Motley Fool Money

What Really Drives Stocks Higher?

Nov 27, 2022

Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors, shares keen insights into stock market dynamics. He discusses the shift from growth stocks, highlighting sectors like consumer staples as crucial during economic slowdowns. Bernstein also evaluates the impact of Federal Reserve policies, raises questions about the persistence of a 'Fed Put,' and emphasizes the importance of compounding dividends. His strategies advocate for a disciplined approach to investing, especially in the face of uncertain economic conditions.

24:49

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Episode guests

Richard Bernstein

Highlights

AI Chapters

Episode notes

The Stag Part Is Harder

01:20

Intro

3min

Understanding Long-Term Stock Performance

7min

Analyzing Market Valuation and Investor Sentiment

3min

Navigating Economic Uncertainty

6min

Strategies for Long-Term Investing Success

6min

Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession.

Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss:

- How growth stories can change through time. - Sectors showing the power of compounding dividends. - If a “Fed Put” still exists.

Members of any Motley Fool service can watch the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/11/16/interview-richard-bernstein-ceo-cio-richard-bernst/

Host: John Rotonti Guest: Richard Bernstein Producer: Ricky Mulvey Engineers: Heather Horton, Dan Boyd

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