How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)

In this insightful discussion, Richard Bernstein, Founder and CEO of Richard Bernstein Advisors, teams up with Jason Draho, UBS CIO's Head of Asset Allocation Americas. They delve into the macroeconomic landscape as 2025 approaches, examining the U.S. economy's resilience despite inflation. The duo explores the impact of rising interest rates on markets, advocating for a focus on value stocks. They also debate gold versus cryptocurrencies, suggesting gold as a stable investment. Join them for a deep dive into strategic positioning in uncertain times!