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Richard Bernstein

Macro-focused investor, offering insights on the big picture economic trends and their impact on the stock market.

Top 5 podcasts with Richard Bernstein

Ranked by the Snipd community
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27 snips
Mar 14, 2025 • 40min

The Uncertainty-Fueled Market Correction

Join Jason Moser and Matt Argersinger, both Senior Analysts at Motley Fool, alongside macro-focused investor Richard Bernstein, as they dissect the market's turbulent climate. They discuss how tariffs are reshaping consumer spending and the implications for companies like Tesla facing declining sales. Bernstein provides insight into overarching economic trends influencing stock performance. Plus, the analysts analyze recent earnings from Adobe and DocuSign and share their investment perspectives on Starbucks and Ansys, blending market analysis with a humorous nod to Pi Day.
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24 snips
Feb 16, 2024 • 1h 22min

The Magnificent 7 Is a Bubble

Financial expert Richard Bernstein joins Michael Batnick and Downtown Josh Brown to discuss the magnificent 7 compared to past bubbles, bitcoin as a sentiment indicator, the Fed's predicament, the case for international stocks, and more!
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16 snips
Jul 14, 2024 • 26min

Key investment lessons of the last 20 years from noted strategist Richard Bernstein

Noted strategist Richard Bernstein shares key investment lessons from the past 20 years. He discusses navigating economic challenges, cautions against hype in artificial intelligence investments, stresses diversification in portfolios, explains the changing fixed income landscape, suggests investing in U.S. mid-caps and small caps, and expresses skepticism towards Bitcoin ETFs.
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Nov 26, 2024 • 35min

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!
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Jul 15, 2024 • 26min

ROI Podcast | Episode 25 | Key Insights from the First Half of 2024 | Ryan Issakainen | July 15, 2024

Ryan Issakainen hosts a conversation with financial experts Bob Stein, Brian Wesbury, Jim Murchie, and Richard Bernstein. They analyze the political landscape ahead of the upcoming elections, including the Biden-Trump rematch and its implications. The discussion shifts to energy demands driven by tech like electric vehicles, scrutinizing public policy and infrastructure needs. Lastly, they highlight emerging investment trends, covering significant shifts in ETF markets and the challenges faced by various investment strategies.