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!

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.

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!

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.

Renowned strategist Richard Bernstein discusses successful investment themes over the last two decades and focuses on deglobalization and reindustrialization. He compares active vs. passive investing, highlights market leadership, AI narratives, and de-globalization as investment themes, and emphasizes conservative investing and diversification to build wealth.