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Podcast: Excess Returns
Episode: The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
Description: Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. In this insightful conversation, Rich shares his expert perspective on today's market challenges, including the unprecedented narrowness of recent markets, the impact of tariffs on the US economy, and why the current environment calls for a shift toward value investing and greater diversification. Drawing on decades of experience, Bernstein offers practical wisdom for navigating today's uncertain investment landscape.Topics Covered:The difference between the 2008 financial crisis and today's economic challengesWhy 2023-2024 saw...