Part 1 of 2
Influential strategist Richard Bernstein reflects on the most successful investment themes of the last 20 years and why deglobalization and the concomitant reindustrialization of America is his number one theme now.
RECENT PROGRAMS
What Will Change, What Won’t If Warren Buffet Is No Longer At Berkshire Hathaway?
Berkshire Beyond Buffett author Larry Cunningham has become an expert on Warren Buffett’s thinking and Berkshire Hathaway’s culture and businesses over the last 30 years. He shares his analysis of what will change and what won’t when Buffett leaves the scene.
Warren Buffett’s Investment Evolution. What’s Changed, What Hasn’t Over Five Decades
In editing, collating, and compiling The Essays of Warren Buffett for 30 years, Larry Cunningham has developed an in-depth understanding of the Oracle of Omaha’s investment thinking.
AI COULD BE THE BIGGEST PRODUCTIVITY ENHANCER SINCE ELECTRICITY, SAYS T. ROWE PRICE’S DOMINIC RIZZO
Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was and will be a major emphasis.
DEMOCRACY BEATS AUTOCRACY FOR INVESTORS. PERTH TOLLE’S LIFE + LIBERTY INDEXES PROVE IT
Perth Tolle created the Life + Liberty Indexes on the theory that democracy pays. Her Freedom 100 Emerging Markets Index is proof, trouncing its autocracy-heavy benchmark in its first five years.
WITH CONSUMERS UNDER INCREASING FINANCIAL PRESSURE, LEADING ECONOMIST NANCY LAZAR SEES RECESSION LOOMING
Leading Wall Street economist Nancy Lazar says 19 states are already in recession as consumer debt levels rise and confidence declines.
