Part 2 of 2

Noted strategist and asset allocator Rich Bernstein shares the most important investment lessons learned from the markets in the 20 years since WEALTHTRACK launch, in part 2 of his interview.
Also, watch Part 1.

WEALTHTRACK Episode #2102 broadcast on July 12, 2024

Listen to the audio-only version here:

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

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RICHARD BERNSTEIN

CEO & Chief Investment Officer, Richard Bernstein Advisors
Former Chief Investment Strategist, Merrill Lynch
Member, Institutional Investor’s Hall of Fame
Author, Navigate the Noise: Investing in the New Age of Media and Hype

ACTION POINT

READ: STOCKS FOR THE LONG RUN: THE DEFINITIVE GUIDE TO FINANCIAL MARKET RETURNS AND LONG-TERM INVESTMENT STRATEGIES

“One of the 10 best investment books of all time…” says James K. Glassman, The Washington Post, on 2nd edition “Stocks for the Long Run”
JEREMY SIEGEL, AUTHOR
- Professor Emeritus of Finance, Wharton School, University of Pennsylvania
- Financial Thought Leader on markets

BOOKSHELF

Stocks for the Long Run, 6th Edition

Navigate the Noise: Investing in the New Age of Media and Hype

ONE INVESTMENT

BERNSTEIN: OTHER SIDE OF THE SEESAW

The “Magnificent Seven” stocks vastly outweigh the rest of the market
Broad and huge growth opportunities in the rest of the market, especially small-cap and emerging markets
Personal preference: U.S. small-cap and mid-cap companies