“Uncertainty is Winning”
03/22/25 • 34 min
2 Listeners
What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein.
Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about:
Trade wars
Degloblalization
The crypto industry
And how investors ought to make sense of the news.
Host: Ricky Mulvey
Guest: Richard Bernstein
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein.
Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about:
Trade wars
Degloblalization
The crypto industry
And how investors ought to make sense of the news.
Host: Ricky Mulvey
Guest: Richard Bernstein
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode
Market Movers: Jerome Powell and Jensen Huang
Two of the most influential voices in the market had something to say this week.
(00:21) Asit Sharma and Jason Moser discuss:
Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing.
What Tesla investors need to know about the headlines around recent accounting concerns.
Earnings updates and red market reactions for FedEx, Nike, and Accenture.
(19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO.
(30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma.
Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
How To Tune Out Market Noise
Tariffs and tech bubbles and uncertainty, oh my!
(00:21) Asit Sharma and Mary Long discuss:
Companies that could be celebrating on April 2.
What’s to blame for last week’s market “freakout”
23andme’s bankruptcy filing
Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks.
Start your day with The Fool's free daily market email newsletter. Subscribe at www.fool.com/breakfastnews
How do you tune out market noise? Tell us by writing into [email protected] !
Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Travis Hoium
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/motley-fool-money-143275/uncertainty-is-winning-87839936"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to “uncertainty is winning” on goodpods" style="width: 225px" /> </a>
Copy