
Choosing a Discipline & Sticking to It Overcomes the Market Noise
From WEALTHTRACK by Consuelo Mack
May 8, 2026 · 26 min · Season 22 · Episode 45
About this episode
Richard Bernstein discusses how to identify winning market sectors by focusing on improving profits and increasing liquidity.
Award-winning macroeconomic strategist Richard Bernstein looks for situations where profits are improving, liquidity is increasing & investors “hate it” to identify winning market sectors. Dividend-paying international stocks top the list.
People in this episode
Host: Consuelo Mack
Guest: Richard Bernstein
Topics covered
- macroeconomic strategy
- market sectors
- dividend-paying stocks
- investing discipline
- liquidity
Keywords
- macroeconomic strategist
- investing
- market noise
- dividend stocks
- international stocks
More episodes of WEALTHTRACK
- Leading Strategist Jason Trennert on the Powerful Trends Driving Inflation · May 22, 2026 · 26 min
- Superstar Investor David Giroux Finds Opportunities in a Bifurcated Market · May 15, 2026 · 26 min
- Asia Investment Pioneer Mark Headley Is Back in Business Investing in Asia · May 1, 2026 · 26 min
- U.S. Small- & Mid-Cap Industrial Stocks Are Outperforming and Unappreciated · April 24, 2026 · 26 min
- Managing Uncertainty With Resilient, Dominant Companies Plus Gold · April 17, 2026 · 26 min
- Protection In Turbulent Markets · April 14, 2026 · 31 min
Explore listener stats, chart rankings, contacts and more on the WEALTHTRACK podcast page.