What I'm trying to say to people is it really has been Mag 7 or tech or whatever you want to describe this versus everything else.

That has been what we've seen and people always say diversification is a risk reduction tool, but right now,

diversification gives you an opportunity set.

It gives you something other than these seven companies.

And I think people are finally starting to understand that those seven companies, number one,

aren't the only growth stocks in the world.

And number two, many of them aren't even superior growers.

There are better growth opportunities in other markets.

I'm Mary Long, and that's Richard Bernstein. He's a CEO and chief investment officer at Richard Bernstein Advisors.

My colleague, Ricky Muldy, caught up with Bernstein for a conversation about trade wars,

de-globalization, the crypto industry, and how investors ought to make sense of the news.

We played a segment of this conversation on last Friday's show, so if you've already

listened to that, you can just skip to the nine minute mark on today's show.

We wanted to get that part of the discussion out to you right away, as it helps to make sense

of the current news cycle and as a topical, timely reminder that as investors, what we need is clear

information. If the news is unclear, it's probably best to ignore for your investment purposes and your sanity.

We think that that message bears repeating, which is why we're playing that piece again today.

But we also wanted to share the whole conversation with you, because Richard and Ricky talk

about a lot of other topics too, including what Bernstein calls the greatest untold investment

story of today.

Richard Bernstein is the CEO and chief investment officer of Richard Bernstein

advisors. He joins us now on Motley Full Money, a macro-focused investor. What a time to have you

...