Richard Bernstein on Quantitative Analysis
Masters in Business
00:00
Investing in Cryptocurrencies in 2021?
In 2021, we had a big speculative burst in the marketplace. So that's not us. We're not momentum investors at all. But then 2022, when the momentum faded as the Fed was tightening and monetary conditions began to slow, we did very, very well. I think our story has been that the Fed will be tighter for longer than people think. And right now, I think the biggest thorn which you point out is the labor market. That is a huge thorn in the Fed's side.
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