If technology falls out of favor or enters a secular downturn, other sectors of the U.S. economy and global economy may perform better, making diversification across international and non-tech stocks a prudent hedge to Mag 7 dominance.
forecastpending
Speaker
Richard BernsteinEvidence Quote
“If technology falls out of bed... might these other sectors... perform better and therefore you'd want to be diversified [29:27]”
Source
The Colossal Mistake | The Danger of Narrow Markets — Practical Lessons from Richard Bernstein— Excess ReturnsCreated: 8/11/2026, 7:31:42 AM
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