Rich Bernstein on The Compound and Friends
Rich joins Josh Brown and Michael Batnick to discuss the Big Beautiful Bill, the bond market, the Fed, the next recession, international stocks, the best uncertainty hedge, and much more!
Mike Contopoulos on The Close
Mike joins The Close to discuss Moody's downgrade in the U.S.' credit rating, the scarcity of certainties in the market, and his views on investment grade credit (starts at 3:21).
Rich Bernstein on Excess Returns Podcast
Rich Bernstein joins the Excess Returns podcast to share his thoughts on the 2008 financial crisis compared to today's challenges, tariffs and US reindustrialization, US debt levels and their impact, the probability of a recession, and a lot more.
Mike Contopoulos on Real Yield
Mike joins Bloomberg's Real Yield to discuss the chances of the 10-year yield getting up to 5% given the recent treasury sell off and how it could be an opportunity for fixed income investors.
Rich Bernstein on Motley Fool Money
Rich Bernstein joins the Motley Fool Money podcast where he breaks down how investors can cut through the noise to find the news that truly matters, discusses the impact of trade uncertainty, and explains how these factors are shaping today’s stock market.
Certainty is now a scarcity in markets
In today’s markets, certainty has become a rare commodity. Richard Bernstein explores this in his latest Financial Times Opinion piece sharing his insights on navigating today's unpredictable environment.
Rich Bernstein on The Exchange
Rich joins CNBC's The Exchange to discuss market risks, the profits picture for the rest of the year, and which way the market is trending.
CNBC | Jun 09, 2025
Mike Contopoulos on RiskReversal
Mike joins Dan Nathan and Guy Adami to explore challenges of market volatility, the impact of tariffs, the Fed's potential moves, inflation, private credit markets, and a lot more.
RiskReversal Media | May 30, 2025
Rich Bernstein on The Compound and Friends
Rich joins Josh Brown and Michael Batnick to discuss the Big Beautiful Bill, the bond market, the Fed, the next recession, international stocks, the best uncertainty hedge, and much more!
The Compound & Friends | May 23, 2025
Thoughts on Global Profits
Where are we in the profits cycle? Michael Contopoulos breaks down why RBA’s views on the peak of the profit cycle have shifted, what we're seeing in terms of growth across major regions, and how it’s shaping our positioning.
RBA | May 22, 2025
Rich Bernstein on Closing Bell Overtime
Rich joins Closing Bell Overtime to share his views on the profit cycle peaking, why he likes European quality, and how he sees the Mag 7 today.
CNBC | May 19, 2025
Mike Contopoulos on The Close
Mike joins The Close to discuss Moody's downgrade in the U.S.' credit rating, the scarcity of certainties in the market, and his views on investment grade credit (starts at 3:21).
Bloomberg | May 19, 2025
Rich Bernstein on The Exchange
Rich joins CNBC's The Exchange to share his thoughts on the profit cycle reaching a peak regardless of tariffs and whether the market is really paying attention to fundamentals.
CNBC | May 13, 2025
