Richard Bernstein Says It's Time To Get Defensive
Rich Bernstein and Mike Contopoulos discuss where they're looking to build a quality, defensive portfolio in this landscape of uncertainty.
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 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
Mike Contopoulos on The Close
Mike joins The Close to discuss how the market is headed towards deceleration, investors should look to take a defensive position later this year, and when the Fed will likely step in.
Bloomberg | Apr 14, 2025
Rich Bernstein on Power Lunch
Rich Bernstein joins CNBC's Power Lunch to discuss market volatility, investing in scarcities, and how the 'bigger the growth, the better' cycle is now over.
CNBC | Apr 14, 2025
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.
Bloomberg | Apr 11, 2025
Rich Bernstein on Bloomberg Surveillance
Rich joins Bloomberg Surveillance to discuss today's market volatility, emphasizing that it's not just a Mag 7 issue – Small Caps are also lagging. To navigate this uncertainty, he points to quality and more certain cash flows like dividends.
Bloomberg | Apr 09, 2025