The AI debt boom does not augur well for investors
As Big Tech firms accelerate investment in data centers, spending on long-term infrastructure is surging. In his latest Financial Times Opinion piece, Michael Contopoulos explores the risks associated with financing these ambitious projects through debt.
Rich on The Meb Faber Show
Rich Bernstein joins The Meb Faber show to argue how the market is defined by rampant speculation and extreme narrowness. He explains why he’s bullish on dividend-paying and international stocks and believes crypto is the first global investment bubble.
Rich Bernstein on UBS On-Air Market Moves
Rich joined Jason Draho, UBS CIO, on UBS-On Air: Market Moves to discuss the road ahead, including how the Fed and AI could shape the investment environment.
Opportunities Are Knocking Outside the U.S. Too
Rich is quoted in Barron’s on how investors remain hyperfocused on U.S. markets while overlooking compelling opportunities abroad. Today, international markets are offering not only attractive valuations, but a strong growth story as well.
Mike on Fast Money
Mike joins Fast Money to explain why massive CapEx spending could hurt technology companies valuations over the long term, as heavy debt backed by hard assets meets an ever-changing landscape like technology.
CNBC | Jan 28, 2026
Rich on Barron's Investor Circle Live Q&A
Rich joins Barron's Investor Circle Live Q&A to discuss why the Fed might not need to cut rates with the economy booming and exploring investment opportunity in "boring" value sectors and international market.
Barron's | Jan 28, 2026
Rich on The Close
Rich joins The Close to discuss Janus Henderson's acquisition of Richard Bernstein Advisors, the reasons behind this decision, and the advantages for both parties.
Bloomberg | Jan 23, 2026
Rich on The Meb Faber Show
Rich Bernstein joins The Meb Faber show to argue how the market is defined by rampant speculation and extreme narrowness. He explains why he’s bullish on dividend-paying and international stocks and believes crypto is the first global investment bubble.
The Meb Faber Show | Jan 23, 2026
Rich on Squawk on the Street
Rich joins Squawk on the Street to share his thoughts on the strength of the economy and how the Fed has rarely cut rates at a time where nominal GDP was this high.
CNBC | Jan 15, 2026
Mike on Business Week Daily
Mike joins Business Week Daily to discuss signs showing the transition away from American exceptionalism, how markets are ultimately going to decide where rates land, and how the noise around the Fed news today is really a distraction (starts at 11:55)..
Bloomberg | Jan 12, 2026
Rich on Closing Bell Overtime
Rich joins Closing Bell Overtime to discuss how it's encouraging to see the market broadening given the Mag 7 isn't the only growth story in town, along with the value in "boring" investments going beyond equities.
CNBC | Jan 08, 2026
