Rich Bernstein on Excess Returns
Rich joins the Excess Returns podcast to discuss why this is one of the most speculative market environments he has seen in his 40-year career, why it may also be one of the best eras for long-term investors, and how to think about opportunities today.
Mike Contopoulos on Fast Money
Mike joins Fast Money to discuss how the Fed is caught between a rock and a hard place, and why now may not be the time to rally behind this cut.
Rich Bernstein on Barron's Roundtable
Rich joins Barron's Roundtable to explain how RBA's bullishness has evolved since the firm's founding, how the reaction to this week's Fed cut will determine the health of the economy, and the tariff impact on companies margins versus consumer's prices.
Yahoo Finance Chartbook: 35 charts tell the story of markets and the economy midway through 2025
Rich Bernstein is featured in the Yahoo Finance Mid-Year Chartbook showing the most important chart investors should be looking at right now.
Mike on Real Yield
Mike joins Real Yield to argue that the Fed shouldn't really be cutting rates, how the markets tend to respond, and the areas he likes in fixed income right now (starts at 3:09).
Bloomberg | Dec 13, 2025
Mike on Fast Money
Mike joins Fast Money before the last Fed decision of the year to discuss why he believes the Fed will cut tomorrow because the markets point that way, but there's really no reason why they should.
CNBC | Dec 09, 2025
Rich on The Exchange
Rich joins The Exchange to share the Fed's purpose on cutting rates, how there's a hiccup somewhere in the lending cycle, and why "boring" investments look attractive for the road ahead.
CNBC | Dec 08, 2025
Mike Contopoulos on Surveillance
Mike joins Surveillance to discuss the promise that's coming from AI, how that could play out in the economy, and next year's outlook being driven by the Fed's decisions.
Bloomberg | Dec 03, 2025
Rich Bernstein on The Exchange
Rich joins The Exchange to discuss the Fed's December meeting, why boring stocks present opportunity, and the need for diversification.
CNBC | Nov 14, 2025
Mike Contopoulos on The Close
Mike joins The Close to discuss where we are in the earnings cycle, how profits could look going forward, the strength of the economy, and why the Fed shouldn't look to cut rates in December (starts at 37:20).
Bloomberg | Nov 11, 2025
Mike Contopoulos on Real Yield
Mike joins Real Yield to share his concerns on corporate credit and the unnecessary risk it brings fixed income investors.
Bloomberg | Nov 07, 2025
Rich Bernstein on Excess Returns
Rich joins the Excess Returns podcast to discuss why this is one of the most speculative market environments he has seen in his 40-year career, why it may also be one of the best eras for long-term investors, and how to think about opportunities today.
Excess Returns | Nov 05, 2025
Rich Bernstein on Closing Bell Overtime
Rich joins Closing Bell Overtime to highlight the difference between the economic story and the investment story of AI and how cryptocurrencies are fueled by speculation.
CNBC | Nov 03, 2025