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 Business Week Daily
Mike joins Business Week Daily to discuss the market reaction to the latest news out of the Middle East and what it can mean for investors.
Bloomberg | Apr 13, 2026
Rich on The Exchange
Rich joins the Exchange to discuss the tug of war in the US economy today and how to position against these risks.
CNBC | Apr 09, 2026
Rich on Closing Bell Overtime
Rich joins Closing Bell Overtime to share his thoughts on the similarities between fiscal policy today and the 1960s and what tends to outperform in an inflationary period.
CNBC | Apr 02, 2026
Mike on Fast Money
Mike joins Fast Money to argue we're in a pre-mature market rally with the extreme uncertainty in the market and how that will shape the trend of inflation and oil prices going forward.
CNBC | Apr 01, 2026
Mike on Surveillance
Mike joins Surveillance to discuss the state of the economy coming into the war, how this could change from oil prices, and how the fed could hike rates later this year (starts at 1:45:49).
Bloomberg | Mar 23, 2026
Rich on Barron's Roundtable
Rich joined Barron's Roundtable to discuss the parallels between the 1960s and today, deglobalization and its impact on inflation, and how to position your portfolio against this backdrop.
Barron's | Mar 20, 2026
Mike on Fast Money
Mike joins Fast Money to discuss the fractioning in the economy, but how corporations are still coming back with strong earnings showing the investment story may be different.
CNBC | Mar 18, 2026
Mike on Business Week Daily
Mike joins Business Week Daily to the implications of the war in the Middle East, any impact from the midterm elections, and how credit is now shifting toward our outlook.
Bloomberg | Mar 02, 2026
Rich on Squawk on the Street
Rich joins Squawk on the Street to discuss how this war is inherently inflationary, what this means for Fed policy, and how to look at these changing prices from an investor perspective.
CNBC | Mar 02, 2026
