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.
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.
Mike Contopoulos on The Close
Mike Contopoulos joins The Close to share how recent tariffs will affect the markets, how uncertainty in the economy has led to increased volatility, and where to look for long run positioning. (starts at 2:37)
Rich Bernstein on CNBC The Exchange
Rich Bernstein joins CNBC The Exchange to share insights on the inventory cycle in technology and the primary driver of the Mag 7.
First Trust and RBA Celebrate a $3.5B-AUM Fund
Rich Bernstein shares insights on the investment theme behind the First Trust RBA American Industrial Renaissance ETF.
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
Rich Bernstein on CNBC Closing Bell Overtime
Rich Bernstein joins CNBC's Closing Bell Overtime to discuss how the market today is being revalued for a higher risk premium as investors aren't getting the clarity and consistency they need.
CNBC | Mar 28, 2025
Mike Contopoulos on Bloomberg Surveillance
Mike Contopoulos joins Bloomberg Surveillance to share his thoughts on constraints on the Fed given inflationary pressures and how investors need to be cautious with certainty being a scarcity in markets today (starts at 2:11:47).
Bloomberg | Mar 28, 2025
Rich Bernstein on Power Lunch
Rich Bernstein joins CNBC's Power Lunch to discuss the added benefit of gold in a portfolio, the earnings range were seeing in future quarters, and the consistency and clarity that is needed for investors today.
CNBC | Mar 24, 2025
Dan Suzuki on Squawk on the Street
Dan joins Squawk on the Street to share his thoughts on causes of the recent sell-off and how the risk premiums for markets are adjusting.
CNBC | Mar 14, 2025