Rich Bernstein on Excess Returns
Rich joined Excess Returns to discuss the implications of rising import prices, global conflict, and deglobalization, and how these forces could drive a structural shift toward higher inflation and shorter-duration investing.
Mike on Surveillance
Mike joins Surveillance to argue that there is a broadening happening across markets and what areas will do well in an environment where duration is getting hurt.
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.
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.
Rich on Squawk on the Street
Rich joins Squawk on the Street to share his thoughts on market themes, risks surrounding stagflation, and more.
CNBC | Apr 30, 2026
Rich Bernstein on Excess Returns
Rich joined Excess Returns to discuss the implications of rising import prices, global conflict, and deglobalization, and how these forces could drive a structural shift toward higher inflation and shorter-duration investing.
Excess Returns | Apr 29, 2026
Mike on The Close
Mike joins The Close to discuss the resurgence of narrow market leadership, the outlook for earnings, and the resilience that persists despite ongoing geopolitical tensions.
Bloomberg | Apr 23, 2026
Mike on Squawk Box
Mike joins CNBC's Squawk Box to discuss the latest market trends, impact of the Iran war, and more.
CNBC | Apr 23, 2026
Mike on Surveillance
Mike joins Surveillance to argue that there is a broadening happening across markets and what areas will do well in an environment where duration is getting hurt.
Bloomberg | Apr 20, 2026
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