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Less Certainty, More Volatility with Michael Contopoulos
Manage episode 485729795 series 2866750
Dan Nathan and Guy Adami have a detailed discussion with Michael Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, about the current market landscape. They explore the challenges of market volatility, the impact of tariffs, and interest rates. The conversation touches on the Federal Reserve's potential moves, inflation, and potential stagflation. They also delve into the implications of AI on productivity and employment, the role of private credit markets, and the recent trends in gold prices. The episode emphasizes the importance of understanding macroeconomic factors and market sentiment in navigating the current economic environment. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
787 episodes
Manage episode 485729795 series 2866750
Dan Nathan and Guy Adami have a detailed discussion with Michael Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, about the current market landscape. They explore the challenges of market volatility, the impact of tariffs, and interest rates. The conversation touches on the Federal Reserve's potential moves, inflation, and potential stagflation. They also delve into the implications of AI on productivity and employment, the role of private credit markets, and the recent trends in gold prices. The episode emphasizes the importance of understanding macroeconomic factors and market sentiment in navigating the current economic environment. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
787 episodes
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