Chris Davis
Veteran value investor and fund manager known for long-term, concentrated investing insights and for emphasizing the importance of people and durable businesses in investment decisions.
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May 4, 2026 • 1h 10min
We Asked Rich Bernstein and Chris Davis Why This Market Isn’t as Safe as It Feels
Rich Bernstein, market strategist comparing today to the 1960s and debating inflation policy. Chris Davis, longtime value investor who prizes concentrated, durable businesses and great management. They discuss letting winners run, investor complacency, dividends and cash flow in inflationary times, AI as an economic versus investment story, and where market concentration masks risk.
