Michael Contopoulos
Deputy Chief Investment Officer at Richard Bernstein Advisors, providing market and portfolio commentary on equities, fixed income, and liquidity.
Best podcasts with Michael Contopoulos
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14 snips
Feb 19, 2026 • 49min
Michael Contopoulos, Deputy Chief Investment Officer, Richard Bernstein Advisors
Michael Contopoulos, Deputy CIO at Richard Bernstein Advisors and former sell‑side credit strategist, joins to discuss portfolio construction amid extreme US equity concentration. He explains underweighting mega‑caps, overweighting international markets, and applying a Merton framework to credit. He raises concerns about 40–50 year hyperscaler debt tied to AI infrastructure and the risks for lenders.
12 snips
Mar 2, 2026 • 36min
Treasuries Sink as Oil Jumps on Iran War, Stoking Inflation Fears
Cole Smead, CEO and portfolio manager at Smead Capital Management, on energy markets and oil supply risks. Marcelo P. Lima, founder of Heller House, on fintech efficiency, layoffs and AI implications. Michael Contopoulos, deputy CIO at Richard Bernstein Advisors, on equities, bonds and liquidity. They discuss oil spikes from Middle East conflict, inflation and bond moves, fintech cost cuts, and portfolio positioning amid volatility.
