Rich Bernstein
Market strategist and guest commentator who discusses macro analogues (1960s vs 1970s), inflation policy, dividends, and the difference between economic stories and investment stories.
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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.
