Richard Bernstein
Global head of macro and custom strategies at Janus Henderson Investors and founder of RBA Advisors, specializing in macroeconomic research and asset allocation with a focus on inflation, valuation, and portfolio strategy.
Best podcasts with Richard Bernstein
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Apr 29, 2026 • 1h 2min
The Opportunity No One Sees | Richard Bernstein on Finding Value in a Narrow Market
Richard Bernstein, macro strategist at Janus Henderson and founder of RBA Advisors, weighs in on inflation, deglobalization, and market concentration. He links rising import and defense costs to a 1960s-style inflation risk. He discusses why passive index returns may disappoint, why shorter-duration and dividend-rich assets matter, and where international and small/mid-cap opportunities may lie.
May 8, 2026 • 26min
Choosing a Discipline & Sticking to It Overcomes the Market Noise
Richard Bernstein, macro strategist and CEO/CIO known for profit-cycle research, lays out a repeatable three-part investment process. He discusses tuning out media noise, focusing on corporate profits, liquidity and sentiment. He highlights dividend-paying international stocks, non-U.S. value opportunities and the case for small/mid industrials.
