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David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead
Richard Bernstein and David Rosenberg reunite to debate the Federal Reserve, inflation, the AI investment boom, market bubbles, gold and the case for international diversification. The former Merrill Lynch colleagues exa...
About This Episode
David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead is an episode from Excess Returns by Excess Returns. Richard Bernstein and David Rosenberg reunite to debate the Federal Reserve, inflation, the AI inv...
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Published Aug 8, 2026, 01:03:32 long, audio available.
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