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Podcasts›Excess Returns›David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead

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David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead

Excess Returns by Excess Returns

Aug 8, 202601:03:32Business

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...

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