Michael Cantopoulos
Deputy Chief Investment Officer at Richard Bernstein Advisors. He provides insights on market volatility, tariffs, interest rates, and macroeconomic factors.
Best podcasts with Michael Cantopoulos
Ranked by the Snipd community
May 30, 2025 • 45min
Less Certainty, More Volatility with Michael Contopoulos
Michael Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, shares his expert insights on navigating today's unpredictable market. He discusses the challenges of market volatility, the influence of tariffs, and the implications of changing interest rates. The conversation touches on potential stagflation and the role of AI in productivity shifts. Contopoulos emphasizes understanding macroeconomic factors and examines gold's status as a hedge against uncertainty, while critiquing the focus on major tech stocks in investment strategies.
Nov 7, 2024 • 44min
The Fed’s Latest Cut…. Plus Super Micro’s Red Flags 11/7/24
Steve Leisman, a CNBC reporter, dives into the consequences of the Fed's recent quarter-point interest rate cut, impacting mortgages and loans. Michael Cantopoulos discusses bond market reactions, while RJ Scringe, CEO of Rivian, shares insights on the company's challenging earnings. Chris Benatti elaborates on how AI detected significant financial issues at Super Micro. Courtney Reagan analyzes the Capri Holdings and Tapestry merger, highlighting its broader industry implications. A thought-provoking conversation on finance and technology unfolds!
