Mike Contopoulos
Deputy Chief Investment Officer at Richard Bernstein Advisors, focused on portfolio strategy and asset allocation with expertise across equities and fixed income.
Best podcasts with Mike Contopoulos
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Jan 8, 2026 • 47min
Inside ‘the Everything Bubble’ With RBA
Mike Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, dives into the current 'everything bubble' in markets. He shares concerns about tech overvaluation and how rising interest rates may impact credit returns. Contopoulos suggests that AI's hype could distract from underlying financial fundamentals, while he points out opportunities in agency mortgages and European equities. He emphasizes the importance of staying cautious in today’s market, highlighting risks tied to complacency and investor expectations.
Oct 30, 2025 • 27min
Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
Mike Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, joins Leslie Falconio, Head of Taxable Fixed Income Strategy at UBS, to discuss fixed income market dynamics. They explore year-end performance expectations, the impact of a lower rate environment, and potential risks of spread widening. The conversation also covers why defensive duration strategies may be prudent now and the diverging trends in credit sentiment. They highlight agency MBS attractiveness compared to corporate credit and share thoughts on global positioning and cash flow impacts.
