# bernstein (audio feeds) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover bernstein. Page: Feed: --- ## [We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks](https://excessreturnspod.substack.com/p/we-asked-andy-constan-what-happens) _2026-08-20 · Excess Returns · Excess Returns_ Watch now | Why AI funding may matter more than ROI, how the buyback-to-issuance shift could reshape stocks, and the tradeoff between suppressing long-term yields and fighting inflation. [Listen](https://api.substack.com/feed/podcast/212064984/756ce2eeb054cbb990393d3c40f64208.mp3) ## [Full Transcript: Andy Constan on Yield Suppression and AI Funding](https://excessreturnspod.substack.com/p/full-transcript-andy-constan-on-yield) _2026-08-20 · Excess Returns · Excess Returns_ The Hamburger Thesis, Warsh’s Drumbeat, and Not Enough Pie ## [We Asked a Value Legend Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers](https://excessreturnspod.substack.com/p/we-asked-a-value-legend-why-the-real) _2026-08-18 · Excess Returns · Excess Returns_ Watch now | Bob Robotti on why AI’s biggest opportunities may be hiding in the physical economy, how passive investing creates openings for stock pickers, and why patient capital still matters. [Listen](https://api.substack.com/feed/podcast/211783419/6ab2e4babc869bfc7987e239dace92c9.mp3) ## [Full Transcript: Bob Robotti on Misunderstood Fundamentals and Grassroots Macro](https://excessreturnspod.substack.com/p/full-transcript-bob-robotti-on-misunderstood) _2026-08-18 · Excess Returns · Excess Returns_ Capital Cycles, Reindustrialization, and Why the Long Wait Makes the Payoff Bigger ## [The Midwit Graph: Five Lessons from Dom Rizzo](https://excessreturnspod.substack.com/p/the-midwit-graph-five-lessons-from) _2026-08-18 · Excess Returns · Excess Returns_ The T. Rowe Price global technology PM on the dangers of overthinking, navigating bubbles instead of missing them, and the market daring you to choose. ## [Falling Rates. Rising Productivity. Are You Rooting for the Wrong Things?](https://excessreturnspod.substack.com/p/falling-rates-rising-productivity) _2026-08-17 · Excess Returns · Excess Returns_ Watch now | Why falling rates can become bad news for stocks, why productivity can rise when growth weakens, and what that means for the AI boom. [Listen](https://api.substack.com/feed/podcast/211626374/731173792de4caa98ab15c6a4ca228a2.mp3) ## [Full Transcript: Weekly Wrap on AI Productivity and Falling Rates](https://excessreturnspod.substack.com/p/full-transcript-weekly-wrap-on-ai-52d) _2026-08-17 · Excess Returns · Excess Returns_ Why Rates Might Fall for the Wrong Reason and Whether the Boom Is Real ## [Big Semi Decline. Big Rally. Big Macro Shift | What the Options Market Says Comes Next](https://excessreturnspod.substack.com/p/big-semi-decline-big-rally-big-macro) _2026-08-16 · Excess Returns · Excess Returns_ Watch now | Why the semi selloff may have been more about leverage than fundamentals — and why rates, correlation and options positioning now matter more. [Listen](https://api.substack.com/feed/podcast/211421507/0297d0921ab38f4588a0c0f80b1217f8.mp3) ## [Full Transcript: The OPEX Effect on Rate Maxing and the Dispersion Unwind](https://excessreturnspod.substack.com/p/full-transcript-the-opex-effect-on) _2026-08-16 · Excess Returns · Excess Returns_ Why the Market Shifted from Tokens to Rates Ahead of Nvidia and Jackson Hole ## [Jim Paulsen Sees a Growth Scare Coming | The 34 Charts That Make Him Cautious](https://excessreturnspod.substack.com/p/jim-paulsen-sees-a-growth-scare-coming) _2026-08-14 · Excess Returns · Excess Returns_ Watch now | Jim Paulsen on why the market may be shifting from inflation fear to growth fear and why falling yields could become bad news for stocks [Listen](https://api.substack.com/feed/podcast/211214673/9bd96d0b75f2e33c6e269f52fc76afdb.mp3) ## [Open directory of blogs for agents (Sponsored)](https://crawlproof.com/a/F4QWkvJV8LcA) _2026-08-14 · **Sponsored**_ Submit URLs or OPML; receive feed pages with summaries, plus JSON/OPML/plain text ## [Full Transcript: Jim Paulsen on the Coming Shift from Inflation Fear to Growth Fear](https://excessreturnspod.substack.com/p/full-transcript-jim-paulsen-on-the-dec) _2026-08-13 · Excess Returns · Excess Returns_ Weak Jobs, Policy Lags, False Productivity Signals, and New Era vs. Old Era ## [We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble](https://excessreturnspod.substack.com/p/we-asked-t-rowes-8-billion-tech-manager) _2026-08-12 · Excess Returns · Excess Returns_ Watch now | Dom Rizzo on why today looks like 1998, why AI spending may accelerate from here, and why traditional software could be on the wrong side of the next phase of the AI boom. [Listen](https://api.substack.com/feed/podcast/210885015/f8e8114eb678605de8afb2cce57f76c9.mp3) ## First Half 2026 Review and Outlook for Remainder Of The Year _2026-08-05 · Marc To Markets_ Send us Fan Mail It was an excellent 2nd quarter, with markets rallying sharply after the March sell-off related to the Iran War. And now as we are enter earning seasons, will the data on the first half of the year be indicative of the path forward? On this episode, I covered: Performance of markets through the first half of the year The current state of the economy, inflation, and employment The… [Listen](https://www.buzzsprout.com/173643/episodes/19602944-first-half-2026-review-and-outlook-for-remainder-of-the-year.mp3) ## Wealth, Identity, and the Unspoken Challenges of Success _2026-05-21 · Marc To Markets_ Send us Fan Mail On this episode, I'm joined by Aaron Bates, Head of Bernstein's Ultra-High-Net-Worth practice. We discuss some of the key findings from his team's recent research study on how families think about wealth, as well as some of the more emotionally charged issues for wealthy families. Aaron discusses what he learned from speaking directly with UHNW families through the extensive… [Listen](https://www.buzzsprout.com/173643/episodes/19208402-wealth-identity-and-the-unspoken-challenges-of-success.mp3) ## [Introducing "Paper Trail": A new show from ProPublica about investigative journalism](https://www.wnycstudios.org/podcasts/trumpinc) _2026-05-18 · wnycdigital@gmail.com (WNYC Studios) · Trump, Inc._ Investigative journalism can change the world. "Paper Trail" host and reporter Jessica Lussenhop tells the story of how she learned that for herself. Follow and listen to Paper Trail wherever you listen to podcasts for a new investigation on every episode. It might change the way you see the world, too. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our… [Listen](https://pscrb.fm/rss/p/mgln.ai/e/14/pdst.fm/e/dts.podtrac.com/pts/redirect.mp3/waaa.wnyc.org/7bce462f-5118-4635-afaf-3cb1b92a14ba/episodes/d1606f54-3d46-4bfb-94d5-ff3274df79de/audio/128/default.mp3?aid=rss_feed&awCollectionId=7bce462f-5118-4635-afaf-3cb1b92a14ba&awEpisodeId=d1606f54-3d46-4bfb-94d5-ff3274df79de&feed=10jzt1tO) ## 2026 Q1 Review _2026-05-11 · Marc To Markets_ Send us Fan Mail Stock markets experienced meaningful volatility in the 1st quarter, but then recently closed with the S&P 500 hitting new record highs. It has been an eventful start to 2026 with much to cover. On this podcast I discuss: The economic impact of the war in Iran How AI is influencing the market and the economy Concerns in the private credit markets Performance of various asset… [Listen](https://www.buzzsprout.com/173643/episodes/19157158-2026-q1-review.mp3) ## The Future of Global Trade _2026-04-13 · Marc To Markets_ Send us Fan Mail Globalization and global trade have been a top topic of discussion of late. In this episode I talk with Chris Brigham, a Senior Research Analyst at Bernstein, on their recent research piece Trading Places - The Future of Global Trade . We discuss the key findings of the research and if the current state of the Middle East and Iran impact his conclusions. We discuss how companies… [Listen](https://www.buzzsprout.com/173643/episodes/19006492-the-future-of-global-trade.mp3) ## Market Update After A Volatile Week _2026-03-07 · Marc To Markets_ Send us Fan Mail On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Market volatility materially increased this week as war returned to the Middle East. We cover the four big issues in the market today: 1) The Iran war and oil prices 2) The private credit markets 3) AI's impact on the economy and stock market 4) The new nomination of a new chair of Federal… [Listen](https://www.buzzsprout.com/173643/episodes/18804671-market-update-after-a-volatile-week.mp3) ## 2025 Review and 2026 Outlook _2026-01-28 · Marc To Markets_ Send us Fan Mail 2025 was a successful year for investors, even with a heightened degree of uncertainty. On this episode, some of the topics I covered include: Performance across various asset classes in 2025 The outlook for 2026 The state of the economy including data on employment, inflation, and interest rates The debate about if we are in a “bubble” and how AI and technology figure into our… [Listen](https://www.buzzsprout.com/173643/episodes/18581583-2025-review-and-2026-outlook.mp3) ## The Wealth Management Industry and How Best to Advise Clients _2026-01-24 · Marc To Markets_ Send us Fan Mail We kick off Season 11 of Marc to Markets with Rick Meyers, Bernstein's Head of Client and Advisory Practice. On this episode we discuss: How the wealth management industry has changed over time and the impact it has had on investors. The differences in investing and the capital markets now versus in the past. The effect of AI on financial planning and advice. The changing nature… [Listen](https://www.buzzsprout.com/173643/episodes/18453870-the-wealth-management-industry-and-how-best-to-advise-clients.mp3) ## [Earn crypto from idle GPUs (Sponsored)](https://crawlproof.com/a/mGpRNG1SQ4Ex) _2026-01-24 · **Sponsored**_ Run one CLI command, connect your GPU, and start receiving crypto payouts. ## Roth Conversions and All Things IRA _2025-11-20 · Marc To Markets_ Send us Fan Mail Many investors have questions about IRAs and Roth IRAs as we approach year-end. On this episode I am joined by Andrew Bishop, a Senior Wealth Strategist at Bernstein. We start with the basics on contribution limits, then dive into the impact of the one big beautiful bill act (OBBBA) on retirement planning, the math around Roth IRA conversions, and then get into some of the… [Listen](https://www.buzzsprout.com/173643/episodes/18223192-roth-conversions-and-all-things-ira.mp3) ## [Ilya’s new series The Harvard Plan](https://www.wnycstudios.org/podcasts/trumpinc) _2025-11-18 · wnycdigital@gmail.com (Ilya Marritz) · Trump, Inc._ Ilya Marritz is back to share a new series he’s made with The Boston Globe and WNYC’s On the Media. The Harvard Plan investigates how the Trump administration’s pressure campaign is reshaping American universities through memorable characters, thorny moral and ethical questions, and high stakes. Preview the first episode here. The whole series is available to listen at… [Listen](https://pscrb.fm/rss/p/mgln.ai/e/14/pdst.fm/e/dts.podtrac.com/pts/redirect.mp3/waaa.wnyc.org/7bce462f-5118-4635-afaf-3cb1b92a14ba/episodes/658d6024-eb32-4e56-9c05-7967f1306bc8/audio/128/default.mp3?aid=rss_feed&awCollectionId=7bce462f-5118-4635-afaf-3cb1b92a14ba&awEpisodeId=658d6024-eb32-4e56-9c05-7967f1306bc8&feed=10jzt1tO) ## 2025 3rd Quarter Review and Outlook For the Rest of the Year _2025-10-21 · Marc To Markets_ Send us Fan Mail During the third quarter, the stock market continued to rally upon the backdrop of data points and events ranging from weakening labor markets and a government shutdown, to improving corporate profitability and a more accommodative federal reserve. It makes for an incredibly interesting time to review markets and economies. On this podcast, some of the topics I cover include:… [Listen](https://www.buzzsprout.com/173643/episodes/18048058-2025-3rd-quarter-review-and-outlook-for-the-rest-of-the-year.mp3) ## Recent Data Drives Markets To New Highs _2025-09-11 · Marc To Markets_ Send us Fan Mail On this episode I'm joined by frequent guest Roosevelt Bowman, Senior Investment Strategist at Bernstein. We discuss the recently released economic data on jobs and inflation. We cover what this data means for the economy, the stock market, and bonds. We discuss the impact of the AI trade on the stock market and how to think opportunistically even with markets at all-time highs.… [Listen](https://www.buzzsprout.com/173643/episodes/17826702-recent-data-drives-markets-to-new-highs.mp3)