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Essential
•The Essential Conversation
Past Peak Profit?
Richard Bernstein sits down with Vincent Catalano to explain the profit cycle and why its peak in the fourth quarter of 2018 matters for investors.
Featuring Richard Bernstein
Sep 11, 2019 • 30 minutes
Richard Bernstein, CEO of Richard Bernstein Advisors, sits down with Vincent Catalano, CIO of Redmount Capital Partners, to explain the profit cycle and why its peak in the fourth quarter of 2018 matters for investors. Bernstein also places it in the context of the debt super-cycle. He also touches on inflation, the validity of the latest yield curve inversion as an indicator of recession, and how to structure a portfolio in order to optimize risk and reward. Filmed on September 5, 2019 in New York.
Show MoreThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More EpisodesThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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