We Asked Rich Bernstein and Chris Davis Why This Market Isn’t as Safe as It Feels
This week’s Excess Returns Weekly Wrap examines what Chris Davis and Rich Bernstein can teach investors about letting winners run, inflation risk, market concentration, dividends, AI, and the difference between economic stories and investment returns. Jack Forehand and Matt Zeigler break down clips on portfolio concentration, the 1960s vs. the 1970s, investor complacency, the Fed’s inflation target, durable businesses, and where the next market opportunity may be hiding.
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Topics Covered
Why letting winners run can be so powerful, but so hard for…
The skinny
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