Less Certainty, More Volatility with Michael Contopoulos

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 30 May 2025

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan and Guy Adami have a detailed discussion with Michael Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, about the current market landscape. They explore the challenges of market volatility, the impact of tariffs, and interest rates. The conversation touches on the Federal Reserve's potential moves, inflation, and potential stagflation. They also delve into the implications of AI on productivity and employment, the role of private credit markets, and the recent trends in gold prices. The episode emphasizes the importance of understanding macroeconomic factors and market sentiment in navigating the current economic environment. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:31.2	IConnections is the largest membership only platform for the alternative investment industry, bringing together thousands of fund managers
0:38.5	and allocators on a single powerful platform. Through its platform and premier in-person events,
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1:02.6	of the year where deals happen. Thousands of curated one-on-one meetings, cutting-edge thought
1:08.4	leadership, and unmatched networking opportunities all in one place.
1:12.7	To explore more about IConnections events and gain access to its members-only platform,
1:18.4	visit IConnections.io.
1:22.6	Welcome to the Risk Reversal Podcast.
1:25.1	I'm Dan Nathan. That's Guy Adon.
1:27.0	Yes, I am. That's Michael
1:28.7	Kontopoulos. He is the deputy chief investment officer at Richard Bernstein Advisors. Michael,
1:35.8	welcome to the program. Thanks for having me. It is great to have you. I mean, you've been on
1:39.4	fast money now for the last few years, probably longer than that. And we love having you on,
1:44.0	especially around
1:44.8	the times of the Federal Reserve. But today is a fascinating day. Today being Thursday, Jerome Powell
1:50.9	and President Trump apparently met in the Oval Office. And there's a lot to talk about. So let's just
	...

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