Published on: September 11th, 2019 • Duration: 31 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.