Please ensure Javascript is enabled for purposes of website accessibility Excess Returns Podcast: David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead - Janus Henderson Investors - Global Corporate
Find your local site

Excess Returns Podcast: David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead

Rich Bernstein joins Excess Returns to discuss the Fed, inflation, AI, gold, and investing opportunities beyond U.S. mega-caps and into global markets.

Aug 8, 2026
1 minute read

IMPORTANT INFORMATION

Links to other web sites are operated by third parties. Janus Henderson Investors is not affiliated with those web sites in any way and does not endorse, control, or maintain responsibility for the content of those linked web sites. All information, representations or offers made in linked third party web sites are solely the responsibility of the third parties operating those web sites and Janus Henderson Investors makes no representation or warranty as to accuracy or reliability of the information contained on linked third party web sites.

View the Story