Best Jared Bernstein Podcasts (2025)

1
The Hidden Trap in Concentrated Wealth | Wes Gray & Sri Narayan Explain the Way Out 56:53

1d ago56:53

56:53

In this episode of Excess Returns, we dive deep into one of the most complex and pressing issues facing successful investors today: what to do with concentrated stock positions. Whether from employee stock compensation or a major investment win, holding too much of a single stock presents serious tax and diversification challenges. Our guests—Wes G…

1
Stat's All, Folks! 1:06:01

2d ago1:06:01

1:06:01

The Inside Economics team is joined by our colleagues Adam Kamins and Justin Begley to play the statistics game for nearly the entire podcast. There are lots of good stats, and it’s a nice respite from all the economic drama for the long Memorial Day weekend. Guests: Justin Begley - Economist, Moody's Analytics, Adam Kamins - Senior Director and He…

1
The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken 53:11

8d ago53:11

53:11

What does it mean to come of age during chaos—and how does that shape the generations who must lead us through it? In this thought-provoking episode of Rabbit Hole, Dave Nadig speaks with Neil Howe—author of The Fourth Turning Is Here—about the evolving role of Gen X in today's world, the generational dynamics underpinning societal shifts, and what…

1
4-peat 1:04:48

9d ago1:04:48

1:04:48

The Inside Economics team welcomes back Aaron Klein, senior fellow in Economic Studies at the Brookings Institution, for his fourth appearance. The episode begins with an analysis of the latest economic indicators, unpacking fresh CPI, PPI, and retail sales data. Mark then asks the team to weigh in on how recent tariff announcements have altered th…

1
What Investors Get Wrong About Trade Wars | Kai Wu 56:05

11d ago56:05

56:05

In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to break down his latest research piece, Investing Amid Trade Wars. Using over two dozen insightful visuals, Kai explores how investors should think about global trade exposure in an era of rising tariffs, economic nationalism, and geopolitical uncertainty. He makes the case for…

1
The Geography of GenAI 1:15:34

16d ago1:15:34

1:15:34

Will generative artificial intelligence lead to nirvana or dystopia? Great question, which we don’t exactly answer in this week’s podcast, but we do weigh the most critical downstream effects of the technology based on recent research done by urban economists Frank Levy and Scott Abrahams. We assess how GenAI impacts the benefits of a college degre…

1
The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip 59:52

20d ago59:52

59:52

In this episode, Kris Sidial joins Jack Forehand and Brent Kochuba to break down the mechanics of tail risk hedging, why most volatility strategies fail, and how his team approaches dislocations in the market. We explore what's really driving volatility behind the scenes, the evolving market structure, and why the current environment may be far mor…

1
Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap 51:50

22d ago51:50

51:50

Are we heading toward a recession—or just stuck in macroeconomic purgatory? In this episode of Excess Returns, Dave Nadig and Matt Zeigler sit down with Cameron Dawson, CIO of NewEdge Wealth, to explore the uncertain territory between headline-driven panic and hard data reality. From the implications of sweeping tariffs to the capital account war n…

1
Every Rose Has Its Thorn 1:04:05

23d ago1:04:05

1:04:05

Moody’s Analytics colleague Dante DeAntonio joins the podcast to recap the April jobs report, along with the potpourri of other economic data released this week. Marisa dives into other labor market data, Cris tackles GDP, and Mark discusses consumer confidence. All along the way, Mark points out the thorns in recent data. The team also provides an…

1
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge 50:44

25d ago50:44

50:44

In this episode of Excess Returns, Justin and Jack welcome Travis Prentice from Informed Momentum Company to discuss the ins and outs of momentum investing. Travis brings nearly three decades of momentum investing experience and shares valuable insights about momentum strategies, misconceptions, implementation challenges, and how momentum can be ef…

1
The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here 54:22

29d ago54:22

54:22

Join hosts Matt Ziegler and Jack Forehand as they interview Jared Dillian (@DailyDirtNap on Twitter) for a fascinating discussion on current market conditions, macroeconomic trends, and controversial investment perspectives. Jared shares his unique takes on everything from tariffs to portfolio construction, offering insights that often challenge co…

1
Shaken, Not Stirred 57:28

1M ago57:28

57:28

Richard Barkham, Senior Economic Advisor at CBRE, joins the podcast to discuss the outlook for commercial real estate and the economy. Richard is decidedly more sanguine than the podcast hosts. Mark, Cris and Marisa also discuss the economic team’s recent win for Most Accurate U.S. Forecast for 2023-2024 by Consensus Economics. They debate how much…

1
The One Lesson: 50 Great Investors Share the One Thing They Would Teach You 1:11:52

1M ago1:11:52

1:11:52

When we started Excess Returns, we wanted to come up with one way to boil down the best advice from the experts we have interviewed into one simple question. That led us to create a standard closing question that we ask all of our guests, “Based on your experience in the markets, if you could teach one lesson to your average investor, what would th…

1
The Inbox Episode 1:08:42

1M ago1:08:42

1:08:42

This episode marks our four-year anniversary doing the Inside Economic podcast, and we devote the conversation to responding to listener questions. We’ve been getting lots of great Qs, ranging from the global trade war and DOGE cuts to immigration and productivity growth. Keep the questions coming. Hosts: Mark Zandi – Chief Economist, Moody’s Analy…

1
Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen 59:54

1M ago59:54

59:54

In this episode of Excess Returns, Matt Zeigler sits down with Andrew Cohen, who shares his extraordinary journey from Goldman Sachs trader to working directly with Bernie Madoff and ultimately becoming a victim of history's largest Ponzi scheme. Now a respected finance professor, Cohen offers unique insights into Wall Street's trading culture, the…

1
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing 55:20

1M ago55:20

55:20

Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. In this insightful conversation, Rich shares his expert perspective on today's market challenges, including the unprecedented narrowness of recent markets, the impact of tariffs on the US economy, an…

1
Jared Bernstein's Head is Spinning 1:13:54

1M ago1:13:54

1:13:54

The Inside Economics team is joined by the former chair of the White House’s Council of Economic Advisors, Jared Bernstein. Jared shares his evaluation of what has been a whirlwind few weeks for the global economy. With a healthy dose of humility, the group then debates where things might be headed in the U.S.-China trade war as well as which count…

1
Channeling Trump 1:15:57

2M ago1:15:57

1:15:57

Breitbart’s Economic and Finance Editor, John Carney, and the Urban Institute’s Jim Parrott return to Inside Economics to discuss the motivations and endgame of President Trump’s global trade war, tax and spending policy, and what will happen with Fannie and Freddie. The upshot of the conversation: the trade war isn’t going to end soon, and a reces…

1
The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It 1:02:49

2M ago1:02:49

1:02:49

In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve policies, and investor psychology amidst a turbulent market environment. Jim brings his decades of experience to provide context, rational analysis, and long-term perspectives, steering clear of bold predic…

1
100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them 1:01:50

2M ago1:01:50

1:01:50

In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers: Stocks That Return 100-to-1 and How to Find Them, former editor of influential newsletters, and co-founder of Woodlock House Family Capital, Chris brings a wealth of experienc…

1
The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive 53:56

2M ago53:56

53:56

In this episode, we are joined by Rick Ferri, a renowned advocate for low-cost, evidence-based investing. With the market in the midst of a significant selloff, it was a great time to get Rick’s practical wisdom on navigating market volatility, maintaining simplicity in investing, and making informed portfolio decisions amidst economic uncertainty.…

1
☹️ 1:11:17

2M ago1:11:17

1:11:17

The Moody's Analytics team discusses President Trump's trade war. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, …

1
A Plethora of Data 1:13:44

2M ago1:13:44

1:13:44

Mark, Marisa, and Cris break down this week's flood of economic data and explain how new auto tariffs will affect consumers and the overall economy. Their conversation addresses important concerns about the quality and availability of government statistics as they consider private-sector alternatives. They wrap up the episode with the ever-popular …

1
Heading to Recession Island | Will the Trump and Powell Puts Help Us Reverse Course? | Andy Constan 1:02:21

2M ago1:02:21

1:02:21

In this episode, we dive into the current economic landscape and its implications for investors with Andy Constan, founder of Damped Spring Advisors. Andy shares his expert analysis on the U.S. economy’s trajectory, the impact of policy shifts under the new administration, and the tools investors should consider—or avoid—in today’s volatile markets…

1
Investing with UBS CIO Mark Haefele 1:05:49

2M ago1:05:49

1:05:49

Investing in these especially turbulent times is intrepid. No better person to navigate the ups and downs in global stock, bond, crypto and other asset markets than UBS’s CIO, Mark Haefele. Mark discusses his new book, in which he considers the broad global trends – the 5 Ds – investors should embrace. And he offers a few investment nuggets along t…

1
The Soft Landing is a Myth: Here's What's Really Going on in the Economy | Cullen Roche 1:10:03

2M ago1:10:03

1:10:03

Join us for an insightful conversation with Cullen Roche, a renowned financial expert from Discipline Funds, as he breaks down some of the most pressing economic and market topics impacting investors today. Hosted by Justin and Jack, this episode of Excess Returns dives into a "fact and fiction" style discussion, where Cullen unpacks complex issues…

1
Fires and Floods with Firas Saleh 1:02:45

2M ago1:02:45

1:02:45

Firas Saleh, director of product management at Moody's, joins the Inside Economics team to discuss the increasing risk of wildfires and floods. He highlights the growing frequency and intensity of natural disasters and the significant economic losses they cause. The conversation then shifts to the insurance industry, focusing on how rising insuranc…

1
Will Economics Win? 30:43

2M ago30:43

30:43

The Inside Economics crew is joined by Matt Colyar to discuss February’s CPI report and a rapidly changing U.S. economic environment. Primarily, the conversation focuses on tariffs and the on-again, off-again chaos coming out of D.C. The group also discusses investors and U.S. trade partners’ increasingly evident fatigue and whether orthodox macroe…

1
Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia 1:03:18

2M ago1:03:18

1:03:18

In this episode of Excess Returns, Matt Ziegler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investment Officer of Wealth at Neuberger Berman. They dive deep into the current market volatility and economic uncertainties facing investors. From tariff concerns to shifting consumer behaviors, they prov…

1
Sharing the Angst 1:02:06

3M ago1:02:06

1:02:06

Moody’s Analytics colleague, Dante DeAntonio joins the podcast to discuss the February jobs report, and the team shares their angst about potential cracks in the labor market. The conversation then turns to the potential impact of DOGE cuts to the federal workforce and the economic implications of the on-again, off-again tariffs that has developed …

1
Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It 37:14

3M ago37:14

37:14

Buy Barry's Book https://amzn.to/3F7APZP In this initial episode of Rabbithole of our new show Rabbithole, Dave Nadig explores the psychology of money and investing with Barry Ritholtz, author of "How Not to Invest." Their conversation challenges conventional financial wisdom and reveals insights about what money is, and how we use and invest it. K…

1
Immigration Innovation with Adam Ozimek 1:19:10

3M ago1:19:10

1:19:10

Adam Ozimek, Chief Economist at the Economic Innovation Group, joins the podcast to discuss his latest proposal to reform and replace the high-skilled immigration program in the U.S. (better known as H-1B). In addition to immigration policy, the group discusses remote work, the softening of recent economic data, and the prospects for the year ahead…

1
The Trump Whisperer 1:04:54

3M ago1:04:54

1:04:54

Inside Economics was fortunate to have Trump whisperer John Carney of Breitbart News join the podcast to provide his insight on the Trump administration’s efforts to rework government and reshape economic policy. Urban Institute scholar Jim Parrott helped guide the conversation. Listeners will get a wildly different perspective from that provided b…

1
The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession 57:01

3M ago57:01

57:01

In this episode of Excess Returns, Justin and Matt welcome back investment strategist Mike Green for an in-depth conversation about the current state of markets, economic trends, and geopolitical developments.Mike shares his unique perspective on several key topics:Why traditional economic indicators like unemployment claims no longer accurately re…

1
Robert Reich on President Trump 57:00

3M ago57:00

57:00

Robert Reich, UC Berkley professor and former Labor Secretary under President Clinton, joins the Inside Economics podcast to take a retrospective look at economic policies extending back to Clinton that ultimately contributed to President Trump’s election, and a prospective look at where the president is taking policy and what it means for democrac…

1
Nine Timeless Lessons from 2024 | Larry Swedroe 1:05:13

3M ago1:05:13

1:05:13

In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can't be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes. Larry dives deep into th…

1
Inflation Blues 57:18

3M ago57:18

57:18

After congratulating the Philadelphia Eagles on their dominant Super Bowl win, the Inside Economics team breaks down the week’s inflation data. Moody’s Analytics colleague Matt Colyar joins to help unpack the details behind January’s hotter-than-hoped-for CPI and then the group discusses whether their outlooks for 2025 have changed. Predictably, th…

1
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride 49:42

3M ago49:42

49:42

In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed. McBride, with 24 years at the firm, shares insights into how their team has achieved impressive results b…

1
Eagles and Jobs and Tariffs, Oh My! 1:15:57

4M ago1:15:57

1:15:57

Dante joins the podcast to break down the January employment report and provide his odds for an Eagles Super Bowl victory. The job market is starting 2025 in a great place, and the team discusses the implications of significant revisions to labor market data. Finally, the conversation turns to tariff policy as everyone weighs in on which tariffs, i…

1
Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran 1:05:14

4M ago1:05:14

1:05:14

In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify's PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio. Drawing from his extensive experience at firms like Citadel and Millennium, Mike shares candid insights about what makes a successful investor and his portfol…

1
Tariffs, Bear Markets and the Hidden Knowledge Worker Recession | Dave Nadig and Jason Buck 1:04:27

4M ago1:04:27

1:04:27

Welcome to Click Beta - where three market professionals cut through the financial clickbait to have real conversations about what matters. In this premiere episode, hosts Matt Zigler, Jason Buck, and Dave Nadig dive into pressing topics like trade wars, tariffs, and their real-world impacts on small businesses and manufacturing. The conversation f…

1
The Fed Hits Pause 59:44

4M ago59:44

59:44

After a brief rundown of the week's solid economic data, the Inside Economics team is joined by Moody’s Analytics colleague Martin Wurm to discuss the Fed’s recent pause and the path of monetary policy for the rest of the year. Martin breaks down how we should think about the equilibrium long-term interest rate and, in turn, the fed funds rate. The…

1
Timeless Lessons from History's Best Traders | Jack Schwager 1:07:43

4M ago1:07:43

1:07:43

Market Wizards author Jack Schwager returns for another fascinating conversation about trading psychology, risk management, and lessons learned from interviewing the world's top traders. In this wide-ranging discussion, Schwager shares stories from his early career as a market analyst in the 1970s, his transition to writing the influential Market W…

1
Practical Lessons from Cliff Asness 57:29

4M ago57:29

57:29

In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics from their conversation, including:Cliff's humorous take on morning routines and why correlation doesn't equal causation when it comes to success habitsThe "Less Efficient Market Hypothesis" and why Clif…

1
The "Best" Bicentennial Episode 1:09:23

4M ago1:09:23

1:09:23

Inside Economics welcomes Wayne Best, Chief Economist at Visa, back on the podcast to celebrate the 200th episode and talk about the state of the American consumer. Wayne discusses Visa’s Spending Momentum Index for the U.S. and other parts of the globe and what it means for low, high, and middle-income households. The conversation ends with a disc…

1
Busting 50 Years of Investing Myths | Rob Arnott 1:12:14

4M ago1:12:14

1:12:14

In this episode of Excess Returns, Jack Forehand and special guest host Perth Tolle sit down with Rob Arnott, founder of Research Affiliates and pioneer of fundamental indexing. Rob discusses his thought-provoking article "50 Years of Innovation, Myth Making and Myth Busting," written for the 50th anniversary of the Journal of Portfolio Management.…

1
It’s the Final Countdown 1:08:11

4M ago1:08:11

1:08:11

No, we aren’t referring to President Trump’s inauguration. But we do chat about the implications of President Trump’s economic policies for Europe with Cosimo Pacciani, Head of Research for Poste Italiane and Moody’s Analytics own Gaurav Ganguly, chief EMEA economist. Inflation and interest rates were also top of mind. If, after listening to the po…

1
Building Intelligent Alpha Portfolios with ChatGPT | Doug Clinton 58:09

4M ago58:09

58:09

In this episode of Excess Returns, we sit down with Doug Clinton of Intelligent Alpha to explore the fascinating intersection of AI and investment strategy. We discussed how Doug is using large language models (LLMs) like ChatGPT, Claude, and Gemini to build portfolios that aim to beat the market over time.Doug shares insights from his experience l…

1
Out of the Wilderness with Glenn Hubbard 55:41

5M ago55:41

55:41

The Inside Economics team is pleased to welcome Glenn Hubbard, Nonresident Senior Fellow at AEI and former chairman of the President’s Council of Economic Advisers, to the podcast. Dante kicks things off with a summary of this week's "surprising" employment report. Glenn offers his opinions on the Trump administration's policy proposals and their p…

1
Beyond the Magnificent Seven: Liz Ann Sonders on Markets, Cycles & Investing 1:02:10

5M ago1:02:10

1:02:10

In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing. We explore her unique perspective on the current market environment, including her views on the end of the "Great Moderation" era and the transition to what she …

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Jared Bernstein Podcasts

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