Bernstein and Rosenberg at Alpha Institutes CIO Summit

Richard Bernstein, CEO of Richard Bernstein Advisors, says we’re in the early innings of a bull run to rival the 1982-1999 bull market. David Rosenberg, Chief Economist and Strategist at Gluskin Sheff, says it may wind up looking more like 1932-1936. “Rich and Rosie” appeared together at the Alpha Institutes CIO Summit held at the Harvard Club in New York on October 18th, moderated by Wall Street Week’s Jeff Salkin and Alpha Institute’s Julia Rhee.
RosieAndRichPt1Oct12 by W$W
Part Two of the event audio covers investment ideas, including one where Rosenberg and Bernstein agree(!) They discuss municipal, corporate, and government bonds, diversification, gold, and domestic vs. international equities.
RosieAndRichPt2Oct12 by W$W