Roosevelt Bowman on AI trade headwinds and defensive investment strategies

Name: Roosevelt Bowman on AI trade headwinds and defensive investment strategies
Uploaded: 2026-11-02T20:47:35Z
Duration: 3 min 22 s
Description: Host Liz Claman and Bernstein Private Wealth Senior Investment Strategist Roosevelt Bowman discuss the recent sell-off in technology and AI stocks. Bowman highlights inflation, hawkish Federal Reserve signals, and concerns over AI infrastructure returns as dual headwinds, suggesting investors look toward defensive sectors like manufacturing and Consumer Staples, as well as high-quality bonds.

The Claman Countdown · FBN · Aired Yesterday · 3m 22s

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Host Liz Claman and Bernstein Private Wealth Senior Investment Strategist Roosevelt Bowman discuss the recent sell-off in technology and AI stocks. Bowman highlights inflation, hawkish Federal Reserve signals, and concerns over AI infrastructure returns as dual headwinds, suggesting investors look toward defensive sectors like manufacturing and Consumer Staples, as well as high-quality bonds.