The Compound and Friends

The Texas Hedge

Apr 1, 2022

In this engaging discussion, Adam Parker, the CEO of Trivariate Research and former leader at Morgan Stanley, shares his insights on small-cap stocks versus large caps and the current economic landscape, highlighting key factors like inflation and supply chain challenges. The conversation also touches on the legacy of Ned Johnson at Fidelity, the rise of private equity, and strategic stock selection amidst market uncertainties. Additionally, there's a light-hearted banter on personal reading recommendations and reflections on personal development in finance.

01:41:58

Creator website

Episode guests

Adam Parker

Highlights

AI Chapters

Episode notes

I Love Youi Come Ere Where Your Wer You Leave

01:19

What's the Backlog?

01:22

Bidins Are Pretty Vulnerable Right Now

01:30

You Neversy michigan

01:19

Intro

2min

Casual Banter and Market Insights

2min

Exploring Crypto Growth and Light-hearted Banter

2min

Insights on Wealth Management and Market Dynamics

15min

Navigating Economic Complexities

20min

Navigating Small-Cap Challenges in Today's Market

17min

Market Forecasts and Investment Dynamics

8min

Legacy of Innovation in Finance

5min

The Influence of Fidelity on Financial Culture and Markets

2min

10.

Shifts in Investment Strategies and Market Dynamics

18min

11.

Navigating Sales and Personal Reading Recommendations

2min

12.

The Power of Reading and Reflection

4min

13.

Diving into 'Severance' and Listener Love

6min

On episode 40 of The Compound & Friends, Michael Batnick, Adam Parker, and Downtown Josh Brown discuss: smart money buying the dip, the case for small caps, the yield curve inversion, Ned Johnson, private market markdowns, NYC's comeback, Wall Street careers, and much more!

Thanks to FTX for sponsoring this episode! Download the FTX App today and use referral code "compound" to earn free crypto on every trade over $10: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685

Check out the latest in financial blogger fashion at: https://www.idontshop.com

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/

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