Adam Parker, Founder of Trivariate Research, dives into equity market outlooks, emphasizing sector rotation and achievable earnings estimates. Anastasia Amoroso, Managing Director and Chief Investment Strategist, highlights a resurgence in private markets and the impact of AI on productivity with minimal layoffs so far. Meanwhile, Brandon Gomez, a CNBC cannabis reporter, discusses the potential federal reclassification of cannabis, revealing how changes might open new avenues for investment in the industry.
