))
From Tech to Tariffs: Super-Analyst Adam Parker on TODAY's Markets
Manage episode 471377307 series 3565535
Content provided by Alec Crawford. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Crawford or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Alec Crawford, CEO of www.aicrisk.com and noted investment risk management expert interviews Adam Parker, super-analyst from Trivariate and Trivector research. He has a strong background in Market strategy and he was a top-ranked Institutional Investor award winner in Semiconductors earlier in his career.
- Embrace healthcare (Adam's top sector pick) and tech innovations for growth opportunities in evolving sectors. Adam likes NVDA even better today after its retreat in price.
- Adam notes that at the MS conference two weeks ago, none of the tech titans cut back on their commitments to buy NVDA chips.
- Otherwise, stay cautious amid policy changes, as tariffs and trade policies can drive market volatility. Wait for positive signals from management later this year before jumping in.
Stocks mentioned: NVDA, AVGO, LLY, INTC
Check it out below!
45 episodes
Share
