MacroVoices Erik Townsend &amp; Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4btGdn1 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik&#x27;s Substack: https://eriktownsend.substack.com/

MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market

Macro Voices

This is Macro Voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices and other sophisticated investors. Macro Voices is all about the brightest minds in the world of finance and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are your hosts, Erik Townsend and Patrick Ceresna.

Macro Voices Episode 540 was produced on July 9th, 2026. I'm Erik Townsend. We're going to take a break from the Hormuz focus of the last few episodes and turn our attention back to U.S. equity markets in this week's podcast. Trivariate Research Founder Adam Parker joins me as a first time guest and we'll focus on the U.S. equity market.

Then stay tuned for our new and improved Macro Voices trading desk where Patrick and Masil Begnan will deliver a fast-paced market wrap featuring Patrick's trade of the week, fresh positioning insights from the Commitment of Traders reports and a concise breakdown of the key markets you need to watch. Our friends over at Ollo Atomics made history this past holiday weekend. Regular listeners may remember that I interviewed their CEO, Matt Lozak, on this program in our March 5th episode.

Now, just in the short time since that interview, Ollo literally built their first nuclear reactor in just 40 days and then turned it on and demonstrated a sustained nuclear fission chain reaction on the 4th of July.

I interviewed Matt and his co-founder and CTO, Yasser Arafat, for Zero Hedge earlier this week, and I strongly encourage our listeners who are interested in investing in the nuclear renaissance to watch that video, which you can find on YouTube, and it's also linked in this week's Research Roundup email.

MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market

Read the full transcript

The candid version is on a podcast,
not the earnings call.

MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.