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cover of episode Adam Parker On Deregulation, Sector Rotation & The Inauguration + Navigating Fed Speak with Axios’ Courtenay Brown

Adam Parker On Deregulation, Sector Rotation & The Inauguration + Navigating Fed Speak with Axios’ Courtenay Brown

2024/12/6
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On The Tape

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A
Adam Parker
领导 Trivariate Research,拥有20年股票行业经验,专注于结合基本面、量化和宏观分析的投资研究。
C
Courtenay Brown
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Adam Parker认为当前市场高质量增长股估值过高,预计未来将出现板块轮动,低质量增长股将被抛售,而高质量股票将受到青睐。他认为美联储的政策转向以及台湾半导体产业的潜在问题是股市面临的主要风险。他还分析了公司利润率增长与市盈率扩张之间的关系,以及影响利润率增长的关键因素。此外,他还讨论了对未来盈利能力的合理预期以及对未来市场回报的预测。他认为,关注市场观点的转变,而非具体的股价目标更为重要。他还分析了投资银行和地区性银行的投资机会,并对市场对特朗普政策的积极预期以及地缘政治风险进行了评估。最后,他还讨论了医疗保健和金融服务等行业可能受益于人工智能技术,并实现利润率扩张的可能性,以及那些能够提高效率并实现利润率扩张的大型公司,其估值可能被低估的观点。

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Dan Nathan and Danny Moses welcome Adam Parker), CEO of Trivariate Research). They discuss recent market dynamics, including asset rotation and the implications of AI on various sectors. Parker delves into potential market movements, valuation concerns across different sectors, and the evolving role of generative AI. He also shares thoughts on the valuation and strategic moves within the healthcare and tech sectors, the impact of geopolitical risks, and the unpredictable nature of market returns.

After the break, Guy Adami and Dan Nathan welcome Courtenay Brown), now an economics reporter at Axios. The discussion traces Courtenay's career path, starting as a page at CNBC's Fast Money in 2014, and her subsequent roles at Squawk Box and Axios. Courtenay reflects on her lack of initial knowledge about financial markets and how her curiosity and learning at CNBC shaped her career. The conversation covers her current insights into the Federal Reserve, inflation, and the wealth gap. Courtenay also shares her perspectives on global economic issues, including European productivity and protectionist policies under various U.S. administrations.

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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