The Regime Change No One Sees | Adam Parker on Why Valuations Are Lying to You
Adam Parker, founder and CEO of Trivariate and Trivector Research, joins Excess Returns to discuss how fundamental, quantitative, and macro perspectives intersect to shape markets today. Parker shares his long-term bullish case for U.S. equities, why traditional valuation signals no longer work, the biggest risks he sees for investors, and how AI, inflation, and market structure are reshaping opportunities and risks in real time.
Main topics covered:
Why combining fundamental, quantitative, and macro analysis gives a clearer view of markets
The case for the S&P 500 reaching 10,000 by 2030…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.