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Equity valuations aren't discounting an earnings miss, says Trivariate's Adam Parker
CNBC Television· 2025-06-16 19:42
With stocks less than 2% from new highs, will the wall of worry prove too insurmountable or not. Let's ask Adam Parker. He is Tvariat founder and CEO, a CNBC contributor as well.It's good to see you. Thanks for having me. The the last time you were on, you gave us notes, reasons and ways to get defensive in the market.Now, you've given us four ideas to get to for for offense. And you say you got push back from some of your clients who asked why would we get defensive if the price momentum and everything els ...