Adam Parker on Strategies and Valuations

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 27 May 2022

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bloomberg Radio host Barry Ritholtz speaks with Adam Parker, who is the founder and CEO of Trivariate Research LP. From 2010 to early 2017, Adam was the chief US equity strategist and director of global quantitative research at Morgan Stanley, where he was acknowledged as a top strategist and quantitative researcher multiple times by Institutional Investor magazine. He was also a member of Morgan Stanley’s Global Investment Committee, a seven-person group responsible for asset allocation recommendations for the firm’s $2 trillion private wealth network. A prolific researcher, Parker co-authored a groundbreaking paper on gender diversity as a risk factor. He holds a Ph.D. in statistics from Boston University.

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0:00.0	What does it take to truly disrupt an industry? How do you overcome the fear of failure?
0:06.0	When is it time to take a risk?
0:08.0	I am Bob Pittman, Chairman and CEO of I Heart Media, and these are the kind of questions we explore on my podcast, Math and Magic,
0:16.0	Stories from the Frontiers of Market.
0:19.0	This season I sit down with some of the most unique thinkers to swap lessons and stories on making our work bigger and better.
0:26.0	We'll hear from business leaders like Christian Joel, Global CEO of Group M.
0:31.0	It's really important to hear your people realize it's okay to fail.
0:34.0	And it comes out of Silicon Valley. Fail fast, get smarter quick.
0:37.0	Susie Deering, CMO for Motor Company.
0:40.0	We are at that moment when it all changes, and I think that a big part of the why we're at that moment is because of the F-150 Lightning. It changed everything.
0:49.0	Steve Cooper, CEO of Warner Music Group. Technology is like an avalanche. You either get out in front of it or it's just going to bury.
1:00.0	Listen to Math and Magic on our very own free I Heart Radio app, Apple Podcast, or wherever you get your podcast.
1:10.0	This is Master's in Business with Barry Redholz on Bloomberg Radio.
1:17.0	This week on the podcast I have an extra special guest. Adam Parker, what a fascinating career.
1:24.0	Top ranked institutional analyst, Semin Conductor Analyst, Head of Research at Sanford Bernstein, Head of US Equities at Morgan Stanley.
1:34.0	Really a master class in how to think about creating frameworks for investing, for thinking about how to apply quantitative research along with macro and fundamental data.
1:46.0	In order to create a differentiated research product, just absolutely a master class in thinking about stocks and thinking about sectors, in thinking about where is the crowd wrong and how to come up with a very outlier perspective, many of which have been giant money makers and really fascinating market calls.
2:09.0	I found this conversation to be brilliant and insightful and I think you will also with no further ado, my conversation with TriVariate Researchers, Adam Parker.
2:21.0	This is Master's in Business with Barry Redholz on Bloomberg Radio.
2:29.0	My special guest this week is Adam Parker. He is the founder of TriVariate Research. Previously he was Global Director of Research and US Equity Strategist at Sanford C. Bernstein.
2:42.0	He was the number one institutional investor ranked analyst in Semin Conductors before he became Morgan Stanley's Chief US Equity Strategist and Director of Global Quant Research.
2:55.0	Adam Parker, welcome to Bloomberg. Thanks. Thanks for having me here.
	...

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