Your Guide to Constructing a Diversified Stock Portfolio in Today's Inflationary Environment

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Your Guide to Constructing a Diversified Stock Portfolio in Today's Inflationary Environment

Adam Parker is the Founder of Trivariate Research, an independent boutique firm that focuses on selling research, data, and services to asset managers, RIAs, and corporations.

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Podcast: Your Guide to Constructing a Diversified Stock Portfolio in Today’s Inflationary Environment

Adam Parker is the Founder of Trivariate Research, an independent boutique firm that focuses on selling research, data, and services to asset managers, RIAs, and corporations.

Key Highlights

[00:01 – 05:37] How Wall Street has Changed

How the market on the street has changed in terms of human capital and skill sets
Encouraging aspiring street traders to get a degree in statistics or computer science
Why risk management has become a much more complex issue

[05:38 – 14:56] Small Businesses Can Benefit from Hiring a Boutique Firm

Boutique firm offers lower fees for experienced professionals to do the work, as opposed to a big five firm which would pay higher fees and get somebody junior on the account
How risk is misunderstood by many people, and volatility versus permanent loss of capital or value destruction are some of the key points that the author discusses
A fact pattern that is often seen is when a separately managed account or family an RA comes with a portfolio construction allocation

[14:57 – 45:27] The Market Price Inflation

The risks for the market and earnings due to the Fed’s current stance on inflation and interest rates
How wage inflation is softening, but it will take a while for it to peak

[45:28 – 46:03] Closing Segment

Additional Links:

Linkedin: https://www.linkedin.com/in/adam-parker-759542179

Website: www.trivariateresearch.com

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

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