About this episode

Erik Townsend and Patrick Ceresna discuss the U.S equity market with guest Adam Parker, focusing on diversifying portfolios in the context of an earnings-driven market and the AI bubble.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4btGdn1 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

More episodes of Macro Voices

• MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching · July 16, 2026 · 1h 56m
• MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over? · July 2, 2026 · 58 min
• MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets? · June 25, 2026 · 1h 1m
• MacroVoices #537 Brent Johnson: There’s No Turning Back · June 18, 2026 · 1h 28m

Explore listener stats, chart rankings, contacts and more on the Macro Voices podcast page.