Today's podcast was a treat for me, I have been following Adam for a very long time back to his days at Morgan Stanley. Adam founded Trivariate Research, which combines fundamental, quantitative, and macro analysis to produce actionable research, practical investment advice and analytically rigorous risk management for our clients. They serve institutions, hedge funds, fund companies, and RIA's family offices through their research platform. "Winners could be those with above average estimate achievability". We talked about the market today, where estimates are likely headed, which sectors likely have a better opportunity and which could see a more difficult go of it.  To learn more about Trivariate: https://trivariateresearch.com To learn more about investing in the world's most relevant global brands: https://www.globalbrandsmatter.com/dynamic-portfolio