When Will AI Spending Translate to Profits?

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Are investors talking themselves out of a bull market that still has room to run? Portfolio manager Adam Johnson thinks so. In this conversation with Maggie Lake, Adam explains why strong corporate earnings, resilient U.S. economic growth, and a massive wave of AI and capital investment are still driving markets higher, despite widespread fears of recession, inflated valuations, and an “AI bubble.” Adam also outlines exactly how he approaches buying the dip, where he sees real innovation creating real profits, why the seasonally strongest period for markets may not be over yet, and some of his favorite stock picks.

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Chapters:

1:23 - Why This Market Keeps Climbing Despite Everyone’s Fears

3:59 - The $1 Trillion “Peace Dividend” Deals: Game-Changer or Mirage?

6:21 - AI Boom or AI Bubble? The Signals That Actually Matter

9:24 - The Smart Investor’s Volatility Playbook: When to Buy vs. When to Step Back

11:58 - Is the U.S. Economy Strong… or Just Well-Staged?

14:09 - If a Crash Happens, What Really Triggers It?

16:16 - The Two Americas: Inflation Winners and Losers

18:50 - AI Everywhere, But Who Gets Paid?

21:58 - Can the AI Giants Defend Their Moats in a Price War?

25:25 - The Hidden Winners: Old-School Companies Lifted by AI

28:12 - Beyond Tech: The New “American Ingenuity” Stocks to Watch

32:30 - The AI Energy Squeeze: Why Power Is the Next Battleground

35:30 - ⭐️Wealthion Golden Nugget: Adam’s Disciplined & Rationality Based Investing Framework

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#Wealthion #Wealth #Finance #Investing #Markets #Economy #Stocks #AI #TechStocks #Nvidia #Earnings #Productivity #Inflation #PortfolioStrategy #MarketOutlook #BuyTheDip #Innovation #AmericanIngenuity #AdamJohnson

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