U.S. stocks are hitting all-time highs, but can the rally continue? According to Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund, the answer is a resounding yes. In this high-energy interview, Adam makes the bullish case for American innovation, explains why AI is the most transformative force of our time, and names the companies poised to dominate the next decade.
From autonomous trucking and warehouse robotics to Tesla’s humanoid factory workers, Adam reveals the real-world AI applications already disrupting industries—and how investors can position for it. He also shares how he manages risk, takes profits, and navigates volatility in a market full of mixed signals.
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Chapters:
0:47 - Record Highs, Real Risks: How Strong Is the U.S. Economy?
3:42 - Global Rotation or U.S. Dominance?
7:24 - Tariffs & Trust: Will Foreign Investors Hit the Brakes?
10:21 - 15% Tariffs: Can America Digest the New Baseline?
12:51 - Fed on Deck: What Bond Spreads Say About What’s Next
15:04 - Are Rate Cuts Coming Fast, and How Deep Could They Go?
17:47 - Where the Smart Money Sees the Most Upside Right Now
20:28 - Grocery Stores to Self-Driving Trucks: The AI Revolution Spreads
24:54 - The Next Big AI Wave Is Coming. Here’s Where to Look
26:04 - Tesla in the Crosshairs: Politics, EVs & the Profit Challenge
29:35 - Key-Man Risk: What If Something Happens to Elon Musk?
31:44 - GE HealthCare and Why It Still Looks Cheap
34:58 - AI’s Backbone: Are Semiconductors Still the Leaders?
37:22 - Trim, Target, Repeat: How Adam Manages Winners
40:31 - No Shiny Rocks: Why Gold (and Oil) Don’t Fit in Adam’s Portfolio
42:36 - Nvidia and Beyond: Sizing the Flagship
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