In this episode of Wealthion, guest host Andrew Brill interviews Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund and author of the Bullseye Brief Investment Newsletter. Adam provides keen insights into the current state of the economy, discussing inflation trends, the impact of rate cuts, and the volatility in tech stocks. He also shares his strategies for navigating market chaos and generating long-term gains.
This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.
TIMESTAMPS:
0:00 - Introduction
1:01 - Introducing Adam Johnson
1:35 - Market Overview
2:32 - Inflation and Rate Cuts
3:50 - Economic Components
6:34 - Market Volatility
10:28 - Algorithmic Trading
12:42 - Rate Cuts and the Fed
14:35 - Small Caps
17:26 - Impact of Rate Cuts on Small Companies
20:35 - Netflix Bond Issuance
23:09 - Finding Bond Sales
24:47 - Money Market Accounts
26:27 - Investing Strategy
29:15 - Earnings Season
30:18 - Best Sources for Investment Information
32:26 - Opportunities Beyond Tech
34:46 - Geopolitical Tensions
37:22 - Presidential Election Impact
40:30 - Closing Remarks
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