Adam Johnson dives deep into the future of AI, oil markets, and smart investment strategies.
In this episode, James Connor welcomes Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund and former oil trader, to Wealthion. Adam gives his take on the transformative power of AI, the volatile nature of oil markets, and the critical investment opportunities that lie ahead.
From his days at Bloomberg to his current insights on market trends, Adam shares actionable advice on navigating today’s economic landscape. Whether you're an investor interested in tech or curious about the next big move in oil, this episode offers valuable guidance to protect and grow your wealth.
Timestamps:
00:00 - Introduction
01:00 - Economic outlook
06:50 - Investment Strategy
09:25 - Portfolio Breakdown
11:40 - AI Investments
14:30 - Managing Weightings
16:15 - Risks to AI Stocks
18:35 - AI's Market Influence
21:05 - Beyond AI: Robotics
23:15 - Clean Energy Challenges
26:30 - Cryptocurrency Insights
30:20 - Economic Outlook
34:40 - Inflation and Rates
38:50 - No Recession Fear
41:55 - Oil Market Analysis
46:55 - Conclusion
49:30 - Wrap-Up
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