Is now the time to go all in on U.S. stocks? Adam Johnson, Portfolio Manager of the Bullseye American Ingenuity Fund, shares his bullish outlook on the American market and economy, breaking down the economic drivers he believes will fuel growth, from Trump’s policies to innovation in AI. In this interview with Wealthion’s Andrew Brill, he reveals his top investment strategies, key stock picks, and the sectors he believes are best positioned for long-term alpha. With insights on everything from energy and tech to how today’s economy and Trump could shape 2025 markets, this is a must-watch for anyone looking to protect and grow their wealth. Find out why Adam is confident that the U.S. market’s best days are still ahead!
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3YRxVOK
Chapters:
1:26 - Economic Overview: What’s Driving the Market?
3:01 - Is GDP Growth Driven by Government Spending?
4:27 - Unemployment’s Impact on Consumer Spending & GDP
6:16 - What Role Will AI Play in the Future of Nuclear Power?
10:31 - Where Are Interest Rates and Inflation Headed?
13:52 - Why Is the Dollar So Strong Right Now?
16:46 - What Are the Earnings Highlights This Season?
20:03 - Is the S&P 500 in a Bubble?
25:27 - What’s Driving the Market: Earnings or Politics?
29:39 - Which Sectors Are Worth Watching Now?
32:52 - Should We Be Worried About a Recession?
33:53 - What Should Investors Focus on Toward Year-End?
35:44 - What’s the Future of Crypto?
37:40 - Is Joby Aviation the Future of Air Travel?
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