Are AI Stocks and Oil Markets Key to Growing Your Portfolio?

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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