Adam Johnson

Portfolio manager Adam Johnson, who focuses on tech-driven earnings, discusses the bullish market outlook despite fears of a recession. He believes strong corporate earnings and a surge in AI investment indicate a genuine boom, not a bubble. Johnson provides insights on buying the dip, emphasizing smart stock selection in the AI space. He highlights companies leveraging AI for productivity gains and introduces lesser-known winners beyond big tech. Tune in for a practical playbook on managing market volatility and capitalizing on innovation.

In a lively discussion, Adam Johnson, a portfolio manager at the Bullseye American Ingenuity Fund, shares his bullish outlook on U.S. stocks and the transformative power of AI. He highlights groundbreaking applications like autonomous trucking and Tesla's humanoid robots that are set to redefine industries. Adam emphasizes the resilience of the U.S. economy, discusses effective risk management strategies, and points out promising investment opportunities in innovative companies that harness AI and robotics.

In this engaging discussion, Adam Johnson, Portfolio Manager at Bullseye American Ingenuity Fund, reveals why he believes recession fears are overstated. He highlights the attractive valuations of AI stocks like NVIDIA and shares his top picks, including Coinbase and Delta Airlines. Adam emphasizes the importance of American innovation and the potential for significant returns by embracing tech investments. He also navigates market volatility, encouraging investors to see it as an opportunity rather than a threat.

David Rosenberg, Chief Economist at Rosenberg Research, discusses the market's bullish sentiment following the elections and the impact of Trump's policies amidst geopolitical tensions. Jonathan Wellum highlights persistent inflation and the need for pro-growth strategies. Adam Johnson shares a bright outlook on GDP growth, focusing on nuclear energy and oil services as investment opportunities. Bob Elliot, CEO of Unlimited Funds, unveils how low-cost ETFs and AI can democratize hedge fund strategies, making them accessible to everyday investors.

Adam Johnson, Portfolio Manager of the Bullseye American Ingenuity Fund and author of the Bullseye Brief, shares his bullish outlook on the U.S. market. He discusses the economic drivers fueling growth, from AI innovations to potential impacts of Trump’s policies. Adam highlights key stock picks and sectors like energy and tech, emphasizing long-term investment strategies. With insights on interest rates, GDP growth, and even the dollar's strength, he instills confidence that the U.S. market's best days are ahead!