Mar 18 2025 44 mins 54
Forget recession fears. Adam Johnson sees a massive opportunity in today’s market! In this compelling conversation with Maggie Lake, Adam, Portfolio Manager at Bullseye American Ingenuity Fund, explains why recession concerns are exaggerated, why AI stocks like NVIDIA are attractively valued now, and reveals his top investment picks: including Coinbase, Delta Airlines, and surprising innovators like GE Vernova and Symbotic. Discover his bullish outlook on American exceptionalism, why he’s buying tech stocks, and how to confidently navigate market volatility.
Chapters:
0:44 - Market Crossroads: Stability or Slide?
2:08 - Big Economic Shift or Business as Usual?
3:35 - American Ingenuity vs. Global Rebalancing
6:21 - AI in Focus: Boom or Bubble?
9:27 - Open Source AI Dilemma: Can Moats Survive?
13:03 - From Infrastructure to Innovation: The AI Investment Playbook
16:37 - Giant or Niche: Navigating AI Investment Waters
18:54 - Agile Infrastructure: Timing the Data Center Dilemma
23:29 - Crypto’s Backbone: The Coinbase Question
26:30 - Regulatory Clarity: Threat or Validation for Coinbase?
28:54 - Delta’s Ingenuity: The Airline That Breaks the Mold
32:56 - Diversification in the Skies: Delta’s Strategic Edge
37:27 - Fear Factor: Recession, AI Bubbles, and Global Asset Shifts
39:44 - Volatility or Opportunity: Navigating Market Fluctuations
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