Navigating Volatility: Adam Johnson on Inflation, Rate Cuts, and AI Stocks

Wealthion - Be Financially Resilient

In this episode of Wealthion, guest host Andrew Brill interviews Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund and author of the Bullseye Brief Investment Newsletter. Adam provides keen insights into the current state of the economy, discussing inflation trends, the impact of rate cuts, and the volatility in tech stocks. He also shares his strategies for navigating market chaos and generating long-term gains.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.

TIMESTAMPS: 0:00 - Introduction 1:01 - Introducing Adam Johnson 1:35 - Market Overview 2:32 - Inflation and Rate Cuts 3:50 - Economic Components 6:34 - Market Volatility 10:28 - Algorithmic Trading 12:42 - Rate Cuts and the Fed 14:35 - Small Caps 17:26 - Impact of Rate Cuts on Small Companies 20:35 - Netflix Bond Issuance 23:09 - Finding Bond Sales 24:47 - Money Market Accounts 26:27 - Investing Strategy 29:15 - Earnings Season 30:18 - Best Sources for Investment Information 32:26 - Opportunities Beyond Tech 34:46 - Geopolitical Tensions 37:22 - Presidential Election Impact 40:30 - Closing Remarks