Adam Johnson: AI Boom, Not Bubble. Why This Bull Market Still Has Room to Run

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Are investors talking themselves out of a bull market that still has room to run? Portfolio manager Adam Johnson thinks so. In this conversation with Maggie Lake, Adam explains why strong corporate earnings, resilient U.S. economic growth, and a massive wave of AI and capital investment are still driving markets higher, despite widespread fears of recession, inflated valuations, and an “AI bubble.” Adam also outlines exactly how he approaches buying the dip, where he sees real innovation creating real profits, why the seasonally strongest period for markets may not be over yet, and some of his favorite stock picks.

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