No Recession Imminent, Adam Johnson of Bullseye Brief Provides Bullish Stock Picks

Adam Johnson of Bullseye Brief joins the podcast to discuss his optimistic views on the US economy. He supplies ideas for stocks to take advantage of this situation, and talks about his background and how he came to start his investing service. Content: Labor markets, consumer spending speak to strong economic currents in the US (0:46). The bullish case for financial stocks (2:55) and United Rentals (6:04). Semiconductors should do well (9:49). Adam's background and how he came to start Bullseye Brief (14:23). Ideas in biotechs (19:07). More information about Bullseye Brief: www.bullseyebrief.com

Om Podcasten

The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.