What podcasts say about Adam Johnson
Every statement, with the speaker, the exact quote and the moment it was said.
What Adam Johnson has said on podcasts
38 statements · 24 positive · 9 negative · 1 mixed · 4 neutral
Software has become a practical use case for artificial intelligence.
“software has become an AI use case”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 2:40
Some software companies trade at 12–13 times earnings despite 20–25% growth.
“some of these companies... have been trading at 12, 13 times earnings, and yet they still have 20 to 25% growth”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 2:49
AI development does not need to be slowed down because of current fears.
“the AI scare, oh my gosh, we have to slow it down. No, you don't need to.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 3:02
AI companies can regulate artificial intelligence themselves.
“you can regulate it yourselves”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 3:06
Very few people understand artificial intelligence.
“There are very few people who understand AI.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 4:09
The government does not understand artificial intelligence adequately.
“the government doesn't understand AI”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 4:20
Artificial intelligence is capable of self-regulation.
“AI is perfectly capable of regulating itself”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 4:35
Most companies use AI models that are approximately two years old.
“Most companies. are using models from two years ago”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 4:43
Most companies use AI models that are about two years old.
“Most companies. are using models from two years ago.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 4:43
Frontier-model risks do not generally apply to the average S&P 500 company.
“if you're worried about the risk at the average S&P 500 company, no”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 4:47
Adam seeks companies whose cash flow may double or triple over several years.
“I'm trying to find companies where I think cash flow will double or triple. over the next several years”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 8:07
Some selected companies’ cash flow will double or triple over several years.
“cash flow will double or triple. over the next several years”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 8:09
Adam buys stocks with potential price targets two to four times current prices.
“if I can get to a price target that's two, three, four times higher than where the stock is, I buy it and I leave it alone”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 8:18
The Fed must justify a decision to leave policy unchanged.
“if they do nothing, they have to justify why they did nothing”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 11:09
Elevated Treasury yields may represent appropriate monetary and market adjustment.
“a combination of the Fed and the market pushing yields to 20-year highs is ultimately a way of getting it right”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 11:39
Consumer inflation is currently declining toward a better direction.
“inflation at the consumer level is going the right way.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 13:15
Consumer inflation is currently declining toward a better level.
“inflation at the consumer level is going the right way”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 13:15
GDP growth is currently around four percent.
“GDP is growing somewhere in the fours”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 14:33
GDP growth is currently around four percent.
“GDP is growing somewhere in the fours.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 14:33
The economy is creating more than 100,000 jobs monthly.
“We're creating more than a hundred thousand jobs per month”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 14:41
The economy can tolerate oil prices averaging $85 per barrel.
“We've already proven to ourselves that we can live with $85 oil. It's not a sky is falling scenario.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 16:10
Current market and economic conditions offer more positives than risks.
“There is so much more to like right now than to fear”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 19:05
Current market and economic conditions offer more positives than risks.
“There is so much more to like right now than to fear.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 19:05
Investors may temporarily shift 10–20% of growth allocations into Treasuries.
“if you want to take 10, 15, 20%, whatever it is of the money that you've allocated to growth and just say, you know what, for a little bit of time, I'm just going to put it into T-bills or 10-year treasuries”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 19:56
A 5% Treasury return is a legitimate investment return.
“5% is a legitimate, Correct. Return”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 20:08
A 5% Treasury return is currently a legitimate investment return.
“5% is a legitimate, Correct. Return.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 20:08
A 5% Treasury return makes cash a legitimate investment asset.
“5% is a legitimate, Correct. Return. All of a sudden, cash is a legitimate asset.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 20:08
The S&P 500 may revalue from 22–23 times earnings to 19–21 times.
“the S&P, instead of trading at 22 to 23 times earnings, will trade at 20 to 21. Exactly. Maybe 19.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 21:10
Algorithmic earnings checks can cause a stock to fall 10% when one metric misses.
“if any one of them is wrong, boom right suddenly the stock's down 10”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 21:54
The stock market will rise but remain volatile until the midterm elections.
“the stock market's going to be higher. I do think it'll be volatile until midterms.”
Open the episode · Why human emotion is the biggest threat to your portfolioListen at 24:39
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.