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2026 Market Shock: Adam Johnson Predicts a 20% Drop and a Massive Rally?
In this week’s episode, we sit down with Adam Johnson, Portfolio Manager of the Bullseye American Ingenuity Fund and author of the widely followed Bullseye Brief. Adam brings his signature 1980’s Wall St. energy as we dive deep into current market dynamics, the power (and pitfalls) of short sellers, the AI productivity boom, inflation surprises, and what investors should brace for in 2026.
We kick things off with Adam sharing some of his biggest surprises from the past year—including why several of his high‑conviction names stalled out despite strong fundamentals. From Toast to SMCI, Adam…
The skinny
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