Best of Panic With Friends - 'Valuation Is Destiny' Lewis Johnson of Capital Wealth Advisors

Panic with Friends – Investing for Profit and Joy

My good friend and fishing buddy Lewis Johnson of Capital Wealth Advisors is back on Panic with Friends for a fourth round, slowly catching up to our leader, Ben Hunt. Way back when Lewis was first on the show rates were zero going to negative. When he was last here in November of 2022, we touched on the "Madoff Moment" that was FTX, and talked about how to position ourselves moving into 2023. Lewis understands cycles. As we head into the summer with gold breaking out into all-time highs (it has not yet as of this post in August), I wanted to catch up with Lewis to discuss this potential breakout and how to play this cyclical trade.

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For more details on today’s conversation read on below…

Guest: Lewis Johnson

Profile: CIO of Capital Wealth Advisors

Where to Find Him: LinkedIn, Twitter

What is Lewis Panicked About? A Wile E. Coyote moment.

Show Notes:

• Introduction (0:39)

• Welcome back Lewis (8:39)

• Heading into Summer 2023 (9:54)

• Overstaying leadership (12:55)

• Tech theme bleeding out? (17:49)

• Looking at past crises (18:49)

• Quiet rise of gold (20:14)

• Recent trends (22:39)

• Exposure to precious metals (23:51)

• Number one driver of long-term returns (26:39)

• FED raise until it breaks (28:24)

• Can banks profitably lend? (29:44)

• Tech driven / consumer discretionary market (31:24)

• Limit exposure to last cycle leaders (33:26)

• A bull market in commodities? (34:49)

• Wrapping up (35:21)

• Closing thoughts (39:52)

Related:

Lewis Johnson of Capital Wealth Advisors on Deglobalization, Changing Trends, and a Return to Value

Lewis Johnson of Capital Wealth Advisors on the Current Deglobalization Cycle and the Importance of Valuation and Risk Management

Co-Founder and President of Fundamental Global Lewis Johnson Joins Me on Panic with Friends to Discuss the Business of Investing – from Asset Management to the Nature of Cycles

Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. For full disclosures: https://howardlindzon.com/c/disclaimer/