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He Manages $2.5 Billion. Here’s His Take On The Market | Lewis Johnson, Capital Wealth Advisor

Trends with Friends EP. 61

Author

Howard Lindzon
April 25, 2024

Thanks to our sponsor, FinChat, the complete stock research platform for fundamental investors. TWF listeners get 15% off at checkout with the code "TWF." Learn more today.

Today we’re joined by Lewis Johnson of Capital Wealth Advisors. Lewis is a great friend and someone who manages approximately $2.5 billion in assets. In today’s wide-ranging episode, we discuss:

• Spotify’s great earnings and why we love the stock

• Why China is driving up the price of gold

• If you should be buying silver 

• Where we might be in the current market cycle

• If you should be reallocating some of your portfolio to commodities

• And so much more

Skip Ahead:

00:00 Welcome Lewis Johnson

05:10 JC’s take on the current market conditions

07:39 Spotify’s great quarter and analysis

19:47 Tech vs Commodities Long Term

24:22 Technology hitting 3 month lows

25:06 Dollar breaking down compared to gold

26:40 China’s demand is driving the price of gold

30:55 Where are we in the current market cycle

34:02 Is Silver a buy

40:40 What Lewis is recommending to his clients 

43:30 JC’s thoughts on Silver

45:40 Why you should consider a financial advisor

47:30 When should you reallocate your portfolio 

52:42 Goldman Sachs ($GS) update

56:30 Update on the 3 Gs

58:10 Trends With NO Friends ($BMI)

1:01:00 How Lewis manages growth in small and mid-cap stocks

1:03:45 What’s next for the US dollar

1:07:20 The biggest worry with high-interest rates

Big Thank You To Our Guest:

• Lewis Johnson - https://twitter.com/TrendsTailRisks 

Where To Find Howard and Friends:

• Production and Marketing - https://penname.co/ 

All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions.

CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA & NC) and as blueharbor wealth advisors (NC). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://[email protected]/firm/summary/158940. Lewis Johnson is an employee of CWA.  The Assets Under Management (“AUM” for CWA as of 12.31.2023 is $2,531,719,656.  Lewis Johnson and CWA do not promote or solicit any securities positions mentioned during this blog.  Lewis Johnson and CWA also do not promote or solicit any advertising for third-parties on any social media platform that this blog is presented on.

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