Panic with Friends - Howard Lindzon artwork

Best of Panic: Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.266) This Episode was 1st published on April 20th, 2023

Panic with Friends - Howard Lindzon

English - August 10, 2023 04:01 - 42 minutes - ★★★★★ - 38 ratings
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Previous Episode: Best of Panic: Talking Testosterone and Longevity with Hone Health Co-founder and CEO Saad Alam (EP.265) This Episode was 1st published on March 16th, 2023
Next Episode: Best of Panic: Ben Hunt of Epsilon Theory on Rational Optimism and Countering a Coordinated Attack in Narrative on the United States (EP.267) This Episode was 1st published on May 4th, 2023

My good friend and fishing buddy Lewis Johnson of Capitol 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, I wanted to catch up with Lewis to discuss this potential breakout and how to play this cyclical trade. 
Guest - Lewis Johnson, CIO at Capital Wealth Advisors 
howardlindzon.com, capitalwealthadvisors.com 
blog.capitalwealthadvisors.com/trends-tail-risks 
Twitter: @howardlindzon, @PanicwFriends, @TrendsTailRisks, @knutjensen 
linkedin.com/in/lewismjohnson 
#fintech #invest #investment #venturecapital #stockmarket #finance 
Time Stamps: 

Intro (00:39)

Welcome back Lewis (08:39)

Heading into Summer 2023 (09:54)

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)

Outro (39:52) 

My good friend and fishing buddy Lewis Johnson of Capitol 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, I wanted to catch up with Lewis to discuss this potential breakout and how to play this cyclical trade. 

Guest - Lewis Johnson, CIO at Capital Wealth Advisors 

howardlindzon.com, capitalwealthadvisors.com 

blog.capitalwealthadvisors.com/trends-tail-risks 

Twitter: @howardlindzon, @PanicwFriends, @TrendsTailRisks, @knutjensen 

linkedin.com/in/lewismjohnson 

#fintech #invest #investment #venturecapital #stockmarket #finance 

Time Stamps: 


Intro (00:39)
Welcome back Lewis (08:39)
Heading into Summer 2023 (09:54)
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)
Outro (39:52)