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episode icon Panic with Friends - Howard Lindzon
Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.250)
My good friend and fishing buddy Lewis Johnson of Ca... more
Apr 20 2023 42m
Chapter 1 7 mins
Introduction
Chapter 2 1 min
Welcome back Lewis
Chapter 3 3 mins
Heading into Summer 2023
Chapter 4 4 mins
Overstaying leadership
Chapter 5 59 sec
Tech theme bleeding out?
Chapter 6 1 min
Looking at past crises
Chapter 7 2 mins
Quiet rise of gold
Chapter 8 1 min
Recent trends
Chapter 9 2 mins
Exposure to precious metals
Chapter 10 1 min
Number one driver of long-term returns
Chapter 11 1 min
FED raise until it breaks
Chapter 12 1 min
Can banks profitably lend?
Chapter 13 2 mins
Tech driven / consumer discretionary market
Chapter 14 1 min
Limit exposure to last cycle leaders
Chapter 15 31 sec
A bull market in commodities?
Chapter 16 4 mins
Wrapping up
Chapter 17 2 mins
Closing thoughts
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