Lindzanity with Howard Lindzon

Lewis Johnson of Capital Wealth Advisors on the Current Deglobalization Cycle and the Importance of Valuation and Risk Management (EP.210)

I’m excited to have my fishing buddy, Lewis Johnson, back for another round of Panic. He runs a couple billion dollars as the CIO of Capital Wealth Advisors. Lewis was first on in November of 2020 when we realized we might not die from COVID and the Fed was printing money and we were in market Nirvana. Back then we talked value and growth and commodities…