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 because Lewis understands cycles. He’d seen the worst stretch of value stocks versus growth stocks in the last 200 years. In this episode we talk cycles and supply chains and commodities and a strong dollar and valuation and the deglobalization cycle we find ourselves in now. What Lewis has is expertise, which is why I enjoy talking to investors like him at different points in time to expand my knowledge.