I had the pleasure of catching up with my good friend Lewis Johnson on this episode of Panic. Lewis has a strong background, with titles like UPenn Wharton MBA grad, money manager, stock picker, researcher and entrepreneur. Lewis’ company, Fundamental Global, is an alternative asset management firm which advises on over $2 billion of assets through its affiliates and deals in research, portfolio diversification and investment experience. If you’re looking for advice about asset management – or just someone to go fishing with – he’s your guy. In this episode, Lewis and I had a wide-ranging conversation, discussing managing alternative assets, the value of research and data, his work at Fundamental Global and Capital Wealth Advisors, the markets, the industrialization of China, gold, the Next Big Thing, supply and demand, cycles, crypto, decentralization, SPACs, education, silver linings in COVID-19 and more. It was clearly a smörgåsbord of a discussion. Enjoy! 

Guest - Lewis Johnson, Co-Founder & President at Fundamental Global Investors and Co-CIO at Capital Wealth Advisors 

howardlindzon.com, capitalwealthadvisors.com 

blog.capitalwealthadvisors.com/trends-tail-risks 

Twitter: @howardlindzon, @TrendsTailRisks, @knutjensen 

linkedin.com/in/lewismjohnson 

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