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Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.250)
Panic with Friends - Howard Lindzon
The New Corner: Help Howard Allocate
Howard Kurtz: We started talking to our clients about this in late 21 because some of these long term metrics, like for instance, the cyclically adjusted or Cape ratio, Robert Schiller, I believe put together goes back a couple hundred years. And you have to have hedges on like this because chaos could just come out of the corners. So let's, this, this, a new corner called help Howard allocate. He'll change his title again. But there's this guy, Howard, handsome, it lives in Arizona, low tax state. Good, good fishermen, good fishermen.
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