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Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.250)
Panic with Friends - Howard Lindzon
The Doomsday Scenario for T Bills
Howard Kurtz: I'm very barbelled and I'm nervous about this to T bills, meaning obviously that's like my friend Mark Mullen on one of our earlier podcasts. We've limited our exposure to last cycles leaders. That's going to be your tech and your usual suspects. You know, they are. And we've taken very meaningful positions in precious metals in those world in streaming sector investments.
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