39:51

EssentialThe Essential Conversation

Inside the Framework of Conviction

Featuring Lewis Johnson

Sep 15, 2017 • 39 minutes

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Essential

The Essential Conversation

Inside the Framework of Conviction

Inside the Framework of Conviction

Featuring Lewis Johnson

Sep 15, 2017 • 39 minutes

Lewis Johnson is a renowned value investor and he explains his investment framework to Grant Williams, specializing in using cyclicality to grow and preserve clients’ wealth. He sees a trading opportunity in the steel industry - exploiting lower steel prices in the US compared with China and presents his view on gold’s impact on commodities and equities. Filmed on September 4, 2017 in the Cayman Islands. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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