Inside the Framework of Conviction
Featuring Lewis Johnson
Published on: September 15th, 2017 • Duration: 40 minutes • Asset Class: Equities, Commodities • Topic: Gold, Hard Commodities, Investment FrameworkLewis 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.