TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores the Dollar Milkshake Theory, which suggests the U.S. dollar could strengthen amid a currency crisis. The discussion also touches on related financial topics like supply shocks, cryptocurrency behaviors, and the influence of central bank digital currencies.
In today’s episode, Trey Lockerbie chats with Brent Johnson of Santiago Capital. Brent is best known for his Dollar Milkshake Theory, which is a strong counterpoint to the narrative that the next currency crisis will result in a weaker dollar. Brent’s theory highlights that the opposite might be true.
IN THIS EPISODE, YOU’LL LEARN:
- 01:39 - What the Dollar Milkshake Theory is.
- 31:53 - How the Dollar Milkshake Theory has evolved through Covid.
- 56:50 - The range to watch for the DXY (a.k.a US dollar index) but more importantly at what rate of change.
- 61:49 - How supply shocks could impact the dollar in 2022.
- And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Dollar Milkshake explained.
- Santiago Capital Website.
- Brent Johnson Twitter.
- Trey Lockerbie Twitter.
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