The Dollar's Position and Economic Stability

This chapter analyzes the U.S. dollar's global dominance and its linkage to military spending, debating the necessity of deficit spending to uphold its status. It also examines the Dollar Milkshake Theory and its ramifications on global economies, investment strategies, and the interconnectedness of financial systems.

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Episode notes

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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