4min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP449: Why the Dollar is the Strengthening to 20 Year Highs W/ Brent Johnson

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Do You Think the Dollar Milk Shake Theory Affects US Equity Market?

In the years ahead, i actually think we will see us. Equity prices rise, not just versus the rest of the world, but on an absolute basis,. I think that will be because of this sovereign debt and this just general debt crisis that we have. We're already seeing money, a lot of money is left bonds. And i think, to a certain extent, us, large equities will replace global sovereign debt as a place to safely park capital.

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