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4min chapter
Brent Johnson on Why The De-Dollarization Narrative Is Overhyped
Forward Guidance
The Dollar Smile Explained
Brent Johnson: The dollar is high on one end, low in the middle and it's high on the other end. He says we're going to spend a lot of time with the US being stagnant while the rest of the world is doing great. But he doesn't think that situation will play out yet because there are still too many dollars inside the U.S.Johnson: I could see a scenario where the US does okay while the others do very poorly. And so in three of the four scenarios, I prefer to be in US dollar and US assets.
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