Brent Johnson returns to update us on his famous Dollar Milkshake Theory.
Brent Johnson, CEO of Santiago Capital, joins Raoul to share the story of how he came to develop his now-famous Dollar Milkshake Theory, and what's changed since he made his initial predictions in 2018. Raoul and Brent also examine how geopolitics could affect the dollar's strength, what this all means for the future direction of global risk assets, and why the dollar will be the final currency to fail. Recorded on May 28, 2024.
Timestamps:
(00:00) Introduction and importance of subscribing
(00:26) Raoul's journey in macro, crypto, and tech
(01:47) Understanding the broken economic system
(03:37) Introduction to Brent Johnson and Dollar Milkshake Theory
(07:07) Brent's background in wealth management
(10:18) Transition from gold bug to dollar bull
(17:13) Seeing the world as it is vs. how you want it to be
(24:21) The significance of the euro dollar market
(27:30) The Dollar Milkshake Theory explained
(35:15) Managing portfolios based on reality
(50:13) The duality of money and its implications
(1:00:45) The cyclical nature of the dollar and future outlook
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