Macro Voices MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
13 snips
May 2, 2024 
Brent Johnson from Santiago Capital discusses the dollar rally, gold market move, and inflation concerns. They explore the implications of a strong dollar on equities and gold, the significance of diversifying portfolios, and analyze oil and copper market outlooks. The podcast also touches on EIA inventory data, market opportunities for upside movements, and signals of bottoming in agricultural markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Analyzing the Dollar Milkshake Theory and Global Economic Dynamics
03:26 • 30min
Diversification for Inflation and Currency Risk
33:11 • 11min
Analysis of Oil, Copper, Soft Commodities, and S&P 500 Outlook
44:25 • 5min
Analysis of EIA Inventory Numbers and Geopolitical Impact on Oil Prices
49:53 • 2min
Market Analysis and Opportunities for Upside Moves
51:59 • 13min
Analysis of U308 price action and potential breakout, along with signals of bottoming in agricultural markets
01:05:04 • 2min
Engaging with Listeners and Sponsors Wrap-up
01:06:43 • 3min