Macro Voices MacroVoices #391 Brent Johnson: The Dollar Is Not Done
21 snips
Aug 31, 2023 
MacroVoices welcomes Brent Johnson, Founder of Santiago Capital, to discuss the US Dollar bull market and potential challenges to its hegemony. They delve into the dilemma of the yen and the bond market, with insights on crude oil futures and market vulnerability. Don't miss their analysis of the EIA report and the importance of left tail hedges. Visit macrovoices.com for more details.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Potential Challenges to the US Dollar's Hegemony
02:24 • 25min
The Dilemma of the Yen and the Bond Market
27:27 • 16min
Conclusion of Interview, Podcast and Crude Oil Discussion
43:14 • 2min
Analysis of EIA report, US production, and crude oil futures
45:15 • 2min
Left Tail Hedges and Market Vulnerability
47:38 • 22min
Wrap-up and Information
01:09:30 • 4min