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Macro Voices
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
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.
01:13:14
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Quick takeaways
- The U.S. Dollar bull market is not over and new highs for the dollar index are still expected.
- Hedging broader market risk is a prudent strategy, especially for sectors like uranium mining, and utilizing spreads can effectively manage risk.
Deep dives
The Potential Topping Process in Equities
The market may be in a topping process, with potential for retesting highs or even breaking slightly higher. However, there are vulnerabilities and warning signs that suggest a correction may be on the horizon.
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