We Study Billionaires - The Investor’s Podcast Network

TIP449: Why the Dollar is the Strengthening to 20 Year Highs W/ Brent Johnson

May 20, 2022

57:15

Highlights

AI Chapters

Episode notes

Investing Beyond Wishful Thinking

01:31

Choosing Between the United States and Russia-China

02:30

Is Russia a New Model for the Rest of the World?

04:17

Do You Think the Dollar Milk Shake Theory Affects US Equity Market?

03:43

Introduction

4min

Is the US Going to Get What's Coming to It?

2min

Will You Be the Milk Shake Man?

5min

Do You Think the Dollar Milk Shake Theory Affects US Equity Market?

4min

Is the US in Good Shaker?

4min

Zip Recruiter - The Smartest Way to Hire

3min

When Inflation Matters Again?

3min

Aren't We Seeing That?

4min

Is the US Dollar a Wrecking Ball?

2min

10.

The Yuan Is the Most Important Thing That Nobody Was Talking About

6min

11.

Is It Just a Question of Supply Chain Disruption?

3min

12.

Monday Dot Com Slash Podcast

6min

13.

Is It a Quantitative Easing or a Stimulus?

3min

14.

Is There Any Asset That's Broken More Hearts Than Silver?

2min

15.

Is Russia a New Model for the Rest of the World?

4min

16.

Global Reserve Currency

2min

17.

What Do You Think We're Going to Do?

4min

IN THIS EPISODE, YOU'LL LEARN:

09:55 - Why it’ll be best to hold US assets over time.
15:51 - Why is the Japanese Yen reaching 40-year lows?
23:01 - How high energy costs exacerbate the issue.
29:57 - Why the stagflation playing out today is the worst-case scenario.
50:31 - The performance of silver and gold.
1:00:14 - What is causing the dollar to strengthen to 20-year highs.
And much much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Dollar Milkshake Explanation Video.
Santiago Capital Website.
Brent Johnson Twitter.
Trey Lockerbie Twitter.
Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.

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