

Brent Johnson: “Heaven Help The World If Dollar Continues To Skyrocket”
Sep 20, 2023
Brent Johnson, market expert and founder of Santiago Capital, shares insights on the scorching summer rally in the US dollar against other currencies. He warns of potential consequences if the dollar continues to skyrocket. Topics covered include the relationship between bond markets and currencies, convexity in bond math, analysis of Saudi Arabia and China's holdings of US treasuries, the impact of the weakening yen on China and Japan, and the dilemma facing Japan in stabilizing its currency versus bond market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 6min
The Relationship Between Bond Markets and Currencies
05:39 • 8min
Convexity in Bond Math and Financial Gravity Rules
13:22 • 6min
Analysis of Saudi Arabia and China's holdings of US treasuries
19:29 • 2min
The Impact of the Weakening Yen on China and Japan
21:19 • 4min
The Dilemma Facing Japan: Stabilizing Currency vs Bond Market
25:18 • 29min