Financial analyst Trey Lockerbie hosts a podcast episode with guests Jeremy Grantham, Michael Mauboussin, Josh Young, Ian Cassell, Brent Johnson, Dan Rasmussen, and Joe Brown. They discuss topics such as inflation comparison to 1970, valuation multiples, energy's impact on inflation, microcaps for investors, the dollar milkshake theory, and market indicators.

Brent Johnson, an astute investor focused on global liquidity and currency trades, shares captivating insights on the evolving financial landscape. He delves into the potential unwind of the yen carry trade and its repercussions on Japanese equities. Brent argues for using the dollar as a 'cheap hedge' while maintaining a bullish stance on gold. He critiques misconceptions surrounding Treasuries and discusses the dollar's stronghold amid exaggerated claims of its decline. The conversation also touches on the intricate dynamics between U.S. capital flows and global economic stability.

Brent Johnson, founder and CEO of Santiago Capital, shares his insights on the global economy and his Dollar Milkshake Theory. He explains how the Fed's policies may lead to market volatility and rising gold demand as a safe haven. Brent dives into the dynamics of carry trades and the implications of U.S. dollar dominance in the current economic climate. He also examines the potential impact of upcoming elections on the economy and the mechanics of the yen carry trade, revealing its risks and rewards in today’s market.

Brent Johnson, a macroeconomic expert famed for his dollar milkshake theory, shares intriguing insights on the current economic landscape. He discusses the recent uninversion of the yield curve and its implications for recession predictions, critiquing figures like Elon Musk on economic misunderstandings. Johnson dives into the complexities of U.S. Treasury demand and monetary dynamics, emphasizing the ongoing high demand for the dollar despite global shifts. He also explores the role of gold in asset management and liquidity during financial crises.

In Episode 304 of Hidden Forces, Demetri shares the recording from a Live Q&A he hosted on Thursday, March 23rd with Brent Johnson and Jeff Snider. The three discussed the FOMC’s latest rate hike decision and if the Fed is indeed as clueless as Jeff Snider believes or if there is a method to the madness as Brent and Demetri seem to suggest. They also speculate about what is likely to come after the current crisis and if it will lead to the birth of a new financial and monetary order. How and over what timeframe that new order comes into being, the forces bringing it about, and what it means for various asset classes and economies are all topics that Jeff, Brent, and Demetri discuss. You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports (or Key Takeaways) at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone else from our team will get right back to you. If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 03/23/2023

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.

Brent Johnson, CEO of Santiago Capital and mastermind behind the Dollar Milkshake Theory, shares his insights into the financial landscape. He expresses concern that the exuberance on Wall Street could lead to a repeat of the market struggles seen in 2022. The discussion covers the future strength of the dollar, the role of gold and Bitcoin as stores of value, and the potential effects of changing political dynamics on markets. Johnson advocates for a cautious investment strategy amidst growing economic uncertainties.

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.

Brent Johnson, CEO of Santiago Capital, discusses his Dollar Milkshake Theory with Raoul Pal. They cover topics like the broken economic system, transitioning from gold bug to dollar bull, significance of the euro dollar market, managing portfolios based on reality, and the cyclical nature of the dollar with future outlook.

Brent Johnson, a US dollar expert, discusses the future of the dollar, government spending trends, and the comparison between the US dollar, gold, and Bitcoin. They also explore the relationship between inflation, currency value, and globalization, and delve into the complexities of currency pegs and the dollar milkshake theory.