Brent Johnson

Brent Johnson, founder and CEO of Santiago Capital, shares insights on macroeconomics and his Dollar Milkshake Theory. He discusses the latest inflation data and warns of a possible 10–15% market correction, driven by upcoming rate cuts and political maneuvering. The conversation also highlights AI's dual impact on future productivity and inflation, along with the rising dynamics in gold mining stocks. Johnson urges investors to remain cautious and prepared for volatility amid changing economic tides.

Trey Lockerbie hosts an engaging discussion with notable guests including Josh Young, an energy expert discussing energy's role in inflation and Buffett's investments, Ian Cassell, a micro-cap investing guru highlighting the sector's past successes, and Brent Johnson, who sheds light on his intriguing dollar milkshake theory. Dan Rasmussen and Joe Brown dive into market indicators, with Joe exploring the contrarian put-call ratio. Together, they share insights on navigating the complexities of current economic conditions and investment landscapes.

Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory, dives deep into the complexities of global finance. He explains why the dollar may strengthen rather than decline amid turmoil, driven by insatiable global demand. The conversation covers the mechanics of stablecoins, which support dollar dominance, and the implications of a potential sovereign debt crisis. Johnson also discusses Bitcoin's role in this landscape and the philosophical challenges surrounding its adoption as an alternative asset.

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, CEO & Portfolio Manager at Santiago Capital and creator of the Dollar Milkshake Theory, shares his insights on the current market landscape. He discusses the recent weakening of the U.S. dollar and suggests it may be oversold, anticipating a potential rally. Brent also predicts a market correction by September, spurred by overly optimistic sentiments and geopolitical factors. He emphasizes the interplay between finance and political dynamics, urging investors to remain vigilant and strategic in managing their portfolios amid this volatility.

Brent Johnson, CEO of Santiago Capital and creator of the dollar milkshake thesis, dives into the potential fallout of a U.S. sovereign debt crisis. He argues that such a crisis would not only be bullish for the dollar but also explores how fears of dollar weakness are exaggerated. The discussion touches on the precarious balance between the Fed and the Treasury, suggesting a shift that could lead to higher yields and dollar value. Johnson emphasizes the interlinked nature of global economies and the risks associated with international investing.

Brent Johnson, CEO of Santiago Capital and creator of the "Dollar Milkshake" theory, joins the discussion rich with insights on the evolving Rules-Based Order. He reflects on his educational journey from chemistry to macroeconomics. The conversation navigates the geopolitical changes post-World War II and the rise of new global powers. Brent emphasizes the need for reforms amidst shifting political landscapes, the complexities of future digital currencies, and how these dynamics impact investment strategies in an increasingly unpredictable world.

Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory, returns to share insights on the current state of global finance. He discusses the paradox of the dollar's dominance amidst economic turmoil and how the U.S. economy acts as a magnet for global liquidity during crises. Brent also explores the complexities of transitioning to hard money and critiques U.S. economic policies. With a keen focus on geopolitical dynamics, he reveals how evolving financial strategies could reshape international relationships and liquidity management.

Brent Johnson, CEO & Portfolio Manager at Santiago Capital and creator of the dollar milkshake theory, delves into the complexities of the U.S.-China trade landscape. He critiques current U.S. trade policies and explores how they might be pushing global markets away from the U.S. He emphasizes the challenges posed by China's rise as a dominant economic force, including debt issues and demographic shifts. The conversation also covers strategies for investing amidst market volatility and the implications of shifting global power dynamics.

Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory, joins the discussion to delve into the complexities of global macroeconomics. He analyzes the future of the dollar amidst rising debt and inflation. The conversation touches on gold's relevance and the implications of shifting capital flows in today's markets. Humorously, the trio also explores the impact of political figures like Trump and Powell, and even shares amusing anecdotes about Bitcoin and social media that keep the dialogue engaging.