Wealthion, Released on 8/27/21

Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory warns that those confident that easy Federal Reserve monetary policy and spiking inflation are destroying the US dollar may be surprised to see the USD strengthen (against other fiat currencies) from here. There’s an old saying: “Buy land. They’re not making any more of it” Well, you know what they ARE making a lot of more of? Dollars. And Euros, And yen. And yuan. Since the COVID pandemic hit last year, the Fed, ECB, BOJ & PBOC have increased their balance sheets by a collective $11 trillion — a 50% increase. As our devalued currencies lose their purchasing power, inflation is now raging at a 13-year high, with the price of many essentials for living — like food, fuel, housing and health care — up double digits from last year. Where will this end? And what can be done to protect our wealth from this inflation? To address these questions, we welcome to the program Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory. In this interview, Brent explains why he warns that — despite the ongoing trillions in stimulus being issued and the resulting wave of higher inflation — the dollar has potential to strengthen substantially from here, catching markets by surprise.

Part 1 (see part 2 below)

Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory returns to share the 4 key assets he plans to “go to war with” to protect and grow his portfolio against the volatility and possible 10-20% market correction he sees ahead for the stocks and bonds.

Specifically, he favors:
1. gold
2. productive land
3. cash
4. blue chip US equities

Part 2

Brent Johnson is the CEO of Santiago Capital http://www.santiagocapital.com/.

Adam Taggart is the Founder of Wealthion. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site, ChrisMartenson.com), he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (mySimon.com, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

  brent johnson, dollar, inflation, investing, markets