Stansberry Research, Released on 9/22/21

“Everyone should have cash on the sidelines,” says Brent Johnson, Santiago Capital Founder and CEO. Johnson tells our Daniela Cambone that his highest conviction is that the dollar will rise more than its current trajectory, being the most under-appreciated risk in the market.

Investors, “should have hedges in place in case the dollar does get out of control,” he explains. Johnson makes the case that due to the current uncertain environment plaguing markets, he does not believe in being all-in on one trade.

“I am big believer in gold in the long-term,” he continues, but doesn’t think gold will pay off right away. Johnson urges investors to not ignore the deflationary argument, even with possible stimulus on the horizon.

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

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