The Jay Martin Show, Released on 2/9/23 Our coverage of the VRIC continues with a discussion about the U.S. dollar and it’s status as a reserve currency, including the role gold plays in protecting wealth, and how the dollar dominance affects the broader market. Brent Johnson, Danielle Park, Grant Williams, and Russell Gray give their […]
Blockworks Macro, Released on 12/28/22 On today’s episode of On the Margin, we are joined by Brent Johnson CEO of Santiago Capital for a discussion on the macro forces driving markets in 2022 and what to expect heading into 2023. The story of 2022 was the U.S Dollar says Brent, long known for his “Dollar […]
Rebel Capitalist, Released on 12/7/22 Brent Johnson is the CEO of Santiago Capital http://www.santiagocapital.com/. George Edward Gammon is an American real estate investor and entrepreneur. He produces and stars in a popular YouTube Channel. Prior to 2012, George started, owned, and operated multiple businesses ranging from conventions to advertising. The last growing to 24 million […]
The Lead-Lag Report, Released on 11/18/22 The man behind the Dollar Milkshake Theory returns. And he has been spot on. Brent Johnson is the CEO of Santiago Capital http://www.santiagocapital.com/.
Mark Moss – Market Disruptors, Released on 10/31/22 0:00 Intro 0:39 Sovereigns Forced to Import Energy 8:35 Does Fed Want A Stronger Dollar? 24:05 Fed Fighting Back 27:14 DOJ Arrested 5-8 Chinese Nationals 28:52 Trump Started Economic War With China 30:40 Chip War 34:00 What Happens If Saudi Goes To BRICS? 40:16 Dollar Losing Value […]
Real Vision Finance, Released on 10/24/22 (Recorded on 10/11/22) Brent Johnson first spoke about his “dollar milkshake” theory on Real Vision in May 2018 https://youtu.be/vDr3lRZ01Zo Since then, by his estimate, he’s said “milkshake” “a million times.” As he sees it, the U.S. enjoys a comparative advantage – despite all of its problems – and, as […]
The Julia La Roche Show, Released on 10/13/22 Brent Johnson, the CEO of Puerto Rico-based wealth management firm Santiago Capital and the creator of the Dollar Milkshake Theory, joins Julia on episode 22. Brent’s view is that we’re heading for a currency crisis. The Dollar Milkshake Theory is a framework Brent developed to explain how […]
Blockworks Macro, Released on 9/20/22 (Recorded on 9/14/22) Why has the U.S. dollar exploded higher this year against other currencies, and what does its rise mean for the global economy? Brent Johnson, CEO of Santiago Capital and outspoken dollar bull, joins Jack Farley, host of the Forward Guidance podcast, to share his thoughts on what […]