Katusa Research, Released on 10/1/20 Topics: ✔ The series of “Mini Crisis” that will happen and where it will start ✔ Why he sees Q4-2020 as the Pivotal timeframe ✔ How Negative REAL rates are going to be a MASSIVE issue ✔ Where Brent has a significant amount of his money invested (Hint: It’s NOT […]
Peak Prosperity, Released on 9/4/20 (Recorded on 9/3/2) This week’s guest expert, Brent Johnson of Santiago Capital explains the Dollar Milkshake Theory and why he predicts the vast one-sided trade against the US dollar is dangerously wrong. In the short term, if surprised by a sharply-rising dollar, markets will likely sell-off further. Brent Johnson is […]
Macro Voices, Released on 8/29/20 MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more. Brent Johnson is the CEO of Santiago Capital http://www.santiagocapital.com/.
George Gammon, Released on 6/29/20 Fintwit superstar Brent Johnson and I sit down to talk about the current macro environment, what his thoughts are RIGHT NOW on the dollar milkshake theory (has he changed his view?), the Federal Reserve using swap lines as political weapons and much much more. This Episode is going to blow […]
Gold Silver (w/ Mike Maloney), Released on 6/25/20 We’ve had many requests for Mike Maloney’s opinion on Brent Johnson’s ‘Dollar Milkshake Theory’, so we decided to go one better – a conversation between Mike and Brent covering the dollar, gold, and their expectations for the economy in general. Don’t miss this 25 minute clip, it […]
Palisade Radio, Released on 6/19/20 Time Stamp References: 0:40 – The Milkshake Theory 3:30 – Recent update, equities higer and timing. 7:50 – Confidence and being open to being wrong. 12:30 – Two different dollar markets – Eurodollars. 15:30 – Betting with Peter Schiff. 17:00 – New dollars vs. more dollars. 20:00 – Why the […]
Cambridge House International Inc., Released on 5/27/20 The global currency crisis of 2020 and beyond is here. In this interview Cambridge House CEO Jay Martin talks in-depth with Santiago Capital Manager Brent Johnson about the coming global currency crisis. Brent Johnson is popular for his Dollar Milk Shake Theory – A theory that argues that […]
Macro Voices, Released on 5/11/20 Topics: U.S. Dollar Outlook – Why Brent still forecasts an upside resolution to the USD consolidation S&P 500 forecast Gold & Gold Miners Commodities outlook Brent Johnson is the CEO of Santiago Capital http://www.santiagocapital.com/.
