Katusa Research, Released on 5/31/21 In this interview you’ll hear: ✓ Why Marin sees “An industrial revolution, like nothing we’ve ever seen” ✓ The coming showdown between America and China with the new weapons of war (hint: carbon tariffs and net zero manufacturing) ✓ How the bond market and cost of capital has changed significantly […]
George Gammon, Released on 5/4/21 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 […]
George Gammon, Released on 12/23/20 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 […]
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 […]
