Adam Taggart | Thoughtful Money, Released on 7/9/24 Former Vice President Dick Cheney famously said “Reagan proved that deficits don’t matter” True or not, running greater and greater federal budget deficits has become standard operating procedure for Washington DC. When Cheney uttered those words, the annual deficit was in the low hundreds of billions. It’s […]
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/.
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 […]