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TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson

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Manage episode 307501813 series 1394353
Contenuto fornito da Stig Brodersen and The Investor's Podcast Network. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Stig Brodersen and The Investor's Podcast Network o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In today’s episode, Trey Lockerbie chats with Brent Johnson of Santiago Capital. Brent is best known for his Dollar Milkshake Theory, which is a strong counterpoint to the narrative that the next currency crisis will result in a weaker dollar. Brent’s theory highlights that the opposite might be true.

IN THIS EPISODE, YOU’LL LEARN:

  • 01:39 - What the Dollar Milkshake Theory is.
  • 31:53 - How the Dollar Milkshake Theory has evolved through Covid.
  • 56:50 - The range to watch for the DXY (a.k.a US dollar index) but more importantly at what rate of change.
  • 61:49 - How supply shocks could impact the dollar in 2022.
  • And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

882 episodi

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iconCondividi
 
Manage episode 307501813 series 1394353
Contenuto fornito da Stig Brodersen and The Investor's Podcast Network. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Stig Brodersen and The Investor's Podcast Network o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In today’s episode, Trey Lockerbie chats with Brent Johnson of Santiago Capital. Brent is best known for his Dollar Milkshake Theory, which is a strong counterpoint to the narrative that the next currency crisis will result in a weaker dollar. Brent’s theory highlights that the opposite might be true.

IN THIS EPISODE, YOU’LL LEARN:

  • 01:39 - What the Dollar Milkshake Theory is.
  • 31:53 - How the Dollar Milkshake Theory has evolved through Covid.
  • 56:50 - The range to watch for the DXY (a.k.a US dollar index) but more importantly at what rate of change.
  • 61:49 - How supply shocks could impact the dollar in 2022.
  • And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

882 episodi

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