MacroVoices #338 Brent Johnson: Why You Can’t...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYSJI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpictur ...  Show more

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next. https://bit.ly/3UfVKBc ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.c ...  Show more

Brent Johnson, portfolio manager at Santiago Capital, returns for Part 2 of our interview with him to lay out the 4 assets he favors most given the strong US dollar. Cash, gold, productive land & blue-chip US equities are the assets he would "go to war with" -- though in the nea ...  Show more

Brent Johnson, CEO of Santiago Capital, joins Lyn Alden of Lyn Alden Investment Strategy for an in-depth discussion on the fate of the world's most important currency: the U.S. dollar. Johnson gives a strategic update on his "Dollar Milkshake" thesis and explains his bullish long ...  Show more

Blockworks is proud to present a new podcast with Alfonso Peccatiello, co-host of “The Macro Trading Floor.” Each week on “Boiler Room,” Alf interviews the top names in finance to help you maneuver markets. In the debut episode, Alfonso is joined by Brent Donnelly, president of S ...  Show more

Santiago Capital's Brent Johnson comes back to the podcast to discuss the current state of the Dollar Milkshake in the context of Donald Trump's upending the old global financial business model.  It's a sober look at how and why today's turmoil is not tomorrow's dollar crisis.   ...  Show more