The Rug Pull on Global Liquidity | Brent John...

Can policymakers keep the AI boom alive without squeezing the rest of the economy? This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening divide between Wall Street and Main Street. We discuss what’s driving bond yields, ...  Show more

The 10-year just closed at 5.22%, but the pain trade may be even higher. This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in bonds. We explore SOFR hike pricing, AI cape ...  Show more

<span style="font-weight: 400;">In Episode 250 of</span> <span style= "font-weight: 400;">Hidden Forces</span><span style= "font-weight: 400;">, Demetri Kofinas speaks with CEO of Santiago Capital and originator of the "Dollar ...

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

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

* It was another volatile day in the U.S. stock market, with the Dow swinging from positive to negative to positive to finally closing negative, but well off the lows and the highs of the day * The NASDAQ was only down about 15; the Dow down about 12 points * The real action was ...  Show more