All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update

Macro Voices

Hedge Fund Manager Erik Townsend

Investing, Business, Business:investing

4.8 • 3.4K Ratings

🗓️ 11 May 2020

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath. Link: https://bit.ly/2SW5aPP

Transcript

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0:00.0	This is a special edition of Macro Voices with hedge fund manager Eric Townsend.
0:14.2	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.8	offices, and other sophisticated investors.
0:23.0	Now for this special edition of Macro Voices, here's hedge fund manager Eric Townsend.
0:30.6	Macro Voices All Stars Episode 104 was recorded on May 11, 2020.
0:36.1	I'm Eric Townsend.
0:37.7	This episode of Macro Voices All Stars is brought to you by top traders on plug.com,
0:43.3	the leading podcast when it comes to quant and rules based investing.
0:47.5	I'll tell you how to claim a free copy of their new guide to the best investing books
0:52.6	ever written at the end of this episode.
0:55.8	Joining me today is Brent Johnson, founder of Santiago Capital.
1:01.2	Brent prepared a terrific slide deck to accompany today's interview.
1:04.9	Listeners, you'll find the download link in the description of today's podcast on our
1:09.8	homepage at macrovoices.com right next to Brent's picture.
1:14.6	Brent, it's great to have you back in the show.
1:16.5	It's been a while.
1:17.5	I've been thinking about you a lot lately.
1:18.8	It seems to me like the US dollar hasn't crashed the way some people thought it was going
1:24.4	to.
1:25.4	You've broken out above 104 the way I was thinking it might have by now either.
1:29.5	What's your take on the dollar?
1:30.7	Well, thanks for having me back, Eric.
	...

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