All-Stars #52 Brent Johnson: Dollar breakout set to continue higher

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 4 September 2019

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Brent Johnson says the U.S. Dollar breakout is set to continue higher. Brent still expects a pullback in gold, but sees it moving higher long-term. Link: http://bit.ly/2jZsUV0

Transcript

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0:00.0	This is a special edition of Macrovoises 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 Macrovoises, here's hedge fund manager Eric Townsend.
0:30.4	Macrovoises All Stars Episode 52 was recorded on September 3rd, 2019.
0:37.0	I'm Eric Townsend.
0:38.7	All Star Brent Johnson, founder of Santiago Capital, is back with us today.
0:43.9	This episode of Macrovoises All Stars is brought to you by toptradersonplug.com.
0:49.2	The only podcast dedicated to quant and rules-based investing.
0:53.8	And right now they're offering Macrovoises listeners a free book called The Many Flavors of Trend Following.
1:00.0	I'll let you know how to claim it at the end of this episode.
1:03.3	Brent, I want to start with the US dollar.
1:06.2	You and I have both been predicting for quite a while that the dollar was going to break out
1:11.0	and to the upside.
1:12.3	And quite a few times now, that started to happen.
1:15.5	And then the president of the United States does something kind of crazy or at least unprecedented.
1:20.6	And it ends up with the dollar suddenly pulling back dramatically.
1:25.8	We saw the beginnings of that this time around with the latest China escalation.
1:31.7	But you know, I noticed that the knee jerk down on the dollar index at least,
1:37.5	relative to other currencies, hasn't been as big each time.
1:41.2	And now we're seeing the breakout really continuing to follow through despite the fact
1:46.5	that there's more rhetoric in the system about China.
	...

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