This is a special edition of Macrovoises with hedge fund manager Eric Townsend.

The premier financial podcast targeting professional finance, high net worth individuals, family

offices, and other sophisticated investors.

Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.

Macrovoises All Stars episode 81 was recorded on December 2nd, 2019.

I'm Eric Townsend.

Santiago Capital founder Brent Johnson is back.

It's been quite a long time since we've had you on the program Brent.

And listeners, Brent put together a fantastic slide deck of several slides that we're going

to talk about in today's interview.

You can find the download link next to Brent's picture on our homepage at Macrovoises.com.

What your first slide here is the US dollar subject that's near and dear to my heart.

Boy, you know, there's a lot of smart, smart people that are saying, okay, that was it.

The early October high that we had on the dollar, that was the final top.

It's all downhill from here.

Now I can't help but observe that those are the same people that made that same call

about four times previously and were wrong.

But they're saying it with more gusto this time.

So is it possible that this deal is over or is it just matter of time and what's going

on with these two different colored lines?

You've got a black line and a blue line here that are painting different trajectories

for the dollar index.

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