All-Stars #95 Brent Johnson: Dollar Milkshake still in play

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 4 March 2020

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Brent Johnson returns for an update on the USD, bond yields, and a detailed update on gold. Link: http://bit.ly/2PLuoPq

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.
0:30.0	Macrovoises All Stars Episode 95 was recorded on March 2nd, 2020.
0:35.8	I'm Eric Townsend.
0:37.5	This episode of Macrovoises All Stars is brought to you by top traders on Plugged.com,
0:43.0	the leading podcast when it comes to quant and rules based investing.
0:47.4	I'll tell you how to claim a free copy of their new guide to the best investing books ever written at the end of this episode.
0:55.3	Brent Johnson is back with us this week from Santiago Capital.
0:59.5	Listeners, as usual Brent put together a terrific slide deck for today's interview.
1:04.6	It's got some great graphs and charts that we are going to be referring to in the interview.
1:09.1	So I strongly encourage you to download it.
1:11.1	You'll find the download link in the description of this podcast on our homepage at macrovoises.com
1:17.0	next to Brent's picture.
1:19.2	Brent, it's been a while.
1:20.4	It's great to have you back on the show because needless to say with the COVID-19 story,
1:26.0	finally hitting the tape, I've been waiting for that to happen for a month.
1:30.1	It seems like the world is woken up to it.
1:32.1	I'm going to just start this one by admitting I got the US dollar reaction wrong.
1:37.2	I was really sure that the COVID-19 story could only be good for the US dollar.
1:43.2	And what we've seen in the last couple of days has been really to my surprise.
	...

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