MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 2 May 2024

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d ⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund ⚫ Find out More: https://santiagocapital.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bld0rU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y 🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is macro voices, the free weekly financial podcast targeting professional finance, high net worth
0:14.2	individuals, family offices, and other sophisticated investors.
0:18.0	Macro Voices is all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.6	bullish or bearish, no holds barred.
0:28.3	Now here are your hosts, Eric Townsend and Patrick Sorezna.
0:41.0	Macro Voices episode 426 was produced on May 2nd, 2024. I'm Eric Townsend.
0:43.2	Santiago Capital founder Brent Johnson returns is this week's feature interview guest.
0:47.8	We'll get an update on Brent's dollar milkshake hypothesis vis-à-vis the current
0:52.1	rally in the dollar against other currencies, the big move
0:55.2	in gold and the looming question of persistent inflation.
0:59.8	Next week, May 9th, Patrick will be in Mexico leading the big picture trading event there.
1:05.0	So we're going to modify our usual show format next week, similar to our holiday specials.
1:10.0	The entire show will be an extended-length feature interview with Copenhagen
1:15.4	Atomic founder Thomas Jam-Patterson. The subject will be the role Thorium
1:19.8	Fission will play in energy transition, and the benefits of molten salt cooled
1:25.2	thorium-burning nuclear reactors over conventional light water
1:30.0	reactors fueled by uranium. We'll be back to our usual format on May 16th when
1:35.7	Patrick returns from trading in the sun south of the border.
1:39.4	And I'm Patrick Serresna with the macro scoreboard week over week as of the close of Wednesday, May 1st,
1:45.0	2024.
1:46.5	The S&P 500 June futures were down 119 basis points trading at 5046. The pattern of selling rips continues in the post FOMC.
1:57.0	We'll take a closer look at that chart and the key technical levels to watch in the post gamegame segment. The U.S. dollar index down 18
	...

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