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The Grant Williams Podcast

The Grant Williams Podcast Ep. 77 - Brent Johnson

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 9 April 2024

⏱️ 13 minutes

🧾️ Download transcript

Summary

Joining me on this episode of The Grant Williams Podcast is my great friend Brent Johnson of Santiago Capital, for a discussion about global markets and, of course, The Milkshake Theory. Brent explains how he uses the Theory as a framework to help him understand how a sovereign debt and currency crisis might play out and how, though he’s been uncertain about markets recently, this framework has helped him navigate the volatility. Brent emphasizes the importance of remaining objective and questioning one’s own beliefs, as well as the need to be prepared for drawdowns in asset prices as we discusses the extraordinary bull market in certainty and the importance of diversification. There’s also time for a look at the current political situation in the US and its potential impact on the markets with Brent arguing that, while the US may be facing political and economic turmoil, the rest of the world still relies heavily on the US dollar, and a divided US would be a disaster for the global economy. Something for everyone in here… Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

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0:16.0

Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice. This conversation is for informational and hopefully entertainment purposes only.

0:20.0

So, while we hope you find it both informative and entertaining, please do your own research

0:25.6

or speak to a financial advisor before putting a dime of your money into these crazy markets. tickets.

0:35.0

You're about to listen to a special preview edition of the Grant Williams podcast featuring my special guest and very dear friend Brent Johnson of Santiago Capital. Brent is known to

0:44.7

many people for his milkshake theory but as you're about to find out in this

0:48.0

fantastic conversation there's an awful lot more about him than that and we

0:52.1

get into all kinds of interesting corners and

0:54.6

areas of the financial markets and the global economy.

0:59.4

Every episode of the Grant Williams podcast including the end game, super terrific happy hour the narrative game this

1:03.8

week in doom shifts happen and chaos theory is available to copper and silver tier subscribers

1:09.0

at my website grant dash Williams dot com coppertier subscribers get access to all the podcasts,

1:15.0

while members of the Silver Tier,

1:16.3

get both the podcasts and my monthly newsletter

1:18.3

of things that make you go, hmm.

1:20.2

So, if you enjoy what you're here on the show and you want our high quality content like it then please

1:25.2

Make you way over to Grantash Williams.com and join our exciting community today and now on with the show. Brent, how are you my friend? Always good to see you. It's been a while. Yeah, yeah, it's been a couple

1:48.1

months since we saw each other in Vancouver, but it's always good to catch up and should be fun.

1:52.2

Absolutely right, you know, you and I have been power. but it's always good to catch up and should be fun.

1:52.6

Absolutely right.

1:53.6

You know, you and I have been pals since the grass hadn't been eaten yet to go into the cow

1:58.8

to make the milkshake.

1:59.8

We've been bodies for a long time.

...

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