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We Study Billionaires - The Investor’s Podcast Network

TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 19 November 2021

⏱️ 66 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:

  • 01:39 - What the Dollar Milkshake Theory is.
  • 31:53 - How the Dollar Milkshake Theory has evolved through Covid.
  • 56:50 - The range to watch for the DXY (a.k.a US dollar index) but more importantly at what rate of change.
  • 61:49 - How supply shocks could impact the dollar in 2022.
  • And a whole lot more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Dollar Milkshake explained.
  • Santiago Capital Website.
  • Brent Johnson Twitter.
  • Trey Lockerbie Twitter.
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • Check out our We Study Billionaires Starter Packs.
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  • Browse through all our episodes (complete with transcripts) here.
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Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TI-P.

0:03.2

On today's episode, we have another very special guest for you and that is Mr. Brent Johnson

0:07.3

of Santiago Capital.

0:09.2

Brent is best known for his dollar milkshake theory, which is a strong counterpoint to the

0:14.3

narrative that the next currency crisis will result in a weaker dollar.

0:18.1

Brent's theory highlights that the opposite might be true.

0:20.9

In this episode, we discuss what the dollar milkshake theory is, how it's evolved through

0:25.0

COVID, the range to watch for the DXY aka US dollar index, but more importantly at what

0:31.2

rate of change, how supply shocks could impact the dollar in 2022, Bitcoin gold, central bank

0:37.3

digital currencies, agriculture, and a whole lot more.

0:40.5

I've been following Brent for a long time and really appreciate his humility, his thoughtfulness,

0:45.0

and his conviction.

0:46.1

We had a lot of fun with this one, so I hope you enjoy this dollar milkshake update with

0:49.8

Brent Johnson.

1:15.1

Welcome to the investors podcast.

1:16.8

I'm your host, Tray Lockerby, and today I'm super excited to have back on the show,

1:20.7

Mr. Brent Johnson.

1:22.2

Welcome back.

1:23.2

Thanks for having me.

1:24.2

Looking forward to it.

1:26.0

Last time you were on the show is December of 2020.

1:28.8

We were talking with Preston, and it was more of a Bitcoin discussion.

...

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