TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 19 November 2021

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today’s episode, Trey Lockerbie chats with Brent Johnson of Santiago Capital. Brent is best known for his Dollar Milkshake Theory, which is a strong counterpoint to the narrative that the next currency crisis will result in a weaker dollar. Brent’s theory highlights that the opposite might be true. 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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Dollar Milkshake explained. Santiago Capital Website. Brent Johnson Twitter. Trey Lockerbie Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback! 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Transcript

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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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