TIP449: Why the Dollar is the Strengthening to 20 Year Highs W/ Brent Johnson

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 20 May 2022

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU'LL LEARN: 09:55 - Why it’ll be best to hold US assets over time. 15:51 - Why is the Japanese Yen reaching 40-year lows? 23:01 - How high energy costs exacerbate the issue. 29:57 - Why the stagflation playing out today is the worst-case scenario. 50:31 - The performance of silver and gold. 1:00:14 - What is causing the dollar to strengthen to 20-year highs. And much much 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 Explanation Video. 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. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.2	With the DXY aka Dollar Index at a 20 year high, I had to bring back Brent Johnson of
0:09.4	Santiago Capital to investigate whether his Dollar milkshake theory is finally underway.
0:14.7	In this episode we discuss why the stagflation playing out today is the worst case scenario.
0:19.9	What is causing the dollar to strengthen to 20 year highs?
0:23.1	Why the Japanese Yen just reached 40 year lows?
0:26.2	How high energy costs exacerbate the issue, their performance of silver and gold, why
0:31.4	it'll be best to own US assets over time and much, much more.
0:35.6	I always enjoy speaking with Brent and it's especially interesting what a contrarian take
0:39.7	begins to show merit.
0:41.2	You do not want to miss this one so without further ado, please enjoy my discussion with
0:45.2	Brent Johnson.
0:50.4	You are listening to THE Investors Podcast.
0:53.2	Are we studying the financial markets and read the books that influence self-made billionaires
0:57.6	the most?
0:58.6	We keep you informed and prepared for the unexpected.
1:10.5	Welcome to THE Investors Podcast.
1:12.0	I'm your host, Tray Lockerby and I'm really excited to have back on the show.
1:15.7	Mr. Brent Johnson from Santiago Capital, welcome back.
1:19.3	Thanks for having me.
1:20.3	Happy to talk to you today.
1:21.9	So you're becoming a recurring guest, I would seem and I have to mention that one of our
	...

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