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

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

🧾️ Download transcript

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

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.
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Transcript

Click on a timestamp to play from that location

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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