TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson

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

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Dollar Milkshake explained.

Santiago Capital Website.

Brent Johnson Twitter.

Trey Lockerbie Twitter.

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