Follow on:

Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory warns that those confident that easy Federal Reserve monetary policy and spiking inflation are destroying the US dollar may be surprised to see the USD strengthen (against other fiat currencies) from here.

There’s an old saying: “Buy land. They’re not making any more of it”

Well, you know what they ARE making a lot of more of? Dollars. And Euros, And yen. And yuan.

Since the COVID pandemic hit last year, the Fed, ECB, BOJ & PBOC have increased their balance sheets by a collective $11 trillion — a 50% increase.

As our devalued currencies lose their purchasing power, inflation is now raging at a 13-year high, with the price of many essentials for living — like food, fuel, housing and health care — up double digits from last year.

Where will this end? And what can be done to protect our wealth from this inflation?

To address these questions, we welcome to the program Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory.

In this interview, Brent explains why he warns that — despite the ongoing trillions in stimulus being issued and the resulting wave of higher inflation — the dollar has potential to strengthen substantially from here, catching markets by surprise.

And in Part 2, he shares the asset classes he plans to “go to war with” in his portfolio based on what he sees coming in the markets.


The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It’s our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Put these insights into action.

This is why we created Wealthion. To bring you the insights of some of the world’s experienced wealth advisors and then connect you with like-minded, independent financial professionals who will create and manage an investment plan custom-tailored to you. We only recommend products or services that we believe will add value to our audience.  Some links on our website are affiliate links. This means that if you click on them and use the affiliate’s services, we may receive a payment from the vendor at no additional cost to you. 

Schedule a free portfolio evaluation now.