Own These Assets While The Dollar Is Strong | Brent Johnson


Brent Johnson, portfolio manager at Santiago Capital, returns for Part 2 of our interview with him to lay out the 4 assets he favors most given the strong US dollar.

Cash, gold, productive land & blue-chip US equities are the assets he would “go to war with” — though in the near term, he recommends waiting for the current bear market to bottom out before loading up on equities.

The Dollar To Get Even Stronger? Brent Johnson’s Latest Update On The Dollar Milkshake Theory


2022 has seen the worst inflation in 4 decades, stubbornly persistent supply chain shortages, a contracting economy that may already be in recession & one of the worst first halves of the year for financial markets.

And yet the US dollar is the strongest it has been in 20 years.

That seems counterintuitive, unless you look through the lens of the Dollar Milkshake Theory. When you do, you understand an awful lot of what has been

driving the action this year.

To understand where the dollar is likely headed next, and what further implications that will have on the investing landscape, we welcome Brent Johnson CEO & Portfolio Manager at Santiago Capital, and developer of the Dollar Milkshake Theory, back to the program.

Russia Sanctions Sure To Create Painful & Unexpected Ripple Effects | Brent Johnson


With the world issuing new economic sanctions on Russia following its current incursion into Ukraine, the value of the Russian ruble, as measured in dollars, is plunging.

News reports abound of Russians scrambling to exchange money for dollars, though Russian authorities are putting measures in place to thwart that.

We’re fortunate to be joined briefly here today by Brent Johnson, fund manager at Santiago Capital who is well-known for his Dollar Milkshake Theory which predicts that as instability

& crisis occurs in the world, it will drive demand for the US dollar — which we appear to be seeing playing out in real time right now.