TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson

We Study Billionaires - The Investor’s Podcast Network

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

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Dollar Milkshake explained.
• Santiago Capital Website.
• Brent Johnson Twitter.
• Trey Lockerbie Twitter.

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