01:10:49

EssentialMake or Break: Geopolitics

Dollar Milkshake Redux

Featuring Brent Johnson and Ash Bennington

Oct 17, 2022 • 70 minutes

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Essential

Make or Break: Geopolitics

Dollar Milkshake Redux

Brent Johnson has been spot-on about the appreciating U.S. dollar. So how does he expect the trend to play out?

Featuring Brent Johnson and Ash Bennington

Oct 17, 2022 • 70 minutes

Brent Johnson first spoke about his “dollar milkshake” theory on Real Vision in May 2018. Since then, by his estimate he’s said “milkshake” “a million times.” As he sees it, the U.S. enjoys a comparative advantage – despite all of its problems – and, as a result, its currency will appreciate. It’s an on-the-money call if ever there was one. In this interview with Ash Bennington, Johnson forecasts more of the same. He also shares the story of how he came up with his “milkshake” theory (it involves the movie “There Will Be Blood”) and why it stands. And he warns investors to be prepared for both inflationary and deflationary pressures. Johnson does expect U.S. equities to continue marching higher over the long term – but not without terrifying drawdowns along the way. Recorded on October 11, 2022. Show More

What happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers with a crucial emphasis on geopolitics. Our experts and analysts show you how shifts in the global order are redefining global markets and how the mighty dollar may chokehold emerging markets.

More Episodes

What happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers with a crucial emphasis on geopolitics. Our experts and analysts show you how shifts in the global order are redefining global markets and how the mighty dollar may chokehold emerging markets.

More Episodes

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