Stock Market Quakes in Dollar Milkshake’s Wake

Published on
October 17th, 2018
Duration
30 minutes

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Stock Market Quakes in Dollar Milkshake’s Wake

The Expert View ·
Featuring Brent Johnson

Published on: October 17th, 2018 • Duration: 30 minutes

Brent Johnson, CEO of Santiago Capital, updates his popular "Dollar Milkshake Theory." In this follow-up piece, Johnson covers his call for a strengthening dollar, his pessimism for global bond markets, the risks to U.S. equity markets, and his view on gold. Filmed on October 12, 2018 in New York.

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Chapters

  1. 00:01:01
    Update Your Milkshake Theory
  2. 00:02:30
    Biggest Misconceptions
  3. 00:04:22
    Biggest Red Flag in Europe
  4. 00:06:36
    Biggest Red Flag in China
  5. 00:09:54
    Biggest Red Flag in Japan
  6. 00:11:05
    Bank of Japan
  7. 00:12:27
    Biggest Red Flag in Australia
  8. 00:16:11
    Gold
  9. 00:20:09
    Outlook for Equities
  10. 00:26:33
    What Other Pushbacks do you Get?