Stock Market Quakes in Dollar Milkshake’s Wake

Published on
October 17th, 2018
Duration
30 minutes

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54

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.

Comments

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?