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.