25:01

EssentialThe Expert View

The Dollar Milkshake Re-Visited

Featuring Brent Johnson

Oct 09, 2019 • 25 minutes

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25

Essential

The Expert View

The Dollar Milkshake Re-Visited

Brent Johnson, CEO of Santiago Capital, returns to Real Vision to update his popular Dollar Milkshake Theory.

Featuring Brent Johnson

Oct 09, 2019 • 25 minutes

Brent Johnson, CEO of Santiago Capital, returns to Real Vision to update his popular "Dollar Milkshake Theory." Johnson unpacks the story of a massive flood of central bank liquidity and explains how capital flows are being sucked into US equity markets through a strengthening dollar. While this has inflated asset prices in the US, Johnson sees these powerful macroeconomic forces building toward a grim reckoning. Filmed on September 14, 2019 in Grand Cayman. Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

More Episodes

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