The Dollar Milkshake Re-Visited
The Expert View
Featuring Brent Johnson
Published on: October 9th, 2019 • Duration: 26 minutesBrent 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.
The Dollar Milkshake Revisited
What's Happening with the Broader Dollar?
What's Your View on De-dollarization Risk?
What's the Impact of the Strengthening Dollar?
Will Gold and Dollars Rise Together or Diverge?
Why Are International Central Banks Buying Gold?
What's Your Outlook on China?
What's Your Outlook for Global Growth?