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BullionStar Perspectives - Brent Johnson - US Dollar Strength - Trigger for Global Financial Crisis

Filmed on 27 September 2022 In this episode of BullionStar Perspectives, Brent Johnson, CEO of Santiago Capital, joins Ronan Manly to discuss the current extremes in today’s fiat currency markets, and why the US dollar is so strong. Brent has decades of Wall St experience in wealth management for private clients and High Net Worth families, which, with his incisive macro perspective, he now brings to the management of multi-million dollar portfolios on behalf of clients of Santiago Capital. Well known for the ‘Dollar Milkshake Theory’, Brent covers this and much much more in this very timely interview which you will not want to miss. See below for the breadth of the discussion. 00:00 Introduction 00:51 Dominance of the US dollar over other major fiats 02:03 Outlook for the US Dollar Index (DXY) 04:14 The “Dollar Milkshake Theory” framework 10:28 Global liquidity supply creates US dollar demand 15:17 The potential for sovereign debt and currency crises 21:12 A new Plaza Accord to depreciate the US dollar? 24:42 Likelihood of trading bloc breaking away from USD 28:43 Gold vs USD in reflecting geopolitical and inflation risk 35:36 Potential for LBMA/COMEX to lose gold pricing dominance 37:00 Santiago Capital’s investment philosophy 43:37 Short term outlook for the remainder of 2022 44:42 Wrap-up