In Episode 250 of Hidden Forces, Demetri Kofinas speaks with CEO of Santiago Capital and originator of the “Dollar Milkshake” theory, Brent Johnson. Brent and Demetri discuss his thesis on the Dollar as part of a much larger conversation about the sell-off that we’re currently experiencing in risk assets, the dislocations we’re seeing in currencies and currency pairs like Dollar-Yen, and how to position yourself as conditions change in real-time.
Because so much is happening in markets right now it is challenging to know where to focus your attention, which is why Brent’s framework around the role of the US Dollar and its impact on financial flows is crucial for understanding what we’re seeing in markets today.
We have published countless episodes over the last several years in anticipation of the events that are transpiring today. We think we are in the end-game phase of what in our view has been a forty-year paradigm of falling interest rates, rising debt levels, low inflation, growing inequality, and peak globalization, all of which we believe are in the process of reversing. How that process unfolds and what assets and investments you want to be invested in during this time do not have straightforward answers, but conversations like this one with Brent are crucial in helping you think through the steps required to get you there.
You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.
If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
Write us a review on Apple Podcasts & Spotify
Subscribe to our mailing list at https://hiddenforces.io/newsletter/
Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
Subscribe & Support the Podcast at https://hiddenforces.io
Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
Follow Demetri on Twitter at @Kofinas
Episode Recorded on 05/12/2022
The Age of Crisis: COVID-19 & our Post-Pandemic Future | Adam Tooze
China's Western Horizon: Beijing and the New Geopolitics of Eurasia | Daniel Markey
How America Lost the ‘Good War’ in Afghanistan | Jonathan Schroden
Afghanistan Withdrawal & Implications for U.S. Policy in Asia | Laurel Miller
Opportunities for Value Investing, China's Digital Currency, & the Pivot to Asia | James Aitken
Kofinas Answers Audience Questions in First-Ever “Ask Me Anything” Episode
A History of the Future: Hope & Fear in the Social Smartphone Era | Rory Cellan-Jones
Is Elon Musk Humanity’s Savior or a Supervillain? | Tim Higgins
WeWork, Adam Neumann, & the Great Startup Debacle | Maureen Farrell
The Asian Financial Crisis & the Birth of the Age of Debt | Russell Napier
The Memory Thief & the Secrets Behind How We Remember | Lauren Aguirre
Revenge of the Real: Politics for a Post-Pandemic World | Benjamin Bratton
Crypto Ethics & How to ‘Make Money Great Again’ | Hasu & Demetri
Mental Immunity & the Search for a Better Way to Think | Andy Norman
The Power of Mimetic Desire in Markets, Politics, & Culture | Luke Burgis
Winning: The Unforgiving Race to Greatness | Tim Grover
Financial Nihilism, Narrative Investing, & the Hyperreality of Markets
Podcast Update: The Will to Win, Mimetic Desire, & the Israeli-Palestinian Conflict
Ultrasound Money & the Ethereum Triple Halving | Nikhil Shamapant
The Sources of Chinese Communist Party Conduct | Josh Rogin
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money