Joining me on this episode of The Grant Williams Podcast is my great friend Brent Johnson of Santiago Capital, for a discussion about global markets and, of course, The Milkshake Theory.
Brent explains how he uses the Theory as a framework to help him understand how a sovereign debt and currency crisis might play out and how, though he’s been uncertain about markets recently, this framework has helped him navigate the volatility.
Brent emphasizes the importance of remaining objective and questioning one’s own beliefs, as well as the need to be prepared for drawdowns in asset prices as we discusses the extraordinary bull market in certainty and the importance of diversification. There’s also time for a look at the current political situation in the US and its potential impact on the markets with Brent arguing that, while the US may be facing political and economic turmoil, the rest of the world still relies heavily on the US dollar, and a divided US would be a disaster for the global economy. Something for everyone in here…
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
The Grant Williams Podcast Ep. 46- Michael Howell PREVIEW
The Grant Williams Podcast Ep. 44 - David Dorr PREVIEW
The Grant Williams Podcast Ep. 43 - Kim Ann Curtin FULL EPISODE
The End Game Ep. 39 - David Einhorn PREVIEW
The End Game Ep. 38 - James Aitken PREVIEW
The End Game Ep. 37 - Gerard Minack PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Three PREVIEW
The End Game Ep. 36 - Ed Chancellor PREVIEW
This Week In Doom Ep. 9 - What’s Next For Europe? (Panel) (FULL EPISODE)
The Grant Williams Podcast Ep. 38 - Sir Steven Wilkinson PREVIEW
The Narrative Game Ep. 8: N.E.W.S.
The Grant Williams Podcast Ep. 37 - Peter Zeihan PREVIEW
The Grant Williams Podcast Ep. 36 - Dan Oliver PREVIEW
The End Game Ep. 35 - Jeff Currie PREVIEW
The End Game Ep. 34 - Greg Jensen PREVIEW
This Week In Doom Ep. 7 - Kentucky Fired Chicken!
The End Game Ep. 33 - James Aitken PREVIEW
The End Game Ep. 32 - Judy Shelton PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Two PREVIEW
The Grant Williams Podcast Ep. 34 - Tarric Brooker PREVIEW
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast