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On today’s episode, Brent Johnson of Santiago Capital returns to On The Margin to share his view on the scorching summer rally in the U.S. dollar against other currencies. The surge in the dollar has been so fast and steady that Johnson expects a pullback, however, he warns that if the dollar continues to skyrocket then “heaven help the world.”
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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(00:00) Introduction
(00:43) Where Is The Dollar Headed?
(11:59) Federal Reserve and Treasury Bond Prices
(21:19) Blockworks Research Ad
(22:07) Japan & China
(38:00) Inflation and Interest Rates
(44:20) Brent's Views on Recession Risk
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
