The Dollar Milkshake Re-Visited
Brent 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.
Guest Name
Brent Johnson
Keywords Name
US Dollar, Monetary policy, Macro
Show Name
Real Vision Classics
