SDB Metals & Markets: Brent Johnson of Santiago Capital Fund joins us for an all important macroeconomic break-down of the news…
This week, Brent Johnson of Santiago Capital Fund is speaking with us about the major macro economic environment at the moment.
Brent’s medium term, 1-2 year thesis is worth consideration as he is calling for near record US dollar strengthening.
Tune in to the interview in its entirety below for a most important discussion about the macroeconomic forces affecting the economy today:
Santiago Capital: Official Gold Reserves vs Monetary Aggregates
US dollar vs Gold
As mentioned, Brent has made many insightful, free presentations on youtube over the years covering his thoughts on the financial markets.
Below, we will embed his latest one which essentially lays out his stronger US dollar thesis with full context.
Do not be fooled by the old rockstar screen-cap, either. In this recently made video presentation, Brent uses David Bowie and Freddie Mercury, as analogies for the US dollar and gold.
Gold Accounting for US dollar debasement: 1933, 1974, 1980, almost in 2011, 202?
About the Interviewer
James Anderson has a BA in finance from Loyola University New Orleans. He has both worked and invested in the physical investment grade bullion markets prior to the 2008 global financial crisis.