Jul 2
MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle east. https://bit.ly/4eIFMaO 🔻Download Big Picture Trading Ch ... Show More
58m 17s
Jun 25
MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets. https://bit.ly/4oJoM7q 🔻Download Big Picture Trading Chartbook 📈📉: https ... Show More
1 h
Jun 18
MacroVoices #537 Brent Johnson: There’s No Turning Back
MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eOilN4 ✅Sign up for a FREE 14-day trial at ... Show More
1h 28m
Aug 2022
Own These Assets While The Dollar Is Strong | Brent Johnson
Brent Johnson, portfolio manager at Santiago Capital, returns for Part 2 of our interview with him to lay out the 4 assets he favors most given the strong US dollar.
Cash, gold, productive land & blue-chip US equities are the assets he would "go to war with" -- though in the nea ... Show More
55m 3s
May 2022
Is This The U.S Dollar End Game? | Brent Donnelly
Blockworks is proud to present a new podcast with Alfonso Peccatiello, co-host of “The Macro Trading Floor.” Each week on “Boiler Room,” Alf interviews the top names in finance to help you maneuver markets.
In the debut episode, Alfonso is joined by Brent Donnelly, president of S ... Show More
33m 27s
Aug 2024
The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
This interview was recorded on Friday, August 2, during Friday's sell-off but before the vicious sell-off on Monday. he did talk about the potentia ... Show More
1h 19m
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR
Download Brent's charts: https://bit.ly/3TsiU2C
Download Big ... Show More
<p><span style="font-weight: 400;">In Episode 250 of</span> <a href="https://www.hiddenforces.io/podcasts"><span style= "font-weight: 400;">Hidden Forces</span></a><span style= "font-weight: 400;">, Demetri Kofinas speaks with CEO of Santiago Capital and originator of the "Dollar ... Show More
