BROADCASTS.com

b'

In Episode 250 of Hidden Forces, Demetri Kofinas speaks with CEO of Santiago Capital and originator of the \\u201cDollar Milkshake\\u201d theory, Brent Johnson. Brent and Demetri discuss his thesis on the Dollar as part of a much larger conversation about the sell-off that we\\u2019re currently experiencing in risk assets, the dislocations we\\u2019re seeing in currencies and currency pairs like Dollar-Yen, and how to position yourself as conditions change in real-time.\\xa0

Because so much is happening in markets right now it is challenging to know where to focus your attention, which is why Brent\\u2019s framework around the role of the US Dollar and its impact on financial flows is crucial for understanding what we\\u2019re seeing in markets today.

We have published countless episodes over the last several years in anticipation of the events that are transpiring today. We think we are in the end-game phase of what in our view has been a forty-year paradigm of falling interest rates, rising debt levels, low inflation, growing inequality, and peak globalization, all of which we believe are in the process of reversing. How that process unfolds and what assets and investments you want to be invested in during this time do not have straightforward answers, but conversations like this one with Brent are crucial in helping you think through the steps required to get you there.

You can access the full episode, transcript, and intelligence report to this week\\u2019s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.

If you enjoyed listening to today\\u2019s episode of Hidden Forces you can help support the show by doing the following:

Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed

Write us a review on Apple Podcasts & Spotify

Subscribe to our mailing list at https://hiddenforces.io/newsletter/

Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

Subscribe & Support the Podcast at https://hiddenforces.io

Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

Follow Demetri on Twitter at @Kofinas

Episode Recorded on 05/12/2022