male silhouette.Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss:

  • The “Dollar Milkshake Theory”
  • US Economy vs. global economy 
  • Short-term and long-term outlook on gold
  • How the dollar breakout can affect gold
  • Bond yields collapsing - sign of recession?
  • How the Fed’s interest rate cut will affect the dollar
  • The dollar rally and its impact on stocks to move higher
  • Stronger dollar and its deflationary effects on the global economy
  • Why the dollar devaluation is necessary
  • The dollar breakout and its possible effects on the US equity markets

SPECIAL POST GAME GUEST- Adam Collins: Putting CoT data into contextmale silhouette

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Brent Johnson

Brent Johnson brings over twenty years of experience in the financial markets to his position as CEO of Santiago Capital.

Brent enjoyed more than nine years as a Managing Director at BakerAvenue, a $1.7 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York. He was the lead advisor for several of the firms largest clients.

Before joining BakerAvenue, Brent spent nine years at Credit Suisse in their private client group. he got his start as part of the training program at Donaldson, Lufkin & Jenrette (DLJ) in New York prior to moving to San Francisco. He joined Credit Suisse in the fall of 2000 when the bank purchased DLJ.

Earlier in his career, Brent was a financial auditor for Philip Morris Management Company in New York City where he performed audits at the company's headquarters as well as subsidiaries in Germany, Hong Kong, and Richmond, Virginia.

Brent regularly gives interviews and speaks at conferences regarding precious metals, currency markets & macroeconomic trends. His views have been quoted in numerous print, online and television outlets. He lives in San Francisco with his wife Mary and son Moses.

Adam Collins

Adam Collins is the founder of Movement Capital. Movement is an independent firm that charges a flat fee for investment management and portfolio consulting. Movement's portfolios use low-cost systematic ETF strategies fully detailed on its website. Adam graduated from The University of Mississippi with a degree in Managerial Finance.

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