About this episode
In this podcast, Tony and Jared are joined by Brent Johnson of Santiago Capital to tackle the big questions in global macro.
They dig into the dollar’s path forward, debt and deficits, gold’s role in portfolios, and how shifting global capital flows are reshaping markets.
Brent lays out his Dollar Milkshake Theory in today’s context, while the three debate equities, inflation, and the political undercurrents of Trump, Powell, and policy that keep moving risk.
🔔 Tune in next week for episode #62
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