Want to create an interactive transcript for this episode?
Podcast: Inflection Point
Episode: Brent Johnson: U.S Dollar's Role In The Fourth Turning
Description: On today's episode of On the Margin, we are joined by Brent Johnson CEO of Santiago Capital for a discussion on the macro forces that drove markets in 2022 and what to expect heading into 2023.The story of 2022 was the U.S Dollar says Brent, long known for his "Dollar milkshake theory". With the Dollar surging all throughout 2022, Brent walks through the effect it had on other markets from bonds, equities and Gold. Warning of the bear market rallies of 2022, Brent remains cautious on risk assets heading into 2023 as the Fed continues tightening financial conditions.<...