Brent Johnson is a wealth manager at Santiago Capital and a General Partner of the IceCap Strong Dollar Fund. Brent has had a multi-decade career in finance and has been responsible for managing billions of dollars.
Brent is well-known for his Dollar Milkshake Theory, where he expects a rapidly appreciating US Dollar over the next few years, relative to other world currencies.
Because the world is completely run by fiat currencies, cash whose value is not backed by some physical good such as gold or silver, Brent expects a massive devaluation of currencies across the board. Because of the U.S. is a relatively safer, stronger economy, he expects capital to flood into its domestic markets.
There are a lot of implications to the theory.
In this interview, Brent explains to Aaron what the Dollar Milkshake Theory is, how Brent’s career has unfolded, and the implications of a rising dollar for business owners and entrepreneurs.
Brent Johnson’s Challenge; Find someone you vehemently disagree with and have a conversation with them.
If you liked this interview, check out all of our past interviews with finance thinkers, investors, and advisors.
Text Me What You Think of This Episode 412-278-7680
Underwritten by Piper Creative
Piper Creative makes creating podcasts, vlogs, and videos easy.
We work with Fortune 500s, medium-sized companies, and entrepreneurs.
Follow Piper as we grow