Trump, Debt & The Dollar with Brent Johnson

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The Macro Dirt Podcast

MacroDirt

71 episodes

1 day ago

Tony Greer and Jared Dillian will be live every week to discuss the stock market and anything else that revolves in our world.

Investing

Business

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Tony Greer and Jared Dillian will be live every week to discuss the stock market and anything else that revolves in our world.

Investing

Business

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Trump, Debt & The Dollar with Brent Johnson

The Macro Dirt Podcast

36 minutes 26 seconds

2 months ago

Trump, Debt & The Dollar with Brent Johnson

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