The Interview - Lining Up The Dollar Dominoes w/ Brent Johnson and  Lyn Alden

The Interview - Lining Up The Dollar Dominoes w/ Brent Johnson and Lyn Alden

Brent Johnson, CEO of Santiago Capital, joins Lyn Alden of Lyn Alden Investment Strategy for an in-depth discussion on the fate of the world's most important currency: the U.S. dollar. Johnson gives a strategic update on his "Dollar Milkshake" thesis and explains his bullish long-term view of the dollar, based on the outstanding glut of dollar-denominated debt. Alden considers this analysis and introduces a less bullish view, which she bases on the U.S.'s high trade deficit and negative net international investment position (NIIP). Using many detailed charts, Alden and Johnson compare their ideas and reach something of a synthesis between their two views. The pair also reflect on the dollar's status as the world's reserve currency, and they also explore whether a move to a multipolar currency world is possible. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2083)

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Markets Confront Iran Risk and Fed Policy

Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold, to discuss the growing risks around the Strait of Hormuz and what disruptions could mean for oil prices and glob...

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Crypto Defies the Doom and Gloom?

Sergio Silva , the CEO of the Meebit Company joins Mando to discuss the outlook on Bitcoin, altcoins, and the broader crypto cycle, and whether investors should expect a new wave of risk appetite acro...

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Trading the Market with AI: March 11, 2026

Trading the Market with AI: March 11, 2026

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We're Not Ready For This

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Trading the Markets with AI: March 4, 2026

Kris Bullock joins Bijan Maleki to break down how traders can use AI to level up their process. Whether through enhanced research, coding apps and dashboards, or creating technical indicators, Kris co...

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Markets React to US-Iran Conflict

Markets React to US-Iran Conflict

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating mi...

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The AI Pendulum Swings the Market Hard

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This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Ejaaz, founder and CIO at 26CC, to close out our Trading the Future content campaign. They discuss the biggest narratives a...

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Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Join Andreas Steno and Mikkel Rosenvold for this month’s Drinks With Real Vision. With drinks in hand, they’ll break down the latest in stocks, commodities, and geopolitics, share a few personal updat...

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