Episode #170 - Brent Johnson and the TINA Effect of the US Dollar

Brent "Dollar Milkshake" Johnson (though I know he hates that term) comes back to the cast to update our conversation from last year. Brent and i take a good hard look at the state of global dollar liquidity, the state of our bond markets and who is most vulnerable to a stronger dollar over the next two years. Show Notes: Episode #152 Brent Johnson and Why the Dollar Has a Long Road Ahead Santiago Capital