We are delighted to have Brent Johnson, CEO of Santiago Capital, on SBTV. Although he is a proponent of gold, Brent's Dollar Milkshake Theory sees him playing devil's advocate to assess how the dollar and gold will move in the coming years.
Discussed in this interview:
- 05:38 Difference between owning physical and paper gold.
- 06:40 The Dollar Milkshake Theory
- 13:10 Dollar strength will wreck global monetary system.
- 15:40 Gold price to head lower with dollar strength.
- 22:22 Jim Rogers: Gold is not going to bottom until the last gold bug gives up
- 25:27 Rational percentage of gold in a portfolio
- 27:09 Exter's Inverted Pyramid
- 30:46 Digital vs physical: COMEX gold and the dollar
- 35:20 How real is de-dollarization?
- 40:38 US to lose its reserve currency status?

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