2022 has seen the worst inflation in 4 decades, stubbornly persistent supply chain shortages, a contracting economy that may already be in recession & one of the worst first halves of the year for financial markets.
And yet the US dollar is the strongest it has been in 20 years.
That seems counterintuitive, unless you look through the lens of the Dollar Milkshake Theory. When you do, you understand an awful lot of what has been driving the action this year.
To understand where the dollar is likely headed next, and what further implications that will have on the investing landscape, we welcome Brent Johnson CEO & Portfolio Manager at Santiago Capital, and developer of the Dollar Milkshake Theory, back to the program.