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Thursday Conversation - Brent Johnson

CEO, Portfolio Manager
Santiago Capital

Brent Johnson of Santiago Capital in San Francisco is an old friend and a long-time member and supporter of this site. It's always insightful to hear from him and this latest conversation, recorded earlier today, is full of interesting and valuable information

Given my current state of affairs, Brent knew he had to carry the ball most of the way today and he gladly obliged. Through this 33-minute podcast, Brent and I discuss a wide range of topics, including:

  • the current state of the markets as 2020 draws to a close
  • the daily challenges the markets will face in 2021
  • how we should all approach trading and asset allocation in 2021
  • how and why a rising dollar and a rising dollar gold price are not mutually exclusive

Many thanks to Brent for his time today. Please be sure to give this podcast a thorough listen. You'll be glad you did!


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Key Economic Events Week of 9/25

9/26 8:30 ET New Home Sales
9/26 9:00 ET Case-Shiller home prices
9/26 10:00 ET Consumer Confidence
9/26 1:30 ET Goon Bowman
9/27 8:30 ET Durable Goods
9/28 8:30 ET Q2 GDP final guess
9/28 1:00 ET Goon Cook
9/28 4:00 ET Chief Goon Powell
9/29 8:30 ET PCE and Core PCE
9/29 8:30 ET Personal Inc and Spend
9/29 10:00 ET UMich sentiment

Forum Discussion

by argentus maximus, Sep 13, 2023 - 12:08pm
by Wade Case, Sep 11, 2023 - 5:55am
by argentus maximus, Sep 7, 2023 - 12:40pm
by argentus maximus, Sep 7, 2023 - 12:36pm