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Thursday Conversation - Brent Johnson

CEO, Portfolio Manager
Santiago Capital
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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!

TF

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Key Economic Events Week of 11/21

11/21 8:30 ET Chicago Fed
11/21 1:00 ET Goon Daly
11/22 11:00 ET Goon Mester
11/22 2:45 ET Goon Bullard
11/23 8:30 ET Durable Goods
11/23 9:45 ET Flash PMIs November
11/23 10:00 ET UMich sentiment
11/23 2:00 ET November FOMC minutes
11/24 US Markets closed
11/25 US Markets half day

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