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Thursday Conversation - Brent Johnson

CEO, Portfolio Manager
Santiago Capital
55

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

  55 Comments

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CoinBitKab
Jan 13, 2021 - 2:43pm

The best software for hackers (hack bank / dating / bitcoin)

The best software for hackers (hack bank / dating / bitcoin) https://cranhan.blogspot.com/ and much more in the channel Telegram https://t.me/brute_engine
joewar
Dec 19, 2020 - 3:10pm

Brent Johnson Interview.

Excellent explanation of how/why GOLD AND THE DOLLAR CAN MOVE UP IN TANDEM -- as they did generally in Jan-May 2020. Pressures outside the U.S., not present in recent months, can/will force the dollar UP again, against other declining fiat currencies. Even so, gold can/will shine. Noteworthy: after gold peaked in early Aug, gold and the dollar both moved DOWN IN TANDEM. The prevailing view is that the two move INVERSELY; but, that occurred only in Jun-Jul this year. Quite interesting, there was absolutely no mention of real interest rates and their impact.

Bard the BowmanAGXIIK
Dec 18, 2020 - 10:42am

Thank you AGXIIK...

It's the best site. I'm very glad to be a part of it.

Texas Sandman
Dec 18, 2020 - 10:19am

OT: Covid Vaccine Day #2

1) I'm still alive,

2) Sore arm, a little more sore than yesterday. Took aspirin last night before bed only because I'm a whimp. I've had worse with flu vaccine most years.

robobrewerMickey
Dec 18, 2020 - 10:03am

RE: Strange action

I'm thinking the Banks are waiting for another Brexit delay before lowering the boom. The dollar has already bounced a bit.

No way IMO, are the banks going to let the metals break out until they are forced and I don't see enough bullish sentiment right now.

They just play possum and toy with us to lure longs, before each smash.

TheYeomanFarmernhuiras
Dec 18, 2020 - 10:00am

What's in the syringes?

I had the same thought, @nhuiras. There's no way to know what these public officials are really being injected with. Could be a saline solution, and all theater.

Mickey
Dec 18, 2020 - 9:30am

strange pre market action

I was watching kitco and gld and slv--all three popped about 6-7 minutes ago and it lasted for less than a minute-gold and silver were green using GLD and SLV with silver going green by 13 cent then flopping down

smack job on the sudden buy meaning expect smack down this am

nhuiras
Dec 18, 2020 - 9:29am

How do we even know that

How do we even know that these politicians are taking the real vaccine? It could be just sugar water.

Visit the FAQ page to learn how to track your last read comment, add images, embed videos, tweets, and animated gifs, and more.

chrtoo
Dec 18, 2020 - 9:25am

Another source of infromation.

Yeah Zero Hedge has done the foot shot.

Looking for an alternative site for news items? I have been using the news aggregation site maintained by our friend Sean Turnbull of SGTReport.com. Some of what was aggregated was ZH stuff so it may be a little less full, these days. Still .. it has worked for me, for several years:

https://thelibertymill.com/

CHR too.

AvgAmericanStevediva
Dec 18, 2020 - 9:24am

Won't be satisfied until....

Everyone at the CDC, NIH, FDA, Gates clan and Fauci family of criminals gets VAXXED....wait 20 years to see who survives, then MAY consider it. In the meantime, I have a better plan of what is proven to work with no side-effects whatsoever. Call me stupid.

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Forum Discussion

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