A2A with Brent Johnson of Santiago Capital
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We were fortunate to have Brent Johnson join us for this week's A2A. Though we had to battle through some significant technical issues, Brent was still able to supply some valuable information.
If you haven't yet, please stop now and take the time to review Brent's latest presentation as it's the basis for much of today's discussion. You can find it here: https://www.tfmetalsreport.com/blog/8114/guest-post-don-yuan-brent-johnson-santiago-capital
As we look forward into 2017, we at TFMR are of the opinion that this will be a "year of uncertainty". As you'll learn from this podcast, even within Brent's forecast of higher interest rates and a stronger dollar, much uncertainty remains as variables and unforeseen consequences interact. So, please carve out some time to give this a listen.
Again, I apologize for the technical issues that seemed to emanate from GoToWebinar, itself. This forced us to cobble together what we recorded before the service went out with some additional audio we were able to record via Skpye. The result isn't as slick and seamless as your usual A2A but the information is compelling, nonetheless.
Thanks for your patience and understanding,
Brent Johnson is CEO and Portfolio Manager at Santiago Capital in San Francisco, which he formed after a successful and lengthy career working with private clients at Credit Suisse.
He now manages the Santiago Gold Fund, a hedge fund which focuses primarily on bullion and other metals-related investments. In his spare time, Brent works diligently at warning the collective masses of what is coming and his work is often featured throughout the blogosphere, including ZeroHedge.
He can be reached via email at Brent at SantiagoCapital dot com and you can follow him on Twitter at SantiagoAuFund.