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Thursday Conversation - Brent Johnson of Santiago Capital

An informative discussion on the future of the US$.

CEO, Portfolio Manager
Santiago Capital
47

Brent Johnson is one of the good guys. He's a sound money advocate who understands that, though change is coming, it's not necessarily coming next week.

To that end, it was great fun to get caught up with Brent and discuss the US$...not only the long-term forecast but what can be expected in the next 12-24 months, too. So please be sure to give this podcast a listen and then fully consider the points that Brent makes. While we all expect the dollar's days as global reserve currency to eventually come to an end, how you position yourself in the run-up to the event may impact how fully prepared you are for navigating the crisis when it comes.

Thanks again to Brent for so generously sharing his time with us!

TF

  47 Comments

Nov 1, 2018 - 3:41pm

Here's a big shocker!!...

Here's a big shocker!!...

On yesterday's $10 decline, total OI in Comex gold rose by 16,500 contracts! All those fresh Spec shorts just got their faces ripped off today.

And over the past three days, as price fell 42¢, total OI in Comex silver surged by 6,200...with nearly half of that coming in yesterday on the 18¢ decline. What happens next? The new Spec shorts there also got their asses kicked today to the tune of 50¢.

Bankers win. Specs lose. Nearly every time.

Or, as we said in that article for Sprott back on Tuesday:
imfd
Nov 1, 2018 - 4:46pm

Brent Johnson is a top bloke

Brent Johnson is a top bloke as is Luke Gromen, worth getting on twitter if you are not already and follow them both as they jab back and forth with their contrary views, great fun and best of all, it makes you think all the time, keeps you on your toes, my head says Brent is right but my heart says Luke, both my head and heart are shit at predicting, so that`s what makes it so good. Great interview TF, thanks !

NW VIEW
Nov 1, 2018 - 4:48pm

It takes much more than just

It takes much more than just downsizing. If we live in southern California, and sell our million dollar Mc Mansion, and then purchase a $300,000 condo down the street, we may have made a tactical error. The geese are flying out of the cold areas, looking for better lakes to raise their young. The illegal Central American convoy hopefuls are looking for a land to prosper and want the working class of Americans to provide all of their basics. The Middle East wants to send their flocks into your neighborhood, wanting new laws to control the minds and souls of a formerly free people.

The whole world appears to hate America and at the same time, love our foreign aid and want to live on the banks of our rivers, while planning how to completely change our culture into what they fled from.

imfdNW VIEW
Nov 1, 2018 - 5:23pm

NWView, you nailed it there

NWView, you nailed it there with your last sentence " while planning how to completely change our culture into what they fled from". Most excellently put sir.

benque
Nov 1, 2018 - 6:11pm

Anyone having problems with

Anyone having problems with outlook/hotmail, or outlook/live.ca? I haven't been able to access it since early this AM.
Marchas45
Nov 1, 2018 - 6:13pm

4th Even after a long wait

4th Even after a long wait and are you guys trying to screw me up with double posts? . Bloody Hell Finally. Keep Stacking

AGXIIK
Nov 1, 2018 - 6:28pm

Benque  I'll change that a

Benque I'll change that a little bit.

I'm troubled with the fact that I'm a hot male on the look out for Kimberly Gilfoyle but she's all wrapped up with Donald Trump Jr.

besides being a wise ass from CA.

Now on to the podcast-cuz i gotta get all serious n' shit this afternoon.

Nov 1, 2018 - 6:41pm

Another 6.76 mts of "gold"

Another 6.76 mts of "gold" entered the sham GLD "inventory" today.

That makes it a total of 30.65 metric tonnes since Oct 5.

Ned Braden
Nov 1, 2018 - 6:43pm

Trump Executive Gold Order -

Trump Executive Gold Order - Venezuela

https://www.bloomberg.com/news/articles/2018-11-01/trump-orders-sanction...

"..The order targets people operating corruptly within Venezuela’s gold sector.."

Rich, ain't it ?

benque
Nov 1, 2018 - 6:49pm

AGXIIK.....what? who? did I

AGXIIK.....what? who? did I have too many cervezas with the beautiful cat lady and the sinful nun in the bar last night? (day of the dead, dont'cha know) Waaaaaaaaaaayyyyyyyy too much fun!!
Key Economic Events Week of 2/17

2/18 8:30 ET Empire St Manu Idx
2/19 8:30 ET Producer Price Idx
2/19 8:30 ET Housing Starts & Bldg Perms
2/19 2:00 ET January FOMC minutes
2/20 8:30 ET Philly Fed
2/21 Fed Goons all day at Chicago Conf.
2/21 9:45 ET Markit flash Feb PMIs

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Key Economic Events Week of 2/17

2/18 8:30 ET Empire St Manu Idx
2/19 8:30 ET Producer Price Idx
2/19 8:30 ET Housing Starts & Bldg Perms
2/19 2:00 ET January FOMC minutes
2/20 8:30 ET Philly Fed
2/21 Fed Goons all day at Chicago Conf.
2/21 9:45 ET Markit flash Feb PMIs

Key Economic Events Week of 2/10

2/11 10:00 ET Job Openings
2/11 10:00 ET CGP Hump-Hawk House
2/12 10:00 ET CGP Hump-Hawk Senate
2/13 8:30 ET CPI
2/14 8:30 ET Retail Sales
2/14 9:15 ET Cap Ute & Ind Prod
2/14 10:00 ET Business Inventories

Key Economic Events Week of 2/3

2/4 10:00 ET Factory Orders
2/5 8:15 ET ADP Employment
2/5 9:45 ET Markit Service PMI
2/5 10:00 ET ISM Service PMI
2/6 8:30 ET Productivity & Unit Labor Costs
2/7 8:30 ET BLSBS
2/7 10:00 ET Wholesale Inventories

Key Economic Events Week of 1/27

1/28 8:30 ET Durable Goods
1/28 10:00 ET Consumer Confidence
1/29 10:00 ET Pending Home Sales
1/29 2:00 pm ET FOMC Fedlines
1/29 2:30 pm ET Powell presser
1/30 8:30 ET Q4 GDP first guess
1/31 8:30 ET Pers Inc and Spending
1/31 9:45 ET Chicago PMI
2/2 10:00 pm ET Chiefs win SB LIV

Key Economic Events Week of 1/13

1/14 8:30 ET CPI
1/14 9:00 ET Goon Williams
1/15 8:30 ET PPI and Empire Fed
1/16 8:30 ET Retail Sales and Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 Et Cap Ute and Ind Prod

Key Economic Events Week of 1/6

1/7 8:30 ET US trade deficit
1/7 10:00 ET ISM Services PMI
1/7 10:00 ET Factory Orders
1/8 8:15 ET ADP employment
1/9 8:00 ET Goon Chlamydia speech
1/9 1:20 ET Goon Evans 2:00 ET Goon Bullard
1/10 8:30 ET BLSBS
1/10 10:00 ET Wholesale Inventories

Key Economic Events Week of 12/16

12/16 8:30 ET Empire State Manu Idx
12/16 9:45 ET Markit flash PMIs Dec
12/17 8:30 ET Housing Starts and Bldg Perms
12/17 9:15 ET Cap Ute and Ind Prod
12/19 8:30 ET Philly Fed
12/20 8:30 ET Final guess Q3 GDP
12/20 10:00 ET Pers Inc and Spending
12/20 10:00 ET Core Inflation

Key Economic Events Week of 12/9

12/10 8:30 ET Productivity and Unit Labor Costs
12/11 8:30 ET CPI
12/11 2:00 pm ET FOMC fedlines
12/11 2:30 pm ET CGP presser
12/12 8:30 ET PPI
12/13 8:30 ET Retail Sales
12/13 10:00 ET Business Inventories
12/13 11:00 ET Goon Williams speech

Key Economic Events Week of 12/2

12/2 9:45 ET Markit Manu PMI
12/2 10:00 ET ISM Manu PMI
12/2 10:00 ET Construction Spending
12/4 9:45 ET Markit Services PMI
12/4 10:00 ET ISM Services PMI
12/5 8:30 ET Trade Deficit
12/5 10:00 ET Factory Orders
12/6 8:30 ET BLSBS
12/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 11/25

11/25 8:30 ET Chicago Fed Nat'l Idx
11/25 7:00 pm ET CGP speech
11/26 8:30 ET Advance Trade
11/26 9:00 ET Case-Shiller home prices
11/26 10:00 ET New home sales
11/26 10:00 ET Consumer Confidence
11/27 8:30 ET Q3 GDP 2nd guess
11/27 8:30 ET Durable Goods
11/27 9:45 ET Chicago PMI
11/27 10:00 ET Pers Inc & Cons Spndg
11/27 10:00 ET Core inflation
11/27 2:00 pm ET Beige Book

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