Brent Johnson

Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss:

  • Update on the Dollar Milkshake Theory
  • Sovereign debt crisis
  • Will the dollar continue to rise?
  • Breakdown of the Euro & Yen
  • Absolute vs. Relative performance
  • How to invest in gold as an investor while the debasement of fiat currency continues
  • Portfolio construction with the current economic backdrop
  • Outlook on commodities and equities
  • Views on digital currency possibly replacing the dollar as global reserve currency

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Brent will refer to it throughout the interview. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

 

Brent Johnson brings over twenty years of experience in the financial markets to his position as CEO of Santiago Capital where he manages $175mm for High Net Worth families via separately managed accounts and a private fund.  

Brent enjoyed more than nine years as a Managing Director at BakerAvenue Asset Management, a $2 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York.  He was the lead advisor for several of the firms’ largest clients.  

Before joining BakerAvenue, Brent spent nine years at Credit Suisse in their private client group. He got his start as part of the training program at Donaldson, Lufkin & Jenrette (DLJ) in New York prior to moving to San Francisco. He joined Credit Suisse in the fall of 2000 when the bank purchased DLJ.  Earlier in his career, Brent was a financial auditor for Philip Morris Management Company in New York City where he performed audits at the company’s headquarters as well as subsidiaries in Germany, Hong Kong, and Richmond, Virginia.

Brent regularly gives interviews and speaks at conferences regarding precious metals, currency markets & macroeconomic trends.  His views have been quoted in numerous print, online and television outlets. He lives in San Juan, Puerto Rico with his wife Mary and son Moses.