Podcast: Dollar Predictions for 2022 with Brent Johnson and Lawrence Lepard
Brent Johnson & Lawrence Lepard explain Brent’s Dollar Milkshake thesis and discuss the potential trends we could see with the dollar in 2022.
On this episode of Blockworks’ podcast “On the Margin,” Michael Ippolito, Blockworks’ co-founder, is joined by Brent Johnson of Santiago Capital and Lawrence Lepard of Equity Management Associates.
Brent and Lawrence discuss Brent’s dollar milkshake theory and the negative effect a rising dollar could have on the global financial system looking ahead to 2022. Brent and Lawrence also share their thoughts on the long-term debt cycle, the bond market during financial repression, the current slow down in economic activity and inflation, and how to protect your portfolio.
They also covered:
- China and Russia
- What a return to sound money would look like
- And so much more
Watch the full episode below! 👇
“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.
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