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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