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Own These Assets While The Dollar Is Strong | Brent Johnson

Brent Johnson, portfolio manager at Santiago Capital, returns for Part 2 of our interview with him to lay out the 4 assets he favors most given the strong US dollar.

Cash, gold, productive land & blue-chip US equities are the assets he would “go to war with” — though in the near term, he recommends waiting for the current bear market to bottom out before loading up on equities.

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‘Deeper & Longer’ Recession To Drive Gold To New Highs | John Hathaway
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‘Deeper & Longer’ Recession To Drive Gold To New Highs | John Hathaway

A week ago, I interviewed John Hathaway for Mike Maloney’s GoldSilver YouTube channel.

‘Dr Doom’ Predicts Very Hard Times Ahead For Economy & Financial Markets: Marc Faber
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‘Dr Doom’ Predicts Very Hard Times Ahead For Economy & Financial Markets: Marc Faber

https://youtu.be/fDf24HkFXKE Video can’t be loaded because JavaScript is disabled: Marc Faber: ‘Dr Doom’ Predicts Very Hard Times Ahead For Economy…

‘Economic Pain’ Lies Ahead In 2023 Once Hard Landing Becomes Too Obvious To Ignore | Thomas Thornton
Article

‘Economic Pain’ Lies Ahead In 2023 Once Hard Landing Becomes Too Obvious To Ignore | Thomas Thornton

After a punishing year in 2022, the markets have had a great start to 2023.

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