No One Alive Has Seen What's About to Happen to the Bond Market | Johnson & Dicker
Mentor Sessions EP 108: Brent Johnson & Keith Dicker on the Bond Market, the Dollar, Gold & the Next Money Rotation
The rest of the world owes an estimated $110 trillion in US-dollar debt they can't print, and a rising dollar is what could force the defaults. Brent Johnson of Santiago Capital and Keith Dicker of IceCap Asset Management lay out why a strong dollar and higher Treasury yields can coexist, what actually causes de-dollarization, and how to position before the next liquidity shock.
In this conversation you'll learn why Johnson reads October's sharp Treasury rally as a snapback…
The skinny
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