Get Think Tanked Distilled with Brent Johnson

Are you looking for insights into today’s complex financial markets? The latest episode of our show featured Brent Johnson, a seasoned market analyst, sharing his personal insights and opinions on current market trends, strategies, and predictions. Brent takes us through the labyrinth of financial markets, helping to make sense of shifting trends while emphasizing the importance of protecting principle over chasing high returns.

In this challenging year, small-cap growth has been restrained, and the bond market has shown unexpected weakness. The market’s volatility has left even seasoned investors scratching their heads. Brent Johnson shares his perspective on how the market has reset itself over the past two years. He talks about the challenges faced by wealth managers and registered investment advisors navigating this year’s market. His insights into market trends and investment management strategies are invaluable for anyone trying to navigate the tumultuous financial landscape.

The episode also delves into the challenges of passive investing in today’s unpredictable market. The current climate has made finding a successful investment strategy increasingly difficult. We also discuss potential risks and lags that could impact the market in the future. Brent’s insights into these complexities provide valuable guidance for anyone trying to navigate the current investment landscape.

Brent also shares his approach to investment strategies and managing client expectations. He emphasizes the importance of a long-term view and the role of liquidity. We discuss the potential impact of a strong dollar on global markets and the importance of having exposure to the dollar in a liquidating market.

The episode provides a deep dive into the performance of the US dollar in 2022. We discuss how the dollar benefited from aggressive rate hikes last year, making it more appealing to investors. However, as rate hike expectations decreased, the dollar began to retreat. We also discuss the potential scenarios for the dollar to make significant gains in 2024 highlighting the importance of considering the dollar as a risk-off hedge.

A significant part of the episode focuses on the global economic outlook. We discuss the United States’ economic problems and their global impact. We forecast four possible scenarios for the future, touching on concerns about high earnings expectations and low evaluations in international markets. Brent’s views on these complexities highlight the importance of considering various factors when making investment decisions.

Finally, the episode rounds off with a discourse on Bitcoin, its speculative potential, and the ongoing debates around its viability as a global currency. We also explore the Dollar milkshake theory and its implications, with Brent’s insights serving as the cherry on top.

Financial markets are a complex landscape to navigate, but with the insights and expertise shared in this episode, you’ll be better equipped to understand and navigate the intricacies of today’s financial markets.

Disclosure

All investments involve risk, including possible loss of principal.

The material provided here is for informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The value of investments and the income from them can go down as well as up and investors may not get back the amounts originally invested, and can be affected by changes in interest rates, exchange rates, general market conditions, political, social, and economic developments, and other variable factors. Investment involves risks including but not limited to, possible delays in payments and loss of income or capital. Neither Tidal nor any of its affiliates guarantees any rate of return or the return of capital invested. This commentary material is available for informational purposes only and nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security and nothing herein should be construed as such. All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested, and nothing herein should be construed as a guarantee of any specific outcome or profit. While we have gathered the information presented herein from sources that we believe to be reliable, we cannot guarantee the accuracy or completeness of the information presented and the information presented should not be relied upon as such. Any opinions expressed herein are our opinions and are current only as of the date of distribution, and are subject to change without notice. We disclaim any obligation to provide revised opinions in the event of changed circumstances.

The information in this material is confidential and proprietary and may not be used other than by the intended user. Neither Tidal nor its affiliates or any of their officers or employees of Tidal accepts any liability whatsoever for any loss arising from any use of this material or its contents. This material may not be reproduced, distributed, or published without prior written permission from Tidal. Distribution of this material may be restricted in certain jurisdictions. Any persons coming into possession of this material should seek advice for details of and observe such restrictions (if any).

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