June 13, 2020

Zach is joined by Brent Johnson, CEO of Santiago Capital.  The two discuss the current economy and outlook along with Johnson’s Dollar Milkshake theory, DXY, ETFs, Emerging Markets and the move from a liquidity crisis to a solvency crisis.   Zach also gives a market update and discusses valuations, debt, interest rates and economic activity.  If you have a common stock/bond portfolio like 60/40 or 70/30 call and ask about Bulwark’s Bond Replacement Strategy.  www.knowyourriskradio.com See omnystudio.com/listener for privacy information.

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