In this episode of On The Margin Mike is joined by Brent Johnson of Santiago Capital & Lawrence Lepard of Equity Management Associates. Brent & Lawrence discuss Brent's Dollar milkshake thesis and the negative effect a rising dollar could have on the global financial system looking ahead to 2022.

Brent & Lawrence also share their thoughts on the long term debt cycle, the bond market during financial repression, the current slow down in economic activity & inflation, what a return to sound money would look like & how to protect your portfolio in this environment.

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