10. Ep. #6: Brent Johnson – The Money MBA Podcast

Home » 10. Ep. #6: Brent Johnson – The Money MBA Podcast

The Money MBA Podcast welcomes Brent Johnson of Santiago Capital to the show.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

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Originally recorded October 16, 2019

 

GUEST DETAILS

Guest Name:
Brent Johnson

 

Professional Experience:
Santiago Capital

 

Social Media:
Twitter: @SantiagoAuFund

 

HOST DETAILS

Host Name:
Jon Kutsmeda

 

Professional Experience:
Best Mortgage Rate .com

Jon Kutsmeda .com

Airbnb Financing .com

Money MBA Podcast

 

Social Media:
Twitter: @JonKutsmeda

Instragram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

 

SHOW NOTES

  • 2:17 – Who is Brent Johnson

  • 3:30 – Dot Com Bubble and Tech start-ups

  • 5:38 – Living in San Francisco

  • 6:24 – Brent’s thoughts on the financial crisis (Spy Game)

  • 8:05 – Exposing the hypocrisy of Wall Street

  • 11:50 – What is Santiago Capital

  • 13:03 – The dollar story

  • 15:29 – Triffin’s Dilemma

  • 18:27 – The Dollar Milkshake Theory Ch. 1 – There will be blood

  • 23:18 – The Dollar Milkshake Theory Ch. 2 – The Highlander

  • 25:10 – The Dollar Milkshake Theory Ch. 3 – The Prestige

  • 28:48 – Are central banks clueless?

  • 30:38 – What’s wrong with the US repo markets

  • 32:40 – What the spike in US repo rate means for the dollar milkshake

  • 35:29 – A “new” plaza accord

  • 36:37 – Is the big reset coming

  • 38:47 – Everyone is still in the game

  • 41:15 – Goodbye austerity, hello deficits

  • 42:49 – Who controls monetary policy, central bankers or politicians

  • 46:00 – The risk of the “risk free” rate

  • 47:37 – A sovereign crisis – what happens if the Milkshake theory is correct

  • 49:30 – The two best assets to own for the next 5 years

  • 53:28 – How to trade the Dollar Milkshake Theory

  • 57:02 – Hong Kong dollar peg

  • 58:58 – Bitcoin and Crypto-currency

  • 1:01:16 – The Milkshake Theory Conclusion

  • 1:02:34 – Fiat will never die

  • 1:05:25 – Year-end predictions – “November will be a big month.”

     

     

     

     

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