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
Social Media:
Twitter: @JonKutsmeda
Instragram: @JonKutsmeda
Facebook: @JonKutsmeda
YouTube: @JonKutsmeda
SHOW NOTES
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2:17 – Who is Brent Johnson
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3:30 – Dot Com Bubble and Tech start-ups
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5:38 – Living in San Francisco
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6:24 – Brent’s thoughts on the financial crisis (Spy Game)
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8:05 – Exposing the hypocrisy of Wall Street
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11:50 – What is Santiago Capital
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13:03 – The dollar story
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15:29 – Triffin’s Dilemma
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18:27 – The Dollar Milkshake Theory Ch. 1 – There will be blood
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23:18 – The Dollar Milkshake Theory Ch. 2 – The Highlander
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25:10 – The Dollar Milkshake Theory Ch. 3 – The Prestige
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28:48 – Are central banks clueless?
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30:38 – What’s wrong with the US repo markets
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32:40 – What the spike in US repo rate means for the dollar milkshake
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35:29 – A “new” plaza accord
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36:37 – Is the big reset coming
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38:47 – Everyone is still in the game
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41:15 – Goodbye austerity, hello deficits
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42:49 – Who controls monetary policy, central bankers or politicians
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46:00 – The risk of the “risk free” rate
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47:37 – A sovereign crisis – what happens if the Milkshake theory is correct
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49:30 – The two best assets to own for the next 5 years
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53:28 – How to trade the Dollar Milkshake Theory
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57:02 – Hong Kong dollar peg
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58:58 – Bitcoin and Crypto-currency
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1:01:16 – The Milkshake Theory Conclusion
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1:02:34 – Fiat will never die
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1:05:25 – Year-end predictions – “November will be a big month.”
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