Jon Kutsmeda TV's video: Money MBA Ep 6 - Brent Johnson

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 Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe Originally recorded October 16, 2019 GUEST DETAILS Guest Name: Brent Johnson Professional Experience: Santiago Capital (http://www.SantiagoCapital.com) Social Media: Twitter: @SantiagoAuFund (http://twitter.com/SantiagoAuFund) HOST DETAILS Host Name: Jon Kutsmeda Professional Experience: Best Mortgage Rate (http://BestMortgageRate.com) Jon Kutsmeda .com (http://JonKutsmeda.com) Airbnb Financing (http://AirbnbFinancing.com) Money MBA Podcast (http://MoneyMBA.com) Social Media: Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda) Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda) Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda) YouTube: @JonKutsmeda (http://youtube.com/user/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.”