Brent Johnson Milkshakes Pod | Investing • Finance

Brent Johnson Milkshakes Pod | Investing • Finance

@milkshakespod · 40K subscribers · 260 videos · English

The Dollar Milkshake Theory, an idea created by Brent Johnson of Santiago Capital to explain the role of the U.S. Dollar in the global monetary system, is a …

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37:12

Lessons from New Orleans: The Myth of De-Dollarization & its Impact on your Investment Portfolio.

18K views · 4d ago · 37:12

This week I'm featuring my presentation from the recent 2026 New Orleans Investment Conference. As Gold surged and the dollar fell in 2025, many took that as proof that de-dollarization is finally here. But it’s a myth. Almost every dollar in the world is loaned into existence, so a weaker dollar creates more dollar debt, which is future demand for the dollar. So if the dollar ever dies, it will die of strength.

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33:41

Does the Market Madness associated with Mercury in Retrograde mean Murder for your Portfolio...?

17K views · 1w ago · 33:41

Mercury turned retrograde on October 24, and the astrology crowd says to brace for trouble. So we put that to the test with 98 years of market data. Since 2000, putting $100 in the S&P 500 only outside the retrograde windows (counting the shadow periods) grew it to $941, while holding only inside them shrank it to $56. Euro Stoxx and the Nikkei show the same split. Gold doesn’t care, and oil actually did better inside the windows.

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15:18

Is China secretly hiding U.S. Treasury holdings in Canada? We explain why this confusion exists...

16K views · 2w ago · 15:18

Headlines this week discussed the possibility of China's US Treasury holdings being larger than commonly believed and where they might be hiding. In all, Foreign Holders own $9.2 trillion of U.S. Treasuries. Using the Treasury’s own TIC data, we break down the changes in those holdings into net purchases, price changes and unexplained “other changes.”

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1:00:25

What Bessent’s Bond Buybacks Mean for Your Mortgage

44K views · 2mo ago · 1:00:25

Last week we covered Secretary Bessent stepping into the bond market. This week we look at what happened downstream, in the mortgage market that is supposed to follow it. And we're joined by our old friend Jon Kutsmeda, mortgage expert and founder of , for his view from inside the business.

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32:50

The Fort Knox Gold Problem Nobody Considers...

14K views · 2mo ago · 32:50

Fort Knox has not had a full outside count since 1953. We go through how the vault got built, what the annual audit actually inspects, and where all 261 million ounces are reported to sit. Then the theories: sold, leased, swapped, or never there at all. Plus the case nobody makes, that the problem might be a surplus rather than a shortfall.

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40:42

The Great Yen Intervention is a Problem for the Whole World & your Portfolio needs to Understand Why

35K views · 2mo ago · 40:42

The U.S. just intervened to prop up the yen for the first time since 2011. We break down how they did it, why now, and why this is really about defending the whole dollar system, not just Japan. The bigger the yen breaks, the more it threatens everyone, because global debt is priced off the U.S. 10-year and a spike there hurts America but crushes the rest of the world. Bessent and the BOJ know this, and they have the tools to fight it.

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