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18. Ep. #13: Brent Johnson – The Money MBA Podcast

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Konten disediakan oleh Jon Kutsmeda. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jon Kutsmeda atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

The Money MBA Podcast welcomes Brent Johnson of Santiago Capital back to the show for his second appearance, and the Money MBA’s first repeat guest.

To check out the first interview, and to go deeper into Brent’s “Dollar Milkshake Theory” which is foundational for what we discuss in this podcast, visit https://moneymba.com/ep-6-brent-johnson/

Brent is a valuable contributor to the finance space as he has the guts to share his views openly and confidently. Although what I respect about Brent is he doesn’t do it arrogantly.

Yes, he is good at playing the antagonist in various Twitter conversations, but he’s also the first to admit he doesn’t have a crystal ball.

Brent, just like everyone else, is living in a world of infinite outcomes, and as a fiduciary his job is not to get married to a dogma, but to position his clients to take advantage of the outcomes with the highest probability.

For Brent, that highest probability outcome is betting on a higher dollar before it’s ultimate demise.

To paraphrase, a weaker dollar is exactly what the world wants, however a stronger dollar is what will ultimately be its undoing, but even then it won’t give up the throne of global reserve currency without a “fight”.

This of course is all part his Dollar Milkshake Theory, so we get some updates on that view and dive deeper into where the current narratives about inflation and “money printer go brrrr” have got it wrong.

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

Please click here to SUBSCRIBE to the podcast.

Originally recorded February 09, 2021

GUEST DETAILS

Guest Name:
Brent Johnson

Professional Experience:
Santiago Capital

Social Media:
Twitter: @SantiagoAuFund

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Jon Kutsmeda .com

Best Mortgage Rate .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instagram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

  • 0:38 – Introducing the Brent 2.0 show

  • 3:06 – FYI – We livestreamed the podcast on Clubhouse

  • 5:09 – Quick recap of the “Dollar Milkshake Theory”

  • MORE SHOW NOTES AND TIME STAMPS TO COME…

  continue reading

14 episode

Artwork
iconBagikan
 

Seri yang sudah diarsipkan ("Feed tidak aktif" status)

When? This feed was archived on October 13, 2022 18:28 (1+ y ago). Last successful fetch was on June 26, 2022 04:13 (2y ago)

Why? Feed tidak aktif status. Server kami tidak mendapatkan feed podcast yang valid secara terus-menerus.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 285447338 series 2559597
Konten disediakan oleh Jon Kutsmeda. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jon Kutsmeda atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

The Money MBA Podcast welcomes Brent Johnson of Santiago Capital back to the show for his second appearance, and the Money MBA’s first repeat guest.

To check out the first interview, and to go deeper into Brent’s “Dollar Milkshake Theory” which is foundational for what we discuss in this podcast, visit https://moneymba.com/ep-6-brent-johnson/

Brent is a valuable contributor to the finance space as he has the guts to share his views openly and confidently. Although what I respect about Brent is he doesn’t do it arrogantly.

Yes, he is good at playing the antagonist in various Twitter conversations, but he’s also the first to admit he doesn’t have a crystal ball.

Brent, just like everyone else, is living in a world of infinite outcomes, and as a fiduciary his job is not to get married to a dogma, but to position his clients to take advantage of the outcomes with the highest probability.

For Brent, that highest probability outcome is betting on a higher dollar before it’s ultimate demise.

To paraphrase, a weaker dollar is exactly what the world wants, however a stronger dollar is what will ultimately be its undoing, but even then it won’t give up the throne of global reserve currency without a “fight”.

This of course is all part his Dollar Milkshake Theory, so we get some updates on that view and dive deeper into where the current narratives about inflation and “money printer go brrrr” have got it wrong.

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

Please click here to SUBSCRIBE to the podcast.

Originally recorded February 09, 2021

GUEST DETAILS

Guest Name:
Brent Johnson

Professional Experience:
Santiago Capital

Social Media:
Twitter: @SantiagoAuFund

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Jon Kutsmeda .com

Best Mortgage Rate .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instagram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

  • 0:38 – Introducing the Brent 2.0 show

  • 3:06 – FYI – We livestreamed the podcast on Clubhouse

  • 5:09 – Quick recap of the “Dollar Milkshake Theory”

  • MORE SHOW NOTES AND TIME STAMPS TO COME…

  continue reading

14 episode

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