Brent Johnson is the CEO of Santiago Capital and the creator of the Dollar Milkshake Theory.
In this episode, we discuss why the dollar may strengthen before it dies, how global debt markets rely on an insatiable demand for US dollars, and why Brent believes a global sovereign debt crisis will force a dramatic monetary reset. We get into the mechanics of the Eurodollar system, why stablecoins entrench dollar hegemony, and why attempts to escape the dollar could make it stronger in the short term and Bitcoin’s potential role in this endgame.
FOLLOW: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Brent Johnson: https://x.com/SantiagoAuFund
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