The Dollar Milkshake Theory & The Investment of The Century w/ Brent Johnson
Milk Road Macro
Repo Spikes and Liquidity Risks in Credit Markets
Brent assesses recent repo borrowing and bank meetings, calling liquidity tightening a real risk though not yet a crisis.
In today’s episode, Brent Johnson drops one of the most ambitious macro frameworks we’ve ever covered and explains why it may be pointing to the investment opportunity of the century. From stablecoins reshaping global power to the U.S.-China economic breakup, to a looming liquidity crunch that almost no one is prepared for… this conversation is a masterclass in how the world really works behind the headlines.
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📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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