The Dollar Milkshake Theory & The Investment of The Century w/ Brent Johnson
Milk Road Macro
Inflation vs. Unemployment: Which Should Worry the Fed?
Brent sees both risks but favors a higher chance of deflationary pressures from credit contraction over runaway inflation.
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.
~~~~~
🔧 Build Without Compromise With Quicknode:
https://out.milkroad.com/Quicknode2025PodcastMRMacro
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Santiago Capital: https://x.com/SantiagoAuFund
📃 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.
The AI-powered Podcast Player
