Gold Goats 'n Guns Podcast Episode #227 -- Brent Johnson and Who's Writing the New Rules Based Order
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Aug 14, 2025 
Brent Johnson, CEO of Santiago Capital and creator of the "Dollar Milkshake" theory, joins the discussion rich with insights on the evolving Rules-Based Order. He reflects on his educational journey from chemistry to macroeconomics. The conversation navigates the geopolitical changes post-World War II and the rise of new global powers. Brent emphasizes the need for reforms amidst shifting political landscapes, the complexities of future digital currencies, and how these dynamics impact investment strategies in an increasingly unpredictable world.
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Rules-Based Order Served The Victor
- The rules-based order was crafted after WWII to promote peace and economic stability while also serving the interests of the victor, mainly the U.S.
- Brent Johnson argues the system favored its architects and could change rules when it suited the hegemon.
Trump's Assault Is Strategic Not Random
- Trump attacks institutions like the WTO and UN not from chaos but to surgically dismantle a system he views as harming Main Street.
- Johnson says this dismantling would likely occur with or without Trump, but he accelerates it.
Globalization Fueled Domestic Inequality
- Globalization and institutions like WTO helped markets and elites while hollowing out manufacturing and creating domestic inequality.
- That inequality enabled nationalist populists like Trump to gain political traction.
