Brent Johnson Milkshakes Pod | Investing • Finance

Brent Johnson Milkshakes Pod | Investing • Finance

35 Summaries

Geopolitical Risk Currencies Market Volatility Monetary Policy Gold Investment Strategy

Macro markets analysis and financial commentary

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Why Rubio Skipped Brussels: America’s Secret Ring Around Europe & How it will Impact Portfolios

VideoBrent JohnsonOct 11

Why Rubio Skipped Brussels: America’s Secret Ring Around Europe & How it will Impact Portfolios

Geopolitical Risk National Security Market Volatility

Why rising Rates are a Problem for the USA & a Death Sentence for Short Stacks at the Poker table.

VideoBrent JohnsonOct 4

Why rising Rates are a Problem for the USA & a Death Sentence for Short Stacks at the Poker table.

Interest Rates Currencies Fixed Income Market Liquidity Gold Market Structure

How the U.S. power move in Greenland impacts your Portfolio in the modern day Game of Thrones

VideoBrent JohnsonSep 27

How the U.S. power move in Greenland impacts your Portfolio in the modern day Game of Thrones

Geopolitical Risk National Security Commodities Gold Market Volatility Monetary Policy

Will Trump Preside over the Wedding between the Fed & Treasury? And what would it mean for Markets?

VideoBrent JohnsonSep 20

Will Trump Preside over the Wedding between the Fed & Treasury? And what would it mean for Markets?

Monetary Policy Government Debt Currencies

How to Prepare your Portfolio for the Possibilities that arrive when the Fourth Turning is over.

VideoBrent JohnsonSep 13

How to Prepare your Portfolio for the Possibilities that arrive when the Fourth Turning is over.

Geopolitical Risk Gold Stablecoins Currencies China National Security

What You need to Understand about the BRICS Secret Plan to replace U.S. Dollar Dominance

SnapBrent JohnsonSep 6

What You need to Understand about the BRICS Secret Plan to replace U.S. Dollar Dominance

Currencies Geopolitical Risk Market Structure

What Bessent’s Bond Buybacks Mean for Your Mortgage

PodcastJon KutsmedaAug 30

What Bessent’s Bond Buybacks Mean for Your Mortgage

Fixed Income Interest Rates Real Estate Monetary Policy Market Liquidity Risk Management

Understanding what the Drunk Man in the US Treasury Market means for your Portfolio

VideoBrent JohnsonAug 23

Understanding what the Drunk Man in the US Treasury Market means for your Portfolio

Fixed Income Interest Rates Market Liquidity Government Debt Risk Management Monetary Policy

The Fort Knox Gold Problem Nobody Considers...

SnapBrent JohnsonAug 16

The Fort Knox Gold Problem Nobody Considers...

Gold Monetary Policy Government Debt

The Great Yen Intervention is a Problem for the Whole World & your Portfolio needs to Understand Why

VideoBrent JohnsonAug 9

The Great Yen Intervention is a Problem for the Whole World & your Portfolio needs to Understand Why

Currencies Market Volatility Interest Rates Market Liquidity Monetary Policy Geopolitical Risk

Why the Strategic Petroleum Reserve is not a Disaster & instead the best run Gov Program in History.

SnapBrent JohnsonAug 2

Why the Strategic Petroleum Reserve is not a Disaster & instead the best run Gov Program in History.

Oil Energy Security Energy Markets

How much did it Cost for Iran to win its Political Victory...?

VideoBrent JohnsonJun 21

How much did it Cost for Iran to win its Political Victory...?

Geopolitical Risk Energy Markets Commodities Market Volatility Currencies Inflation

Gold DOES pay a yield. You just have to know how to put it to Productive use...

PodcastDixon BuchananMay 31

Gold DOES pay a yield. You just have to know how to put it to Productive use...

Gold Commodities Fixed Income

Destined for War? Chairman Xi's & President Trump's Thucydides Trap

VideoBrent JohnsonMay 17

Destined for War? Chairman Xi's & President Trump's Thucydides Trap

Geopolitical Risk National Security Supply Chains Trade Policy Energy Security Precious Metals

Grounded...! The Hidden Tail Risk of a Broken Sky

VideoBrent JohnsonMay 10

Grounded...! The Hidden Tail Risk of a Broken Sky

Supply Chains Geopolitical Risk Investment Strategy

How the U.S. will use the 1 - 2 Punch of Stablecoins & Swaplines to Run the Global Monetary System

VideoBrent JohnsonMay 3

How the U.S. will use the 1 - 2 Punch of Stablecoins & Swaplines to Run the Global Monetary System

Currencies Stablecoins Market Liquidity

Bombs, Blunders, and Your Portfolio's Bottom Line

PodcastJohn ButlerApr 19

Bombs, Blunders, and Your Portfolio's Bottom Line

Geopolitical Risk Energy Security Economic Growth

Why the Food and Energy shock will outlast the War — and how You can position for it

SnapBrent JohnsonApr 12

Why the Food and Energy shock will outlast the War — and how You can position for it

Inflation Energy Markets Commodities Investment Strategy Natural Gas Equities

How & Why Your Grocery Bill will be Affected by the coming Food Shock

SnapBrent JohnsonApr 5

How & Why Your Grocery Bill will be Affected by the coming Food Shock

Energy Security Supply Chains Geopolitical Risk

What this means for allocating your Portfolio

VideoBrent JohnsonMar 29

What this means for allocating your Portfolio

Investment Strategy Geopolitical Risk Energy Security

Does Iran have a Plan to use the Chinese Yuan to Dethrone the US Dollar?

SnapBrent JohnsonMar 22

Does Iran have a Plan to use the Chinese Yuan to Dethrone the US Dollar?

Geopolitical Risk Oil Currencies Market Volatility Commodities Trade Policy

The Middle East Is Moving Markets — Here's What You Need to Know

SnapBrent JohnsonMar 15

The Middle East Is Moving Markets — Here's What You Need to Know

Geopolitical Risk Market Volatility Commodities Investor Sentiment Economic Growth Equities

Is Iran a Pawn in a Global Game of 3D Chess...?

VideoBrent JohnsonMar 8

Is Iran a Pawn in a Global Game of 3D Chess...?

Geopolitical Risk Energy Markets Market Volatility

The US Dollar is not Dying but the System might be...

PodcastMark MossFeb 22

The US Dollar is not Dying but the System might be...

Currencies Geopolitical Risk Trade Policy Supply Chains Inflation Interest Rates

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