Has the Dollar Milkshake Begun? w/ Brent Johnson (TIP449)

  Рет қаралды 32,996

The Investor's Podcast Network

The Investor's Podcast Network

Күн бұрын

Пікірлер: 60
@TheInvestorsPodcastNetwork
@TheInvestorsPodcastNetwork 2 жыл бұрын
Consider this one of those “must listen” episodes…. - Trey We hope you enjoyed this episode as much as we did. Please let us know your thoughts in the comments section! IMPORTANT: Please beware of cyber scams & phishing attacks. We have received reports of fake accounts claiming to be affiliated with The Investor's Podcast Network or posing as one of our hosts. Please help us report those suspicious accounts. We will never reach out to you for any business or investment opportunity. Stay vigilant!
@jarcadipane2849
@jarcadipane2849 2 жыл бұрын
Definitely, such amazing insight from Mr. Brent Johnson. He's a great guest ! Great atmosphere between the two of you. !! thanks !!!
@zalezphoto
@zalezphoto 2 жыл бұрын
Great interview. From a big picture perspective, Brett's Milk Shake theory has made sense since the first time I heard him share it. But there are so many variables affecting this theory, that it makes it impossible to predict the timing of it. There are BIG variables that in my opinion are dramatically ignored and most experts don't mention. For example: -1 The Fed may have stopped QE, but not the unlimited money printing, ex the "inflation reduction act" and how those dollars will flood right the American landscape. -2 What happens when and if there's coordinated dumping of US treasuries by other central banks. -3 How will the stock market rise in an economy with double digit unemployment and inflation? -4 Live by the sword, die by the sword. The US $ is the sword, therefore Americans in the end will suffer the most, and the US will fold before anyone does. -5 Perhaps the biggest Variable of all... what if all of this has levels of Design and Outcomes, including COVID shutdowns?
@nichole2757
@nichole2757 2 жыл бұрын
I love Brent’s takes, even if I’m not fully on board with them, he’s so thorough in his analysis
@klam77
@klam77 2 жыл бұрын
NPC bot.
@bighands69
@bighands69 2 жыл бұрын
Reality is that the US is the world reserve economy because it is the only stable economy.
@klam77
@klam77 2 жыл бұрын
@@bighands69 the reality is the US is the world's most stable economy because it has the reserve currency.
@kevinkelly1875
@kevinkelly1875 2 жыл бұрын
Love listening to Brent make sense of some highly complex cross currents. Thank you.
@TheInvestorsPodcastNetwork
@TheInvestorsPodcastNetwork 2 жыл бұрын
Glad you enjoyed the video, Kevin!
@sebfox2194
@sebfox2194 2 жыл бұрын
Forget Brent Crude, this is Brent refined!
@glorialiu7536
@glorialiu7536 2 жыл бұрын
So informative. Try asked very good quality questions and the guest provided so profound perspectives. It definitely helps us to assess the current turmoil market.
@moepharmo
@moepharmo 2 жыл бұрын
Milkshake Theory is True & becomes important when the US contracts the money supply. However if the money printers get started & interest rates drop then USD weakens. The milkshake theory becomes relevant when the following occurs: 1. US interest rates increase 2. The FED starts offloading the balance sheet & stops bond purchases 3. It contracts the money supply
@alysonfrost8398
@alysonfrost8398 2 жыл бұрын
Yes! Everyone I follow Luke, Brent, Steve Van Metre, Rick Rule etc all come to the same point where avg folks are going to feel a lot of pain (and have been saying the pain poit finally long time) I just wish people didn't feel the need to pit people against each other. I'd love to put all these views on a mine node to show where they split and where they all come together.
@drewhelwig
@drewhelwig 2 жыл бұрын
I enjoy Brent. Great ideas. Enjoyable communication. Possibility interpreted to high Probability. Genius messaging Brent. Love 💘
@TheInvestorsPodcastNetwork
@TheInvestorsPodcastNetwork 2 жыл бұрын
Glad you enjoyed the episode, Drew!
@agent-8699
@agent-8699 2 жыл бұрын
Watching this again 5 months later I was impressed at how right Brent proved to be.
@thorsten8123
@thorsten8123 2 жыл бұрын
Even as a welcome by-product, $ USD as a weapon (next to political & military warfare) makes perfect sense in light of the old but still valide doctrine formulated by Zbigniew Brzeziński. Read his THE GRAND CHESSBOARD In there, the author (1) says that the USA is and needs to be THE NUMBER ONE POWER. (2) He identified potential challengers to that status quo and WHAT to do to prevent any challenge at all. So, in that book you find the amazing sentence: "The key to destabilize Russia is Ukraine!" Yes, higher interest rates are required domestically, but not worldwide, because so many regions/countries can not afford that - for example EU southern countries. "Get in line!" is the message! What I missed a bit here: How to invest from here on?
@Alien-fv9gd
@Alien-fv9gd 2 жыл бұрын
Invest in too big to fail companies where cash flow will continously go. It's a self fulfilling prophecy and it's disgusting but look out for your best interests not others because the fed is to blame
@CmdrCorn
@CmdrCorn 2 жыл бұрын
I never know whether I should watch the Preston Pysh or TIP's version when these new episodes come out...
@patrickshanghai2064
@patrickshanghai2064 2 жыл бұрын
good show. interesting point on JPY downdraft possibly impacting Chinese competitivity.
@TheInvestorsPodcastNetwork
@TheInvestorsPodcastNetwork 2 жыл бұрын
Thank you, Patrick!
@klam77
@klam77 2 жыл бұрын
Endgame for the dollar from game theory: US wants things to break overseas!
@drewhelwig
@drewhelwig 2 жыл бұрын
Really enjoy Brent. Thanks. Great 👍
@TheInvestorsPodcastNetwork
@TheInvestorsPodcastNetwork 2 жыл бұрын
Glad you enjoyed it, Drew!
@dynamics9000
@dynamics9000 2 жыл бұрын
Makin money can be easy by having a job, but making money out of money is a game, Learn the Game of money and always have money, even if you are not doing any job. thanks for the share :)~~~~~
@moepharmo
@moepharmo 2 жыл бұрын
You have Bric on one side & G7 on the other. So we see both Rubal & USD are both increasing because of the fuel crisis to me they are actually working together & wink at each other as the split in allegiance benefits both Russia & USA but burns the minor players
@malmsteengreece
@malmsteengreece 2 жыл бұрын
Timestamps please
@Bruce56
@Bruce56 2 жыл бұрын
Yeah agree, I can’t be bothered watching long-form videos without timespans anymore.
@mutantryeff
@mutantryeff 2 жыл бұрын
The US Govt needs to cut its budget by 50%, pay down the debt, and EndTheFed. There is a shortage of everything except the US Govt spending money they don't have. The US is enslaved to the Federal Reserve through debt and getting off the gold standard. EVERYBODY JUST IGNORES THAT THE US GOVT NEEDS TO CUT SPENDING.
@klam77
@klam77 2 жыл бұрын
LOL. Why have a gov?
@vallmak
@vallmak 2 жыл бұрын
This guy is great.
@jsaff4391
@jsaff4391 2 жыл бұрын
Fed needs to inflate currency abroad and contract currency at home. Not sure how to do that but they need to create a hawkish policy at home with a dovish policy abroad. Maybe that's what they are on to, I don't know. Love comment that US is global hegemon.. absolutely true
@Wizdomman1
@Wizdomman1 2 жыл бұрын
21:00
@prof.puggle1631
@prof.puggle1631 2 жыл бұрын
Legend
@TheInvestorsPodcastNetwork
@TheInvestorsPodcastNetwork 2 жыл бұрын
We hope you enjoyed the episode!
@dsrappaport
@dsrappaport 2 жыл бұрын
What's to say that other countries wouldn't do what the USA is doing to Russia or other enemies? Countries with dollar debt could join the China-Russia-Saudi-India-Iran economic system and just turn their backs on dollar debt.
@jaydub570
@jaydub570 2 жыл бұрын
You’re more likely to see similar to Sri Lanka turning their back on China’s debt and their debt diplomacy. Developing nations stuck in the debt trap financing will do this. The world can’t escape the EuroDollar until there is a replacement. Bitcoin…no. Yuan…hell no.
@mikeystepback8639
@mikeystepback8639 2 жыл бұрын
Would you join a russia china backed dollar
@mutantryeff
@mutantryeff 2 жыл бұрын
Organize protests at all the Federal Reserve buildings in large numbers. We should be madder about the Fed than the Supreme Court
@bighands69
@bighands69 2 жыл бұрын
The reason why the fed uses QE is due to the fact that there is a shortage of US dollar in the US economy because too much is being used internationally to prop up the world global trade order.
@corbindallas6384
@corbindallas6384 Жыл бұрын
Aged beautifully
@StarkVandalez
@StarkVandalez 28 күн бұрын
i think its starting now
@esquared5064
@esquared5064 2 жыл бұрын
Great show ..... But you almost lost me at "honey and almond milk". 🤣
@robertomichienzi-n6n
@robertomichienzi-n6n Жыл бұрын
more
@TheInvestorsPodcastNetwork
@TheInvestorsPodcastNetwork Жыл бұрын
Here's another interview with Brent Johnson if you want more: kzbin.info/www/bejne/mmSkg2iLm7GIeaM Hope that helps!
@riskonandoff2891
@riskonandoff2891 2 жыл бұрын
Everything starts from the spreadsheets 😂
@mihaicernea8735
@mihaicernea8735 2 жыл бұрын
Why is this guy not talking about Bitcoin at all?
@StarkVandalez
@StarkVandalez 28 күн бұрын
because its stupid
@Richest_Person_in_the_World
@Richest_Person_in_the_World 2 жыл бұрын
I'm long yen, I don't believe in this doom & gloom
@simonyadig
@simonyadig 2 жыл бұрын
As the dollar absolutely rages on. Literally busting out to new 20 year highs as I type.
@STORRMUZIK
@STORRMUZIK 2 жыл бұрын
Comment didn’t age well
@PomaranczaPoczestujSie
@PomaranczaPoczestujSie Ай бұрын
What next now?
@miked5106
@miked5106 2 жыл бұрын
China or Japan will break soon. Japan 1st. I surprised Greece isn't cratering.
@RustyCohle
@RustyCohle 2 жыл бұрын
@@samnectar UK is leading the race, Germany is in hot pursuit...Japan is waiting for the final strait to kick-in and empty her gas tank. Speaking of gas...😋😋
@cnsmiles
@cnsmiles 2 жыл бұрын
Brent’s illustration on the thumbnail looks like he’s high on something…
@scottiebumich
@scottiebumich 2 жыл бұрын
If you call yourself an investor podcast you should interview investors and. It story telling speculators.
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