Portfolio Positioning: Gold, US Equities, T-Bills

Gold is at $5,000. Silver is at $100. Yet the U.S. dollar refuses to collapse.Brent Johnson explains why this isn’t a contradiction — and why it actually proves the Dollar Milkshake Theory is still playing out.From yield curve control and Japan’s bond crisis to stablecoins, de-dollarization myths, and why a U.S. funding crisis would hit the rest of the world harder first, this conversation breaks down the real endgame behind today’s markets.#gold #usdollar #silver ---------------------Thank you to our sponsor: First Majestic SilverMake sure to pay them a visit: https://www.firstmajestic.com/---------------------👨‍💼 Guest: Brent Johnson, CEO🏢 Company: Santiago Capital🌎 https://santiagocapital.com/ 𝕏 @SantiagoAuFund📺 @MilkshakesPod 📅 Recording date: January 25th, 2026---------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 15 & 16, 2026 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/---------------------00:00 Gold at $5,000 but the dollar survives01:26 The Dollar Milkshake explained02:47 Is the world burning or just smoldering03:34 Why de-globalization increases volatility04:48 Yield curve control and bond market stress06:15 Why a weaker dollar can still mean dollar dominance07:44 The dollar’s danger zone09:03 Stablecoins and re-dollarization11:48 Why emerging markets still want dollars13:20 $9.2T refinancing risk explained14:47 What happens in a sovereign debt crisis15:37 Why everything rises except bonds15:53 Japan’s bond market time bomb17:58 The real nightmare scenario for liquidity19:37 When the system finally resets20:58 Where Brent is positioned right now*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#BrentJohnson #DollarMilkshake #Gold5000 #Silver100