Gold Goats 'n Guns Podcast Episode #227 -- Brent Johnson and Who's Writing the New Rules Based Order
39 snips
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.
AI Snips
Chapters
Books
Transcript
Episode notes
Invest By Predicting Actions Not Wishes
- Focus on what will actually happen politically, not on what you wish would happen.
- Use observable policy actions to guide investment decisions rather than moral judgments.
Cabinet Built For Geopolitical Confrontation
- Trump assembled a cabinet suited for a geopolitical confrontation, effectively a 'war cabinet'.
- Johnson and Luongo see this as preparation to shift U.S. policy away from Europe‑led consensus.
Meetings Expose Rules' Enforcement Limits
- A Trump‑Putin meeting undermines institutions like the ICC by showing rules depend on enforcement power.
- Johnson says no arrest in Alaska would reveal limits of the rules‑based order.
