Uploaded April 2020 | Updated September 2026, 3 days ago
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Brent Johnson is CEO and Portfolio Manager at Santiago Capital in San Francisco, which he formed after a successful and lengthy career working with private clients at Credit Suisse. He now manages the Santiago Gold Fund, a hedge fund which focuses primarily on bullion and other metals-related investments.
santiagocapital.com
"A big “milkshake of liquidity” has been created by the global central banks with their unprecedented monetary easing policy which entailed injecting $20 trillion in Dollars, EURO, Yen into the global economy since the financial crisis of 2008.
Dollar Milkshake theory views central bank liquidity as the milkshake and when Fed’s policy transitions from easing to tightening they are exchanging a metaphoric syringe for a big straw sucking liquidity from global markets
Despite all the talk about global de-dollarisation the USD currently facilitates a significant proportion of global trade. Moreover, the entire investment world currently depends on the dollar and its money flow.
Put simply, global loans made in USD need to be paid back with interest in USD.
Dollar Milkshake theory explains a USD rally in terms of market dynamics of demand for dollars exceeding their supply
Dollar Milkshake
When the Fed, the world’s central bank by default, raises base rates and does quantitative tightening, another way for saying the central bank becomes a seller of assets, that limits the global supply of dollars.
Meanwhile, foreign countries and companies “need north of a trillion USD just to make interest payments on dollar-based debt,” according to Brent Johnson. Moreover, to add to this USD liquidity drought the US Treasury is issuing dollar-denominated bonds to obtain funding for US infrastructure projects.
So the Dollar Milkshake theory supports the USD bull market argument going forward."
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My name is Ameer Rosic, and I'm a serial entrepreneur, investor, Marketing Strategist and Blockchain Evangelist
Blockchain Training: bit.ly/2nGhdn0
Blog Ameerrosic.com
Blockgeeks: blockgeeks.com
Facebook Facebook.com/ameerrosic
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Get access to all my weekly content, podcast episodes, live streams, and business-related updates and economic breakdowns tiny.cc/3p9mcz
Brent Johnson is CEO and Portfolio Manager at Santiago Capital in San Francisco, which he formed after a successful and lengthy career working with private clients at Credit Suisse. He now manages the Santiago Gold Fund, a hedge fund which focuses primarily on bullion and other metals-related investments.
santiagocapital.com
"A big “milkshake of liquidity” has been created by the global central banks with their unprecedented monetary easing policy which entailed injecting $20 trillion in Dollars, EURO, Yen into the global economy since the financial crisis of 2008.
Dollar Milkshake theory views central bank liquidity as the milkshake and when Fed’s policy transitions from easing to tightening they are exchanging a metaphoric syringe for a big straw sucking liquidity from global markets
Despite all the talk about global de-dollarisation the USD currently facilitates a significant proportion of global trade. Moreover, the entire investment world currently depends on the dollar and its money flow.
Put simply, global loans made in USD need to be paid back with interest in USD.
Dollar Milkshake theory explains a USD rally in terms of market dynamics of demand for dollars exceeding their supply
Dollar Milkshake
When the Fed, the world’s central bank by default, raises base rates and does quantitative tightening, another way for saying the central bank becomes a seller of assets, that limits the global supply of dollars.
Meanwhile, foreign countries and companies “need north of a trillion USD just to make interest payments on dollar-based debt,” according to Brent Johnson. Moreover, to add to this USD liquidity drought the US Treasury is issuing dollar-denominated bonds to obtain funding for US infrastructure projects.
So the Dollar Milkshake theory supports the USD bull market argument going forward."
Gear I use
Software I use for streaming
https://streamyard.com?pal=5793519584149504
Logitech BRIO – Ultra HD Webcam
amzn.to/2JIAjBb
Shure SM7B Cardioid Dynamic Microphone
amzn.to/2JPhWLj
Advising + Consulting help
https://clarity.fm/ameerrosic
Get access to all my weekly content, episodes, live events, and business-related updates tiny.cc/3p9mcz
Listen on
Itunes
tiny.cc/fwtvcz
Sticher
tiny.cc/so9mcz
Google Podcast
tiny.cc/dekncz
Spotify
tiny.cc/fxtvcz
Playlists
Psychology
youtu.be/pq02IiFHqU0
Psychedelics
youtu.be/4CSKSV95mU4
Daily Tech News
youtu.be/Lw4rMoQFK14
Podcast Clips
youtu.be/274bd2aw_mI
Life Lessons
youtu.be/kk4abdKm29M
Startup Lessons
youtu.be/HxoX_ZSKOWY
First Principles Thinking
youtu.be/EwmZd19BmRE
Follow me
Instagram.com/ameerrosic
facebook.com/AmeerRosic
Blockgeeks YouTube Channel
youtube.com/c/BlockGeeks
My name is Ameer Rosic, and I'm a serial entrepreneur, investor, Marketing Strategist and Blockchain Evangelist
Blockchain Training: bit.ly/2nGhdn0
Blog Ameerrosic.com
Blockgeeks: blockgeeks.com
Facebook Facebook.com/ameerrosic
Twitter Twitter.com/ameerrosic
Instagram Instagram.com/ameerrosic
