Is the US government preparing to weaponise the dollar like never before?
In this episode, Brent Johnson, creator of the Dollar Milkshake Theory, returns to discuss his $5,000 gold call and why the traditional rules of global macro are currently being rewritten.
We get into the Imperial Circle, the exact strategy Soros, Druckenmiller and Scott Besant used to break the Bank of England, and why that same playbook may now be driving US economic policy. Brent explains why gold and the dollar can be strong at the same time, why Bitcoin has underperformed gold this cycle and how stablecoins are reshaping global capital flows in ways most people aren't paying attention to.
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Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Brent Johnson: https://x.com/SantiagoAuFund