The Money MBA Podcast welcomes Brent Johnson of Santiago Capital back to the show for his second appearance, and the Money MBA’s first repeat guest.

To check out the first interview, and to go deeper into Brent’s “Dollar Milkshake Theory” which is foundational for what we discuss in this podcast, visit https://moneymba.com/ep-6-brent-johnson/

Brent is a valuable contributor to the finance space as he has the guts to share his views openly and confidently. Although what I respect about Brent is he doesn’t do it arrogantly.

Yes, he is good at playing the antagonist in various Twitter conversations, but he’s also the first to admit he doesn’t have a crystal ball.

Brent, just like everyone else, is living in a world of infinite outcomes, and as a fiduciary his job is not to get married to a dogma, but to position his clients to take advantage of the outcomes with the highest probability.

For Brent, that highest probability outcome is betting on a higher dollar before it’s ultimate demise.

To paraphrase, a weaker dollar is exactly what the world wants, however a stronger dollar is what will ultimately be its undoing, but even then it won’t give up the throne of global reserve currency without a “fight”.

This of course is all part his Dollar Milkshake Theory, so we get some updates on that view and dive deeper into where the current narratives about inflation and “money printer go brrrr” have got it wrong.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

Please click here to SUBSCRIBE to the podcast.

Originally recorded February 09, 2021

GUEST DETAILS

Guest Name:
Brent Johnson

Professional Experience:
Santiago Capital

Social Media:
Twitter: @SantiagoAuFund

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Jon Kutsmeda .com

Best Mortgage Rate .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instagram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

• 0:38 – Introducing the Brent 2.0 show

• 3:06 – FYI – We livestreamed the podcast on Clubhouse

• 5:09 – Quick recap of the “Dollar Milkshake Theory”

• MORE SHOW NOTES AND TIME STAMPS TO COME…

The Money MBA Podcast welcomes Harris “Kuppy” Kupperman, of Praetorian Capital to the show.

Kuppy has a knack for breaking broader macro ideas into simple “back of the napkin” trading strategies.

In this interview, Kuppy walks us through his investing process and shares how he still manages to find “multi-baggers” in a world where the narrative suggests “value investing is dead”.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

Please click here to SUBSCRIBE to the podcast.

Originally recorded January 13, 2021

GUEST DETAILS

Guest Name:
Harris “Kuppy” Kupperman

Professional Experience:
Adventures in Capitalism

Praetorian Capital

Kuppy’s Event Driven Monitor

Social Media:
Twitter: @hkuppy

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:

Jon Kutsmeda .com

Best Mortgage Rate .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instagram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

• COMING SOON – Who is Kuppy?
•  

The Money MBA Podcast welcomes Mike Green of Logica Funds.

In the finance world, Mike needs no introduction, thus attempting to do so in brevity here would do him no service.

As I suggest in the introduction to this interview, after enjoying our conversation I encourage everyone to go down the Mike Green rabbit hole.

There is a tremendous amount of available content highlighting his intellect and ability to articulate it, so without further delay lets get you started right here and now…

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

Please click here to SUBSCRIBE to the podcast.

Originally recorded December 21, 2020

GUEST DETAILS

Guest Name:
Michael Green

Professional Experience:
Logica Funds

Social Media:
Twitter: @ProfPlum99

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:

Jon Kutsmeda .com

Best Mortgage Rate .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instagram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

• COMING SOON – Who is Michael Green?

•  

The Money MBA Podcast welcomes Grant Williams of “The Things That Make You Go Hmmm” newsletter and the “Grant Williams Podcast”, which is home to the extremely popular “End Game” series featuring Bill Fleckenstein.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

Please click here to SUBSCRIBE to the podcast.

Originally recorded December 23, 2020

GUEST DETAILS

Guest Name:
Grant Williams

Professional Experience:
Things That Make You Go Hmmm

The Grant Williams Podcast

Social Media:
Twitter: @TTMYGH

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Jon Kutsmeda .com

Best Mortgage Rate .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instragram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

• COMING SOON – Who is Grant Williams?

•  

The Money MBA Podcast welcomes Jason Buck of Mutiny Fund to the show.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

Please click here to SUBSCRIBE to the podcast.

Originally recorded December 21, 2020

GUEST DETAILS

Guest Name:
Jason Buck

Professional Experience:
Mutiny Fund

Social Media:
Twitter: @JasonMutiny

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:

Jon Kutsmeda .com

Best Mortgage Rate .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instragram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

• COMING SOON – Who is Jason Buck?

•  

The Money MBA Podcast is proud to announce a series of special interviews entitled “The Quarantine Sessions”.

During a 14-day hotel quarantine in Sydney (required for any citizen or resident returning to Australia) Jonathan Kutsmeda, host of The Money MBA Podcast, organized a handful of special interviews with a few of his favorites in the world of finance.

Stay tuned as each day a new interview will be released for your binging pleasure.  

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

Please click here to SUBSCRIBE to the podcast.

Originally recorded December 20, 2020

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Jon Kutsmeda .com

Best Mortgage Rate .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instragram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

The Money MBA Podcast welcomes Tony Nash of Complete Intelligence to the show.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

Please click here to SUBSCRIBE to the podcast.

Originally recorded October 23, 2019

GUEST DETAILS

Guest Name:
Tony Nash

Professional Experience:
Complete Intelligence

Social Media:
Twitter: @TonyNashOnAsia

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Best Mortgage Rate .com

Jon Kutsmeda .com

Airbnb Financing .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instragram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

• COMING SOON – Who is Tony Nash?

The Money MBA Podcast welcomes John McAfee to the show.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

Please click here to SUBSCRIBE to the podcast.

Originally recorded October 20, 2019

GUEST DETAILS

Guest Name:
John McAfee

Professional Experience:
Team McAfee

McAfeeDex

McAfee2020

Social Media:
Twitter: John McAfee @OfficialMcAfee

Twitter: Janice McAfee @TheeMrsMcAfee

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Best Mortgage Rate .com

Jon Kutsmeda .com

Airbnb Financing .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instragram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

• COMING SOON – Who is John McAfee?
•  

The Money MBA Podcast welcomes Brent Johnson of Santiago Capital to the show.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

Please click here to SUBSCRIBE to the podcast.

Originally recorded October 16, 2019

GUEST DETAILS

Guest Name:
Brent Johnson

Professional Experience:
Santiago Capital

Social Media:
Twitter: @SantiagoAuFund

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Best Mortgage Rate .com

Jon Kutsmeda .com

Airbnb Financing .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instragram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

• 2:17 – Who is Brent Johnson

• 3:30 – Dot Com Bubble and Tech start-ups

• 5:38 – Living in San Francisco

• 6:24 – Brent’s thoughts on the financial crisis (Spy Game)

• 8:05 – Exposing the hypocrisy of Wall Street

• 11:50 – What is Santiago Capital

• 13:03 – The dollar story

• 15:29 – Triffin’s Dilemma

• 18:27 – The Dollar Milkshake Theory Ch. 1 – There will be blood

• 23:18 – The Dollar Milkshake Theory Ch. 2 – The Highlander

• 25:10 – The Dollar Milkshake Theory Ch. 3 – The Prestige

• 28:48 – Are central banks clueless?

• 30:38 – What’s wrong with the US repo markets

• 32:40 – What the spike in US repo rate means for the dollar milkshake

• 35:29 – A “new” plaza accord

• 36:37 – Is the big reset coming

• 38:47 – Everyone is still in the game

• 41:15 – Goodbye austerity, hello deficits

• 42:49 – Who controls monetary policy, central bankers or politicians

• 46:00 – The risk of the “risk free” rate

• 47:37 – A sovereign crisis – what happens if the Milkshake theory is correct

• 49:30 – The two best assets to own for the next 5 years

• 53:28 – How to trade the Dollar Milkshake Theory

• 57:02 – Hong Kong dollar peg

• 58:58 – Bitcoin and Crypto-currency

• 1:01:16 – The Milkshake Theory Conclusion

• 1:02:34 – Fiat will never die

• 1:05:25 – Year-end predictions – “November will be a big month.”

The Money MBA Podcast welcomes Otavio “Tavi” Costa of Crescat Capital to the show.

This is Part 2, of a 2 part interview.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes

Please click here to SUBSCRIBE to the podcast.

Originally recorded Aug 24, 2019

GUEST DETAILS

Guest Name:
Otavio “Tavi” Costa

Professional Experience:
Crescat Capital

Social Media:
Twitter: @TaviCosta

HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Best Mortgage Rate .com

Jon Kutsmeda .com

Airbnb Financing .com

Money MBA Podcast

Social Media:
Twitter: @JonKutsmeda

Instragram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

SHOW NOTES

• 1:27 – Recessions are lagging indicators

• 3:30 – Gold and the US Dollar rising together

• 8:02 – How to play the new gold bull market

• 11:30 – Timing Recessions

• 18:28 – Tavi’s “unconventional” approach

• 22:00 – Should you take possession of physical gold

• 27:03 – Crypto Currencies

• 33:24 – Opportunities in Emerging Markets

• 40:08 – When is it time to dump the U.S. Dollar

• 46:05 – Debt levels, junk bonds, and market tops

• 53:56 – The trade of the century and how the average investor can play it.

• 55:34 – How to connect with Tavi