What podcasts say about Brent Johnson

Every statement, with the speaker, the exact quote and the moment it was said.

What Brent Johnson has said on podcasts

38 statements · 19 positive · 14 negative · 3 mixed · 2 neutral

on Federal Reserve policy toolsPositiveOct 8, 2026· Macro Voices
The Federal Reserve has substantially more policy tools than commonly believed.
“they have a lot more bullets than you can possibly imagine”
Listen at 0:08
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on Interest rateNegativeOct 8, 2026· Macro Voices
Markets are currently pressuring policymakers toward higher interest rates.
“markets are demanding higher rates”
Listen at 2:10
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on United States dollarPositiveOct 8, 2026· Macro Voices
Higher interest rates are a major contributor to dollar strength.
“raising rates is a big part of it”
Listen at 2:19
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on United States dollarPositiveOct 8, 2026· Macro Voices
Global commerce continues to require U.S. dollars.
“the world still needs dollars to operate”
Listen at 3:03
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on United States dollarPositiveOct 8, 2026· Macro Voices
Dollar-based liabilities and revenues create ongoing demand for dollars.
“that creates a bid for dollars”
Listen at 3:21
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on United States dollarNegativeOct 8, 2026· Macro Voices
The dollar may experience a short-term pullback.
“It wouldn't surprise me if the dollar gets a short-term pullback”
Listen at 5:11
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on GoldPositiveOct 8, 2026· Macro Voices
The dollar may pull back while the euro and gold rebound shortly.
“I think it's very possible we get a short-term pullback in the dollar and perhaps a bounce in the euro and gold.”
Listen at 5:49
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on United States dollarNegativeOct 8, 2026· Macro Voices
A substantially stronger dollar would cause financial or economic damage.
“if the dollar goes much higher, it's going to start to break some things”
Listen at 6:11
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on United States dollarPositiveOct 8, 2026· Macro Voices
A sovereign debt crisis would more likely drive the dollar sharply higher than lower.
“the dollar shoots higher than the dollar shoots lower”
Listen at 7:07
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on GoldNegativeOct 8, 2026· Macro Voices
A dollar index move to 110 could push gold toward $3,700.
“If we go to 110 on the dollar index, I think gold probably goes lower, maybe to the... I don't know, $3,700 range.”
Listen at 7:47
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on GoldPositiveOct 8, 2026· Macro Voices
Investors should begin gradually buying gold around current levels.
“I think this is probably the area to start nibbling on it.”
Listen at 8:19
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on GoldPositiveOct 8, 2026· Macro Voices
Gold will likely make a sizable upward move within weeks.
“I actually think the gold is going to make a fairly big move in the next few weeks. I think it probably goes higher.”
Listen at 8:31
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on Great-power competitionNegativeOct 8, 2026· Macro Voices
The world is moving toward another major-power competition.
“the direction we are heading is into another great power competition”
Listen at 11:08
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on Federal Reserve–Treasury coordinationNeutralOct 8, 2026· Macro Voices
Closer Federal Reserve–Treasury coordination will result from America First policies.
“the Fed and the Treasury working closer together is going to be one of those, the outcomes of that”
Listen at 11:59
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on Federal Reserve–Treasury coordinationMixedOct 8, 2026· Macro Voices
Closer Fed–Treasury coordination will significantly affect domestic and global markets.
“I think that has dramatic consequences for both domestic and world markets going forward.”
Listen at 14:20
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on U.S. government gold revaluationPositiveOct 8, 2026· Macro Voices
The Fed could revalue Treasury gold certificates and credit roughly $1 trillion to Treasury.
“they could tell them that the gold certificates that are on file, booking the gold at $42 per ounce, if they were to take that to current market prices of 4,100, when they do that, they mark up. The Fed then marks up those gold certificates and they credit to keep the balance sheet balanced. They credit the Treasury's account with that trillion dollars. And that can be done in an afternoon.”
Listen at 17:32
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on StablecoinsPositiveOct 8, 2026· Macro Voices
Stablecoins can distribute bonds, raise cash, and make payments without banks.
“Stable coins do not need a banking system to distribute either the bonds or to raise cash or to make payments.”
Listen at 19:26
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on StablecoinsNegativeOct 8, 2026· Macro Voices
Stablecoin adoption could reduce the Federal Reserve’s leverage over Treasury.
“as that technology gets built out, it starts to remove some of the leverage that the Fed has”
Listen at 19:36
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on U.S. government gold revaluationNegativeOct 8, 2026· Macro Voices
A government gold revaluation is unlikely in the near term.
“I am not expecting this anytime soon.”
Listen at 20:07
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on U.S. gold-backed stablecoinMixedOct 8, 2026· Macro Voices
A U.S. gold-backed stablecoin is unlikely but remains possible.
“I don't expect that to happen, Eric. But I do think that you cannot rule it out.”
Listen at 21:39
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on U.S. government gold revaluationPositiveOct 8, 2026· Macro Voices
Gold revaluation could create government funds through an accounting mechanism.
“It is an accounting trick and it provides the government a bunch of money that they didn't have anymore.”
Listen at 24:08
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on U.S. government gold revaluationPositiveOct 8, 2026· Macro Voices
The government would use gold revaluation to restore confidence in the dollar if necessary.
“The only time they would use gold would be if they had to bring back some kind of a bid to the dollar in order to bring the confidence back to it.”
Listen at 24:50
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on United StatesPositiveOct 8, 2026· Macro Voices
The United States can withstand more economic or financial stress than other countries.
“the U.S. can accept a lot more pain than the rest of the world and still come out OK”
Listen at 30:24
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on U.S. dollar versus Canadian dollarPositiveOct 8, 2026· Macro Voices
U.S. dollars are preferable to Canadian dollars.
“I would much rather own U.S. dollars than own Canadian dollars.”
Listen at 32:10
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on United States dollarPositiveOct 8, 2026· Macro Voices
Higher U.S. yields and dollar appreciation attract global capital to the United States.
“that's a way that the United States sucks in capital from around the world.”
Listen at 32:31
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on U.S.–China relationsNegativeOct 8, 2026· Macro Voices
The United States is entering a prolonged Cold War with China.
“We're embarking on this great cold war with China.”
Listen at 33:20
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on U.S.–China relationsNegativeOct 8, 2026· Macro Voices
The emerging U.S.–China Cold War will not end soon.
“I don't see it coming to an end anytime soon.”
Listen at 33:30
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on United StatesMixedOct 8, 2026· Macro Voices
U.S. consolidation into an empire is more likely than national decline.
“the more likely scenario for the United States now than one where the United States falls and becomes a second class citizen on the global stage”
Listen at 35:13
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on Great-power competitionNegativeOct 8, 2026· Macro Voices
Countries and regions will be forced to choose between competing power blocs.
“I think they are going to be forced to choose one side or the other.”
Listen at 36:39
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives
on Great-power competitionNegativeOct 8, 2026· Macro Voices
The great-power competition will persist for years or decades.
“I think this probably plays out for a number of years, if not a number of decades.”
Listen at 36:53
Open the episode · MacroVoices #553 Brent Johnson: Disparate Housewives

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.