Strait of Hormuz: Implications on Global Supply Chain

Brent Johnson joins Darrell to break down the real consequences of disruption in the Strait of Hormuz and why the damage may already be locked in. He explains how supply chain shocks ripple into energy, food, and global inflation, setting up potential political instability across emerging markets and beyond. Check out Brent's work: https://x.com/SantiagoAuFund    / @milkshakespod   https://research.santiagocapital.com/ Brought to you by US Gold Corp (NASDAQ: USAU) https://www.usgoldcorp.com/ Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9 Sign up for Jay’s newsletter at https://2ly.link/211gx 0:00 Strait of Hormuz & Immediate Market Risk 1:44 Supply Chain Shock & Delayed Impact 4:33 Energy, Inflation & Global Spillover 6:15 Food Crisis Risk & Social Unrest 10:24 Timing Mismatch: Why Damage Is Locked In 13:02 Commodities Setup & Investment Opportunity 17:02 Ceasefire, Market Rally & Skepticism 19:30 Why Holding Cash Matters Now 23:05 Fed Constraints & Downside Risk 27:01 Geopolitics: U.S., China & Energy Control 36:13 Political Fallout & Midterm Risk 40:02 U.S. Strength in a Fragmenting World 41:51 Debt, Dollar Dominance & Stablecoins 46:56 Private Credit Risks & Market Outlook Copyright © 2025 Cambridge House International Inc. All rights reserved.