What Does The Post-War Future Of The US Dollar Look Like? | Brent Johnson

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Many think the war in Iran is weakening (some claim ruining) the prospects for the US generally and the dollar specifically. Others argue the exact opposite. So which is more likely? To make sense of it all for us, Brent Johnson, develop of the Dollar Milkshake Theory and CEO of Santiago Capital joined me today for a livestream. It was an extremely thoughtful discussion of not just where the dollar is likely headed, but also of the dynamics of global power. #dollar #iranwar #fiatcurrency 00:00 – The Two Conflicting Views on the US-Iran War 03:10 – Military Outcome: Has the US Dominated Iran? 07:45 – Why Swap Lines Show Continued Dollar Demand 11:20 – America First vs. the Old Rules-Based Order 14:55 – Is the US a “Paper Tiger”? Brent’s Rebuttal 18:30 – Recency Bias: Why Globalization Was the Aberration 22:10 – Money as an Instrument of Power 25:40 – UAE Leaving OPEC – What It Really Means 29:15 – The Real Game: US-China Strategic Competition 33:50 – How Iran & Venezuela Fit Into Leverage vs. China 38:20 – Trump’s Negotiation Style and Chaos Strategy 42:05 – Fourth Turning Context & Global Realignment 46:30 – Will BRICS Succeed in Challenging the Dollar? 51:10 – Russia Potentially Returning to SWIFT 55:25 – Investment Portfolio Update (Equities, Gold, Real Estate, Fixed Income) 57:40 – Why Brent Is Bullish on Stablecoins Long-Term 1:00:15 – Expected Supply Shocks in Food & Energy 1:04:50 – Fragmentation of Commodity Prices (“Law of One Price” Ending) 1:08:30 – Energy Independence, Nuclear, and National Resilience 1:12:20 – The Grand Bargain Thesis Between US, China & Russia 1:17:45 – Political Change & Social Unrest Risks Later in 2026 1:21:10 – Risk Board Game Question: Which Country Would Brent Pick? 1:24:50 – Betting on America – A Balanced Perspective 1:28:30 – Closing Thoughts & Where to Follow Brent Johnson _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video. Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-conten... Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-conten... IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2026 Thoughtful Money LLC. All rights reserved.