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Brent Johnson

This week · 29 items
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Voice · person

This week · spoke in 29 items · 8 topics

Oct 8 → Oct 15, 05:30 ET · Last update Oct 11, 17:20 ET (for the window to Oct 11, 05:30)

Earlier: September 2026 · August 2026 · July 2026

Sceptical

Brent Johnson focused chiefly on rising US interest rates, falling Treasury prices and the broader market consequences. He argued that Fed–Treasury cooperation is becoming more likely, potentially giving the Treasury greater influence over monetary functions, while AI, tokenisation and passive investment could reshape debt financing and liquidity. He also discussed the dollar’s debt backing, MMT, geopolitical themes and several lighter personal or sports-related posts.131415172028

From the window to Oct 11, 05:30 ET — this window's take is still to be written.

On the record

last 90 days · 50 positions
US +0.2 · 6China -0.5 · 4gold +1.7 · 3Russia +0.3 · 3dollar +2.0 · 2rare earths +2.0 · 2US dollar +1.5 · 2stable coins +1.5 · 2

Latest positions

  • BJBrent JohnsonStrongly dovish on International Criminal Justice Court Expects the ICC to lose its battle with the United States and be torn down. “it's my opinion that this is not going to go in the court's favor or the international criminal court's favor” ▶ 22:06 Why Rubio Skipped Brussels: America’s Secret Rin… · 11 Oct
  • BJBrent JohnsonWorsening on China Expects the great power competition between the US and China to persist for a long time, with recurring antagonism. ▶ 6:31 Why Rubio Skipped Brussels: America’s Secret Rin… · 11 Oct
  • BJBrent JohnsonImproving on Greece Expects Greece to become an increasingly important strategic location, as a base, energy hub and US partner. ▶ 11:32 Why Rubio Skipped Brussels: America’s Secret Rin… · 11 Oct
  • BJBrent JohnsonOn hold on Board of Governors of the Federal Reserve System Expects the functions of the Fed and the Treasury to be merged in the years ahead. ▶ 23:14 Why Rubio Skipped Brussels: America’s Secret Rin… · 11 Oct
  • BJBrent JohnsonImproving on Iceland Expects Iceland to become increasingly important strategically, with closer US-Iceland defense cooperation and possible similar moves to Greenland. “We would not be surprised at all if we see similar things in Iceland, the Faroe Islands, northern Norway, northern Scotland.” ▶ 6:31 Why Rubio Skipped Brussels: America’s Secret Rin… · 11 Oct
  • BJBrent JohnsonStrongly bullish on dollar Expects the dollar index to return to much higher levels over the longer term, though a short-term pullback is possible. “But more of the longer term, I still think that we can go back to much higher levels on the dollar.” ▶ 4:59 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct
  • BJBrent JohnsonStrongly bullish on gold Expects gold to make a fairly big move higher in the next few weeks, though he would buy a lower low if wrong. “I actually think the gold's gonna make a fairly big move in the next few weeks. I think it probably goes higher” ▶ 7:47 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct
  • BJBrent JohnsonBullish on U.S. dollar Prefers owning U.S. dollars over Canadian dollars, expecting the dollar to strengthen against the loonie. “I would much rather own U.S. dollars than own Canadian dollars.” ▶ 31:35 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct
  • BJBrent JohnsonStrongly bullish on AI Expects AI to be a step-change positive for humanity over the long arc, though with short-term unemployment bumps. “I actually think it is going to be a step change function for the better of humanity. That's my base case.” ▶ 45:57 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct
  • BJBrent JohnsonImproving on China Sees China as an extremely formidable adversary whose cheap energy and AI progress make U.S. victory in the power competition far from assured. “I think China is an extremely formidable adversary. I do not think that it is just an automatic given that the United States wins” ▶ 39:31 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct
  • BJBrent JohnsonSharply improving on US Expects the U.S. to consolidate power and remain the dominant global power rather than decline, likening it to Republican Rome becoming the Empire. “I think that is the more likely scenario for the United States now than one where the United States falls” ▶ 34:19 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct
  • BJBrent JohnsonBearish on Canadian dollar Expects the Canadian dollar to weaken versus the U.S. dollar. “as the Canadian dollar weakens versus the dollar, you make money there” ▶ 31:35 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct

Their output

29 this week
Wed 7Sat 10 · 8Thu 15

Stories it travels in

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The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

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