Benny (Capital Misallocation) & The Squirrel were joined live by Brent Johnson of Santiago Capital. The broadcast was recorded at 7pm EST on Thursday 18th December.
We went way beyond Brent's "US dollar Milkshake Theory", exploring the impact of ‘GENIUS Act’ Stablecoins on FX and Treasury markets and the Department of War's new "Office of Strategic Capital". Do not miss it!
Benny & The Squirrel will be back on Sunday night for the last live show of the year “It’s a ¡No Mas! Situation!”
In this weekend’s note I am going to cover a new stablecoin-related idea and review the FX hedges across the 🐿️ portfolios.