Geopolitics & Empire

Laurent Lequeu explores a global economy increasingly defined by geopolitical chaos and a transition toward stagflation. He argues that the primary threat to the American empire originates from internal political division rather than external adversaries. To hedge against the reckless behavior of authoritarian governments and the inevitable decline of fiat currencies, Lequeu advocates for the ownership of physical precious metals, which lack counterparty risk. The discussion also highlights a significant global shift as China and Russia consolidate their resource and manufacturing alliance, potentially moving the world’s financial epicenter from New York to Hong Kong by 2032. Investors should seek geographical diversification and tangible assets in anticipation of a fracturing Western order.

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Websites

The Macro Butler https://themacrobutler.com

Substack https://themacrobutler.substack.com

LinkedIn https://www.linkedin.com/in/laurent-lequeu-

X https://x.com/TheMacroButler

Telegram https://t.me/TheMacroButlerSubstack

About Laurent Lequeu

Laurent Lequeu is an independent financial consultant and writer of The Macro Butler, which aims to deliver concise yet comprehensive macroeconomic insights that impact global and regional markets, analyzing key indicators and trends to provide actionable and timely investment recommendations to all kind of investors.

*Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Serbian analyst Nikola Mikovic argues that the contemporary world remains firmly under Western dominance, refuting the popular narrative of an emerging multipolar global order. He posits that the United States and its European allies possess unmatched power, citing recent military actions in Venezuela and the lack of support for Iran as proof of Russian and Chinese weakness. Mikovic characterizes Russia and Iran as an “axis of impotence,” suggesting they are incapable of providing a true alternative to Western systems. The discussion also explores the global shift toward technocracy, noting that rapid digitalization and the elimination of cash are occurring across both East and West. Finally, the source warns of a potential large-scale war in Europe and predicts a “Great Game” in Central Asia where the West and China will ultimately displace Russian influence.

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About Nikola Mikovic

Nikola Mikovic is a freelance journalist, researcher and analyst based in Serbia. He covers mostly the foreign policies of Russia, Belarus and Ukraine, as well as energy-related issues. Nikola primarily focuses on Russia’s involvement in post-Soviet space, the Middle East, and the Balkans. He writes for several publications such as Byline Times, CGTN, Lowy Institute, Global Comment, and World Geostratregic Insights, among others.

*Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Brent Johnson of Santiago Capital discusses what he believes to be the decline of the U.S. republic and rise of the American Empire. He explains his “Dollar Milkshake Theory” and how essentially Washington is the cleanest shirt in the dirty laundry. Pax Americana will continue its rampage and what it is doing with stablecoins is going to even further its reach.

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Websites

Santiago Capital https://santiagocapital.com

Substack https://research.santiagocapital.com

YouTube https://www.youtube.com/@MilkshakesPod

X https://x.com/SantiagoAuFund

About Brent Johnson

Brent Johnson brings twenty-five years of experience in the financial markets to his position as CEO of Santiago Capital.

He enjoyed more than nine years as a Managing Director at BakerAvenue, a $2.5 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York.  During his time there he was the lead advisor for several of the firms largest clients.

Prior to joining BakerAvenue, Brent spent nine years at Credit Suisse in their private client group. He got his start as part of the training program at Donaldson, Lufkin & Jenrette (DLJ) in New York prior to moving to San Francisco. He joined Credit Suisse in the fall of 2000 when the bank purchased DLJ.

Earlier in his career, Brent was a financial auditor for Philip Morris Management Company in New York City where he performed audits at the company’s headquarters as well as subsidiaries in Germany, Hong Kong, and Richmond, Virginia.

In addition to his role at Santiago Capital, he is also a member of the Advisory Board for Monetary Metals, a platform that allows investors to earn a yield on gold, paid in gold, by leasing and lending to qualified precious metals businesses in the industry.

Brent regularly gives interviews and speaks at conferences regarding precious metals, currencies & macroeconomic trends. He is well known as the originator of the “Dollar Milkshake Theory” and his views have been quoted in numerous print, online and television outlets. He lives in San Juan, Puerto Rico with his wife Mary and son Moses.

*Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Nick Hudson discusses how COVID-19 was used to strip us of our civil liberties and move us toward socialism with technocratic surveillance characteristics. He opines on geopolitics (e.g. Venezuela, Iran) and its intersection with globalism. He believes centralization does not work and considers the unintended consequences of the current push for control. He suggests withholding our attention and money from these sinister systems.

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Substack https://nickhudson.substack.com

PANDA https://pandata.org

About Nick Hudson

Nick Hudson, PANDA’s Chairman, is an actuary with broad international experience in finance, who has settled into a career as a private equity investor.

He is a man of wide-ranging interests—an avid reader of canonical literature, a classical music aficionado, and an enthusiastic amateur ornithologist. He has been invited to speak on various topics including epistemology, corporate governance, investment management, and more recently, the pandemic.

*Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

This discussion features Terry Wolf exploring the geopolitical and prophetic implications of current world events, with a specific focus on Zionism and the conflict in Israel. Wolf argues that modern political movements often mirror biblical descriptions of Babylon, suggesting that global powers are currently manipulating religious narratives to consolidate control. The conversation expands to critique alternative media figures who may be inadvertently fueling extremism or participating in scripted societal collapses. By examining the intersection of technocracy and theology, the speakers warn of a coming “spiritual technocracy” that utilizes digital IDs and mass surveillance as tools for governance. Ultimately, Wolf advocates for a disentangled perspective, encouraging individuals to maintain moral clarity and spiritual resilience amidst engineered global instability.

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Websites

Wolfpox https://www.wolfpox.com

Substack https://winterchristian.substack.com

About Terry Wolfe

Terry Wolfe is the author of Maybe Everyone Is Wrong: Revelations, Conspiracy, and the Kingdom of Heaven. He is an independent researcher from Canada’s prairies, raised as a Mennonite to fear God and study the Word. His viral TikTok videos have been featured on dozens of major platforms and received millions of likes because they explain complex and intimidating topics in an enjoyable and simple way.

*Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)