Brent Johnson Milkshakes Pod | Investing • Finance

👉 On Substack? Visit - 👉 Get Access to our Research Subscription Service - (Save w/ promo code: FOUNDER) 👉 Shop Individual Macro Research Reports - 👉 Put Your Gold to Work - This week we discuss the idea that current global chaos — fracturing energy markets, severed supply chains, rising tensions — may be less accident and more strategy, with the US deliberately engineering short-term disruption in pursuit of long-term dominance. The argument is simple: yes, everyone gets hurt — including America. But the US is uniquely built to absorb the pain, and when the dust settles, it may emerge holding permanent energy leverage, a reshored manufacturing base, and the fuel needed to win the global AI race. All this and more on this week's episode of Milkshakes, Markets, and Madness. MMM episode….159 (March 8, 2026)