Brent Johnson Milkshakes Pod, Released on 3/8/26

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.

Brent Johnson is the CEO of Santiago Capital and publisher of The Macro Alchemist. Brent brings twenty five years of experience in the financial markets to his position as CEO of Santiago Capital where he manages the portfolios of high net worth individuals and families via separate accounts and private funds. Brent worked more than nine years as a Managing Director at BakerAvenue, a $2 Billion Asset Manager and Wealth Management firm. Before joining BakerAvenue, Brent spent nine years at Credit Suisse in their private client group. He joined Credit Suisse in the fall of 2000. Earlier in his career, Brent was a financial auditor for Philip Morris Management Company in New York City.

  brent johnson, economy, iran, war