Soar Financially, Released on 4/15/25

In this episode of Soar Financially, Brent Johnson, CEO of Santiago Capital and the mind behind the “Dollar Milkshake” theory, returns to unpack the escalating global financial war. From capital controls to Fortress America, Brent reveals why the dollar will rise, why Europe is in trouble, and what comes next for gold, bonds, and global trade. We dive deep into the EU’s €1 trillion gamble, Trump’s real strategy, the future of swap lines, and why capital is fleeing both directions.

00:00 – “The world still needs dollars.”
01:00 – What is the Dollar Milkshake theory?
04:00 – Sovereign debt crisis is still coming
06:00 – Why Trump’s volatility is intentional
09:00 – America’s strategic pivot explained
12:00 – Fortress America and global realignment
17:00 – Why the USD fell, and what’s next
20:00 – Tariffs, Vietnam, and U.S. leverage
26:00 – Capital flows and global fragmentation
32:00 – EU’s €1T gamble: Temporary or trend?
36:00 – What if swap lines don’t reopen?
40:00 – BRICS currency myth + gold’s rise
44:00 – Are bonds dead? What to hold now
47:00 – Final thoughts: gold, USD, safe havens

Brent Johnson is the CEO of Santiago Capital. 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, dollar, europe, gold