Macro Voices, Released on 6/18/26 MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. 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 […]
Mario Nawfal – X, Released on 6/6/26 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 […]
Adam Taggart | Thoughtful Money, Released on 5/31/26 Brent Johnson, developer of the Dollar Milkshake Theory, squares off against Craig Tindale to debate whether America, China, and the rest of the world are teetering into collapse as the current global system breaks down. Brent Johnson is the CEO of Santiago Capital and publisher of The […]
Brent Johnson Milkshakes Pod, Released on 5/3/26 When markets seized up in 2008, when COVID froze global trade in 2020, and when Argentina’s peso collapsed in 2025, the same quiet mechanism quietly saved the day: A U.S. Dollar Swap Line. Most people have never heard of it. That is by design. In this episode, we […]
Adam Taggart | Thoughtful Money, Released on 4/30/26 Brent Johnson, creator of the Dollar Milkshake Theory, shares his outlook for the US dollar and takes live audience Q&A 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 […]
Brent Johnson Milkshakes Pod, Released on 4/12/26 What do you do when the guns stop but the food crisis is just beginning? Energy is up 40% since the Strait of Hormuz closed on February 28 but grain prices have barely moved. That disconnect is the trade. Farmers across the US and Asia are planting their […]
Adam Taggart | Thoughtful Money, Released on 4/9/26 As the US/Israeli war vs Iran continues to unfold, what will its legacy be for the US dollar specifically, and American hegemony in general? Is this the beginning of a reset toward stability, another leg up in markets, and lower inflation -or- are the early stages of […]
Brent Johnson Milkshakes Pod, Released on 4/5/26 The ships that last safely transited the Strait of Hormuz before its closure on March 4, 2026 are arriving at their destinations this weekend. This presentation, built from JP Morgan, EIA, IEA, and UN data, walks through exactly what that means — what’s on those ships, who depends […]
