The Julia La Roche Show, Released on 4/1/26 Brent Johnson, founder and CEO of Santiago Capital and creator of the Dollar Milkshake Theory, joins The Julia La Roche Show in-studio for a wide-ranging conversation on why the world most investors grew up in is over. Johnson argues that power now matters more than economics — […]
Brent Johnson Milkshakes Pod, Released on 3/22/26 Iran sits on 12% of the world’s proven oil reserves and controls the Strait of Hormuz, the single most critical energy chokepoint on the planet. With the US and Israel now at war with Iran, many believe Tehran holds all the cards, pointing to its yuan-denominated oil sales […]
Brent Johnson Milkshakes Pod, Released on 3/15/26 Volatility is back. The VIX is rising, sentiment is shifting, and geopolitical events in the Middle East are front and center. We cut through the noise to give you a clear read on current market positioning and what history tells us about what comes next. Brent Johnson is […]
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 — […]
Adam Taggart | Thoughtful Money, Released on 2/24/26 Dollar Milkshake Theory developer Brent Johnson has released another report on stablecoins, emphasizing their tremendous potential to upend the global monetary system. He’s shouting loudly about this because he sees most of Wall Street vastly unprepared for what’s about to happen. It’s largely treating stablecoins as a […]
Eurodollar University, Released on Released on 1/22/26 The Japanese government bond market suffered a major meltdown this week that has shaken up a lot of people as they try to figure out what’s going on over there and how it might impact more than just government bonds as a class. One of the key factors […]
Geopolitics & Empire, Released on 1/17/26 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 […]
Brent Johnson Milkshakes Pod, Released on 11/16/25 “Our Currency, Your Problem”…a famous quote by then Secretary of the Treasury John Connelly and the title of a recent speech of mine at the New Orleans Investment Conference which is part of this weeks show. Brent Johnson is the CEO of Santiago Capital and publisher of The […]
