Brent Johnson

Founder and CEO of Santiago Capital and author of the "Dollar Milkshake Theory" — the contrarian thesis that, even amid global money printing, the US dollar strengthens as international liquidity gets pulled into US assets. A frequent macro voice on the dollar, gold, and global liquidity.

US DollarGeopoliticsStablecoinsLiquidityUS Equities

43appearances

272calls

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NJ Spotlight News September 4, 2026

TRUMP TURNS DOLLARS INTO WEAPONS WITH IRAN SANCTIONS - w/ Brent Johnson

Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For Bonds

The Dollar Milkshake Theory with Brent Johnson of Santiago Capital

Brent Johnson: You Don't Need a Dollar Collapse for Gold to Explode

SpaceX Shares Plunge 13% As Elon Musk’s Fortune Sheds $80B—Here’s What Analysts Are Saying

Exploring free trade and tariffs

The Grant Williams Podcast Ep. 128 - Brent Johnson

The Dollar Reset Just Started…And It Could Break Everything w/Brent Johnson

Brent Johnson on the Future of the U.S. Dollar

Why Bitcoin Needs The Dollar To Die – Brent Johnson

MacroVoices #537 Brent Johnson: There’s No Turning Back

Ep. 141: Shaking Up Brent Johnson's Commentary on the Triffin Dilemma

6-11-26 Why the Dollar Still Rules - Brent Johnson Interview

IRAN WAR MAKES THE US DOLLAR STRONGER, NOT WEAKER – w/ Brent Johnson

DEBATE: Does The Entire World Face A "Bronze Age Type" Collapse? | Brent Johnson vs Craig Tindale

Episode #250 - Brent Johnson and the New Dollar Story

Status of Alternatives - A Live Recording from Uncorrelated Puerto Rico

What Does The Post-War Future Of The US Dollar Look Like? | Brent Johnson

DEBATE | Marc Faber vs Brent Johnson: What Comes Next After The Iran War?

#355 Brent Johnson: The Old World Is Over, America Is Entering Its Empire Phase, and the Dollar Wins

Brent Johnson: Stablecoins Could Replace the Fed

RISE of the American Empire with Brent Johnson

Stablecoins are a stealth weapon of empire (Brent Johnson)

Ep. 33: Brent Johnson – Santiago Capital Founder &amp; “Milkshake Theory” Creator

Trump's Secret Plan for a US Economic Renaissance | Brent Johnson

The Most Important Monetary Development Since The End Of The Gold Standard? | Brent Johnson

You Won’t Believe What Just Happened in Japan

Brent Johnson: Decline of the Republic, Rise of the Empire

Brent Johnson #1287

How the Stablecoin Milkshake will Redollarize the World | Brent Johnson

12-23-25 Dollar Power, AI, and the New Financial Order - The Brent Johnson Inerview

Brent Johnson on Why National Security Will Override Free Market Resource Economics

Episode #239 - Brent Johnson and Honestly Assessing the State of the Great Game

The Future Of Money Panel | Peter Schiff, Brent Johnson, Lawrence Lepard &amp; Russ Gray

Stablecoin Revolution To Make The Dollar More Dominant Than Ever? | Brent Johnson

MacroVoices #504 Brent Johnson: The Genius of Stablecoin’s

Trump, Debt &amp; The Dollar with Brent Johnson

Interest Rates, Inflation and Tariffs: A Deep Dive into the US Economy with Brent Johnson

Episode #227 -- Brent Johnson and Who's Writing the New Rules Based Order

Expect A Market Correction By September | Brent Johnson

PREVIEW: Brokenomics | Dollar Milkshake Theory with Brent Johnson

A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson

Ep. 33: Brent Johnson – Santiago Capital Founder & “Milkshake Theory” Creator

The Future Of Money Panel | Peter Schiff, Brent Johnson, Lawrence Lepard & Russ Gray

Trump, Debt & The Dollar with Brent Johnson