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

This week on Y’all Street, Tarek and Evan sit down with Brent Johnson, founder of Santiago Capital and creator of the “milkshake theory.” They unpack a career that spans growing up with “small town roots, big-time dreams” in Nebraska, playing basketball, attending Thunderbird for a global-focused business education, and working on Wall Street at DLJ and Credit Suisse in private wealth management. Fresh off speaking at the TG Macro Conference in Nashville, Brent reflects on shifting from gold-focused investing to analyzing the U.S. dollar as the “best of all bad options,” the rise of the Eurodollar market, and the global pivot from profits to power. He shares lessons from navigating financial institutions, founding independent ventures, and developing his market thesis. Throughout the conversation, Brent outlines his outlook on global trends, U.S. economic resilience, and the evolving role of national security and digital currencies in shaping financial power.