Coffee and a Mike Brent Johnson #1287
9 snips
Jan 9, 2026 
Brent Johnson, the CEO of Santiago Capital and host of Milkshakes Pod, shares intriguing insights on macroeconomics and geopolitics. He recounts his travel challenges in Colombia amid the Venezuelan crisis, revealing how it represents a geopolitical red line. Brent discusses the petrodollar's importance, predicting that de-dollarization will be a slow and chaotic process. He emphasizes the need for emotional objectivity in investment decisions and outlines his portfolio strategy focused on gold and cash, preparing listeners for future market volatility.
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Stranded After Venezuela Airspace Shutdown
- Brent Johnson got delayed returning from Colombia because flights skirted Venezuela after major events there.
- Many travelers in Puerto Rico and the Caribbean were stranded for days due to airspace shutdowns and cancellations.
Medellín's Dramatic Transformation
- Brent Johnson visited Medellín three times in three years and was surprised by its transformation.
- He found it safe, developed, affordable, and a growing hub for digital nomads and creatives.
From Anger To Ruthless Objectivity
- Brent Johnson shifted from angry activism after the financial crisis to unemotional, objective analysis.
- He enforces objectivity by deliberately arguing the opposing side and checking emotional reactions.