The Contrarian Capitalist Podcast Santiago Capital’s Brent Johnson on Dollar Strength, Geopolitics, and What Breaks Next
Today’s episode features Santiago Capital founder Brent Johnson. Santiago Capital is a Registered Investment Advisor (RIA) regulated by both the U.S. Securities and Exchange Commission (SEC) and the National Futures Association (NFA), with its headquarters based in San Juan, Puerto Rico.
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NB - Recorded on Wednesday 4th February 2026 PM
This wide-ranging conversation covers:
* The current state of play in the world
* Recent gold and commodities volatility, and what this tells
* The emotional intelligence that is needed to differentiate between what we want to happen and what is actually happening
* DXY strength and what happens if it remains stronger for longer
* Kevin Warsh’s appointment and whether or not his plans will integrate with what President Trump and Secretary Bessent want?
* What is likely to break the markets first
* The importance of the mid-terms in 2026 and what that could mean for the outlook for the USA. Lame Duck president.
* THE rules-based order and how and why the Trump Administration are breaking them down
* US dollar stablecoins, a geopolitical weapon that the US can (and will) use
* And much more
Contact Information
You can connect with Brent Johnson/Santiago Capital at:
Substack at Santiago Capital
Or at the excellent Milkshakes Pod on YouTube or X
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DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.
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