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

June 26, 2026 – Zach and Chase are joined by Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory, for a wide-ranging conversation on the forces shaping the global economy. Brent explains why the U.S. dollar may remain stronger than many investors expect, how AI and capital spending are changing markets, and why today's macro environment demands patience more than prediction. If you want a deeper understanding of currencies, liquidity, and where the global economy could be headed next, this is an episode you won't want to miss.