Santiago Capital’s Brent Johnson on Dollar Strength, Geopolitics, and What Breaks Next

The Contrarian Capitalist Podcast · Feb 5, 2026 · 49m

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…