Brent Johnson of  “Dollar Milkshake” fame and CEO of Santiago Capital joins me for a talk about the past, present, and future of the so-called Rules Based Order and how that intersects with our worldviews on markets and potential investments.

Brent describes his education and training in the post-WWII institutional framework and his evolution into the realist approach he takes to these subjects today.

Show Notes:
Brent on X
Santiago Capital

Tom on X
GGnG on Patreon

Previous Shows

Podcast Episode #226 — Alex Krainer and Navigating Out of the Tyranny of Safety
Podcast Episode #225 — Caitlin Long and Mapping Out the Post-Powell Fed
Podcast Episode #224 – Martin Armstrong and Can Trump Avoid the War That’s Coming
Podcast Episode #223 – Vince Lanci and What Lies Beneath Stablecoins
Podcast Episode #222 — Dexter White and These Aren’t the Witches You’re Looking for

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