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MacroVoices #537 Brent Johnson: There’s No Turning Back, Sonic AI
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MacroVoices #537 Brent Johnson: There’s No Turning Back
Macro Voices
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•
Jun 18, 2026
•
1:28:16
Interview
MacroVoices #537 Brent Johnson: There’s No Turning Back
From
MacroVoices
Eric Townsend
(Host)
•
Patrick Ceresna
(Host)
•
Brent Johnson
(Founder, Santiago Capital)
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Executive Summary
A Memorandum of Understanding (MOU) to pause the US-Iran conflict triggered a significant market reaction, with crude oil prices collapsing nearly 20% and the S&P 500 rallying over 2%.
The peace deal is considered highly fragile, with significant discrepancies between US and Iranian interpretations, unresolved issues regarding uranium enrichment, and public disagreement from Israel, suggesting a high risk of future re-escalation.
The long-term macro outlook is defined by a structural shift towards deglobalization, rising nationalism, and the US transitioning from a republic to an empire to maintain its global hegemony.
Key investment opportunities are identified in national defense (driven by global re-armament), food/agriculture (due to potential supply chain-induced crises), and US dollar stablecoins, which are seen as reinforcing dollar dominance rather than undermining it.
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Geopolitical De-escalation & Market Volatility
The Fragility of Peace
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