Finance

We visit with seasoned traders, bullion bankers, and financial leaders to unpack the strategies, macro trends, and hard-earned lessons that define modern wealth creation. From surviving historic market rotations to building financial empires from the ground up, these interviews explore how to navigate complex markets and the personal stories and lessons built from professional experience.

Ep. 35: Steve Orr – Managing Director and CIO at Texas Capital

The “Texas Triangle” Shift: Steve Orr on Why Wall Street is Moving South

Why are massive financial institutions like Goldman Sachs and JPMorgan Chase flocking to Texas? This Y'all Street feature article explores the macroeconomic forces driving the rise of the "Texas Triangle," guided by insights from Texas Capital CIO Steve Orr. Learn how a combination of business-friendly policies, demographic shifts, and lower taxation is not only attracting 54 S&P 500 companies but also laying the groundwork for three new Texas-based stock exchanges.

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Ep. 33: Brent Johnson – Santiago Capital Founder & “Milkshake Theory” Creator

The “Milkshake” Reality: Why Brent Johnson Bets on the U.S. Dollar in a Deglobalized World

Why did the Dollar Milkshake Theory accurately predict the U.S. dollar's dominance despite global economic turmoil? This Y'all Street feature article explores Brent Johnson's macroeconomic philosophy as CEO of Santiago Capital. Learn how Johnson overcame his own biases to recognize the structural power of the Eurodollar market, why he believes stablecoins are the U.S. government's new financial weapon, and how investors can prepare for a deglobalized world focused on power rather than corporate profits.

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