110. The U.S. empire is on borrowed time, but who will claim the throne and is gold their secret weapon?
Apr 14, 2024
NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release. END OF AN EMPIRE
Is the sudden rise in the price of gold a sign of the endgame, or just further proof the U.S. still controls the “one ring” that rules them all.
The end of the U.S. empire is inevitable, but seizing the throne can take longer and require more pain than most realize.
Join Brent Johnson and Jon Kutsmeda as they discuss gold, war, and whether the reign of U.S. hegemony is finally about to end.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/6Y3VBdWo0MQ ————————————– FULL-LENGTH EPISODE 72 (April 14, 2024) ————————————– The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
———————- CHAPTERS Season 02, Episode 14 ———————- 00:00 – Intros
01:19 – The End of Dollar Hegemony
10:40 – Accepting the Reality of the Situation
27:38 – Transacting vs Pricing in Different Currencies
36:20 – Challenging the Dominance of the US Dollar
44:59 – The Complexities and Challenges of Changing the Global Financial Order
53:00 – Gold as an Insurance Policy and Understanding Real-World Consequences
1:07:13 – Closing Remarks
1:08:14 – Outro / Disclaimer
——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda share videos with the goal to help simplify complex economic ideas and to bring some much needed perspective to the madness of financial markets, without the hype or drama.
If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, Madness.
For anyone who is unfamiliar with our hosts, or new to the Dollar Milkshake Theory, please visit the About Us section of this website for additional links that help explain it all.
—————————— JOIN THE MADNESS —————————— Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here: https://www.youtube.com/@MilkshakesPod/about Until then, don’t be bashful, connect with us…
—————————— CONNECT WITH US —————————— To make sure you always get your weekly dose of Market and Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page.
105. The next financial crisis is unfolding and The Fed is trapped
Mar 10, 2024
NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release. THE FED IS TRAPPED
Brent got stuck recording this episode without air conditioning, but he isn’t the only one feeling the heat.
The Fed desperately wants to cut rates to save the banking system from collapse, but they are stuck between a rock (politics) and a hard place (record high asset prices).
The equity markets aren’t the only ones who can see the Fed sweating. Bitcoin and the YOLO crowd are also raising the temperature as crypto prices have surged without a rate cut in sight.
Is this just irrational exuberance and the sign of a top, or has the market correctly called the Fed’s bluff?
Can risk assets continue to melt-up as the banks melt down?
Find out with Brent Johnson and Jon Kutsmeda in the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/cjDgWT8BC5c ————————————– FULL-LENGTH EPISODE 67 (March 10, 2024) ————————————– The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
———————- CHAPTERS Season 02, Episode 09 ———————- 00:00 – Intros
00:24 – Irrational Exuberance in Markets
03:50 – The Need for a Market Pullback
07:22 – Central Bankers and Market Sentiment
10:15 – Market Expectations and Fed’s Rate Cuts
13:31 – Potential Problems in Commercial Real Estate and Banking
16:21 – Political Division and Social Factors
20:37 – Gold, Miners, and Liquidity
22:37 – Revisions in Non-Farm Payrolls and Market Sentiment
25:30 – Bitcoin and Liquidity
30:41 – US Dollar as a Safe Haven
33:54 – Portfolio Allocation and Certainty
40:07 – Bitcoin and Portfolio Allocation
44:19 – US Dollar as a Safe Haven
45:09 – Salutation
45:31 – Outro / Disclaimer
——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda share videos with the goal to help simplify complex economic ideas and to bring some much needed perspective to the madness of financial markets, without the hype or drama.
If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, Madness.
For anyone who is unfamiliar with our hosts, or new to the Dollar Milkshake Theory, please visit the About Us section of this website for additional links that help explain it all.
—————————— JOIN THE MADNESS —————————— Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here: https://www.youtube.com/@MilkshakesPod/about Until then, don’t be bashful, connect with us…
—————————— CONNECT WITH US —————————— To make sure you always get your weekly dose of Market and Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page.
98. Stocks hit a new all-time high, but hidden risks threaten to wipe out investors in 2024
Jan 21, 2024
WALL ST BOOM AND DOOM
Can the Magnificent 7 carry the torch for a 2nd year in a row, or are they already priced for perfection?
The stock market is a graveyard of heroes who misunderstood the risks ahead of them, and as the Fed tries talking back rate cut expectations it appears the herd is running full speed to their slaughter.
Brent Johnson and Jon Kutsmeda discuss the pitfalls of being a dare devil in financial markets on the latest episode of Milkshakes Markets Madness.
https://youtu.be/6nZse23FrGo ————————————– FULL-LENGTH EPISODE 60 (January 21, 2024) ————————————– The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
———————- CHAPTERS Season 02, Episode 02 ———————- 00:00 – Episode overview
00:28 – “Trading Places” intro
00:34 – Being misunderstood
05:02 – Tail wagging the dog
07:04 – Confusing cause and effect
10:38 – Led to the slaughter
14:30 – Dead heroes
16:52 – Certainty arbitrage
20:39 – Mag 7 and resetting expectations
25:44 – Fed scorecard
33:24 – USA vs. The World
36:12 – Getting dumped by the dollar
38:42 – Wrap-up
39:19 – “Hero” outro
39:26 – Disclaimer
——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda share videos with the goal to help simplify complex economic ideas and to bring some much needed perspective to the madness of financial markets, without the hype or drama.
If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, Madness.
For anyone who is unfamiliar with our hosts, or new to the Dollar Milkshake Theory, please visit the About Us section of this website for additional links that help explain it all.
—————————— JOIN THE MADNESS —————————— Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here: https://www.youtube.com/@MilkshakesPod/about Until then, don’t be bashful, connect with us…
—————————— CONNECT WITH US —————————— To make sure you always get your weekly dose of Market and Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page.
97. Markets are pricing in multiple rate cuts, so is it time to go all-in or does the bull run end here?
Jan 14, 2024
GOING ALL IN
Brent Johnson and Jon Kutsmeda are back for Season 2 of Milkshakes Markets Madness.
It’s only the middle of January, but with two important weeks of economic data behind us markets are already showing their cards.
With multiple Fed rate cuts priced in for 2024, investors are trying to call Powell’s bluff by going all-in with the expectation of a repeat of last year’s bull run.
But before you get too excited, make sure you have your head in the right state of mind, and the Milkshakes Duo are here to help you do just that.
This and more on the latest Milkshakes Markets Madness Show.
https://youtu.be/9qfT2_3W5M4 ————————————– FULL-LENGTH EPISODE 59 (January 14, 2024) ————————————– The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
———————- GO ALL IN Season 02, Episode 01 ———————- 00:00 – Episode overview
00:36 – “Casino Royale” intro
00:41 – Welcome to Season 2
01:29 – Back, back, to Cali, Cali Crocs of the Courts: https://youtu.be/3wif7eDhjyA 03:15 – Last week’s employment data (NFP)
05:56 – Priced for perfection
10:12 – Nothing is certain
14:07 – Prepare for volatility
16:01 – Going all-in
18:02 – Managing the voices (and expectations)
24:25 – Client conversation (example)
26:08 – The “NEW” Magnificent 7
31:45 – Powell and polar opposites Dollar Milkshake Theory: https://youtu.be/da6hMy5sp1M Start Here: https://www.youtube.com/playlist?list=PL50tTdQmc6C5lwtgVOGVVeLoPaX6GBmDm 35:25 – Debt Crisis and Gold
39:03 – Bitcoin ETF
41:24 – Wrap-up Milkshakes Pod Store: https://store.milkshakespod.com/ 42:45 – Brent’s final thoughts
44:12 – “Magnificent Seven” outro
44:19 – Disclaimer
——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda share videos with the goal to help simplify complex economic ideas and to bring some much needed perspective to the madness of financial markets, without the hype or drama.
If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, Madness.
For anyone who is unfamiliar with our hosts, or new to the Dollar Milkshake Theory, please visit the About Us section of this website for additional links that help explain it all.
—————————— JOIN THE MADNESS —————————— Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here: https://www.youtube.com/@MilkshakesPod/about Until then, don’t be bashful, connect with us…
—————————— CONNECT WITH US —————————— To make sure you always get your weekly dose of Market and Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page.
96. Powell sent markets into a pivot party frenzy but a holiday hangover awaits investors in 2024
Dec 17, 2023
Welcome to Milkshakes, Markets, Madness.
Additional content, including a Monday “Peek at the Week”, Flash Market Updates, and the “Madness Edition” series, are all available exclusively on the YouTube Channel.
If you are new to the show please read the LEARN MORE section which follows the show description and chapter timestamps further below.
On our website there is an embedded video above and an audio player at the bottom of the page
POWELL PIVOT PARTY
Brent Johnson and Jon Kutsmeda said they were done recording in 2023, but it turns out they couldn’t resist joining the Powell Pivot Party.
Hang with the Milkshakes Duo for one more round of Madness as they throw back a shot, no chaser, of some holiday market cheer.
Markets are certainly feeling fiesty, but if you’re feeling festive, then go grab yourself a holiday treat from the NEW Milkshakes Store.
Enjoy this final FINAL episode of 2023 and we look forward to seeing you all next year for Season 2 of the Milkshakes Markets Madness Show.
https://youtu.be/SM1DZV3oXcM ————————————– FULL-LENGTH EPISODE 58 (December 17, 2023) ————————————– The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
———————- POWELL PIVOT PARTY Season 01, Episode 91 ———————- 00:00 – “Powell Party” intro
00:05 – Milkshakes Pod Store http://store.milkshakespod.com/ 01:34 – Powell pivot surprise The Great Reset: https://youtu.be/rUeWayhzhkY 06:00 – Swinging Powell pendulum
09:08 – Buying cheap portfolio insurance Hell is Coming: https://youtu.be/XaLWESLvdQU 11:47 – Waiting for the sell-off
15:29 – Recapping Brent’s rant Burn it Down: https://youtu.be/chyAgJjNdEY Dollar Event Horizon: https://youtu.be/X39yT9O0EFI 17:30 – Writings on the wall
21:32 – Fed glide path
24:15 – Big moves in markets
26:33 – Evel Knievel and exit liquity
32:18 – Wrap-up Milkshakes Pod Store: http://store.milkshakespod.com/ 33:43 – Brent’s final thoughts
34:25 – “Prince 1999” outro
34:31 – Disclaimer
——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda invite you to share a laugh at their favorite Twitter tantrums, and the madness of financial markets.
If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, & Madness to enjoy the lighter side and off-topic discussions that include sports, politics, memes, travel, and whatever fun they find during the week.
For anyone who is unfamiliar with our hosts, or new to the Dollar Milkshake Theory, please visit the About Us section of this website for additional links that help explain it all.
—————————— JOIN THE MADNESS —————————— Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here: https://www.youtube.com/@MilkshakesPod/about Until then, don’t be bashful, share with us any madness you come across during the week.
—————————— CONNECT WITH US —————————— To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page.
95. It was a year for the bulls and it allowed The Fed to pull-off a Great Reset right under your nose
Dec 10, 2023
Welcome to Milkshakes, Markets, Madness.
Additional content, including a Monday “Peek at the Week”, Flash Market Updates, and the “Madness Edition” series, are all available exclusively on the YouTube Channel.
If you are new to the show please read the LEARN MORE section which follows the show description and chapter timestamps further below.
On our website there is an embedded video above and an audio player at the bottom of the page
THE GREAT RESET
In the final full-length episode of 2023, Brent Johnson and Jon Kutsmeda reveal a hidden truth about the last two years that will shock most, especially the bears.
After-all, it wasn’t their year.
However, give credit where credit is due, and to the bulls we tip our hat, or … are we speaking to soon?
Yes, the year is close to over, but there is potential for some late fireworks next week when The Fed makes their final rate decision of the year.
It just seems unlikely they would do anything to surprise markets, especially after successfully completing a “Great Reset”.
This and more on the latest Milkshakes Markets Madness Show.
https://youtu.be/rUeWayhzhkY ————————————– FULL-LENGTH EPISODE 57 (December 10, 2023) ————————————– The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
———————- THE GREAT RESET Season 01, Episode 90 ———————- 00:00 – “Deja Vu” intro
00:11 – Final episode of 2023
00:59 – Hats off to the bulls
01:53 – Two year deja vu
04:54 – Praise for Powell
10:35 – Positioning for 2024
17:38 – Oil and the SPR Drained Bone Dry: https://youtu.be/_F6Fq2kWs14 22:18 – The problem with Gold Bugs
26:09 – Central banker shoes Free Market Vigilante: https://youtu.be/9HSRaEZ8nfQ 31:53 – Next week’s Fed decision
34:19 – Shout-outs
35:30 – Brent’s final thoughts
36:37 – Wrap-up
37:48 – “What Goes Around” outro
37:54 – Disclaimer
——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda invite you to share a laugh at their favorite Twitter tantrums, and the madness of financial markets.
If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, & Madness to enjoy the lighter side and off-topic discussions that include sports, politics, memes, travel, and whatever fun they find during the week.
For anyone who is unfamiliar with our hosts, or new to the Dollar Milkshake Theory, please visit the About Us section of this website for additional links that help explain it all.
—————————— JOIN THE MADNESS —————————— Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here: https://www.youtube.com/@MilkshakesPod/about Until then, don’t be bashful, share with us any madness you come across during the week.
—————————— CONNECT WITH US —————————— To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page.
94. Fed rate cut expectations soar along with asset prices, but winter is coming…
Dec 03, 2023
Welcome back to Milkshakes, Markets, Madness.
Additional content, including a Monday “Peek at the Week”, Flash Market Updates, and the “Madness Edition” series, are all available exclusively on the YouTube Channel.
If you are new to the show please read the LEARN MORE section which follows the show description and chapter timestamps further below.
On our website there is an embedded video above and an audio player at the bottom of the page
WINTER IS COMING
If one week was chosen to define the year, this past week would be a leading candidate.
In fact, the entire month probably deserves our vote.
November may have felt like the crescendo but we still must await the coda, and as the holiday season approaches recent market “misbehavior” will likely put investors on the naughty list.
Stocks, bonds, and everything but the dollar soared higher this week on barely a “ho ho ho” from Santa Powell.
Tis’ the season to be merry and the bulls have plenty to be thankful for this year, but the bears can feel it in their bones … winter is coming.
This and more on the latest Milkshakes Markets Madness Show.
https://youtu.be/56qikL21gSA ————————————– FULL-LENGTH EPISODE 56 (December 03, 2023) ————————————– The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
———————- WINTER IS COMING Season 01, Episode 89 ———————- 00:00 – “Winter is Coming” intro
00:11 – About the show
00:48 – Biggest month of the year
04:31 – Right direction, wrong magnitude
06:51 – Volatility is coming
07:39 – Cope and FOMO
10:37 – March rate cut rationale
13:27 – Not-so-perma bear
15:29 – Pain is coming
20:18 – Be prepared Bond Market Bloodbath: https://youtu.be/zh00yVIvlcU 26:30 – Gold and sentiment
31:48 – Brent is short the U.S. dollar, but…
36:29 – Winter is coming, be prepared
39:20 – The week ahead
40:43 – Brent’s final thoughts (“If”)
41:49 – Wrap-up
43:00 – “Winter Wonderland” outro
43:07 – Disclaimer
——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda invite you to share a laugh at their favorite Twitter tantrums, and the madness of financial markets.
If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, & Madness to enjoy the lighter side and off-topic discussions that include sports, politics, memes, travel, and whatever fun they find during the week.
For anyone who is unfamiliar with our hosts, or new to the Dollar Milkshake Theory, please visit the About Us section of this website for additional links that help explain it all.
—————————— JOIN THE MADNESS —————————— Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here: https://www.youtube.com/@MilkshakesPod/about Until then, don’t be bashful, share with us any madness you come across during the week.
—————————— CONNECT WITH US —————————— To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page.
93. Newly elected President Javier Milei wants to end socialism and save Argentina from hyperinflation
Nov 24, 2023
Welcome back to Milkshakes, Markets, Madness.
Additional content, including a Monday “Peek at the Week”, Flash Market Updates, and fringe topic discussions on the “Madness Edition” series, are all available exclusively on the YouTube Channel.
If you are new to the show please read the LEARN MORE section which follows the show description and chapter timestamps further below.
On our website there is an embedded video above and an audio player at the bottom of the page
THE END OF SOCIALISM
In a shocking vote for change the people of Argentina have elected the political outsider, Javier Milei, as their next President.
Milei, with his coup sauvage hair, sideburn chops, and chainsaw wielding antics, has promised to slash government spending, dismantle the central bank, and end socialism in a country mired by decades of economic folly.
Mainstream media, loyal to their institutional masters, have done their best to paint Milei as a buffoon, even in the face of his convincing victory.
To get the real story, and a “boots-on-the-ground” perspective of life in Argentina, Brent Johnson and Jon Kutsmeda are joined by a special guest, the Bow Tied Mara.
President Milei won the hearts of the voters, but can he now win the cooperation of his political adversaries still in government?
Even if his foes become friends, the country will still need to feel more pain before meaningful change can happen.
Unfortunately, with inflation in the triple-digits, Milei will be in a race against the clock as patience is in short supply along with U.S. Dollars.
Can he restore the once great Argentina to its previous glory?
Find out from Brent, Jon, and the Bow Tied Mara, in a special “Black Friday” release of the Milkshakes Markets Madness Show.
https://youtu.be/BJKBHq6sGPs ————————————– FULL-LENGTH EPISODE 55 (November 24, 2023) ————————————– The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
———————- THE END OF SOCIALISM Season 01, Episode 88 ———————- 00:00 – “Milei Afuera” intro
00:10 – Big News in Argentina
01:28 – Social Media benefits
03:36 – “Who is” the Bow Tied Mara
05:40 – “What is” a Bow Tied Mara
07:07 – The current mood in Argentina
11:35 – History of Peronism
15:05 – Navigating runaway inflation
22:15 – Dollars trusted more than Gold
25:44 – The Battleground Milei Starter Pack: https://www.bowtiedmara.io/p/the-milei-starter-pack? 37:07 – The hard road ahead for Milei Divided We Fall: https://youtu.be/yWBzD3Y_3nU 43:17 – Unifying exchange rates
45:54 – Time to invest in Argentina?
52:06 – Managing social tensions (Harding’s forgotten depression)
01:01:06 – The end of socialism
01:05:30 – Wrap-up
01:07:30 – “Milei L3ftard$” outro
01:07:40 – Disclaimer
——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda invite you to share a laugh at their favorite Twitter tantrums, and the madness of financial markets.
If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, & Madness to enjoy the lighter side and off-topic discussions that include sports, politics, memes, travel, and whatever fun they find during the week.
For anyone who is unfamiliar with our hosts, or new to the Dollar Milkshake Theory, please visit the About Us section of this website for additional links that help explain it all.
—————————— JOIN THE MADNESS —————————— Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here: https://www.youtube.com/@MilkshakesPod/about Until then, don’t be bashful, share with us any madness you come across during the week.
—————————— CONNECT WITH OUR GUEST —————————— You can follow the Bow Tied Mara on Twitter at @BowTiedMara For articles and insights on all things Argentina visit BowTiedMara.io For questions about investing in Argentina and other business related inquiries visit BowTiedMara.com —————————— CONNECT WITH US —————————— To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page.
91. Things are heating up as investors ignite a red-hot rally despite signs that everything is NOT fine
Nov 19, 2023
Welcome back to Milkshakes, Markets, Madness.
Additional weekly content, including a Monday “Peek at the Week”, Flash Market Updates, and fringe topic discussions on the “Madness Edition” series, are all available exclusively on the YouTube Channel.
If you are new to the show please read the LEARN MORE section which follows the show description and chapter timestamps further below.
On our website there is an embedded video above and an audio player at the bottom of the page
THIS IS “NOT” FINE
The first big move up for stock and bond markets came two weeks ago after The Fed kept their benchmark rate unchanged for the 2nd consecutive month.
They rallied again after the NFP employment report missed expectations.
Investors, feeling like they have the hot hand, doubled-down this week after CPI inflation data also missed expectations, but ever-so-slightly.
The trend is your friend until it is not, and when sentiment gets this extreme it’s a good idea to be cautious, otherwise you might get burned.
It’s also a good idea, no matter what is going on around you, to stick to a framework.
In this full-length episode Brent Johnson and Jon Kutsmeda extinguish misconceptions about the Dollar Milkshake Theory and discuss how the framework helps Brent make money even when he is wrong.
They also offer a warning to investors who are staying late at the party. Nothing lasts forever, not even November rain.
This and more on the latest Milkshakes Markets Madness Show.
https://youtu.be/bKGFcPULnpk ————————————– FULL-LENGTH EPISODE 54 (November 19, 2023) ————————————– The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
———————- THIS IS “NOT” FINE Season 01, Episode 86 ———————- 00:00 – “Dictator” intro
00:07 – How to navigate our channel
00:38 – Hot start, no follow through Rate Cut Ramp Up: https://youtu.be/QlJjJsAawa0 03:02 – Dollar doom loop
06:13 – Up and to the right
09:46 – Always be prepared Dollar Milkshake Theory: https://youtu.be/da6hMy5sp1M 17:31 – Everything is (not) fine
20:26 – Most important variable Start Here Playlist: https://www.youtube.com/playlist?list=PL50tTdQmc6C5lwtgVOGVVeLoPaX6GBmDm 24:12 – Dollar deep dive “seminar”
27:08 – Put-call ratio
29:03 – Other sector thoughts … Oil
34:15 – Bitcoin short trade
36:31 – Bonds and banks teaser
37:35 – The “Dictator”
43:36 – Wrap-up / Monday Peek
45:33 – “November Rain” outro
45:40 – Disclaimer
——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda invite you to share a laugh at their favorite Twitter tantrums, and the madness of financial markets.
If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, & Madness to enjoy the lighter side and off-topic discussions that include sports, politics, memes, travel, and whatever fun they find during the week.
For anyone who is unfamiliar with our hosts, or new to the Dollar Milkshake Theory, please visit the About Us section of this website for additional links that help explain it all.
—————————— JOIN THE MADNESS —————————— Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here: https://www.youtube.com/@MilkshakesPod/about Until then, don’t be bashful, share with us any madness you come across during the week.
—————————— CONNECT WITH US —————————— To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
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89. The world stares down a sovereign debt crisis as the U.S. safe haven is questioned
Nov 12, 2023
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, Flash Market Updates, and a chat on the …
88. Bad news is good news as tone deaf investors bet on rate cuts contrary to The Fed’s loud warnings
Nov 05, 2023
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” …
81. Dive into a world on the brink, chart crimes unsolved, and yield curve recessions
Oct 22, 2023
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” …
79. The reasons to own GOLD and if it can continue to shine as war risks intensify
Oct 15, 2023
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” …
77. War fears escalate as investors brace for impact from risks never seen before
Oct 08, 2023
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” …
75. The Fed is using the ultimate weapon to secretly punish U.S. enemies
Oct 01, 2023
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” …
61. Take a trip down an old country road in search of enlightenment and a missing fighter jet
Sep 26, 2023
Welcome back to Milkshakes, Markets, Madness. This is our “Madness Edition” episode, which is part of the additional weekly content usually available exclusively on …
59. Investors brace for impact as the Fed pause promises more pain ahead
Sep 24, 2023
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57. Buried beneath the ashes of their lies the government hides the truth
Sep 19, 2023
Welcome back to Milkshakes, Markets, Madness. This is our “Madness Edition” episode, which is part of the additional weekly content usually available exclusively on …
56. Dangerously low U.S. emergency oil supplies could reignite inflation as Fed ponders a pause
Sep 17, 2023
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” …
54. The largest bubble in history is about to pop and the U.S. holds the pin
Sep 10, 2023
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53. Conspiracy theorists, Crackheads, and children of the corn collide
Sep 09, 2023
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50. A financial storm awaits as we enter the season of volatility
Sep 03, 2023
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49. They are coming for you, so lace up your crocs if you hope to escape
Sep 01, 2023
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48. The Fed is ready to pounce as investors speed recklessly into their trap
Aug 31, 2023
Welcome back to Milkshakes, Markets, Madness. This is our “Midweek Update” which is part of the additional weekly content usually available exclusively on YouTube. …
46. Few are prepared for the end of the dollar and the pain that follows
Aug 27, 2023
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45. Clowns to the left, jokers to the right, stuck in the middle with you
Aug 26, 2023
Welcome back to Milkshakes, Markets, Madness. This is our “Madness Edition” episode, which is part of the additional weekly content usually available exclusively on …
43. The fuse has been lit and a global market collapse is coming
Aug 20, 2023
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42. Anger and frustration intensify as a new Civil War emerges in the U.S.A.
Aug 18, 2023
Welcome back to Milkshakes, Markets, Madness. This is our “Madness Edition” episode, which is part of the additional weekly content usually available exclusively on …
41. Prepare to beg for mercy from the talons of The Fed
Aug 17, 2023
Welcome back to Milkshakes, Markets, Madness. This is our “Midweek Update” which is part of the additional weekly content usually available exclusively on YouTube. …
40. Banks are in big trouble and denial could trigger the next major crash
Aug 13, 2023
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39. Debt downgrade sends a warning as bond bloodbath unfolds
Aug 06, 2023
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38. The party is over, the dollar will rise, and hell is coming
Jul 30, 2023
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37. Recession is looming, sentiment has shifted, and only 7 stocks matter
Jul 23, 2023
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