Milkshakes Markets Madness | Brent Johnson

Latest Episodes:

125. Market Volatility Unshackled Aug 05, 2024

Show notes

NOTICE: Full-length episodes are published first on YouTube every Sunday, then distributed to the pod feeds and other outlets on Wednesday. Visit our YouTube Channel to watch the videos when they are first released.
MARKET VOLATILITY UNSHACKLED

Last week finally saw the VIX break the chains that had it shackled near its all time low for much of this year.
Global equities continued their slide, US Treasury yields fell, and Japan dealt with the fallout from the BOJs recent rate hike.
We also discuss a recent paper (see link below) detailing how the US Treasury got the market to do QE while the Fed would not.
Hudson Bay Capital Research
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/w6_iAeV610c
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FULL-LENGTH EPISODE 87
(August 04, 2024)
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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 29
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00:00 – Coming soon
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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
Learn more about investing with Brent at https://SantiagoCapital.com
Subscribe to the Macro Alchemist at http://MacroAlchemist.com.
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.

124. This is still Madness Jul 28, 2024

Show notes

This week we say goodbye to a friend, review some charts that helped us to increase our hedges prior to the market pullback, discuss the global effects of US fiscal dominance, and give some reasons why planning for increased volatility in the second half of the year is a prudent move.
Buckle Up … this is still Madness.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/ovq-LX9Uj9s
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FULL-LENGTH EPISODE 86
(July 28, 2024)
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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. ***
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CHAPTERS
Season 02, Episode 28
———————-
00:00 – Coming soon
——————————
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
Learn more about investing with Brent at https://SantiagoCapital.com
Subscribe to the Macro Alchemist at http://MacroAlchemist.com.
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.

123. What Happens Next – How Presidential Assassinations and Attempts Shape American History Jul 21, 2024

Show notes

In the labyrinth of American history, presidential assassinations and attempts have thrust an indelible blade into the fabric of the nation, reshaping policy and patriotic sentiment.
This week Brent Johnson and Jon Kutsmeda delve into these dark corridors and discuss their latest publication for the Macro Alchemist in hopes of uncovering what it means for our country’s future.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/rI3A8M0sRlo
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FULL-LENGTH EPISODE 85
(July 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. ***
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CHAPTERS
Season 02, Episode 27
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00:00 – Intros
00:54 – The effects of assassinations and attempts
http://MacroAlchemist.com
11:18 – The role of media in shaping narratives
16:29 – Geopolitical and economic impacts
28:12 – Market Reactions and Analysis
38:28 – Tech pullback and crypto resilience
46:50 – Navigating the current market environment
48:25 – Closing remarks
48:55 – Outros / Disclaimer
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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
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
Subscribe to the Macro Alchemist at http://MacroAlchemist.com.
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.

122. When the money printer stops and the music ends, there will only be one Ponzi left standing Jul 14, 2024

Show notes

The global financial system has a critical flaw that affects all countries, but not equally.
Everything is fine when money circulates and we all dance along.
However, when the music stops, the system will crumble, and one Ponzi will be the last fall.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/bwxy-TTnlgQ
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FULL-LENGTH EPISODE 84
(July 14, 2024)
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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. ***
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CHAPTERS
Season 02, Episode 26
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00:00 – Intros
00:43 – Welcome back
02:01 – Inflation reports and market reactions
07:00 – Market sentiment and divergence
13:01 – Monetary policy and the dollar
20:01 – Imperial Circle vs. Dollar Milkshake
24:01 – Leveraged Ponzi systems
31:01 – Debunking the gold reserves argument
37:27 – Closing remarks
38:23 – Outros / Disclaimer
——————————
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
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
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.

121. Are you ready for the mother of all blow-off stock market tops? Jul 07, 2024

Show notes

Despite the volatility, sideways markets give something for everyone to cheer about … but when the mother of all blow-off market tops ends, who will be left to cheer?
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/5ILjhFKl6KA
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FULL-LENGTH EPISODE 83
(July 07, 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. ***
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CHAPTERS
Season 02, Episode 25
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00:00 – Intros
00:15 – The Sideways Movement of the Dollar
02:24 – Volatility and the Equity Markets
04:15 – Bitcoin and Precious Metals
08:54 – The US Election and Market Uncertainty
15:39 – The Potential for a Market Correction
27:49 – Staying Grounded and Having a Sense of Humor
32:10 – Closing Remarks
32:54 – Outros / Disclaimer
——————————
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
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
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.

120. Uncertainty around politics and Fed policy has investors anxious, but the real pain still lies ahead Jun 30, 2024

Show notes

Markets never go in a straight line, and with global liquidity waning, it’s time for investors to prepare for uncertainty.
After a strange week of politics and pullbacks, perhaps the start of summer will usher in the end of the bull market?
Just don’t expect the Fed to save you, because they want you to “take the pain”.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/9_CLL8D6I_c
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FULL-LENGTH EPISODE 82
(June 30, 2024)
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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. ***
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CHAPTERS
Season 02, Episode 24
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00:00 – Intros
00:35 – Death of the Petrodollar
02:47 – The Debate
06:23 – The Release of Julian Assange
10:29 – Last call for the Masterclass
11:44 – The Macro Alchemist: Global Real Estate Interconnectedness
https://MacroAlchemist.com
24:03 – The Importance of Execution in Trading
27:23 – The Performance of Precious Metals and Bitcoin
31:04 – The Potential Impact of a Recession on Liquidity
40:41 – Upcoming Market Events and the Japanese Yen
46:24 – Closing Remarks
47:03 – Outros / Disclaimer
——————————
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
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
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.

119. The rumor spread like an oil fire, but is this truly the end of the Petrodollar and U.S. Hegemony? Jun 16, 2024

Show notes

The end of U.S. dollar hegemony is likely to be a death by a thousand cuts.
But, if Saudi Arabia has decided to ditch the Petrodollar is this a single fatal blow no one saw coming?
Join Brent Johnson and Jon Kutsmeda to learn what, if anything, about this “breaking news” is true.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/WfNb2BINyf0
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FULL-LENGTH EPISODE 81
(June 16, 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 23
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00:00 – Intros
00:40 – Global real estate insights
https://MacroAlchemist.com
04:46 – CPI inflation data
07:06 – Regional banks and Fed rate hikes
11:45 – Legacy of The Maestro
14:11 – Insider conversations
18:52 – Petrodollar history
21:16 – Details of the 1973 agreement and its impact
30:30 – Debunking misconceptions about the Dollar
37:21 – Closing Remarks
37:59 – Outros / Disclaimer
——————————
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
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
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.

118. Rate cuts have begun as the economy sputters, but inflation and asset bubbles still pose a threat Jun 09, 2024

Show notes

The U.S. economy, although showing signs of weakness, continues to remain resilient in the face of tight monetary policy.
However, central banks in other countries are less confident about their own economic outlook as a few announced rate cuts this week.
Do they know something The Fed doesn’t or is this just another example of the Dollar Milkshake Theory unfolding in real-time as global liquidity continues to seek shelter in the U.S. markets.
This is good news for foreign policy and the weaponization of the dollar, but it is also causing stubborn asset bubbles that risk undermining the Fed’s goal of a soft landing.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/TxdJzbIiYbE
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FULL-LENGTH EPISODE 80
(June 09, 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. ***
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CHAPTERS
Season 02, Episode 22
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00:00 – Intros
01:05 – Dollar Milkshakes Masterclass
06:52 – Macro Alchemist
09:10 – Market overview
18:35 – Central bank policies
27:21 – Impacts of passive investing
32:07 – Weaponization of the Dollar
34:22 – Gamestop
38:17 – Closing Remarks
39:24 – Outros / Disclaimer
——————————
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
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
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.

117. Investors are unprepared for what is coming to financial markets in a nation divided Jun 02, 2024

Show notes

Financial markets are about to face the most uncertain time in history.
However, before you prepare for the chaos you must first decide what type of risks you are willing to take.
The stakes are high and unfortunately not every investor is going to make it.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/TxdJzbIiYbE
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FULL-LENGTH EPISODE 79
(June 02, 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 21
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00:00 – Intros
00:22 – Rebel Capitalist
02:44 – Portfolio structure
05:04 – Silver trade explained
09:49 – Tactical trading
16:41 – Commodity investing
19:06 – Recession signals
23:51 – Hedging for market uncertainty
26:06 – Risk adjusted returns
30:51 – Political climate and market impacts
37:47 – The end of The Fed
40:10 – Preparing for Trump 2.0
41:08 – Closing Remarks
41:24 – Outros / Disclaimer
——————————
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
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
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.

116. What happens if the one stock holding up the world starts to crash? May 26, 2024

Show notes

The weight of the world rests on the shoulders of one company.
But how did this happen?
One reason is the shift from active management to passive.
This is also why markets seem to only go one-way … up!
However, what goes up must also come down, and if the “one stock” falls then look out below.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/PNJivrGmhjw
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FULL-LENGTH EPISODE 78
(May 26, 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 20
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00:00 – Intros
00:27 – The Macro Alchemist
https://twitter.com/macro_alchemist
04:01 – The “One Stock”
09:07 – Extreme sentiment and positioning
13:01 – Revolutions and the Dotcom Bubble
18:36 – Passive vs. Active Management
25:33 – Yen carry trade unwind
30:19 – Commodities, metals, market volatility
38:48 – Closing Remarks
39:48 – Outros / Disclaimer
——————————
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
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
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.

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