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
GO 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.
^^CLICK HERE^^ to return to the top of the page.
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 lighter side with 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
LAST DOMINO STANDING
Markets are still grappling with the second consecutive Fed pause.
The previous week bond markets had the biggest 3-day rally in a dozen years.
Likewise, many of the most watched asset markets had their best 3-days of the year, resulting in the dollar’s biggest sell-off during that same stretch.
However, just a week later and an ugly 30-year bond auction has many questioning if the world is finally beginning to reject U.S. bonds as the safe haven.
Is the reckless spending finally catching up to the U.S. government, or is this just a warning sign that a global sovereign debt crisis is about to unfold.
If so, then despite all its misbehaving, the U.S. is still likely to be the last domino standing.
These stories and more on the latest Milkshakes Markets Madness Show.
https://youtu.be/Iiu7mEDWLfg ————————————– FULL-LENGTH EPISODE 53 (November 12, 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. ***
———————- LAST DOMINO STANDING Season 01, Episode 84 ———————- 00:00 – “Giant Domino” intro https://www.youtube.com/watch?v=eTfccJ7k_xM 00:08 – How to navigate our channel
00:47 – Cautious after a volatile week Rate Cut Contra: https://youtu.be/sYRMlieMfcU 04:12 – Fed doves and hawks When Doves Cry: https://youtu.be/rWrl_FMoCpE 06:05 – Bonds feeling “Moody”
09:56 – Family hate mail
11:08 – Last domino standing
17:55 – Seeking dollar alternatives Burn It All Down: https://youtu.be/chyAgJjNdEY 23:56 – Final drawdown
28:20 – Tactical trade updates Gold and War: https://youtu.be/k82x4c1_rvk Gold Price Pullback: https://youtu.be/sdOrdD-gti8 Bitcoin ETF Insiders: https://youtu.be/RnfWqkJHfrw 33:21 – Thoughts on real estate
38:09 – Full year in the books
39:10 – “Van Morrison Domino” outro https://www.youtube.com/watch?v=DcYGaPiZ1c8 39:14 – 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.
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” 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
RATE CUT CONTRA
As the fourth quarter marches on, and the end of the year grows closer, this week felt like an early exclamation on the year.
Investors have been waiting for signs of a pivot and this week’s price action seemed to imply that they finally got the message.
Although, one could argue that the market simply heard what they wanted to hear.
Both stocks and bonds rallied big on the news of another Fed pause and after disappointing employment data.
The 3-days between the two announcements showcased the biggest 3-day moves all year for multiple assets, including the best 3-day rally in bonds in a dozen years.
It was also the worst 3-days for the dollar in 2023. Correlation or coincidence?
Brent Johnson and Jon Kutsmeda breakdown the data and discuss the markets reaction, including why investors seem to be tone-deaf to what the Fed is actually saying about the potential for rate cuts.
Who wins in this game of chicken, the frenzied front-runners or the fit-to-be-tied Fed?
Time will tell, but let’s hope it isn’t a head-on crash.
These stories and more on the latest Milkshakes Markets Madness Show.
https://youtu.be/sYRMlieMfcU ————————————– FULL-LENGTH EPISODE 52 (November 05, 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. ***
———————- RATE CUT CONTRA Season 01, Episode 84 ———————- 00:00 – Full-length intro
00:26 – How to navigate our channel
01:13 – Off to the races
04:22 – Walking back the bulls
08:51 – Dirty laundry Dollar Event Horizon: https://youtu.be/X39yT9O0EFI 10:44 – Fed deaf markets
14:45 – Familiar Fed fopaux
18:21 – Weak dollar perpetuates the system
21:03 – Employment data reaction
24:14 – Mixed messages from Gold Fed Pause Pump: https://youtu.be/wrdlOSNc58A Bitcoin ETF Insiders: Fed Pause Pump: https://youtu.be/RnfWqkJHfrw Gold Price Pullback: https://youtu.be/sdOrdD-gti8 27:45 – Conference anecdote
30:31 – Brent’s final thoughts / Wrap-up
31:14 – “Wolf of Wall Street” outro
31:27 – 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.
84. The recent stumble in financial markets is about to be a painful fall and the Fed won’t catch you
Oct 30, 2023
Welcome back to Milkshakes, Markets, Madness.
This is our Monday “Peek at the Week” which is part of the additional weekly content usually available exclusively on YouTube. Stay tuned for more of our regular weekly YouTube content to start appearing on the podcast feeds.
In the meantime, check out all the additional videos on our YouTube Channel, including a “Midweek Update” and our NEW “Madness Edition” episode.
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
DOWN GOES MARKETS
This is going to be a big week for markets as year-to-date gains are on a slippery slope towards being completely wiped out.
That of course depends on when someone bought – the S&P 500 is still up a few percent on the year, but down 10% from recent highs.
More pain awaits investors if markets fall further from here, but don’t expect the Fed to bail you out.
The Fed will announce a rate policy decision on Wednesday, and although the consensus is another pause, tough talk in their forward guidance could spook markets a day after Halloween.
This will all unfold prior to the non-farm payroll employment data on Friday.
In addition to these two big market moving events, one can’t ignore the risks for further escalation in the Middle East and what this could do to a shaky market struggling to find its footing.
This and more in the latest “Peek at the Week” episode of the Milkshakes Markets Madness Show.
https://youtu.be/GtOYIB_5IO8 ————————————– PEEK AT THE WEEK (October 30, 2023) Season 01, Episode 79 ————————————– “Peek at the Week” is a Monday video release that looks at the economic calendar for the upcoming week and discusses possible impacts on financial markets.
*** More information about Milkshakes Markets Madness, and the hosts, can be found after the chapter timestamps below. ***
————— CHAPTERS ————— 00:00 – “PTJ Trader” video intro Watch the “Trader” movie here: https://youtu.be/5x1yaNsRBE0 00:17 – Economic Calendar Dollar Event Horizon: https://youtu.be/X39yT9O0EFI 01:38 – Breaking psychological levels
03:24 – Hawkish Pause 2.0
04:37 – Violently Sideways Violently Sideways: https://youtu.be/TvZLM7UGYTc 06:07 – More downside from here
10:41 – Brent’s upcoming trip / Wrap-up
12:29 – “War” outro
13:04 – 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 each week for another episode, released every Saturday morning Eastern Standard Time.
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.
83. Fed rate hikes have caused a chain reaction that is sucking the world into a Dollar Event Horizon
Oct 29, 2023
Welcome back to Milkshakes, Markets, Madness. If you are new to the show please read the LEARN MORE section which follows the show description …
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
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” …
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
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” …
53. Conspiracy theorists, Crackheads, and children of the corn collide
Sep 09, 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 …
50. A financial storm awaits as we enter the season of volatility
Sep 03, 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” …
49. They are coming for you, so lace up your crocs if you hope to escape
Sep 01, 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 …
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
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are available exclusively on …
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
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are available exclusively on …
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
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are available exclusively on …
39. Debt downgrade sends a warning as bond bloodbath unfolds
Aug 06, 2023
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are available exclusively on …
38. The party is over, the dollar will rise, and hell is coming
Jul 30, 2023
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are available exclusively on …
37. Recession is looming, sentiment has shifted, and only 7 stocks matter
Jul 23, 2023
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are available exclusively on …