Milkshakes Markets Madness | Brent Johnson: Recent Episodes
Brent Johnson and Jon Kutsmeda
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.
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.
THIS IS STILL MADNESS
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
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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.
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.
AFTER THE BULLET
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
——————————
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.
THE LAST PONZI STANDING
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)
————————————–
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.
MOTHER OF ALL BLOW-OFF TOPS
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.
PREPARE FOR THE PAIN
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)
————————————–
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.
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.
PETRODOLLAR PARANOIA
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.
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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.
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.
RATE CUT BLOW UP
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.
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.
INVESTING FOR CIVIL WAR
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.
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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.
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.
ONLY ONE STOCK
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.
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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.
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.
INVESTORS BEWARE (THE KNOCKOUT PUNCH)
It was a bumpy week for the YOLO crowd as GameStop tried to relive its short-squeeze glory of 2021.
Meme stocks weren’t the only ones taking punches, as some commodities were beat to a pulp, but orange juice wasn’t one of them as it hit a new all-time high.
Stocks and gold also rallied to new records.
Meanwhile, silver, unlike GameStop, did manage to reclaim some of it’s glory, fighting its way back to a 15-year high.
With all this good news, most investors are feeling invincible … but is the streak about to end?
Brent Johnson and Jon Kutsmeda give a ring-side review of the risks that could lead to a surprise knock-out punch.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/JFspApOvpFo
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FULL-LENGTH EPISODE 77
(May 19, 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 19
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00:00 – Intros
00:44 – Cringe Congress
04:28 – Retail Madness
06:36 – Commodity markets
11:13 – Trading strategies
15:47 – China and U.S. Treasury sales
20:30 – Commodity to Equity Ratio
22:43 – CPI Inflation data
25:05 – U.S. Dollar Weaponization
27:30 – Scotty Scheffler incident
31:30 – Closing Remarks
32:04 – 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.
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.
AMERICA IS EVIL
Is the U.S.A the good guy, or merely the lesser of all evils?
This week Brent Johnson and Jon Kutsmeda shine truth on what it means to be the hegemon, and why those predicting an imminent demise of the U.S. empire misunderstand the game of thrones being played.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/p2PEC-6REyY
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FULL-LENGTH EPISODE 76
(May 12, 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 18
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00:00 – Intros
01:11 – Lessons from Game of Thrones
10:35 – Understanding power and geopolitics
32:29 – Fiscal Dominance and the Twin Deficits
35:22 – Role of the Treasury General Account (TGA)
40:05 – Dollar Milkshake Theory and the Imperial Cycle
44:48 – Weaponizing the U.S. Dollar
52:22 – The human need for certainty
59:27 – Government Power and its influence
1:09:35 – Closing Remarks
1:10:39 – 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.
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 CRISIS OF CONFIDENCE
This time last week the Yen was on a meltdown that many believed marked the end of the Japanese currency.
However, it was able to step back from the ledge, perhaps with a little help from The Fed and the BOJ.
Meanwhile, the internet was in frenzy after a clip went viral showing an economic advisor for the Biden Admin stumbling through an explanation of why the government is not able to simply print money … or can it?
In our debt based financial system we are all playing musical chairs, until there is a crisis of confidence.
This week Brent Johnson and Jon Kutsmeda discuss how much longer we can expect to hear the music, and who will get the last chair standing.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/pCMghuPGqjw
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FULL-LENGTH EPISODE 75
(May 05, 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 17
———————-
00:00 – Intros
00:19 – Media and market theories
02:35 – Market psychology
04:42 – Currency confidence and predictions
07:07 – Japanese Yen and global currency dynamics
13:24 – MMT (Modern Monetary Theory)
18:49 – Currency wars and international relations
28:20 – Back channel communications
36:42 – The Confidence Game
What is Gold – https://youtu.be/MSafj5rjDSM
47:37 – Interest rates and upcoming economic data
54:41 – Closing Remarks
55:51 – Outros / 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.
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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.
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.
NEXT TO GO EXTINCT
Brent Johnson turns the spotlight on his co-host, Jon Kutsmeda, to learn more about the launch of his latest venture and what it could mean for a $6 Trillion industry dollar long-overdue for disruption – is this the next tech extinction event?
They also discuss the roller coaster ride in markets this past week and what Brent is focusing on in the month ahead.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/IPSvEcC0z9M
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FULL-LENGTH EPISODE 74
(April 28, 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 16
———————-
00:00 – Intros
00:45 – Recent market developments
02:50 – Market reactions to earnings data
07:38 – Global trends and currency markets
09:53 – Poised for disruption
12:14 – Mortgage Ai
https://www.LendZen.com
16:59 – State of the housing market
21:34 – Economic outlook
23:53 – Anticipating rate changes and market volatility
26:16 – Real estate market dynamics and mortgage selection
35:08 – Thinking like other market participants
45:13 – Closing Remarks
46:02 – Outros / 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.
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
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Welcome back to Milkshakes, Markets, Madness. If you are new to the show please read the LEARN MORE section which follows the show description …
Welcome back to Milkshakes, Markets, Madness. This is our Monday “Peek at the Week” which is part of the additional weekly content usually available …
82. Everyone thinks they are ready to buy the dip until blood is in the streets Read More »
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 Read More »
Welcome back to Milkshakes, Markets, Madness. This is our Monday “Peek at the Week” which is part of the additional weekly content usually available …
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 Read More »
Welcome back to Milkshakes, Markets, Madness. This is our Monday “Peek at the Week” which is part of the additional weekly content usually available …
78. Investors wait anxiously for what is expected to be a wild start to a short week Read More »
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 Read More »
Welcome back to Milkshakes, Markets, Madness. This is our Monday “Peek at the Week” which is part of the additional weekly content usually available …
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 Read More »
Welcome back to Milkshakes, Markets, Madness. This is our “Madness Edition” episode, which is part of the additional weekly content usually available exclusively on …
Welcome back to Milkshakes, Markets, Madness. This is our Monday “Peek at the Week” which is part of the additional weekly content usually available …
60. The Fed prepares a kill shot for a bucking bull market that refuses to die Read More »
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” …
59. Investors brace for impact as the Fed pause promises more pain ahead Read More »
Welcome back to Milkshakes, Markets, Madness. This is our brand NEW segment “WWJD – What Would Johnson Do”. This is just 1 of at …
58. What would you do if given the greatest power known to modern society Read More »
Welcome back to Milkshakes, Markets, Madness. This is our “Madness Edition” episode, which is part of the additional weekly content usually available exclusively on …
57. Buried beneath the ashes of their lies the government hides the truth Read More »
Welcome back to Milkshakes, Markets, Madness. This is our Monday “Peek at the Week” which is part of the additional weekly content usually available …
56. The economy is choking from rate hikes, but the Fed is not done yet Read More »
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” …
Welcome back to Milkshakes, Markets, Madness. This is our Monday “Peek at the Week” which is part of the additional weekly content usually available … 55. Despite Fed rate hike expectations the dollar is due for a pullback Read More »
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
GREAT FALL OF CHINA
The economy in China is struggling under the weight of debt and their real estate market is on the verge of total collapse.
Meanwhile, their attempts to stimulate the economy have not worked.
Yet, the U.S. has been able to raise interest rates by nearly 6% without causing a recession (so far).
Combined, this puts immense pressure on China to devalue their currency … and the U.S. knows it.
As the next Federal Reserve rate hike approaches U.S. monetary policy is holding the pin which could lead to the great fall of China and the popping of the biggest bubbles in the history of the world.
Join Brent and Jon as they shine truth on chart crimes and bring clarity to an unfolding economic war.
Learn more on the latest full-length episode of Milkshakes, Markets, Madness.
https://youtu.be/UoBO7XjdHQY
————————————–
FULL-LENGTH EPISODE
(SEASON 01, EPISODE 39)
————————————–
00:00 – Video intro (26 seconds)
00:28 – Disclaimer
00:30 – Welcome to MMM
01:41 – Bull in a China shop
04:33 – China’s big hole
06:37 – Timing the collapse
10:08 – China selling treasuries
14:26 – Secondary weaponization
18:37 – Both sides of the argument
22:13 – Bonds during rate hiking cycles
29:33 – Closer to the end
36:52 – The wrap-up
37:47 – Outro
38:20 – 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.
Welcome back to Milkshakes, Markets, Madness.
This is our “Madness Edition” episode, 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 the Monday “Peek at the Week” and “Midweek Update” episodes.
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
CHILD OF THE CORN
Take a break from the madness of markets to enjoy a conversation about crackheads and cornheads, but whatever you do, just don’t lose your head.
The world is about to get crazier than a conspiracy theorists wet dream so tune in for some words of wisdom from Brent “War Child” Johnson and Jonny “Utah” Kutsmeda.
https://youtu.be/Lnxc8YdKKnU
————————————–
MADNESS EDITION (SEPTEMBER 09, 2023
————————————–
“Madness Edition” is a weekly segment that focuses on the MADNESS of markets, people, and anything else that causes us to shake our heads in disbelief.
More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below.
—————–
CHAPTERS
—————–
00:00 – Madness intro (12 seconds)
00:12 – Title screen and Disclaimer
00:16 – The Madness Edition
00:50 – Cornhuskers and Colorado
03:19 – Justifying ticket prices
07:16 – Johnson family athletics
09:16 – Crackhead conspiracy theories
11:30 – Rapaport doppelganger
12:42 – Stay level-headed
14:05 – Crackhead commentary
14:55 – The wrap-up
15:50 – Madness Outro
16:07 – 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 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.
Welcome back to Milkshakes, Markets, Madness.
This is our brand NEW segment “WWJD – What Would Johnson Do”.
This is 1 of 5 videos usually posted exclusively on YouTube, but say 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 the “Peek at the Week” and what is quickly becoming a fan favorite, the “Madness Edition” episodes.
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
$100 MILLION OR GOLD
The year is 2029.
The U.S. has sent a mining crew to the Psyche Asteriod and is returning with more gold than ever mined in the history of the world.
Just kidding, that’s probably not happening in 5-years, but a lot of other things could.
If you had the choice between receiving $100,000,000 or 50,000 ounces of gold, and had to hold one for 5-years what would you choose?
Join Brent and Jon to Find out how the “Dollar Man” is placing his bets, in a new segment called “WWJD – What Would Johnson Do”.
https://youtu.be/fibCZHqxB5g
————————————–
WWJD (SEPTEMBER 06, 2023)
————————————–
“WWJD – What Would Johnson Do” is a weekly video release that presents Brent with a “one or the other” question.
Although the focus is usually on financial markets, you never know what odd question from the community the Milkshakes Duo will explore.
More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below.
—————
CHAPTERS
—————
00:00 – Video intro (7 seconds)
00:07 – Disclaimer
00:12 – WWJD
01:05 – $100m vs. 50k of Gold
02:57 – Longer than expected
05:00 – Risk Free
08:09 – Confessions of a gold bug
11:42 – Most important variable
12:09 – $5,000 gold
14:14 – Send us your WWJD questions
14:40 – Outro
14:49 – 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.
Welcome back to Milkshakes, Markets, Madness. This is our Monday “Peek at the Week” which is part of the additional weekly content usually available … 51. Gather round, gather round, the Fed circus is coming to town Read More »
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” … 50. A financial storm awaits as we enter the season of volatility Read More »
Welcome back to Milkshakes, Markets, Madness.
This is our “Madness Edition” episode, 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 the Monday “Peek at the Week” and “Midweek Update” episodes.
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
CROCS OF THE COURTS
Clown cars, ayahuasca, cringe politicians, and hypocrite “influencers” … if only we could bottle-up the madness.
Come step “in the arena” with Brent and Jon for their weekly “Madness Edition” episode of Milkshakes, Markets, Madness.
https://youtu.be/3wif7eDhjyA
————————————–
MADNESS EDITION (SEPTEMBER 01, 2023
————————————–
“Madness Edition” is a weekly segment that focuses on the MADNESS of markets, people, and anything else that causes us to shake our heads in disbelief.
More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below.
—————–
CHAPTERS
—————–
00:00 – Madness intro (12 seconds)
00:12 – Title screen
00:14 – Disclaimer
00:16 – The Madness Edition
01:21 – Pickleball Karen
04:41 – Tennis for the unathletic
05:45 – Crocs of the courts
08:02 – Capital over-the-hill
10:36 – Timing the dollar’s death
14:45 – We are here to learn
17:35 – Self-awareness
19:09 – Facing failures
20:41 – Sit in the room
23:04 – NEW segment announcement
23:31 – The wrap-up
23:40 – Madness Outro
23:58 – 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.
Welcome back to Milkshakes, Markets, Madness.
This is our “Midweek Update” 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 the Monday “Peek at the Week” and “Madness Edition” episodes.
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
FED SPEED TRAP
The signs are clearly posted, but you don’t take notice as you cruise along blindly following the drivers in front of you.
Until suddenly a line of brake lights flash in front of you like dominos falling one-by-one.
It is too late, slamming on the brakes now will do you no good. You just got caught by the Fed speed trap.
Check in with the Milkshake Duo for a midweek update and some tips on how to navigate the road ahead more safely.
https://youtu.be/ul_0nZtXqSE
————————————–
MIDWEEK UPDATE (August 31, 2023)
————————————–
The “Midweek Update” discusses market events from the first half of the week, with a look at what is still left on the economic calendar.
More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below.
—————
CHAPTERS
—————
00:00 – Ludicrous Speed intro (10 seconds)
00:10 – Title screen
00:12 – Disclaimer
00:14 – Welcome
00:50 – Pineapple road
03:44 – Speed trap
07:53 – Brake lights in the data
09:49 – Return of uncertainty
11:06 – VIX teaser
11:43 – Wrap up
12:18 – New Spotify link
12:48 – 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.
Welcome back to Milkshakes, Markets, Madness. This is our Monday “Peek at the Week” which is part of the additional weekly content usually available … 47. The seas of change are rising fast, but can investors keep holding on Read More »
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are available exclusively on … 46. Few are prepared for the end of the dollar and the pain that follows Read More »
Welcome back to Milkshakes, Markets, Madness. This is our “Madness Edition” episode, which is part of the additional weekly content usually available exclusively on … 45. Clowns to the left, jokers to the right, stuck in the middle with you Read More »
Welcome back to Milkshakes, Markets, Madness. This is our Monday “Peek at the Week” which is part of the additional weekly content usually available … 44. This is your last chance. After this, there is no turning back… Read More »
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are available exclusively on … 43. The fuse has been lit and a global market collapse is coming Read More »
Welcome back to Milkshakes, Markets, Madness. This is our “Madness Edition” episode, which is part of the additional weekly content usually available exclusively on … 42. Anger and frustration intensify as a new Civil War emerges in the U.S.A. Read More »
Welcome back to Milkshakes, Markets, Madness. This is our “Midweek Update” which is part of the additional weekly content usually available exclusively on YouTube. … 41. Prepare to beg for mercy from the talons of The Fed Read More »
Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are available exclusively on … 40. Banks are in big trouble and denial could trigger the next major crash Read More »
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 Read More »
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. S01:E33 – Hell is Coming Read More »
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. S01:E32 – Watch Your Ass-ets Read More »
SEASON 01 – EPISODE 31 Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week … 36. S01:E31 – This Ends Badly Read More »
SEASON 01 – EPISODE 30 Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week … 35. S01:E30 – Bearish Market Beatdowns Read More »
SEASON 01 – EPISODE 29 Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week … 34. S01:E29 – Fed Fireworks Fizzle Read More »
SEASON 01 – EPISODE 28 Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week … 33. S01:E28 – This Time Is (NOT) Different Read More »
SEASON 01 – EPISODE 27 Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week … 32. S01:E27 – Final Market Melt-Up Read More »
SEASON 01 – EPISODE 26 Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week … 31. S01:E26 – Making Madness Great Again Read More »
SEASON 01 – EPISODE 25 Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week … 30. S01:E25 – Hugh Hendry the Macro Mad Hatter Read More »
SEASON 01 – EPISODE 24
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
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
WEAPON OF MASS DESTRUCTION
The most powerful weapon on Planet Earth is controlled by the United States of America.
Sometimes slow and silent in its destruction, it has kept the global financial system at the mercy of the U.S. for decades.
But, what happens when world powers are are no longer able to play the game of musical chairs?
Find out on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/z7ZS2Fc_AZI
—————–
CHAPTERS
—————–
00:00 – Title screen
00:05 – Episode overview
01:56 – Disclaimer
01:58 – Video intro (11 seconds)
02:10 – 8th Grade Graduation
SOCIAL MEDIA TOPICS
03:21 – DeSantis Twitter Spaces
06:48 – Brent’s social media journey
10:33 – Rebel yell
13:26 – Focus on value, not perfection
GLOBAL FINANCE TOPICS
15:06 – Eurodollars and “what is money?”
17:30 – When the music stops
20:02 – The most powerful weapon
22:00 – Swap lines and dollar strength
26:46 – Swap lines and the debt ceiling
TECH MARKET TOPICS
31:08 – Fed actions vs. Tech froth reactions
35:07 – Is Ai old news or slow news?
37:38 – The BTFD moment in Tech
38:55 – Headwinds and avalanches
42:32 – Salutations
43:41 – Outro
43:55 – 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.
SEASON 01 – EPISODE 23
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
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
FIAT MONEY FAIRYTALES
The Dollar Milkshake theory is more nuanced than the playful name implies.
Unfortunately, people don’t spend enough time digging into its layers to fully appreciate the critical perspective it is trying to provide.
So, in this episode the Milkshakes Duo take you on a tour of what the “theory” is all about.
Along the way they visit Santa’s workshop and a few other fantasy lands, before eventually ending up in … prison.
If “there can be only one” episode you watch from this show, consider that Jon claims this is one of the best conversations he has ever had with Brent, on or off camera.
Whether you believe in magic or you believe in math, there is something for everyone in this conversation full of fairytales.
Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/4N1x96jY0XI
—————–
CHAPTERS
—————–
00:00 – Title screen
00:05 – Episode overview
01:32 – Disclaimer
01:34 – Video intro (11 seconds)
01:45 – Not so fast
03:45 – Timing the end game
06:59 – The golden gauge
08:01 – Digging for gold, finding a Milkshake
11:10 – The 2020 fake-out
13:42 – Lots of cans to kick
17:40 – The “reality” of re-monetizing gold
19:44 – It doesn’t need to make sense
21:08 – Debt, taxes, and dollar liquidity
23:04 – Santa Claus and why governments issue bonds
25:37 – Monetary illusions
28:10 – Prisoners of the system
32:40 – Attack on Titan
33:59 – Math vs. Magic and Good vs. Evil
39:08 – Dose of reality
40:32 – Salutations
41:16 – Outro
41:30 – 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.
SEASON 01 – EPISODE 22
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
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
GAMING THE THRONE
The market nervously awaits the showdown between Congress over the debt-ceiling.
But, is the world prepared for a “Sovereign Savior” who dares print money without the government authorizing new debt?
Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/prqjNiwA_3A
—————–
CHAPTERS
—————–
00:00 – Title screen
00:05 – Episode overview
01:23 – Disclaimer
01:25 – Video intro (11 seconds)
01:36 – Rebel Capitalist
03:10 – Two-sides to every story
04:44 – Cab Driver Dollar Derangement Syndrome
06:55 – Short term trades vs. long-term views
10:03 – Powell is not done yet
13:26 – The impact of Animal Spirits
15:56 – The naughty “S” word
17:58 – Debt default dollar short(age) squeeze
23:24 – Behind closed doors
25:54 – ZIRP and MMT
29:18 – All hail Queen Yellen
31:27 – The Power of the Purse
32:21 – What M2 is telling us
34:53 – Salutations
35:55 – Outro
36:09 – 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.
SEASON 01 – EPISODE 21
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
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 FED IS KILLING THE BANKS
The Fed hikes again bringing their overnight lending rate (Fed Funds) to 5.00 – 5.25%.
Meanwhile, more banks fail, gold pulls back, and stocks rally on a stronger than expected NFT employment report.
It’s just another Groundhog Day in the world of “violently sideways” and The Duo covered enough topics this week to stuff a sandwich.
Just make sure you wash it all down with a Milkshake.
Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/_H7nuk1AZR0
—————–
CHAPTERS
—————–
00:00 – Disclaimer
00:23 – Video intro (Short)
00:49 – About the show
01:31 – Volatility Sandwich
02:26 – Rate hike reactions
03:25 – Employment data reactions
04:36 – Powell vs. PacWest
05:39 – The Fed serves their masters
07:28 – The long and short of Gold
12:42 – Scratching the trader itch
15:26 – More downside risk for Gold
17:11 – Hot or not (Inflation)
20:31 – The dollar and the debt ceiling
23:34 – bank blow-ups are dollar bullish
25:04 – The next liquidity cycle
29:22 – Just do … nothing
31:00 – Salutations
31:42 – Outro / 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.
SEASON 01 – EPISODE 20
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
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
WAITING FOR THE NEXT CRASH
This week the Milkshake Duo play contrarian to their own bearish bias, as they try to crack the code on why markets refuse to crash despite all the obvious reasons it should.
It’s another one of those reminders that conviction should not be confused as certainty, and inevitable does not mean imminent.
Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/2gYQZVu1B0Y
—————–
CHAPTERS
—————–
00:00 – Disclaimer
00:23 – Video intro (Short)
00:49 – About the show
01:12 – Maddening markets
03:00 – Brent’s dual mandate
04:54 – Fighting our bias
06:00 – Switch your view to find the rainbow
07:55 – Clarity in the absence of certainty
09:03 – Housing market resilience
11:06 – Take the opposite view … of yourself
12:29 – Looming on the horizon
15:23 – Can the economy handle real rates
19:30 – Turning Japanese
21:03 – Failing banks and forced sellers
24:38 – Coordinated dollar weakness
31:44 – Do the work (digging up the facts)
34:44 – Latam capital flight
36:03 – Wait for the sucker punch
37:12 – Salutations
37:46 – Outro / 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.
SEASON 01 – EPISODE 19
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
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 FUTURE OF CRYPTO
This week the Milkshake Duo focus on the Madness, and the last few days delivered plenty.
To name a few, we had celebrity meltdowns over the $8 cost of Twitter Blue and The Biden Administration’s proposed credit score redistribution plan that would reward borrowers for bad payment history.
However, what really dominated the discussion this week were stable coins and the slowly developing warfare between governments, central banks, and younger generations battling for their sovereignty in a new era of digital money.
Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/9_Cdb2uw0ao
—————–
CHAPTERS
—————–
00:00 – Disclaimer
00:23 – Video intro (Short)
00:49 – About the show
01:19 – Celebrity Twitter blue(s)
03:57 – The “features” business
06:06 – The circus of Elon
07:02 – Credit Score “redistribution”
08:57 – Dumb (Central Banks) and Dumber (Politicians)
10:30 – Monetary experiments
12:09 – “Turning” the page on the crypto story
14:24 – Let the people have crypto
16:42 – Operation Deep Throat
18:44 – The reserve currency of blockchain
21:55 – There can be only one … stablecoin
24:19 – The government advantage in the stablecoin race
26:07 – JP Morgan Coin and the future money distribution system
28:17 – A great battle awaits
29:43 – What’s your take, Milkshake Fam?
30:51 – Salutations
31:15 – Outro / 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.
SEASON 01 – EPISODE 18
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
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
GOLD TO $5,000
Brent is back from his Europe trip with some fresh perspectives on precious metals.
This is an episode for all those hard money fanatics, including the bitcoin bros.
Just in case any of you still think Brent is a jingoist or fiat maxi, we clear the air in under 5-minutes … but we already know the gold bugs and “laser-eyed crazies” still won’t listen.
Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/YlCJFejWwKI
—————–
CHAPTERS
—————–
00:00 – Disclaimer
00:23 – Video intro (Short)
00:49 – About the show
01:23 – Welcome back, Brent
01:43 – Behind the scenes in Europe
03:15 – Gold bugs bullish on sentiment
05:05 – Gold to $5,000, miners to … ?
08:00 – The next liquidity crisis
09:35 – Miners: the generational underperformer
10:50 – The new policy response paradigm
11:53 – The Swiss leaves the Russian Ruble in ruin
16:44 – Laser eyed crazies and The Jingoist
20:45 – What’s going down, down unda
22:12 – Salutations
22:55 – Outro / 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.
SEASON 01 – EPISODE 17
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
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
KILL SWITCH – THE U.S. DOLLAR END GAME
Claims that recent trade “talks” are the final blow that bring down the U.S. Dollar seem to underestimate how severe the consequences will be if the dollar is truly on its last breath.
Is this yet another empty threat by global elites, or are they truly willing to risk all their wealth and power to dethrone the dollar?
The kill switch to end dollar hegemony, and the current financial system, is already known, but does either side have the guts to push the button?
Find out in the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/LJ77rnGqQ4c
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CHAPTERS
—————–
00:00 – Disclaimer
00:23 – Video intro (Short)
00:49 – About the show
01:25 – Brent in Zurich
02:34 – De-dollarization is here … always has been
05:54 – The macro fundamentals of dollar weakness
09:33 – Impact of debt ceiling on dollar liquidity
12:48 – Crisis’ where you least expect them
14:41 – Debt-ceiling dollar drainage
17:19 – Why (maybe) this time is different
18:51 – Do not mistake conviction for certainty
21:26 – The U.S. “kill switch” for crashing the global economy
24:32 – US Dollar Debt Jubilee
25:55 – De-dollarization is dollar bullish
26:40 – Stuck with the Buck (https://youtu.be/FpxjJAjGr1k)
27:24 – Risking it all in a game of chicken
30:34 – The central bank super villain master plan
32:47 – Q2 market predictions
34:31 – Salutations
35:49 – Outro / 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.
SEASON 01 – EPISODE 16
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
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
U.S. DOLLAR DEATH THREAT AND THE Q1 REVIEW
The first quarter is in the books, so the Milkshake Duo look back at the core themes they discussed in the first months of 2023.
One of the most maddening for Brent, not just during this year but ever since he created the “Dollar Milkshake Theory”, has been the relentless claims the end of US Dollar hegemony is at our doorstep.
This clickbait bandwagon narrative really picked up this week, and Brent made sure to address the unwavering attacks in this episode.
Are we about to witness the final battle for the reserve currency?
Tune in to find out on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/sj9SlOwCz8Q
—————–
CHAPTERS
—————–
00:00 – Disclaimer
00:23 – Video intro (Short)
00:49 – About Us
01:18 – Q1 themes
02:00 – At look at Violently Sideways
04:24 – The shackles of certainty
07:06 – Skeptics vs. Contrarians
10:31 – Where’s Waldo (Brent)?
11:36 – The easy money has been made, sell in May and fight The Fed another day
15:37 – Know-it-alls, bullies, and playing poker with dry powder
19:44 – Clickbait bias and going all-in
23:37 – Breaking the bad news to Brent … that the dollar is doomed
26:16 – Go BRIC, go broke
28:32 – “The Politics” of Dedollarization
31:19 – The Q1 recap, recap
32:12 – The death defying dollar (inevitable is not imminent)
34:20 – Salutations
35:10 – Outro / 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.
SEASON 01 – EPISODE 15
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
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
HOW THE DOLLAR EVENTUALLY DIES
The global financial system is failing, but how the U.S. dollar eventually dies will surprise you.
Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/kYv1CLUin80
—————–
CHAPTERS
—————–
00:00 – Disclaimer
00:23 – Video intro (Short)
00:49 – About Us
01:29 – Always BE Holding
02:45 – Always be HODLing … Dollars
04:42 – Brent Johnson dust bowl brawls
06:24 – Changes not seen in 100 years
07:39 – The common language of global commerce (The EuroDollar explained)
11:03 – Misdiagnosing the death of the US dollar
14:04 – The Core vs. The Periphery
15:06 – Desperate for Dollars
17:54 – The WTF of TFF
19:57 – Brent’s Bracket of Monetary Champions
21:00 – The Wrap Up
21:57 – Outro / 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.
The Bears are Ready to Fight Another Round
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
The bears, although beaten down, seemed poised for a comeback, just like a Rocky Movie.Speaking of Rocky, and the City of Brotherly Love, the Philadelphia Eagles are facing off against the Kansas City Chiefs for The NFL Super Bowl.Despite the big game, the Milkshake Duo keep the sports talk brief and focus more on markets, plus your typical dose of madness.Brent reflects on his “instinctive” observation of Jerome Powell last week after the press conference and how markets later responded when the NFP inflation report smashed estimates.There is also a discussion (and charts) about the recent short-squeeze, the 4th largest on record, and how positioning is now flat.What is the market waiting to know next … and what the heck is Jon wearing!?Find out in this week’s Season 1, Episode 6 of Milkshakes, Markets, Madness.
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CHAPTERS
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00:00 – Disclaimer
00:25 – Video intro
01:18 – Host intros
01:19 – Jon has a surprise for Brent
03:00 – Super Bowl banter
03:40 – Kelce brothers
05:13 – Schiff debate
07:02 – Brent reflects on his remarks about the Powell presser09:41 (CHART: Short covering rally)09:49 (CHART: Put/Call Ratio)
10:32 – Significance of upcoming CPI inflation report
13:33 – Monetary power struggle (Trifecta of Monetary Madness)
17:40 – Are the bears ready to fight another round?
20:14 – Credit Suisse – stock price saga and what is at stake20:45 and 22:45 (CHART: Credit Suisse stock price)
24:58 – China Spy Balloon
29:00 – E-A-G-L-E-S Eagles!
——————————
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, markets, or 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
*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.
Subscribe HERE and never miss a minute of the madness.*
The Fed and the FOMO
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
In this week’s episode there was a lot to dissect.The most significant non-surprise, surprise was how markets reacted to the Fed rate hike decision, and the conflicting message Powell delivered during his press conference.
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CHAPTERS
—————–
00:00 – Disclaimer
00:25 – Video intro
01:18 – Host intros
01:32 – Brent’s travel woes
02:22 – Vancouver Resource Investment Conference
02:58 – Guaging sentiment from conferences
03:35 – The massive “underperformance” of Gold Indexes
04:39 – Manipulation of “paper” gold
05:45 – Fed rate hike and soft landings
10:07 – Dissecting the Fed minutes and the Powell presser
12:40 – Follow the Fed or the FOMO
14:35 – What is the “pet rock” telling us?
16:45 – The yield curve predicts more than just recessions
19:00 – Is this a bear market bounce?
19:54 – Will the Fed sacrifice the labor market to avoid double dip inflation?
22:06 – Brent gives his February market forecast
23:10 – Career risk and why asset managers might buy the dip
24:25 – No more punchbowl
25:22 – Connect with us
——————————
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, markets, or 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
*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.
Subscribe HERE and never miss a minute of the madness.*
Surfing The Debt Super-Cyclone
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
https://youtube.com/watch?v=npNJYXtTmzgBig wave surfers are some of the biggest risk takers on the planet, but they also wear life vests in case of unexpected circumstances.
Unfortunately a lot of investors are swimming naked, and don’t see the rogue waves stacking up on the horizon that have dangerous potential of wiping them out.
In this episode, the Milkshakes Duo talk big wave surfing in Hawaii and the ocean of risks lurking for investors who paddle for the wrong wave.
Is this just the calm before the storm, and if so when will the seas of change start to rock the boat?
(poem mode activated)
One thing is certain, you want to make sure you already have shelter where you can hide, but don’t seek refuge under a debt-ceiling or you’re likely to get washed out with the tide.
In surfing, the saying is “know before you go”, so make sure you tune in to this week’s Milkshakes, Markets, Madness Show.
Whether you are watching from the shore, or paddling out in hopes of catching the ultimate ride, you won’t want to miss this episode because there is something for everyone waiting inside.
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TIMESTAMPS
——————–
00:00 – Disclaimer
00:25 – Video intro
01:18 – Host intros
02:04 – Go Birds! NFC Championship Game
03:10 – Crazy Philly sports fans
04:05 – The Pelosi Act
06:02 – Oil predictions
09:29 – Natural Gas
11:05 – The Goldilocks scenario (and why it won’t last)
13:06 – The Rogue Wave- How Brent is positioned
15:04 – The “Eddie”
16:54 – The gold hedge
19:15 – “Renting” the miners (Insurance vs. Religion)
20:47 – Dollar, gold, and how to trade “the extremes”
24:28 – Dollar short positioning
26:30 – Don’t get this wrong
28:09 – Debt Ceiling
29:10 – Surfing the dollar wave
29:57 – Stretching the rubberband and V-shape recoveries
33:29 – The 100% bet you do not want to make (Dollar Milkshake Theory)
34:07 – Salutations
——————————
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, markets, or 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
*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.
Subscribe HERE and never miss a minute of the madness.*
Calling Their Bluff
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
This is definitely our best episode yet.
Yeah, we talk sports in the beginning, but it ties into how Brent’s athletic experience molded his trading disciplines.
From there we move quickly into markets and how the foot race between bulls and bears to start 2023 is starting to show an early leader.
Also, for another week in a row, the Milkshake Duo is turning Japanese. This time they go a little deeper into the Japanese Yen carry trade and why it matters so much to investors and global markets.
Making Japan the example for more deep dive, Brent explains why eventually a government, and its central bank, will need to choose between the bond market or the currency – and why the bond market will always win.
Lots of knowledge shared in this episode, so grab your note pad and put your learning cap on, you are in for a treat … one might even go so far to say, a tasty milkshake!
————–
TIMESTAMPS
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00:00 – Disclaimer
00:25 – Video intro
01:18 – Host intros
2:13 – NCAA Football National Championship
4:32 – Basketball and Brent’s trading discipline
6:17 – In the trenches (Georgia Bulldog coach Kirby Smart pre-game speech)
LISTEN HERE: https://youtu.be/IyLQNA12PJo
7:57 – Setting the pace for markets in 2023
10:21 – Japan’s yield curve control
11:25 – The Yen carry trade explained
14:41 – The Perfect Storm – when the Yen carry trade reverses
17:03 – Japanese “Jawbone” Roulette and calling their bluff
19:57 – “Influencers”
20:43 – Bonds vs. Currency – both cannot be saved
23:25 – Why bonds will win
24:40 – How we choose show topics
———————————
JOIN THE MADNESS
———————————
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us next week for another episode, released every Saturday morning Eastern Standard Time.
Until then, don’t be bashful, share with us via Twitter any madness, markets or 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
*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.
Subscribe HERE and never miss a minute of the madness.*
Soft Landings and Hard Money
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
https://www.youtube.com/watch?v=GhNI_AR3TD8What a week of Madness.
Biden and his high-security storage (his garage) of classified documents was just the tip of the iceberg, or ice cream cone, or milkshake … whatever, it was a wild week.
In addition to discussing the latest CPI inflation report (Dec) and the potential of a soft-landing, the duo also banters about bitcoin, gold, and the debate of hard money versus elastic money.
They even answer a question from a viewer about the impact of Fed rate hikes on the Eurodollar market.
PLUS: Brent introduced a new “GOAT racing a horse analogy” – is the Dollar Milkshake Theory about to get an upgrade? Tune in to find out!
We think you are going to enjoy the latest, then again, we get it wrong more than right … at least that is the “kind” feedback Brent received on Twitter (which we highlight).
Whether off the high ropes, or from the foul line, this one is going to be a slam.
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JOIN THE MADNESS
———————————
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us next week for another episode, released every Saturday morning Eastern Standard Time.
Until then, don’t be bashful, share with us via Twitter any madness, markets or 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
*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.
Subscribe HERE and never miss a minute of the madness.*
Milkshakes are a Relative Game
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
You would think the first week of 2023 would take it easy on us, but noooo.
In our first episode of the year, and the first of Season 1 (last year has been named season zero), Brent and Jon cover a full range of madness even thought the year has only just begun.
The Japanese Central Bank, after December’s surprise announcement to “widen the band” of yield curve control, has decided to go full brrrr … but everyone knows you never go full brrrr.
In addition, the US Congress provided plenty of fodder and fumbling.
Speaking of fumbles, not much sports talk in this one, although there is a discussion about the drama between Greta Thunberg and Andrew Tate
As always, share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us next week for another episode, released every Saturday morning Eastern Standard Time.
Until then, don’t be bashful, share with us via Twitter any madness, markets or otherwise, you come across during the week.
*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.
Subscribe HERE and never miss a minute of the madness.*
Hedge Fund Storytellers and The Art of the Narrative
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
This week the mad duo takes assessment of 2022, specifically The Fed rate hikes.
Brent shares his thoughts on what is in store for markets in 2023, and Jon adds some perspective on the real estate market.
For those looking for more discussions around milkshakes and markets, this episode is for you.
Since this was a new experiment, and a new year is upon us, the first five episodes are being classified as season 0 (zero).
This means the first episode of 2023, will officially be Season 1, Ep 1.
As always, share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us next week for another episode, released every Saturday morning Eastern Standard Time.
Until then, don’t be bashful, share with us via Twitter any madness, markets or otherwise, you come across during the week.
*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.
Subscribe HERE and never miss a minute of the madness.*
Honey Badger don’t care, neither does the B.O.J.
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
https://youtu.be/J9Wk8ozTFwIThis week we talk madness in sports and madness in monetary policy.
Although “Milkshakes” is in the shows name, this is not a weekly show just about The Dollar Milkshake Theory.
However, given the recent Fed rate hike and the surprised announcement from the Bank of Japan that followed, it seemed appropriate that we let Brent hog the mic this episode as we talk global monetary policy and the breaking bad moment for the B.O.J.
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us next week for another episode, released every Saturday morning Eastern Standard Time.
Until then, don’t be bashful, share with us via Twitter any madness, markets or otherwise, you come across during the week.
*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.
Subscribe HERE and never miss a minute of the madness.*
The Fed is not Messi’in Around
https://youtu.be/m0P9wBMHLDcWelcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
This week there was no shortage of madness between one-sided prisoner swaps, Fed rate hikes, World Cup shoot-outs, and a Twitter personality … (full stop) hiring a private investigator to dox their hater. People are losing their minds!
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us next week for another episode, released every Saturday morning Eastern Standard Time.
Until then, don’t be bashful, share with us via Twitter any madness, markets or otherwise, you come across during the week.
*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.
Subscribe HERE and never miss a minute of the madness.*
Twitter “Fans” and their Love for the Milkshake Man
In the first “official” full-length episode of Milkshakes, Markets, & Madness we talk The World Cup Quarter-Finals, our latest book recommendations, and Brent gives us some context for the $80 Trillion of “notional” FX derivatives that was a hot topic this week on Twitter.
Speaking of Twitter, we also share a few of our favorite recent tweets from Brent’s haters … we mean, fans.
Stay tuned next week for our next episode, released every Saturday morning Eastern Standard Time.
SIDE NOTE: We optimized the audio as best we could in a post edit, but we have identified the reason for the volume imbalance.
We believe the post-production modifications that were made make this episode acceptable to enjoy, but not to our standard. We strive to have future episodes be of a professional quality.
*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.
Subscribe HERE and never miss a minute of the madness.*
Milkshakes, Markets, & Madness The Dollar Milkshake Theory, an idea created by Brent Johnson of Santiago Capital to explain the role of the … We Drink Your Milkshake Read More »