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
“What day is it today”, asked Winnie the Pooh.
“It’s the day we burn this motherf—–r to the ground”, squeaked Piglet.
“My favorite day”, said Pooh
Join Brent Johnson and Jon Kutsmeda as they explore the path to return American to greatness as a nation of the people, for the people.
Plus, dive deeper into yield curve inversions and what steepening is telling us.
All while Brent attempts to solve the mystery of the disappearing China bond holdings.
This and more on the latest Milkshakes Markets Madness Show.
https://youtu.be/chyAgJjNdEY
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FULL-LENGTH EPISODE
(October 22, 2023)
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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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BURN IT ALL DOWN
Season 01, Episode 76
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00:00 – Full-length intro
00:26 – How to navigate our channel
00:59 – China bond holdings teaser
01:56 – Weekly Recap: Gold, War, Tesla
Gold and War: https://youtu.be/k82x4c1_rvk
06:28 – Bullish fatigue
11:18 – Burn it all down
14:54 – Accepting “you don’t know”
17:56 – Yield curve steepening
22:13 – Don’t fight the Fed
27:27 – The pursuit of truth
30:09 – China, TIC Data, and De-dollarization
38:04 – The TL;DR of Brent’s TL;DR
42:31 – Brent’s final thoughts / Wrap-up
43:58 – Outro
44:11 – Disclaimer
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LEARN MORE
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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.
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JOIN THE MADNESS
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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.
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CONNECT WITH US
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To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod
You can follow Brent Johnson on Twitter at @SantiagoAuFund
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
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