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
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FULL-LENGTH EPISODE 60
(January 21, 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 02
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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
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LEARN MORE
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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
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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, connect with us…
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CONNECT WITH US
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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.
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