SEASON 01 – EPISODE 07
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, underneath the embedded video below.
In addition to the embedded video above, there is also an audio player at the bottom of this page
Brent reveals what The Fed dreams about and what keeps them up at night.
The Milkshake Duo also discusses the violent sideways tug-of-war in markets the last two weeks and why the end of T.I.N.A (there is no alternative) could mean pain ahead for stocks (and riskier assets).
Jon points out a possible weakness in the banking sector, meanwhile Brent shares his thoughts on real rates and where the “cash on the sideline” is hiding.
Plus – Super Bowl Reactions, a “ballistics expert” schools Brent on balloon science, and The Economist leaves bulls feeling deflated.
https://19i.3c3.mytemp.website/s01e07-violently-sideways-and-the-end-of-t-i-n-a/
It is all here on Season 1, Episode 7 of The Milkshakes, Markets, and Madness Show.
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CHAPTERS
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00:00 – Disclaimer
00:25 – Video intro
01:18 – Host intros
01:43 – Super Bowl reactions
03:38 – Philly fans vs. Kansas City fans
04:07 – Pulp Fiction
05:09 – Current market dichotomy and the “tug of war”
07:15 – Does option expiration matter?
09:00 – The Fed’s fight against FOMO and passive flows
12:06 – Is Powell a Hawk or a Dove
14:35 – Can the economy survive real rates
18:24 – Nature abhores a vaccuum
21:12 – Classic Twitter “expert”
22:37 – “The Economist” curse coming for inflation
23:07 – Salutations
23:24 – Outro / 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 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.
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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 Linktee.
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