SEASON 01 – EPISODE 30
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
Brent reflects on what he got wrong in the first half of 2023, where he sees markets heading the rest of the year, and how he believes those predictions could also prove to be wrong.
Is this the end of the narrative driven bull market, or will Jerome Powell cement his legacy by pulling off a soft landing?
Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/wkKv6qGw4es
—————–
CHAPTERS
—————–
00:00 – Title screen
00:05 – Episode overview
01:29 – Disclaimer
01:31 – Video intro (5 seconds)
01:36 – Milkshakes milestones
02:59 – Employment data
04:54 – Where Brent got it wrong
07:45 – The Common Knowledge Game
09:00 – Non-Farm Payrolls
09:54 – Violently Sideways
11:11 – Liquidity headwinds
15:55 – B-BTFD
16:18 – How Brent could be wrong
22:40 – Soft landings
25:23 – Sell US, buy EM
26:03 – The Schiff gold coin bet
26:53 – Meta “Threads” and embracing the hate
29:20 – BRICS cliffhanger
31:40 – Salutations
32:09 – Outro
32:22 – 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.
Podcast: Play in new window | Download