Welcome back to Milkshakes, Markets, Madness.
Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are 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.
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Even professional asset managers are feeling the pressure from FOMO.
However, the longer the rally goes the higher The Fed will hike.
So, before you start partying with the bulls make sure you look overseas to the growing tsunami of risks.
Hell is coming, and the market crash is about to unfold in a way you least expect…
Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/XaLWESLvdQU
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SEASON 01, EPISODE 33
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00:00 – Title screen
00:03 – Disclaimer
00:05 – Video intro (25 seconds)
00:31 – Brent’s feminine side
01:42 – Brent has FOMO
04:03 – Looming risks
06:25 – Nickels in the gator’s jaw
08:18 – Buy the rumor, sell the news
11:02 – Filling the hole
12:56 – Hell for risk assets
16:04 – The inflation fire
17:29 – The goldilocks landing
22:01 – Carry-trades and why the Japanese Yen matters
26:33 – Rising together
27:46 – Liquidity signal
28:10 – The “X” factor
31:03 – The MMM rebrand
33:27 – Salutations
35:08 – Outro
35:22 – 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 Linktree.
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