SEASON 01 – EPISODE 03
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
This is definitely our best episode yet.
Yeah, we talk sports in the beginning, but it ties into how Brent’s athletic experience molded his trading disciplines.
From there we move quickly into markets and how the foot race between bulls and bears to start 2023 is starting to show an early leader.
Also, for another week in a row, the Milkshake Duo is turning Japanese. This time they go a little deeper into the Japanese Yen carry trade and why it matters so much to investors and global markets.
Making Japan the example for more deep dive, Brent explains why eventually a government, and its central bank, will need to choose between the bond market or the currency – and why the bond market will always win.
Lots of knowledge shared in this episode, so grab your note pad and put your learning cap on, you are in for a treat … one might even go so far to say, a tasty milkshake!
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CHAPTERS
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00:00 – Disclaimer
00:25 – Video intro
01:18 – Host intros
2:13 – NCAA Football National Championship
4:32 – Basketball and Brent’s trading discipline
6:17 – In the trenches (Georgia Bulldog coach Kirby Smart pre-game speech)
LISTEN HERE: https://youtu.be/IyLQNA12PJo
7:57 – Setting the pace for markets in 2023
10:21 – Japan’s yield curve control
11:25 – The Yen carry trade explained
14:41 – The Perfect Storm – when the Yen carry trade reverses
17:03 – Japanese “Jawbone” Roulette and calling their bluff
19:57 – “Influencers”
20:43 – Bonds vs. Currency – both cannot be saved
23:25 – Why bonds will win
24:40 – How we choose show topics
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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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