SEASON 01 – EPISODE 09
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
Things are never quite as they seem in financial markets, and it is usually just when we think we know what will happen next that we miss the inevitable outcome that was right under our boots all along.
This week the Milkshakes Duo dissect the obvious market risks and dig up a few “not-so-obvious” tailwinds buried in the snow.
Is a mega-avalanche looming atop the market peak, or dare we say it, has the perma-bear-frost thawed to make room for a new Spring season in the economy?
Find out on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/8v6yj1VSwuE
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CHAPTERS
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00:00 – Disclaimer
00:25 – Video intro (Short)
00:55 – Host intros
01:38 – Dueling narratives
04:12 – Are rate hikes making inflation worse?
06:24 – Grading Jerome Powell’s rate hiking campaign … so far
09:43 – The rate hike tail wind
11:47 – Getting paid to wait
14:40 – Threatened by an avalanche of risk
16:30 – Hello, is it loan growth you are looking for?
17:16 – Battling businesses adds to borrowing
(Brent has technical difficulties at 19:05)
20:27 – Forecasting a financial avalanche in the Spring of economic growth
(Brent rejoins the studio)
23:32 – The “real economy” to the rescue and the return of the value investor
26:00 – The Super Bowl of Monetary Policy
29:53 – Salutations
30:41 – 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 Linktree.
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