21. S01:E16 – U.S. Dollar Death Threat and the Q1 Review

 

SEASON 01 – EPISODE 16

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

U.S. DOLLAR DEATH THREAT AND THE Q1 REVIEW

The first quarter is in the books, so the Milkshake Duo look back at the core themes they discussed in the first months of 2023.

One of the most maddening for Brent, not just during this year but ever since he created the “Dollar Milkshake Theory”, has been the relentless claims the end of US Dollar hegemony is at our doorstep.

This clickbait bandwagon narrative really picked up this week, and Brent made sure to address the unwavering attacks in this episode.

Are we about to witness the final battle for the reserve currency?

Tune in to find out on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/sj9SlOwCz8Q


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CHAPTERS
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00:00 – Disclaimer

00:23 – Video intro (Short)

00:49 – About Us

01:18 – Q1 themes

02:00 – At look at Violently Sideways

04:24 – The shackles of certainty

07:06 – Skeptics vs. Contrarians

10:31 – Where’s Waldo (Brent)?

11:36 – The easy money has been made, sell in May and fight The Fed another day

15:37 – Know-it-alls, bullies, and playing poker with dry powder

19:44 – Clickbait bias and going all-in

23:37 – Breaking the bad news to Brent … that the dollar is doomed

26:16 – Go BRIC, go broke

28:32 – “The Politics” of Dedollarization

31:19 – The Q1 recap, recap

32:12 – The death defying dollar (inevitable is not imminent)

34:20 – Salutations

35:10 – 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

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