SEASON 01 – EPISODE 25
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
In a very special episode full of madness the Milkshakes Duo is joined by the Macro Mad Hatter, the Acid Capitalist himself, Hugh Hendry.
What could we possibly say about Hugh that would paint a picture any better than letting Hugh say it himself.
We hope you are ready for a long strange trip as we navigate an acid flashback like none other.
Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/MBhpGSORC0A
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CHAPTERS
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00:00 – Title screen
00:05 – Episode overview
01:06 – Disclaimer
01:08 – Video intro (5 seconds)
01:13 – Reckless behavior in St. Barths
03:48 – Healing Hugh (Microdose morning routine)
06:00 – Managing billions and pursuing false gods
11:11 – Acid Capitalist and The Beatles
16:42 – QE and altering the risk mindset
21:42 – The silent depression
22:25 – The Last Bear
24:23 – Investing without prejudice
26:51 – Where Mean Reversion matters
29:28 – China, MMT, and negative rates
36:13 – What is money
38:44 – US Dollar and deficit benevolence
44:52 – Eurodollar Pawn Shop
50:00 – Inverted Yield Curves and Dead Economists
52:55 – Plunge Protection Squad
54:16 – Bitcoin and if Hugh ran the Fed
56:48 – Housing Bubble 2.0
1:01:13 – Ai dystopia
1:04:49 – Banks are dead
1:05:57 – Biden, Trump, and a “Lotto Democracy”
1:08:54 – Tequila sunrise
1:11:25 – Join Hugh in St. Barths
1:12:47 – Favorite book
1:14:43 – How to find Hugh
1:15:14 – Acid Cap .com
1:16:20 – Outro
1:16:34 – 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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