89 épisodes
Milkshakes Markets Madness | Brent Johnson Brent Johnson and Jon Kutsmeda
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- Affaires
The Dollar Milkshake Theory, an idea created by Brent Johnson of Santiago Capital to explain the role of the US Dollar in the global monetary system, is a reference to the infamous milkshake scene in the movie “There Will Be Blood”.
The clever narrative, like all good tales, has taken on a life of its own, and just like the movie from which it credits its name, the “theory” has also attracted its share of haters.
Brent takes it all in stride and finds humor in the drama. Particularly that which occurs on Twitter, where he is a well-known antagonist and where most financial debates congregate nowadays.
So, Brent and his friend Jon Kutsmeda decided to share some of the social madness on a weekly show, while bringing some much needed perspective to the financial debate.
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117. Investors are unprepared for what is coming to financial markets in a nation divided
NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release.
INVESTING FOR CIVIL WAR
Financial markets are about to face the most uncertain time in history.
However, before you prepare for the chaos you must first decide what type of risks you are willing to take.
The stakes are high and unfortunately not every investor is going to make it.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/TxdJzbIiYbE
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FULL-LENGTH EPISODE 79
(June 02, 2024)
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The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
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CHAPTERS
Season 02, Episode 21
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00:00 – Intros
00:00 – Intros
00:22 – Rebel Capitalist
02:44 – Portfolio structure
05:04 – Silver trade explained
09:49 – Tactical trading
16:41 – Commodity investing
19:06 – Recession signals
23:51 – Hedging for market uncertainty
26:06 – Risk adjusted returns
30:51 – Political climate and market impacts
37:47 – The end of The Fed
40:10 – Preparing for Trump 2.0
41:08 – Closing Remarks
41:24 – Outros / Disclaimer
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CONNECT WITH US
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To make sure you always get your weekly dose of Market and Madness, please subscribe to our YouTube channel @MilkshakesPod
You can follow Brent Johnson on Twitter at @SantiagoAuFund
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page. -
116. What happens if the one stock holding up the world starts to crash?
NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release.
ONLY ONE STOCK
The weight of the world rests on the shoulders of one company.
But how did this happen?
One reason is the shift from active management to passive.
This is also why markets seem to only go one-way … up!
However, what goes up must also come down, and if the “one stock” falls then look out below.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/PNJivrGmhjw
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FULL-LENGTH EPISODE 78
(May 26, 2024)
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The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
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CHAPTERS
Season 02, Episode 20
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00:00 – Intros
00:27 – The Macro Alchemist
https://twitter.com/macro_alchemist
04:01 – The “One Stock”
09:07 – Extreme sentiment and positioning
13:01 – Revolutions and the Dotcom Bubble
18:36 – Passive vs. Active Management
25:33 – Yen carry trade unwind
30:19 – Commodities, metals, market volatility
38:48 – Closing Remarks
39:48 – Outros / Disclaimer
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CONNECT WITH US
——————————
To make sure you always get your weekly dose of Market and Madness, please subscribe to our YouTube channel @MilkshakesPod
You can follow Brent Johnson on Twitter at @SantiagoAuFund
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page. -
115. Stocks and gold hit new records, but are investors about to get surprised with a knockout punch?
NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release.
INVESTORS BEWARE (THE KNOCKOUT PUNCH)
It was a bumpy week for the YOLO crowd as GameStop tried to relive its short-squeeze glory of 2021.
Meme stocks weren’t the only ones taking punches, as some commodities were beat to a pulp, but orange juice wasn’t one of them as it hit a new all-time high.
Stocks and gold also rallied to new records.
Meanwhile, silver, unlike GameStop, did manage to reclaim some of it’s glory, fighting its way back to a 15-year high.
With all this good news, most investors are feeling invincible … but is the streak about to end?
Brent Johnson and Jon Kutsmeda give a ring-side review of the risks that could lead to a surprise knock-out punch.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/JFspApOvpFo
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FULL-LENGTH EPISODE 77
(May 19, 2024)
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The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
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CHAPTERS
Season 02, Episode 19
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00:00 – Intros
00:44 – Cringe Congress
04:28 – Retail Madness
06:36 – Commodity markets
11:13 – Trading strategies
15:47 – China and U.S. Treasury sales
20:30 – Commodity to Equity Ratio
22:43 – CPI Inflation data
25:05 – U.S. Dollar Weaponization
27:30 – Scotty Scheffler incident
31:30 – Closing Remarks
32:04 – Outros / Disclaimer
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CONNECT WITH US
——————————
To make sure you always get your weekly dose of Market and Madness, please subscribe to our YouTube channel @MilkshakesPod
You can follow Brent Johnson on Twitter at @SantiagoAuFund
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page. -
114. Is America evil or is it merely giving its enemies a taste of their own medicine?
NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release.
AMERICA IS EVIL
Is the U.S.A the good guy, or merely the lesser of all evils?
This week Brent Johnson and Jon Kutsmeda shine truth on what it means to be the hegemon, and why those predicting an imminent demise of the U.S. empire misunderstand the game of thrones being played.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/p2PEC-6REyY
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FULL-LENGTH EPISODE 76
(May 12, 2024)
————————————–
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
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CHAPTERS
Season 02, Episode 18
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00:00 – Intros
01:11 – Lessons from Game of Thrones
10:35 – Understanding power and geopolitics
32:29 – Fiscal Dominance and the Twin Deficits
35:22 – Role of the Treasury General Account (TGA)
40:05 – Dollar Milkshake Theory and the Imperial Cycle
44:48 – Weaponizing the U.S. Dollar
52:22 – The human need for certainty
59:27 – Government Power and its influence
1:09:35 – Closing Remarks
1:10:39 – Outros / Disclaimer
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CONNECT WITH US
——————————
To make sure you always get your weekly dose of Market and Madness, please subscribe to our YouTube channel @MilkshakesPod
You can follow Brent Johnson on Twitter at @SantiagoAuFund
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page. -
113. Has the world finally lost confidence in governments and their money printing charade?
NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release.
THE CRISIS OF CONFIDENCE
This time last week the Yen was on a meltdown that many believed marked the end of the Japanese currency.
However, it was able to step back from the ledge, perhaps with a little help from The Fed and the BOJ.
Meanwhile, the internet was in frenzy after a clip went viral showing an economic advisor for the Biden Admin stumbling through an explanation of why the government is not able to simply print money … or can it?
In our debt based financial system we are all playing musical chairs, until there is a crisis of confidence.
This week Brent Johnson and Jon Kutsmeda discuss how much longer we can expect to hear the music, and who will get the last chair standing.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/pCMghuPGqjw
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FULL-LENGTH EPISODE 75
(May 05, 2024)
————————————–
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
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CHAPTERS
Season 02, Episode 17
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00:00 – Intros
00:19 – Media and market theories
02:35 – Market psychology
04:42 – Currency confidence and predictions
07:07 – Japanese Yen and global currency dynamics
13:24 – MMT (Modern Monetary Theory)
18:49 – Currency wars and international relations
28:20 – Back channel communications
36:42 – The Confidence Game
What is Gold – https://youtu.be/MSafj5rjDSM
47:37 – Interest rates and upcoming economic data
54:41 – Closing Remarks
55:51 – Outros / Disclaimer
——————————
CONNECT WITH US
——————————
To make sure you always get your weekly dose of Market and Madness, please subscribe to our YouTube channel @MilkshakesPod
You can follow Brent Johnson on Twitter at @SantiagoAuFund
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to re... -
112. The $6 Trillion dollar industry poised for disruption – is this the next tech led extinction event?
NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release.
NEXT TO GO EXTINCT
Brent Johnson turns the spotlight on his co-host, Jon Kutsmeda, to learn more about the launch of his latest venture and what it could mean for a $6 Trillion industry dollar long-overdue for disruption – is this the next tech extinction event?
They also discuss the roller coaster ride in markets this past week and what Brent is focusing on in the month ahead.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/IPSvEcC0z9M
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FULL-LENGTH EPISODE 74
(April 28, 2024)
————————————–
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
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CHAPTERS
Season 02, Episode 16
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00:00 – Intros
00:45 – Recent market developments
02:50 – Market reactions to earnings data
07:38 – Global trends and currency markets
09:53 – Poised for disruption
12:14 – Mortgage Ai
https://www.LendZen.com
16:59 – State of the housing market
21:34 – Economic outlook
23:53 – Anticipating rate changes and market volatility
26:16 – Real estate market dynamics and mortgage selection
35:08 – Thinking like other market participants
45:13 – Closing Remarks
46:02 – Outros / Disclaimer
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LEARN MORE
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Every week, Brent Johnson and Jon Kutsmeda share videos with the goal to help simplify complex economic ideas and to bring some much needed perspective to the madness of financial markets, without the hype or drama.
If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, Madness.
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 for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here:
https://www.youtube.com/@MilkshakesPod/about
Until then, don’t be bashful,