Milkshakes Markets Madness | Brent Johnson Brent Johnson and Jon Kutsmeda

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. ***







———————-

CHAPTERS

Season 02, Episode 17

———————-

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





———————

LEARN MORE

———————

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.



——————————

JOIN THE MADNESS

——————————

Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!

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



————————————–

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. ***







———————-

CHAPTERS

Season 02, Episode 16

———————-

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





———————

LEARN MORE

———————

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.



——————————

JOIN THE MADNESS

——————————

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,

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.





END OF AN EMPIRE





Is the sudden rise in the price of gold a sign of the endgame, or just further proof the U.S. still controls the “one ring” that rules them all.



The end of the U.S. empire is inevitable, but seizing the throne can take longer and require more pain than most realize.



Join Brent Johnson and Jon Kutsmeda as they discuss gold, war, and whether the reign of U.S. hegemony is finally about to end.



This and more on the latest episode of MILKSHAKES MARKETS MADNESS.



https://youtu.be/6Y3VBdWo0MQ



————————————–

FULL-LENGTH EPISODE 72

(April 14, 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. ***







———————-

CHAPTERS

Season 02, Episode 14

———————-

00:00 – Intros



01:19 – The End of Dollar Hegemony



10:40 – Accepting the Reality of the Situation



27:38 – Transacting vs Pricing in Different Currencies



36:20 – Challenging the Dominance of the US Dollar



44:59 – The Complexities and Challenges of Changing the Global Financial Order



53:00 – Gold as an Insurance Policy and Understanding Real-World Consequences



1:07:13 – Closing Remarks



1:08:14 – Outro / Disclaimer





———————

LEARN MORE

———————

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.



——————————

JOIN THE MADNESS

——————————

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, connect with us…



——————————

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 FED IS TRAPPED





Brent got stuck recording this episode without air conditioning, but he isn’t the only one feeling the heat.



The Fed desperately wants to cut rates to save the banking system from collapse, but they are stuck between a rock (politics) and a hard place (record high asset prices).



The equity markets aren’t the only ones who can see the Fed sweating. Bitcoin and the YOLO crowd are also raising the temperature as crypto prices have surged without a rate cut in sight.



Is this just irrational exuberance and the sign of a top, or has the market correctly called the Fed’s bluff?



Can risk assets continue to melt-up as the banks melt down?



Find out with Brent Johnson and Jon Kutsmeda in the latest episode of MILKSHAKES MARKETS MADNESS.



https://youtu.be/cjDgWT8BC5c



————————————–

FULL-LENGTH EPISODE 67

(March 10, 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. ***







———————-

CHAPTERS

Season 02, Episode 09

———————-

00:00 – Intros



00:24 – Irrational Exuberance in Markets



03:50 – The Need for a Market Pullback



07:22 – Central Bankers and Market Sentiment



10:15 – Market Expectations and Fed’s Rate Cuts



13:31 – Potential Problems in Commercial Real Estate and Banking



16:21 – Political Division and Social Factors



20:37 – Gold, Miners, and Liquidity



22:37 – Revisions in Non-Farm Payrolls and Market Sentiment



25:30 – Bitcoin and Liquidity



30:41 – US Dollar as a Safe Haven



33:54 – Portfolio Allocation and Certainty



40:07 – Bitcoin and Portfolio Allocation



44:19 – US Dollar as a Safe Haven



45:09 – Salutation



45:31 – Outro / Disclaimer





———————

LEARN MORE

———————

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.



——————————

JOIN THE MADNESS

——————————

Share your thoughts with a comment on the a href="http...

WALL ST BOOM AND DOOM





Can the Magnificent 7 carry the torch for a 2nd year in a row, or are they already priced for perfection?



The stock market is a graveyard of heroes who misunderstood the risks ahead of them, and as the Fed tries talking back rate cut expectations it appears the herd is running full speed to their slaughter.



Brent Johnson and Jon Kutsmeda discuss the pitfalls of being a dare devil in financial markets on the latest episode of Milkshakes Markets Madness.



https://youtu.be/6nZse23FrGo



————————————–

FULL-LENGTH EPISODE 60

(January 21, 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. ***







———————-

CHAPTERS

Season 02, Episode 02

———————-

00:00 – Episode overview



00:28 – “Trading Places” intro



00:34 – Being misunderstood



05:02 – Tail wagging the dog



07:04 – Confusing cause and effect



10:38 – Led to the slaughter



14:30 – Dead heroes



16:52 – Certainty arbitrage



20:39 – Mag 7 and resetting expectations



25:44 – Fed scorecard



33:24 – USA vs. The World



36:12 – Getting dumped by the dollar



38:42 – Wrap-up



39:19 – “Hero” outro



39:26 – Disclaimer





———————

LEARN MORE

———————

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.



——————————

JOIN THE MADNESS

——————————

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, connect with us…



——————————

CONNECT WITH US

——————————

To make sure you always get your weekly dose of Market and Madness, please subscribe to our YouTube channel a href="https://www....

GOING ALL IN





Brent Johnson and Jon Kutsmeda are back for Season 2 of Milkshakes Markets Madness.



It’s only the middle of January, but with two important weeks of economic data behind us markets are already showing their cards.



With multiple Fed rate cuts priced in for 2024, investors are trying to call Powell’s bluff by going all-in with the expectation of a repeat of last year’s bull run.



But before you get too excited, make sure you have your head in the right state of mind, and the Milkshakes Duo are here to help you do just that.



This and more on the latest Milkshakes Markets Madness Show.



https://youtu.be/9qfT2_3W5M4



————————————–

FULL-LENGTH EPISODE 59

(January 14, 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. ***







———————-

GO ALL IN

Season 02, Episode 01

———————-

00:00 – Episode overview



00:36 – “Casino Royale” intro



00:41 – Welcome to Season 2



01:29 – Back, back, to Cali, Cali

Crocs of the Courts: https://youtu.be/3wif7eDhjyA



03:15 – Last week’s employment data (NFP)



05:56 – Priced for perfection



10:12 – Nothing is certain



14:07 – Prepare for volatility



16:01 – Going all-in



18:02 – Managing the voices (and expectations)



24:25 – Client conversation (example)



26:08 – The “NEW” Magnificent 7



31:45 – Powell and polar opposites

Dollar Milkshake Theory: https://youtu.be/da6hMy5sp1M



Start Here: https://www.youtube.com/playlist?list=PL50tTdQmc6C5lwtgVOGVVeLoPaX6GBmDm



35:25 – Debt Crisis and Gold



39:03 – Bitcoin ETF



41:24 – Wrap-up

Milkshakes Pod Store: https://store.milkshakespod.com/



42:45 – Brent’s final thoughts



44:12 – “Magnificent Seven” outro



44:19 – Disclaimer





———————

LEARN MORE

———————

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.



——————————

JOIN THE MADNESS

————————...