33. The relentless bull market begs the question, is this time different?

  SEASON 01 – EPISODE 28 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 THIS TIME IS (NOT) DIFFERENT The title of the book by Carmen Reinhart and Kenneth Rogoff, This Time Is Different, has become a popular phrase in finance. It is often said with veiled sarcasm, because truthfully, it is NEVER different this time. Irrational behavior begets irrational markets, and no matter how good the good times seem, nothing goes up forever, unless… Learn more on the latest Milkshakes, Markets, and Madness Show. https://youtu.be/bObodCYIJb4 —————– CHAPTERS —————– 00:00 – Title screen 00:05 – Episode overview 02:09 – Disclaimer 02:11 – Video intro (5 seconds) 02:16 – Quiet week 03:07 – Russia mutiny 05:32 – False Flags 08:26 – War and the market response 12:37 – Quarter-end rebalancing 14:17 – Buying the pullback 16:33 – How to invest with a war 20:04 – Is this time different? 23:32 – High rates boosting credit 26:59 – The intoxicating bear case 30:33 – Reversion to the mean 32:16 – Summer doldrums 34:00 – Nothing makes sense 34:41 – Salutations 35:27 – Outro 35:42 – Disclaimer ——————— LEARN MORE ——————— 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. —————————— JOIN THE MADNESS —————————— 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. —————————— CONNECT WITH US —————————— To make sure you always get your weekly dose of Madness,