35. Will bearish beatdowns continue or is the party over for the bulls?

  SEASON 01 – EPISODE 30 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 BEARISH MARKET BEATDOWN Brent reflects on what he got wrong in the first half of 2023, where he sees markets heading the rest of the year, and how he believes those predictions could also prove to be wrong. Is this the end of the narrative driven bull market, or will Jerome Powell cement his legacy by pulling off a soft landing? Learn more on the latest Milkshakes, Markets, and Madness Show. https://youtu.be/wkKv6qGw4es —————– CHAPTERS —————– 00:00 – Title screen 00:05 – Episode overview 01:29 – Disclaimer 01:31 – Video intro (5 seconds) 01:36 – Milkshakes milestones 02:59 – Employment data 04:54 – Where Brent got it wrong 07:45 – The Common Knowledge Game 09:00 – Non-Farm Payrolls 09:54 – Violently Sideways 11:11 – Liquidity headwinds 15:55 – B-BTFD 16:18 – How Brent could be wrong 22:40 – Soft landings 25:23 – Sell US, buy EM 26:03 – The Schiff gold coin bet 26:53 – Meta “Threads” and embracing the hate 29:20 – BRICS cliffhanger 31:40 – Salutations 32:09 – Outro 32:22 – 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,