38. The party is over, the dollar will rise, and hell is coming

  Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week” and a Midweek Update, are available exclusively on the YouTube Channel. 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 HELL IS COMING Even professional asset managers are feeling the pressure from FOMO. However, the longer the rally goes the higher The Fed will hike. So, before you start partying with the bulls make sure you look overseas to the growing tsunami of risks. Hell is coming, and the market crash is about to unfold in a way you least expect… Learn more on the latest Milkshakes, Markets, and Madness Show. https://youtu.be/XaLWESLvdQU ————————————– SEASON 01, EPISODE 33 ————————————– 00:00 – Title screen 00:03 – Disclaimer 00:05 – Video intro (25 seconds) 00:31 – Brent’s feminine side 01:42 – Brent has FOMO 04:03 – Looming risks 06:25 – Nickels in the gator’s jaw 08:18 – Buy the rumor, sell the news 11:02 – Filling the hole 12:56 – Hell for risk assets 16:04 – The inflation fire 17:29 – The goldilocks landing 22:01 – Carry-trades and why the Japanese Yen matters 26:33 – Rising together 27:46 – Liquidity signal 28:10 – The “X” factor 31:03 – The MMM rebrand 33:27 – Salutations 35:08 – Outro 35:22 – 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. ——————————