77. War fears escalate as investors brace for impact from risks never seen before

  Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” series, are all 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 BRACE FOR IMPACT If last week was any indication of what Q4 is about to deliver, then investors better brace for impact. Volatility is back, but this should have been expected since we are experiencing a market paradigm not seen since … ever. Brent Johnson and Jon Kutsmeda explore the plethora of macro events that unfolded on financial markets this past week as they weigh the potential fall-out from the Hamas attack on Israel less than 24-hours ago. Can peace prevail or will the world choose sides as we teeter on the brink of war. This and more on the latest Milkshakes Markets Madness Show. https://youtu.be/5Nsk21mGMNI ————————————– FULL-LENGTH EPISODE (October 08, 2023) ————————————– 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. *** ———————- BRACE FOR IMPACT Season 01, Episode 72 ———————- 00:00 – Full-length intro 00:26 – How to navigate our channel 00:54 – Inflection point 02:26 – Non-Farm Payrolls 03:51 – Interpreting jobs data reaction 07:31 – Not seen since…ever 11:29 – Coming to terms with reality 12:54 – Curve steepening and controlled demolition 17:22 – Is the world rejecting U.S. bonds? The Ultimate Weapon: https://youtu.be/86thtH6eVgo Dollar Withdraw Penalty: https://youtu.be/sv5vvqw4MZU 22:14 – Japanese Yen intervention 24:23 – Counter trend rally 27:02 – Gold bug guest teaser Free Market Vigilante: https://youtu.be/9HSRaEZ8nfQ 27:55 – Brent’s oil trade 33:23 – Market impact of Hamas attack on Israel 37:10 – East vs. West 42:01 – Keep your head 43:22 – Wrap-up 43:54 – Outro 44:08 – 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,