81. Dive into a world on the brink, chart crimes unsolved, and yield curve recessions

  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 BURN IT ALL DOWN “What day is it today”, asked Winnie the Pooh. “It’s the day we burn this motherf—–r to the ground”, squeaked Piglet. “My favorite day”, said Pooh Join Brent Johnson and Jon Kutsmeda as they explore the path to return American to greatness as a nation of the people, for the people. Plus, dive deeper into yield curve inversions and what steepening is telling us. All while Brent attempts to solve the mystery of the disappearing China bond holdings. This and more on the latest Milkshakes Markets Madness Show. https://youtu.be/chyAgJjNdEY ————————————– FULL-LENGTH EPISODE (October 22, 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. *** ———————- BURN IT ALL DOWN Season 01, Episode 76 ———————- 00:00 – Full-length intro 00:26 – How to navigate our channel 00:59 – China bond holdings teaser 01:56 – Weekly Recap: Gold, War, Tesla Gold and War: https://youtu.be/k82x4c1_rvk 06:28 – Bullish fatigue 11:18 – Burn it all down 14:54 – Accepting “you don’t know” 17:56 – Yield curve steepening 22:13 – Don’t fight the Fed 27:27 – The pursuit of truth 30:09 – China, TIC Data, and De-dollarization 38:04 – The TL;DR of Brent’s TL;DR 42:31 – Brent’s final thoughts / Wrap-up 43:58 – Outro 44:11 – 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