97. Markets are pricing in multiple rate cuts, so is it time to go all-in or does the bull run end here?

GOING ALL IN Brent Johnson and Jon Kutsmeda are back for Season 2 of Milkshakes Markets Madness. It’s only the middle of January, but with two important weeks of economic data behind us markets are already showing their cards. With multiple Fed rate cuts priced in for 2024, investors are trying to call Powell’s bluff by going all-in with the expectation of a repeat of last year’s bull run. But before you get too excited, make sure you have your head in the right state of mind, and the Milkshakes Duo are here to help you do just that. This and more on the latest Milkshakes Markets Madness Show. https://youtu.be/9qfT2_3W5M4 ————————————– FULL-LENGTH EPISODE 59 (January 14, 2024) ————————————– 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. *** ———————- GO ALL IN Season 02, Episode 01 ———————- 00:00 – Episode overview 00:36 – “Casino Royale” intro 00:41 – Welcome to Season 2 01:29 – Back, back, to Cali, Cali Crocs of the Courts: https://youtu.be/3wif7eDhjyA 03:15 – Last week’s employment data (NFP) 05:56 – Priced for perfection 10:12 – Nothing is certain 14:07 – Prepare for volatility 16:01 – Going all-in 18:02 – Managing the voices (and expectations) 24:25 – Client conversation (example) 26:08 – The “NEW” Magnificent 7 31:45 – Powell and polar opposites Dollar Milkshake Theory: https://youtu.be/da6hMy5sp1M Start Here: https://www.youtube.com/playlist?list=PL50tTdQmc6C5lwtgVOGVVeLoPaX6GBmDm 35:25 – Debt Crisis and Gold 39:03 – Bitcoin ETF 41:24 – Wrap-up Milkshakes Pod Store: https://store.milkshakespod.com/ 42:45 – Brent’s final thoughts 44:12 – “Magnificent Seven” outro 44:19 – Disclaimer ——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda share videos with the goal to help simplify complex economic ideas and to bring some much needed perspective to the madness of financial markets, without the hype or drama. If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, Madness. 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 ————————...

Om Podcasten

The Dollar Milkshake Theory, an idea created by Brent Johnson of Santiago Capital to explain the role of the US Dollar in the global monetary system, is a reference to the infamous milkshake scene in the movie “There Will Be Blood”. The clever narrative, like all good tales, has taken on a life of its own, and just like the movie from which it credits its name, the “theory” has also attracted its share of haters. Brent takes it all in stride and finds humor in the drama. Particularly that which occurs on Twitter, where he is a well-known antagonist and where most financial debates congregate nowadays. So, Brent and his friend Jon Kutsmeda decided to share some of the social madness on a weekly show, while bringing some much needed perspective to the financial debate.