91. Things are heating up as investors ignite a red-hot rally despite signs that everything is NOT fine

Milkshakes Markets Madness | Brent Johnson

Welcome back to Milkshakes, Markets, Madness.
Additional weekly content, including a Monday “Peek at the Week”, Flash Market Updates, and fringe topic discussions on the “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.

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THIS IS “NOT” FINE
The first big move up for stock and bond markets came two weeks ago after The Fed kept their benchmark rate unchanged for the 2nd consecutive month.
They rallied again after the NFP employment report missed expectations.
Investors, feeling like they have the hot hand, doubled-down this week after CPI inflation data also missed expectations, but ever-so-slightly.
The trend is your friend until it is not, and when sentiment gets this extreme it’s a good idea to be cautious, otherwise you might get burned.
It’s also a good idea, no matter what is going on around you, to stick to a framework.
In this full-length episode Brent Johnson and Jon Kutsmeda extinguish misconceptions about the Dollar Milkshake Theory and discuss how the framework helps Brent make money even when he is wrong.
They also offer a warning to investors who are staying late at the party. Nothing lasts forever, not even November rain.
This and more on the latest Milkshakes Markets Madness Show.
https://youtu.be/bKGFcPULnpk
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FULL-LENGTH EPISODE 54
(November 19, 2023)
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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. ***
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THIS IS “NOT” FINE
Season 01, Episode 86
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00:00 – “Dictator” intro
00:07 – How to navigate our channel
00:38 – Hot start, no follow through
Rate Cut Ramp Up: https://youtu.be/QlJjJsAawa0
03:02 – Dollar doom loop
06:13 – Up and to the right
09:46 – Always be prepared
Dollar Milkshake Theory: https://youtu.be/da6hMy5sp1M
17:31 – Everything is (not) fine
20:26 – Most important variable
Start Here Playlist: https://www.youtube.com/playlist?list=PL50tTdQmc6C5lwtgVOGVVeLoPaX6GBmDm
24:12 – Dollar deep dive “seminar”
27:08 – Put-call ratio
29:03 – Other sector thoughts … Oil
34:15 – Bitcoin short trade
36:31 – Bonds and banks teaser
37:35 – The “Dictator”
43:36 – Wrap-up / Monday Peek
45:33 – “November Rain” outro
45:40 – Disclaimer
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LEARN MORE
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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.
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JOIN THE MADNESS
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Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us for multiple episodes each week. The full content schedule can be found on the ABOUT page of our YouTube channel here:
https://www.youtube.com/@MilkshakesPod/about
Until then, don’t be bashful, share with us any madness you come across during the week.
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CONNECT WITH US
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To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod
You can follow Brent Johnson on Twitter at @SantiagoAuFund
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
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