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

Milkshakes Markets Madness | Brent Johnson

GO 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
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FULL-LENGTH EPISODE 59
(January 14, 2024)
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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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GO ALL IN
Season 02, Episode 01
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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
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LEARN MORE
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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.
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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, connect with us…
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CONNECT WITH US
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To make sure you always get your weekly dose of Market and 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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