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118. Rate cuts have begun as the economy sputters, but inflation and asset bubbles still pose a threat
NOTICE: Full-length episodes are published first on YouTube every Sunday, then distributed to the pod feeds and other outlets on Wednesday. Visit our YouTube Channel to watch the videos when they are first released.
RATE CUT BLOW UP
The U.S. economy, although showing signs of weakness, continues to remain resilient in the face of tight monetary policy.
However, central banks in other countries are less confident about their own economic outlook as a few announced rate cuts this week.
Do they know something The Fed doesn’t or is this just another example of the Dollar Milkshake Theory unfolding in real-time as global liquidity continues to seek shelter in the U.S. markets.
This is good news for foreign policy and the weaponization of the dollar, but it is also causing stubborn asset bubbles that risk undermining the Fed’s goal of a soft landing.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/TxdJzbIiYbE
————————————–
FULL-LENGTH EPISODE 80
(June 09, 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. ***
———————-
CHAPTERS
Season 02, Episode 22
———————-
00:00 – Intros
01:05 – Dollar Milkshakes Masterclass
06:52 – Macro Alchemist
09:10 – Market overview
18:35 – Central bank policies
27:21 – Impacts of passive investing
32:07 – Weaponization of the Dollar
34:22 – Gamestop
38:17 – Closing Remarks
39:24 – Outros / Disclaimer
——————————
CONNECT WITH US
——————————
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
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page.
View all episodes
4.7
3939 ratings
NOTICE: Full-length episodes are published first on YouTube every Sunday, then distributed to the pod feeds and other outlets on Wednesday. Visit our YouTube Channel to watch the videos when they are first released.
RATE CUT BLOW UP
The U.S. economy, although showing signs of weakness, continues to remain resilient in the face of tight monetary policy.
However, central banks in other countries are less confident about their own economic outlook as a few announced rate cuts this week.
Do they know something The Fed doesn’t or is this just another example of the Dollar Milkshake Theory unfolding in real-time as global liquidity continues to seek shelter in the U.S. markets.
This is good news for foreign policy and the weaponization of the dollar, but it is also causing stubborn asset bubbles that risk undermining the Fed’s goal of a soft landing.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/TxdJzbIiYbE
————————————–
FULL-LENGTH EPISODE 80
(June 09, 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. ***
———————-
CHAPTERS
Season 02, Episode 22
———————-
00:00 – Intros
01:05 – Dollar Milkshakes Masterclass
06:52 – Macro Alchemist
09:10 – Market overview
18:35 – Central bank policies
27:21 – Impacts of passive investing
32:07 – Weaponization of the Dollar
34:22 – Gamestop
38:17 – Closing Remarks
39:24 – Outros / Disclaimer
——————————
CONNECT WITH US
——————————
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
Learn more about investing with Brent at https://SantiagoCapital.com
You can follow Jon Kutsmeda on Twitter at @JonKutsmeda
Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com
More links to the show, including your favorite podcast feed, can be found on the SUBSCRIBE page of this website or via our Linktree.
^^CLICK HERE^^ to return to the top of the page.