SEASON 01 – EPISODE 04
Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.
If you are new to the show please read the LEARN MORE section which follows the show description and chapter timestamps, underneath the embedded video below.
In addition to the embedded video above, there is also an audio player at the bottom of this page
Big wave surfers are some of the biggest risk takers on the planet, but they also wear life vests in case of unexpected circumstances.
Unfortunately a lot of investors are swimming naked, and don’t see the rogue waves stacking up on the horizon that have dangerous potential of wiping them out.
In this episode, the Milkshakes Duo talk big wave surfing in Hawaii and the ocean of risks lurking for investors who paddle for the wrong wave.
Is this just the calm before the storm, and if so when will the seas of change start to rock the boat?
(poem mode activated)
One thing is certain, you want to make sure you already have shelter where you can hide, but don’t seek refuge under a debt-ceiling or you’re likely to get washed out with the tide.
In surfing, the saying is “know before you go”, so make sure you tune in to this week’s Milkshakes, Markets, Madness Show.
Whether you are watching from the shore, or paddling out in hopes of catching the ultimate ride, you won’t want to miss this episode because there is something for everyone waiting inside.
00:00 – Disclaimer
00:25 – Video intro
01:18 – Host intros
02:04 – Go Birds! NFC Championship Game
03:10 – Crazy Philly sports fans
04:05 – The Pelosi Act
06:02 – Oil predictions
09:29 – Natural Gas
11:05 – The Goldilocks scenario (and why it won’t last)
13:06 – The Rogue Wave- How Brent is positioned
15:04 – The “Eddie”
16:54 – The gold hedge
19:15 – “Renting” the miners (Insurance vs. Religion)
20:47 – Dollar, gold, and how to trade “the extremes”
24:28 – Dollar short positioning
26:30 – Don’t get this wrong
28:09 – Debt Ceiling
29:10 – Surfing the dollar wave
29:57 – Stretching the rubberband and V-shape recoveries
33:29 – The 100% bet you do not want to make (Dollar Milkshake Theory)
34:07 – Salutations
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.
JOIN THE MADNESS
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!
Join us each week for another episode, released every Saturday morning Eastern Standard Time.
Until then, don’t be bashful, share with us any madness you come across during the week.
CONNECT WITH US
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 Linktee.
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