9. S01:E04 – Investing for Rogue Waves



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.

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Surfing The Debt Super-Cyclone

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.

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.

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You can follow Brent Johnson on Twitter at @SantiagoAuFund

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda

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