25. S01:E20 – Waiting for the Next Crash

  SEASON 01 – EPISODE 20 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 further below. On our website there is an embedded video above and an audio player at the bottom of the page WAITING FOR THE NEXT CRASH This week the Milkshake Duo play contrarian to their own bearish bias, as they try to crack the code on why markets refuse to crash despite all the obvious reasons it should. It’s another one of those reminders that conviction should not be confused as certainty, and inevitable does not mean imminent. Learn more on the latest Milkshakes, Markets, and Madness Show. https://youtu.be/2gYQZVu1B0Y —————– CHAPTERS —————– 00:00 – Disclaimer 00:23 – Video intro (Short) 00:49 – About the show 01:12 – Maddening markets 03:00 – Brent’s dual mandate 04:54 – Fighting our bias 06:00 – Switch your view to find the rainbow 07:55 – Clarity in the absence of certainty 09:03 – Housing market resilience 11:06 – Take the opposite view … of yourself 12:29 – Looming on the horizon 15:23 – Can the economy handle real rates 19:30 – Turning Japanese 21:03 – Failing banks and forced sellers 24:38 – Coordinated dollar weakness 31:44 – Do the work (digging up the facts) 34:44 – Latam capital flight 36:03 – Wait for the sucker punch 37:12 – Salutations 37:46 – Outro / Disclaimer ——————— LEARN MORE ——————— 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 ——————————