94. Fed rate cut expectations soar along with asset prices, but winter is coming…

Milkshakes Markets Madness | Brent Johnson

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WINTER IS COMING
If one week was chosen to define the year, this past week would be a leading candidate.
In fact, the entire month probably deserves our vote.
November may have felt like the crescendo but we still must await the coda, and as the holiday season approaches recent market “misbehavior” will likely put investors on the naughty list.
Stocks, bonds, and everything but the dollar soared higher this week on barely a “ho ho ho” from Santa Powell.
Tis’ the season to be merry and the bulls have plenty to be thankful for this year, but the bears can feel it in their bones … winter is coming.
This and more on the latest Milkshakes Markets Madness Show.
https://youtu.be/56qikL21gSA
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FULL-LENGTH EPISODE 56
(December 03, 2023)
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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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WINTER IS COMING
Season 01, Episode 89
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00:00 – “Winter is Coming” intro
00:11 – About the show
00:48 – Biggest month of the year
04:31 – Right direction, wrong magnitude
06:51 – Volatility is coming
07:39 – Cope and FOMO
10:37 – March rate cut rationale
13:27 – Not-so-perma bear
15:29 – Pain is coming
20:18 – Be prepared
Bond Market Bloodbath: https://youtu.be/zh00yVIvlcU
26:30 – Gold and sentiment
31:48 – Brent is short the U.S. dollar, but…
36:29 – Winter is coming, be prepared
39:20 – The week ahead
40:43 – Brent’s final thoughts (“If”)
41:49 – Wrap-up
43:00 – “Winter Wonderland” outro
43:07 – Disclaimer
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LEARN MORE
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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.
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JOIN THE MADNESS
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https://www.youtube.com/@MilkshakesPod/about
Until then, don’t be bashful, share with us any madness you come across during the week.
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CONNECT WITH US
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