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115. Stocks and gold hit new records, but are investors about to get surprised with a knockout punch?

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Manage episode 419436659 series 3426925
Content provided by Brent Johnson and Jon Kutsmeda, Brent Johnson, and Jon Kutsmeda. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brent Johnson and Jon Kutsmeda, Brent Johnson, and Jon Kutsmeda or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release.
INVESTORS BEWARE (THE KNOCKOUT PUNCH)

It was a bumpy week for the YOLO crowd as GameStop tried to relive its short-squeeze glory of 2021.
Meme stocks weren’t the only ones taking punches, as some commodities were beat to a pulp, but orange juice wasn’t one of them as it hit a new all-time high.
Stocks and gold also rallied to new records.
Meanwhile, silver, unlike GameStop, did manage to reclaim some of it’s glory, fighting its way back to a 15-year high.
With all this good news, most investors are feeling invincible … but is the streak about to end?
Brent Johnson and Jon Kutsmeda give a ring-side review of the risks that could lead to a surprise knock-out punch.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/JFspApOvpFo
————————————–
FULL-LENGTH EPISODE 77
(May 19, 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 19
———————-

00:00 – Intros
00:44 – Cringe Congress
04:28 – Retail Madness
06:36 – Commodity markets
11:13 – Trading strategies
15:47 – China and U.S. Treasury sales
20:30 – Commodity to Equity Ratio
22:43 – CPI Inflation data
25:05 – U.S. Dollar Weaponization
27:30 – Scotty Scheffler incident
31:30 – Closing Remarks
32:04 – 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.

  continue reading

94 episodes

Artwork
iconShare
 
Manage episode 419436659 series 3426925
Content provided by Brent Johnson and Jon Kutsmeda, Brent Johnson, and Jon Kutsmeda. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brent Johnson and Jon Kutsmeda, Brent Johnson, and Jon Kutsmeda or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release.
INVESTORS BEWARE (THE KNOCKOUT PUNCH)

It was a bumpy week for the YOLO crowd as GameStop tried to relive its short-squeeze glory of 2021.
Meme stocks weren’t the only ones taking punches, as some commodities were beat to a pulp, but orange juice wasn’t one of them as it hit a new all-time high.
Stocks and gold also rallied to new records.
Meanwhile, silver, unlike GameStop, did manage to reclaim some of it’s glory, fighting its way back to a 15-year high.
With all this good news, most investors are feeling invincible … but is the streak about to end?
Brent Johnson and Jon Kutsmeda give a ring-side review of the risks that could lead to a surprise knock-out punch.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/JFspApOvpFo
————————————–
FULL-LENGTH EPISODE 77
(May 19, 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 19
———————-

00:00 – Intros
00:44 – Cringe Congress
04:28 – Retail Madness
06:36 – Commodity markets
11:13 – Trading strategies
15:47 – China and U.S. Treasury sales
20:30 – Commodity to Equity Ratio
22:43 – CPI Inflation data
25:05 – U.S. Dollar Weaponization
27:30 – Scotty Scheffler incident
31:30 – Closing Remarks
32:04 – 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.

  continue reading

94 episodes

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