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120. Uncertainty around politics and Fed policy has investors anxious, but the real pain still lies ahead

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Manage episode 426959586 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: Full-length episodes are published first on YouTube every Sunday, then distributed to the pod feeds and other outlets on Wednesday. Visit our YouTube Channel to watch the videos when they are first released.
PREPARE FOR THE PAIN
Markets never go in a straight line, and with global liquidity waning, it’s time for investors to prepare for uncertainty.
After a strange week of politics and pullbacks, perhaps the start of summer will usher in the end of the bull market?
Just don’t expect the Fed to save you, because they want you to “take the pain”.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/9_CLL8D6I_c
————————————–
FULL-LENGTH EPISODE 82
(June 30, 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 24
———————-

00:00 – Intros
00:35 – Death of the Petrodollar
02:47 – The Debate
06:23 – The Release of Julian Assange
10:29 – Last call for the Masterclass
11:44 – The Macro Alchemist: Global Real Estate Interconnectedness
https://MacroAlchemist.com
24:03 – The Importance of Execution in Trading
27:23 – The Performance of Precious Metals and Bitcoin
31:04 – The Potential Impact of a Recession on Liquidity
40:41 – Upcoming Market Events and the Japanese Yen
46:24 – Closing Remarks
47:03 – 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

95 episodes

Artwork
iconShare
 
Manage episode 426959586 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: Full-length episodes are published first on YouTube every Sunday, then distributed to the pod feeds and other outlets on Wednesday. Visit our YouTube Channel to watch the videos when they are first released.
PREPARE FOR THE PAIN
Markets never go in a straight line, and with global liquidity waning, it’s time for investors to prepare for uncertainty.
After a strange week of politics and pullbacks, perhaps the start of summer will usher in the end of the bull market?
Just don’t expect the Fed to save you, because they want you to “take the pain”.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/9_CLL8D6I_c
————————————–
FULL-LENGTH EPISODE 82
(June 30, 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 24
———————-

00:00 – Intros
00:35 – Death of the Petrodollar
02:47 – The Debate
06:23 – The Release of Julian Assange
10:29 – Last call for the Masterclass
11:44 – The Macro Alchemist: Global Real Estate Interconnectedness
https://MacroAlchemist.com
24:03 – The Importance of Execution in Trading
27:23 – The Performance of Precious Metals and Bitcoin
31:04 – The Potential Impact of a Recession on Liquidity
40:41 – Upcoming Market Events and the Japanese Yen
46:24 – Closing Remarks
47:03 – 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

95 episodes

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