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MILKSHAKES MARKETS MADNESS - Season 01 - Episode 14 - "No Escape - The Central Banks are Trapped" Central Banks are trapped as the financial system crumbles in their hands, but YOU can still escape. Learn more on the latest Milkshakes, Markets, and Madness Show. https://youtu.be/91UhTVoNOwo *** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. *** ------------------- CHAPTERS ------------------- 00:00 – Disclaimer 00:25 – Video intro (Short) 00:34 – About the show 01:05 – Recapping all the Madness 06:27 – Violently sideways deja vu 08:09 – Poker player portfolio management 10:59 – Frameworks, finding your style, and crafting a narrative 13:45 – Our currency, your problem 15:43 – The Alcatraz of monetary policy 17:12 – Friends, Frenemies, and Foes 18:02 – Mystery repo and taming the wild markets 19:50 – Curb Your Enthusiasm 21:11 – The financial crisis playbook for the Average Joe 22:26 – The "panic first" portfolio 23:36 – Rider on the Storm 24:46 – What shoe will drop this weekend 25:48 – Salutations 26:22 – 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more. --------------------------------- JOIN THE MADNESS --------------------------------- Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here! 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 ------------------------------- To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod. #marketcrash #financialcrisis #bankingcrisis

MILKSHAKES MARKETS MADNESS
- Season 01 - Episode 14 -
"No Escape - The Central Banks are Trapped"

Central Banks are trapped as the financial system crumbles in their hands, but YOU can still escape.

Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/91UhTVoNOwo


*** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. ***


-------------------
CHAPTERS
-------------------
00:00 – Disclaimer

00:25 – Video intro (Short)

00:34 – About the show

01:05 – Recapping all the Madness

06:27 – Violently sideways deja vu

08:09 – Poker player portfolio management

10:59 – Frameworks, finding your style, and crafting a narrative

13:45 – Our currency, your problem

15:43 – The Alcatraz of monetary policy

17:12 – Friends, Frenemies, and Foes

18:02 – Mystery repo and taming the wild markets

19:50 – Curb Your Enthusiasm

21:11 – The financial crisis playbook for the Average Joe

22:26 – The "panic first" portfolio

23:36 – Rider on the Storm

24:46 – What shoe will drop this weekend

25:48 – Salutations

26:22 – 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more.


---------------------------------
JOIN THE MADNESS
---------------------------------
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here!

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
-------------------------------
To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod

You can follow Brent Johnson on Twitter at @SantiagoAuFund

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda

More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod.





#marketcrash #financialcrisis #bankingcrisis

326 60

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS5ENDU4Q0M4RDExNzM1Mjcy
MILKSHAKES MARKETS MADNESS - Season 01 - Episode 13 - "Market Crash Dummies - Keep Your Head or Lose Your Money" Insert the Leslie Nielson "Nothing to See Here" meme from the movie "The Naked Gun". While you are at it, you might want to add the Will Ferrell "Everyone Panic" meme from the movie "Semi-Pro". But which meme, and which dummy, is correct? In order to make a prudent decision you need to first stay calm and keep your head. You also need to turn up the nuance, and turn off the hyperbole. Listening to people scream "it is the end of the world", probably isn't the road map to follow. However, with each passing day it does feel like we are speeding fast towards a dead end. Therefore, you need to watch your speed and check your mirrors, because dummies may be closer than they appear. Buckle up for another episode of the Milkshakes, Markets, and Madness Show. https://youtu.be/isfKxPp0rS0 *** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. *** ------------------- CHAPTERS ------------------- 00:00 – Disclaimer 00:25 – Video intro (Short) 00:55 – Show intro (Jon sets the stage with a full range of topics) 01:22 – Nuance vs. Hyperbole 01:57 – People are losing their minds 02:48 – UBS and Credit Suisse merger 03:24 – Skipping to the end of the movie (Brent gives his thoughts on Jon's opening remarks) 04:06 – Keep your head 05:00 – "If" 05:40 – Panic first 06:21 – Credit Suisse and UBS merger 07:14 – Anything can happen 08:40 – Original Sin 09:07 – When Trust is Destroyed 09:49 – The 12 Disciples of Arrogance 10:59 – Rube Goldberg Machine 11:19 – Time horizon and the "all-in" mismatch 13:00 – The twitter "QE" debate 14:40 – That doesn't mean what you think 14:57 – Know your hole, Jaw-broni 16:41 – Lose your religion, not your ass-ets 18:30 – The week ahead and announcements 19:37 – 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more. --------------------------------- JOIN THE MADNESS --------------------------------- Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here! 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 ------------------------------- To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod. #marketcrash #wealthmanagement #inflation

MILKSHAKES MARKETS MADNESS
- Season 01 - Episode 13 -
"Market Crash Dummies: Keep Your Head or Lose Your Money"

Insert the Leslie Nielson "Nothing to See Here" meme from the movie "The Naked Gun".

While you are at it, you might want to add the Will Ferrell "Everyone Panic" meme from the movie "Semi-Pro".

But which meme, and which dummy, is correct?

The markets seems to be unraveling, but how much thread is left?
(insert another dummy with the Zoolander "pull the sweater" clip)

Is this just a drill or the real thing? Is it time to panic or is it already too late?

In order to make a prudent decision you need to first stay calm and keep your head.

You also need to turn up the nuance, and turn off the hyperbole.

Listening to people scream "it is the end of the world", probably isn't the road map to follow.

However, with each passing day it does feel like we are speeding fast towards a dead end.

Therefore, you need to watch your speed and check your mirrors, because dummies may be closer than they appear.

Buckle up for another episode of the Milkshakes, Markets, and Madness Show.
https://youtu.be/isfKxPp0rS0


*** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. ***


-------------------
CHAPTERS
-------------------
00:00 – Disclaimer

00:25 – Video intro (Short)

00:55 – Show intro

(Jon sets the stage with a full range of topics)

01:22 – Nuance vs. Hyperbole

01:57 – People are losing their minds

02:48 – UBS and Credit Suisse merger

03:24 – Skipping to the end of the movie

(Brent gives his thoughts on Jon's opening remarks)

04:06 – Keep your head

05:00 – "If"

05:40 – Panic first

06:21 – Credit Suisse and UBS merger

07:14 – Anything can happen

08:40 – Original Sin

09:07 – When Trust is Destroyed

09:49 – The 12 Disciples of Arrogance

10:59 – Rube Goldberg Machine

11:19 – Time horizon and the "all-in" mismatch

13:00 – The twitter "QE" debate

14:40 – That doesn't mean what you think

14:57 – Know your hole, Jaw-broni

16:41 – Lose your religion, not your ass-ets

18:30 – The week ahead and announcements

19:37 – 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more.


---------------------------------
JOIN THE MADNESS
---------------------------------
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here!

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
-------------------------------
To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod

You can follow Brent Johnson on Twitter at @SantiagoAuFund

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda

More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod.





#marketcrash #wealthmanagement #inflation

384 96

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS45RTgxNDRBMzUwRjQ0MDhC
MILKSHAKES MARKETS MADNESS - Season 01 - Episode 12 - "No Bail Outs For You" First things first, we made sure the audio was perfect on this recording, so enjoy everyone! Also, prepare yourself for an extra dose of Madness as the Milkshakes Duo will now be recording twice-a-week. Into the markets we go, and deep into the abyss we fall, how big of a hole below, no one knows. Although, the recent $300 billion added to The Fed balance sheet only seems like a drop in the bucket. To stop this market from falling, policy makers are going to need a bigger gun. Just don't give it to Janet Yellen, who shot herself in the foot after saying "the quiet part out loud" - verbally signing the death sentence of small banks everywhere. Speaking of Yellen, Jon has a meme request for our Milkshakes Madness family. Whether you are watching from the Ivory Tower, or from your mom's basement, it might not be the time to go long, but... It is a great time to tune in for another episode of the Milkshakes, Markets, and Madness Show. https://youtu.be/wYIfap3CMMM *** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. *** ------------------- CHAPTERS ------------------- 00:00 – Disclaimer 00:25 – Video intro (Short) 00:55 – Host intros 01:21 – New twice-a-week format 02:10 – The future of Credit Suisse 03:22 – The Yellen testimony / Encouraging bank runs 04:30 – Making real world decisions from the ivory tower 05:35 – The fiduciary "flight to safety" 07:22 – The "madness" of the First Republic bail out 09:18 – The "Master Plan" conspiracy of small bank extinction 10:50 – QE or not QE, debating BTFP 13:28 – Shadow QE 15:13 – Filling the hole 16:08 – The "Yellenidas" meme request 17:18 – Stay tuned for March Madness 17:25 – Salutations and final sound check 17:45 – 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more. --------------------------------- JOIN THE MADNESS --------------------------------- Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here! 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 ------------------------------- To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod. #yellen #bailout #bankrun

MILKSHAKES MARKETS MADNESS
- Season 01 - Episode 12 -
"No Bail Outs For You"


First things first, we made sure the audio was perfect on this recording, so enjoy everyone!

Also, prepare yourself for an extra dose of Madness as the Milkshakes Duo will now be recording twice-a-week.


Into the markets we go, and deep into the abyss we fall, how big of a hole below, no one knows.

Although, the recent $300 billion added to The Fed balance sheet only seems like a drop in the bucket.

To stop this market from falling, policy makers are going to need a bigger gun.

Just don't give it to Janet Yellen, who shot herself in the foot after saying "the quiet part out loud" - verbally signing the death sentence of small banks everywhere.

Speaking of Yellen, Jon has a meme request from our Milkshakes Madness family.

Whether you are watching from the Ivory Tower, or from your mom's basement, it might not be the time to go long, but...

It is a great time to tune in for another episode of the Milkshakes, Markets, and Madness Show.
https://youtu.be/wYIfap3CMMM


*** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. ***


-------------------
CHAPTERS
-------------------
00:00 – Disclaimer

00:25 – Video intro (Short)

00:55 – Host intros

01:21 – New twice-a-week format

02:10 – The future of Credit Suisse

03:22 – The Yellen testimony / Encouraging bank runs

04:30 – Making real world decisions from the ivory tower

05:35 – The fiduciary "flight to safety"

07:22 – The "madness" of the First Republic bail out

09:18 – The "Master Plan" conspiracy of small bank extinction

10:50 – QE or not QE, debating BTFP

13:28 – Shadow QE

15:13 – Filling the hole

16:08 – The "Yellenidas" meme request

17:18 – Stay tuned for March Madness

17:25 – Salutations and final sound check

17:45 – 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more.


---------------------------------
JOIN THE MADNESS
---------------------------------
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here!

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
-------------------------------
To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod

You can follow Brent Johnson on Twitter at @SantiagoAuFund

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda

More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod.





#yellen #bailout #bankrun

345 119

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS4yMUQyQTQzMjRDNzMyQTMy
MILKSHAKES MARKETS MADNESS - Season 01 - Episode 11 - "Walking Dead - The Zombie Bank Apocalypse" There is nowhere to hide for small regional banks. The trend towards mass banking consolidation and small regional bank extinction was already four-decades in the making. However, after a string of bank failures in less than a week The Feds announced emergency measures over the weekend to calm bank run fears. But, is the Bank Term Funding Program (BTFP) just a bank bailout by another name, and will it be enough to keep smaller banks from going bust? The exodus of deposits from small banks to the mega "Too Big To Fail" banks continues, and although in the short-term these smaller players may live to fight another day, their inevitable extinction seems to be accelerating like a meteor crashing to earth. Will the "local bank" just be a fossil of the past, or are they already the walking dead? These questions got us thinking, was this the plan all along? Is the banking cartel taking a page out of the Dollar Milkshake Theory - chanting "there can be only one" while wearing black hooded capes in a candlelit room? Perhaps the idea that "The Fed and Friends" want to cull the small banks and form a mega bank sounds a bit conspiratorial, but there is a bit of truth in every conspiracy, and there is a bit of conspiracy in this episode. It may not be time to repent and save your soul, but it seems like a good time to keep your head and save your portfolio. Learn more on the latest Milkshakes, Markets, and Madness Show. https://youtu.be/DApAvEyFWLs *** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. *** ------------------- CHAPTERS ------------------- 00:00 – Disclaimer 00:25 – Video intro (Short) 00:55 – Host intros 01:52 – The wrong week to stop sniffing glue Episode 10: https://youtu.be/lSG5mF2Xb1M 03:11 – Recapping the SVB "liquidation" event 04:47 – The outcome and the response (Bank Term Funding Program) 06:22 – Was it a bail-out? 09:39 – Calming bank run fears 11:27 – The moral hazard 12:57 – Is BTFP the new BTFD? 15:20 – Is this QE? 18:32 – Too hike, or not to hike, that is the question 19:30 – Doing "whatever it takes" 20:31 – Nowhere to hide (or hedge) 22:41 – The extinction of the small regional bank 30:23 – Another boot on the neck of smaller banks 31:21 – Do not confuse arrogance for stupidity 33:51 – Fix your vocabulary for the sake of your portfolio 37:44 – Unintended consequences 39:44 – "Future" dollars and the global Cantillon Effect 42:12 - Salutations 43:00 - 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more. --------------------------------- JOIN THE MADNESS --------------------------------- Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here! 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 ------------------------------- To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod. #bankrun #bailout #zombies

SEASON 01 - EPISODE 11:
- The Small Bank Extinction Event -

There is nowhere to hide for small regional banks. The trend towards mass banking consolidation and small regional bank extinction was already four-decades in the making.

However, after a string of bank failures in less than a week The Feds announced emergency measures over the weekend to calm bank run fears.

But, is the Bank Term Funding Program (BTFP) just a bank bailout by another name, and will it be enough to keep smaller banks from going bust?

The exodus of deposits from small banks to the mega "Too Big To Fail" banks continues, and although in the short-term these smaller players may live to fight another day, their inevitable extinction seems to be accelerating like a meteor crashing to earth.

Will the "local bank" just be a fossil of the past, or are they already the walking dead?

These questions got us thinking, was this the plan all along?

Is the banking cartel taking a page out of the Dollar Milkshake Theory - chanting "there can be only one" while wearing black hooded capes in a candlelit room?

Perhaps the idea that "The Fed and Friends" want to cull the small banks and form a mega bank sounds a bit conspiratorial, but there is a bit of truth in every conspiracy, and there is a bit of conspiracy in this episode.

It may not be time to repent and save your soul, but it seems like a good time to keep your head and save your portfolio.

Learn more on the latest Milkshakes, Markets, and Madness Show.
hhttps://youtu.be/DApAvEyFWLs


*** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. ***


-------------------
CHAPTERS
-------------------
00:00 – Disclaimer

00:25 – Video intro (Short)

00:55 – Host intros

01:52 – The wrong week to stop sniffing glue
Episode 10: https://youtu.be/lSG5mF2Xb1M

03:11 – Recapping the SVB "liquidation" event

04:47 – The outcome and the response (Bank Term Funding Program)

06:22 – Was it a bail-out?

09:39 – Calming bank run fears

11:27 – The moral hazard

12:57 – Is BTFP the new BTFD?

15:20 – Is this QE?

18:32 – Too hike, or not to hike, that is the question

19:30 – Doing "whatever it takes"

20:31 – Nowhere to hide (or hedge)

22:41 – The extinction of the small regional bank

30:23 – Another boot on the neck of smaller banks

31:21 – Do not confuse arrogance for stupidity

33:51 – Fix your vocabulary for the sake of your portfolio

37:44 – Unintended consequences

39:44 – "Future" dollars and the global Cantillon Effect

42:12 - Salutations

43:00 - 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more.


---------------------------------
JOIN THE MADNESS
---------------------------------
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here!

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
-------------------------------
To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod

You can follow Brent Johnson on Twitter at @SantiagoAuFund

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda

More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod.





#bankrun #bailout #zombies

199 102

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS41QTY1Q0UxMTVCODczNThE
MILKSHAKES MARKETS MADNESS - Season 01 - Episode 10 (Extended Clip) - "Bank Runs and the Canary in the Coal Mine" AUDIO UPDATED: There is an unlisted version of this video with slightly better audio you can watch here: https://youtu.be/pSnaS8sHXm0 In financial markets a lot can happen in a day, and this episode is proof. The Milkshakes Duo decided to postpone recording an extra day in order to wait for the non-farm payroll report, but they ended up getting an extra scoop of madness for their milkshake instead. But wait, is it a milkshake or a banana split? One thing we do know for sure is the depositors at Silicon Valley Bank tried to split with their crash, causing a run on the bank and its eventual collapse. Could this bank failure be a canary in the coal mine, sending an early warning to the markets that a bigger a banking crisis is unfolding? Find out on the latest Milkshakes, Markets, and Madness Show. https://youtu.be/lSG5mF2Xb1M *** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. *** ------------------- CHAPTERS ------------------- 00:00 – Disclaimer 00:25 – Video intro (Short) 00:55 – Host intros 01:34 – Delayed recording proved wise 01:57 – The impact of today's non-farm payroll report 03:00 – Contagion fears (Silicon Valley Bank) 04:27 – Violently sideways and violently biased 06:03 – Who is in control, markets or policy makers? 08:45 – How Brent approaches a day with big economic data 11:18 – Is this the market turning point? 12:43 – Are banks the canary in the coal mine? 21:28 – If you think the US banks are in trouble, just wait... 23:07 – The "Gurus" are too eager to make the big call 26:56 – Fishing with headline hate bait and the blindness of bias 29:37 – Living around the hill versus dying on top of it 32:13 – The end of the bond bull market, or what if... 34:16 – The event horizon and the death of the canary 35:48 – Previous episodes of relevance 37:16 – New madness is in the making and big love to the Milkshakes Community 39:16 – Salutations 39:40 – 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more. --------------------------------- JOIN THE MADNESS --------------------------------- Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here! 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 ------------------------------- To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod. #siliconvalleybank #bankrun #badbank

SEASON 01 - EPISODE 10:
- Bank Runs and the Canary in the Coal Mine -

In financial markets a lot can happen in a day, and this episode is proof.

The Milkshakes Duo decided to postpone recording an extra day in order to wait for the non-farm payroll report, but they ended up getting an extra scoop of madness for their milkshake instead.

But wait, is it a milkshake or a banana split? One thing we do know for sure is the depositors at Silicon Valley Bank tried to split with their crash, causing a run on the bank and its eventual collapse.

Could this bank failure be a canary in the coal mine, sending an early warning to the markets that a bigger a banking crisis is unfolding?

Find out on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/lSG5mF2Xb1M


*** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. ***


-------------------
CHAPTERS
-------------------
00:00 – Disclaimer

00:25 – Video intro (Short)

00:55 – Host intros

01:34 – Delayed recording proved wise

01:57 – The impact of today's non-farm payroll report

03:00 – Contagion fears (Silicon Valley Bank)

04:27 – Violently sideways and violently biased

06:03 – Who is in control, markets or policy makers?

08:45 – How Brent approaches a day with big economic data

11:18 – Is this the market turning point?

12:43 – Are banks the canary in the coal mine?

21:28 – If you think the US banks are in trouble, just wait...

23:07 – The "Gurus" are too eager to make the big call

26:56 – Fishing with headline hate bait and the blindness of bias

29:37 – Living around the hill versus dying on top of it

32:13 – The end of the bond bull market, or what if...

34:16 – The event horizon and the death of the canary

35:48 – Previous episodes of relevance

37:16 – New madness is in the making and big love to the Milkshakes Community

39:16 – Salutations

39:40 – 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more.


---------------------------------
JOIN THE MADNESS
---------------------------------
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here!

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
-------------------------------
To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod

You can follow Brent Johnson on Twitter at @SantiagoAuFund

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda

More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod.





#siliconvalleybank #bankrun #badbank

533 81

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS5EQUE1NTFDRjcwMDg0NEMz
MILKSHAKES MARKETS MADNESS - Season 01 - Episode 09 - "The Obvious Risks and Not-so-Obvious Tailwinds" Things are never quite as they seem in financial markets, and it is usually just when we think we know what will happen next that we miss the inevitable outcome that was right under our boots all along. This week the Milkshakes Duo dissect the obvious market risks and dig up a few "not-so-obvious" tailwinds buried in the snow. Is a mega-avalanche looming atop the market peak, or dare we say it, has the perma-bear-frost thawed to make room for a new Spring season in the economy? Find out on the latest Milkshakes, Markets, and Madness Show. https://youtu.be/8v6yj1VSwuE *** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. *** ------------------- CHAPTERS ------------------- 00:00 – Disclaimer 00:25 – Video intro (Short) 00:55 – Host intros 01:38 - Dueling narratives 04:12 - Are rate hikes making inflation worse? 06:24 - Grading Jerome Powell's rate hiking campaign ... so far 09:43 - The rate hike tail wind 11:47 - Getting paid to wait 14:40 - Threatened by an avalanche of risk 16:30 - Hello, is it loan growth you are looking for? 17:16 - Battling businesses adds to borrowing (Brent has technical difficulties at 19 min mark) 20:27 - Forecasting a financial avalanche in the Spring of economic growth (Brent rejoins the studio) 23:32 - The "real economy" to the rescue and the return of the value investor 26:00 - The Super Bowl of Monetary Policy 29:53 - Salutations 30:41 - 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more. --------------------------------- JOIN THE MADNESS --------------------------------- Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here! 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 ------------------------------- To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod You can follow Brent Johnson on Twitter at @SantiagoAuFund You can follow Jon Kutsmeda on Twitter at @JonKutsmeda More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod. #inflation #thefed #debtceiling

SEASON 01 - EPISODE 09:
- The Obvious Risks and Not-so-Obvious Tailwinds -

Things are never quite as the seem in financial markets, and it is usually just when we think we know what will happen next that we miss the inevitable outcome that was right under our boots all along.

This week the Milkshakes Duo dissect the obvious market risks and dig up a few "not-so-obvious" tailwinds buried in the snow.

Is a mega-avalanche looming atop the market peak, or dare we say it, has the perma-bear-frost thawed to make room for a new Spring season in the economy?

Find out on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/8v6yj1VSwuE


*** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. ***


-------------------
CHAPTERS
-------------------
00:00 – Disclaimer

00:25 – Video intro (Short)

00:55 – Host intros

01:38 - Dueling narratives

04:12 - Are rate hikes making inflation worse?

06:24 - Grading Jerome Powell's rate hiking campaign ... so far

09:43 - The rate hike tail wind

11:47 - Getting paid to wait

14:40 - Threatened by an avalanche of risk

16:30 - Hello, is it loan growth you are looking for?

17:16 - Battling businesses adds to borrowing
(Brent has technical difficulties at 19:05)

20:27 - Forecasting a financial avalanche in the Spring of economic growth
(Brent rejoins the studio)

23:32 - The "real economy" to the rescue and the return of the value investor

26:00 - The Super Bowl of Monetary Policy

29:53 - Salutations

30:41 - 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more.


---------------------------------
JOIN THE MADNESS
---------------------------------
Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here!

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
-------------------------------
To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod

You can follow Brent Johnson on Twitter at @SantiagoAuFund

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda

More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod.





#inflation #thefed #debtceiling

117 29

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS41Mzk2QTAxMTkzNDk4MDhF
Load More... Subscribe

THE MORTGAGE GURU PODCAST

Watch
Listen
SEASON 03 - EPISODE 02: The Mortgage Guru has a fresh new look with a full video recording of me, as I riff in real time about the week in markets and mortgage rates. This week we had the December inflation data (CPI) and the best mortgage rates in 4-months as the bond market continued to rally, although not as enthusiastically as last week. Nonetheless, the 10-year closed below the key technical level of 3.50% after hitting cycle highs of 4.25% in November. Can the bond bulls continue to thwart the bears and keep 3.50% as the new level of technical support? The upcoming four-day week will be the first test with a stack of housing data scheduled to be released. Meanwhile, yield curves of all shapes and size continue to invert deeper and longer than ever before. What is the bond market signaling, how much higher will the Fed hike their overnight lending right, and what lurks in the shadows of the economy? Join me in this video to find out. Welcome to another episode of the Mortgage Guru Podcast. ------------------------------------ 2022 YEAR IN REVIEW ------------------------------------ I recently shared my financial markets "2022 Year in Review". You can access all five parts on my blog at http://JKUTS.com. You can also jump right to Part 1 by clicking here: https://jonkutsmeda.com/2022-year-in-review-part-1/ ---------------------- TIMESTAMPS ---------------------- (Coming Soon) ---------------------------------- CONNECT WITH JON ---------------------------------- To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com You can also follow Jon on twitter at https://twitter.com/JonKutsmeda or on Instagram at https://www.instagram.com/JonKutsmeda and on all other social media via his handle @JonKutsmeda. To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda ---------------------- LEARN MORE ---------------------- Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon. Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions. To subscribe to this podcast visit https://www.MortgageGuruPodcast.com #inflation #mortgagerates #recession

SEASON 03 - EPISODE 02:
The Mortgage Guru has a fresh new look with a full video recording of me, as I riff in real time about the week in markets and mortgage rates.

This week we had the December inflation data (CPI) and the best mortgage rates in 4-months as the bond market continued to rally, although not as enthusiastically as last week.

Nonetheless, the 10-year closed below the key technical level of 3.50% after hitting cycle highs of 4.25% in November.

Can the bond bulls continue to thwart the bears and keep 3.50% as the new level of technical support? The upcoming four-day week will be the first test with a stack of housing data scheduled to be released.

Meanwhile, yield curves of all shapes and size continue to invert deeper and longer than ever before.

What is the bond market signaling, how much higher will the Fed hike their overnight lending right, and what lurks in the shadows of the economy?

Join me in this video to find out, in another episode of the Mortgage Guru Podcast.


------------------------------------
2022 YEAR IN REVIEW
------------------------------------
I recently shared my financial markets "2022 Year in Review". You can access all five parts on my blog at http://JKUTS.com.

You can also jump right to Part 1 by clicking here:
https://jonkutsmeda.com/2022-year-in-review-part-1/


----------------------
TIMESTAMPS
----------------------

(Coming Soon)



----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#inflation #mortgagerates #recession

0 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS45NDk1REZENzhEMzU5MDQz
SEASON 03 - EPISODE 01: The new year decided to start with a bang! After a two-punch strike, from the NFP employment data and the ISM Services Sector report, the bond market rallied hard as both reports provided some early comfort, that perhaps, The Fed has slayed the inflation dragon. In this episode, I unwrap the data I just mentioned above and explain what this means for mortgage rates and the housing market. HINT: This seems to be the beginning of a new trend lower in mortgage rates, back down to historic averages. WARNING: Lower bond yields (rates) will likely come off the back of a market crash or recession. At the forefront of that will likely be the housing market, as the most recent bubble appears to have popped with 4-consecutive weeks of price declines. Lower mortgage rates are great news, but not if you are unable to take advantage of them with a refinance because housing price declines have wiped out the equity you need to qualify for a lower rate and payment. ---------------------------------------- MORE ON THIS EPISODE ---------------------------------------- The non-farm payroll report is a monthly survey that attempts to gauge the health of the labor market. Historically it has been one of the most widely monitored data sets by the bond market as it provides a glimpse into when the underlying economy may be likely to experience inflation or deflation in the coming months, or year. Although it was another month of positive jobs growth, many of those new jobs were multiple job holders (people with more than one job). More importantly, growth in wages had slowed, which was another good sign that inflation may have peaked. Bonds do not like inflation, and therefore the bond market liked this data which resulted in a big bond rally. IMPORTANT Mortgage rates are mostly driven by the price of mortgage bonds, and only indirectly by what the Fed decides to do with their overnight lending rate, The Fed Funds. I discuss the important relationship between bonds and mortgage rates in this episode. Shortly after the NFP report, the ISM Services Sector data was released. The services sector had been "running hot" lately, adding fuel to concerns that inflation could become "anchored". Not only did the data miss expectations, but it was the biggest miss outside of a major recession or financial crisis. Either inflation is merely cooling quickly, or the economy is headed for hard times. ------------------------------------ 2022 YEAR IN REVIEW ------------------------------------ I recently shared my financial markets "2022 Year in Review". You can access all five parts on my blog at http://JKUTS.com. You can also jump right to Part 1 by clicking here: https://jonkutsmeda.com/2022-year-in-review-part-1/ ---------------------- TIMESTAMPS ---------------------- (Coming Soon) ---------------------------------- CONNECT WITH JON ---------------------------------- To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com You can also follow Jon on twitter at https://twitter.com/JonKutsmeda or on Instagram at https://www.instagram.com/JonKutsmeda and on all other social media via his handle @JonKutsmeda. To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda ---------------------- LEARN MORE ---------------------- Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon. Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions. To subscribe to this podcast visit https://www.MortgageGuruPodcast.com #inflation #mortgagerates #refinance

SEASON 03 - EPISODE 01:
The new year decided to start with a bang!

After a two-punch strike, from the NFP employment data and the ISM Services Sector report, the bond market rallied hard as both reports provided some early comfort, that perhaps, The Fed has slayed the inflation dragon.

In this episode, I unwrap the data I just mentioned above and explain what this means for mortgage rates and the housing market.

HINT: This seems to be the beginning of a new trend lower in mortgage rates, back down to historic averages.

WARNING: Lower bond yields (rates) will likely come off the back of a market crash or recession. At the forefront of that will likely be the housing market, as the most recent bubble appears to have popped with 4-consecutive weeks of price declines.

Lower mortgage rates are great news, but not if you are unable to take advantage of them with a refinance because housing price declines have wiped out the equity you need to qualify for a lower rate and payment.

----------------------------------------
MORE ON THIS EPISODE
----------------------------------------
The non-farm payroll report is a monthly survey that attempts to gauge the health of the labor market.

Historically it has been one of the most widely monitored data sets by the bond market as it provides a glimpse into when the underlying economy may be likely to experience inflation or deflation in the coming months, or year.

Although it was another month of positive jobs growth, many of those new jobs were multiple job holders (people with more than one job).

More importantly, growth in wages had slowed, which was another good sign that inflation may have peaked.

Bonds do not like inflation, and therefore the bond market liked this data which resulted in a big bond rally.

IMPORTANT
Mortgage rates are mostly driven by the price of mortgage bonds, and only indirectly by what the Fed decides to do with their overnight lending rate, The Fed Funds. I discuss the important relationship between bonds and mortgage rates in this episode.


Shortly after the NFP report, the ISM Services Sector data was released.

The services sector had been "running hot" lately, adding fuel to concerns that inflation could become "anchored".

Not only did the data miss expectations, but it was the biggest miss outside of a major recession or financial crisis.

Either inflation is merely cooling quickly, or the economy is headed for hard times.

------------------------------------
2022 YEAR IN REVIEW
------------------------------------
I recently shared my financial markets "2022 Year in Review". You can access all five parts on my blog at http://JKUTS.com.

You can also jump right to Part 1 by clicking here:
https://jonkutsmeda.com/2022-year-in-review-part-1/


----------------------
TIMESTAMPS
----------------------

(Coming Soon)



----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#inflation #mortgagerates #refinance

2 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS5DQUNERDQ2NkIzRUQxNTY1
EPISODE 11: The Fed strikes back against animal spirts and investors front-running the potential of a pivot. The Fed raised the overnight lending rate once again in a telegraphed move of a 50-basis point increase; The Fed Funds Rate now sits at 4.50%. This is the most aggressive rate hiking cycle in Fed history, adding all 450 basis points of hikes in 2022. Rate hiking cycles typically end in a recession or a similar type of financial crisis, and that is exactly what the yield curve is implying. The entire yield curve at one point has been inverted, including the Fed Funds Rate and the 30-year U.S Treasury Bond. In this episode I discuss what an extremely inverted curve means for the future of the U.S. economy, including the labor market and the housing market. Of course, we also discuss mortgage rates, which after climbing above 7% for the first time in over two-decades receded back into the low 6% range. This rally came off the back of a critical recovery in long-duration U.S. Bonds as the 10-year closed the week below 3.50% after reaching the dizzying heights of 4.25% in late October. Bond prices drive most first-lien mortgage rates, far more than the Fed and their overnight lending rate. However, rates on 2nd-lien mortgages, especially HELOC's (Home Equity Line of Credit), are heavily influenced by Fed policies, which I explain in the podcast. Tune in for this week's episode to learn more about HELOC interest rates and why the time to consider one is probably now behind you. I also share where I think 30-year fixed mortgage rates are headed in 2023 - 2024 and I give you the inside scoop on how to access my financial markets "2022 Year in Review". ---------------------- TIMESTAMPS ---------------------- 00:00 - ---------------------------------- CONNECT WITH JON ---------------------------------- To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com You can also follow Jon on twitter at https://twitter.com/JonKutsmeda or on Instagram at https://www.instagram.com/JonKutsmeda and on all other social media via his handle @JonKutsmeda. To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda ---------------------- LEARN MORE ---------------------- Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon. Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions. To subscribe to this podcast visit https://www.MortgageGuruPodcast.com #mortgagerates #ratehikes #recession

EPISODE 11:
The Fed strikes back against animal spirts and investors front-running the potential of a pivot.

The Fed raised the overnight lending rate once again in a telegraphed move of a 50-basis point increase; The Fed Funds Rate now sits at 4.50%.

This is the most aggressive rate hiking cycle in Fed history, adding all 450 basis points of hikes in 2022.

Rate hiking cycles typically end in a recession or a similar type of financial crisis, and that is exactly what the yield curve is implying.

The entire yield curve at one point has been inverted, including the Fed Funds Rate and the 30-year U.S Treasury Bond.

In this episode I discuss what an extremely inverted curve means for the future of the U.S. economy, including the labor market and the housing market.

Of course, we also discuss mortgage rates, which after climbing above 7% for the first time in over two-decades receded back into the low 6% range.

This rally came off the back of a critical recovery in long-duration U.S. Bonds as the 10-year closed the week below 3.50% after reaching the dizzying heights of 4.25% in late October.

Bond prices drive most first-lien mortgage rates, far more than the Fed and their overnight lending rate.

However, rates on 2nd-lien mortgages, especially HELOC's (Home Equity Line of Credit), are heavily influenced by Fed policies, which I explain in the podcast.

Tune in for this week's episode to learn more about HELOC interest rates and why the time to consider one is probably now behind you.

I also share where I think 30-year fixed mortgage rates are headed in 2023 - 2024 and I give you the inside scoop on how to access my financial markets "2022 Year in Review".


----------------------
TIMESTAMPS
----------------------

00:00 -


----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#mortgagerates #ratehikes #recession

2 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS41MzJCQjBCNDIyRkJDN0VD
CLIP 1, EPISODE 10: In this video I explain how mortgage rates DO NOT rise or fall. Instead, what actually happens is mortgage rates become either more expensive or cheaper. This is because mortgage rates, and their price, are derived from specific mortgage bond coupons. Depending on a number of factors, bond investors will buy or sell certain coupons based on their price and yield (rate). This liquidity, or capital inflow, to certain bonds is what makes mortgage rates more expensive or cheaper. Learn more by listening in to this clip from the July 29, 2022 episode of the Mortgage Guru Podcast. ---------------------------------- CONNECT WITH JON ---------------------------------- To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com You can also follow Jon on twitter at https://twitter.com/JonKutsmeda or on Instagram at https://www.instagram.com/JonKutsmeda and on all other social media via his handle @JonKutsmeda. To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda ---------------------- LEARN MORE ---------------------- Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon. Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions. To subscribe to this podcast visit https://www.MortgageGuruPodcast.com #mortgagerates #refinance #bondmarket

CLIP 1, EPISODE 10:
In this video I explain how mortgage rates DO NOT rise or fall.

Instead, what actually happens is mortgage rates become either more expensive or cheaper.

This is because mortgage rates, and their price, are derived from specific mortgage bond coupons.

Depending on a number of factors, bond investors will buy or sell certain coupons based on their price and yield (rate).

This liquidity, or capital inflow, to certain bonds is what makes mortgage rates more expensive or cheaper.

Learn more by listening in to this clip from the July 29, 2022 episode of the Mortgage Guru Podcast.


----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#mortgagerates #refinance #bondmarket

5 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS4xMkVGQjNCMUM1N0RFNEUx
EPISODE 10: It was a jam-packed week with the FOMC rate decision and the first report on Q2 GDP. The bond market rallied after the Fed raised the policy rate, the Fed Funds, by 75 basis points. This brought the 10-year Treasury Bond below the 2.75% resistance level, ending the week right around 2.65%. The yield curve has been inverted across different parts of the curve for months. This is a very strong predictor of recession and just prior to The Fed announcement the 2-year and the 10-year was inverted more than 30-bps. Speaking of recession, an advance GDP report on Thursday showed the economy contracted again in quarter 2. The -0.9% drop marks two consecutive quarters of negative GDP, which is considered an official recession. After the rate hike announcement and the GDP report the ongoing bond market rally which started a month ago picked up further momentum and as a result mortgage rates dropped to the lowest level in nearly 3-months. How can mortgage rates drop if the Fed is hiking rates? Tune in for this week's episode to find out, and to hear an explainer on why mortgage rates do not actually drop but instead lower rates merely become less expensive.? ---------------------- TIMESTAMPS ---------------------- 00:25 - The Fed hikes the Fed Funds by 75 basis points 01:05 - What is the Fed Funds Rate 01:54 - The Fed's dual mandate 02:50 - Did the Fed cause high Inflation 05:35 - The supply chain bull whip effect 06:16 - When the only tool is a hammer (rate hikes) 07:00 - The impact of inflation 09:13 - How the bond market influences mortgage rates 09:59 - The mortgage rate data is lying 11:48 - How mortgage rates rise or fall (HINT: it's not the FED) 14:10 - What is really means to "Pay Points" 15:40 - Stop asking, "what is your rate"? 17:24 - Mortgages do not go up or down, instead they... 19:56 - Inflation as a rate-of-change 22:30 - What the current "risk off" bond rally means for mortgage rates 26:15 - The Fed hiking rates usually results in lower mortgage rates 28:57 - Are we in a recession? 30:30 - Keep a close eye on this piece of data 33:05 - Plan for the future, not for the present 34:41 - In conclusion ---------------------------------- CONNECT WITH JON ---------------------------------- To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com You can also follow Jon on twitter at https://twitter.com/JonKutsmeda or on Instagram at https://www.instagram.com/JonKutsmeda and on all other social media via his handle @JonKutsmeda. To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda ---------------------- LEARN MORE ---------------------- Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon. Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions. To subscribe to this podcast visit https://www.MortgageGuruPodcast.com #mortgagerates #ratehikes #recession

EPISODE 10:
It was a jam-packed week with the FOMC rate decision and the first report on Q2 GDP.

The bond market rallied after the Fed raised the policy rate, the Fed Funds, by 75 basis points.

This brought the 10-year Treasury Bond below the 2.75% resistance level, ending the week right around 2.65%.

The yield curve has been inverted across different parts of the curve for months. This is a very strong predictor of recession and just prior to The Fed announcement the 2-year and the 10-year was inverted more than 30-bps.

Speaking of recession, an advance GDP report on Thursday showed the economy contracted again in quarter 2.

The -0.9% drop marks two consecutive quarters of negative GDP, which is considered an official recession.

After the rate hike announcement and the GDP report the ongoing bond market rally which started a month ago picked up further momentum and as a result mortgage rates dropped to the lowest level in nearly 3-months.

How can mortgage rates drop if the Fed is hiking rates?

Tune in for this week's episode to find out, and to hear an explainer on why mortgage rates do not actually drop but instead lower rates merely become less expensive.?



----------------------
TIMESTAMPS
----------------------

00:25 - The Fed hikes the Fed Funds by 75 basis points

01:05 - What is the Fed Funds Rate

01:54 - The Fed's dual mandate

02:50 - Did the Fed cause high Inflation

05:35 - The supply chain bull whip effect

06:16 - When the only tool is a hammer (rate hikes)

07:00 - The impact of inflation

09:13 - How the bond market influences mortgage rates

09:59 - The mortgage rate data is lying

11:48 - How mortgage rates rise or fall (HINT: it's not the FED)

14:10 - What is really means to "Pay Points"

15:40 - Stop asking, "what is your rate"?

17:24 - Mortgages do not go up or down, instead they...

19:56 - Inflation as a rate-of-change

22:30 - What the current "risk off" bond rally means for mortgage rates

26:15 - The Fed hiking rates usually results in lower mortgage rates

28:57 - Are we in a recession?

30:30 - Keep a close eye on this piece of data

33:05 - Plan for the future, not for the present

34:41 - In conclusion


----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#mortgagerates #ratehikes #recession

1 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS4wOTA3OTZBNzVEMTUzOTMy
EPISODE 9: The June CPI data came in red hot on Wednesday. The Consumer Price Index, a measure of inflation, reported an increase of 9.1%, the highest reading in 41-years. As a result the Fed is likely to raise their benchmark Fed Funds Rate by 100 basis point (1%) when the FOMC meets July 26-27. However, the CPI is a lagging indicator and according to forward looking data it appears the Fed will be aggressively hiking into a recession, which will likely deepen the recession and exacerbate its impact. The market has been sniffing out the likely policy error and in anticipation has push interest rates on long duration bonds lower than short duration bonds; a phenomenon known as an "inverted yield curve". The most watching yield curve is between the 2-year bond and the 10-year bond, which ended the week 20 basis points (0.20%) inverted, the deepest inversion since the start of the century, even after the near record high inflation data. Normally, high inflation is bad for bonds, but investors are running for the safety of cash-flow. As a result mortgage rates also declined, as the price of mortgage bonds rallied alongside US Treasuries. Will this drop in mortgage rates continue, and will it be enough to keep housing from crashing along with the rest of the economy? ---------------------------------- CONNECT WITH JON ---------------------------------- To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com You can also follow Jon on twitter at https://twitter.com/JonKutsmeda or on Instagram at https://www.instagram.com/JonKutsmeda and on all other social media via his handle @JonKutsmeda. To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda ---------------------- LEARN MORE ---------------------- Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon. Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions. To subscribe to this podcast visit https://www.MortgageGuruPodcast.com #inflation #recession #housingcrash

EPISODE 9:
The June CPI data came in red hot on Wednesday. The Consumer Price Index, a measure of inflation, reported an increase of 9.1%, the highest reading in 41-years.

As a result the Fed is likely to raise their benchmark Fed Funds Rate by 100 basis point (1%) when the FOMC meets July 26-27.

However, the CPI is a lagging indicator and according to forward looking data it appears the Fed will be aggressively hiking into a recession, which will likely deepen the recession and exacerbate its impact.

The market has been sniffing out the likely policy error and in anticipation has push interest rates on long duration bonds lower than short duration bonds; a phenomenon known as an "inverted yield curve".

The most watching yield curve is between the 2-year bond and the 10-year bond, which ended the week 20 basis points (0.20%) inverted, the deepest inversion since the start of the century, even after the near record high inflation data.

Normally, high inflation is bad for bonds, but investors are running for the safety of cash-flow. As a result mortgage rates also declined, as the price of mortgage bonds rallied alongside US Treasuries.

Will this drop in mortgage rates continue, and will it be enough to keep housing from crashing along with the rest of the economy?


----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#inflation #recession #housingcrash

3 1

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS41MjE1MkI0OTQ2QzJGNzNG
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THE MONEY MBA PODCAST

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The Money MBA Podcast welcomes Mike Green of Logica Funds. In the finance world, Mike needs no introduction, thus attempting to do so in brevity here would do him no service. As I suggest in the introduction to this interview, after enjoying our conversation I encourage everyone to go down the Mike Green rabbit hole. There is a tremendous amount of available content highlighting his intellect and ability to articulate it, so without further delay lets get you started right here and now... Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes. Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe Originally recorded December 28, 2020 GUEST DETAILS Guest Name: Michael Green Professional Experience: Logica Funds (https://www.logicafunds.com/) Social Media: Twitter: @ProfPlum99 (https://twitter.com/profplum99) HOST DETAILS Host Name: Jon Kutsmeda Professional Experience: Jon Kutsmeda .com (http://JonKutsmeda.com) Money MBA Podcast (http://MoneyMBA.com) Best Mortgage Rate (http://BestMortgageRate.com) Social Media: Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda) Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda) Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda) YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda) SHOW NOTES COMING SOON - Who is Michael Green?

The Money MBA Podcast welcomes Mike Green of Logica Funds.

In the finance world, Mike needs no introduction, thus attempting to do so in brevity here would do him no service.

As I suggest in the introduction to this interview, after enjoying our conversation I encourage everyone to go down the Mike Green rabbit hole.

There is a tremendous amount of available content highlighting his intellect and ability to articulate it, so without further delay lets get you started right here and now...

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.


Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe


Originally recorded December 28, 2020


GUEST DETAILS

Guest Name:
Michael Green


Professional Experience:
Logica Funds (https://www.logicafunds.com/)



Social Media:
Twitter: @ProfPlum99 (https://twitter.com/profplum99)


HOST DETAILS

Host Name:
Jon Kutsmeda


Professional Experience:
Jon Kutsmeda .com (http://JonKutsmeda.com)

Money MBA Podcast (http://MoneyMBA.com)

Best Mortgage Rate (http://BestMortgageRate.com)


Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

COMING SOON - Who is Michael Green?

147 53

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS5EQUE1NTFDRjcwMDg0NEMz
The Money MBA Podcast welcomes Harris "Kuppy" Kupperman, of Praetorian Capital to the show. Kuppy has a knack for breaking broader macro ideas into simple "back of the napkin" trading strategies. In this interview, Kuppy walks us through his investing process and shares how he still manages to find "multi-baggers" in a world where the narrative suggests "value investing is dead". Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes. Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe Originally recorded December 28, 2020 GUEST DETAILS Guest Name: Harris "Kuppy" Kupperman Professional Experience: Adventures in Capitalism (https://adventuresincapitalism.com/) Praetorian Capital (https://www.pracap.com/) Kuppy's Event Driven Monitor (https://kedm.com/) Social Media: Twitter: @hkuppy (https://twitter.com/hkuppy?) HOST DETAILS Host Name: Jon Kutsmeda Professional Experience: Jon Kutsmeda .com (http://JonKutsmeda.com) Money MBA Podcast (http://MoneyMBA.com) Best Mortgage Rate (http://BestMortgageRate.com) Social Media: Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda) Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda) Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda) YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda) SHOW NOTES COMING SOON - Who is Kuppy?

The Money MBA Podcast welcomes Harris "Kuppy" Kupperman, of Praetorian Capital to the show.

Kuppy has a knack for breaking broader macro ideas into simple "back of the napkin" trading strategies.

In this interview, Kuppy walks us through his investing process and shares how he still manages to find "multi-baggers" in a world where the narrative suggests "value investing is dead".


Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.

Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe

Originally recorded December 28, 2020


GUEST DETAILS

Guest Name:
Harris "Kuppy" Kupperman


Professional Experience:
Adventures in Capitalism (https://adventuresincapitalism.com/)

Praetorian Capital (https://www.pracap.com/)

Kuppy's Event Driven Monitor (https://kedm.com/)



Social Media:
Twitter: @hkuppy (https://twitter.com/hkuppy?)


HOST DETAILS

Host Name:
Jon Kutsmeda


Professional Experience:
Jon Kutsmeda .com (http://JonKutsmeda.com)

Money MBA Podcast (http://MoneyMBA.com)

Best Mortgage Rate (http://BestMortgageRate.com)


Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

COMING SOON - Who is Kuppy?

29 1

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS41QTY1Q0UxMTVCODczNThE
The Money MBA Podcast welcomes Brent Johnson of Santiago Capital back to the show for his second appearance, and the Money MBA's first repeat guest. To check out the first interview, and to go deeper into Brent's "Dollar Milkshake Theory" which is foundational for what we discuss in this podcast, visit https://moneymba.com/ep-6-brent-johnson/ Brent is a valuable contributor to the finance space as he has the guts to share his views openly and confidently. Although what I respect about Brent is he doesn't do it arrogantly. Yes, he is good at playing the antagonist in various Twitter conversations, but he's also the first to admit he doesn't have a crystal ball. Brent, just like everyone else, is living in a world of infinite outcomes, and as a fiduciary his job is not to get married to a dogma, but to position his clients to take advantage of the outcomes with the highest probability. For Brent, that highest probability outcome, is betting on a higher dollar before it's ultimate demise. To paraphrase, a weaker dollar is exactly what the world wants, however a stronger dollar is what will ultimately be its undoing, but even then it won't give up the throne of global reserve currency without a "fight". This of course is all part his "Dollar Milkshake Theory", so we get some updates on that view and dive deeper into where the current narratives about inflation and "money printer go brrrr" have got it wrong. Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe Originally recorded February 09, 2021 GUEST DETAILS Guest Name: Brent Johnson Professional Experience: Santiago Capital (http://www.SantiagoCapital.com) Social Media: Twitter: @SantiagoAuFund (http://twitter.com/SantiagoAuFund) HOST DETAILS Host Name: Jon Kutsmeda Professional Experience: Jon Kutsmeda .com (http://JonKutsmeda.com) Best Mortgage Rate (http://BestMortgageRate.com) Money MBA Podcast (http://MoneyMBA.com) Social Media: Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda) Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda) Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda) YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda) SHOW NOTES 0:38 - Introducing the Brent 2.0 show 3:06 - FYI - We livestreamed the podcast on Clubhouse 5:09 - Quick recap of the "Dollar Milkshake Theory" MORE SHOW NOTES AND TIME STAMPS TO COME...

The Money MBA Podcast welcomes Brent Johnson of Santiago Capital back to the show for his second appearance, and the Money MBA's first repeat guest.

To check out the first interview, and to go deeper into Brent's "Dollar Milkshake Theory" which is foundational for what we discuss in this podcast, visit https://moneymba.com/ep-6-brent-johnson/

Brent is a valuable contributor to the finance space as he has the guts to share his views openly and confidently.

Although what I respect about Brent is he doesn't do it arrogantly. Yes, he is good at playing the antagonist in various Twitter conversations, but he's also the first to admit he doesn't have a crystal ball.

Brent, just like everyone else, is living in a world of infinite outcomes, and as a fiduciary his job is not to get married to a dogma, but to position his clients to take advantage of the outcomes with the highest probability.

For Brent, that highest probability outcome, is betting on a higher dollar before it's ultimate demise.

To paraphrase, a weaker dollar is exactly what the world wants, however a stronger dollar is what will ultimately be its undoing, but even then it won't give up the throne of global reserve currency without a "fight".

This of course is all part his "Dollar Milkshake Theory", so we get some updates on that view and dive deeper into where the current narratives about inflation and "money printer go brrrr" have got it wrong.


Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes


Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe


Originally recorded February 09, 2021


GUEST DETAILS

Guest Name:
Brent Johnson


Professional Experience:
Santiago Capital (http://www.SantiagoCapital.com)


Social Media:
Twitter: @SantiagoAuFund (http://twitter.com/SantiagoAuFund)


HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Jon Kutsmeda .com (http://JonKutsmeda.com)

Best Mortgage Rate (http://BestMortgageRate.com)

Money MBA Podcast (http://MoneyMBA.com)


Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

0:38 - Introducing the Brent 2.0 show

3:06 - FYI - We livestreamed the podcast on Clubhouse

5:09 - Quick recap of the "Dollar Milkshake Theory"


MORE SHOW NOTES AND TIME STAMPS TO COME...

37 12

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS4yMUQyQTQzMjRDNzMyQTMy
The Money MBA Podcast welcomes Grant Williams of "The Things That Make You Go Hmmm" newsletter and the "Grant Williams Podcast", which is home to the extremely popular "End Game" series featuring Bill Fleckenstein. Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes. Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe Originally recorded December 23, 2020 GUEST DETAILS Guest Name: Grant Williams Professional Experience: Things That Make You Go Hmmm (https://ttmygh.com/) The Grant Williams Podcast (https://ttmygh.podbean.com/) Social Media: Twitter: @TTMYGH (http://twitter.com/ttmygh) HOST DETAILS Host Name: Jon Kutsmeda Professional Experience: Jon Kutsmeda .com (http://JonKutsmeda.com) Money MBA Podcast (http://MoneyMBA.com) Best Mortgage Rate (http://BestMortgageRate.com) Social Media: Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda) Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda) Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda) YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda) SHOW NOTES COMING SOON - Who is Grant Williams

The Money MBA Podcast welcomes Grant Williams of "The Things That Make You Go Hmmm" newsletter and the "Grant Williams Podcast", which is home to the extremely popular "End Game" series featuring Bill Fleckenstein.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.


Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe


Originally recorded December 23, 2020


GUEST DETAILS

Guest Name:
Grant Williams


Professional Experience:
Things That Make You Go Hmmm (https://ttmygh.com/)

The Grant Williams Podcast (https://ttmygh.podbean.com/)


Social Media:
Twitter: @TTMYGH (http://twitter.com/ttmygh)


HOST DETAILS

Host Name:
Jon Kutsmeda


Professional Experience:
Jon Kutsmeda .com (http://JonKutsmeda.com)

Money MBA Podcast (http://MoneyMBA.com)

Best Mortgage Rate (http://BestMortgageRate.com)


Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

COMING SOON - Who is Grant Williams

31 6

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS41Mzk2QTAxMTkzNDk4MDhF
The Money MBA Podcast welcomes Brent Johnson of Santiago Capital to the show. Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe Originally recorded October 16, 2019 GUEST DETAILS Guest Name: Brent Johnson Professional Experience: Santiago Capital (http://www.SantiagoCapital.com) Social Media: Twitter: @SantiagoAuFund (http://twitter.com/SantiagoAuFund) HOST DETAILS Host Name: Jon Kutsmeda Professional Experience: Best Mortgage Rate (http://BestMortgageRate.com) Jon Kutsmeda .com (http://JonKutsmeda.com) Airbnb Financing (http://AirbnbFinancing.com) Money MBA Podcast (http://MoneyMBA.com) Social Media: Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda) Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda) Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda) YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda) SHOW NOTES 2:17 - Who is Brent Johnson 3:30 - Dot Com Bubble and Tech start-ups 5:38 - Living in San Francisco 6:24 - Brent’s thoughts on the financial crisis (Spy Game) 8:05 - Exposing the hypocrisy of Wall Street 11:50 - What is Santiago Capital 13:03 - The dollar story 15:29 - Triffin’s Dilemma 18:27 - The Dollar Milkshake Theory Ch. 1 - There will be blood 23:18 - The Dollar Milkshake Theory Ch. 2 - The Highlander 25:10 - The Dollar Milkshake Theory Ch. 3 - The Prestige 28:48 - Are central banks clueless? 30:38 - What’s wrong with the US repo markets 32:40 - What the spike in US repo rate means for the dollar milkshake 35:29 - A “new” plaza accord 36:37 - Is the big reset coming 38:47 - Everyone is still in the game 41:15 - Goodbye austerity, hello deficits 42:49 - Who controls monetary policy, central bankers or politicians 46:00 - The risk of the “risk free” rate 47:37 - A sovereign crisis - what happens if the Milkshake theory is correct 49:30 - The two best assets to own for the next 5 years 53:28 - How to trade the Dollar Milkshake Theory 57:02 - Hong Kong dollar peg 58:58 - Bitcoin and Crypto-currency 1:01:16 - The Milkshake Theory Conclusion 1:02:34 - Fiat will never die 1:05:25 - Year-end predictions - “November will be a big month.”

The Money MBA Podcast welcomes Brent Johnson of Santiago Capital to the show.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes


Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe


Originally recorded October 16, 2019


GUEST DETAILS

Guest Name:
Brent Johnson


Professional Experience:
Santiago Capital (http://www.SantiagoCapital.com)


Social Media:
Twitter: @SantiagoAuFund (http://twitter.com/SantiagoAuFund)


HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Best Mortgage Rate (http://BestMortgageRate.com)

Jon Kutsmeda .com (http://JonKutsmeda.com)

Airbnb Financing (http://AirbnbFinancing.com)

Money MBA Podcast (http://MoneyMBA.com)


Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

2:17 - Who is Brent Johnson

3:30 - Dot Com Bubble and Tech start-ups

5:38 - Living in San Francisco

6:24 - Brent’s thoughts on the financial crisis (Spy Game)

8:05 - Exposing the hypocrisy of Wall Street

11:50 - What is Santiago Capital

13:03 - The dollar story

15:29 - Triffin’s Dilemma

18:27 - The Dollar Milkshake Theory Ch. 1 - There will be blood

23:18 - The Dollar Milkshake Theory Ch. 2 - The Highlander

25:10 - The Dollar Milkshake Theory Ch. 3 - The Prestige

28:48 - Are central banks clueless?

30:38 - What’s wrong with the US repo markets

32:40 - What the spike in US repo rate means for the dollar milkshake

35:29 - A “new” plaza accord

36:37 - Is the big reset coming

38:47 - Everyone is still in the game

41:15 - Goodbye austerity, hello deficits

42:49 - Who controls monetary policy, central bankers or politicians

46:00 - The risk of the “risk free” rate

47:37 - A sovereign crisis - what happens if the Milkshake theory is correct

49:30 - The two best assets to own for the next 5 years

53:28 - How to trade the Dollar Milkshake Theory

57:02 - Hong Kong dollar peg

58:58 - Bitcoin and Crypto-currency

1:01:16 - The Milkshake Theory Conclusion

1:02:34 - Fiat will never die

1:05:25 - Year-end predictions - “November will be a big month.”

24 1

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS5GNjNDRDREMDQxOThCMDQ2
The Money MBA Podcast welcomes Raoul Pal to the show. Raoul is the CEO of Real Vision, an on-demand video service often referred to as the “Netflix” of finance and investing. Raoul shares his coming up story as an entrepreneur which includes his early days as the secret adviser to some of the world’s biggest hedge funds. Raoul might also be the original “Travel Blogger” as you’ll learn more about in this interview. We discuss his “End Game” article which was once considered the biggest financial article in the history of the internet … and eventually led to the genesis of Real Vision. What makes this interview unique is that we get to hear the untold story of Raoul’s journey as an entrepreneur. There is plenty of great investment takeaway’s, but if you want to hear what it’s like to launch a multi-million dollar business with ZERO industry experience, then buckle-up, because Raoul’s journey gets a little bumpy and is something every entrepreneur needs to hear. Raoul Pal is very active on twitter where he shares his thoughts and ideas on markets under the avatar @RaoulGMI. Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe Originally recorded July 3, 2019 GUEST DETAILS Guest Name: Raoul Pal Professional Experience: Global Macro Investor Real Vision TV (http://RealVision.com) Social Media: Twitter: @RaoulGMI (http://twitter.com/RaoulGMI) HOST DETAILS Host Name: Jon Kutsmeda Professional Experience: Best Mortgage Rate (http://BestMortgageRate.com) No Cost VA Loans (http://NoCostVALoans.com) Airbnb Financing (http://AirbnbFinancing.com) Money MBA Podcast (http://MoneyMBA.com) Social Media: Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda) Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda) Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda) YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda) SHOW NOTES 2:15 – Who is Raoul Pal 3:27 – How Raoul got started in finance and investing 5:02 – Box of rejection letters 7:49 – 30-year detour to becoming an entrepreneur; Treat everything like an entrepreneur 10:21 – The “James Bond” mystery persona and life as the original travel blogger 12:13 – “The End Game” 13:53 – The genesis of Real Vision TV. 15:06 – Twitter and Fin-twit. “The way to crowdsource intelligence”. 20:03 – Guru’s don’t exist … and there are no shortcuts. 20:38 – An idea is born, how Real Vision started. 25:23 – Flushing $1 million down the drain 26:51 – The “F this” moments 29:35 – The reality versus perception of being an entrepreneur 30:58 – Advice to future entrepreneurs Book recommendation: The Hard Thing About Hard Things, by Ben Horowitz) https://amzn.to/2YLMz9e 33:03 – Trying to keep everyone happy as an entrepreneur (and at Real Vision) 35:53 – Real Vision ethos 37:33 – Do you really own anything? The truth about the financial system 40:29 – Monetary policy has failed; Preparing for the end game 42:50 – The Parallel Financial Universe 47:26 – “Plan B” model for valuing Bitcoin 48:53 – Bitcoin or Gold in the event of an “End Game” scenario 49:20 – Raoul’s favorite Real Vision interviews 53:17 – The degrees of separation 55:18 – What’s next for Raoul and Real Vision 58:25 – What makes Real Vision extraordinary 59:51 – More advice for entrepreneurs 1:04:10 – How to contact Raoul and get access to Real Vision 1:05:39 – Anchoring and the insane value proposition of Real Vision 1:06:29 – Jon and Raoul’s plea to everyone – No one has an excuse to play ignorant Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe

The Money MBA Podcast welcomes Raoul Pal to the show.

Raoul is the CEO of Real Vision, an on-demand video service often referred to as the “Netflix” of finance and investing.

Raoul shares his coming up story as an entrepreneur which includes his early days as the secret adviser to some of the world’s biggest hedge funds.

Raoul might also be the original “Travel Blogger” as you’ll learn more about in this interview.

We discuss his “End Game” article which was once considered the biggest financial article in the history of the internet … and eventually led to the genesis of Real Vision.

What makes this interview unique is that we get to hear the untold story of Raoul’s journey as an entrepreneur.

There is plenty of great investment takeaway’s, but if you want to hear what it’s like to launch a multi-million dollar business with ZERO industry experience, then buckle-up, because Raoul’s journey gets a little bumpy and is something every entrepreneur needs to hear.

Raoul Pal is very active on twitter where he shares his thoughts and ideas on markets under the avatar @RaoulGMI.

Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe

Originally recorded July 3, 2019


GUEST DETAILS

Guest Name:
Raoul Pal

Professional Experience:
Global Macro Investor

Real Vision TV (http://RealVision.com)

Social Media:
Twitter: @RaoulGMI (http://twitter.com/RaoulGMI)


HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Best Mortgage Rate (http://BestMortgageRate.com)

No Cost VA Loans (http://NoCostVALoans.com)

Airbnb Financing (http://AirbnbFinancing.com)

Money MBA Podcast (http://MoneyMBA.com)

Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

2:15 – Who is Raoul Pal

3:27 – How Raoul got started in finance and investing

5:02 – Box of rejection letters

7:49 – 30-year detour to becoming an entrepreneur; Treat everything like an entrepreneur

10:21 – The “James Bond” mystery persona and life as the original travel blogger

12:13 – “The End Game”

13:53 – The genesis of Real Vision TV.

15:06 – Twitter and Fin-twit. “The way to crowdsource intelligence”.

20:03 – Guru’s don’t exist … and there are no shortcuts.

20:38 – An idea is born, how Real Vision started.

25:23 – Flushing $1 million down the drain

26:51 – The “F this” moments

29:35 – The reality versus perception of being an entrepreneur

30:58 – Advice to future entrepreneurs
Book recommendation: The Hard Thing About Hard Things, by Ben Horowitz)
https://amzn.to/2YLMz9e

33:03 – Trying to keep everyone happy as an entrepreneur (and at Real Vision)

35:53 – Real Vision ethos

37:33 – Do you really own anything? The truth about the financial system

40:29 – Monetary policy has failed; Preparing for the end game

42:50 – The Parallel Financial Universe

47:26 – “Plan B” model for valuing Bitcoin

48:53 – Bitcoin or Gold in the event of an “End Game” scenario

49:20 – Raoul’s favorite Real Vision interviews

53:17 – The degrees of separation

55:18 – What’s next for Raoul and Real Vision

58:25 – What makes Real Vision extraordinary

59:51 – More advice for entrepreneurs

1:04:10 – How to contact Raoul and get access to Real Vision

1:05:39 – Anchoring and the insane value proposition of Real Vision

1:06:29 – Jon and Raoul’s plea to everyone – No one has an excuse to play ignorant


Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe

2 0

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS4yODlGNEE0NkRGMEEzMEQy
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THE CRYPTO ALPHA PODCAST

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CLIP 1, EPISODE 4: During this clip from episode 4 we discuss how the decentralized nature of crypto can lead to violent crashes. In episode 4 of the podcast, recorded June 19, 2022, the Crypto Alpha Team welcomes special guest Hannah Jo Hamilton, an actuary and risk analyst at Genesis which is one of the world's largest digital asset lenders. You can see the full episode by visiting the YouTube link below: https://youtu.be/-rN47jv_zVw ------------------------------- CONNECT WITH US ------------------------------- You can connect with our guest Hannah Jo Hamilton on twitter at: https://twitter.com/hannahjojo_ To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda You can also follow @_CryptoAlpha on twitter at: https://twitter.com/_CryptoAlpha Visit our website to learn more about the crypto consulting services we offer: https://CryptoAlpha.com ---------------------- LEARN MORE ---------------------- CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James. Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit. More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist: https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP #bailout #crypto #decentralized

CLIP 1, EPISODE 4:
During this clip from episode 4 we discuss how the decentralized nature of crypto can lead to violent crashes.

In episode 4 of the podcast, recorded June 19, 2022, the Crypto Alpha Team welcomes special guest Hannah Jo Hamilton, an actuary and risk analyst at Genesis which is one of the world's largest digital asset lenders.

You can see the full episode by visiting the YouTube link below:
https://youtu.be/-rN47jv_zVw


-------------------------------
CONNECT WITH US
-------------------------------

You can connect with our guest Hannah Jo Hamilton on twitter at:
https://twitter.com/hannahjojo_

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP



#bailout #crypto #decentralized

2 0

YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC5DQUNERDQ2NkIzRUQxNTY1
EPISODE 6: In this episode we find hope in the carnage of the recent Crypto Crash. We also do a bit of a crypto mining refresher as Brandon shares news about Bitmain's new Ethereum miner. In addition, Andrew gives us his case for why Solana is one of the most promising cryptocurrencies after recent news of the Solana phone, called Saga. ------------------------------- CONNECT WITH US ------------------------------- To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda You can also follow @_CryptoAlpha on twitter at: https://twitter.com/_CryptoAlpha Visit our website to learn more about the crypto consulting services we offer: https://CryptoAlpha.com ---------------------- LEARN MORE ---------------------- CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James. Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit. More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist: https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP #defi #solanasaga #ethereum

EPISODE 6:
In this episode we find hope in the carnage of the recent Crypto Crash.

We also do a bit of a crypto mining refresher as Brandon shares news about Bitmain's new Ethereum miner.

In addition, Andrew gives us his case for why Solana is one of the most promising cryptocurrencies after recent news of the Solana phone, called Saga.


-------------------------------
CONNECT WITH US
-------------------------------

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP



#defi #solanasaga #ethereum

12 0

YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC41MzJCQjBCNDIyRkJDN0VD
EPISODE 5: In this episode we demystify the world of crypto mining. This is a topic that is normally hard to digest in one bite, but Crypto Alpha strives to make the complex less intimidating and easier to learn. This is one of the best introductions into mining you will ever hear, and it will help you not only understand what is currently unfolding under the hood of the big networks like Bitcoin, but also how you can use this information to achieve greater alpha when the market turns around (hopefully soon). ------------------------------- CONNECT WITH US ------------------------------- To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda You can also follow @_CryptoAlpha on twitter at: https://twitter.com/_CryptoAlpha Visit our website to learn more about the crypto consulting services we offer: https://CryptoAlpha.com ---------------------- LEARN MORE ---------------------- CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James. Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit. More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist: https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP #bitcoin #cryptomining #decentralized

EPISODE 5:
In this episode we demystify the world of crypto mining.

This is a topic that is normally hard to digest in one bite, but Crypto Alpha strives to make the complex less intimidating and easier to learn.

This is one of the best introductions into mining you will ever hear, and it will help you not only understand what is currently unfolding under the hood of the big networks like Bitcoin, but also how you can use this information to achieve greater alpha when the market turns around (hopefully soon).


-------------------------------
CONNECT WITH US
-------------------------------

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP



#bitcoin #cryptomining #decentralized

9 0

YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC4xMkVGQjNCMUM1N0RFNEUx
EPISODE 4: In this episode, recorded June 19, 2022, the Crypto Alpha Team welcomes special guest Hannah Jo Hamilton, an actuary and risk analyst at Genesis which is one of the world's largest digital asset lenders. This episode is longer than usual as we pick Hannah's brain across a variety of topics, with a focus on counterparty risks and the ongoing contagion from the Terra Luna and UST implosion. You definitely want to tune in before you think about buying the dip. ---------------------- TIMESTAMPS ---------------------- 1:00 - Welcoming Hannah Jo Hamilton to the podcast 2:00 - Hannah’s background as an actuary, crypto enthusiast, and DeFi analyst 3:30 - What is an actuary? 6:46 - What is counter-party risk? 11:00 - Inflation, the benefit of an elastic money supply in a market crash, and the moral hazard of bailing out investors. 22:09 - Thought Experiment: What if the coordinated attack of Luna and UST did not happen. 28:13 - The Fed has blood on their hands 36:16 - (Brandon) When will DeFi takeover and just be known as “finance”, plus the important role regulation will play. 45:29 - (Brandon) How DeFi can evolve to hedge against sharp downturns and counter-party risk in the future. 52:29 - (Andrew) Sounding the alarm on Celsius 58:16 - How to assess or value a project when no one else has yet, and the qualitative importance of “the team” leading a project. 1:06:38 - Is this the bottom or is a crypto winter ahead? ------------------------------- CONNECT WITH US ------------------------------- You can connect with our guest Hannah Jo Hamilton on twitter at: https://twitter.com/hannahjojo_ To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda You can also follow @_CryptoAlpha on twitter at: https://twitter.com/_CryptoAlpha Visit our website to learn more about the crypto consulting services we offer: https://CryptoAlpha.com ---------------------- LEARN MORE ---------------------- CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James. Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit. More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist: https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP #defi #crypto #riskmanagement

EPISODE 4:
In this episode, recorded June 19, 2022, the Crypto Alpha Team welcomes special guest Hannah Jo Hamilton, an actuary and risk analyst at Genesis which is one of the world's largest digital asset lenders.

This episode is longer than usual as we pick Hannah's brain across a variety of topics, with a focus on counterparty risks and the ongoing contagion from the Terra Luna and UST implosion.

You definitely want to tune in before you think about buying the dip.

----------------------
TIMESTAMPS
----------------------

1:00 - Welcoming Hannah Jo Hamilton to the podcast

2:00 - Hannah’s background as an actuary, crypto enthusiast, and DeFi analyst

3:30 - What is an actuary?

6:46 - What is counter-party risk?

11:00 - Inflation, the benefit of an elastic money supply in a market crash, and the moral hazard of bailing out investors.

22:09 - Thought Experiment: What if the coordinated attack of Luna and UST did not happen.

28:13 - The Fed has blood on their hands

36:16 - (Brandon) When will DeFi takeover and just be known as “finance”, plus the important role regulation will play.

45:29 - (Brandon) How DeFi can evolve to hedge against sharp downturns and counter-party risk in the future.

52:29 - (Andrew) Sounding the alarm on Celsius

58:16 - How to assess or value a project when no one else has yet, and the qualitative importance of “the team” leading a project.

1:06:38 - Is this the bottom or is a crypto winter ahead?


-------------------------------
CONNECT WITH US
-------------------------------

You can connect with our guest Hannah Jo Hamilton on twitter at:
https://twitter.com/hannahjojo_

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP



#defi #crypto #riskmanagement

15 0

YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC41MjE1MkI0OTQ2QzJGNzNG
EPISODE 3: In this episode, recorded June 15, 2022, we cover the ongoing woes in crypto markets. The next big domino to fall is the Celsius Network, which due to the knock-on effects of the Terra Luna crash, have announced they are freezing transfers and withdrawals. ------------------------------- CONNECT WITH US ------------------------------- To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda You can also follow @_CryptoAlpha on twitter at: https://twitter.com/_CryptoAlpha Visit our website to learn more about the crypto consulting services we offer: https://CryptoAlpha.com ---------------------- LEARN MORE ---------------------- CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James. Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit. More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist: https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP #celsius #celsiusnetwork #terraluna

EPISODE 3:
In this episode, recorded June 15, 2022, we cover the ongoing woes in crypto markets.

The next big domino to fall is the Celsius Network, which due to the knock-on effects of the Terra Luna crash, have announced they are freezing transfers and withdrawals.


-------------------------------
CONNECT WITH US
-------------------------------

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP



#celsius #celsiusnetwork #terraluna

1 0

YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC4wMTcyMDhGQUE4NTIzM0Y5
EPISODE 2: In this episode, recorded May 16, 2022, we discuss the rise and fall of Terra Luna and the algorithmic stablecoin UST. As one of the largest cryptocurrency networks by market cap, the collapse of LUNA has sent shockwaves throughout the crypto markets, threatening the stability of the entire industry. ------------------------------- CONNECT WITH US ------------------------------- To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: https://youtube.com/user/JonKutsmeda You can also follow @_CryptoAlpha on twitter at: https://twitter.com/_CryptoAlpha Visit our website to learn more about the crypto consulting services we offer: https://CryptoAlpha.com ---------------------- LEARN MORE ---------------------- CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James. Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit. More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist: https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP #terraluna #crypto #stablecoin

EPISODE 2:
In this episode, recorded May 16, 2022, we discuss the rise and fall of Terra Luna and the algorithmic stablecoin UST.

As one of the largest cryptocurrency networks by market cap, the collapse of LUNA has sent shockwaves throughout the crypto markets, threatening the stability of the entire industry.


-------------------------------
CONNECT WITH US
-------------------------------

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP



#terraluna #crypto #stablecoin

2 0

YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC4yODlGNEE0NkRGMEEzMEQy
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