Podcasts / Videos

Milkshakes, Markets, & Madness PODCAST

The U.S. economy, although showing signs of weakness, continues to remain resilient in the face of tight monetary policy.

However, central banks in other countries are less confident about their own economic outlook as a few announced rate cuts this week.

Do they know something The Fed doesn't or is this just another example of the Dollar Milkshake Theory unfolding in real-time as global liquidity continues to seek shelter in the U.S. markets.

This is good news for foreign policy and the weaponization of the dollar, but it is also causing stubborn asset bubbles that risk undermining the Fed's goal of a soft landing.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/mvHC5RKIsnQ


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

-------------------------------
FULL-LENGTH EPISODE 80
(June 09, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes. 

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 22
-------------------------------
https://youtu.be/mvHC5RKIsnQ

00:00 – Intros

01:05 – Dollar Milkshakes Masterclass
MASTERCLASS @ milkshakespod .com

06:52 – Macro Alchemist

09:10 – Market overview

18:35 – Central bank policies

27:21 – Impacts of passive investing

32:07 – Weaponization of the Dollar

34:22 – Gamestop

38:17 – Closing Remarks

39:24 – Outros / Disclaimer


-------------------------------
BIG TAKEAWAYS
-------------------------------
• Details about the upcoming Dollar Milkshake Masterclass and Macro Alchemist research project.

• Volatility is likely to increase in the next six months due to various factors such as the presidential election, legal cases against Trump, the war with Ukraine and Russia, and potential rate cuts by central banks.

• Passive investing and the rise of passive investments contribute to the upward movement of equity markets.

• The GameStop situation and the actions of retail investors have attracted attention, but the outcome is uncertain.


-------------------------------
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.

Learn more about investing with Brent at https://SantiagoCapital.com

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com

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


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


---------------------
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.





#ratecuts #marketcrash #milkshakespod #gamestop #volatilitytrading #investing #finance #financialmarkets #dollarmilkshake #brentjohnson #jonkutsmeda #stockmarketforbeginners #investingforbeginners #passiveinvesting #federalreserve

The U.S. economy, although showing signs of weakness, continues to remain resilient in the face of tight monetary policy.

However, central banks in other countries are less confident about their own economic outlook as a few announced rate cuts this week.

Do they know something The Fed doesn't or is this just another example of the Dollar Milkshake Theory unfolding in real-time as global liquidity continues to seek shelter in the U.S. markets.

This is good news for foreign policy and the weaponization of the dollar, but it is also causing stubborn asset bubbles that risk undermining the Fed's goal of a soft landing.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/mvHC5RKIsnQ


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

-------------------------------
FULL-LENGTH EPISODE 80
(June 09, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 22
-------------------------------
https://youtu.be/mvHC5RKIsnQ

00:00 – Intros

01:05 – Dollar Milkshakes Masterclass
MASTERCLASS @ milkshakespod .com

06:52 – Macro Alchemist

09:10 – Market overview

18:35 – Central bank policies

27:21 – Impacts of passive investing

32:07 – Weaponization of the Dollar

34:22 – Gamestop

38:17 – Closing Remarks

39:24 – Outros / Disclaimer


-------------------------------
BIG TAKEAWAYS
-------------------------------
• Details about the upcoming Dollar Milkshake Masterclass and Macro Alchemist research project.

• Volatility is likely to increase in the next six months due to various factors such as the presidential election, legal cases against Trump, the war with Ukraine and Russia, and potential rate cuts by central banks.

• Passive investing and the rise of passive investments contribute to the upward movement of equity markets.

• The GameStop situation and the actions of retail investors have attracted attention, but the outcome is uncertain.


-------------------------------
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.

Learn more about investing with Brent at https://SantiagoCapital.com

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com

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


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


---------------------
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.





#ratecuts #marketcrash #milkshakespod #gamestop #volatilitytrading #investing #finance #financialmarkets #dollarmilkshake #brentjohnson #jonkutsmeda #stockmarketforbeginners #investingforbeginners #passiveinvesting #federalreserve

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS4yM0EyQ0U1M0I2RkIwNTQ0
Financial markets are about to face the most uncertain time in history.

However, before you prepare for the chaos you must first decide what type of risks you are willing to take. 

The stakes are high and unfortunately not every investor is going to make it.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/TxdJzbIiYbE


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

-------------------------------
FULL-LENGTH EPISODE 79
(June 02, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes. 

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 21
-------------------------------
https://youtu.be/TxdJzbIiYbE

00:00 – Intros

00:22 – Rebel Capitalist

02:44 – Portfolio structure

05:04 – Silver trade explained

09:49 – Tactical trading

16:41 – Commodity investing

19:06 – Recession signals

23:51 – Hedging for market uncertainty

26:06 – Risk adjusted returns

30:51 – Political climate and market impacts

37:47 – The end of The Fed

40:10 – Preparing for Trump 2.0

41:08 – Closing Remarks

41:24 – Outros / Disclaimer


-------------------------------
BIG TAKEAWAYS
-------------------------------
• The importance of portfolio management and the distinction between long-term and short-term investment strategies.

• The impact of market sentiment and geopolitical concerns on investment decisions.

• The potential influence of political events, such as civil unrest and election outcomes, on market volatility and asset classes.


-------------------------------
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.

Learn more about investing with Brent at https://SantiagoCapital.com

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com

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


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


---------------------
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.





#civilwar #endthefed #milkshakespod #commoditytrading #silverstacking #investing #finance #financialmarkets #dollarmilkshake #brentjohnson #jonkutsmeda #stockmarketforbeginners #investingforbeginners #donaldtrumpnews #federalreserve

Financial markets are about to face the most uncertain time in history.

However, before you prepare for the chaos you must first decide what type of risks you are willing to take.

The stakes are high and unfortunately not every investor is going to make it.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/TxdJzbIiYbE


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

-------------------------------
FULL-LENGTH EPISODE 79
(June 02, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 21
-------------------------------
https://youtu.be/TxdJzbIiYbE

00:00 – Intros

00:22 – Rebel Capitalist

02:44 – Portfolio structure

05:04 – Silver trade explained

09:49 – Tactical trading

16:41 – Commodity investing

19:06 – Recession signals

23:51 – Hedging for market uncertainty

26:06 – Risk adjusted returns

30:51 – Political climate and market impacts

37:47 – The end of The Fed

40:10 – Preparing for Trump 2.0

41:08 – Closing Remarks

41:24 – Outros / Disclaimer


-------------------------------
BIG TAKEAWAYS
-------------------------------
• The importance of portfolio management and the distinction between long-term and short-term investment strategies.

• The impact of market sentiment and geopolitical concerns on investment decisions.

• The potential influence of political events, such as civil unrest and election outcomes, on market volatility and asset classes.


-------------------------------
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.

Learn more about investing with Brent at https://SantiagoCapital.com

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com

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


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


---------------------
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.





#civilwar #endthefed #milkshakespod #commoditytrading #silverstacking #investing #finance #financialmarkets #dollarmilkshake #brentjohnson #jonkutsmeda #stockmarketforbeginners #investingforbeginners #donaldtrumpnews #federalreserve

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS5DQjg2RDQyMEVGQkZFOEVF
The weight of the world rests on the shoulders of one company.

But how did this happen?

One reason is the shift from active management to passive.

This is also why markets seem to only go one-way ... up!

However, what goes up must also come down, and if the "one stock" falls then look out below.


This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/PNJivrGmhjw


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

-------------------------------
FULL-LENGTH EPISODE 78
(May 26, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes. 

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 20
-------------------------------
https://youtu.be/PNJivrGmhjw

00:00 – Intros

00:27 – The Macro Alchemist
https://twitter.com/macro_alchemist

04:01 – The "One Stock"

09:07 – Extreme sentiment and positioning

13:01 – Revolutions and the Dotcom Bubble 

18:36 – Passive vs. Active Management

25:33 – Yen carry trade unwind

30:19 – Commodities, metals, market volatility

38:48 – Closing Remarks

39:48 – Outros / Disclaimer


-------------------------------
BIG TAKEAWAYS
-------------------------------
• Passive management, driven by the rise of index funds, has had a significant impact on the overall market returns, with certain companies like Nvidia driving a large portion of the market's performance.

• Extreme levels of sentiment and positioning in various markets, including equities and commodities, can indicate potential risks and the need for caution.

• While owning hard assets like commodities and precious metals is important, it is not a foolproof strategy and can experience significant drawdowns. Tactical trading and risk management are crucial in navigating volatile markets.

• The Japanese yen and its movements can have significant implications for global markets, including the unwinding of the yen carry trade and potential currency devaluations.

• Market conditions and opinions can change rapidly, and it is important to stay informed and adaptable in order to make informed investment decisions.


-------------------------------
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.

Learn more about investing with Brent at https://SantiagoCapital.com

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com

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


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


---------------------
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.





#stockmarket #investing #milkshakespod #nvidia #finance #financialmarkets #dollarmilkshake #brentjohnson #jonkutsmeda #artificialintelligence #stockmarketforbeginners #investingforbeginners #technologynews #forextrading

The weight of the world rests on the shoulders of one company.

But how did this happen?

One reason is the shift from active management to passive.

This is also why markets seem to only go one-way ... up!

However, what goes up must also come down, and if the "one stock" falls then look out below.


This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/PNJivrGmhjw


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

-------------------------------
FULL-LENGTH EPISODE 78
(May 26, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 20
-------------------------------
https://youtu.be/PNJivrGmhjw

00:00 – Intros

00:27 – The Macro Alchemist
https://twitter.com/macro_alchemist

04:01 – The "One Stock"

09:07 – Extreme sentiment and positioning

13:01 – Revolutions and the Dotcom Bubble

18:36 – Passive vs. Active Management

25:33 – Yen carry trade unwind

30:19 – Commodities, metals, market volatility

38:48 – Closing Remarks

39:48 – Outros / Disclaimer


-------------------------------
BIG TAKEAWAYS
-------------------------------
• Passive management, driven by the rise of index funds, has had a significant impact on the overall market returns, with certain companies like Nvidia driving a large portion of the market's performance.

• Extreme levels of sentiment and positioning in various markets, including equities and commodities, can indicate potential risks and the need for caution.

• While owning hard assets like commodities and precious metals is important, it is not a foolproof strategy and can experience significant drawdowns. Tactical trading and risk management are crucial in navigating volatile markets.

• The Japanese yen and its movements can have significant implications for global markets, including the unwinding of the yen carry trade and potential currency devaluations.

• Market conditions and opinions can change rapidly, and it is important to stay informed and adaptable in order to make informed investment decisions.


-------------------------------
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.

Learn more about investing with Brent at https://SantiagoCapital.com

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com

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


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


---------------------
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.





#stockmarket #investing #milkshakespod #nvidia #finance #financialmarkets #dollarmilkshake #brentjohnson #jonkutsmeda #artificialintelligence #stockmarketforbeginners #investingforbeginners #technologynews #forextrading

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS4wQUE0QzM4MkJGQ0YwQjUx
It was a bumpy week for the YOLO crowd as GameStop tried to relive its short-squeeze glory of 2021.

Meme stocks weren't the only ones taking punches, as some commodities were beat to a pulp, but orange juice wasn't one of them as it hit a new all-time high.

Stocks and gold also rallied to new records.

Meanwhile, silver, unlike GameStop, did manage to reclaim some of it's glory, fighting its way back to a 15-year high.

With all this good news, most investors are feeling invincible ... but is the streak about to end?

Brent Johnson and Jon Kutsmeda give a ring-side review of the risks that could lead to a surprise knock-out punch.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/JFspApOvpFo


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

-------------------------------
FULL-LENGTH EPISODE 77
(May 19, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes. 

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 19
-------------------------------
https://youtu.be/JFspApOvpFo

00:00 – Intros

00:44 – Cringe Congress

04:28 – Retail Madness
 
06:36 – Commodity markets

11:13 – Trading strategies

15:47 – China and U.S. Treasury sales

20:30 – Commodity to Equity Ratio

22:43 – CPI Inflation data 

25:05 – U.S. Dollar Weaponization

27:30 – Scotty Scheffler incident

31:30 – Closing Remarks

32:04 – Outros / Disclaimer


-------------------------------
BIG TAKEAWAYS
-------------------------------
• Charts that go straight up often come straight down, so caution is advised when investing in assets with rapid price increases.

• Commodities have seen dramatic price movements due to liquidity, supply chain constraints, and geopolitical tensions.

• The future of inflation is uncertain, and it may not come down as easily as some expect.

• China's selling of treasury bonds may be influenced by the need for dollars and the potential impact of higher interest rates.

• The recent arrest of golfer Scotty Scheffler at a PGA tournament adds an element of excitement to the typically calm world of golf.


-------------------------------
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.

Learn more about investing with Brent at https://SantiagoCapital.com

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com

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


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


---------------------
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.





#silverprice #goldrush #milkshakespod #dollarmilkshake #finance #financialmarkets #investing #brentjohnson #jonkutsmeda #gamestop #congresswomenarguement #shortsqueeze #stockmarketforbeginners #investingforbeginners

It was a bumpy week for the YOLO crowd as GameStop tried to relive its short-squeeze glory of 2021.

Meme stocks weren't the only ones taking punches, as some commodities were beat to a pulp, but orange juice wasn't one of them as it hit a new all-time high.

Stocks and gold also rallied to new records.

Meanwhile, silver, unlike GameStop, did manage to reclaim some of it's glory, fighting its way back to a 15-year high.

With all this good news, most investors are feeling invincible ... but is the streak about to end?

Brent Johnson and Jon Kutsmeda give a ring-side review of the risks that could lead to a surprise knock-out punch.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/JFspApOvpFo


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

-------------------------------
FULL-LENGTH EPISODE 77
(May 19, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 19
-------------------------------
https://youtu.be/JFspApOvpFo

00:00 – Intros

00:44 – Cringe Congress

04:28 – Retail Madness

06:36 – Commodity markets

11:13 – Trading strategies

15:47 – China and U.S. Treasury sales

20:30 – Commodity to Equity Ratio

22:43 – CPI Inflation data

25:05 – U.S. Dollar Weaponization

27:30 – Scotty Scheffler incident

31:30 – Closing Remarks

32:04 – Outros / Disclaimer


-------------------------------
BIG TAKEAWAYS
-------------------------------
• Charts that go straight up often come straight down, so caution is advised when investing in assets with rapid price increases.

• Commodities have seen dramatic price movements due to liquidity, supply chain constraints, and geopolitical tensions.

• The future of inflation is uncertain, and it may not come down as easily as some expect.

• China's selling of treasury bonds may be influenced by the need for dollars and the potential impact of higher interest rates.

• The recent arrest of golfer Scotty Scheffler at a PGA tournament adds an element of excitement to the typically calm world of golf.


-------------------------------
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.

Learn more about investing with Brent at https://SantiagoCapital.com

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com

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


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


---------------------
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.





#silverprice #goldrush #milkshakespod #dollarmilkshake #finance #financialmarkets #investing #brentjohnson #jonkutsmeda #gamestop #congresswomenarguement #shortsqueeze #stockmarketforbeginners #investingforbeginners

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS5GMDBDNkJGMzYzREUyMTYw
Is the U.S.A the good guy, or merely the lesser of all evils?

This week Brent Johnson and Jon Kutsmeda shine truth on what it means to be the hegemon, and why those predicting an imminent demise of the U.S. empire misunderstand the game of thrones being played.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/p2PEC-6REyY


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

-------------------------------
FULL-LENGTH EPISODE 76
(May 12, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes. 

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 18
-------------------------------
https://youtu.be/p2PEC-6REyY

00:00 – Intros

01:11 – Lessons from Game of Thrones

10:35 – Understanding power and geopolitics

32:29 – Fiscal Dominance and the Twin Deficits

35:22 – Role of the Treasury General Account (TGA)

40:05 – Dollar Milkshake Theory and the Imperial Cycle

44:48 – Weaponizing the U.S. Dollar

52:22 – The human need for certainty

59:27 – Government Power and its influence

1:09:35 – Closing Remarks

1:10:39 – Outros / Disclaimer


-------------------------------
BIG TAKEAWAYS
-------------------------------
• The dollar milkshake theory is often misunderstood and misconstrued by critics.

• Lessons from Game of Thrones can provide insights into how power and geopolitics work.

• The current debt-based monetary system is mathematically guaranteed to crash at some point.

• Fiscal dominance and the twin deficits play a significant role in the US economy and the global financial system.

• The concept of weaponizing the dollar refers to the ability of the US government to use its control over the currency to exert pressure on other countries.

• Human behavior is driven by a need for both certainty and variety, and this influences how people interpret and respond to economic and political narratives.

• Government power and influence are present in all countries, and it is important to critically evaluate claims of moral superiority or evilness in any particular government. 


-------------------------------
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.

Learn more about investing with Brent at https://SantiagoCapital.com

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com

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


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


---------------------
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.





#gameofthrones #usdollarcollapse #milkshakespod #dollarmilkshake #finance #financialmarkets #investing #brentjohnson #jonkutsmeda #governmentsecrets #geopolitics #chinausrelations #chinaustension #russiauswar

Is the U.S.A the good guy, or merely the lesser of all evils?

This week Brent Johnson and Jon Kutsmeda shine truth on what it means to be the hegemon, and why those predicting an imminent demise of the U.S. empire misunderstand the game of thrones being played.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/p2PEC-6REyY


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

-------------------------------
FULL-LENGTH EPISODE 76
(May 12, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 18
-------------------------------
https://youtu.be/p2PEC-6REyY

00:00 – Intros

01:11 – Lessons from Game of Thrones

10:35 – Understanding power and geopolitics

32:29 – Fiscal Dominance and the Twin Deficits

35:22 – Role of the Treasury General Account (TGA)

40:05 – Dollar Milkshake Theory and the Imperial Cycle

44:48 – Weaponizing the U.S. Dollar

52:22 – The human need for certainty

59:27 – Government Power and its influence

1:09:35 – Closing Remarks

1:10:39 – Outros / Disclaimer


-------------------------------
BIG TAKEAWAYS
-------------------------------
• The dollar milkshake theory is often misunderstood and misconstrued by critics.

• Lessons from Game of Thrones can provide insights into how power and geopolitics work.

• The current debt-based monetary system is mathematically guaranteed to crash at some point.

• Fiscal dominance and the twin deficits play a significant role in the US economy and the global financial system.

• The concept of weaponizing the dollar refers to the ability of the US government to use its control over the currency to exert pressure on other countries.

• Human behavior is driven by a need for both certainty and variety, and this influences how people interpret and respond to economic and political narratives.

• Government power and influence are present in all countries, and it is important to critically evaluate claims of moral superiority or evilness in any particular government.


-------------------------------
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.

Learn more about investing with Brent at https://SantiagoCapital.com

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com

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


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


---------------------
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.





#gameofthrones #usdollarcollapse #milkshakespod #dollarmilkshake #finance #financialmarkets #investing #brentjohnson #jonkutsmeda #governmentsecrets #geopolitics #chinausrelations #chinaustension #russiauswar

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS5CMUM0NzY5NzdEQzlGRjAx
This time last week the Yen was on a meltdown that many believed marked the end of the Japanese currency.

However, it was able to step back from the ledge, perhaps with a little help from The Fed and the BOJ.

Meanwhile, the internet was in frenzy after a clip went viral showing an economic advisor for the Biden Admin stumbling through an explanation of why the government is not able to simply print money ... or can it?

In our debt based financial system we are all playing musical chairs, until there is a crisis of confidence.

This week Brent Johnson and Jon Kutsmeda discuss how much longer we can expect to hear the music, and who will get the last chair standing.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/pCMghuPGqjw


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

-------------------------------
BIG TAKEAWAYS
-------------------------------
• Confidence is crucial for governments and currencies to maintain stability.

• Being contrarian can be challenging, but it can also lead to unique insights and opportunities.

• The devaluation of the Japanese yen and the potential for further devaluation highlight the complexities of currency dynamics.

• Back channel communications between central banks and governments play a crucial role in managing economic challenges.

• Understanding the confidence game in the financial system is essential for comprehending market dynamics.


-------------------------------
FULL-LENGTH EPISODE 75
(May 05, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes. 

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 17
-------------------------------
https://youtu.be/pCMghuPGqjw

00:00 – Intros

00:19 – Media and market theories

02:35 – Market psychology

04:42 – Currency confidence and predictions

07:07 – Japanese Yen and global currency dynamics

13:24 – MMT (Modern Monetary Theory)

18:49 – Currency wars and international relations

28:20 – Back channel communications

36:42 – The Confidence Game
What is Gold - https://youtu.be/MSafj5rjDSM?

47:37 – Interest rates and upcoming economic data

54:41 – Closing Remarks

55:51 – Outros / Disclaimer


-------------------------------
LEARN MORE
-------------------------------
Every week, Brent Johnson and Jon Kutsmeda share videos with the goal to help simplify complex economic ideas and to bring some much needed perspective to the madness of financial markets, without the hype or drama.

If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, Madness.

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 for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, connect with us...

-------------------------------
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.





#financialnews #modernmonetarytheory #milkshakespod #dollarmilkshake #finance #japaneseyen #financialmarkets #investing #brentjohnson #jonkutsmeda #forex #currencies #inflation #marketcrash #mmt

This time last week the Yen was on a meltdown that many believed marked the end of the Japanese currency.

However, it was able to step back from the ledge, perhaps with a little help from The Fed and the BOJ.

Meanwhile, the internet was in frenzy after a clip went viral showing an economic advisor for the Biden Admin stumbling through an explanation of why the government is not able to simply print money ... or can it?

In our debt based financial system we are all playing musical chairs, until there is a crisis of confidence.

This week Brent Johnson and Jon Kutsmeda discuss how much longer we can expect to hear the music, and who will get the last chair standing.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

https://youtu.be/pCMghuPGqjw


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

-------------------------------
BIG TAKEAWAYS
-------------------------------
• Confidence is crucial for governments and currencies to maintain stability.

• Being contrarian can be challenging, but it can also lead to unique insights and opportunities.

• The devaluation of the Japanese yen and the potential for further devaluation highlight the complexities of currency dynamics.

• Back channel communications between central banks and governments play a crucial role in managing economic challenges.

• Understanding the confidence game in the financial system is essential for comprehending market dynamics.


-------------------------------
FULL-LENGTH EPISODE 75
(May 05, 2024)
-------------------------------
The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.

*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***


-------------------------------
CHAPTERS
Season 02, Episode 17
-------------------------------
https://youtu.be/pCMghuPGqjw

00:00 – Intros

00:19 – Media and market theories

02:35 – Market psychology

04:42 – Currency confidence and predictions

07:07 – Japanese Yen and global currency dynamics

13:24 – MMT (Modern Monetary Theory)

18:49 – Currency wars and international relations

28:20 – Back channel communications

36:42 – The Confidence Game
What is Gold - https://youtu.be/MSafj5rjDSM?

47:37 – Interest rates and upcoming economic data

54:41 – Closing Remarks

55:51 – Outros / Disclaimer


-------------------------------
LEARN MORE
-------------------------------
Every week, Brent Johnson and Jon Kutsmeda share videos with the goal to help simplify complex economic ideas and to bring some much needed perspective to the madness of financial markets, without the hype or drama.

If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, Madness.

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 for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, connect with us...

-------------------------------
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.





#financialnews #modernmonetarytheory #milkshakespod #dollarmilkshake #finance #japaneseyen #financialmarkets #investing #brentjohnson #jonkutsmeda #forex #currencies #inflation #marketcrash #mmt

YouTube Video UEw1MHRUZFFtYzZDNm5MYVJ2M1ZVMWlyOTJBaC1JeUItZS5EMzJDRTUwQjBEOUVFQzAw

THE MORTGAGE GURU PODCAST

There are rumors of a government sponsored program that could bail out homeowners and send home prices even higher.

What is it and will it get approved?

Find out in this video from finance expert Jon Kutsmeda.


----------------------
CHAPTERS
----------------------
00:00 – Welcome back / Milkshakes Pod
https://www.youtube.com/channel/UChvlmVy6Q0a9uC1jRFRpp8Q

00:38 – Freddie Mac 2nd mortgages

01:39 – Closed-end (TERM) vs. Revolving loans (HELOC)

02:11 – 2nd mortgage risks (for lenders)

02:57 – CLTV (combined loan-to-value) ratio

03:38 – Things to keep in mind

04:24 – Inflation and Fed policy decision impact

06:21 – Short window 2nd mortgages in 2022

07:13 – Liquidity injection 

07:40 – Fueling the next housing price boom

08:13 – Payment relief and financing lifestyle

08:50 – Bull market boost

09:41 – Done deal or just an idea?

10:21 – Mortgage automation with Ai
https://www.LendZen.com



----------------------------------
CONNECT WITH JON
----------------------------------
Follow Jon on twitter at https://twitter.com/JonKutsmeda

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

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

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com




#housingmarket #homeprices #mortgagerates #jonkutsmeda #lendzen #realestate #mortgageai #refinance #cashoutrefinance #freddiemac #2ndmortgage #heloc #milkshakespod #brentjohnson

There are rumors of a government sponsored program that could bail out homeowners and send home prices even higher.

What is it and will it get approved?

Find out in this video from finance expert Jon Kutsmeda.


----------------------
CHAPTERS
----------------------
00:00 – Welcome back / Milkshakes Pod
https://www.youtube.com/channel/UChvlmVy6Q0a9uC1jRFRpp8Q

00:38 – Freddie Mac 2nd mortgages

01:39 – Closed-end (TERM) vs. Revolving loans (HELOC)

02:11 – 2nd mortgage risks (for lenders)

02:57 – CLTV (combined loan-to-value) ratio

03:38 – Things to keep in mind

04:24 – Inflation and Fed policy decision impact

06:21 – Short window 2nd mortgages in 2022

07:13 – Liquidity injection

07:40 – Fueling the next housing price boom

08:13 – Payment relief and financing lifestyle

08:50 – Bull market boost

09:41 – Done deal or just an idea?

10:21 – Mortgage automation with Ai
https://www.LendZen.com



----------------------------------
CONNECT WITH JON
----------------------------------
Follow Jon on twitter at https://twitter.com/JonKutsmeda

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

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

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda.

Learn more about working with Jon and his Mortgage Ai company at https://www.LendZen.com




#housingmarket #homeprices #mortgagerates #jonkutsmeda #lendzen #realestate #mortgageai #refinance #cashoutrefinance #freddiemac #2ndmortgage #heloc #milkshakespod #brentjohnson

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS5GNjNDRDREMDQxOThCMDQ2
MORTGAGE GURU PODCAST
- Season 03, Episode 02 -
"Lurking in the Shadows of the Economy"

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
MORTGAGE GURU PODCAST
- Season 03, Episode 01 -
"Slaying the Inflation Dragon"

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
MORTGAGE GURU PODCAST
- Episode 11 - 
"The Fed Strikes Back and Hikes Rates"

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
MORTGAGE GURU PODCAST
- Episode 10 (Extended Clip) - 
"Mortgage Rate Secret Revealed"

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
MORTGAGE GURU PODCAST
- Episode 10 -
"Mortgage Rates Drop Despite Fed Rate Hikes"

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

2 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS4wOTA3OTZBNzVEMTUzOTMy

THE MONEY MBA PODCAST

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 9

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS4yMUQyQTQzMjRDNzMyQTMy
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.”

25 2

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

THE CRYPTO ALPHA PODCAST

CRYPTO ALPHA PODCAST
- Episode 4 (Extended Clip) -
"The Crypto Lender of Last Resort"

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
CRYPTO ALPHA PODCAST
- Episode 5 -
"Crypto Mining Explained and Why it Matters"


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
CRYPTO ALPHA PODCAST
- Episode 4 -
"Confessions of a Crypto Actuary - How to Access Risk in Crypto"

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

14 0

YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC41MjE1MkI0OTQ2QzJGNzNG
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