89. The world stares down a sovereign debt crisis as the U.S. safe haven is questioned

  Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, Flash Market Updates, and a chat on the lighter side with the “Madness Edition” series, are all available exclusively on the YouTube Channel. If you are new to the show please read the LEARN MORE section which follows the show description and chapter timestamps further below. On our website there is an embedded video above and an audio player at the bottom of the page LAST DOMINO STANDING Markets are still grappling with the second consecutive Fed pause. The previous week bond markets had the biggest 3-day rally in a dozen years. Likewise, many of the most watched asset markets had their best 3-days of the year, resulting in the dollar’s biggest sell-off during that same stretch. However, just a week later and an ugly 30-year bond auction has many questioning if the world is finally beginning to reject U.S. bonds as the safe haven. Is the reckless spending finally catching up to the U.S. government, or is this just a warning sign that a global sovereign debt crisis is about to unfold. If so, then despite all its misbehaving, the U.S. is still likely to be the last domino standing. These stories and more on the latest Milkshakes Markets Madness Show. https://youtu.be/Iiu7mEDWLfg ————————————– FULL-LENGTH EPISODE 53 (November 12, 2023) ————————————– 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. *** ———————- LAST DOMINO STANDING Season 01, Episode 84 ———————- 00:00 – “Giant Domino” intro https://www.youtube.com/watch?v=eTfccJ7k_xM 00:08 – How to navigate our channel 00:47 – Cautious after a volatile week Rate Cut Contra: https://youtu.be/sYRMlieMfcU 04:12 – Fed doves and hawks When Doves Cry: https://youtu.be/rWrl_FMoCpE 06:05 – Bonds feeling “Moody” 09:56 – Family hate mail 11:08 – Last domino standing 17:55 – Seeking dollar alternatives Burn It All Down: https://youtu.be/chyAgJjNdEY 23:56 – Final drawdown 28:20 – Tactical trade updates Gold and War: https://youtu.be/k82x4c1_rvk Gold Price Pullback: https://youtu.be/sdOrdD-gti8 Bitcoin ETF Insiders: https://youtu.be/RnfWqkJHfrw 33:21 – Thoughts on real estate 38:09 – Full year in the books 39:10 – “Van Morrison Domino” outro