94. Fed rate cut expectations soar along with asset prices, but winter is coming…

  Welcome back to Milkshakes, Markets, Madness. Additional content, including a Monday “Peek at the Week”, Flash Market Updates, and 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 WINTER IS COMING If one week was chosen to define the year, this past week would be a leading candidate. In fact, the entire month probably deserves our vote. November may have felt like the crescendo but we still must await the coda, and as the holiday season approaches recent market “misbehavior” will likely put investors on the naughty list. Stocks, bonds, and everything but the dollar soared higher this week on barely a “ho ho ho” from Santa Powell. Tis’ the season to be merry and the bulls have plenty to be thankful for this year, but the bears can feel it in their bones … winter is coming. This and more on the latest Milkshakes Markets Madness Show. https://youtu.be/56qikL21gSA ————————————– FULL-LENGTH EPISODE 56 (December 03, 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. *** ———————- WINTER IS COMING Season 01, Episode 89 ———————- 00:00 – “Winter is Coming” intro 00:11 – About the show 00:48 – Biggest month of the year 04:31 – Right direction, wrong magnitude 06:51 – Volatility is coming 07:39 – Cope and FOMO 10:37 – March rate cut rationale 13:27 – Not-so-perma bear 15:29 – Pain is coming 20:18 – Be prepared Bond Market Bloodbath: https://youtu.be/zh00yVIvlcU 26:30 – Gold and sentiment 31:48 – Brent is short the U.S. dollar, but… 36:29 – Winter is coming, be prepared 39:20 – The week ahead 40:43 – Brent’s final thoughts (“If”) 41:49 – Wrap-up 43:00 – “Winter Wonderland” outro 43:07 – Disclaimer ——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda invite you to share a laugh at their favorite Twitter tantrums, and the madness of financial markets. If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets, & Madness to enjoy the lighter side and off-topic discussions that include sports,