NOTICE: Full-length episodes are published first on YouTube every Sunday, then distributed to the pod feeds and other outlets on Wednesday. Visit our YouTube Channel to watch the videos when they are first released.





RATE CUT BLOW UP

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/TxdJzbIiYbE




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FULL-LENGTH EPISODE 80

(June 09, 2024)

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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. ***






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CHAPTERS

Season 02, Episode 22

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00:00 – Intros



01:05 – Dollar Milkshakes Masterclass



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





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CONNECT WITH US

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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



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