105. The next financial crisis is unfolding and The Fed is trapped

NOTICE: New episodes have been published exclusively on the YouTube Channel. Stay tuned for further updates on when the show will again syndicate everywhere. Until then enjoy this special release. THE FED IS TRAPPED Brent got stuck recording this episode without air conditioning, but he isn’t the only one feeling the heat. The Fed desperately wants to cut rates to save the banking system from collapse, but they are stuck between a rock (politics) and a hard place (record high asset prices). The equity markets aren’t the only ones who can see the Fed sweating. Bitcoin and the YOLO crowd are also raising the temperature as crypto prices have surged without a rate cut in sight. Is this just irrational exuberance and the sign of a top, or has the market correctly called the Fed’s bluff? Can risk assets continue to melt-up as the banks melt down? Find out with Brent Johnson and Jon Kutsmeda in the latest episode of MILKSHAKES MARKETS MADNESS. https://youtu.be/cjDgWT8BC5c ————————————– FULL-LENGTH EPISODE 67 (March 10, 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 09 ———————- 00:00 – Intros 00:24 – Irrational Exuberance in Markets 03:50 – The Need for a Market Pullback 07:22 – Central Bankers and Market Sentiment 10:15 – Market Expectations and Fed’s Rate Cuts 13:31 – Potential Problems in Commercial Real Estate and Banking 16:21 – Political Division and Social Factors 20:37 – Gold, Miners, and Liquidity 22:37 – Revisions in Non-Farm Payrolls and Market Sentiment 25:30 – Bitcoin and Liquidity 30:41 – US Dollar as a Safe Haven 33:54 – Portfolio Allocation and Certainty 40:07 – Bitcoin and Portfolio Allocation 44:19 – US Dollar as a Safe Haven 45:09 – Salutation 45:31 – Outro / 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 the About Us section of this website for additional links that help explain it all. —————————— JOIN THE MADNESS —————————— Share your thoughts with a comment on the