🥤 Markets Madness

Join Brent Johnson (@SantiagoAuFund) weekly for markets and madness. ⬇️ Click the link for show access details ⬇️

[🥤 Markets Madness @MilkshakesPod]

This week we preview the Milkshake Masterclass:
Why it matters
Why its needed
And why its impossible to cover in one hour

From our current Monetary Matrix to a new Monetary Paradigm, this episode touches on issues that make the USD so hard to dethrone.

https://t.co/tOyHP8UrNA

[🥤 Markets Madness @MilkshakesPod]

Stay tuned for an episode later this week where I sit down with real estate expert and all around great guy @kenmcelroy
This is a good one...!

[🥤 Markets Madness @MilkshakesPod]

What is money?

And how far down the Rabbit Hole are you willing to go in order to figure it out?

All this and more on the latest edition of Milkshakes Markets and Madness. 👇

https://t.co/dbZGBzz8HC

[🥤 Markets Madness @MilkshakesPod]

Since the Trump election, Markets have been on a tear, Trump has been delivering the expected Madness, and the now ever present Elon Musk has been right at the Donald's side.

All this and more on the latest episode of MILKSHAKES MARKETS MADNESS...!

https://t.co/ieyaAXMK2V

[🥤 Markets Madness @MilkshakesPod]

This week we discuss what really happened, and more importantly, what did NOT happen, with China's recent USD bond issuance.

Remember, it's important to keep your head when everyone else is losing theirs..

https://t.co/YI17Zed7nv

[🥤 Markets Madness @MilkshakesPod]

Why has the Dollar been rallying and why has Gold been falling? And what does Trump's win have to do with it?

All this and more on the latest episode of Milkshakes Markets and Madness...👇
https://t.co/usMQGpLpCO

[🥤 Markets Madness @MilkshakesPod]

What's the difference between Econ Policy & Econ Statecraft?

With Trump reascending to the Presidency this is critical to understand.

Don't miss this episode with @TheMichaelEvery as he lays out this very important "Grand Macro Strategy" framework. 👇
https://t.co/PsCvqkVxoE

[🥤 Markets Madness @MilkshakesPod]

When the Music stops, will your assets be sitting near the chairs? Or have you allocated them to an entirely different room where the chairs don't even exist? 👇

[🥤 Markets Madness @MilkshakesPod]

The Global Monetary System works the same way as a game of Musical Chairs. And when the Music stops, there is nothing more important than grabbing a Chair.

On our 100th Episode, we walk through this dynamic Step by Step. 👇

https://t.co/Kd5yoK5QI4

[Keith Weiner @RealKeithWeiner]

Apropos of nothing!

[🥤 Markets Madness @MilkshakesPod]

@infraa_ This would be true if I had not specifically made it clear at the beginning and have addressed it many times since that the dollar would rise vs other currencies even though all fiat would be debased. Anyone still confused is confused because they want to be confused.

[🥤 Markets Madness @MilkshakesPod]

The Global Monetary System works the same way as a game of Musical Chairs. And when the Music stops, there is nothing more important than grabbing a Chair.

On our 100th Episode, we walk through this dynamic Step by Step. 👇

https://t.co/Kd5yoK5QI4

[🥤 Markets Madness @MilkshakesPod]

We will be digging into the thread below in more detail on tomorrow's episode of Milkshakes Markets & Madness.
If you want to understand why monetary supply also equals monetary demand, and why this matters, be sure to check it out at the link below...!

https://t.co/lrDELYiOzr

[Santiago Capital @SantiagoAuFund]

Think of the monetary system like a game of Musical Chairs. USD Base Money (Reserves at the Fed + Physical Cash & Coins) are the Chairs. All other USD monetary aggregates (M2, M3, Securitized Debts/Loans, USD credit extended, etc) are the people circling the chairs.

[🥤 Markets Madness @MilkshakesPod]

🚨🚨🚨

China Dumping US Treasuries!

https://t.co/pSOdxLG3Nb

[🥤 Markets Madness @MilkshakesPod]

Following up on last week, we again discuss USD & Gold rising together & why the haters get so emotional regarding this idea.
We also detail the COT report to help explain whether its Bullish or Bearish, and why it mostly matters only at extremes.
https://t.co/hRXZGY1LZF

[🥤 Markets Madness @MilkshakesPod]

This week we discuss how the story has never changed regarding USD & Gold rising together. We also dig into the current sentiment & positioning found in the Gold market. The extreme nature of both means there will be blood! Its only a question of whose...
https://t.co/jmi63XaLSI

[🥤 Markets Madness @MilkshakesPod]

This week we delve into the Yen Carry Trade, and explain why even in a world where fiat currency is debased, the relative levels of currency are the catalysts for crisis, and why they might be the most important thing to care about. 👇

https://t.co/KdjChppqH6

[🥤 Markets Madness @MilkshakesPod]

This week saw volatility return as risk assets had one of their worst of the yr. We review a potential path for markets, why its important to mind the gaps, & most importantly of all why you need to keep a clear head when everyone else is losing theirs.✌️

https://t.co/HByDyI9C2g

[Macro Alchemist @macro_alchemist]

JUST RELEASED! 🚨

Our most recent edition of Think Laugh Cry where we ask whether the fall of the Berlin Wall led to the spread of Democracy and Capitalism? Or was Central Planning an Socialist ideals unleashed upon the world...?

Download it here for FREE:

https://t.co/nLPM2wtWV9

[🥤 Markets Madness @MilkshakesPod]

This week saw risk assets continue to rebound while the DXY closed at its lows of the year. So is global De-Dollarization really here? And if so, what path should we expect markets to take?

This & more on MILKSHAKES MARKETS MADNESS.

https://t.co/DmAKaRW1bU

[🥤 Markets Madness @MilkshakesPod]

Hi everyone...due to some technical difficulties amidst a travel day we unfortunately will not be able to have an episode this week. Apologies to all for the inconvenience. Will be back next week!