96. Powell sent markets into a pivot party frenzy but a holiday hangover awaits investors in 2024

  Welcome 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 POWELL PIVOT PARTY Brent Johnson and Jon Kutsmeda said they were done recording in 2023, but it turns out they couldn’t resist joining the Powell Pivot Party. Hang with the Milkshakes Duo for one more round of Madness as they throw back a shot, no chaser, of some holiday market cheer. Markets are certainly feeling fiesty, but if you’re feeling festive, then go grab yourself a holiday treat from the NEW Milkshakes Store. Enjoy this final FINAL episode of 2023 and we look forward to seeing you all next year for Season 2 of the Milkshakes Markets Madness Show. https://youtu.be/SM1DZV3oXcM ————————————– FULL-LENGTH EPISODE 58 (December 17, 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. *** ———————- POWELL PIVOT PARTY Season 01, Episode 91 ———————- 00:00 – “Powell Party” intro 00:05 – Milkshakes Pod Store http://store.milkshakespod.com/ 01:34 – Powell pivot surprise The Great Reset: https://youtu.be/rUeWayhzhkY 06:00 – Swinging Powell pendulum 09:08 – Buying cheap portfolio insurance Hell is Coming: https://youtu.be/XaLWESLvdQU 11:47 – Waiting for the sell-off 15:29 – Recapping Brent’s rant Burn it Down: https://youtu.be/chyAgJjNdEY Dollar Event Horizon: https://youtu.be/X39yT9O0EFI 17:30 – Writings on the wall 21:32 – Fed glide path 24:15 – Big moves in markets 26:33 – Evel Knievel and exit liquity 32:18 – Wrap-up Milkshakes Pod Store: http://store.milkshakespod.com/ 33:43 – Brent’s final thoughts 34:25 – “Prince 1999” outro 34:31 – 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,