33. S01:E28 – This Time Is (NOT) Different

  SEASON 01 – EPISODE 28

Welcome back to Milkshakes, Markets, & Madness where we invite you to share a laugh with us each week as we discuss our favorite Twitter tantrums and the madness of financial markets.

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

THIS TIME IS (NOT) DIFFERENT

The title of the book by Carmen Reinhart and Kenneth Rogoff, This Time Is Different, has become a popular phrase in finance.

It is often said with veiled sarcasm, because truthfully, it is NEVER different this time.

Irrational behavior begets irrational markets, and no matter how good the good times seem, nothing goes up forever, unless…

Learn more on the latest Milkshakes, Markets, and Madness Show.
https://youtu.be/bObodCYIJb4


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CHAPTERS
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00:00 – Title screen

00:05 – Episode overview

02:09 – Disclaimer

02:11 – Video intro (5 seconds)

02:16 – Quiet week

03:07 – Russia mutiny

05:32 – False Flags

08:26 – War and the market response

12:37 – Quarter-end rebalancing

14:17 – Buying the pullback

16:33 – How to invest with a war

20:04 – Is this time different?

23:32 – High rates boosting credit

26:59 – The intoxicating bear case

30:33 – Reversion to the mean

32:16 – Summer doldrums

34:00 – Nothing makes sense

34:41 – Salutations

35:27 – Outro

35:42 – Disclaimer


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LEARN MORE
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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, politics, memes, travel, and whatever fun they find during the week.

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.


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JOIN THE MADNESS
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Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are there!

Join us each week for another episode, released every Saturday morning Eastern