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Milkshakes, Markets, & Madness PODCAST

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Things are calm...eerily calm.<br /><br />Fear seems to be dead and buried, or is it?<br /><br />Perhaps we won't need to wait long to find out as the summer ends and we enter a more volatile time of year for markets.<br /><br />In the meantime, Brent and Jon seem content getting paid to wait, but central banks can't keep the plates spinning forever.<br /><br />Join the Milkshakes Duo to safely navigate the road home.<br /><br />Otherwise, you better click your heels and start chanting - "no chairman like Jerome".<br /><br />Learn more on the latest Milkshakes, Markets, Madness Show.<br />https://youtu.be/OQu7-5zK9YQ<br /><br /><br /><br />*** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. *** <br /><br /><br />---------------------------------------------<br />Full-Length Episode (Season 01, Episode 38)<br />"CALM BEFORE THE STORM"<br />---------------------------------------------<br />00:00 – Video intro (26 seconds)<br /><br />00:28 – Disclaimer<br /><br />00:30 – Learn more<br /><br />01:16 – Sizing up the week<br /><br />03:56 – On the sidelines<br /><br />05:00 – When Doves Cry<br /><br />06:07 – VIX, 0DTE, and trading volatility <br /><br />10:16 – Something is mispriced<br /><br />13:08 – Paid to wait<br /><br />13:51 – Treasury Bills vs. Bonds<br /><br />20:25 – Bond banter breakdown<br /><br />21:53 – Master plate spinners<br /><br />26:30 – Watch all the players<br /><br />32:59 – Thanks for the support<br /><br />33:46 – The wrap-up<br /><br />34:28 – Outro<br /><br />34:42 – Disclaimer<br /><br /><br />---------------------<br />LEARN MORE<br />----------------------<br />Every week, Brent Johnson and Jon Kutsmeda invite you to share a laugh at their favorite Twitter tantrums, and the madness of financial markets.<br /><br />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.<br /><br />For anyone who is unfamiliar with our hosts, or new to the Dollar Milkshake Theory, please visit our website http://MilkshakesPod.com and read the "About Us" page to learn more.<br /><br /><br />---------------------------------<br />JOIN THE MADNESS<br />---------------------------------<br />Share your thoughts with a comment on the YouTube Channel and hit the SUBSCRIBE button while you are here!<br /><br />Join us for multiple episodes each week.<br /><br />The full content schedule can be found here on the ABOUT page:<br />https://www.youtube.com/@MilkshakesPod/about<br /><br />Until then, don't be bashful, share with us any madness you come across during the week.<br /><br /><br />-------------------------------<br />CONNECT WITH US<br />-------------------------------<br />To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod<br /><br />You can follow Brent Johnson on Twitter at @SantiagoAuFund<br /><br />You can follow Jon Kutsmeda on Twitter at @JonKutsmeda<br /><br />More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod.<br /><br /><br /><br /><br /><br />#volatility #financialcrisis #cashflow

Things are calm...eerily calm.

Fear seems to be dead and buried, or is it?

Perhaps we won't need to wait long to find out as the summer ends and we enter a more volatile time of year for markets.

In the meantime, Brent and Jon seem content getting paid to wait, but central banks can't keep the plates spinning forever.

Join the Milkshakes Duo to safely navigate the road home.

Otherwise, you better click your heels and start chanting - "no chairman like Jerome".

Learn more on the latest Milkshakes, Markets, Madness Show.
https://youtu.be/OQu7-5zK9YQ



*** If you are new to the show, please read the LEARN MORE section, which follows the chapter timestamps below. ***


---------------------------------------------
Full-Length Episode (Season 01, Episode 38)
"CALM BEFORE THE STORM"
---------------------------------------------
00:00 – Video intro (26 seconds)

00:28 – Disclaimer

00:30 – Learn more

01:16 – Sizing up the week

03:56 – On the sidelines

05:00 – When Doves Cry

06:07 – VIX, 0DTE, and trading volatility

10:16 – Something is mispriced

13:08 – Paid to wait

13:51 – Treasury Bills vs. Bonds

20:25 – Bond banter breakdown

21:53 – Master plate spinners

26:30 – Watch all the players

32:59 – Thanks for the support

33:46 – The wrap-up

34:28 – Outro

34:42 – 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, 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 our website http://MilkshakesPod.com and read the "About Us" page to learn more.


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

Join us for multiple episodes each week.

The full content schedule can be found here on the ABOUT page:
https://www.youtube.com/@MilkshakesPod/about

Until then, don't be bashful, share with us any madness you come across during the week.


-------------------------------
CONNECT WITH US
-------------------------------
To make sure you always get your weekly dose of Madness, please subscribe to our YouTube channel @MilkshakesPod

You can follow Brent Johnson on Twitter at @SantiagoAuFund

You can follow Jon Kutsmeda on Twitter at @JonKutsmeda

More links to the show, including your favorite podcast feed, can be found at https://linktr.ee/milkshakespod.





#volatility #financialcrisis #cashflow

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THE MORTGAGE GURU PODCAST

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EPISODE 11: <br />The Fed strikes back against animal spirts and investors front-running the potential of a pivot.<br /><br />The Fed raised the overnight lending rate once again in a telegraphed move of a 50-basis point increase; The Fed Funds Rate now sits at 4.50%.<br /><br />This is the most aggressive rate hiking cycle in Fed history, adding all 450 basis points of hikes in 2022.<br /><br />Rate hiking cycles typically end in a recession or a similar type of financial crisis, and that is exactly what the yield curve is implying.<br /><br />The entire yield curve at one point has been inverted, including the Fed Funds Rate and the 30-year U.S Treasury Bond.<br /><br />In this episode I discuss what an extremely inverted curve means for the future of the U.S. economy, including the labor market and the housing market.<br /><br />Of course, we also discuss mortgage rates, which after climbing above 7% for the first time in over two-decades receded back into the low 6% range.<br /><br />This rally came off the back of a critical recovery in long-duration U.S. Bonds as the 10-year closed the week below 3.50% after reaching the dizzying heights of 4.25% in late October.<br /><br />Bond prices drive most first-lien mortgage rates, far more than the Fed and their overnight lending rate.<br /><br />However, rates on 2nd-lien mortgages, especially HELOC's (Home Equity Line of Credit), are heavily influenced by Fed policies, which I explain in the podcast.<br /><br />Tune in for this week's episode to learn more about HELOC interest rates and why the time to consider one is probably now behind you.<br /><br />I also share where I think 30-year fixed mortgage rates are headed in 2023 - 2024 and I give you the inside scoop on how to access my financial markets "2022 Year in Review".<br /><br /><br />----------------------<br />TIMESTAMPS <br />----------------------<br /><br />00:00 - <br /><br /><br />----------------------------------<br />CONNECT WITH JON<br />----------------------------------<br /><br />To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com<br /><br />You can also follow Jon on twitter at https://twitter.com/JonKutsmeda<br /><br />or on Instagram at https://www.instagram.com/JonKutsmeda<br /><br />and on all other social media via his handle @JonKutsmeda.<br /><br />To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.<br /><br />Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.<br /><br />To subscribe to this podcast visit https://www.MortgageGuruPodcast.com<br /><br /><br /><br />#mortgagerates #ratehikes #recession

EPISODE 11:
The Fed strikes back against animal spirts and investors front-running the potential of a pivot.

The Fed raised the overnight lending rate once again in a telegraphed move of a 50-basis point increase; The Fed Funds Rate now sits at 4.50%.

This is the most aggressive rate hiking cycle in Fed history, adding all 450 basis points of hikes in 2022.

Rate hiking cycles typically end in a recession or a similar type of financial crisis, and that is exactly what the yield curve is implying.

The entire yield curve at one point has been inverted, including the Fed Funds Rate and the 30-year U.S Treasury Bond.

In this episode I discuss what an extremely inverted curve means for the future of the U.S. economy, including the labor market and the housing market.

Of course, we also discuss mortgage rates, which after climbing above 7% for the first time in over two-decades receded back into the low 6% range.

This rally came off the back of a critical recovery in long-duration U.S. Bonds as the 10-year closed the week below 3.50% after reaching the dizzying heights of 4.25% in late October.

Bond prices drive most first-lien mortgage rates, far more than the Fed and their overnight lending rate.

However, rates on 2nd-lien mortgages, especially HELOC's (Home Equity Line of Credit), are heavily influenced by Fed policies, which I explain in the podcast.

Tune in for this week's episode to learn more about HELOC interest rates and why the time to consider one is probably now behind you.

I also share where I think 30-year fixed mortgage rates are headed in 2023 - 2024 and I give you the inside scoop on how to access my financial markets "2022 Year in Review".


----------------------
TIMESTAMPS
----------------------

00:00 -


----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#mortgagerates #ratehikes #recession

2 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS41MzJCQjBCNDIyRkJDN0VD
CLIP 1, EPISODE 10: <br />In this video I explain how mortgage rates DO NOT rise or fall.<br /><br />Instead, what actually happens is mortgage rates become either more expensive or cheaper.<br /><br />This is because mortgage rates, and their price, are derived from specific mortgage bond coupons.<br /><br />Depending on a number of factors, bond investors will buy or sell certain coupons based on their price and yield (rate).<br /><br />This liquidity, or capital inflow, to certain bonds is what makes mortgage rates more expensive or cheaper.<br /><br />Learn more by listening in to this clip from the July 29, 2022 episode of the Mortgage Guru Podcast.<br /><br /><br />----------------------------------<br />CONNECT WITH JON<br />----------------------------------<br /><br />To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com<br /><br />You can also follow Jon on twitter at https://twitter.com/JonKutsmeda<br /><br />or on Instagram at https://www.instagram.com/JonKutsmeda<br /><br />and on all other social media via his handle @JonKutsmeda.<br /><br />To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.<br /><br />Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.<br /><br />To subscribe to this podcast visit https://www.MortgageGuruPodcast.com<br /><br /><br /><br />#mortgagerates #refinance #bondmarket

CLIP 1, EPISODE 10:
In this video I explain how mortgage rates DO NOT rise or fall.

Instead, what actually happens is mortgage rates become either more expensive or cheaper.

This is because mortgage rates, and their price, are derived from specific mortgage bond coupons.

Depending on a number of factors, bond investors will buy or sell certain coupons based on their price and yield (rate).

This liquidity, or capital inflow, to certain bonds is what makes mortgage rates more expensive or cheaper.

Learn more by listening in to this clip from the July 29, 2022 episode of the Mortgage Guru Podcast.


----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#mortgagerates #refinance #bondmarket

5 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS4xMkVGQjNCMUM1N0RFNEUx
EPISODE 10: <br />It was a jam-packed week with the FOMC rate decision and the first report on Q2 GDP.<br /><br />The bond market rallied after the Fed raised the policy rate, the Fed Funds, by 75 basis points.<br /><br />This brought the 10-year Treasury Bond below the 2.75% resistance level, ending the week right around 2.65%.<br /><br />The yield curve has been inverted across different parts of the curve for months. This is a very strong predictor of recession and just prior to The Fed announcement the 2-year and the 10-year was inverted more than 30-bps.<br /><br />Speaking of recession, an advance GDP report on Thursday showed the economy contracted again in quarter 2.<br /><br />The -0.9% drop marks two consecutive quarters of negative GDP, which is considered an official recession.<br /><br />After the rate hike announcement and the GDP report the ongoing bond market rally which started a month ago picked up further momentum and as a result mortgage rates dropped to the lowest level in nearly 3-months.<br /><br />How can mortgage rates drop if the Fed is hiking rates?<br /><br />Tune in for this week's episode to find out, and to hear an explainer on why mortgage rates do not actually drop but instead lower rates merely become less expensive.?<br /><br /><br /><br />----------------------<br />TIMESTAMPS <br />----------------------<br /><br />00:25 - The Fed hikes the Fed Funds by 75 basis points<br /><br />01:05 - What is the Fed Funds Rate<br /><br />01:54 - The Fed's dual mandate<br /><br />02:50 - Did the Fed cause high Inflation<br /><br />05:35 - The supply chain bull whip effect<br /><br />06:16 - When the only tool is a hammer (rate hikes)<br /><br />07:00 - The impact of inflation<br /><br />09:13 - How the bond market influences mortgage rates<br /><br />09:59 - The mortgage rate data is lying<br /><br />11:48 - How mortgage rates rise or fall (HINT: it's not the FED)<br /><br />14:10 - What is really means to "Pay Points"<br /><br />15:40 - Stop asking, "what is your rate"?<br /><br />17:24 - Mortgages do not go up or down, instead they...<br /><br />19:56 - Inflation as a rate-of-change<br /><br />22:30 - What the current "risk off" bond rally means for mortgage rates<br /><br />26:15 - The Fed hiking rates usually results in lower mortgage rates<br /><br />28:57 - Are we in a recession?<br /><br />30:30 - Keep a close eye on this piece of data<br /><br />33:05 - Plan for the future, not for the present<br /><br />34:41 - In conclusion<br /><br /><br />----------------------------------<br />CONNECT WITH JON<br />----------------------------------<br /><br />To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com<br /><br />You can also follow Jon on twitter at https://twitter.com/JonKutsmeda<br /><br />or on Instagram at https://www.instagram.com/JonKutsmeda<br /><br />and on all other social media via his handle @JonKutsmeda.<br /><br />To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.<br /><br />Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.<br /><br />To subscribe to this podcast visit https://www.MortgageGuruPodcast.com<br /><br /><br /><br />#mortgagerates #ratehikes #recession

EPISODE 10:
It was a jam-packed week with the FOMC rate decision and the first report on Q2 GDP.

The bond market rallied after the Fed raised the policy rate, the Fed Funds, by 75 basis points.

This brought the 10-year Treasury Bond below the 2.75% resistance level, ending the week right around 2.65%.

The yield curve has been inverted across different parts of the curve for months. This is a very strong predictor of recession and just prior to The Fed announcement the 2-year and the 10-year was inverted more than 30-bps.

Speaking of recession, an advance GDP report on Thursday showed the economy contracted again in quarter 2.

The -0.9% drop marks two consecutive quarters of negative GDP, which is considered an official recession.

After the rate hike announcement and the GDP report the ongoing bond market rally which started a month ago picked up further momentum and as a result mortgage rates dropped to the lowest level in nearly 3-months.

How can mortgage rates drop if the Fed is hiking rates?

Tune in for this week's episode to find out, and to hear an explainer on why mortgage rates do not actually drop but instead lower rates merely become less expensive.?



----------------------
TIMESTAMPS
----------------------

00:25 - The Fed hikes the Fed Funds by 75 basis points

01:05 - What is the Fed Funds Rate

01:54 - The Fed's dual mandate

02:50 - Did the Fed cause high Inflation

05:35 - The supply chain bull whip effect

06:16 - When the only tool is a hammer (rate hikes)

07:00 - The impact of inflation

09:13 - How the bond market influences mortgage rates

09:59 - The mortgage rate data is lying

11:48 - How mortgage rates rise or fall (HINT: it's not the FED)

14:10 - What is really means to "Pay Points"

15:40 - Stop asking, "what is your rate"?

17:24 - Mortgages do not go up or down, instead they...

19:56 - Inflation as a rate-of-change

22:30 - What the current "risk off" bond rally means for mortgage rates

26:15 - The Fed hiking rates usually results in lower mortgage rates

28:57 - Are we in a recession?

30:30 - Keep a close eye on this piece of data

33:05 - Plan for the future, not for the present

34:41 - In conclusion


----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#mortgagerates #ratehikes #recession

2 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS4wOTA3OTZBNzVEMTUzOTMy
EPISODE 9: <br />The June CPI data came in red hot on Wednesday. The Consumer Price Index, a measure of inflation, reported an increase of 9.1%, the highest reading in 41-years.<br /><br />As a result the Fed is likely to raise their benchmark Fed Funds Rate by 100 basis point (1%) when the FOMC meets July 26-27.<br /><br />However, the CPI is a lagging indicator and according to forward looking data it appears the Fed will be aggressively hiking into a recession, which will likely deepen the recession and exacerbate its impact.<br /><br />The market has been sniffing out the likely policy error and in anticipation has push interest rates on long duration bonds lower than short duration bonds; a phenomenon known as an "inverted yield curve".<br /><br />The most watching yield curve is between the 2-year bond and the 10-year bond, which ended the week 20 basis points (0.20%) inverted, the deepest inversion since the start of the century, even after the near record high inflation data.<br /><br />Normally, high inflation is bad for bonds, but investors are running for the safety of cash-flow. As a result mortgage rates also declined, as the price of mortgage bonds rallied alongside US Treasuries. <br /><br />Will this drop in mortgage rates continue, and will it be enough to keep housing from crashing along with the rest of the economy?<br /><br /><br />----------------------------------<br />CONNECT WITH JON<br />----------------------------------<br /><br />To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com<br /><br />You can also follow Jon on twitter at https://twitter.com/JonKutsmeda<br /><br />or on Instagram at https://www.instagram.com/JonKutsmeda<br /><br />and on all other social media via his handle @JonKutsmeda.<br /><br />To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.<br /><br />Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.<br /><br />To subscribe to this podcast visit https://www.MortgageGuruPodcast.com<br /><br /><br /><br />#inflation #recession #housingcrash

EPISODE 9:
The June CPI data came in red hot on Wednesday. The Consumer Price Index, a measure of inflation, reported an increase of 9.1%, the highest reading in 41-years.

As a result the Fed is likely to raise their benchmark Fed Funds Rate by 100 basis point (1%) when the FOMC meets July 26-27.

However, the CPI is a lagging indicator and according to forward looking data it appears the Fed will be aggressively hiking into a recession, which will likely deepen the recession and exacerbate its impact.

The market has been sniffing out the likely policy error and in anticipation has push interest rates on long duration bonds lower than short duration bonds; a phenomenon known as an "inverted yield curve".

The most watching yield curve is between the 2-year bond and the 10-year bond, which ended the week 20 basis points (0.20%) inverted, the deepest inversion since the start of the century, even after the near record high inflation data.

Normally, high inflation is bad for bonds, but investors are running for the safety of cash-flow. As a result mortgage rates also declined, as the price of mortgage bonds rallied alongside US Treasuries.

Will this drop in mortgage rates continue, and will it be enough to keep housing from crashing along with the rest of the economy?


----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#inflation #recession #housingcrash

3 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS41MjE1MkI0OTQ2QzJGNzNG
EPISODE 8: <br />Bond markets were already giving up a portion of the previous week's big gains before a strong NFP Jobs Report sent the benchmark 10-year Treasury Bond firmly above 300 basis points, ending the week near 3.08%.<br /><br />A strong labor market gives the Fed the all-clear for additional rate hikes, but with labor participation falling, and wages slowly creeping higher, the tight labor market could continue to keep inflation hot even while the economy shows signs of cooling.<br /><br />This could mean the Fed will need to remain aggressive even after certain market sectors, such as housing, start to slide. <br /><br />The data clearly shows we are in a housing bubble even bigger than in 2006. Will Fed rate hikes be what finally pops this epic bubble, or has it already popped? Tune in to find out.<br /><br /><br />----------------------------------<br />CONNECT WITH JON<br />----------------------------------<br /><br />To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com<br /><br />You can also follow Jon on twitter at https://twitter.com/JonKutsmeda<br /><br />or on Instagram at https://www.instagram.com/JonKutsmeda<br /><br />and on all other social media via his handle @JonKutsmeda.<br /><br />To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.<br /><br />Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.<br /><br />To subscribe to this podcast visit https://www.MortgageGuruPodcast.com<br /><br /><br /><br />#housingbubble #ratehikes #employment

EPISODE 8:
Bond markets were already giving up a portion of the previous week's big gains before a strong NFP Jobs Report sent the benchmark 10-year Treasury Bond firmly above 300 basis points, ending the week near 3.08%.

A strong labor market gives the Fed the all-clear for additional rate hikes, but with labor participation falling, and wages slowly creeping higher, the tight labor market could continue to keep inflation hot even while the economy shows signs of cooling.

This could mean the Fed will need to remain aggressive even after certain market sectors, such as housing, start to slide.

The data clearly shows we are in a housing bubble even bigger than in 2006. Will Fed rate hikes be what finally pops this epic bubble, or has it already popped? Tune in to find out.


----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#housingbubble #ratehikes #employment

1 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS4wMTcyMDhGQUE4NTIzM0Y5
CLIP 1, EPISODE 7: <br />With the impact of 40-year high inflation potentially in the rearview mirror, in this week's episode recorded July 01 2022, Jon discusses the looming risks of recession for the housing market and why this means mortgage rates could be headed for a sharp decline.<br /><br /><br />----------------------------------<br />CONNECT WITH JON<br />----------------------------------<br /><br />To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com<br /><br />You can also follow Jon on twitter at https://twitter.com/JonKutsmeda<br /><br />or on Instagram at https://www.instagram.com/JonKutsmeda<br /><br />and on all other social media via his handle @JonKutsmeda.<br /><br />To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.<br /><br />Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.<br /><br />To subscribe to this podcast visit https://www.MortgageGuruPodcast.com<br /><br /><br /><br />#recession #housing #mortgagerates

CLIP 1, EPISODE 7:
With the impact of 40-year high inflation potentially in the rearview mirror, in this week's episode recorded July 01 2022, Jon discusses the looming risks of recession for the housing market and why this means mortgage rates could be headed for a sharp decline.


----------------------------------
CONNECT WITH JON
----------------------------------

To request a personalized mortgage consultation from Jon contact him through his website at http://JKUTS.com

You can also follow Jon on twitter at https://twitter.com/JonKutsmeda

or on Instagram at https://www.instagram.com/JonKutsmeda

and on all other social media via his handle @JonKutsmeda.

To make sure you always get your weekly dose of the Mortgage Guru, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda


----------------------
LEARN MORE
----------------------

Welcome to the MORTGAGE GURU PODCAST, where your host Jon Kutsmeda covers the topics that matter most to homeowners and real estate investors without the industry jargon.

Each week Jon helps you to look under the hood of the housing market to make sense of the economic factors which drive home prices and mortgage rates so you can make sound financial decisions.

To subscribe to this podcast visit https://www.MortgageGuruPodcast.com



#recession #housing #mortgagerates

2 0

YouTube Video UExxVEN4bHBmTDRUcDVJck95T2xleFFpQ0hvLUxaUWthSS4yODlGNEE0NkRGMEEzMEQy
Load More... Subscribe

THE MONEY MBA PODCAST

Watch
The Money MBA Podcast welcomes Radigan Carter to the show.<br /><br />This is Part 1 of a 4-part interview.<br /><br />Because of the large undertaking to prepare and distribute a podcast of this size, some of the other details will need to be added later, including show notes.<br /><br />Until then, thank you for your patience and I hope you enjoy the complete four-hour long conversation.<br /><br />Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes<br /><br /><br />Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe<br /><br /><br />Originally recorded May 08, 2021<br /><br /><br />GUEST DETAILS<br /><br />Guest Name:<br />Radigan Carter<br /><br /><br />Professional Experience:<br />Radigan Carter LLC (https://www.RadiganCarter.com/)<br /><br /><br />Social Media:<br />Twitter: @RadiganCarter (http://twitter.com/RadiganCarter)<br /><br /><br />HOST DETAILS<br /><br />Host Name: <br />Jon Kutsmeda<br /><br />Professional Experience:<br />Jon Kutsmeda .com (http://JonKutsmeda.com)<br /><br />Best Mortgage Rate (http://BestMortgageRate.com)<br /><br />Money MBA Podcast (http://MoneyMBA.com)<br /><br /><br />Social Media:<br />Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)<br /><br />Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda)<br /><br />Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)<br /><br />YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)<br /><br /><br />SHOW NOTES<br /><br />3:25 - welcome to the show<br /><br />MORE SHOW NOTES AND TIME STAMPS TO COME...

The Money MBA Podcast welcomes Radigan Carter to the show.

This is Part 1 of a 4-part interview.

Because of the large undertaking to prepare and distribute a podcast of this size, some of the other details will need to be added later, including show notes.

Until then, thank you for your patience and I hope you enjoy the complete four-hour long conversation.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes


Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe


Originally recorded May 08, 2021


GUEST DETAILS

Guest Name:
Radigan Carter


Professional Experience:
Radigan Carter LLC (https://www.RadiganCarter.com/)


Social Media:
Twitter: @RadiganCarter (http://twitter.com/RadiganCarter)


HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Jon Kutsmeda .com (http://JonKutsmeda.com)

Best Mortgage Rate (http://BestMortgageRate.com)

Money MBA Podcast (http://MoneyMBA.com)


Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

3:25 - welcome to the show

MORE SHOW NOTES AND TIME STAMPS TO COME...

7 13

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS45RTgxNDRBMzUwRjQ0MDhC
The Money MBA Podcast welcomes Brent Johnson of Santiago Capital back to the show for his second appearance, and the Money MBA's first repeat guest.<br /><br />To check out the first interview, and to go deeper into Brent's "Dollar Milkshake Theory" which is foundational for what we discuss in this podcast, visit https://moneymba.com/ep-6-brent-johnson/<br /><br />Brent is a valuable contributor to the finance space as he has the guts to share his views openly and confidently.<br /><br />Although what I respect about Brent is he doesn't do it arrogantly. Yes, he is good at playing the antagonist in various Twitter conversations, but he's also the first to admit he doesn't have a crystal ball.<br /><br />Brent, just like everyone else, is living in a world of infinite outcomes, and as a fiduciary his job is not to get married to a dogma, but to position his clients to take advantage of the outcomes with the highest probability.<br /><br />For Brent, that highest probability outcome, is betting on a higher dollar before it's ultimate demise.<br /><br />To paraphrase, a weaker dollar is exactly what the world wants, however a stronger dollar is what will ultimately be its undoing, but even then it won't give up the throne of global reserve currency without a "fight".<br /><br />This of course is all part his "Dollar Milkshake Theory", so we get some updates on that view and dive deeper into where the current narratives about inflation and "money printer go brrrr" have got it wrong.<br /><br /><br />Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes<br /><br /><br />Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe<br /><br /><br />Originally recorded February 09, 2021<br /><br /><br />GUEST DETAILS<br /><br />Guest Name:<br />Brent Johnson<br /><br /><br />Professional Experience:<br />Santiago Capital (http://www.SantiagoCapital.com)<br /><br /><br />Social Media:<br />Twitter: @SantiagoAuFund (http://twitter.com/SantiagoAuFund)<br /><br /><br />HOST DETAILS<br /><br />Host Name: <br />Jon Kutsmeda<br /><br />Professional Experience:<br />Jon Kutsmeda .com (http://JonKutsmeda.com)<br /><br />Best Mortgage Rate (http://BestMortgageRate.com)<br /><br />Money MBA Podcast (http://MoneyMBA.com)<br /><br /><br />Social Media:<br />Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)<br /><br />Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda)<br /><br />Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)<br /><br />YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)<br /><br /><br />SHOW NOTES<br /><br />0:38 - Introducing the Brent 2.0 show<br /><br />3:06 - FYI - We livestreamed the podcast on Clubhouse<br /><br />5:09 - Quick recap of the "Dollar Milkshake Theory"<br /><br /><br />MORE SHOW NOTES AND TIME STAMPS TO COME...

The Money MBA Podcast welcomes Brent Johnson of Santiago Capital back to the show for his second appearance, and the Money MBA's first repeat guest.

To check out the first interview, and to go deeper into Brent's "Dollar Milkshake Theory" which is foundational for what we discuss in this podcast, visit https://moneymba.com/ep-6-brent-johnson/

Brent is a valuable contributor to the finance space as he has the guts to share his views openly and confidently.

Although what I respect about Brent is he doesn't do it arrogantly. Yes, he is good at playing the antagonist in various Twitter conversations, but he's also the first to admit he doesn't have a crystal ball.

Brent, just like everyone else, is living in a world of infinite outcomes, and as a fiduciary his job is not to get married to a dogma, but to position his clients to take advantage of the outcomes with the highest probability.

For Brent, that highest probability outcome, is betting on a higher dollar before it's ultimate demise.

To paraphrase, a weaker dollar is exactly what the world wants, however a stronger dollar is what will ultimately be its undoing, but even then it won't give up the throne of global reserve currency without a "fight".

This of course is all part his "Dollar Milkshake Theory", so we get some updates on that view and dive deeper into where the current narratives about inflation and "money printer go brrrr" have got it wrong.


Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes


Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe


Originally recorded February 09, 2021


GUEST DETAILS

Guest Name:
Brent Johnson


Professional Experience:
Santiago Capital (http://www.SantiagoCapital.com)


Social Media:
Twitter: @SantiagoAuFund (http://twitter.com/SantiagoAuFund)


HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Jon Kutsmeda .com (http://JonKutsmeda.com)

Best Mortgage Rate (http://BestMortgageRate.com)

Money MBA Podcast (http://MoneyMBA.com)


Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instragram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

0:38 - Introducing the Brent 2.0 show

3:06 - FYI - We livestreamed the podcast on Clubhouse

5:09 - Quick recap of the "Dollar Milkshake Theory"


MORE SHOW NOTES AND TIME STAMPS TO COME...

36 7

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS4yMUQyQTQzMjRDNzMyQTMy
The Money MBA Podcast welcomes Harris "Kuppy" Kupperman, of Praetorian Capital to the show.<br /><br />Kuppy has a knack for breaking broader macro ideas into simple "back of the napkin" trading strategies.<br /><br />In this interview, Kuppy walks us through his investing process and shares how he still manages to find "multi-baggers" in a world where the narrative suggests "value investing is dead".<br /><br /><br />Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.<br /><br />Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe<br /><br />Originally recorded December 28, 2020<br /><br /><br />GUEST DETAILS<br /><br />Guest Name:<br />Harris "Kuppy" Kupperman<br /><br /><br />Professional Experience:<br />Adventures in Capitalism (https://adventuresincapitalism.com/)<br /><br />Praetorian Capital (https://www.pracap.com/)<br /><br />Kuppy's Event Driven Monitor (https://kedm.com/)<br /><br /><br /><br />Social Media:<br />Twitter: @hkuppy (https://twitter.com/hkuppy?)<br /><br /><br />HOST DETAILS<br /><br />Host Name: <br />Jon Kutsmeda<br /><br /><br />Professional Experience:<br />Jon Kutsmeda .com (http://JonKutsmeda.com)<br /><br />Money MBA Podcast (http://MoneyMBA.com)<br /><br />Best Mortgage Rate (http://BestMortgageRate.com)<br /><br /><br />Social Media:<br />Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)<br /><br />Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)<br /><br />Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)<br /><br />YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)<br /><br /><br />SHOW NOTES<br /><br />COMING SOON - Who is Kuppy?

The Money MBA Podcast welcomes Harris "Kuppy" Kupperman, of Praetorian Capital to the show.

Kuppy has a knack for breaking broader macro ideas into simple "back of the napkin" trading strategies.

In this interview, Kuppy walks us through his investing process and shares how he still manages to find "multi-baggers" in a world where the narrative suggests "value investing is dead".


Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.

Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe

Originally recorded December 28, 2020


GUEST DETAILS

Guest Name:
Harris "Kuppy" Kupperman


Professional Experience:
Adventures in Capitalism (https://adventuresincapitalism.com/)

Praetorian Capital (https://www.pracap.com/)

Kuppy's Event Driven Monitor (https://kedm.com/)



Social Media:
Twitter: @hkuppy (https://twitter.com/hkuppy?)


HOST DETAILS

Host Name:
Jon Kutsmeda


Professional Experience:
Jon Kutsmeda .com (http://JonKutsmeda.com)

Money MBA Podcast (http://MoneyMBA.com)

Best Mortgage Rate (http://BestMortgageRate.com)


Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

COMING SOON - Who is Kuppy?

30 1

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS41QTY1Q0UxMTVCODczNThE
The Money MBA Podcast welcomes Mike Green of Logica Funds.<br /><br />In the finance world, Mike needs no introduction, thus attempting to do so in brevity here would do him no service.<br /><br />As I suggest in the introduction to this interview, after enjoying our conversation I encourage everyone to go down the Mike Green rabbit hole.<br /><br />There is a tremendous amount of available content highlighting his intellect and ability to articulate it, so without further delay lets get you started right here and now...<br /><br />Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.<br /><br /><br />Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe<br /><br /><br />Originally recorded December 28, 2020<br /><br /><br />GUEST DETAILS<br /><br />Guest Name:<br />Michael Green<br /><br /><br />Professional Experience:<br />Logica Funds (https://www.logicafunds.com/)<br /><br /><br /><br />Social Media:<br />Twitter: @ProfPlum99 (https://twitter.com/profplum99)<br /><br /><br />HOST DETAILS<br /><br />Host Name: <br />Jon Kutsmeda<br /><br /><br />Professional Experience:<br />Jon Kutsmeda .com (http://JonKutsmeda.com)<br /><br />Money MBA Podcast (http://MoneyMBA.com)<br /><br />Best Mortgage Rate (http://BestMortgageRate.com)<br /><br /><br />Social Media:<br />Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)<br /><br />Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)<br /><br />Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)<br /><br />YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)<br /><br /><br />SHOW NOTES<br /><br />COMING SOON - Who is Michael Green?

The Money MBA Podcast welcomes Mike Green of Logica Funds.

In the finance world, Mike needs no introduction, thus attempting to do so in brevity here would do him no service.

As I suggest in the introduction to this interview, after enjoying our conversation I encourage everyone to go down the Mike Green rabbit hole.

There is a tremendous amount of available content highlighting his intellect and ability to articulate it, so without further delay lets get you started right here and now...

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.


Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe


Originally recorded December 28, 2020


GUEST DETAILS

Guest Name:
Michael Green


Professional Experience:
Logica Funds (https://www.logicafunds.com/)



Social Media:
Twitter: @ProfPlum99 (https://twitter.com/profplum99)


HOST DETAILS

Host Name:
Jon Kutsmeda


Professional Experience:
Jon Kutsmeda .com (http://JonKutsmeda.com)

Money MBA Podcast (http://MoneyMBA.com)

Best Mortgage Rate (http://BestMortgageRate.com)


Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

COMING SOON - Who is Michael Green?

144 53

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS5EQUE1NTFDRjcwMDg0NEMz
The Money MBA Podcast welcomes Grant Williams of "The Things That Make You Go Hmmm" newsletter and the "Grant Williams Podcast", which is home to the extremely popular "End Game" series featuring Bill Fleckenstein.<br /><br />Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.<br /><br /><br />Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe<br /><br /><br />Originally recorded December 23, 2020<br /><br /><br />GUEST DETAILS<br /><br />Guest Name:<br />Grant Williams<br /><br /><br />Professional Experience:<br />Things That Make You Go Hmmm (https://ttmygh.com/)<br /><br />The Grant Williams Podcast (https://ttmygh.podbean.com/)<br /><br /><br />Social Media:<br />Twitter: @TTMYGH (http://twitter.com/ttmygh)<br /><br /><br />HOST DETAILS<br /><br />Host Name: <br />Jon Kutsmeda<br /><br /><br />Professional Experience:<br />Jon Kutsmeda .com (http://JonKutsmeda.com)<br /><br />Money MBA Podcast (http://MoneyMBA.com)<br /><br />Best Mortgage Rate (http://BestMortgageRate.com)<br /><br /><br />Social Media:<br />Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)<br /><br />Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)<br /><br />Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)<br /><br />YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)<br /><br /><br />SHOW NOTES<br /><br />COMING SOON - Who is Grant Williams

The Money MBA Podcast welcomes Grant Williams of "The Things That Make You Go Hmmm" newsletter and the "Grant Williams Podcast", which is home to the extremely popular "End Game" series featuring Bill Fleckenstein.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.


Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe


Originally recorded December 23, 2020


GUEST DETAILS

Guest Name:
Grant Williams


Professional Experience:
Things That Make You Go Hmmm (https://ttmygh.com/)

The Grant Williams Podcast (https://ttmygh.podbean.com/)


Social Media:
Twitter: @TTMYGH (http://twitter.com/ttmygh)


HOST DETAILS

Host Name:
Jon Kutsmeda


Professional Experience:
Jon Kutsmeda .com (http://JonKutsmeda.com)

Money MBA Podcast (http://MoneyMBA.com)

Best Mortgage Rate (http://BestMortgageRate.com)


Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

COMING SOON - Who is Grant Williams

31 6

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS41Mzk2QTAxMTkzNDk4MDhF
The Money MBA Podcast welcomes Jason Buck of Mutiny Fund to the show.<br /><br />Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.<br /><br /><br />Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe<br /><br /><br />Originally recorded December 21, 2020<br /><br /><br />GUEST DETAILS<br /><br />Guest Name:<br />Jason Buck<br /><br /><br />Professional Experience:<br />Mutiny Fund (http://www.MutinyFund.com)<br /><br /><br />Social Media:<br />Twitter: @JasonMutiny (http://twitter.com/JasonMutiny)<br /><br /><br />HOST DETAILS<br /><br />Host Name: <br />Jon Kutsmeda<br /><br />Professional Experience:<br />Jon Kutsmeda .com (http://JonKutsmeda.com)<br /><br />Money MBA Podcast (http://MoneyMBA.com)<br /><br />Best Mortgage Rate (http://BestMortgageRate.com)<br /><br /><br /><br />Social Media:<br />Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)<br /><br />Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)<br /><br />Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)<br /><br />YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)<br /><br /><br />SHOW NOTES<br /><br />COMING SOON - Who is Jason Buck

The Money MBA Podcast welcomes Jason Buck of Mutiny Fund to the show.

Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes.


Please SUBSCRIBE to the podcast at http://MoneyMBA.com/subscribe


Originally recorded December 21, 2020


GUEST DETAILS

Guest Name:
Jason Buck


Professional Experience:
Mutiny Fund (http://www.MutinyFund.com)


Social Media:
Twitter: @JasonMutiny (http://twitter.com/JasonMutiny)


HOST DETAILS

Host Name:
Jon Kutsmeda

Professional Experience:
Jon Kutsmeda .com (http://JonKutsmeda.com)

Money MBA Podcast (http://MoneyMBA.com)

Best Mortgage Rate (http://BestMortgageRate.com)



Social Media:
Twitter: @JonKutsmeda (http://twitter.com/JonKutsmeda)

Instagram: @JonKutsmeda (http://instagram.com/JonKutsmeda)

Facebook: @JonKutsmeda (http://facebook.com/JonKutsmeda)

YouTube: @JonKutsmeda (http://youtube.com/user/JonKutsmeda)


SHOW NOTES

COMING SOON - Who is Jason Buck

8 0

YouTube Video UExxVEN4bHBmTDRUcXBOS0dCcUl5UUZNNGtYUzA0cFFteS4zMDg5MkQ5MEVDMEM1NTg2
Load More... Subscribe

THE CRYPTO ALPHA PODCAST

Watch
EPISODE 5:<br />In this episode we demystify the world of crypto mining.<br /><br />This is a topic that is normally hard to digest in one bite, but Crypto Alpha strives to make the complex less intimidating and easier to learn.<br /><br />This is one of the best introductions into mining you will ever hear, and it will help you not only understand what is currently unfolding under the hood of the big networks like Bitcoin, but also how you can use this information to achieve greater alpha when the market turns around (hopefully soon).<br /><br /><br />-------------------------------<br />CONNECT WITH US<br />-------------------------------<br /><br />To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br />You can also follow @_CryptoAlpha on twitter at:<br />https://twitter.com/_CryptoAlpha<br /><br />Visit our website to learn more about the crypto consulting services we offer: <br />https://CryptoAlpha.com<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.<br /><br />Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.<br /><br />More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:<br />https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP<br /><br /><br /><br />#bitcoin #cryptomining #decentralized

EPISODE 5:
In this episode we demystify the world of crypto mining.

This is a topic that is normally hard to digest in one bite, but Crypto Alpha strives to make the complex less intimidating and easier to learn.

This is one of the best introductions into mining you will ever hear, and it will help you not only understand what is currently unfolding under the hood of the big networks like Bitcoin, but also how you can use this information to achieve greater alpha when the market turns around (hopefully soon).


-------------------------------
CONNECT WITH US
-------------------------------

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP



#bitcoin #cryptomining #decentralized

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YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC4xMkVGQjNCMUM1N0RFNEUx
EPISODE 4:<br />In this episode, recorded June 19, 2022, the Crypto Alpha Team welcomes special guest Hannah Jo Hamilton, an actuary and risk analyst at Genesis which is one of the world's largest digital asset lenders.<br /><br />This episode is longer than usual as we pick Hannah's brain across a variety of topics, with a focus on counterparty risks and the ongoing contagion from the Terra Luna and UST implosion. <br /><br />You definitely want to tune in before you think about buying the dip.<br /><br />----------------------<br />TIMESTAMPS <br />----------------------<br /><br />1:00 - Welcoming Hannah Jo Hamilton to the podcast<br /><br />2:00 - Hannah’s background as an actuary, crypto enthusiast, and DeFi analyst<br /><br />3:30 - What is an actuary?<br /><br />6:46 - What is counter-party risk?<br /><br />11:00 - Inflation, the benefit of an elastic money supply in a market crash, and the moral hazard of bailing out investors.<br /><br />22:09 - Thought Experiment: What if the coordinated attack of Luna and UST did not happen.<br /><br />28:13 - The Fed has blood on their hands<br /><br />36:16 - (Brandon) When will DeFi takeover and just be known as “finance”, plus the important role regulation will play.<br /><br />45:29 - (Brandon) How DeFi can evolve to hedge against sharp downturns and counter-party risk in the future.<br /><br />52:29 - (Andrew) Sounding the alarm on Celsius<br /><br />58:16 - How to assess or value a project when no one else has yet, and the qualitative importance of “the team” leading a project.<br /><br />1:06:38 - Is this the bottom or is a crypto winter ahead?<br /><br /><br />-------------------------------<br />CONNECT WITH US<br />-------------------------------<br /><br />You can connect with our guest Hannah Jo Hamilton on twitter at:<br />https://twitter.com/hannahjojo_<br /><br />To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br />You can also follow @_CryptoAlpha on twitter at:<br />https://twitter.com/_CryptoAlpha<br /><br />Visit our website to learn more about the crypto consulting services we offer: <br />https://CryptoAlpha.com<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.<br /><br />Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.<br /><br />More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:<br />https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP<br /><br /><br /><br />#defi #crypto #riskmanagement

EPISODE 4:
In this episode, recorded June 19, 2022, the Crypto Alpha Team welcomes special guest Hannah Jo Hamilton, an actuary and risk analyst at Genesis which is one of the world's largest digital asset lenders.

This episode is longer than usual as we pick Hannah's brain across a variety of topics, with a focus on counterparty risks and the ongoing contagion from the Terra Luna and UST implosion.

You definitely want to tune in before you think about buying the dip.

----------------------
TIMESTAMPS
----------------------

1:00 - Welcoming Hannah Jo Hamilton to the podcast

2:00 - Hannah’s background as an actuary, crypto enthusiast, and DeFi analyst

3:30 - What is an actuary?

6:46 - What is counter-party risk?

11:00 - Inflation, the benefit of an elastic money supply in a market crash, and the moral hazard of bailing out investors.

22:09 - Thought Experiment: What if the coordinated attack of Luna and UST did not happen.

28:13 - The Fed has blood on their hands

36:16 - (Brandon) When will DeFi takeover and just be known as “finance”, plus the important role regulation will play.

45:29 - (Brandon) How DeFi can evolve to hedge against sharp downturns and counter-party risk in the future.

52:29 - (Andrew) Sounding the alarm on Celsius

58:16 - How to assess or value a project when no one else has yet, and the qualitative importance of “the team” leading a project.

1:06:38 - Is this the bottom or is a crypto winter ahead?


-------------------------------
CONNECT WITH US
-------------------------------

You can connect with our guest Hannah Jo Hamilton on twitter at:
https://twitter.com/hannahjojo_

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP



#defi #crypto #riskmanagement

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YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC41MjE1MkI0OTQ2QzJGNzNG
EPISODE 3:<br />In this episode, recorded June 15, 2022, we cover the ongoing woes in crypto markets.<br /><br />The next big domino to fall is the Celsius Network, which due to the knock-on effects of the Terra Luna crash, have announced they are freezing transfers and withdrawals.<br /><br /><br />-------------------------------<br />CONNECT WITH US<br />-------------------------------<br /><br />To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br />You can also follow @_CryptoAlpha on twitter at:<br />https://twitter.com/_CryptoAlpha<br /><br />Visit our website to learn more about the crypto consulting services we offer: <br />https://CryptoAlpha.com<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.<br /><br />Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.<br /><br />More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:<br />https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP<br /><br /><br /><br />#celsius #celsiusnetwork #terraluna

EPISODE 3:
In this episode, recorded June 15, 2022, we cover the ongoing woes in crypto markets.

The next big domino to fall is the Celsius Network, which due to the knock-on effects of the Terra Luna crash, have announced they are freezing transfers and withdrawals.


-------------------------------
CONNECT WITH US
-------------------------------

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP



#celsius #celsiusnetwork #terraluna

1 0

YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC4wMTcyMDhGQUE4NTIzM0Y5
EPISODE 2:<br />In this episode, recorded May 16, 2022, we discuss the rise and fall of Terra Luna and the algorithmic stablecoin UST.<br /><br />As one of the largest cryptocurrency networks by market cap, the collapse of LUNA has sent shockwaves throughout the crypto markets, threatening the stability of the entire industry.<br /><br /><br />-------------------------------<br />CONNECT WITH US<br />-------------------------------<br /><br />To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br />You can also follow @_CryptoAlpha on twitter at:<br />https://twitter.com/_CryptoAlpha<br /><br />Visit our website to learn more about the crypto consulting services we offer: <br />https://CryptoAlpha.com<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.<br /><br />Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.<br /><br />More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:<br />https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP<br /><br /><br /><br />#terraluna #crypto #stablecoin

EPISODE 2:
In this episode, recorded May 16, 2022, we discuss the rise and fall of Terra Luna and the algorithmic stablecoin UST.

As one of the largest cryptocurrency networks by market cap, the collapse of LUNA has sent shockwaves throughout the crypto markets, threatening the stability of the entire industry.


-------------------------------
CONNECT WITH US
-------------------------------

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP



#terraluna #crypto #stablecoin

2 0

YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC4yODlGNEE0NkRGMEEzMEQy
EPISODE 1:<br />In our inaugural episode, recorded May 9, 2022, we discuss the pain of "hodling" through a bear market.<br /><br />We also hear Andrew's perspective on whether Solana can overcome its recent blockchain struggles.<br /><br /><br />-------------------------------<br />CONNECT WITH US<br />-------------------------------<br /><br />To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel: <br />https://youtube.com/user/JonKutsmeda<br /><br />You can also follow @_CryptoAlpha on twitter at:<br />https://twitter.com/_CryptoAlpha<br /><br />Visit our website to learn more about the crypto consulting services we offer: <br />https://CryptoAlpha.com<br /><br /><br />----------------------<br />LEARN MORE<br />----------------------<br /><br />CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.<br /><br />Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.<br /><br />More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:<br />https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP<br /><br /><br /><br /><br /><br />#solana #crypto #blockchain

EPISODE 1:
In our inaugural episode, recorded May 9, 2022, we discuss the pain of "hodling" through a bear market.

We also hear Andrew's perspective on whether Solana can overcome its recent blockchain struggles.


-------------------------------
CONNECT WITH US
-------------------------------

To make sure you always get your weekly dose of Crypto Alpha, please subscribe to my YouTube channel:
https://youtube.com/user/JonKutsmeda

You can also follow @_CryptoAlpha on twitter at:
https://twitter.com/_CryptoAlpha

Visit our website to learn more about the crypto consulting services we offer:
https://CryptoAlpha.com


----------------------
LEARN MORE
----------------------

CryptoAlpha.com presents the Crypto Alpha Podcast with Jon Kutsmeda, Andrew Reilly, and Brandon James.

Join us every week as we dive into the vast world of blockchain and cryptocurrencies to bring you the information that matters most, and an expert view from which all levels of experience can benefit.

More great episodes from the show are easily accessible in the Crypto Alpha Podcast playlist:
https://www.youtube.com/playlist?list=PLqTCxlpfL4TonIu15CQo6xY-5IFMUBLWP





#solana #crypto #blockchain

2 0

YouTube Video UExxVEN4bHBmTDRUb25JdTE1Q1FvNnhZLTVJRk1VQkxXUC41NkI0NEY2RDEwNTU3Q0M2
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