116. What happens if the one stock holding up the world starts to crash?

Milkshakes Markets Madness | Brent Johnson

NOTICE: Full-length episodes are published first on YouTube every Sunday, then distributed to the pod feeds and other outlets on Wednesday. Visit our YouTube Channel to watch the videos when they are first released.
ONLY ONE STOCK

The weight of the world rests on the shoulders of one company.
But how did this happen?
One reason is the shift from active management to passive.
This is also why markets seem to only go one-way … up!
However, what goes up must also come down, and if the “one stock” falls then look out below.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/PNJivrGmhjw
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FULL-LENGTH EPISODE 78
(May 26, 2024)
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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. ***
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CHAPTERS
Season 02, Episode 20
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00:00 – Intros
00:27 – The Macro Alchemist
https://twitter.com/macro_alchemist
04:01 – The “One Stock”
09:07 – Extreme sentiment and positioning
13:01 – Revolutions and the Dotcom Bubble
18:36 – Passive vs. Active Management
25:33 – Yen carry trade unwind
30:19 – Commodities, metals, market volatility
38:48 – Closing Remarks
39:48 – Outros / Disclaimer
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