Explore every episode of the podcast Milk Road Macro
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Milk Road's Macro Framework: How The Big Picture Empowers Investors w/ John Gillen | 07 Aug 2025 | 00:44:53 | |
In today’s episode, we flip the script and interview our own host, John Gillen, a former BlackRock investor turned crypto macro expert, to reveal the exact framework he uses to navigate markets, inflation, and crypto cycles. We break down why debt is the new money, how to spot where we are in the economic cycle, and where the smart money is moving. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: https://out.milkroad.com/Nexo2025Q3Podcast 🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets: https://out.milkroad.com/FigureMarkets2025Podcast Disclaimer: https://milkroad.com/figure-markets-disclaimer/ ~~~~~ 🔔 Subscribe to Milk Road Macro Channels: https://www.youtube.com/@MilkRoadMacro 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💰 Go PRO and become a better investor with the #1 crypto research and analysis: 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ 🕶️ Hold your value. Hide your moves. Claim your $NIGHT airdrop now at midnight.gd. https://out.milkroad.com/Midnight2025Podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 John Gillen: https://x.com/BitcoinJesus17 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Surviving the Liquidity Crisis: Everything You Need to Navigate This Cycle w/ Michael Howell | 05 Aug 2025 | 00:50:55 | |
In this episode, we sit down with Michael Howell, the godfather of global liquidity, to decode the real risks lurking behind today’s markets. Forget the noise about rate cuts or inflation targets; the real story is about monetary inflation, fiscal dominance, and a looming $40 trillion debt rollover that could flip the financial system upside down. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: https://out.milkroad.com/Nexo2025Q3Podcast 🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets: https://out.milkroad.com/FigureMarkets2025Podcast Disclaimer: https://milkroad.com/figure-markets-disclaimer/ ~~~~~ 🔔 Subscribe to Milk Road Macro Channels: https://www.youtube.com/@MilkRoadMacro 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💰 Go PRO and become a better investor with the #1 crypto research and analysis: 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ 🕶️ Hold your value. Hide your moves. Claim your $NIGHT airdrop now at midnight.gd. https://out.milkroad.com/Midnight2025Podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 CrossBorder Capital X: https://x.com/crossbordercap Substack: https://capitalwars.substack.com/ Website: https://www.crossbordercapital.com/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Rate Cut Chaos: Inside the Fed’s July Meeting Standoff w/Tony Greer | 31 Jul 2025 | 00:44:25 | |
The Fed just did nothing — again. No rate cut. But markets went haywire anyway. What’s going on? Is Jerome Powell bluffing? Are gold bugs in denial? And why are traders like Tony Greer suddenly eyeing Bitcoin over precious metals? In today’s episode of Milk Road Macro, we break down everything from the July FOMC meeting to the unseen forces driving the dollar, equities, crypto, and commodities. Legendary trader Tony Greer (ex-Goldman Sachs, founder of TG Macro) joins us to explain why Trump’s pressure on rates, massive ETF inflows into Bitcoin, and gold’s fake-out rally could define the second half of 2025. This is the kind of deep macro breakdown you won’t get on CNBC. In this episode, you’ll learn: 👉 Why the Fed’s “no-cut” stance might be more hawkish than it seems 👉 How the U.S. dollar pulled off a surprise reversal — and what that means for your bags 👉 Why gold may be headed for a steep correction (and what the Barron’s cover curse has to do with it) 👉 Why Tony Greer believes Bitcoin is trading better than gold in 2025 👉 What Trump’s rate-cut crusade has to do with housing affordability — and the 2024 election 👉 How recent global trade deals are quietly fueling a bull run 👉 The truth about retail investors: are they still “dumb money”? Or are they outsmarting the institutions? 👉 The one chart Tony is watching to predict the market’s next move (hint: it's not the S&P) ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: https://out.milkroad.com/Definitive2025Podcast 🏦 Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat: https://out.milkroad.com/Ledn2025Podcast ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/ ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Macro Twitter: https://x.com/MilkRoadMacro 👉 Milk Road Macro YouTube: https://www.youtube.com/@MilkRoadMacro ~~~~~ 🎙 GUEST INFO 🎙 Tony Greer: https://x.com/TgMacro Newsletter: https://tgmacro.com/the-navigator/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| The Fed Is Wrong About AI and the Economy w/ PDS | 29 Jul 2025 | 00:44:44 | |
In this episode of Milk Road Macro, we dive into the Fed’s next big move — and why most of the Board of Governors are flying blind on the biggest tech shift in a generation. Former Soros family office macro chief PDS joins to unpack how Trump’s trade and immigration policies are clouding the Fed’s view, why AI could be a major deflationary force, and how ignoring it may lead to policy missteps. We break down what the FOMC is focused on (and what they’re missing), how AI is transforming the labor market in real time, and why the real risk might be not cutting rates fast enough. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive:https://out.milkroad.com/Definitive2025Podcast 🏦Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat:https://out.milkroad.com/Ledn2025Podcast ~~~~~🌍Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://milkroadmacro.beehiiv.com/ ~~~~~ ✊Follow Milk Road Macro on Social Media: 👉Milk Road Macro Twitter: https://x.com/MilkRoadMacro 👉Milk Road Macro YouTube: https://www.youtube.com/@MilkRoadMacro ~~~~~ 🎙 GUEST INFO 🎙 PDS: https://x.com/TopadoDuran Disclaimer The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| The US Economy Is Re-Accelerating & Why Cutting Rates Now Would Be a Disaster w/ Danny Dayan | 23 Jul 2025 | 00:45:52 | |
In this episode of Milk Road Macro, we break down why the U.S. economy is quietly heating up, and why a rate cut now could send us straight into an inflationary firestorm. Former hedge fund manager and macro strategist Danny Dayan joins to reveal why financial conditions aren’t as tight as they seem, what the Fed is getting dangerously wrong, and how the White House may be setting the stage for a historic policy blunder. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: https://out.milkroad.com/Definitive2025Podcast 🏦 Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat: ~~~~~ 🔔 Subscribe to Milk Road Macro Channels: https://www.youtube.com/@MilkRoadMacro 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💰 Go PRO and become a better investor with the #1 crypto research and analysis: 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro ~~~~~ 🎙 GUEST INFO 🎙 Danny Dayan: https://x.com/DannyDayan5 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| AI Juggernaut: The Biggest Bull Run Ever w/ Jordi Visser | 30 Sep 2025 | 00:59:22 | |
AI isn’t just changing the world; it’s rewriting the rules of the global economy. In this episode of Milk Road Macro, we sit down with legendary investor and macro thinker Jordi Visser to unpack how artificial intelligence is transforming jobs, capital markets, and even crypto itself. Everyone’s talking about “AI bubbles” and “AI hype,” but what’s really happening under the surface? Why are data centers and semiconductors suddenly the hottest macro trade? And why does Visser call Bitcoin the purest AI play on the market? ~~~~~ 📚 Helpful Resources 📚 🥛 Why AI is key for the US economy 🤖 https://milkroad.com/macro/why-ai-is-key-for-the-us-economy/ ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-free-signup 💰 Go PRO and become a better investor with the #1 crypto research and analysis: https://link.milkroad.com/pod-macro-pro-signup 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Jordi Visser Substack: https://substack.com/@visserlabs YouTube: https://www.youtube.com/@JordiVisserlabs 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| The AI x Crypto Collision Course: How This Market Intersection is About To Explode w/ Kyle Reidhead | 25 Sep 2025 | 00:48:26 | |
In this episode, Kyle Reidhead breaks down why we’re standing at the edge of a financial revolution, and why the next wave of innovation, regulation, and trillions in capital could be born at the crossroads of artificial intelligence and blockchain. From Bitcoin’s next breakout to the AI-fueled CapEx supercycle, we explore how the convergence of tech and money is reshaping global markets faster than anyone realizes. ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Kyle Reidhead: https://x.com/KyleReidhead 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Why Wall Street is About to Rush Into Crypto w/ Christopher Kuiper | 26 Aug 2025 | 00:44:28 | |
In this episode of Milk Road Macro, Fidelity Digital Asset's VP of Research, Chris Kuiper, reveals why the real institutional crypto wave hasn’t even started yet, and what’s building behind the scenes. From broken bond markets to exploding ETF demand, Kuiper lays out why Bitcoin may no longer be a “risk-on asset”… and why every portfolio manager is about to have their “oh sh*t” moment. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast ~~~~~ 🚨 We rebuilt Milk Road from the ground up, now get 25% off PRO All Access: 🧠 Hedge funds pay thousands. You don’t have to, Macro PRO is 25% off this week: 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Christopher Kuiper: https://x.com/ChrisJKuiper 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Macro Breakdown: Inflation, Jobs, Rate Cuts & Fed Meeting w/ Kyle Reidhead | 21 Aug 2025 | 00:50:10 | |
The macro landscape is on fire, inflation’s back, unemployment is creeping up, and nobody can agree if we’re in inning 3 or staring down the top. In this episode, Kyle Reidhead joins us to break down what the hell is really going on. Are we heading for a blowoff top, a soft landing, or just vibing sideways while AI eats the world? We talk rate cuts, stablecoins, digital asset treasuries, and why this time might be different (even if that phrase terrifies smart people). ~~~~~ 🌐 Stop leaving yourself vulnerable to data breaches. Get a 14-day free trial and see if any of your data has been exposed: https://out.milkroad.com/Aura2025Podcast ~~~~~ 🚨 We rebuilt Milk Road from the ground up, now get 25% off PRO All Access: https://out.milkroad.com/NewSiteAllMPod 🧠 Hedge funds pay thousands. You don’t have to, Macro PRO is 25% off this week: https://out.milkroad.com/NewSiteMacroMPod 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Kyle Reidhead: https://x.com/KyleReidhead 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| K-Shaped Economic Crisis: Why the Economy’s Split Between Boom and Doom w/ Craig Shapiro | 19 Aug 2025 | 00:42:09 | |
In this episode, we bring on veteran macro strategist Craig Shapiro to unpack the K-shaped economy, where the rich get richer, and everyone else gets wrecked. From the Fed’s quiet surrender to inflation to the political theater behind rate cuts, this conversation digs into the truths behind today’s distorted markets. ~~~~~ 🔔 Subscribe to Milk Road Macro Channels: https://www.youtube.com/@MilkRoadMacro 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💰 Go PRO and become a better investor with the #1 crypto research and analysis: 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Craig Shapiro Substack: https://substack.com/@thealetheanarrative 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Bitcoin’s Golden Bull Run: Treasury Companies, Institutions & Macro Analysis w/ Charles Edwards | 14 Aug 2025 | 00:48:51 | |
In today’s episode, we get into the heart of Bitcoin’s bull run with Charles Edwards, founder of Capriole Investments, the guy whose charts institutions are watching. From MicroStrategy’s high-stakes Bitcoin playbook to 150+ digital asset treasury companies now buying BTC daily, this episode breaks down the macro forces driving Bitcoin to potentially new all-time highs. ~~~~~ 🌐 Stop leaving yourself vulnerable to data breaches. Get a 14-day free trial and see if any of your data has been exposed: https://out.milkroad.com/Aura2025Podcast ~~~~~ 🔔 Subscribe to Milk Road Macro Channels: https://www.youtube.com/@MilkRoadMacro 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💰 Go PRO and become a better investor with the #1 crypto research and analysis: 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Charles Edwards: https://x.com/caprioleio Capriole Investment: https://capriole.com/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Stablecoins Are Eating the World, Fed Shift Ahead, AI Prints Billions w/ Ram Ahluwalia | 12 Aug 2025 | 00:42:49 | |
In this episode of Milk Road Macro, John Gillen interviews Ram Ahluwalia, founder and CEO of Lumina Wealth, for a deep dive into the macroeconomic trends shaping the financial world. Ram provides his expert analysis on the rise of stablecoins, the future of Federal Reserve policy, and the economic impact of artificial intelligence. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: https://out.milkroad.com/Nexo2025Q3Podcast 🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets: https://out.milkroad.com/FigureMarkets2025Podcast Disclaimer: https://milkroad.com/figure-markets-disclaimer/ ~~~~~ 🔔 Subscribe to Milk Road Macro Channels: https://www.youtube.com/@MilkRoadMacro 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💰 Go PRO and become a better investor with the #1 crypto research and analysis: 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Ram Alhuwalia: https://x.com/ramahluwalia 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Why The Housing Market Is Headed For Another Crisis w/ Melody Wright | 23 Sep 2025 | 00:44:10 | |
In this episode, macro housing expert Melody Wright joins Milk Road Macro to drop a bombshell: the real estate crisis of 2008 never truly ended; it was just papered over. And now? That paper’s on fire. Why are sales collapsing despite population growth? Why are home prices still sky-high when no one can afford them? Why is everyone saying the bottom is in… while the cracks are spreading beneath their feet? ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Melody Wright: https://x.com/m3_melody 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| What Do Fed Rate Cuts Mean For Markets w/ Mike McGlone | 18 Sep 2025 | 00:53:42 | |
In this episode, Bloomberg Intelligence Senior Macro Strategist Mike McGlone joins us to break down what the latest 25bps rate cut actually means for crypto, gold, stocks, and treasuries, and why he thinks the markets are living in a fantasy. Gold is spiking. Bitcoin is lagging. Copper looks weak. And the Fed might be on the edge of politicized yield curve control. Mike’s thesis? We’re not in a new bull market. We’re in the calm before a storm. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Mike McGlone: https://x.com/mikemcglone11 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| How The Fed's Mistakes Push Markets Higher w/ Chris Whalen | 16 Sep 2025 | 00:49:00 | |
In this episode, macro analyst Chris Whalen joins Milk Road Macro to expose the uncomfortable truth behind the U.S. financial system: inflation is no accident, it’s the plan. We dig into how the Fed became a hostage to politics, why the Treasury market is one bad move away from collapse, and why gold might outperform Bitcoin in the coming storm. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Chris Whalen: https://x.com/rcwhalen Website: https://www.theinstitutionalriskanalyst.com/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| The Most Important Thing In Macro: How Investors Can Dominate in Q4 w/ Caleb Franzen | 11 Sep 2025 | 00:43:27 | |
In this episode of Milk Road Macro, we’re joined by macro wizard and chart-whisperer Caleb Franzen to break down why these rate cuts are different, how to read real-time inflation, and why technicals beat headlines. If you think the Fed, CPI, and labor data tell you what’s coming, you’re already late. Caleb shares his top signal for stacking Bitcoin, the one chart that’s flashing “bullish,” and why asset prices are the most honest signal in macro. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Caleb Franzen: https://x.com/CalebFranzen Cubic Analytics: https://cubicanalytics.substack.com/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| How Inflation and Unemployment Are Cornering the Fed w/ Samim Ghamami | 09 Sep 2025 | 00:41:54 | |
The Fed is stuck. Inflation won’t die. The labor market is cracking. And Congress? Still on a spending spree. In today’s episode of Milk Road Macro, economist Samim Ghamami (ex-SEC, ex-Fed, ex-Goldman) joins us to break down what happens when both fiscal and monetary policy stop working, and why it could lead to a stagflation spiral the Fed can’t escape. ~~~~~ 📚 Helpful Resources 📚 🥛 PRO | The risk-on environment remains 📈 https://milkroad.com/macro/the-risk-on-environment-remains/ ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Samim Ghamami Website: https://samimghamami.com/ LinkedIn: https://www.linkedin.com/in/samim-ghamami-b4b3331/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Why Government Debt Is Breaking the Global Economy w/ Quinn Thompson | 04 Sep 2025 | 00:48:03 | |
In this episode, we sit down with Quinn Thompson (founder of Lekker Capital and macro strategist) to unpack why global bond yields are exploding, how the Fed is trapped between inflation and recession, and why gold and Bitcoin might be the only lifeboats left. Governments are still spending like it’s 2020, but nobody wants to buy their debt anymore. So what happens when the world’s largest borrower runs out of buyers? ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Quinn Thompson: https://x.com/qthomp 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| How Prediction Markets Could Forever Change The Macro Landscape w/ Robin Hanson | 02 Sep 2025 | 00:42:50 | |
In this episode, we sit down with economist and prediction market pioneer Robin Hanson to explore how betting markets could completely transform decision-making, from government data to crypto governance, and even central banking. Prediction markets don’t care about credentials; they care about truth. So why aren’t they everywhere? And what does crypto have to do with it? ~~~~~
https://out.milkroad.com/KGeN2025Podcast ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Robin Hanson: https://x.com/robinhanson 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Macro's Biggest Force: How Changing Liquidity Cycles Drive Bitcoin & The Market w/ Scott Melker | 28 Aug 2025 | 00:49:40 | |
In this episode, we sit down with Scott Melker to unpack the most important force in global markets right now: liquidity cycles. From the Fed’s next move to Trump’s quiet takeover of U.S. monetary policy, this conversation dives deep into the macro dynamics shaping Bitcoin, equities, and the future of crypto regulation. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://milkroadmacro.beehiiv.com/subscribe 💸 Get your pain-free crypto portfolio GUIDE for 2025: https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 YouTube: https://www.youtube.com/@MilkRoadMacro 👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Scott Melker YouTube: https://www.youtube.com/@ScottMelker 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| 70 Years of Market Data Says the Strongest Bullish Signal Since 2025 Just Triggered w/ Milton Berg | 23 Apr 2026 | 00:45:20 | |
~~~~~ Markets are ripping to fresh all-time highs while headlines keep screaming recession, inflation, war, and general chaos. So what's actually going on? We sat down with macro analyst Caleb Franzen on Milk Road Macro to figure it out. Why are stocks pushing higher despite the world supposedly ending? Why do the S&P 500 and Nasdaq keep flashing bullish momentum? And what are the charts actually telling investors right now? We dig into market breadth, inflation risks, Fed policy, labor market strength, M2 liquidity, and why this bull market might have way more gas in the tank than people think. The headlines say one thing. The charts say another. Someone's lying. ~~~~~ ~~~~~ 🥛 Your Edge in Macro Investing (Newsletter). ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube ~~~~~ 🎙 GUEST INFO 🎙 Milton Berg: https://x.com/BergMilton 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| New All-Time Highs Everywhere… Is This Bull Run Just Getting Started? | 21 Apr 2026 | 00:38:29 | |
~~~~~ Markets are ripping to fresh all-time highs while headlines keep screaming recession, inflation, war, and general chaos. So what's actually going on? We sat down with macro analyst Caleb Franzen on Milk Road Macro to figure it out. Why are stocks pushing higher despite the world supposedly ending? Why do the S&P 500 and Nasdaq keep flashing bullish momentum? And what are the charts actually telling investors right now? We dig into market breadth, inflation risks, Fed policy, labor market strength, M2 liquidity, and why this bull market might have way more gas in the tank than people think. The headlines say one thing. The charts say another. Someone's lying. ~~~~~ ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube ~~~~~ 🎙 GUEST INFO 🎙 Caleb Franzen: https://x.com/CalebFranzen Cubic Analytics: https://cubicanalytics.substack.com/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting | 19 Mar 2026 | 00:54:51 | |
In this episode of Milk Road Macro, macro expert Jordi Visser breaks down why we’re entering one of the most important economic transitions in decades, driven by AI, rising commodity demand, and growing stress in credit markets. Oil prices are climbing. Private credit is starting to crack. At the same time, artificial intelligence is reshaping the global economy faster than anyone expected. So what does this mean for your portfolio? ~~~~~ ~~~~~ ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify ~~~~~ 🎙 GUEST INFO 🎙 Jordi Visser YouTube: https://www.youtube.com/@JordiVisserLabs 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| A Massive Sell-Off Is Starting… And Most Investors Don’t See It w/ Steven Van Metre | 17 Mar 2026 | 00:39:19 | |
In today’s episode of Milk Road Macro, we sit down with macro strategist Steve Van Metre to break down what’s really happening beneath the surface of the market… and why this could be the early stages of a much bigger move. From systematic selling and CTA flows to rising oil prices and weakening consumer demand, this episode connects the dots between macroeconomics, market structure, and investor behavior. The result? A potential domino effect that could push stocks lower in the weeks ahead. ~~~~~ ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify ~~~~~ 🎙 GUEST INFO 🎙 Steven Van Metre YouTube: https://www.youtube.com/@stevenvanmetre5087 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| Oil Prices Are Rising Fast… Is a Global Recession Next? w/ Peter St Onge | 12 Mar 2026 | 00:43:02 | |
In today’s episode, we sit down with economist Peter St Onge to break down what rising oil prices mean for inflation, the labor market, and the broader macro economy. Historically, major recessions have often followed major oil shocks. But today’s global economy is very different from the 1970s. The U.S. is now one of the world’s largest energy producers, global supply chains have evolved, and central banks have powerful tools to manage economic slowdowns. So the real question investors should be asking is this: How high do oil prices actually need to go before they trigger a recession? ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌑 Privacy isn’t optional anymore, build on Midnight and get native, programmable privacy without the exchange headaches: https://out.milkroad.com/Midnight2026Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify ~~~~~ 🎙 GUEST INFO 🎙 Peter St Onge: https://x.com/profstonge 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The Global Commodity War Has Started... Gold’s Biggest Bull Market in 50 Years w/ Nicky Shiels | 10 Mar 2026 | 00:35:06 | |
Oil just spiked above $100. Gold is pushing toward new all-time highs. And geopolitical tensions are reshaping global markets. In this episode of Milk Road Macro, we sit down with Nicky Shiels, Head of Research and Metals Strategy at MKS PAMP, to break down the macro forces driving the surge in commodities and what it means for investors. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌑 Privacy isn’t optional anymore, build on Midnight and get native, programmable privacy without the exchange headaches: https://out.milkroad.com/Midnight2026Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Nicky Shiels: https://x.com/nixsa84 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| “Heads I Win, Tails You Lose”: Why Bitcoin Wins No Matter What Happens Next w/ David Brickell | 05 Mar 2026 | 00:42:09 | |
In this episode of Milk Road Macro, we break down how wars, government debt, and central bank policy shape global markets, and why Bitcoin may be positioned to benefit regardless of how the macro environment evolves. David Brickell explains why geopolitical conflicts often lead to more debt issuance, more liquidity injections, and ultimately higher asset prices. We also dive into the growing role of Bitcoin in the global financial system, how institutional adoption is accelerating, and why the current market environment could create a “heads I win, tails you lose” scenario for BTC. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌑 Privacy isn’t optional anymore, build on Midnight and get native, programmable privacy without the exchange headaches: https://out.milkroad.com/Midnight2026Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 David Brickell: https://x.com/davidbrickell80 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| US-Israel Strike on Iran: What It Means for Global Markets & Oil Prices w/ Keith McCullough | 03 Mar 2026 | 00:40:08 | |
In this episode of Milk Road Macro, we break down what the Iran conflict means for oil markets, inflation, Federal Reserve policy, bond yields, and risk assets. While headlines focus on war, the real story may be how markets were already positioned before the strike. Oil had been breaking out. Gold was gaining momentum. Bond yields were starting to roll over. The question now is whether this escalation accelerates those trends. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses: https://out.milkroad.com/Bridge2025Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Keith McCullough: https://x.com/KeithMcCullough 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The Commodity Supercycle Is Back: The Macro Shift That Could Reshape Markets | 26 Feb 2026 | 00:39:28 | |
In this episode of Milk Road Macro, we sit down with veteran commodities trader Sal Gilbertie to break down why real assets are gaining attention in 2026, how geopolitics and trade wars are reshaping supply chains, and what investors need to know about agriculture, energy, metals, and digital assets. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses: https://out.milkroad.com/Bridge2025Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Sal Gilbertie: https://x.com/GilbertieSal 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The Triple Bubble About to Burst: Are We Sitting on a Financial “Time Bomb”? w/ Michael Pento | 24 Feb 2026 | 00:41:52 | |
In this episode of Milk Road Macro, we sit down with veteran macro strategist Michael Pento to unpack his warning about a historic “triple bubble” across equities, real estate, and debt markets, and what it could mean for investors in 2026 and beyond. Pento argues that years of ultra-low interest rates, money printing, and massive government deficits have distorted asset prices across the board, leaving the global economy highly fragile. With affordability collapsing, debt levels surging, and financial conditions tightening, even a small shock could trigger a major market reset. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses: https://out.milkroad.com/Bridge2025Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Michael Pento: https://linktr.ee/michaelpento 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The 10 Macro Signals That Still Support a Bull Market w/ Ryan Detrick | 19 Feb 2026 | 00:40:29 | |
In this episode of Milk Road Macro, Chief Market Strategist Ryan Detrick explains why the bull market may still be intact despite weakness in tech and risk assets. He breaks down key macro signals, including strong market breadth, resilient earnings, stable labor data, massive AI CapEx, firm credit markets, persistent inflation near 3%, and global leadership from industrials, commodities, Europe, and emerging markets. Ryan also discusses Federal Reserve policy, rate cuts, geopolitical risks, volatility, and what could drive stocks higher, or trigger a correction in 2026. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses: https://out.milkroad.com/Bridge2025Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Ryan Detrick: https://x.com/RyanDetrick 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| Stage 4 Market Decline: The Phase Where Markets Fall 7x Faster w/ Chris Vermeulen | 17 Feb 2026 | 00:47:03 | |
In this episode of Milk Road Macro, technical analyst Chris Vermeulen lays out the case that markets may be transitioning from late-cycle distribution into a potential financial reset. While the S&P 500 is still technically in an uptrend, momentum is fading, the Nasdaq is showing lower highs and lower lows, and the Magnificent 7 are beginning to roll over. When market leadership weakens, broader indices often follow. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses: https://out.milkroad.com/Bridge2025Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 The Technical Traders X: https://x.com/TheTechTraders Website: https://thetechnicaltraders.com/ YouTube: https://www.youtube.com/@TheTechnicalTraders 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The Old Market Regime Is Dead: Why Portfolios Are Misaligned in 2026 w/ Bob Elliott | 16 Apr 2026 | 00:38:55 | |
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ~~~~~ The S&P 500 is ripping. Oil is all over the place. Inflation is creeping back in like that roommate who "just needs one more month." But underneath all that? The macro regime is changing. Bob Elliott (CEO & CIO of Unlimited Funds, former Bridgewater guy) laid it out on the show. That cozy environment from the last decade - low inflation, global stability, cheap money - is fading. Fast. The problem: most portfolios are still built for a world that doesn't exist anymore. We get into why this rally might be a head fake, why earnings expectations could be way off, and why nobody's taking rising geopolitical conflict seriously enough. The rules changed. If your strategy didn't change with them... that's a problem. ~~~~~ ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube ~~~~~ 🎙 GUEST INFO 🎙 Bob Elliott X: https://x.com/BobEUnlimited YouTube: https://www.youtube.com/@BobEUnlimited Substack: https://bobeunlimited.substack.com/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| Geopolitics Is Now the Macro Driver: Iran, China & the Trades That Matter in 2026 w/ Matt Gertken | 12 Feb 2026 | 00:35:44 | |
In this episode of Milk Road Macro, we break down why geopolitics, not inflation, not the Fed, not earnings, is becoming the dominant force driving global markets in 2026. Matt Gertken (Chief Geopolitical Strategist at BCA Research) joins us to unpack the rising instability in Iran, the real risk of disruption in the Strait of Hormuz, and what a potential oil shock would mean for equities, commodities, and crypto markets. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses: https://out.milkroad.com/Bridge2025Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Matt Gertken: https://x.com/mgertken BCA Research: https://www.bcaresearch.com/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| Is This the Start of a New Commodity Supercycle? w/ Clem Chambers | 10 Feb 2026 | 00:42:02 | |
Are we witnessing the beginning of a new commodity supercycle? In today’s episode of Milk Road Macro, Clem Chambers breaks down why gold, silver, platinum, palladium, and copper are moving, and what it signals for the global economy. Gold has been surging, but according to Clem, this isn’t just about inflation or interest rates. It’s about geopolitics. Central banks are buying gold aggressively as global tensions rise, and history shows gold often acts as the “currency of war.” If conflict risk remains elevated, the bid under precious metals may not disappear anytime soon. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses: https://out.milkroad.com/Bridge2025Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Clem Chambers YouTube: https://www.youtube.com/@ClemChambersAlpha Substack: https://clemishere.substack.com/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The Government Is Engineering a Business Cycle Surge Into 2026 w/ Andreas Steno Larsen | 05 Feb 2026 | 00:50:38 | |
In this episode of Milk Road Macro, Andreas Steno Larsen, explains why the macro playbook that worked for the last 15 years is broken, and why markets haven’t fully priced in the new regime we’re entering. We discuss how AI is pressuring the software-as-a-service economy, why private credit may be sitting on hidden risk, and how this is triggering a major rotation from software into hardware, energy, metals, and infrastructure. Andreas also breaks down why the recent ISM surge is not seasonal noise, but the result of a powerful tax rule that is forcing U.S. companies to ramp CapEx this year by design. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses: https://out.milkroad.com/Bridge2025Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Andreas Steno Larsen: https://x.com/AndreasSteno 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The Market Is Risk-On… But Growth Isn’t (Yet) w/ Market Radar | 03 Feb 2026 | 00:43:36 | |
Gold and silver just experienced trillion-dollar swings. The ISM printed its biggest upside surprise in years. Stocks are grinding higher. And yet… the one signal that normally powers real bull markets still hasn’t turned. In this episode of Milk Road Macro, the team from Market Radar breaks down the macro regime that explains why markets feel completely out of sync right now and why most investors are reading the situation wrong. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20: https://out.milkroad.com/Summ2026Podcast 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses: https://out.milkroad.com/Bridge2025Podcast ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Market Radar X: https://x.com/themarketradar Website: https://www.market-radar.com/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The Macro Framework for Investing in the Next Decade w/ Mark Yusko | 29 Jan 2026 | 00:41:16 | |
In this episode of Milk Road Macro, we sit down with Mark Yusko to break down how long-term wealth is created, not through predictions or short-term trades, but through a repeatable macro framework focused on innovation, infrastructure, and non-consensus thinking. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Mark Yusko: https://x.com/MarkYusko 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The Passive Bid Explained: How Markets Move Now w/ Michael Green | 27 Jan 2026 | 00:50:27 | |
In this episode of Milk Road Macro, Michael Green breaks down the passive bid, the force reshaping modern markets, and explains why price discovery doesn’t work the way most investors think it does anymore. What started as a well-intentioned shift toward index investing has quietly transformed market mechanics, distorted signals, and created a system that rewards flows over fundamentals. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Michael Green: https://x.com/profplum99 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| “You Will Own Nothing” Wasn’t a Warning… It Was the Plan w/ Carol Roth | 22 Jan 2026 | 00:38:29 | |
In this episode of Milk Road Macro, we sit down with Carol Roth to break down the uncomfortable reality behind today’s global economic system and why the loss of ownership isn’t accidental. We explore how years of zero interest rate policy, runaway fiscal spending, and financialization have pushed everyday Americans from ownership into permanent rentership. What’s framed as convenience or progress is, in reality, a structural shift driven by policy choices, not market forces. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Carol Roth: https://x.com/caroljsroth 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| Your Macro Framework Is Missing the Strongest Signal in the Market w/ Caleb Franzen | 20 Jan 2026 | 00:36:57 | |
In this episode of Milk Road Macro, market strategist Caleb Franzen breaks down why investors feel more confused than ever, even as markets continue to make new all-time highs. Consumer sentiment is near multi-decade lows. Recession fears are everywhere. Yet retail stocks, discretionary stocks, earnings, and market breadth are all signaling strength. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Caleb Franzen: https://x.com/CalebFranzen Cubic Analytics: https://cubicanalytics.substack.com/ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| 2026 Will Be a Roller Coaster Market (Here’s How to Survive It) w/ Michael Lebowitz | 15 Jan 2026 | 00:35:24 | |
In this episode of Milk Road Macro, portfolio manager Michael Lebowitz breaks down why passive investing may fail, why volatility is returning, and how investors should think about risk management, portfolio rotation, and survival strategies in the year ahead. ~~~~~ 🤖 AI isn’t a trend. It’s a supercycle. Get 20% off AI PRO this week only. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Michael Lebowitz: https://x.com/michaellebowitz 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| Trump vs Powell: The Battle That Could Break the Fed w/ James Lavish | 13 Jan 2026 | 00:47:21 | |
In this episode of Milk Road Macro, James Lavish joins us to break down the escalating conflict between President Trump and Federal Reserve Chair Jerome Powell and why this battle could threaten the stability of the U.S. financial system. ~~~~~ 🤖 AI isn’t a trend. It’s a supercycle. Get 20% off AI PRO this week only. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 James Lavish: https://x.com/jameslavish 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The Commodity Crisis Playbook: Position Before It’s Too Late (From A 20-Year Veteran) w/ Ole Hansen | 14 Apr 2026 | 00:39:14 | |
In today’s episode, we sit down with Ole Hansen, Head of Commodity Strategy at Saxo Bank, to break down what’s really happening behind the Strait of Hormuz crisis, why energy markets are breaking, and how this shock is spreading into food, metals, and the global economy. Oil prices are volatile, supply chains are tightening, and the impact is already hitting everything from jet fuel to fertilizers to semiconductors. But the real shift? Markets are moving from an inflation shock to a full-blown growth risk, and that changes the entire investment playbook. ~~~~~ ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 YouTube ~~~~~ 🎙 GUEST INFO 🎙 Ole Hansen: https://x.com/Ole_S_Hansen 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| Jim Bianco Explains Why 2026 Marks the End of the Old Economic Playbook | 08 Jan 2026 | 00:45:45 | |
In this episode of Milk Road Macro, legendary macro analyst Jim Bianco breaks down why 2026 is shaping up to be a regime change, not just another turn in the cycle. From immigration-driven population shifts to sticky inflation, AI-driven productivity, and a Federal Reserve with no clean exit, the old models investors lean on are starting to fail. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Jim Bianco: https://x.com/biancoresearch 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright | 06 Jan 2026 | 00:47:41 | |
In this episode of Milk Road Macro, housing market analyst Melody Wright breaks down why today’s housing crisis isn’t about interest rates or supply shortages… but about grift, policy distortion, and hidden debt that have quietly warped the system over the last decade. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Melody Wright: https://x.com/m3_melody 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| 2026 Macro Outlook: The Market Is Sending a Warning After a 3-Year Rally w/ Mark Newton | 01 Jan 2026 | 00:42:54 | |
In this episode of Milk Road Macro, Fundstrat’s head of technical strategy Mark Newton reveals why 2026 is set to be a "choppy" year of consolidation rather than collapse—and identifies the exact months to buy the dip for the next multi-year bull run. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Mark Newton: https://x.com/MarkNewtonCMT 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| Why 2026 Will Be a Volatile, Politically Driven Market w/ Mel Mattison | 30 Dec 2025 | 00:38:24 | |
In this episode of Milk Road Macro, fintech executive and investor Mel Mattison exposes the hidden plumbing of the financial system - from "shadow" QE to the collateral crisis lurking behind tokenization - and explains why 2026 will be a stock picker’s market where the easy money has already been made. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Mel Mattison: https://x.com/MelMattison1 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| 2026 Liquidity Outlook: Is the Global Liquidity Cycle Past Its Peak? w/ Michael Howell | 25 Dec 2025 | 00:52:21 | |
In this episode of Milk Road Macro, the godfather of global liquidity breaks down what’s actually driving markets beneath the surface, and why 2026 could look very different from what most investors expect. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Michael J. Howell: https://substack.com/@capitalwars 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||
| The Fed Has Lost Control of the System, And Nobody Knows How It Ends w/ Chris Irons | 23 Dec 2025 | 00:35:57 | |
In this episode of Milk Road Macro, Chris Irons (aka Quoth the Raven) delivers an unfiltered breakdown of why today’s market is unlike anything we’ve seen before. Record valuations. Exploding debt. The Federal Reserve is trapped between inflation and collapse. And a growing sense that nobody, not policymakers, not investors, really knows how this ends. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Chris Irons: https://x.com/QTRResearch 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses | |||