Milk Road Macro – Details, episodes & analysis

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Milk Road Macro

Milk Road

Business

Frequency: 1 episode/4d. Total Eps: 79

Helping everyday people get smarter about macro investing. Learn how global markets impact our favourite risk assets like Bitcoin, tech stocks, and more! 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter every Tuesday and Thursday, in your inbox: https://milkroad.com/macro/

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Apple Podcasts

🇬🇧 Great Britain - investing
26/04/2026
#99
🇩🇪 Germany - investing
01/10/2025
#78
🇩🇪 Germany - investing
10/08/2025
#100
🇩🇪 Germany - investing
09/08/2025
#65

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https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
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Score global : 38%

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Milk Road's Macro Framework: How The Big Picture Empowers Investors w/ John Gillen

Thursday, August 7, 2025 • Duration 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

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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:

https://milkroad.com/offer/sign-up-for-pro/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-pro&utm_content=aug_07_25

💸 Get your pain-free crypto portfolio GUIDE for 2025:

~~~~~

🕶️ 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.

Read moreCollapse

Surviving the Liquidity Crisis: Everything You Need to Navigate This Cycle w/ Michael Howell

Tuesday, August 5, 2025 • Duration 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

Rate Cut Chaos: Inside the Fed’s July Meeting Standoff w/Tony Greer

Thursday, July 31, 2025 • Duration 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)

~~~~~

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The Fed Is Wrong About AI and the Economy w/ PDS

Tuesday, July 29, 2025 • Duration 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.

~~~~~

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~~~~~🌍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

Wednesday, July 23, 2025 • Duration 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:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Ledn2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

~~~~~

🔔 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:

AI Juggernaut: The Biggest Bull Run Ever w/ Jordi Visser

Tuesday, September 30, 2025 • Duration 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:

The AI x Crypto Collision Course: How This Market Intersection is About To Explode w/ Kyle Reidhead

Thursday, September 25, 2025 • Duration 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:

Why Wall Street is About to Rush Into Crypto w/ Christopher Kuiper

Tuesday, August 26, 2025 • Duration 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.

~~~~~

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~~~~~

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🧠 Hedge funds pay thousands. You don’t have to, Macro PRO is 25% off this week:

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⁠⁠⁠

🌍 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:

Macro Breakdown: Inflation, Jobs, Rate Cuts & Fed Meeting w/ Kyle Reidhead

Thursday, August 21, 2025 • Duration 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).

~~~~~

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~~~~~

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🧠 Hedge funds pay thousands. You don’t have to, Macro PRO is 25% off this week:

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⁠⁠⁠

🌍 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:

K-Shaped Economic Crisis: Why the Economy’s Split Between Boom and Doom w/ Craig Shapiro

Tuesday, August 19, 2025 • Duration 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:

https://milkroad.com/offer/sign-up-for-pro/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-pro&utm_content=aug_19_25

💸 Get your pain-free crypto portfolio GUIDE for 2025:

Milk Road Macro – Details, episodes & analysis

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Milk Road Macro – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

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