Explore every episode of the podcast Milk Road Macro
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 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 | |||
| 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 | |||
| 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 | |||
| This 50-Year Pattern Just Broke: Is Silver About to Go Parabolic? w/ Michael Oliver | 09 Apr 2026 | 00:44:18 | |
In today’s episode of Milk Road Macro, veteran market technician Michael Oliver breaks down why a 50-year range in silver may have finally broken, and why that could send prices toward $300… or even $500. But this isn’t just about silver. We also dive deep into the real risks building under the surface of the global financial system, from a weakening banking sector to a potential bond market crisis that could be bigger than 2008. ~~~~~ ~~~~~ 🔧 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 🎙 Michael Oliver: https://x.com/Oliver_MSA 📃 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 | |||
| Gold Price Prediction: Why the Bull Run Isn't Over w/ Jeffrey Christian | 07 Apr 2026 | 00:40:32 | |
In today’s episode of Milk Road Macro, we sit down with Jeffrey Christian (CPM Group), one of the world’s leading experts on gold, silver, and commodities, to break down what’s really driving the gold market right now. We dive into the macro forces pushing gold to record highs, why both gold and the U.S. dollar are rising at the same time (yes, that’s a big signal), and what it tells us about the state of the global economy. We also unpack the truth about central bank gold buying, ETF flows, and whether the current demand is sustainable. ~~~~~ ~~~~~ 🔧 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 🎙 Jeffrey Christian: https://www.linkedin.com/in/jeffrey-christian-025856/ CPM Group: https://cpmgroup.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 Gold Crash That Could Trigger a Bigger Rally w/ Jeff Clark | 02 Apr 2026 | 00:35:15 | |
In this episode of Milk Road Macro, we sit down with precious metals expert Jeff Clark to break down what’s really happening behind the recent gold sell-off, and why history suggests this could be one of the biggest opportunities in the market right now. We delve into the macro forces driving gold, including rising interest rates, a strong dollar, geopolitical tensions, and market-wide deleveraging. More importantly, we explore why these pullbacks are normal in bull markets, and why the biggest gains often come right after. ~~~~~ ~~~~~ 🔧 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 🎙 Jeff Clark: https://x.com/TheGoldAdvisor 📃 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 Biggest Economic Crisis in History May Have Already Started (Oil Shock Explained) w/ Rory Johnston | 31 Mar 2026 | 00:53:02 | |
In this episode of Milk Road Macro, the "oil quant" of macro Twitter breaks down the largest supply shock in the history of the oil market and why the true physical crisis hasn't even hit Western pockets yet. Rory Johnston, founder of Commodity Context, explains the "detonation in space-time" caused by the one-month closure of the Strait of Hormuz and why current prices are actually "too low" for the catastrophe that is barreling toward the global economy. ~~~~~ ⚡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 🎙 Rory Johnston: https://x.com/Rory_Johnston 📃 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 #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller | 26 Mar 2026 | 00:48:43 | |
In this episode, FreightWaves CEO Craig Fuller breaks down why trucking and freight data may be the most important real-time indicator in macro right now, and why it’s flashing bullish. Despite rising oil prices, geopolitical tension, and recession fears, the data tells a very different story. Freight volumes are rising, trucking capacity is tightening, and industrial demand is quietly accelerating across the U.S. ~~~~~ ⚡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 🎙 Craig Fuller: https://x.com/FreightAlley 📃 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 $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick | 24 Mar 2026 | 00:38:44 | |
In this episode of Milk Road Macro, Geoffrey Kendrick (Head of Digital Assets Research at Standard Chartered) breaks down why stablecoins could trigger a $1 trillion capital shift, reshape the global banking system, and accelerate crypto adoption faster than most investors expect. ~~~~~ ~~~~~ ⚡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 🎙 Geoffrey Kendrick: https://www.linkedin.com/in/geoff-kendrick-45a91515/ 📃 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 | |||
| 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 | |||
| 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 | |||
| Why Silver Is Exploding as the Global Debt System Breaks w/ Francis Hunt | 18 Dec 2025 | 00:44:57 | |
In this episode of Milk Road Macro, veteran trader and macro analyst Francis Hunt (The Market Sniper) lays out why we’ve entered a new financial regime where sovereign debt is no longer a safe asset, currencies are being quietly debased, and hard assets are starting to reprice in real time. ~~~~~ 📊 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 🎙 Francis Hunt: https://x.com/themarketsniper 📃 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 Macro Environment Breaking Crypto or Forcing It to Grow Up? w/ Bart Smith | 16 Dec 2025 | 00:39:17 | |
In this episode of Milk Road Macro, we’re joined by Bart Smith, former head of digital asset strategy at Susquehanna and current CEO of Avalanche Treasury Company, to unpack why crypto’s struggles may have less to do with technology and everything to do with macro, liquidity, and maturity. ~~~~~ 📊 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 🎙 Bart Smith: https://x.com/gbartsmith 📃 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 Just Flipped the Script: What the Rate Cut Reveals About the 2026 Market Playbook w/ Kevin Muir | 11 Dec 2025 | 00:46:56 | |
Today’s guest, Kevin Muir, The Macro Tourist, breaks down why this move represents a complete script-flip from the Fed, why Powell’s guidance may no longer matter, and why investors are missing the most important second-order effects shaping 2026. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🥛 Free Milk Road Newsletters. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Kevin Muir: https://x.com/kevinmuir The Macro Tourist: https://themacrotourist.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 | |||
| Grant Williams: The Global Monetary Order Is Breaking Down | 09 Dec 2025 | 00:31:55 | |
The global monetary system is shaking… and one of the sharpest macro minds alive says the cracks are no longer theoretical. In today’s episode, legendary macro commentator Grant Williams joins us to explain why trust in the U.S.-led financial order is collapsing, why central banks are sprinting into gold, and why the next phase of QE could arrive far sooner than markets think. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs. ~~~~~ 🥛 Get smarter about investing with our free newsletters. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Spotify 👉 Apple Podcast ~~~~~ 🎙 GUEST INFO 🎙 Grant Williams: https://x.com/ttmygh 📃 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 | |||
| Capitalism Is Dead: EB Tucker Explains the New "Managed Economy" Taking Over Markets | 04 Dec 2025 | 00:44:33 | |
What if the economy you think you’re living in… doesn’t exist anymore?In today’s episode, EB Tucker drops one of the most non-consensus macro takes you’ll hear all year: capitalism isn’t dying, it’s already dead. And what replaced it is something far more engineered, more controlled, and more influential for investors than anyone wants to admit. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs: https://out.milkroad.com/Reserve2025Podcast ~~~~~ 🤖 Get the drama, the deals, and the smartest ways to invest in AI with Milk Road AI: https://link.milkroad.com/podcast-ai-link-4 ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-macro-free-signup 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: https://link.milkroad.com/pod-macro-pro-signup ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Twitter: https://x.com/MilkRoadMacro 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 EB Tucker: https://thetuckerletter.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 Dollar System Is Breaking & Gold Is Becoming Money Again w/ Andy Schectman | 02 Dec 2025 | 00:50:55 | |
In today’s episode, we get into the story behind gold’s surge, why nations are standing for physical delivery like never before, and how BRICS are building a SWIFT-free, gold-settled financial order through mBridge, multi-jurisdictional vaults, and blockchain rails. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs: https://out.milkroad.com/Reserve2025Podcast ~~~~~ 🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday: https://link.milkroad.com/black-friday-macro-2 ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-macro-free-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 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Andy Schectman: https://x.com/ASchectman 📃 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 Acceleration Era: The Economic Shift That Will Define the Next Decade w/ Tad Smith | 27 Nov 2025 | 00:40:45 | |
In today’s episode, former Sotheby’s CEO, NYU professor, Tad Smith breaks down the macro transformation happening beneath the headlines: soaring productivity, softening labor markets, and the rise of AI as a new form of economic capital. It’s a front-row view of the biggest economic shift of the decade, where GDP keeps rising, job demand keeps falling, and society scrambles to redefine purpose in a post-labor world. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs: https://out.milkroad.com/Reserve2025Podcast ~~~~~ 🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday: https://link.milkroad.com/black-friday-27 ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-macro-free-signup 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: 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 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Tad Smith: https://x.com/tadtweets 📃 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. | |||
| Dan Tapiero's Macro Outlook: Why Markets Will Rip Into 2026 | 25 Nov 2025 | 00:39:25 | |
In this episode, Dan explains why this brutal Bitcoin pullback isn’t the start of a bear market… but the mid-cycle cleanup before an explosive run into 2026. He breaks down the real macro forces at play, why Powell’s policy errors are setting up a generational liquidity wave, and why Bitcoin’s fundamentals today are 10× stronger than in 2021, yet the market is still mispricing everything. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs: https://out.milkroad.com/Reserve2025Podcast ~~~~~ 🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday: https://link.milkroad.com/black-friday-25 ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-macro-free-signup 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: 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 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Dan Tapiero: https://x.com/DTAPCAP 📃 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. | |||
| Harry Dent: Demographics Run the Economy & They’re Pointing to a Massive Crash | 20 Nov 2025 | 00:43:03 | |
In today’s episode, legendary forecaster Harry Dent breaks down why demographics, not politicians, not central banks, drive every boom and bust. And according to him, the demographic math is flashing a massive red alert. From a $29 trillion “artificial boom” to a potential 90% Nasdaq wipeout, Dent lays out a brutally honest roadmap for what comes next… and why the U.S. may be headed for the kind of crash no stimulus can prevent. ~~~~~ 🔧 Build Without Compromise With Quicknode: https://out.milkroad.com/Quicknode2025PodcastMRMacro ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-macro-free-signup 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: 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 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Harry Dent Website: https://harrydent.com/ YouTube: https://www.youtube.com/@hsdentfinancial/featured 📃 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 Dollar Milkshake Theory & The Investment of The Century w/ Brent Johnson | 18 Nov 2025 | 00:43:40 | |
In today’s episode, Brent Johnson drops one of the most ambitious macro frameworks we’ve ever covered and explains why it may be pointing to the investment opportunity of the century. From stablecoins reshaping global power to the U.S.-China economic breakup, to a looming liquidity crunch that almost no one is prepared for… this conversation is a masterclass in how the world really works behind the headlines. ~~~~~ 🔧 Build Without Compromise With Quicknode: https://out.milkroad.com/Quicknode2025PodcastMRMacro ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-macro-free-signup 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: 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 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Santiago Capital: https://x.com/SantiagoAuFund 📃 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 the Fed Losing Control? Why a Leadership Change Could Reshape Markets w/ Barry Knapp | 13 Nov 2025 | 00:53:02 | |
The Powell era may be coming to an end, and what comes next could flip markets upside down. In this episode, macro veteran Barry Knapp breaks down why the Federal Reserve is misreading inflation, ignoring labor market signals, and risking a serious policy error. But here’s the twist: a new Fed Chair could be seated as early as January, and with it… a whole new monetary regime. ~~~~~ 🔧 Build Without Compromise With Quicknode: https://out.milkroad.com/Quicknode2025PodcastMRMacro ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-macro-free-signup 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: 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 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Barry Knapp: https://x.com/barryknapp 📃 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. | |||
| China Trade War: Trump’s Deal Changes Everything (or Nothing?) w/ Brad Setser | 11 Nov 2025 | 00:53:53 | |
What really happened in Trump’s latest “deal” with China? In this episode, global trade expert Brad Setser breaks down the high-stakes handshake between the U.S. and China, and reveals why it might not be the win it’s being sold as. From rare earth retaliation to weaponized tariffs and Apple’s unintended role in building China’s industrial dominance, this one peels back the curtain on the most important economic rivalry of our time. ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-macro-free-signup 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: 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 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Brad Setser: https://x.com/Brad_Setser 📃 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. | |||
| Credit, Housing, and Stocks: How The Fed Has Created The Biggest Bubble of All Time w/ Michael Pento | 06 Nov 2025 | 00:40:58 | |
In this episode, macro veteran Michael Pento joins us for a no-BS breakdown of the ticking time bomb hiding in plain sight. He called the housing bubble in 2005. Now, he’s sounding the alarm again, except this time, the setup is even worse. Will the Fed trigger a full-blown bond revolt? Can they print their way out again without destroying the dollar? And why is Pento still long the market even as he’s warning of collapse? ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-macro-free-signup 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: 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 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 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. | |||
| Bear Trap, Bull Run, or Blow Off Top? Where Is The Market Going Next w/ Yann Allemann | 04 Nov 2025 | 00:45:40 | |
In this episode, Swissblock and Glassnode co-founder Yann Allemann joins us to break down the most important (and misunderstood) force in markets right now: liquidity. The Fed is cutting rates. QT is ending. Bitcoin crashed, then bounced. S&P targets are flying. And institutional capital is rotating faster than retail can blink. Is this a blow-off top, a melt-up, or the most dangerous bull trap in recent history? ~~~~~ 🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: https://link.milkroad.com/pod-macro-free-signup 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: 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 👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405 ~~~~~ 🎙 GUEST INFO 🎙 Yann Allemann: https://x.com/Negentropic 📃 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. | |||