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PODCAST

Milk Road Macro

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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All Episodes

00:40:58

Credit, Housing, and Stocks: How The Fed Has Created...

Milk Road Macro ·

2025/11/06

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

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00:45:40

Bear Trap, Bull Run, or Blow Off Top? Where Is The...

Milk Road Macro ·

2025/11/04

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

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00:43:40

Why The Fed is Pouring Fuel on This Bull Run w/ Bill...

Milk Road Macro ·

2025/10/30

The Fed just cut rates to 4% and ended quantitative tightening, but according to legendary hedge fund manager Bill Fleckenstein, none of that actually matters. In this episode, Bill breaks down why the market’s on autopilot, what’s really driving this bull run (hint: it’s not Powell), and why things could spiral fast when the music stops.~~~~~⁠⁠⁠🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:⁠⁠⁠⁠⁠⁠https://link.milkroad.com/pod-macro-free-signup⁠⁠⁠⁠⁠⁠💰 Institutional

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00:46:32

How Stablecoins Are Taking Over The Dollar, Business,...

Milk Road Macro ·

2025/10/28

In today’s episode of Milk Road Macro, Santiago Santos breaks down the seismic shift happening beneath the surface of global finance. From the Fed’s surprising embrace of stablecoin infrastructure to how AI agents will use USDC like cash, this is a front-row seat to the real stablecoin takeover, not the hype, but the plumbing.~~~~📚 Helpful Resources 📚🥛 The Fed’s running it hot and the bears are wrong 🐂⁠⁠⁠⁠⁠⁠https://link.milkroad.com/macro-fed-analysis-10/05-pod⁠⁠⁠⁠⁠⁠~~~~~⁠⁠⁠🌍 Macro moves

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00:47:24

Debasement, Inflation, and Investing in the Era of...

Milk Road Macro ·

2025/10/23

The Fed says inflation is under control. Vincent Deluard says: not even close. In this episode, we dig into why inflation is here to stay, why the Fed has become a political tool, and how the era of fiscal dominance is reshaping everything. ~~~~📚 Helpful Resources 📚🥛 The Fed’s running it hot and the bears are wrong 🐂⁠⁠⁠⁠⁠https://link.milkroad.com/macro-fed-analysis-10/05-pod⁠⁠⁠⁠⁠~~~~~⁠⁠⁠🌍 Macro moves markets, get ahead of the game with Milk Road Macro

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00:38:35

Ignore the Headlines. The Charts Are Screaming Bull...

Milk Road Macro ·

2025/10/21

In this episode, chart master Caleb Franzen returns to break down why the recent volatility in Bitcoin, stocks, and gold isn’t a sign of a bear market, but actually one of the most compelling buying opportunities in months. With Powell signaling rate cuts, M2 liquidity rising, and credit spreads holding strong, Caleb argues that the macro backdrop still screams risk-on, if you know where to look.~~~~📚 Helpful Resources 📚🥛 The Fed’s running it hot and the bears are wrong

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00:39:03

Retail vs Wall Street: Why The Odds Are Stacked...

Milk Road Macro ·

2025/10/16

In this episode of Milk Road Macro, we sit down with Benn Eifert, fund manager and derivatives expert, to uncover the truth behind retail trading, leverage blowups, perpetual futures, and the myth of “democratized finance.” From meme-stock mania to zero-day options and 100x leverage, this is a deep dive into how modern markets really work and who’s profiting when you get liquidated.~~~~📚 Helpful Resources 📚🥛 The Fed’s running it hot and the bears are wrong

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00:42:36

Market Chaos Now, But a Massive Bullish Decade Ahead...

Milk Road Macro ·

2025/10/14

In this episode, legendary Wall Street strategist Mary Ann Bartels joins us to unpack one of the wildest macro setups in years. From Trump reigniting trade wars, to government shutdown theatrics, to Mary Ann’s eye-popping predictions (S&P 7,000? BTC $150K? Gold at $5K?!), this one’s a no-holds-barred macro masterclass. She’s calling a global secular bull market, warning of a massive bubble by 2030, and breaking down why tech, semis, gold, and crypto are all still in beast mode, for now.~~~~📚

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00:44:55

Business Cycle Masterclass: Why The Market Is...

Milk Road Macro ·

2025/10/09

In this episode, macro strategist Henrik Zeberg joins us to break down one of the most paradoxical moments in market history: A euphoric bull run on the deck of a sinking Titanic. Why are bulls partying while consumers are drowning? Are we nearing the biggest blow-off top of all time? And how will you know when it’s time to jump ship?~~~~~📚 Helpful Resources 📚🥛 The Fed’s running it hot and the bears are wrong 🐂⁠https://link.milkroad.com/macro-fed-analysis-10/05-pod⁠~~~~~⁠⁠⁠🌍 Macro moves

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00:47:57

Why This Could Be the Biggest Bull Run Since the...

Milk Road Macro ·

2025/10/07

Are we living through the most powerful bull market of our lifetimes? In this episode of Milk Road Macro, John Gillen sits down with veteran macro analyst and investor Mel Mattison to break down why today’s rally in Bitcoin, gold, and global markets looks more like the post‑war 1950s than anything we’ve seen since. Mel was one of the first to call the “Debasement Trade” and predicted this year’s epic run across assets. In this conversation, he explains what’s driving the everything‑everywhere rally,

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00:43:56

How Money Supply & Dollar Flight Are Fueling a Bull...

Milk Road Macro ·

2025/10/02

Is the Fed fighting inflation with the wrong tools? Why are global central banks hoarding gold while retail investors are still watching interest rates? In this episode, we sit down with Steve Hanke, one of the world’s top economists, to break down why the real driver of markets isn’t interest rates, it’s money supply. Hanke, who literally wrote the book on hyperinflation and dollarization, makes the case that the Fed’s obsession with rate hikes is a dangerous distraction, and that we’re already

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00:59:22

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

Milk Road Macro ·

2025/09/30

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

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00:48:26

The AI x Crypto Collision Course: How This Market...

Milk Road Macro ·

2025/09/25

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

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00:44:10

Why The Housing Market Is Headed For Another Crisis...

Milk Road Macro ·

2025/09/23

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

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00:53:42

What Do Fed Rate Cuts Mean For Markets w/ Mike McGlone

Milk Road Macro ·

2025/09/18

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

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00:49:00

How The Fed's Mistakes Push Markets Higher w/ Chris...

Milk Road Macro ·

2025/09/16

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

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00:43:27

The Most Important Thing In Macro: How Investors Can...

Milk Road Macro ·

2025/09/11

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

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00:41:54

How Inflation and Unemployment Are Cornering the Fed...

Milk Road Macro ·

2025/09/09

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

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00:48:03

Why Government Debt Is Breaking the Global Economy w/...

Milk Road Macro ·

2025/09/04

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

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00:42:50

How Prediction Markets Could Forever Change The Macro...

Milk Road Macro ·

2025/09/02

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?~~~~~🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:https://out.milkroad.com/KGeN2025Podcast~~~~~⁠⁠⁠🌍 Macro moves markets,

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