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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

00:38:29

New All-Time Highs Everywhere… Is This Bull Run Just...

Milk Road Macro ·

2026/04/21

🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠~~~~~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

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00:38:55

The Old Market Regime Is Dead: Why Portfolios Are...

Milk Road Macro ·

2026/04/16

🧠 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

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00:39:14

The Commodity Crisis Playbook: Position Before It’s...

Milk Road Macro ·

2026/04/14

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

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00:44:18

This 50-Year Pattern Just Broke: Is Silver About to...

Milk Road Macro ·

2026/04/09

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. ~~~~~⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade

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00:40:32

Gold Price Prediction: Why the Bull Run Isn't Over w/...

Milk Road Macro ·

2026/04/07

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

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00:35:15

The Gold Crash That Could Trigger a Bigger Rally w/...

Milk Road Macro ·

2026/04/02

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

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00:53:02

The Biggest Economic Crisis in History May Have...

Milk Road Macro ·

2026/03/31

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

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00:48:43

The #1 Real-Time Indicator That Says the Economy Is...

Milk Road Macro ·

2026/03/26

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

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00:38:44

The $1 Trillion Stablecoin Shift That Could Break...

Milk Road Macro ·

2026/03/24

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.~~~~~⁠🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 14 days before the offer disappears. ⁠~~~~~⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one

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00:54:51

Jordi Visser: The Biggest Market Shift of Our...

Milk Road Macro ·

2026/03/19

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?~~~~~🧠 See exactly what top investors are trading in real time: try

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00:39:19

A Massive Sell-Off Is Starting… And Most Investors...

Milk Road Macro ·

2026/03/17

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

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00:43:02

Oil Prices Are Rising Fast… Is a Global Recession...

Milk Road Macro ·

2026/03/12

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

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00:35:06

The Global Commodity War Has Started... Gold’s...

Milk Road Macro ·

2026/03/10

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

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00:42:09

“Heads I Win, Tails You Lose”: Why Bitcoin Wins No...

Milk Road Macro ·

2026/03/05

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

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00:40:08

US-Israel Strike on Iran: What It Means for Global...

Milk Road Macro ·

2026/03/03

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

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00:39:28

The Commodity Supercycle Is Back: The Macro Shift...

Milk Road Macro ·

2026/02/26

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

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00:41:52

The Triple Bubble About to Burst: Are We Sitting on a...

Milk Road Macro ·

2026/02/24

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

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00:40:29

The 10 Macro Signals That Still Support a Bull Market...

Milk Road Macro ·

2026/02/19

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,

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00:47:03

Stage 4 Market Decline: The Phase Where Markets Fall...

Milk Road Macro ·

2026/02/17

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

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00:35:44

Geopolitics Is Now the Macro Driver: Iran, China &...

Milk Road Macro ·

2026/02/12

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

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78 results

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