Podcast · Business

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/ma

New episodes: Weekly
Typical length: 43 min
Latest: 3 Jul 2026
Language: English

Latest episode

3 Jul 2026 · 2 min

This Is the Last Video on This Channel

🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs. Want to see what we’re buying next? Join Milk Road PRO for just $1: https://milkroad.com/pro/?utm_medium=social&utm_source=youtube_crypto&utm_campaign=john ~~~~~ After an incredible year of interviews, market analysis, and macro investing insights, it’s time for the next chapter. We’re expanding our macro coverage across the entire Milk Road network, which means new episodes will no longer be published on the Milk Road Macro channel. ~~~~~ 📈 Looking for macro analysis focused on crypto and…

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Earlier episodes 29 most recent

18 Jun 2026 · 46 min
The Rotation Is Coming… Here’s Where The Money Goes Next w/ Mel Mattison
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠⁠⁠⁠⁠ ~~~~~~ In this episode of Milk Road Macro, Mel Mattison joins us to break down the biggest macro trends shaping markets right now. We dive into the Fed’s latest decision under new Chair Kevin Warsh, why Mel believes rate cuts are more likely than most investors expect, and how falling oil prices could create a surprisingly bullish setup for risk assets. We also discuss why gold, silver, miners, and emerging markets may be the biggest opportunities heading into the second…
16 Jun 2026 · 45 min
The Secret To Finding Opportunities In A Crowded Market w/ Jonathan Wellum
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠⁠⁠⁠ ~~~~~~ Everyone is chasing the same trades: AI stocks, SpaceX, and the biggest IPOs in history. But what if the best opportunities are hiding where nobody is looking? Jonathan Wellum (founder and CEO of Rocklinc Investment Partners) joined us to explain why disciplined investors should focus on overlooked sectors, ignored businesses, and long-term fundamentals instead of following the crowd. The most crowded trades have the most people to disappoint. The best returns usually…
11 Jun 2026 · 49 min
The Last Great Rally Before The Crash w/ Henrik Zeberg
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠⁠⁠ ~~~~~~ Markets are hitting new highs. AI stocks are soaring. SpaceX, OpenAI, and Anthropic are gearing up for massive IPOs. But according to macroeconomist Henrik Zeberg, the real story is what happens next. Henrik believes we're in the final stage of the biggest financial bubble in history. And here's the twist: the most explosive rally might still be ahead of us. Before a major bear market begins. One last rip. Then the rug. That's the thesis. And he makes it hard to…
9 Jun 2026 · 48 min
The Housing Crisis Already Started. The Data Just Hasn’t Caught Up w/ Melody Wright
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠⁠ ~~~~~~ Is the U.S. housing market much weaker than the official data suggests? Melody Wright joined Milk Road Macro after driving 3,000+ miles across 13 states to find out what's actually happening on the ground. Her conclusion: the housing crisis has already begun. Most investors just can't see it yet. She argues housing inventory is being undercounted, foreclosure risks are rising, and the data everyone relies on is missing the real story. The spreadsheet says one thing. The…
4 Jun 2026 · 48 min
Markets Are At All-Time Highs… But Liquidity Says Trouble Ahead
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠ ~~~~~~ Michael Howell (Founder & CEO of CrossBorder Capital) joined Milk Road Macro to break down why global liquidity is slowing, why the Fed has quietly injected hundreds of billions into the financial system, and why Treasury market stress could become the most important story investors aren't paying attention to right now. The Fed isn't making announcements. There's no press conference. No "QE is back" headline. Just quiet injections. In the background. While everyone…
2 Jun 2026 · 45 min
“This Is How Every Crisis Starts” w/ Jim Bianco
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠ ~~~~~~ Markets are hitting new all-time highs. AI stocks are leading the rally. Investors are still betting on lower rates. So... what could possibly go wrong? Jim Bianco of Bianco Research joined Milk Road Macro to explain why he thinks the market might be massively underestimating one of the biggest risks in the global economy right now: energy. Jim breaks down why the Strait of Hormuz matters way more than most investors realize, how global oil inventories are getting quietly…
28 May 2026 · 43 min
Stocks Keep Hitting New Highs… Even As Macro Gets Worse
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠ ~~~~~~ In today's episode, we break down why oil prices are falling despite the closure of the Strait of Hormuz, how the bond market is reacting to a new Federal Reserve chairman, and why tech and semiconductor stocks are pushing to unstoppable all-time highs. Tony Greer explains why he is pivoting away from the natural resources and inflation scare, why the "Sideshow" in tech doesn't care about old-school market rules, and how Nvidia continues to carry the weight of a historic…
26 May 2026 · 41 min
The Two Biggest Macro Forces Driving Markets Over The Next Decade w/ Michael Nicoletos
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ~~~~~~ In today's episode, we break down why the intersection of global geopolitics and artificial intelligence is creating a massive macro realignment, how supply-side inflation is forcing central banks into structural policy mistakes, and why the global "AI race" is fundamentally tied to energy dominance.Michael Nicoletos, founder and CEO of Defy Advisors, explains why a temporary truce in the Strait of Hormuz won't stop the U.S. from leveraging control over global energy…
21 May 2026 · 45 min
Why 2026 Could End In A Massive Blow-Off Top w/ Andreas Steno Larsen
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠ ~~~~~ Andreas Steno Larsen joined us on Milk Road Macro to break down why the bond market might have entered a structural bear market. Yet at the same time, liquidity is still flooding into risk assets. And AI stocks and semiconductors keep ripping higher despite rising yields, inflation fears, and geopolitical chaos. How does that math work? That's what we get into. And the answer changes how you should think about pretty much every asset class right now. Two opposite things can…
19 May 2026 · 44 min
Why Geopolitical Chaos Is Bullish For the US w/ Eric Wallerstein
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠ ~~~~~ We sat down with macro strategist Eric Wallerstein on Milk Road Macro to break down why geopolitical chaos might actually be fueling the next leg higher for U.S. markets. Counterintuitive? Yes. But hear him out. Most investors are obsessing over recession fears, inflation, and Fed policy. Eric thinks the real story is way bigger. The world is fragmenting. Europe is weakening. China is playing defense. And America just keeps quietly consolidating economic power. When the…
14 May 2026 · 50 min
Matthew Piepenburg: “This Is The End Of Dollar Hegemony”
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ~~~~~ Is the world entering the final stages of U.S. dollar dominance? Matthew Piepenburg joined Milk Road Macro for a deep dive into the global monetary system, the future of the U.S. dollar, rising geopolitical tensions, and why he thinks gold is signaling a major shift in the world economy. We get into the growing de-dollarization trend, the strategic importance of the petrodollar system, and why the Strait of Hormuz has quietly become one of the most important macro flashpoints…
12 May 2026 · 41 min
Bitcoin Is Inevitable… And Wall Street Is All-In w/ Ric Edelman
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Legendary financial advisor and bestselling author Ric Edelman joined Milk Road Macro to explain why Bitcoin adoption is becoming inevitable. And why Wall Street is finally going all-in on crypto. We break down the massive shift happening across institutional finance. Banks. Wealth managers. Pension funds. Major financial advisors. They're all starting to integrate Bitcoin and digital assets into traditional portfolios. Ric explains why the Clarity Act could be a historic…
7 May 2026 · 41 min
“There Is NO Evidence To Be Bearish Right Now” - Mark Newton
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠⁠⁠⁠⁠ ~~~~~ Markets just pulled off one of the sharpest bullish reversals in history. And according to Fundstrat's Mark Newton, there's STILL no reason to be bearish right now. We sat down with Mark Newton (Managing Director and Head of Technical Strategy at Fundstrat Global Advisors) on Milk Road Macro to figure out what's actually going on. Why do stocks keep ripping higher despite war headlines, inflation fears, rising yields, and extreme investor skepticism? Spoiler: the charts don't…
5 May 2026 · 43 min
Energy Is About to Become the Most Valuable Asset on Earth w/ Clem Chambers
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠⁠⁠⁠ ~~~~~ In today’s episode, we sat down with market veteran Clem Chambers on Milk Road Macro to break down the massive structural shifts happening in the global economy right now. Energy. AI. Geopolitics. They're about to reshape... pretty much everything. We dig into the renewed Iran conflict, oil supply risks, and how a single bottleneck in the global energy system could trigger inflation, supply shocks, and serious market volatility. Clem explains why "the market already knows what's…
30 Apr 2026 · 39 min
Lance Roberts: The Bulls Are Back… But This Setup Looks Dangerous
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠⁠⁠ ~~~~~ Lance Roberts came on the show with a take that's gonna make some people uncomfortable. The return of bullish sentiment? Might actually be a warning sign. Not a green light. There's a potential leadership shift coming at the Fed. Oil prices are spiking on geopolitical tensions. Stocks are camped out near all-time highs. The macro setup is getting really fragile. Even if the headlines look great. When everyone's bullish at the same time... that's usually when you should start paying…
28 Apr 2026 · 43 min
The Biggest Commodity Bull Market of the Decade Is Just Starting w/ Tavi Costa
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠⁠ ~~~~~ Tavi Costa, founder of Azuria Capital, breaks down why the current energy crisis in the Middle East and the closure of the Strait of Hormuz are just the beginning of a massive structural shift in global markets. Tavi explains why he believes the U.S. debt trajectory will force aggressive rate cuts and a weakening dollar, creating a "perfect storm" for tangible assets like gold, silver, and copper. We dive deep into his conviction on Latin America as a primary beneficiary of…
23 Apr 2026 · 45 min
70 Years of Market Data Says the Strongest Bullish Signal Since 2025 Just Triggered w/ Milton Berg
🧠 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 actually telling investors right now? We dig into market breadth, inflation risks, Fed policy, labor…
21 Apr 2026 · 38 min
New All-Time Highs Everywhere… Is This Bull Run Just Getting Started?
🧠 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 actually telling investors right now? We dig into market breadth, inflation risks, Fed policy, labor…
16 Apr 2026 · 39 min
The Old Market Regime Is Dead: Why Portfolios Are Misaligned in 2026 w/ Bob Elliott
🧠 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…
14 Apr 2026 · 39 min
The Commodity Crisis Playbook: Position Before It’s Too Late (From A 20-Year Veteran) w/ Ole Hansen
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. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving,…
9 Apr 2026 · 44 min
This 50-Year Pattern Just Broke: Is Silver About to Go Parabolic? w/ Michael Oliver
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 crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠ ⁠🧾 Turn your crypto tax nightmare into an IRS-ready…
7 Apr 2026 · 41 min
Gold Price Prediction: Why the Bull Run Isn't Over w/ Jeffrey Christian
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. ~~~~~ ⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn,…
2 Apr 2026 · 35 min
The Gold Crash That Could Trigger a Bigger Rally w/ Jeff Clark
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. ~~~~~ ⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade…
31 Mar 2026 · 53 min
The Biggest Economic Crisis in History May Have Already Started (Oil Shock Explained) w/ Rory Johnston
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…
26 Mar 2026 · 49 min
The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller
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…
24 Mar 2026 · 39 min
The $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick
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 secure platform.⁠⁠ ~~~~~ 🔧 Tools & Channels ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🥛 ⁠Free Milk Road…
19 Mar 2026 · 55 min
Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting
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 Milk Road Pro for just $1 for 14 days before the offer disappears. ~~~~~ ⁠⚡Wealth is…
17 Mar 2026 · 39 min
A Massive Sell-Off Is Starting… And Most Investors Don’t See It w/ Steven Van Metre
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.…
12 Mar 2026 · 43 min
Oil Prices Are Rising Fast… Is a Global Recession Next? w/ Peter St Onge
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?…

About Milk Road Macro

Milk Road Macro is a English business podcast from Milk Road. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Milk Road
Language: English
Category: Business
New episodes: Weekly
Typical length: 43 min
Latest episode: 3 Jul 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1828927405
Rights: Milk Road

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