Milk Road Macro

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. ~~~~~ 📊...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 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...

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...