The Commodity Supercycle Is Back: The Macro Shift That Could Reshape Markets

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

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(95)

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...

18 Kesä 45min

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...

16 Kesä 45min

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 Ant...

11 Kesä 49min

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...

9 Kesä 47min

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...

4 Kesä 47min

“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. Investo...

2 Kesä 44min

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 ...

28 Touko 42min

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 a...

26 Touko 41min