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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Jaksot(96)

Market Chaos Now, But a Massive Bullish Decade Ahead w/ Mary Ann Bartels

Market Chaos Now, But a Massive Bullish Decade Ahead w/ Mary Ann Bartels

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 M...

14 Loka 202542min

Business Cycle Masterclass: Why The Market Is Exploding While The Economy Crashes w/ Henrik Zeberg

Business Cycle Masterclass: Why The Market Is Exploding While The Economy Crashes w/ Henrik Zeberg

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 partyi...

9 Loka 202544min

Why This Could Be the Biggest Bull Run Since the 1950s w/ Mel Mattison

Why This Could Be the Biggest Bull Run Since the 1950s w/ Mel Mattison

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 t...

7 Loka 202547min

How Money Supply & Dollar Flight Are Fueling a Bull Market w/ Steve Hanke

How Money Supply & Dollar Flight Are Fueling a Bull Market w/ Steve Hanke

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, ...

2 Loka 202543min

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

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

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 a...

30 Syys 202559min

The AI x Crypto Collision Course: How This Market Intersection is About To Explode w/ Kyle Reidhead

The AI x Crypto Collision Course: How This Market Intersection is About To Explode w/ Kyle Reidhead

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 cros...

25 Syys 202548min

Why The Housing Market Is Headed For Another Crisis w/ Melody Wright

Why The Housing Market Is Headed For Another Crisis w/ Melody Wright

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...

23 Syys 202544min

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

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

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 t...

18 Syys 202553min

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