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)

How The Fed's Mistakes Push Markets Higher w/ Chris Whalen

How The Fed's Mistakes Push Markets Higher w/ Chris Whalen

In this episode, macro analyst Chris Whalen joins Milk Road Macro to expose the uncomfortable truth behind the U.S. financial system: inflation is no accident, it’s the plan. We dig into how the Fed b...

16 Syys 202549min

The Most Important Thing In Macro: How Investors Can Dominate in Q4 w/ Caleb Franzen

The Most Important Thing In Macro: How Investors Can Dominate in Q4 w/ Caleb Franzen

In this episode of Milk Road Macro, we’re joined by macro wizard and chart-whisperer Caleb Franzen to break down why these rate cuts are different, how to read real-time inflation, and why technicals ...

11 Syys 202543min

How Inflation and Unemployment Are Cornering the Fed w/ Samim Ghamami

How Inflation and Unemployment Are Cornering the Fed w/ Samim Ghamami

The Fed is stuck. Inflation won’t die. The labor market is cracking. And Congress? Still on a spending spree. In today’s episode of Milk Road Macro, economist Samim Ghamami (ex-SEC, ex-Fed, ex-Goldman...

9 Syys 202541min

Why Government Debt Is Breaking the Global Economy w/ Quinn Thompson

Why Government Debt Is Breaking the Global Economy w/ Quinn Thompson

In this episode, we sit down with Quinn Thompson (founder of Lekker Capital and macro strategist) to unpack why global bond yields are exploding, how the Fed is trapped between inflation and recession...

4 Syys 202548min

How Prediction Markets Could Forever Change The Macro Landscape w/ Robin Hanson

How Prediction Markets Could Forever Change The Macro Landscape w/ Robin Hanson

In this episode, we sit down with economist and prediction market pioneer Robin Hanson to explore how betting markets could completely transform decision-making, from government data to crypto governa...

2 Syys 202542min

Macro's Biggest Force: How Changing Liquidity Cycles Drive Bitcoin & The Market w/ Scott Melker

Macro's Biggest Force: How Changing Liquidity Cycles Drive Bitcoin & The Market w/ Scott Melker

In this episode, we sit down with Scott Melker to unpack the most important force in global markets right now: liquidity cycles. From the Fed’s next move to Trump’s quiet takeover of U.S. monetary pol...

28 Elo 202549min

Why Wall Street is About to Rush Into Crypto w/ Christopher Kuiper

Why Wall Street is About to Rush Into Crypto w/ Christopher Kuiper

In this episode of Milk Road Macro, Fidelity Digital Asset's VP of Research, Chris Kuiper, reveals why the real institutional crypto wave hasn’t even started yet, and what’s building behind the scenes...

26 Elo 202544min

Macro Breakdown: Inflation, Jobs, Rate Cuts & Fed Meeting w/ Kyle Reidhead

Macro Breakdown: Inflation, Jobs, Rate Cuts & Fed Meeting w/ Kyle Reidhead

The macro landscape is on fire, inflation’s back, unemployment is creeping up, and nobody can agree if we’re in inning 3 or staring down the top. In this episode, Kyle Reidhead joins us to break down ...

21 Elo 202550min

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