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 ...
26 Helmi 39min
The Triple Bubble About to Burst: Are We Sitting on a Financial “Time Bomb”? w/ Michael Pento
In this episode of Milk Road Macro, we sit down with veteran macro strategist Michael Pento to unpack his warning about a historic “triple bubble” across equities, real estate, and debt markets, and w...
24 Helmi 41min
The 10 Macro Signals That Still Support a Bull Market w/ Ryan Detrick
In this episode of Milk Road Macro, Chief Market Strategist Ryan Detrick explains why the bull market may still be intact despite weakness in tech and risk assets. He breaks down key macro signals, in...
19 Helmi 40min
Stage 4 Market Decline: The Phase Where Markets Fall 7x Faster w/ Chris Vermeulen
In this episode of Milk Road Macro, technical analyst Chris Vermeulen lays out the case that markets may be transitioning from late-cycle distribution into a potential financial reset. While the S&P 5...
17 Helmi 47min
Geopolitics Is Now the Macro Driver: Iran, China & the Trades That Matter in 2026 w/ Matt Gertken
In this episode of Milk Road Macro, we break down why geopolitics, not inflation, not the Fed, not earnings, is becoming the dominant force driving global markets in 2026. Matt Gertken (Chief Geopolit...
12 Helmi 35min
Is This the Start of a New Commodity Supercycle? w/ Clem Chambers
Are we witnessing the beginning of a new commodity supercycle? In today’s episode of Milk Road Macro, Clem Chambers breaks down why gold, silver, platinum, palladium, and copper are moving, and what i...
10 Helmi 42min
The Government Is Engineering a Business Cycle Surge Into 2026 w/ Andreas Steno Larsen
In this episode of Milk Road Macro, Andreas Steno Larsen, explains why the macro playbook that worked for the last 15 years is broken, and why markets haven’t fully priced in the new regime we’re ente...
5 Helmi 50min
The Market Is Risk-On… But Growth Isn’t (Yet) w/ Market Radar
Gold and silver just experienced trillion-dollar swings. The ISM printed its biggest upside surprise in years. Stocks are grinding higher. And yet… the one signal that normally powers real bull market...
3 Helmi 43min
