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 of the Strait of Hormuz, how the bond market is reacting to a new Federal Reserve chairman, and why tech and semiconductor stocks are pushing to unstoppable all-time highs.

Tony Greer explains why he is pivoting away from the natural resources and inflation scare, why the "Sideshow" in tech doesn't care about old-school market rules, and how Nvidia continues to carry the weight of a historic equities rally. We dive deep into how a historic $4 trillion wave of upcoming tech IPOs could vacuum all the liquidity out of the room, and how the Trump administration is weaponizing domestic semiconductor investments like Intel as a matter of absolute national security.

~~~~~~

⁠⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ⁠

⁠📱 Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.⁠

⁠🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10.⁠

~~~~~~

⁠🍺 Your Edge in Macro Investing (Newsletter). ⁠

~~~~~~

👉 Follow Milk Road Macro on Social Media:

👉 ⁠Milk Road X ⁠

👉 YouTube

👉 ⁠Spotify ⁠

👉 ⁠Apple Podcast⁠

~~~~~

🎙 GUEST INFO 🎙

Tony Greer: https://x.com/TgMacro

Substack: https://tgmacro.substack.com/

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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 44min

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 Mai 41min