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 Sep 202543min
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 Sep 202541min
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 Sep 202548min
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 Sep 202542min
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 Aug 202549min
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 Aug 202544min
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 Aug 202550min
K-Shaped Economic Crisis: Why the Economy’s Split Between Boom and Doom w/ Craig Shapiro
In this episode, we bring on veteran macro strategist Craig Shapiro to unpack the K-shaped economy, where the rich get richer, and everyone else gets wrecked. From the Fed’s quiet surrender to inflati...
19 Aug 202542min
