Milk Road Macro

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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Episoder(95)

The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller

The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller

In this episode, FreightWaves CEO Craig Fuller breaks down why trucking and freight data may be the most important real-time indicator in macro right now, and why it’s flashing bullish. Despite rising...

26 Mar 48min

The $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick

The $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick

In this episode of Milk Road Macro, Geoffrey Kendrick (Head of Digital Assets Research at Standard Chartered) breaks down why stablecoins could trigger a $1 trillion capital shift, reshape the global ...

24 Mar 38min

Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting

Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting

In this episode of Milk Road Macro, macro expert Jordi Visser breaks down why we’re entering one of the most important economic transitions in decades, driven by AI, rising commodity demand, and growi...

19 Mar 54min

A Massive Sell-Off Is Starting… And Most Investors Don’t See It w/ Steven Van Metre

A Massive Sell-Off Is Starting… And Most Investors Don’t See It w/ Steven Van Metre

In today’s episode of Milk Road Macro, we sit down with macro strategist Steve Van Metre to break down what’s really happening beneath the surface of the market… and why this could be the early stages...

17 Mar 39min

Oil Prices Are Rising Fast… Is a Global Recession Next? w/ Peter St Onge

Oil Prices Are Rising Fast… Is a Global Recession Next? w/ Peter St Onge

In today’s episode, we sit down with economist Peter St Onge to break down what rising oil prices mean for inflation, the labor market, and the broader macro economy. Historically, major recessions ha...

12 Mar 43min

The Global Commodity War Has Started... Gold’s Biggest Bull Market in 50 Years w/ Nicky Shiels

The Global Commodity War Has Started... Gold’s Biggest Bull Market in 50 Years w/ Nicky Shiels

Oil just spiked above $100. Gold is pushing toward new all-time highs. And geopolitical tensions are reshaping global markets. In this episode of Milk Road Macro, we sit down with Nicky Shiels, Head o...

10 Mar 35min

“Heads I Win, Tails You Lose”: Why Bitcoin Wins No Matter What Happens Next w/ David Brickell

“Heads I Win, Tails You Lose”: Why Bitcoin Wins No Matter What Happens Next w/ David Brickell

In this episode of Milk Road Macro, we break down how wars, government debt, and central bank policy shape global markets, and why Bitcoin may be positioned to benefit regardless of how the macro envi...

5 Mar 42min

US-Israel Strike on Iran: What It Means for Global Markets & Oil Prices w/ Keith McCullough

US-Israel Strike on Iran: What It Means for Global Markets & Oil Prices w/ Keith McCullough

In this episode of Milk Road Macro, we break down what the Iran conflict means for oil markets, inflation, Federal Reserve policy, bond yields, and risk assets. While headlines focus on war, the real ...

3 Mar 40min

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