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)

2026 Macro Outlook: The Market Is Sending a Warning After a 3-Year Rally w/ Mark Newton

2026 Macro Outlook: The Market Is Sending a Warning After a 3-Year Rally w/ Mark Newton

In this episode of Milk Road Macro, Fundstrat’s head of technical strategy Mark Newton reveals why 2026 is set to be a "choppy" year of consolidation rather than collapse—and identifies the exact mont...

1 Jan 42min

Why 2026 Will Be a Volatile, Politically Driven Market w/ Mel Mattison

Why 2026 Will Be a Volatile, Politically Driven Market w/ Mel Mattison

In this episode of Milk Road Macro, fintech executive and investor Mel Mattison exposes the hidden plumbing of the financial system - from "shadow" QE to the collateral crisis lurking behind tokenizat...

30 Des 202538min

2026 Liquidity Outlook: Is the Global Liquidity Cycle Past Its Peak? w/ Michael Howell

2026 Liquidity Outlook: Is the Global Liquidity Cycle Past Its Peak? w/ Michael Howell

In this episode of Milk Road Macro, the godfather of global liquidity breaks down what’s actually driving markets beneath the surface, and why 2026 could look very different from what most investors e...

25 Des 202552min

The Fed Has Lost Control of the System, And Nobody Knows How It Ends w/ Chris Irons

The Fed Has Lost Control of the System, And Nobody Knows How It Ends w/ Chris Irons

In this episode of Milk Road Macro, Chris Irons (aka Quoth the Raven) delivers an unfiltered breakdown of why today’s market is unlike anything we’ve seen before. Record valuations. Exploding debt. Th...

23 Des 202535min

Why Silver Is Exploding as the Global Debt System Breaks w/ Francis Hunt

Why Silver Is Exploding as the Global Debt System Breaks w/ Francis Hunt

In this episode of Milk Road Macro, veteran trader and macro analyst Francis Hunt (The Market Sniper) lays out why we’ve entered a new financial regime where sovereign debt is no longer a safe asset, ...

18 Des 202544min

Is This Macro Environment Breaking Crypto or Forcing It to Grow Up? w/ Bart Smith

Is This Macro Environment Breaking Crypto or Forcing It to Grow Up? w/ Bart Smith

In this episode of Milk Road Macro, we’re joined by Bart Smith, former head of digital asset strategy at Susquehanna and current CEO of Avalanche Treasury Company, to unpack why crypto’s struggles may...

16 Des 202539min

The Fed Just Flipped the Script: What the Rate Cut Reveals About the 2026 Market Playbook w/ Kevin Muir

The Fed Just Flipped the Script: What the Rate Cut Reveals About the 2026 Market Playbook w/ Kevin Muir

Today’s guest, Kevin Muir, The Macro Tourist, breaks down why this move represents a complete script-flip from the Fed, why Powell’s guidance may no longer matter, and why investors are missing the mo...

11 Des 202546min

Grant Williams: The Global Monetary Order Is Breaking Down

Grant Williams: The Global Monetary Order Is Breaking Down

The global monetary system is shaking… and one of the sharpest macro minds alive says the cracks are no longer theoretical. In today’s episode, legendary macro commentator Grant Williams joins us to e...

9 Des 202531min

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