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)

Credit, Housing, and Stocks: How The Fed Has Created The Biggest Bubble of All Time w/ Michael Pento

Credit, Housing, and Stocks: How The Fed Has Created The Biggest Bubble of All Time w/ Michael Pento

In this episode, macro veteran Michael Pento joins us for a no-BS breakdown of the ticking time bomb hiding in plain sight. He called the housing bubble in 2005. Now, he’s sounding the alarm again, ex...

6 Nov 202540min

Bear Trap, Bull Run, or Blow Off Top? Where Is The Market Going Next w/ Yann Allemann

Bear Trap, Bull Run, or Blow Off Top? Where Is The Market Going Next w/ Yann Allemann

In this episode, Swissblock and Glassnode co-founder Yann Allemann joins us to break down the most important (and misunderstood) force in markets right now: liquidity. The Fed is cutting rates. QT is ...

4 Nov 202545min

Why The Fed is Pouring Fuel on This Bull Run w/ Bill Fleckenstein

Why The Fed is Pouring Fuel on This Bull Run w/ Bill Fleckenstein

The Fed just cut rates to 4% and ended quantitative tightening, but according to legendary hedge fund manager Bill Fleckenstein, none of that actually matters. In this episode, Bill breaks down why th...

30 Okt 202543min

How Stablecoins Are Taking Over The Dollar, Business, & The Federal Reserve w/ Santiago Santos

How Stablecoins Are Taking Over The Dollar, Business, & The Federal Reserve w/ Santiago Santos

In today’s episode of Milk Road Macro, Santiago Santos breaks down the seismic shift happening beneath the surface of global finance. From the Fed’s surprising embrace of stablecoin infrastructure to ...

28 Okt 202546min

Debasement, Inflation, and Investing in the Era of Fiscal Dominance w/ Vincent Deluard

Debasement, Inflation, and Investing in the Era of Fiscal Dominance w/ Vincent Deluard

The Fed says inflation is under control. Vincent Deluard says: not even close. In this episode, we dig into why inflation is here to stay, why the Fed has become a political tool, and how the era of f...

23 Okt 202547min

Ignore the Headlines. The Charts Are Screaming Bull Market w/ Caleb Franzen

Ignore the Headlines. The Charts Are Screaming Bull Market w/ Caleb Franzen

In this episode, chart master Caleb Franzen returns to break down why the recent volatility in Bitcoin, stocks, and gold isn’t a sign of a bear market, but actually one of the most compelling buying o...

21 Okt 202538min

Retail vs Wall Street: Why The Odds Are Stacked Against You w/ Benn Eifert

Retail vs Wall Street: Why The Odds Are Stacked Against You w/ Benn Eifert

In this episode of Milk Road Macro, we sit down with Benn Eifert, fund manager and derivatives expert, to uncover the truth behind retail trading, leverage blowups, perpetual futures, and the myth of ...

16 Okt 202539min

Market Chaos Now, But a Massive Bullish Decade Ahead w/ Mary Ann Bartels

Market Chaos Now, But a Massive Bullish Decade Ahead w/ Mary Ann Bartels

In this episode, legendary Wall Street strategist Mary Ann Bartels joins us to unpack one of the wildest macro setups in years. From Trump reigniting trade wars, to government shutdown theatrics, to M...

14 Okt 202542min

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