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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Avsnitt(96)

How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright

How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright

In this episode of Milk Road Macro, housing market analyst Melody Wright breaks down why today’s housing crisis isn’t about interest rates or supply shortages… but about grift, policy distortion, and ...

6 Jan 47min

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 Dec 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 Dec 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 Dec 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 Dec 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 Dec 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 Dec 202546min

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