Milk Road Macro
Episodes
“There Is NO Evidence To Be Bearish Right Now” - Mark Newton
07 May 2026
Contributed by Lukas
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ~~~~~Markets just pulled off...
Energy Is About to Become the Most Valuable Asset on Earth w/ Clem Chambers
05 May 2026
Contributed by Lukas
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ~~~~~In today’s episode, we s...
Lance Roberts: The Bulls Are Back… But This Setup Looks Dangerous
30 Apr 2026
Contributed by Lukas
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ~~~~~Lance Roberts came on the sho...
The Biggest Commodity Bull Market of the Decade Is Just Starting w/ Tavi Costa
28 Apr 2026
Contributed by Lukas
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ~~~~~Tavi Costa, founder of Azuria Ca...
70 Years of Market Data Says the Strongest Bullish Signal Since 2025 Just Triggered w/ Milton Berg
23 Apr 2026
Contributed by Lukas
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ~~~~~Markets are ripping to fresh all-ti...
New All-Time Highs Everywhere… Is This Bull Run Just Getting Started?
21 Apr 2026
Contributed by Lukas
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ~~~~~Markets are ripping to fresh all-time ...
The Old Market Regime Is Dead: Why Portfolios Are Misaligned in 2026 w/ Bob Elliott
16 Apr 2026
Contributed by Lukas
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ~~~~~The S&P 500 is ripping. Oil is all ov...
The Commodity Crisis Playbook: Position Before It’s Too Late (From A 20-Year Veteran) w/ Ole Hansen
14 Apr 2026
Contributed by Lukas
In today’s episode, we sit down with Ole Hansen, Head of Commodity Strategy at Saxo Bank, to break down what’s really happening behind the Strait ...
This 50-Year Pattern Just Broke: Is Silver About to Go Parabolic? w/ Michael Oliver
09 Apr 2026
Contributed by Lukas
In today’s episode of Milk Road Macro, veteran market technician Michael Oliver breaks down why a 50-year range in silver may have finally broken, a...
Gold Price Prediction: Why the Bull Run Isn't Over w/ Jeffrey Christian
07 Apr 2026
Contributed by Lukas
In today’s episode of Milk Road Macro, we sit down with Jeffrey Christian (CPM Group), one of the world’s leading experts on gold, silver, and com...
The Gold Crash That Could Trigger a Bigger Rally w/ Jeff Clark
02 Apr 2026
Contributed by Lukas
In this episode of Milk Road Macro, we sit down with precious metals expert Jeff Clark to break down what’s really happening behind the recent gold ...
The Biggest Economic Crisis in History May Have Already Started (Oil Shock Explained) w/ Rory Johnston
31 Mar 2026
Contributed by Lukas
In this episode of Milk Road Macro, the "oil quant" of macro Twitter breaks down the largest supply shock in the history of the oil market a...
The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller
26 Mar 2026
Contributed by Lukas
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 ...
The $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick
24 Mar 2026
Contributed by Lukas
In this episode of Milk Road Macro, Geoffrey Kendrick (Head of Digital Assets Research at Standard Chartered) breaks down why stablecoins could trigge...
Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting
19 Mar 2026
Contributed by Lukas
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 decad...
A Massive Sell-Off Is Starting… And Most Investors Don’t See It w/ Steven Van Metre
17 Mar 2026
Contributed by Lukas
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...
Oil Prices Are Rising Fast… Is a Global Recession Next? w/ Peter St Onge
12 Mar 2026
Contributed by Lukas
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 broa...
The Global Commodity War Has Started... Gold’s Biggest Bull Market in 50 Years w/ Nicky Shiels
10 Mar 2026
Contributed by Lukas
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...
“Heads I Win, Tails You Lose”: Why Bitcoin Wins No Matter What Happens Next w/ David Brickell
05 Mar 2026
Contributed by Lukas
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 posi...
US-Israel Strike on Iran: What It Means for Global Markets & Oil Prices w/ Keith McCullough
03 Mar 2026
Contributed by Lukas
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 ri...
The Commodity Supercycle Is Back: The Macro Shift That Could Reshape Markets
26 Feb 2026
Contributed by Lukas
In this episode of Milk Road Macro, we sit down with veteran commodities trader Sal Gilbertie to break down why real assets are gaining attention in 2...
The Triple Bubble About to Burst: Are We Sitting on a Financial “Time Bomb”? w/ Michael Pento
24 Feb 2026
Contributed by Lukas
In this episode of Milk Road Macro, we sit down with veteran macro strategist Michael Pento to unpack his warning about a historic “triple bubble”...
The Triple Bubble About to Burst: Are We Sitting on a Financial “Time Bomb”? w/ Michael Pento
24 Feb 2026
Contributed by Lukas
In this episode of Milk Road Macro, we sit down with veteran macro strategist Michael Pento to unpack his warning about a historic “triple bubble”...
The 10 Macro Signals That Still Support a Bull Market w/ Ryan Detrick
19 Feb 2026
Contributed by Lukas
In this episode of Milk Road Macro, Chief Market Strategist Ryan Detrick explains why the bull market may still be intact despite weakness in tech and...
Stage 4 Market Decline: The Phase Where Markets Fall 7x Faster w/ Chris Vermeulen
17 Feb 2026
Contributed by Lukas
In this episode of Milk Road Macro, technical analyst Chris Vermeulen lays out the case that markets may be transitioning from late-cycle distribution...
Geopolitics Is Now the Macro Driver: Iran, China & the Trades That Matter in 2026 w/ Matt Gertken
12 Feb 2026
Contributed by Lukas
In this episode of Milk Road Macro, we break down why geopolitics, not inflation, not the Fed, not earnings, is becoming the dominant force driving gl...
Is This the Start of a New Commodity Supercycle? w/ Clem Chambers
10 Feb 2026
Contributed by Lukas
Are we witnessing the beginning of a new commodity supercycle? In today’s episode of Milk Road Macro, Clem Chambers breaks down why gold, silver, pl...
The Government Is Engineering a Business Cycle Surge Into 2026 w/ Andreas Steno Larsen
05 Feb 2026
Contributed by Lukas
In this episode of Milk Road Macro, Andreas Steno Larsen, explains why the macro playbook that worked for the last 15 years is broken, and why markets...
The Market Is Risk-On… But Growth Isn’t (Yet) w/ Market Radar
03 Feb 2026
Contributed by Lukas
Gold and silver just experienced trillion-dollar swings. The ISM printed its biggest upside surprise in years. Stocks are grinding higher. And yet… ...
The Macro Framework for Investing in the Next Decade w/ Mark Yusko
29 Jan 2026
Contributed by Lukas
In this episode of Milk Road Macro, we sit down with Mark Yusko to break down how long-term wealth is created, not through predictions or short-term t...
The Passive Bid Explained: How Markets Move Now w/ Michael Green
27 Jan 2026
Contributed by Lukas
In this episode of Milk Road Macro, Michael Green breaks down the passive bid, the force reshaping modern markets, and explains why price discovery do...
“You Will Own Nothing” Wasn’t a Warning… It Was the Plan w/ Carol Roth
22 Jan 2026
Contributed by Lukas
In this episode of Milk Road Macro, we sit down with Carol Roth to break down the uncomfortable reality behind today’s global economic system and wh...
Your Macro Framework Is Missing the Strongest Signal in the Market w/ Caleb Franzen
20 Jan 2026
Contributed by Lukas
In this episode of Milk Road Macro, market strategist Caleb Franzen breaks down why investors feel more confused than ever, even as markets continue t...
2026 Will Be a Roller Coaster Market (Here’s How to Survive It) w/ Michael Lebowitz
15 Jan 2026
Contributed by Lukas
In this episode of Milk Road Macro, portfolio manager Michael Lebowitz breaks down why passive investing may fail, why volatility is returning, and ho...
Trump vs Powell: The Battle That Could Break the Fed w/ James Lavish
13 Jan 2026
Contributed by Lukas
In this episode of Milk Road Macro, James Lavish joins us to break down the escalating conflict between President Trump and Federal Reserve Chair Jero...
Jim Bianco Explains Why 2026 Marks the End of the Old Economic Playbook
08 Jan 2026
Contributed by Lukas
In this episode of Milk Road Macro, legendary macro analyst Jim Bianco breaks down why 2026 is shaping up to be a regime change, not just another turn...
How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright
06 Jan 2026
Contributed by Lukas
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 supp...
2026 Macro Outlook: The Market Is Sending a Warning After a 3-Year Rally w/ Mark Newton
01 Jan 2026
Contributed by Lukas
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 co...
Why 2026 Will Be a Volatile, Politically Driven Market w/ Mel Mattison
30 Dec 2025
Contributed by Lukas
In this episode of Milk Road Macro, fintech executive and investor Mel Mattison exposes the hidden plumbing of the financial system - from "shado...
2026 Liquidity Outlook: Is the Global Liquidity Cycle Past Its Peak? w/ Michael Howell
25 Dec 2025
Contributed by Lukas
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 ...
The Fed Has Lost Control of the System, And Nobody Knows How It Ends w/ Chris Irons
23 Dec 2025
Contributed by Lukas
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’...
Why Silver Is Exploding as the Global Debt System Breaks w/ Francis Hunt
18 Dec 2025
Contributed by Lukas
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 reg...
Is This Macro Environment Breaking Crypto or Forcing It to Grow Up? w/ Bart Smith
16 Dec 2025
Contributed by Lukas
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 Tr...
The Fed Just Flipped the Script: What the Rate Cut Reveals About the 2026 Market Playbook w/ Kevin Muir
11 Dec 2025
Contributed by Lukas
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 ...
Grant Williams: The Global Monetary Order Is Breaking Down
09 Dec 2025
Contributed by Lukas
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, le...
Capitalism Is Dead: EB Tucker Explains the New "Managed Economy" Taking Over Markets
04 Dec 2025
Contributed by Lukas
What if the economy you think you’re living in… doesn’t exist anymore?In today’s episode, EB Tucker drops one of the most non-consensus macro ...
The Dollar System Is Breaking & Gold Is Becoming Money Again w/ Andy Schectman
02 Dec 2025
Contributed by Lukas
In today’s episode, we get into the story behind gold’s surge, why nations are standing for physical delivery like never before, and how BRICS are...
The AI Acceleration Era: The Economic Shift That Will Define the Next Decade w/ Tad Smith
27 Nov 2025
Contributed by Lukas
In today’s episode, former Sotheby’s CEO, NYU professor, Tad Smith breaks down the macro transformation happening beneath the headlines: soaring p...
Dan Tapiero's Macro Outlook: Why Markets Will Rip Into 2026
25 Nov 2025
Contributed by Lukas
In this episode, Dan explains why this brutal Bitcoin pullback isn’t the start of a bear market… but the mid-cycle cleanup before an explosive run...
Harry Dent: Demographics Run the Economy & They’re Pointing to a Massive Crash
20 Nov 2025
Contributed by Lukas
In today’s episode, legendary forecaster Harry Dent breaks down why demographics, not politicians, not central banks, drive every boom and bust. And...
The Dollar Milkshake Theory & The Investment of The Century w/ Brent Johnson
18 Nov 2025
Contributed by Lukas
In today’s episode, Brent Johnson drops one of the most ambitious macro frameworks we’ve ever covered and explains why it may be pointing to the i...
Is the Fed Losing Control? Why a Leadership Change Could Reshape Markets w/ Barry Knapp
13 Nov 2025
Contributed by Lukas
The Powell era may be coming to an end, and what comes next could flip markets upside down. In this episode, macro veteran Barry Knapp breaks down why...
China Trade War: Trump’s Deal Changes Everything (or Nothing?) w/ Brad Setser
11 Nov 2025
Contributed by Lukas
What really happened in Trump’s latest “deal” with China? In this episode, global trade expert Brad Setser breaks down the high-stakes handshake...
Credit, Housing, and Stocks: How The Fed Has Created The Biggest Bubble of All Time w/ Michael Pento
06 Nov 2025
Contributed by Lukas
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 bubb...
Bear Trap, Bull Run, or Blow Off Top? Where Is The Market Going Next w/ Yann Allemann
04 Nov 2025
Contributed by Lukas
In this episode, Swissblock and Glassnode co-founder Yann Allemann joins us to break down the most important (and misunderstood) force in markets righ...
Why The Fed is Pouring Fuel on This Bull Run w/ Bill Fleckenstein
30 Oct 2025
Contributed by Lukas
The Fed just cut rates to 4% and ended quantitative tightening, but according to legendary hedge fund manager Bill Fleckenstein, none of that actually...
How Stablecoins Are Taking Over The Dollar, Business, & The Federal Reserve w/ Santiago Santos
28 Oct 2025
Contributed by Lukas
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’...
Debasement, Inflation, and Investing in the Era of Fiscal Dominance w/ Vincent Deluard
23 Oct 2025
Contributed by Lukas
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...
Ignore the Headlines. The Charts Are Screaming Bull Market w/ Caleb Franzen
21 Oct 2025
Contributed by Lukas
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 mark...
Retail vs Wall Street: Why The Odds Are Stacked Against You w/ Benn Eifert
16 Oct 2025
Contributed by Lukas
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, lev...
Market Chaos Now, But a Massive Bullish Decade Ahead w/ Mary Ann Bartels
14 Oct 2025
Contributed by Lukas
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 ...
Business Cycle Masterclass: Why The Market Is Exploding While The Economy Crashes w/ Henrik Zeberg
09 Oct 2025
Contributed by Lukas
In this episode, macro strategist Henrik Zeberg joins us to break down one of the most paradoxical moments in market history: A euphoric bull run on t...
Why This Could Be the Biggest Bull Run Since the 1950s w/ Mel Mattison
07 Oct 2025
Contributed by Lukas
Are we living through the most powerful bull market of our lifetimes? In this episode of Milk Road Macro, John Gillen sits down with veteran macro ana...
How Money Supply & Dollar Flight Are Fueling a Bull Market w/ Steve Hanke
02 Oct 2025
Contributed by Lukas
Is the Fed fighting inflation with the wrong tools? Why are global central banks hoarding gold while retail investors are still watching interest rate...
AI Juggernaut: The Biggest Bull Run Ever w/ Jordi Visser
30 Sep 2025
Contributed by Lukas
AI isn’t just changing the world; it’s rewriting the rules of the global economy. In this episode of Milk Road Macro, we sit down with legendary i...
The AI x Crypto Collision Course: How This Market Intersection is About To Explode w/ Kyle Reidhead
25 Sep 2025
Contributed by Lukas
In this episode, Kyle Reidhead breaks down why we’re standing at the edge of a financial revolution, and why the next wave of innovation, regulation...
Why The Housing Market Is Headed For Another Crisis w/ Melody Wright
23 Sep 2025
Contributed by Lukas
In this episode, macro housing expert Melody Wright joins Milk Road Macro to drop a bombshell: the real estate crisis of 2008 never truly ended; it wa...
What Do Fed Rate Cuts Mean For Markets w/ Mike McGlone
18 Sep 2025
Contributed by Lukas
In this episode, Bloomberg Intelligence Senior Macro Strategist Mike McGlone joins us to break down what the latest 25bps rate cut actually means for ...
How The Fed's Mistakes Push Markets Higher w/ Chris Whalen
16 Sep 2025
Contributed by Lukas
In this episode, macro analyst Chris Whalen joins Milk Road Macro to expose the uncomfortable truth behind the U.S. financial system: inflation is no ...
The Most Important Thing In Macro: How Investors Can Dominate in Q4 w/ Caleb Franzen
11 Sep 2025
Contributed by Lukas
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 Inflation and Unemployment Are Cornering the Fed w/ Samim Ghamami
09 Sep 2025
Contributed by Lukas
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 Macr...
Why Government Debt Is Breaking the Global Economy w/ Quinn Thompson
04 Sep 2025
Contributed by Lukas
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 ...
How Prediction Markets Could Forever Change The Macro Landscape w/ Robin Hanson
02 Sep 2025
Contributed by Lukas
In this episode, we sit down with economist and prediction market pioneer Robin Hanson to explore how betting markets could completely transform decis...
Macro's Biggest Force: How Changing Liquidity Cycles Drive Bitcoin & The Market w/ Scott Melker
28 Aug 2025
Contributed by Lukas
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...
Why Wall Street is About to Rush Into Crypto w/ Christopher Kuiper
26 Aug 2025
Contributed by Lukas
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...
Macro Breakdown: Inflation, Jobs, Rate Cuts & Fed Meeting w/ Kyle Reidhead
21 Aug 2025
Contributed by Lukas
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. ...
K-Shaped Economic Crisis: Why the Economy’s Split Between Boom and Doom w/ Craig Shapiro
19 Aug 2025
Contributed by Lukas
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 ...
Bitcoin’s Golden Bull Run: Treasury Companies, Institutions & Macro Analysis w/ Charles Edwards
14 Aug 2025
Contributed by Lukas
In today’s episode, we get into the heart of Bitcoin’s bull run with Charles Edwards, founder of Capriole Investments, the guy whose charts instit...
Stablecoins Are Eating the World, Fed Shift Ahead, AI Prints Billions w/ Ram Ahluwalia
12 Aug 2025
Contributed by Lukas
In this episode of Milk Road Macro, John Gillen interviews Ram Ahluwalia, founder and CEO of Lumina Wealth, for a deep dive into the macroeconomic tre...
Milk Road's Macro Framework: How The Big Picture Empowers Investors w/ John Gillen
07 Aug 2025
Contributed by Lukas
In today’s episode, we flip the script and interview our own host, John Gillen, a former BlackRock investor turned crypto macro expert, to reveal th...
Surviving the Liquidity Crisis: Everything You Need to Navigate This Cycle w/ Michael Howell
05 Aug 2025
Contributed by Lukas
In this episode, we sit down with Michael Howell, the godfather of global liquidity, to decode the real risks lurking behind today’s markets. Forget...
Rate Cut Chaos: Inside the Fed’s July Meeting Standoff w/Tony Greer
31 Jul 2025
Contributed by Lukas
The Fed just did nothing — again. No rate cut. But markets went haywire anyway. What’s going on? Is Jerome Powell bluffing? Are gold bugs in denia...
The Fed Is Wrong About AI and the Economy w/ PDS
29 Jul 2025
Contributed by Lukas
In this episode of Milk Road Macro, we dive into the Fed’s next big move — and why most of the Board of Governors are flying blind on the biggest ...
The US Economy Is Re-Accelerating & Why Cutting Rates Now Would Be a Disaster w/ Danny Dayan
23 Jul 2025
Contributed by Lukas
In this episode of Milk Road Macro, we break down why the U.S. economy is quietly heating up, and why a rate cut now could send us straight into an in...