Milk Road Macro

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We sat down with macro strategist Eric Wallerstein on Milk Road Macro to break down why geopolitical chaos might actually be fueling the next leg higher for U.S. markets. Counterintuitive? Yes. But hear him out. Most investors are obsessing over recession fears, inflation, and Fed policy. Eric thinks the real story is way bigger. The world is fragmenting. Europe is weakening. China is playing defense. And America just keeps quietly consolidating economic power. When the world breaks, capital flows somewhere. And right now, "somewhere" looks a lot like the U.S.

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⁠⁠⁠⁠⁠⁠⁠🥛 Your Edge in Macro Investing (Newsletter). ⁠⁠⁠⁠⁠⁠⁠

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Eric Wallerstein: https://x.com/ericwallerstein

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.

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Is the world entering the final stages of U.S. dollar dominance? Matthew Piepenburg joined Milk Road Macro for a deep dive into the global monetary system, the future of the U.S. dollar, rising geopolitical tensions, and why he thinks gold is signaling a major shift in the world economy. We get into the growing de-dollarization trend, the strategic importance of the petrodollar system, and why the Strait of Hormuz has quietly become one of the most important macro flashpoints on the planet. The dollar isn't dying tomorrow. But the foundation is cracking.

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⁠⁠⁠⁠⁠⁠🥛 Your Edge in Macro Investing (Newsletter). ⁠⁠⁠⁠⁠⁠

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Matthew Piepenburg: https://vongreyerz.gold/

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses

🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠

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Legendary financial advisor and bestselling author Ric Edelman joined Milk Road Macro to explain why Bitcoin adoption is becoming inevitable. And why Wall Street is finally going all-in on crypto. We break down the massive shift happening across institutional finance. Banks. Wealth managers. Pension funds. Major financial advisors. They're all starting to integrate Bitcoin and digital assets into traditional portfolios. Ric explains why the Clarity Act could be a historic turning point for crypto regulation, why stablecoins are quietly threatening the banking system, and why firms like Morgan Stanley are already getting ready for the next wave of institutional Bitcoin adoption. The suits are coming. Some are already here. And they're not playing around.

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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⁠⁠⁠⁠⁠🥛 Your Edge in Macro Investing (Newsletter). ⁠⁠⁠⁠⁠

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Ric Edelman

X: https://x.com/ricedelman

YouTube: https://www.youtube.com/@RicEdelman

Website: https://dacfp.com/

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses

🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠⁠⁠⁠⁠

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Markets just pulled off one of the sharpest bullish reversals in history. And according to Fundstrat's Mark Newton, there's STILL no reason to be bearish right now. We sat down with Mark Newton (Managing Director and Head of Technical Strategy at Fundstrat Global Advisors) on Milk Road Macro to figure out what's actually going on. Why do stocks keep ripping higher despite war headlines, inflation fears, rising yields, and extreme investor skepticism? Spoiler: the charts don't care about your feelings. Mark breaks down what the data is actually saying. And it's a very different story from what your Twitter feed is screaming about.

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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⁠⁠⁠⁠🥛 Your Edge in Macro Investing (Newsletter). ⁠⁠⁠⁠

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🎙 GUEST INFO 🎙

Mark Newton: https://x.com/MarkNewtonCMT

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses

🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠⁠⁠⁠

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In today’s episode, we sat down with market veteran Clem Chambers on Milk Road Macro to break down the massive structural shifts happening in the global economy right now. Energy. AI. Geopolitics. They're about to reshape... pretty much everything. We dig into the renewed Iran conflict, oil supply risks, and how a single bottleneck in the global energy system could trigger inflation, supply shocks, and serious market volatility. Clem explains why "the market already knows what's happening" before the rest of us do, how capital flows signal real-world events before they hit the headlines, and why assets like Bitcoin tend to spike during geopolitical instability. The market is whispering. Most people aren't listening yet.

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

~~~~~

⁠⁠⁠🥛 Your Edge in Macro Investing (Newsletter). ⁠⁠⁠

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👉 Apple Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Clem Chambers

X: https://x.com/ClemChambers

YouTube: https://www.youtube.com/@ClemChambersAlpha

Substack: https://clemishere.substack.com/

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses

🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠⁠⁠

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Lance Roberts came on the show with a take that's gonna make some people uncomfortable. The return of bullish sentiment? Might actually be a warning sign. Not a green light. There's a potential leadership shift coming at the Fed. Oil prices are spiking on geopolitical tensions. Stocks are camped out near all-time highs. The macro setup is getting really fragile. Even if the headlines look great. When everyone's bullish at the same time... that's usually when you should start paying attention.

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

~~~~~

⁠⁠🥛 Your Edge in Macro Investing (Newsletter). ⁠⁠

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⁠Lance Roberts

X: https://x.com/LanceRoberts

YouTube: https://www.youtube.com/@TheRealInvestmentShow

RIA: https://realinvestmentadvice.com/invest/

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses

🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠⁠

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Tavi Costa, founder of Azuria Capital, breaks down why the current energy crisis in the Middle East and the closure of the Strait of Hormuz are just the beginning of a massive structural shift in global markets. Tavi explains why he believes the U.S. debt trajectory will force aggressive rate cuts and a weakening dollar, creating a "perfect storm" for tangible assets like gold, silver, and copper. We dive deep into his conviction on Latin America as a primary beneficiary of de-globalization, and why agricultural commodities and fertilizers are the next "dominoes" to fall in this inflationary era.

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

~~~~~

⁠🥛 Your Edge in Macro Investing (Newsletter). ⁠

~~~~~

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Tavi Costa: https://x.com/TaviCosta

Substack: https://tavicosta.substack.com/

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses

🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠⁠

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Markets are ripping to fresh all-time highs while headlines keep screaming recession, inflation, war, and general chaos. So what's actually going on? We sat down with macro analyst Caleb Franzen on Milk Road Macro to figure it out. Why are stocks pushing higher despite the world supposedly ending? Why do the S&P 500 and Nasdaq keep flashing bullish momentum? And what are the charts actually telling investors right now? We dig into market breadth, inflation risks, Fed policy, labor market strength, M2 liquidity, and why this bull market might have way more gas in the tank than people think. The headlines say one thing. The charts say another. Someone's lying.

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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🥛 Your Edge in Macro Investing (Newsletter).

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Milton Berg: https://x.com/BergMilton

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses

🧠 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 highs while headlines keep screaming recession, inflation, war, and general chaos. So what's actually going on? We sat down with macro analyst Caleb Franzen on Milk Road Macro to figure it out. Why are stocks pushing higher despite the world supposedly ending? Why do the S&P 500 and Nasdaq keep flashing bullish momentum? And what are the charts actually telling investors right now? We dig into market breadth, inflation risks, Fed policy, labor market strength, M2 liquidity, and why this bull market might have way more gas in the tank than people think. The headlines say one thing. The charts say another. Someone's lying.

~~~~~

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

~~~~~

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Caleb Franzen: https://x.com/CalebFranzen

Cubic Analytics: https://cubicanalytics.substack.com/

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses

🧠 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 over the place. Inflation is creeping back in like that roommate who "just needs one more month." But underneath all that? The macro regime is changing. Bob Elliott (CEO & CIO of Unlimited Funds, former Bridgewater guy) laid it out on the show. That cozy environment from the last decade - low inflation, global stability, cheap money - is fading. Fast. The problem: most portfolios are still built for a world that doesn't exist anymore. We get into why this rally might be a head fake, why earnings expectations could be way off, and why nobody's taking rising geopolitical conflict seriously enough. The rules changed. If your strategy didn't change with them... that's a problem.

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Bob Elliott

X: https://x.com/BobEUnlimited

YouTube: https://www.youtube.com/@BobEUnlimited

Substack: https://bobeunlimited.substack.com/

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses