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Milk Road Macro episodes
- The Commodity Crisis Playbook: Position Before It’s Too Late (From A 20-Year Veteran) w/ Ole Hansen
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 of Hormuz crisis, why energy markets are breaking, and how this shock is spreading into food, metals, and the global economy. Oil prices are volatile, supply chains are tightening, and the impact is already hitting everything from jet fuel to fertilizers to semiconductors. But the real shift? Markets are moving from an inflation shock to a full-blown growth risk, and that changes the entire investment playbook.
~~~~~
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~~~~~
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Ole Hansen: https://x.com/Ole_S_Hansen
📃 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
40 min - This 50-Year Pattern Just Broke: Is Silver About to Go Parabolic? w/ Michael Oliver
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, and why that could send prices toward $300… or even $500. But this isn’t just about silver. We also dive deep into the real risks building under the surface of the global financial system, from a weakening banking sector to a potential bond market crisis that could be bigger than 2008.
~~~~~
⚡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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~~~~~
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Michael Oliver: https://x.com/Oliver_MSA
📃 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
45 min - Gold Price Prediction: Why the Bull Run Isn't Over w/ Jeffrey Christian
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 commodities, to break down what’s really driving the gold market right now. We dive into the macro forces pushing gold to record highs, why both gold and the U.S. dollar are rising at the same time (yes, that’s a big signal), and what it tells us about the state of the global economy. We also unpack the truth about central bank gold buying, ETF flows, and whether the current demand is sustainable.
~~~~~
⚡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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🥛 Go PRO and become a better investor.
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Jeffrey Christian: https://www.linkedin.com/in/jeffrey-christian-025856/
CPM Group: https://cpmgroup.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
41 min - The Gold Crash That Could Trigger a Bigger Rally w/ Jeff Clark
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 sell-off, and why history suggests this could be one of the biggest opportunities in the market right now. We delve into the macro forces driving gold, including rising interest rates, a strong dollar, geopolitical tensions, and market-wide deleveraging. More importantly, we explore why these pullbacks are normal in bull markets, and why the biggest gains often come right after.
~~~~~
⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🔧 Tools & Channels
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🥛 Go PRO and become a better investor.
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✊ Follow Milk Road Macro on Social Media:
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Jeff Clark: https://x.com/TheGoldAdvisor
📃 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
36 min - The Biggest Economic Crisis in History May Have Already Started (Oil Shock Explained) w/ Rory Johnston
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 and why the true physical crisis hasn't even hit Western pockets yet. Rory Johnston, founder of Commodity Context, explains the "detonation in space-time" caused by the one-month closure of the Strait of Hormuz and why current prices are actually "too low" for the catastrophe that is barreling toward the global economy.
~~~~~
⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🔧 Tools & Channels
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🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road Macro on Social Media:
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~~~~~
🎙 GUEST INFO 🎙
Rory Johnston: https://x.com/Rory_Johnston
📃 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
54 min - The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller
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 now, and why it’s flashing bullish. Despite rising oil prices, geopolitical tension, and recession fears, the data tells a very different story. Freight volumes are rising, trucking capacity is tightening, and industrial demand is quietly accelerating across the U.S.
~~~~~
⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🔧 Tools & Channels
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🥛 Go PRO and become a better investor.
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✊ Follow Milk Road Macro on Social Media:
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~~~~~
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Craig Fuller: https://x.com/FreightAlley
📃 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
49 min - The $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick
In this episode of Milk Road Macro, Geoffrey Kendrick (Head of Digital Assets Research at Standard Chartered) breaks down why stablecoins could trigger a $1 trillion capital shift, reshape the global banking system, and accelerate crypto adoption faster than most investors expect.
~~~~~
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 14 days before the offer disappears.
~~~~~
⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road X
👉 YouTube
👉 Spotify
👉 Apple Podcast
~~~~~
🎙 GUEST INFO 🎙
Geoffrey Kendrick: https://www.linkedin.com/in/geoff-kendrick-45a91515/
📃 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
39 min - Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting
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 decades, driven by AI, rising commodity demand, and growing stress in credit markets. Oil prices are climbing. Private credit is starting to crack. At the same time, artificial intelligence is reshaping the global economy faster than anyone expected. So what does this mean for your portfolio?
~~~~~
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 14 days before the offer disappears.
~~~~~
⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road X
👉 YouTube
👉 Spotify
👉 Apple Podcast
~~~~~
🎙 GUEST INFO 🎙
Jordi Visser
X: https://x.com/jvisserlabs
YouTube: https://www.youtube.com/@JordiVisserLabs
📃 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
55 min - A Massive Sell-Off Is Starting… And Most Investors Don’t See It w/ Steven Van Metre
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 of the market… and why this could be the early stages of a much bigger move. From systematic selling and CTA flows to rising oil prices and weakening consumer demand, this episode connects the dots between macroeconomics, market structure, and investor behavior. The result? A potential domino effect that could push stocks lower in the weeks ahead.
~~~~~
⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road X
👉 YouTube
👉 Spotify
👉 Apple Podcast
~~~~~
🎙 GUEST INFO 🎙
Steven Van Metre
X: https://x.com/MetreSteven
YouTube: https://www.youtube.com/@stevenvanmetre5087
📃 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
40 min - Oil Prices Are Rising Fast… Is a Global Recession Next? w/ Peter St Onge
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 broader macro economy. Historically, major recessions have often followed major oil shocks. But today’s global economy is very different from the 1970s. The U.S. is now one of the world’s largest energy producers, global supply chains have evolved, and central banks have powerful tools to manage economic slowdowns. So the real question investors should be asking is this: How high do oil prices actually need to go before they trigger a recession?
~~~~~
🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20:
https://out.milkroad.com/Summ2026Podcast
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~~~~~
🔧 Tools & Channels
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🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road X
👉 YouTube
👉 Spotify
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~~~~~
🎙 GUEST INFO 🎙
Peter St Onge: https://x.com/profstonge
📃 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
44 min
About Milk Road Macro
From the publisher's feed
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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