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Milk Road Macro episodes
- 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 tokenization - and explains why 2026 will be a stock picker’s market where the easy money has already been made.
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📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
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Mel Mattison: https://x.com/MelMattison1
📃 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 - 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 expect.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road Macro on Social Media:
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Michael J. Howell: https://substack.com/@capitalwars
📃 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
53 min - 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. The Federal Reserve is trapped between inflation and collapse. And a growing sense that nobody, not policymakers, not investors, really knows how this ends.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road Macro on Social Media:
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Chris Irons: https://x.com/QTRResearch
📃 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 - 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, currencies are being quietly debased, and hard assets are starting to reprice in real time.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road X
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~~~~~
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Francis Hunt: https://x.com/themarketsniper
📃 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 - 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 have less to do with technology and everything to do with macro, liquidity, and maturity.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road X
👉 YouTube
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~~~~~
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Bart Smith: https://x.com/gbartsmith
📃 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 - 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 most important second-order effects shaping 2026.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand.
🥛 Free Milk Road Newsletters.
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road X
👉 YouTube
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~~~~~
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Kevin Muir: https://x.com/kevinmuir
The Macro Tourist: https://themacrotourist.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
47 min - Grant Williams: The Global Monetary Order Is Breaking Down
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, legendary macro commentator Grant Williams joins us to explain why trust in the U.S.-led financial order is collapsing, why central banks are sprinting into gold, and why the next phase of QE could arrive far sooner than markets think.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand.
🥛 Get smarter about investing with our free newsletters.
~~~~~
✊ Follow Milk Road Macro on Social Media:
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Grant Williams: https://x.com/ttmygh
📃 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
32 min - Capitalism Is Dead: EB Tucker Explains the New "Managed Economy" Taking Over Markets
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 takes you’ll hear all year: capitalism isn’t dying, it’s already dead. And what replaced it is something far more engineered, more controlled, and more influential for investors than anyone wants to admit.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs:
https://out.milkroad.com/Reserve2025Podcast
~~~~~
🤖 Get the drama, the deals, and the smartest ways to invest in AI with Milk Road AI:
https://link.milkroad.com/podcast-ai-link-4
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
EB Tucker: https://thetuckerletter.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.
45 min - The Dollar System Is Breaking & Gold Is Becoming Money Again w/ Andy Schectman
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 building a SWIFT-free, gold-settled financial order through mBridge, multi-jurisdictional vaults, and blockchain rails.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs:
https://out.milkroad.com/Reserve2025Podcast
~~~~~
🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday:
https://link.milkroad.com/black-friday-macro-2
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Andy Schectman: https://x.com/ASchectman
📃 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.
51 min - The AI Acceleration Era: The Economic Shift That Will Define the Next Decade w/ Tad Smith
In today’s episode, former Sotheby’s CEO, NYU professor, Tad Smith breaks down the macro transformation happening beneath the headlines: soaring productivity, softening labor markets, and the rise of AI as a new form of economic capital. It’s a front-row view of the biggest economic shift of the decade, where GDP keeps rising, job demand keeps falling, and society scrambles to redefine purpose in a post-labor world.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs:
https://out.milkroad.com/Reserve2025Podcast
~~~~~
🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday:
https://link.milkroad.com/black-friday-27
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Tad Smith: https://x.com/tadtweets
📃 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
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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