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Milk Road Macro episodes
- Dan Tapiero's Macro Outlook: Why Markets Will Rip Into 2026
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 into 2026. He breaks down the real macro forces at play, why Powell’s policy errors are setting up a generational liquidity wave, and why Bitcoin’s fundamentals today are 10× stronger than in 2021, yet the market is still mispricing everything.
~~~~~
📊 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-25
~~~~~
🌍 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 🎙
Dan Tapiero: https://x.com/DTAPCAP
📃 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 - Harry Dent: Demographics Run the Economy & They’re Pointing to a Massive Crash
In today’s episode, legendary forecaster Harry Dent breaks down why demographics, not politicians, not central banks, drive every boom and bust. And according to him, the demographic math is flashing a massive red alert. From a $29 trillion “artificial boom” to a potential 90% Nasdaq wipeout, Dent lays out a brutally honest roadmap for what comes next… and why the U.S. may be headed for the kind of crash no stimulus can prevent.
~~~~~
🔧 Build Without Compromise With Quicknode:
https://out.milkroad.com/Quicknode2025PodcastMRMacro
~~~~~
🌍 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 🎙
Harry Dent
X: https://x.com/HarryDentjr
Website: https://harrydent.com/
YouTube: https://www.youtube.com/@hsdentfinancial/featured
📃 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 - The Dollar Milkshake Theory & The Investment of The Century w/ Brent Johnson
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 investment opportunity of the century. From stablecoins reshaping global power to the U.S.-China economic breakup, to a looming liquidity crunch that almost no one is prepared for… this conversation is a masterclass in how the world really works behind the headlines.
~~~~~
🔧 Build Without Compromise With Quicknode:
https://out.milkroad.com/Quicknode2025PodcastMRMacro
~~~~~
🌍 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 🎙
Santiago Capital: https://x.com/SantiagoAuFund
📃 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 - Is the Fed Losing Control? Why a Leadership Change Could Reshape Markets w/ Barry Knapp
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 the Federal Reserve is misreading inflation, ignoring labor market signals, and risking a serious policy error. But here’s the twist: a new Fed Chair could be seated as early as January, and with it… a whole new monetary regime.
~~~~~
🔧 Build Without Compromise With Quicknode:
https://out.milkroad.com/Quicknode2025PodcastMRMacro
~~~~~
🌍 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 🎙
Barry Knapp: https://x.com/barryknapp
📃 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 - China Trade War: Trump’s Deal Changes Everything (or Nothing?) w/ Brad Setser
What really happened in Trump’s latest “deal” with China? In this episode, global trade expert Brad Setser breaks down the high-stakes handshake between the U.S. and China, and reveals why it might not be the win it’s being sold as. From rare earth retaliation to weaponized tariffs and Apple’s unintended role in building China’s industrial dominance, this one peels back the curtain on the most important economic rivalry of our time.
~~~~~
🌍 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 🎙
Brad Setser: https://x.com/Brad_Setser
📃 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 - Credit, Housing, and Stocks: How The Fed Has Created The Biggest Bubble of All Time w/ Michael Pento
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 bubble in 2005. Now, he’s sounding the alarm again, except this time, the setup is even worse. Will the Fed trigger a full-blown bond revolt? Can they print their way out again without destroying the dollar? And why is Pento still long the market even as he’s warning of collapse?
~~~~~
🌍 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 🎙
Michael Pento: https://linktr.ee/michaelpento
📃 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 - Bear Trap, Bull Run, or Blow Off Top? Where Is The Market Going Next w/ Yann Allemann
In this episode, Swissblock and Glassnode co-founder Yann Allemann joins us to break down the most important (and misunderstood) force in markets right now: liquidity. The Fed is cutting rates. QT is ending. Bitcoin crashed, then bounced. S&P targets are flying. And institutional capital is rotating faster than retail can blink. Is this a blow-off top, a melt-up, or the most dangerous bull trap in recent history?
~~~~~
🌍 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 🎙
Yann Allemann: https://x.com/Negentropic
📃 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.
46 min - Why The Fed is Pouring Fuel on This Bull Run w/ Bill Fleckenstein
The Fed just cut rates to 4% and ended quantitative tightening, but according to legendary hedge fund manager Bill Fleckenstein, none of that actually matters. In this episode, Bill breaks down why the market’s on autopilot, what’s really driving this bull run (hint: it’s not Powell), and why things could spiral fast when the music stops.
~~~~~
🌍 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 🎙
Bill Fleckenstein: https://x.com/fleckcap
📃 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 - How Stablecoins Are Taking Over The Dollar, Business, & The Federal Reserve w/ Santiago Santos
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’s surprising embrace of stablecoin infrastructure to how AI agents will use USDC like cash, this is a front-row seat to the real stablecoin takeover, not the hype, but the plumbing.
~~~~
📚 Helpful Resources 📚
🥛 The Fed’s running it hot and the bears are wrong 🐂
https://link.milkroad.com/macro-fed-analysis-10/05-pod
~~~~~
🌍 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 🎙
Santiago R Santos: https://x.com/santiagoroel
Inversion: https://x.com/inversion_cap
📃 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 - Debasement, Inflation, and Investing in the Era of Fiscal Dominance w/ Vincent Deluard
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 has become a political tool, and how the era of fiscal dominance is reshaping everything.
~~~~
📚 Helpful Resources 📚
🥛 The Fed’s running it hot and the bears are wrong 🐂
https://link.milkroad.com/macro-fed-analysis-10/05-pod
~~~~~
🌍 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 🎙
Vincent Deluard: https://x.com/VincentDeluard
📃 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.
48 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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