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Milk Road Macro episodes
- Ignore the Headlines. The Charts Are Screaming Bull Market w/ Caleb Franzen
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 market, but actually one of the most compelling buying opportunities in months. With Powell signaling rate cuts, M2 liquidity rising, and credit spreads holding strong, Caleb argues that the macro backdrop still screams risk-on, if you know where to look.
~~~~
📚 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 🎙
Caleb Franzen: https://x.com/CalebFranzen
📃 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 - Retail vs Wall Street: Why The Odds Are Stacked Against You w/ Benn Eifert
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, leverage blowups, perpetual futures, and the myth of “democratized finance.” From meme-stock mania to zero-day options and 100x leverage, this is a deep dive into how modern markets really work and who’s profiting when you get liquidated.
~~~~
📚 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 🎙
Benn Eifert: https://x.com/bennpeifert
📃 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 - Market Chaos Now, But a Massive Bullish Decade Ahead w/ Mary Ann Bartels
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 trade wars, to government shutdown theatrics, to Mary Ann’s eye-popping predictions (S&P 7,000? BTC $150K? Gold at $5K?!), this one’s a no-holds-barred macro masterclass. She’s calling a global secular bull market, warning of a massive bubble by 2030, and breaking down why tech, semis, gold, and crypto are all still in beast mode, for now.
~~~~
📚 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 🎙
Mary Ann Bartels: https://www.linkedin.com/in/mary-ann-bartels-632577225/
📃 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.
43 min - Business Cycle Masterclass: Why The Market Is Exploding While The Economy Crashes w/ Henrik Zeberg
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 the deck of a sinking Titanic. Why are bulls partying while consumers are drowning? Are we nearing the biggest blow-off top of all time? And how will you know when it’s time to jump ship?
~~~~~
📚 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
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
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 🎙
Henrik Zeberg: https://x.com/HenrikZeberg
📃 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 - Why This Could Be the Biggest Bull Run Since the 1950s w/ Mel Mattison
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 analyst and investor Mel Mattison to break down why today’s rally in Bitcoin, gold, and global markets looks more like the post‑war 1950s than anything we’ve seen since. Mel was one of the first to call the “Debasement Trade” and predicted this year’s epic run across assets. In this conversation, he explains what’s driving the everything‑everywhere rally, why the Fed’s hidden third mandate matters for investors, and how you can position yourself for the next big move.
~~~~~
📚 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-free-signup
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
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 🎙
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.
48 min - How Money Supply & Dollar Flight Are Fueling a Bull Market w/ Steve Hanke
Is the Fed fighting inflation with the wrong tools? Why are global central banks hoarding gold while retail investors are still watching interest rates? In this episode, we sit down with Steve Hanke, one of the world’s top economists, to break down why the real driver of markets isn’t interest rates, it’s money supply. Hanke, who literally wrote the book on hyperinflation and dollarization, makes the case that the Fed’s obsession with rate hikes is a dangerous distraction, and that we’re already seeing the consequences: a global capital stampede into gold, USD assets, and Bitcoin.
~~~~~
🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:
https://out.milkroad.com/KGeN2025Podcast
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-free-signup
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
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
~~~~~
📚 Helpful Resources 📚
Capital, Interest, and Waiting
Controversies, Puzzles, and New Additions to Capital Theory
https://link.springer.com/book/10.1007/978-3-031-63398-0
Making Money Work: How to Rewrite the Rules of Our Financial System
https://www.amazon.com/Making-Money-Work-Rewrite-Financial/dp/1394257260
~~~~~
🎙 GUEST INFO 🎙
Steve Hanke: https://x.com/steve_hanke
📃 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 - AI Juggernaut: The Biggest Bull Run Ever w/ Jordi Visser
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 investor and macro thinker Jordi Visser to unpack how artificial intelligence is transforming jobs, capital markets, and even crypto itself. Everyone’s talking about “AI bubbles” and “AI hype,” but what’s really happening under the surface? Why are data centers and semiconductors suddenly the hottest macro trade? And why does Visser call Bitcoin the purest AI play on the market?
~~~~~
📚 Helpful Resources 📚
🥛 Why AI is key for the US economy 🤖
https://milkroad.com/macro/why-ai-is-key-for-the-us-economy/
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-free-signup
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
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 🎙
Jordi Visser
X: https://x.com/jvisserlabs
Substack: https://substack.com/@visserlabs
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.
1 hr - The AI x Crypto Collision Course: How This Market Intersection is About To Explode w/ Kyle Reidhead
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, and trillions in capital could be born at the crossroads of artificial intelligence and blockchain. From Bitcoin’s next breakout to the AI-fueled CapEx supercycle, we explore how the convergence of tech and money is reshaping global markets faster than anyone realizes.
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://milkroadmacro.beehiiv.com/subscribe
💸 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 🎙
Kyle Reidhead: https://x.com/KyleReidhead
📃 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 - Why The Housing Market Is Headed For Another Crisis w/ Melody Wright
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 was just papered over. And now? That paper’s on fire. Why are sales collapsing despite population growth? Why are home prices still sky-high when no one can afford them? Why is everyone saying the bottom is in… while the cracks are spreading beneath their feet?
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://milkroadmacro.beehiiv.com/subscribe
💸 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 🎙
Melody Wright: https://x.com/m3_melody
📃 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 - What Do Fed Rate Cuts Mean For Markets w/ Mike McGlone
In this episode, Bloomberg Intelligence Senior Macro Strategist Mike McGlone joins us to break down what the latest 25bps rate cut actually means for crypto, gold, stocks, and treasuries, and why he thinks the markets are living in a fantasy. Gold is spiking. Bitcoin is lagging. Copper looks weak. And the Fed might be on the edge of politicized yield curve control. Mike’s thesis? We’re not in a new bull market. We’re in the calm before a storm.
~~~~~
🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:
https://out.milkroad.com/KGeN2025Podcast
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://milkroadmacro.beehiiv.com/subscribe
💸 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 🎙
Mike McGlone: https://x.com/mikemcglone11
📃 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
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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