Milk Road Macro

🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs. Want to see what we’re buying next? Join Milk Road PRO for just $1: https://milkroad.com/pro/?utm_medium=social&utm_source=youtube_crypto&utm_campaign=john ~~~~~ After an incredible year of interviews, market analysis, and macro investing insights, it’s time for the next chapter. We’re expan...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠⁠⁠⁠⁠ ~~~~~~ In this episode of Milk Road Macro, Mel Mattison joins us to break down the biggest macro trends shaping markets right now. We dive into the Fed’s latest decision under new Chair Kevin Warsh, why Mel believes rate cuts are more likely than most investors expect, and ho...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠⁠⁠⁠ ~~~~~~ Everyone is chasing the same trades: AI stocks, SpaceX, and the biggest IPOs in history. But what if the best opportunities are hiding where nobody is looking? Jonathan Wellum (founder and CEO of Rocklinc Investment Partners) joined us to explain why disciplined investo...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠⁠⁠ ~~~~~~ Markets are hitting new highs. AI stocks are soaring. SpaceX, OpenAI, and Anthropic are gearing up for massive IPOs. But according to macroeconomist Henrik Zeberg, the real story is what happens next. Henrik believes we're in the final stage of the biggest financial...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠⁠ ~~~~~~ Is the U.S. housing market much weaker than the official data suggests? Melody Wright joined Milk Road Macro after driving 3,000+ miles across 13 states to find out what's actually happening on the ground. Her conclusion: the housing crisis has already begun. Most inv...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠ ~~~~~~ Michael Howell (Founder & CEO of CrossBorder Capital) joined Milk Road Macro to break down why global liquidity is slowing, why the Fed has quietly injected hundreds of billions into the financial system, and why Treasury market stress could become the most important s...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠ ~~~~~~ Markets are hitting new all-time highs. AI stocks are leading the rally. Investors are still betting on lower rates. So... what could possibly go wrong? Jim Bianco of Bianco Research joined Milk Road Macro to explain why he thinks the market might be massively underestimati...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠ ~~~~~~ In today's episode, we break down why oil prices are falling despite the closure of the Strait of Hormuz, how the bond market is reacting to a new Federal Reserve chairman, and why tech and semiconductor stocks are pushing to unstoppable all-time highs. Tony Greer explai...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ~~~~~~ In today's episode, we break down why the intersection of global geopolitics and artificial intelligence is creating a massive macro realignment, how supply-side inflation is forcing central banks into structural policy mistakes, and why the global "AI race" is...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠ ~~~~~ Andreas Steno Larsen joined us on Milk Road Macro to break down why the bond market might have entered a structural bear market. Yet at the same time, liquidity is still flooding into risk assets. And AI stocks and semiconductors keep ripping higher despite rising yields, in...

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

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

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

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

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

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

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

🧠 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 suppo...

🧠 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 suppos...

🧠 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...

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...

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 crisi...

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...

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 deleveragin...

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...