Milk Road Macro

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...

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 c...

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 th...

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 th...

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 ne...

In this episode, macro analyst Chris Whalen joins Milk Road Macro to expose the uncomfortable truth behind the U.S. financial system: inflation is no accident, it’s the plan. We dig into how the Fed became a hostage to politics, why the Treasury market is one bad move away from collapse, and why gold might outperform Bitcoin in the coming storm. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad...

In this episode of Milk Road Macro, we’re joined by macro wizard and chart-whisperer Caleb Franzen to break down why these rate cuts are different, how to read real-time inflation, and why technicals beat headlines. If you think the Fed, CPI, and labor data tell you what’s coming, you’re already late. Caleb shares his top signal for stacking Bitcoin, the one chart that’s flashing “bullish,” and wh...

The Fed is stuck. Inflation won’t die. The labor market is cracking. And Congress? Still on a spending spree. In today’s episode of Milk Road Macro, economist Samim Ghamami (ex-SEC, ex-Fed, ex-Goldman) joins us to break down what happens when both fiscal and monetary policy stop working, and why it could lead to a stagflation spiral the Fed can’t escape. ~~~~~ 📚 Helpful Resources 📚 🥛 PRO | The...

In this episode, we sit down with Quinn Thompson (founder of Lekker Capital and macro strategist) to unpack why global bond yields are exploding, how the Fed is trapped between inflation and recession, and why gold and Bitcoin might be the only lifeboats left. Governments are still spending like it’s 2020, but nobody wants to buy their debt anymore. So what happens when the world’s largest borrowe...

In this episode, we sit down with economist and prediction market pioneer Robin Hanson to explore how betting markets could completely transform decision-making, from government data to crypto governance, and even central banking. Prediction markets don’t care about credentials; they care about truth. So why aren’t they everywhere? And what does crypto have to do with it? ~~~~~ 🌐 KGeN’s VeriFi: G...

In this episode, we sit down with Scott Melker to unpack the most important force in global markets right now: liquidity cycles. From the Fed’s next move to Trump’s quiet takeover of U.S. monetary policy, this conversation dives deep into the macro dynamics shaping Bitcoin, equities, and the future of crypto regulation. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: ⁠https://out.milkr...

In this episode of Milk Road Macro, Fidelity Digital Asset's VP of Research, Chris Kuiper, reveals why the real institutional crypto wave hasn’t even started yet, and what’s building behind the scenes. From broken bond markets to exploding ETF demand, Kuiper lays out why Bitcoin may no longer be a “risk-on asset”… and why every portfolio manager is about to have their “oh sh*t” moment. ~~~~~...

The macro landscape is on fire, inflation’s back, unemployment is creeping up, and nobody can agree if we’re in inning 3 or staring down the top. In this episode, Kyle Reidhead joins us to break down what the hell is really going on. Are we heading for a blowoff top, a soft landing, or just vibing sideways while AI eats the world? We talk rate cuts, stablecoins, digital asset treasuries, and why t...

In this episode, we bring on veteran macro strategist Craig Shapiro to unpack the K-shaped economy, where the rich get richer, and everyone else gets wrecked. From the Fed’s quiet surrender to inflation to the political theater behind rate cuts, this conversation digs into the truths behind today’s distorted markets. ~~~~~ 🔔 Subscribe to Milk Road Macro Channels: ⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠https://www.you...

In today’s episode, we get into the heart of Bitcoin’s bull run with Charles Edwards, founder of Capriole Investments, the guy whose charts institutions are watching. From MicroStrategy’s high-stakes Bitcoin playbook to 150+ digital asset treasury companies now buying BTC daily, this episode breaks down the macro forces driving Bitcoin to potentially new all-time highs. ~~~~~ 🌐 Stop leaving yours...

In this episode of Milk Road Macro, John Gillen interviews Ram Ahluwalia, founder and CEO of Lumina Wealth, for a deep dive into the macroeconomic trends shaping the financial world. Ram provides his expert analysis on the rise of stablecoins, the future of Federal Reserve policy, and the economic impact of artificial intelligence. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform:...

In today’s episode, we flip the script and interview our own host, John Gillen, a former BlackRock investor turned crypto macro expert, to reveal the exact framework he uses to navigate markets, inflation, and crypto cycles. We break down why debt is the new money, how to spot where we are in the economic cycle, and where the smart money is moving. ~~~~~ 💰 Borrow funds, keep your crypto. All on t...

In this episode, we sit down with Michael Howell, the godfather of global liquidity, to decode the real risks lurking behind today’s markets. Forget the noise about rate cuts or inflation targets; the real story is about monetary inflation, fiscal dominance, and a looming $40 trillion debt rollover that could flip the financial system upside down. ~~~~~ 💰 Borrow funds, keep your crypto. All on th...

The Fed just did nothing — again. No rate cut. But markets went haywire anyway. What’s going on? Is Jerome Powell bluffing? Are gold bugs in denial? And why are traders like Tony Greer suddenly eyeing Bitcoin over precious metals? In today’s episode of Milk Road Macro, we break down everything from the July FOMC meeting to the unseen forces driving the dollar, equities, crypto, and commodities. Le...

In this episode of Milk Road Macro, we dive into the Fed’s next big move — and why most of the Board of Governors are flying blind on the biggest tech shift in a generation. Former Soros family office macro chief PDS joins to unpack how Trump’s trade and immigration policies are clouding the Fed’s view, why AI could be a major deflationary force, and how ignoring it may lead to policy missteps. We...

In this episode of Milk Road Macro, we break down why the U.S. economy is quietly heating up, and why a rate cut now could send us straight into an inflationary firestorm. Former hedge fund manager and macro strategist Danny Dayan joins to reveal why financial conditions aren’t as tight as they seem, what the Fed is getting dangerously wrong, and how the White House may be setting the stage for a...