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Milk Road Macro

Milk Road
Bitcoin
Federal Reserve
Inflation
Monetary Policy
Interest Rates
Danny Dayan
Macroeconomics
Digital Assets
Gold
Financial Conditions
US Economy
Tariffs
FOMC
Labor Market
Stablecoins
AI Revolution
Dollar
Housing Market
K-Shaped Economy
Prediction Markets

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: milkroad.com/macro/

PublishesDailyEpisodes55Founded6 months ago
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Latest Episodes

In this episode of Milk Road Macro, we sit down with Mark Yusko to break down how long-term wealth is created, not through predictions or short-term trades, but through a repeatable macro framework focused on innovation, infrastructure, and non-conse... more

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In this episode of Milk Road Macro, Michael Green breaks down the passive bid, the force reshaping modern markets, and explains why price discovery doesn’t work the way most investors think it does anymore. What started as a well-intentioned shift to... more

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In this episode of Milk Road Macro, we sit down with Carol Roth to break down the uncomfortable reality behind today’s global economic system and why the loss of ownership isn’t accidental. We explore how years of zero interest rate policy, runaway f... more

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In this episode of Milk Road Macro, market strategist Caleb Franzen breaks down why investors feel more confused than ever, even as markets continue to make new all-time highs. Consumer sentiment is near multi-decade lows. Recession fears are everywh... more

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Recent Guests

Carol Roth
Recovering investment banker, entrepreneur, and business strategist
New York Times bestselling author
Episode: “You Will Own Nothing” Wasn’t a Warning… It Was the Plan w/ Carol Roth
Michael Lebowitz
Portfolio manager at RIA Advisors with over 35 years of experience in financial markets
RIA Advisors
Episode: 2026 Will Be a Roller Coaster Market (Here’s How to Survive It) w/ Michael Lebowitz
James Lavish
Co-founder and managing partner of the Bitcoin Opportunity Fund with over 30 years of experience in institutional investing and risk management.
Bitcoin Opportunity Fund
Episode: Trump vs Powell: The Battle That Could Break the Fed w/ James Lavish
Mark Newton
Managing Director and Head of Technical Strategy at Fundstrat Global Advisors, with over 30 years of experience in the financial services industry
Fundstrat Global Advisors
Episode: 2026 Macro Outlook: The Market Is Sending a Warning After a 3-Year Rally w/ Mark Newton
Chris Irons
Financial commentator and podcaster known as Quoth the Raven, recognized for his raw and unfiltered takes on economics.
Episode: The Fed Has Lost Control of the System, And Nobody Knows How It Ends w/ Chris Irons
Francis Hunt
A seasoned trader, technical analyst, and teacher with over 30 years of experience in financial markets.
Founder of The Market Sniper
Episode: Why Silver Is Exploding as the Global Debt System Breaks w/ Francis Hunt
Bart Smith
An investment professional specializing in digital assets, previously known as Wall Street's Bitcoin King.
Avalanche Treasury Company
Episode: Is This Macro Environment Breaking Crypto or Forcing It to Grow Up? w/ Bart Smith
Kevin Muir
A former institutional equity derivatives trader and author of a popular sub-stack newsletter, known as The Macro Tourist.
The Macro Tourist
Episode: The Fed Just Flipped the Script: What the Rate Cut Reveals About the 2026 Market Playbook w/ Kevin Muir
Grant Williams
Prominent macro and precious metals commentator with over 35 years of experience in finance.
Co-founder of Real Vision, Author of the Things That Make You Go, Hmm, Newsletter
Episode: Grant Williams: The Global Monetary Order Is Breaking Down

Host

John Gillan
Host with a focus on macro investing, aiming to educate listeners about global markets and risk assets.

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Talking Points

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2026 Will Be a Roller Coaster Market (Here’s How to Survive It) w/ Michael Lebowitz
Q: What's your forecast for monetary policy from the Federal Reserve as we go into 2026?
The Fed may cut rates more than expected due to a weakening labor market and lowering inflation expectations.
2026 Will Be a Roller Coaster Market (Here’s How to Survive It) w/ Michael Lebowitz
Q: What outcome are you expecting from the Supreme Court concerning the tariff cases?
The markets are anticipating potential volatility after the ruling, particularly waiting for Trump's Plan B if the tariffs get struck down.
Your Macro Framework Is Missing the Strongest Signal in the Market w/ Caleb Franzen
Q: What indicators or price levels are you watching for Bitcoin's potential return to a bull market?
A breakout above the 101,000 level would indicate a reversal in trend and a potential return to bullish territory for Bitcoin.
Your Macro Framework Is Missing the Strongest Signal in the Market w/ Caleb Franzen
Q: What are your thoughts on the economic dynamics driving GDP growth?
The economy continues to show resilience and dynamic growth, indicating that GDP is not only stable but likely increasing, defying ongoing recession fears.
Your Macro Framework Is Missing the Strongest Signal in the Market w/ Caleb Franzen
Q: What do you attribute this divergence between market performance and sentiment to?
The divergence can be attributed to a lack of consumer sentiment, which is at multi-decade lows, despite strong performance metrics in the S&P 500 and other indices.

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Frequently Asked Questions About Milk Road Macro

What is Milk Road Macro about and what kind of topics does it cover?

The content focuses on macroeconomic principles and their impact on various investment opportunities. It frequently examines the implications of monetary policy, global trade dynamics, and emerging markets on asset classes like Bitcoin, equities, and other risk assets. The discussions feature prominent guests from the finance industry who share their insights on market trends, investment strategies, and economic forecasts, making the material relevant for both seasoned investors and those new to macro investing. Notably, the podcast emphasizes educating listeners on complex economic topics in a digestible format, helping them to navigate the intricacies of modern finance and make informed investment decisions.

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Which podcasts are similar to Milk Road Macro?

These podcasts share a similar audience with Milk Road Macro:

1. Milk Road AI
2. Raoul Pal: The Journey Man
3. The Milk Road Show
4. The Julia La Roche Show
5. Forward Guidance

How many episodes of Milk Road Macro are there?

Milk Road Macro launched 6 months ago and published 55 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Milk Road Macro?

Recent guests on Milk Road Macro include:

1. Carol Roth
2. Michael Lebowitz
3. James Lavish
4. Mark Newton
5. Chris Irons
6. Francis Hunt
7. Bart Smith
8. Kevin Muir

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