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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
Tariffs
US Economy
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: milkroadmacro.beehiiv.com/

PublishesTwice weeklyEpisodes18Founded2 months ago
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Latest Episodes

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 grow... more

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... more

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 mark... more

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 lab... more

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Recent Guests

Caleb Franzen
Financial analyst and founder of Cubic Analytics
Cubic Analytics
Episode: The Most Important Thing In Macro: How Investors Can Dominate in Q4 w/ Caleb Franzen
Samim Ghamami
Economist, strategist, and researcher, professor of finance at NYU, former senior economist at SEC and Goldman Sachs
New York University
Episode: How Inflation and Unemployment Are Cornering the Fed w/ Samim Ghamami
Quinn Thompson
Founder and CIO of Lekker Capital, a discretionary hedge fund focused on macro and digital assets.
Lekker Capital
Episode: Why Government Debt Is Breaking the Global Economy w/ Quinn Thompson
Scott Melker
Crypto OG, host of the Wolf of All Streets podcast, and author of the Wolf Den newsletter on Substack.
Wolf of All Streets
Episode: Macro's Biggest Force: How Changing Liquidity Cycles Drive Bitcoin & The Market w/ Scott Melker
Chris Kuiper
Vice President of Research at Fidelity Digital Assets, leading research on digital assets and insights for institutional investors.
Fidelity Digital Assets
Episode: Why Wall Street is About to Rush Into Crypto w/ Christopher Kuiper
Craig Shapiro
Chief Macro Strategist at the Bear Traps Report with over 20 years of experience in macro portfolio management.
Bear Traps Report
Episode: K-Shaped Economic Crisis: Why the Economy’s Split Between Boom and Doom w/ Craig Shapiro
Charles Edwards
Founder of Capriole Investments, a hedge fund specializing in Bitcoin and digital assets
Capriole Investments
Episode: Bitcoin’s Golden Bull Run: Treasury Companies, Institutions & Macro Analysis w/ Charles Edwards
Ram Ahluwalia
Founder and CIO of Lumina Wealth, a digitally native investment advisor specializing in alternative investments and digital assets.
Lumina Wealth
Episode: Stablecoins Are Eating the World, Fed Shift Ahead, AI Prints Billions w/ Ram Ahluwalia
John Gillen
Former employee at BlackRock and a crypto fund manager.
Milk Road Macro
Episode: Milk Road's Macro Framework: How The Big Picture Empowers Investors w/ John Gillen

Hosts

John Gill
Host of Milk Road Macro, with a background in macroeconomics and investments. He emphasizes the importance of understanding macro trends to make informed investment choices, sharing insights from his experiences.
John Gillen
Co-host and new host of Milk Road Macro, bringing insights from his tenure in the investment landscape, contributing to analytical discussions around macroeconomic themes.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

How Inflation and Unemployment Are Cornering the Fed w/ Samim Ghamami
Q: What do you think that might look like?
Ghamami contemplates the seriousness of the situation, recognizing that much depends on upcoming fiscal policies and revenue streams, especially from tariffs.
How Inflation and Unemployment Are Cornering the Fed w/ Samim Ghamami
Q: If Congress is not able to rein in their spending, and there isn't a way for the Fed to hit their inflation target, what do you expect the next moves from this to be?
Ghamami indicates that without a balanced budget approach from Congress, the Fed's job becomes significantly more complicated, risking economic instability.
How Inflation and Unemployment Are Cornering the Fed w/ Samim Ghamami
Q: Can you explain to our audience why this is the case? And do you think that the Fed now understands that that 2% target isn't maybe realistic?
Ghamami discusses that inflation is not solely a monetary phenomenon and external factors like demographics and globalization can create inflationary environments, suggesting that a rigid 2% target may not be realistic.
The Most Important Thing In Macro: How Investors Can Dominate in Q4 w/ Caleb Franzen
Q: What should investors focus on the most as we go into Q4?
Franzen advises investors to keep an eye on asset prices which reflect market trends rather than just macroeconomic data.
The Most Important Thing In Macro: How Investors Can Dominate in Q4 w/ Caleb Franzen
Q: What are your thoughts on the upcoming Fed's interest rate decisions?
Franzen expresses confidence that it doesn't matter if the Fed cuts by 25 or 50 basis points, emphasizing the underlying uptrend in the market.

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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?

Content focuses on macroeconomic trends, the impact of liquidity cycles, and the evolving relationship between traditional finance and digital assets, particularly Bitcoin. Guests frequently include experts from various sectors of the finance industry, discussing critical topics such as market volatility, institutional interest in cryptocurrencies, inflation, and investment strategies. Notably, there's a strong emphasis on understanding economic indicators and the dynamics governing risk assets, making it especially valuable for listeners who want to navigate complex market scenarios and enhance their investment acumen. The podcast is characterized by its analytical approach to macro trends and actionable insights for everyday investors.

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Which podcasts are similar to Milk Road Macro?

These podcasts share a similar audience with Milk Road Macro:

1. The Milk Road Show
2. Milk Road Degen
3. 1000x
4. Empire
5. Unchained

How many episodes of Milk Road Macro are there?

Milk Road Macro launched 2 months ago and published 18 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. Caleb Franzen
2. Samim Ghamami
3. Quinn Thompson
4. Scott Melker
5. Chris Kuiper
6. Craig Shapiro
7. Charles Edwards
8. Ram Ahluwalia

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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