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Milk Road Macro

Milk Road
Bitcoin
Federal Reserve
Inflation
Monetary Policy
Interest Rates
Danny Dayan
Macroeconomics
Digital Assets
Gold
Tariffs
Financial Conditions
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: milkroad.com/macro/

PublishesDailyEpisodes65Founded7 months ago
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Latest Episodes

In this episode of Milk Road Macro, we break down how wars, government debt, and central bank policy shape global markets, and why Bitcoin may be positioned to benefit regardless of how the macro environment evolves. David Brickell explains why geopo... more

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In this episode of Milk Road Macro, we break down what the Iran conflict means for oil markets, inflation, Federal Reserve policy, bond yields, and risk assets. While headlines focus on war, the real story may be how markets were already positioned b... more

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In this episode of Milk Road Macro, we sit down with veteran commodities trader Sal Gilbertie to break down why real assets are gaining attention in 2026, how geopolitics and trade wars are reshaping supply chains, and what investors need to know abo... more

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In this episode of Milk Road Macro, we sit down with veteran macro strategist Michael Pento to unpack his warning about a historic “triple bubble” across equities, real estate, and debt markets, and what it could mean for investors in 2026 and beyond... more

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Recent Guests

Sal Gilbertie
Co-founder, CEO and CIO of Tucurium Trading
Tucurium Trading
Episode: The Commodity Supercycle Is Back: The Macro Shift That Could Reshape Markets
Michael Pento
President and founder of Pento Portfolio Strategies, focused on wealth management and macroeconomic research.
Pento Portfolio Strategies
Episode: The Triple Bubble About to Burst: Are We Sitting on a Financial “Time Bomb”? w/ Michael Pento
Ryan Detrick
Chief Market Strategist at Carson Group
Carson Group
Episode: The 10 Macro Signals That Still Support a Bull Market w/ Ryan Detrick
Chris Vermeulen
Internationally recognized technical analyst, trader, and entrepreneur, founder of thetechnicaltraders.com
TheTechnicalTraders.com
Episode: Stage 4 Market Decline: The Phase Where Markets Fall 7x Faster w/ Chris Vermeulen
Matt Gertken
Chief strategist for geopolitical strategy and US political strategy at BCA Research
BCA Research
Episode: Geopolitics Is Now the Macro Driver: Iran, China & the Trades That Matter in 2026 w/ Matt Gertken
Clem Chambers
A British entrepreneur, journalist, and financial commentator, best known as the founder of a new FN and a prolific author of investment books.
new FN
Episode: Is This the Start of a New Commodity Supercycle? w/ Clem Chambers
Andreas Steno Larsen
An economist and financial strategist known for his expertise in macroeconomics, geopolitics and cryptocurrency analysis.
Steno Research, Real Vision
Episode: The Government Is Engineering a Business Cycle Surge Into 2026 w/ Andreas Steno Larsen
Mark Yusko
Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management
Morgan Creek Capital Management
Episode: The Macro Framework for Investing in the Next Decade w/ Mark Yusko
Michael Green
Chief Strategist and Portfolio Manager for Simplify Asset Management
Simplify Asset Management
Episode: The Passive Bid Explained: How Markets Move Now w/ Michael Green

Host

John Gillan
Host of Milk Road Macro

Chart Rankings

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Talking Points

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The 10 Macro Signals That Still Support a Bull Market w/ Ryan Detrick
Q: How are you thinking about that?
If we see stress in the credit markets or a shift toward defensive stocks leading the market, it could indicate cracks in the current bull market.
The 10 Macro Signals That Still Support a Bull Market w/ Ryan Detrick
Q: What are you looking at that's giving you this confidence that the bull run is not over here?
Many indicators such as advanced decline lines suggest that the market is healthy, and despite some sectors experiencing a sell-off, others like energy and materials are performing well.
The Commodity Supercycle Is Back: The Macro Shift That Could Reshape Markets
Q: Why has XRP become a focus for you?
XRP has a definitive use case related to speeding up money transfers across borders and has significant growth potential in the digital asset space.
The Commodity Supercycle Is Back: The Macro Shift That Could Reshape Markets
Q: How do you see the landscape of leveraged ETFs right now?
Leveraged ETFs are easier and accessible but should be restricted to short-term trading due to their inherent risks, especially in volatile markets.
The Commodity Supercycle Is Back: The Macro Shift That Could Reshape Markets
Q: What are you seeing in the energy markets?
Demand for electricity driven by AI is enormous and difficult for ordinary investors to access directly. It's best to invest in power companies or commodities like copper.

Audience Metrics

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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?

This podcast serves as an insightful resource for individuals seeking to deepen their understanding of macro investing and its implications on various financial markets. Broadly covering topics such as the dynamics of global economics, the impact of monetary policy, and investment strategies in high-risk assets like Bitcoin and tech stocks, episodes frequently feature expert guests from finance, offering unique perspectives on market trends and investment strategies. Recent discussions have particularly focused on the anticipated changes in market conditions as we approach 2026, dissecting economic indicators, inflation, and investment opportunities in emerging technologies such as artificial intelligence and blockchain.

What sets this pod... more

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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. Thoughtful Money with Adam Taggart
3. The Milk Road Show
4. The Pomp Podcast
5. Coin Stories with Natalie Brunell

How many episodes of Milk Road Macro are there?

Milk Road Macro launched 7 months ago and published 65 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. Sal Gilbertie
2. Michael Pento
3. Ryan Detrick
4. Chris Vermeulen
5. Matt Gertken
6. Clem Chambers
7. Andreas Steno Larsen
8. Mark Yusko

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