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Milk Road Macro

Milk Road
Bitcoin
Federal Reserve
Inflation
Monetary Policy
Interest Rates
Danny Dayan
Macroeconomics
Digital Assets
Gold
US Economy
Financial Conditions
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/

PublishesTwice weeklyEpisodes37Founded4 months ago
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Latest Episodes

In today’s episode, former Sotheby’s CEO, NYU professor, Tad Smith breaks down the macro transformation happening beneath the headlines: soaring productivity, softening labor markets, and the rise of AI as a new form of economic capital. It’s a front... more

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In this episode, Dan explains why this brutal Bitcoin pullback isn’t the start of a bear market… but the mid-cycle cleanup before an explosive run into 2026. He breaks down the real macro forces at play, why Powell’s policy errors are setting up a ge... more

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In today’s episode, legendary forecaster Harry Dent breaks down why demographics, not politicians, not central banks, drive every boom and bust. And according to him, the demographic math is flashing a massive red alert. From a $29 trillion “artifici... more

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In today’s episode, Brent Johnson drops one of the most ambitious macro frameworks we’ve ever covered and explains why it may be pointing to the investment opportunity of the century. From stablecoins reshaping global power to the U.S.-China economic... more

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Recent Guests

Tad Smith
Accomplished businessman and adjunct professor at NYU Stern School of Business, former CEO of Sotheby's.
Durable Money LLC, 50T Funds, Fine Art Group
Episode: The AI Acceleration Era: The Economic Shift That Will Define the Next Decade w/ Tad Smith
Dan Tapiero
Renowned macro-focused investor with over 25 years of experience in global markets.
50T Funds
Episode: Dan Tapiero's Macro Outlook: Why Markets Will Rip Into 2026
Harry Dent
Renowned economic forecaster and bestselling author, founder of Dent Research, specializing in demographic trends
Dent Research
Episode: Harry Dent: Demographics Run the Economy & They’re Pointing to a Massive Crash
Brent Johnson
CEO of Santiago Capital with over 25 years of experience in financial markets.
Santiago Capital
Episode: The Dollar Milkshake Theory & The Investment of The Century w/ Brent Johnson
Barry Knapp
Founder, Managing Partner, and Director of Research at Ironsides Macroeconomics LLC, with nearly four decades of experience in financial markets.
Ironsides Macroeconomics LLC
Episode: Is the Fed Losing Control? Why a Leadership Change Could Reshape Markets w/ Barry Knapp
Brad Setser
American economist and Whitney Shepardson Senior Fellow at the Council on Foreign Relations
Council on Foreign Relations
Episode: China Trade War: Trump’s Deal Changes Everything (or Nothing?) w/ Brad Setser
Michael Pento
President and Founder of Pento Portfolio Strategies, author of The Coming Bond Market Collapse
Pento Portfolio Strategies
Episode: Credit, Housing, and Stocks: How The Fed Has Created The Biggest Bubble of All Time w/ Michael Pento
Yann Allemann
Co-founder of Glassnode and Swissblock, specializing in blockchain data and global macro markets.
Glassnode, Swissblock
Episode: Bear Trap, Bull Run, or Blow Off Top? Where Is The Market Going Next w/ Yann Allemann
Bill Fleckenstein
Financial commentator, author, and hedge fund manager known for critiques of central banking policies.
Fleckenstein Capital
Episode: Why The Fed is Pouring Fuel on This Bull Run w/ Bill Fleckenstein

Host

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

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#26
Ukraine/Business/Investing
Apple Podcasts
#172
Ukraine/Business
Apple Podcasts
#208
New Zealand/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The AI Acceleration Era: The Economic Shift That Will Define the Next Decade w/ Tad Smith
Q: Where are you putting most of your attention and energy going into the end of 2025?
Tad is focusing mainly on his involvement with 50T funds, a Growth Equity Fund he's partnered with.
The AI Acceleration Era: The Economic Shift That Will Define the Next Decade w/ Tad Smith
Q: What are your thoughts about the role of AI and technology in health care?
AI can help doctors make better decisions and is expected to significantly transform all aspects of health care.
The AI Acceleration Era: The Economic Shift That Will Define the Next Decade w/ Tad Smith
Q: Is Bitcoin in a bear market?
Tad Smith believes Bitcoin may simply be experiencing a correction in a broader bull market.
Dan Tapiero's Macro Outlook: Why Markets Will Rip Into 2026
Q: Are you accumulating here or are you just sitting and watching right now?
I'm looking to accumulate, aiming for a conservative target of 180,000 in Bitcoin.
Harry Dent: Demographics Run the Economy & They’re Pointing to a Massive Crash
Q: What is your prediction for a significant market downturn?
There's the belief that between now and early 2028, an economic downturn will be necessary to correct the overvaluation and artificial stimulation of the economy.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
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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. The Milk Road Show
2. Milk Road Degen
3. Empire
4. The Julia La Roche Show
5. Milk Road AI

How many episodes of Milk Road Macro are there?

Milk Road Macro launched 4 months ago and published 37 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. Tad Smith
2. Dan Tapiero
3. Harry Dent
4. Brent Johnson
5. Barry Knapp
6. Brad Setser
7. Michael Pento
8. Yann Allemann

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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