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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/

PublishesDailyEpisodes59Founded7 months ago
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Latest Episodes

In this episode of Milk Road Macro, we break down why geopolitics, not inflation, not the Fed, not earnings, is becoming the dominant force driving global markets in 2026. Matt Gertken (Chief Geopolitical Strategist at BCA Research) joins us to unpac... more

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Are we witnessing the beginning of a new commodity supercycle? In today’s episode of Milk Road Macro, Clem Chambers breaks down why gold, silver, platinum, palladium, and copper are moving, and what it signals for the global economy. Gold has been su... more

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In this episode of Milk Road Macro, Andreas Steno Larsen, explains why the macro playbook that worked for the last 15 years is broken, and why markets haven’t fully priced in the new regime we’re entering. We discuss how AI is pressuring the software... more

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Gold and silver just experienced trillion-dollar swings. The ISM printed its biggest upside surprise in years. Stocks are grinding higher. And yet… the one signal that normally powers real bull markets still hasn’t turned. In this episode of Milk Roa... more

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Recent Guests

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
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
Melody Wright
Housing market analyst and commentator who was on the front lines during the great financial crisis
Episode: How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright
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
Mel Mattison
Writer, investor, founder, and fintech executive with over 20 years of experience in financial services.
Episode: Why 2026 Will Be a Volatile, Politically Driven Market w/ Mel Mattison

Host

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

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

The Macro Framework for Investing in the Next Decade w/ Mark Yusko
Q: Do you think that there will be fast followers from endowments taking up Bitcoin?
Yes, but mainly led by individual innovative thinkers within organizations, rather than a collective decision.
The Macro Framework for Investing in the Next Decade w/ Mark Yusko
Q: What are your thoughts on the intersection of artificial intelligence and blockchain?
The intersection offers great investment opportunities, especially via integrated solutions.
The Government Is Engineering a Business Cycle Surge Into 2026 w/ Andreas Steno Larsen
Q: What are some things you're identifying as emergent investment opportunities from this change?
Andreas highlights hardware stocks and critical rare earths as areas of focus, especially given shifts in U.S. policy and the demand for resource independence.
The Government Is Engineering a Business Cycle Surge Into 2026 w/ Andreas Steno Larsen
Q: Why is AI ending or at risk of ending the software as a service economy?
Andreas explains that AI is commoditizing services traditionally dominated by SaaS, leading companies, including smaller firms, to in-source their software needs to reduce costs.
The Market Is Risk-On… But Growth Isn’t (Yet) w/ Market Radar
Q: What is your outlook for the economic re-acceleration?
Many indicators suggest a potential economic re-acceleration, though caution is advised due to the uncertainty surrounding credit risks and liquidity conditions.

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?

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. Forward Guidance
2. Raoul Pal: The Journey Man
3. Unchained
4. Bankless
5. Monetary Matters with Jack Farley

How many episodes of Milk Road Macro are there?

Milk Road Macro launched 7 months ago and published 59 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. Andreas Steno Larsen
2. Mark Yusko
3. Michael Green
4. Carol Roth
5. Michael Lebowitz
6. James Lavish
7. Melody Wright
8. Mark Newton

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