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Milk Road Macro

Milk Road
Bitcoin
Federal Reserve
Inflation
Monetary Policy
Interest Rates
Danny Dayan
Digital Assets
Macroeconomics
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/

PublishesTwice weeklyEpisodes52Founded6 months ago
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Latest Episodes

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

In this episode of Milk Road Macro, portfolio manager Michael Lebowitz breaks down why passive investing may fail, why volatility is returning, and how investors should think about risk management, portfolio rotation, and survival strategies in the y... more

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In this episode of Milk Road Macro, James Lavish joins us to break down the escalating conflict between President Trump and Federal Reserve Chair Jerome Powell and why this battle could threaten the stability of the U.S. financial system.

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🤖 ... more

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In this episode of Milk Road Macro, legendary macro analyst Jim Bianco breaks down why 2026 is shaping up to be a regime change, not just another turn in the cycle. From immigration-driven population shifts to sticky inflation, AI-driven productivity... more

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Recent Guests

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
EB Tucker
Veteran investment analyst, author, and editor of the Tucker Letter
Tucker Letter
Episode: Capitalism Is Dead: EB Tucker Explains the New "Managed Economy" Taking Over Markets
Andy Schectman
President and founder of Miles Franklin Precious Metals, recognized expert in wealth preservation and macroeconomics.
Miles Franklin Precious Metals
Episode: The Dollar System Is Breaking & Gold Is Becoming Money Again w/ Andy Schectman

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
#149
United Kingdom/Business/Investing
Apple Podcasts
#205
Germany/Business/Investing
Apple Podcasts
#184
Norway/Business/Investing
Apple Podcasts
#189
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright
Q: What advice do you have for people on either side of that equation?
For sellers, they need to list their homes realistically, while buyers should be cautious and negotiate pricing.
How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright
Q: What does this mean when the rubber hits the road, right?
They're kind of out of options, and unfortunately, it's the boomers who will be impacted the most.
How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright
Q: Why have US home sales frozen like this?
Home sales are frozen because many owners can't afford to sell and buy another home, despite having built up equity.
Trump vs Powell: The Battle That Could Break the Fed w/ James Lavish
Q: What are some of the winners and losers from the fight between Trump and Powell?
Central banks are increasingly buying gold, while Bitcoin's perception could lead to investors shifting their focus towards safer assets such as gold and AI stocks amidst volatility.
Trump vs Powell: The Battle That Could Break the Fed w/ James Lavish
Q: What do you think the path forward from the Fed is going to be as a response to this?
The Fed has ended QT and started Reserve Management purchases, adding liquidity, and while they've brought down interest rates, it is uncertain if they will react against the Trump administration and start hiking rates again.

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. Raoul Pal: The Journey Man
2. Forward Guidance
3. The Julia La Roche Show
4. The Milk Road Show
5. The Wolf Of All Streets

How many episodes of Milk Road Macro are there?

Milk Road Macro launched 6 months ago and published 52 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. James Lavish
2. Mark Newton
3. Chris Irons
4. Francis Hunt
5. Bart Smith
6. Kevin Muir
7. Grant Williams
8. EB Tucker

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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