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Milk Road Macro

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

PublishesTwice weeklyEpisodes30Founded3 months ago
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InvestingBusiness

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Latest Episodes

In this episode, Swissblock and Glassnode co-founder Yann Allemann joins us to break down the most important (and misunderstood) force in markets right now: liquidity. The Fed is cutting rates. QT is ending. Bitcoin crashed, then bounced. S&P targets... more

The Fed just cut rates to 4% and ended quantitative tightening, but according to legendary hedge fund manager Bill Fleckenstein, none of that actually matters. In this episode, Bill breaks down why the market’s on autopilot, what’s really driving thi... more

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In today’s episode of Milk Road Macro, Santiago Santos breaks down the seismic shift happening beneath the surface of global finance. From the Fed’s surprising embrace of stablecoin infrastructure to how AI agents will use USDC like cash, this is a f... more

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The Fed says inflation is under control. Vincent Deluard says: not even close. In this episode, we dig into why inflation is here to stay, why the Fed has become a political tool, and how the era of fiscal dominance is reshaping everything.

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... more

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Recent Guests

Santiago Santos
Founder and CEO of Inversion Capital, expert in digital asset infrastructure
Inversion Capital
Episode: How Stablecoins Are Taking Over The Dollar, Business, & The Federal Reserve w/ Santiago Santos
Vincent Deluard
Director of Global Macro Strategy at StoneX Group
StoneX Group
Episode: Debasement, Inflation, and Investing in the Era of Fiscal Dominance w/ Vincent Deluard
Benn Eifert
Managing partner and founder of QVR Advisors, overseeing multi-strategy business focused on quantitative volatility and options trading.
QVR Advisors
Episode: Retail vs Wall Street: Why The Odds Are Stacked Against You w/ Benn Eifert
Mary Ann Bartels
Chief Investment Strategist at Sanctuary Wealth with decades of experience on Wall Street.
Sanctuary Wealth
Episode: Market Chaos Now, But a Massive Bullish Decade Ahead w/ Mary Ann Bartels
Henrik Zeberg
Renowned macroeconomist and head macroeconomist at SwissBlock
SwissBlock
Episode: Business Cycle Masterclass: Why The Market Is Exploding While The Economy Crashes w/ Henrik Zeberg
Mel Mattison
Writer, investor, and former FinTech executive with over 25 years of experience in finance
Episode: Why This Could Be the Biggest Bull Run Since the 1950s w/ Mel Mattison
Steve Hanke
Professor of Applied Economics at John Hopkins University and expert on hyperinflation and currency stability
Johns Hopkins University
Episode: How Money Supply & Dollar Flight Are Fueling a Bull Market w/ Steve Hanke
Kyle Reidhead
Entrepreneur and digital asset expert
Episode: The AI x Crypto Collision Course: How This Market Intersection is About To Explode w/ Kyle Reidhead
Melody Wright
Housing market analyst and commentator, known for her insights on real estate and the impact of economic shifts.
M3 Melody
Episode: Why The Housing Market Is Headed For Another Crisis w/ Melody Wright

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

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

Apple Podcasts
#222
Germany/Business/Investing
Apple Podcasts
#32
Ukraine/Business/Investing
Apple Podcasts
#62
Argentina/Business/Investing
Apple Podcasts
#96
Ireland/Business/Investing
Apple Podcasts
#125
Hong Kong/Business/Investing
Apple Podcasts
#159
New Zealand/Business/Investing
Apple Podcasts
#244
Argentina/Business

Talking Points

Recent interactions between the hosts and their guests.

Ignore the Headlines. The Charts Are Screaming Bull Market w/ Caleb Franzen
Q: Why is this chart of small cap growth versus small cap value so important?
This chart provides confirmation of the uptrend in the broader market and indicates investor confidence in the economic outlook.
Ignore the Headlines. The Charts Are Screaming Bull Market w/ Caleb Franzen
Q: What does high beta versus low volatility mean?
High beta stocks tend to have larger movements relative to the S&P 500, indicating a stronger risk appetite when outperforming low volatility stocks.
Debasement, Inflation, and Investing in the Era of Fiscal Dominance w/ Vincent Deluard
Q: Why is the 2% inflation target such a mistake?
Vincent argues that managing a fixed inflation target constrains economic adjustments and leads to inequalities and high asset prices, negatively affecting broader economic stability and demographics.
Debasement, Inflation, and Investing in the Era of Fiscal Dominance w/ Vincent Deluard
Q: What is the difference between monetary dominance and fiscal dominance?
Vincent explains that monetary dominance is when the central bank sets interest rates affecting economic borrowing, while fiscal dominance occurs when the government dictates the monetary policy direction to ensure it can meet its spending needs without raising interest rates excessively.
How Stablecoins Are Taking Over The Dollar, Business, & The Federal Reserve w/ Santiago Santos
Q: What do you see as the core value proposition of stablecoin adoption?
It provides a better user experience, lowers transaction costs, and speeds up settlement times while maintaining reliability.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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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. Raoul Pal: The Journey Man

How many episodes of Milk Road Macro are there?

Milk Road Macro launched 3 months ago and published 30 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. Santiago Santos
2. Vincent Deluard
3. Benn Eifert
4. Mary Ann Bartels
5. Henrik Zeberg
6. Mel Mattison
7. Steve Hanke
8. Kyle Reidhead

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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