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Milk Road Macro

Milk Road
Federal Reserve
Bitcoin
Gold
Inflation
Stablecoins
Interest Rates
Artificial Intelligence
Housing Market
Monetary Policy
Digital Assets
China
Liquidity
Tariffs
Silver
Stock Market
Cryptocurrency
Emerging Markets
Labor Market
Macroeconomics
U.S. Economy

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 weeklyEpisodes78Founded9 months ago
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Latest Episodes

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Markets are ripping to fresh all-time highs while headlines keep screaming recession, inflation, war, and general chaos. So what's actuall... more

🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.

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The S&P 500 is ripping. Oil is all over the place. Inflation is creeping back in like that roommate who "just needs one more month." But un... more

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In today’s episode, we sit down with Ole Hansen, Head of Commodity Strategy at Saxo Bank, to break down what’s really happening behind the Strait of Hormuz crisis, why energy markets are breaking, and how this shock is spreading into food, metals, an... more

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In today’s episode of Milk Road Macro, veteran market technician Michael Oliver breaks down why a 50-year range in silver may have finally broken, and why that could send prices toward $300… or even $500. But this isn’t just about silver. We also div... more

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Recent Guests

Jeffrey Christian
Leading precious metals and commodities market analyst, founder of CPM Group
CPM Group
Episode: Gold Price Prediction: Why the Bull Run Isn't Over w/ Jeffrey Christian
Jeff Clark
Globally recognized precious metals analyst, founder of The Gold Advisor, author
Gold Advisor / Pay Dirt with Gold and Silver Stocks
Episode: The Gold Crash That Could Trigger a Bigger Rally w/ Jeff Clark
Rory Johnston
Oil market expert, founder of Commodity Context
Commodity Context
Episode: The Biggest Economic Crisis in History May Have Already Started (Oil Shock Explained) w/ Rory Johnston
Craig Fuller
Founder and CEO of FreightWaves, trucking industry expert and macro analyst
FreightWaves
Episode: The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller
Geoffrey Kendrick
Global Head of Digital Assets Research at Standard Chartered Bank
Standard Chartered Bank
Episode: The $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick
Jordi Visser
Macro strategist, AI Macro Nexus Research lead at 22V Research; founder of Visser Labs
22V Research; Visser Labs
Episode: Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting
Steven Van Metre
President of Steven Van Metre Financial; macro strategist with 20+ years in the industry
Steven Van Metre Financial
Episode: A Massive Sell-Off Is Starting… And Most Investors Don’t See It w/ Steven Van Metre
Peter St Onge
PhD economist and senior fellow at the Heritage Foundation
Heritage Foundation
Episode: Oil Prices Are Rising Fast… Is a Global Recession Next? w/ Peter St Onge
Nicky Shiels
Head of research and metals strategy at MKS PAMP
MKS PAMP
Episode: The Global Commodity War Has Started... Gold’s Biggest Bull Market in 50 Years w/ Nicky Shiels

Host

John Gillan
Host of Milk Road Macro

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The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller
Q: What is the potential impact of policy changes like Delilah's Law on the freight industry?
Tighter enforcement and potential removal of a large number of drivers could reduce capacity and push freight rates higher, contributing to a trucking supercycle if new drivers take time to replace the lost workers.
The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller
Q: Can you unpack the Sonar Truckload Rejection Index and explain what it signals for the market?
A rising rejection index signals tightening capacity and stronger pricing power for carriers, suggesting freight rates will rise as supply becomes constrained, with flatbed and industrial-related freight showing particular strength.
The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller
Q: Talk to me about your high level view on the impact of oil prices on freight and trucking.
Oil volatility currently appears as a non-event for trucking in the near term due to fuel surcharges, while higher prices can eventually drive investment and capital allocation that influences freight demand and pricing power, particularly in contract markets.
The Gold Crash That Could Trigger a Bigger Rally w/ Jeff Clark
Q: What would make you flip bearish on gold and its equities?
Factors could include a significant technical breakdown or a fundamentally adverse change in catalysts, but even then the guest emphasizes staying prepared and relying on a diversified approach rather than trying to time a bottom.
Gold Price Prediction: Why the Bull Run Isn't Over w/ Jeffrey Christian
Q: What's driving the current demand for gold across different investor types?
Demand is broad-based, including retail buyers, family offices, sovereign wealth funds, and ETFs, with central bank activity more nuanced than popular narratives suggest.

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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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These podcasts share a similar audience with Milk Road Macro:

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

How many episodes of Milk Road Macro are there?

Milk Road Macro launched 9 months ago and published 78 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. Jeffrey Christian
2. Jeff Clark
3. Rory Johnston
4. Craig Fuller
5. Geoffrey Kendrick
6. Jordi Visser
7. Steven Van Metre
8. Peter St Onge

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