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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
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: milkroadmacro.beehiiv.com/

PublishesTwice weeklyEpisodes24Founded3 months ago
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BusinessInvesting

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Latest Episodes

In this episode, legendary Wall Street strategist Mary Ann Bartels joins us to unpack one of the wildest macro setups in years. From Trump reigniting trade wars, to government shutdown theatrics, to Mary Ann’s eye-popping predictions (S&P 7,000? BTC ... more

In this episode, macro strategist Henrik Zeberg joins us to break down one of the most paradoxical moments in market history: A euphoric bull run on the deck of a sinking Titanic. Why are bulls partying while consumers are drowning? Are we nearing th... more

Are we living through the most powerful bull market of our lifetimes? In this episode of Milk Road Macro, John Gillen sits down with veteran macro analyst and investor Mel Mattison to break down why today’s rally in Bitcoin, gold, and global markets ... more

Is the Fed fighting inflation with the wrong tools? Why are global central banks hoarding gold while retail investors are still watching interest rates? In this episode, we sit down with Steve Hanke, one of the world’s top economists, to break down w... more

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Recent Guests

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
Mike McGlone
Senior commodity strategist at Bloomberg Intelligence, with a career spanning over 25 years in financial markets.
Bloomberg Intelligence
Episode: What Do Fed Rate Cuts Mean For Markets w/ Mike McGlone
Chris Whalen
Investment banker, author, and chairman of Whalen Global Advisors
Whalen Global Advisors
Episode: How The Fed's Mistakes Push Markets Higher w/ Chris Whalen
Caleb Franzen
Financial analyst and founder of Cubic Analytics
Cubic Analytics
Episode: The Most Important Thing In Macro: How Investors Can Dominate in Q4 w/ Caleb Franzen
Samim Ghamami
Economist, strategist, and researcher, professor of finance at NYU, former senior economist at SEC and Goldman Sachs
New York University
Episode: How Inflation and Unemployment Are Cornering the Fed w/ Samim Ghamami

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
#232
Canada/Business/Investing
Apple Podcasts
#224
Germany/Business/Investing
Apple Podcasts
#55
New Zealand/Business/Investing
Apple Podcasts
#109
Austria/Business/Investing
Apple Podcasts
#111
Argentina/Business/Investing
Apple Podcasts
#137
Ukraine/Business/Investing
Apple Podcasts
#168
New Zealand/Business
Apple Podcasts
#237
Austria/Business

Talking Points

Recent interactions between the hosts and their guests.

Why This Could Be the Biggest Bull Run Since the 1950s w/ Mel Mattison
Q: So what does that mean? What does it mean that the Federal Reserve is going to start buying more bonds than the open market?
Yield curve control would involve the Fed buying more bonds to keep interest rates low, which would be designed to manage debt levels and potentially stimulate the economy, similar to past practices.
AI Juggernaut: The Biggest Bull Run Ever w/ Jordi Visser
Q: Do you see a scenario in the future where we're going to have to make decisions between giving more energy to AI so we can do things like cure all diseases versus having ordinary American citizens be able to have electricity to light their homes?
We're already facing a situation where energy is being allocated in ways that reflect the demand for AI. Choices regarding resource allocation are inevitable as AI and its energy requirements grow.
AI Juggernaut: The Biggest Bull Run Ever w/ Jordi Visser
Q: What happens in this scenario? Do we just have a huge influx of demand for new products here?
There will be a massive demand for new products geared towards AI, but the capacity constraints may hinder the market's ability to meet this demand, potentially leading to significant bottlenecks.
AI Juggernaut: The Biggest Bull Run Ever w/ Jordi Visser
Q: Jordi, tell us from your perspective, how does AI fit into the macro picture? Is it just a talking parrot or is there more to it than that?
AI is a core technology that is influencing economic structures and is not merely a novelty. It represents a significant shift in innovation that affects various sectors.
How Money Supply & Dollar Flight Are Fueling a Bull Market w/ Steve Hanke
Q: What are some of the benefits and risks that are posed to the United States if we see more countries move towards dollarization?
Hanke cites capital inflow as a major benefit to the US, as well as reduced pressure on the trade deficit, but also acknowledges the complexities of capital flight from unstable currencies.

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?

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. Empire
4. 1000x
5. Raoul Pal: The Journey Man

How many episodes of Milk Road Macro are there?

Milk Road Macro launched 3 months ago and published 24 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. Henrik Zeberg
2. Mel Mattison
3. Steve Hanke
4. Kyle Reidhead
5. Melody Wright
6. Mike McGlone
7. Chris Whalen
8. Caleb Franzen

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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