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Milk Road Macro

Milk Road Macro

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: https://milkroad.com/macro/

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10

How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright

How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright

<p>In this episode of Milk Road Macro, housing market analyst Melody Wright breaks down why today’s housing crisis isn’t about interest rates or supply shortages… but about grift, policy distortion, and hidden debt that have quietly warped the system over the last decade.</p><p><br></p><p>~~~~~</p><p><br></p><p>📊 ⁠⁠⁠⁠⁠⁠⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠⁠⁠⁠⁠⁠⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>🔧 Tools & Channels</p><p>🥛 ⁠Free Milk Road Newsletters.⁠</p><p>🥛 ⁠Go PRO and become a better investor.</p><p><br></p><p>~~~~~</p><p><br></p><p>✊ Follow Milk Road Macro on Social Media:</p><p...

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2026 Macro Outlook: The Market Is Sending a Warning After a 3-Year Rally w/ Mark Newton

2026 Macro Outlook: The Market Is Sending a Warning After a 3-Year Rally w/ Mark Newton

<p>In this episode of Milk Road Macro, Fundstrat’s head of technical strategy Mark Newton reveals why 2026 is set to be a "choppy" year of consolidation rather than collapse—and identifies the exact months to buy the dip for the next multi-year bull run.</p><p><br></p><p></p><p>~~~~~</p><p><br></p><p>📊 ⁠⁠⁠⁠⁠⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠⁠⁠⁠⁠⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>🔧 Tools & Channels</p><p>⁠⁠⁠⁠🥛 ⁠Free Milk Road Newsletters.⁠⁠⁠⁠⁠</p><p>⁠⁠⁠⁠🥛 ⁠Go PRO and become a better investor.⁠⁠⁠⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>✊ Follow Milk Road Macro on Social Media:</p><p>⁠⁠⁠⁠⁠⁠⁠👉 Milk Road X⁠⁠...

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Why 2026 Will Be a Volatile, Politically Driven Market w/ Mel Mattison

Why 2026 Will Be a Volatile, Politically Driven Market w/ Mel Mattison

<p>In this episode of Milk Road Macro, fintech executive and investor Mel Mattison exposes the hidden plumbing of the financial system - from "shadow" QE to the collateral crisis lurking behind tokenization - and explains why 2026 will be a stock picker’s market where the easy money has already been made.</p><p><br></p><p>~~~~~</p><p><br></p><p>📊 ⁠⁠⁠⁠⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠⁠⁠⁠⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>🔧 Tools & Channels</p><p>⁠⁠⁠🥛 ⁠Free Milk Road Newsletters.⁠⁠⁠⁠</p><p>⁠⁠⁠🥛 ⁠Go PRO and become a better investor.⁠⁠⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>✊ Follow Milk Road Macro on Socia...

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2026 Liquidity Outlook: Is the Global Liquidity Cycle Past Its Peak? w/ Michael Howell

2026 Liquidity Outlook: Is the Global Liquidity Cycle Past Its Peak? w/ Michael Howell

<p>In this episode of Milk Road Macro, the godfather of global liquidity breaks down what’s actually driving markets beneath the surface, and why 2026 could look very different from what most investors expect.<br></p><p>~~~~~</p><p><br></p><p>📊 ⁠⁠⁠⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠⁠⁠⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>🔧 Tools & Channels</p><p>⁠⁠🥛 ⁠Free Milk Road Newsletters.⁠⁠⁠</p><p>⁠⁠🥛 ⁠Go PRO and become a better investor.⁠⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>✊ Follow Milk Road Macro on Social Media:</p><p>⁠⁠⁠⁠⁠👉 Milk Road X⁠⁠⁠⁠⁠</p><p>⁠⁠⁠⁠⁠👉 YouTube⁠⁠⁠⁠⁠</p><p>⁠⁠⁠⁠⁠👉 Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

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The Fed Has Lost Control of the System, And Nobody Knows How It Ends w/ Chris Irons

The Fed Has Lost Control of the System, And Nobody Knows How It Ends w/ Chris Irons

<p>In this episode of Milk Road Macro, Chris Irons (aka Quoth the Raven) delivers an unfiltered breakdown of why today’s market is unlike anything we’ve seen before. Record valuations. Exploding debt. The Federal Reserve is trapped between inflation and collapse. And a growing sense that nobody, not policymakers, not investors, really knows how this ends.</p><p><br></p><p>~~~~~</p><p><br></p><p>📊 ⁠⁠⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠⁠⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>🔧 Tools & Channels</p><p>⁠🥛 ⁠Free Milk Road Newsletters.⁠⁠</p><p>⁠🥛 ⁠Go PRO and become a better investor.⁠</p><p><br></p...

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Why Silver Is Exploding as the Global Debt System Breaks w/ Francis Hunt

Why Silver Is Exploding as the Global Debt System Breaks w/ Francis Hunt

<p>In this episode of Milk Road Macro, veteran trader and macro analyst Francis Hunt (The Market Sniper) lays out why we’ve entered a new financial regime where sovereign debt is no longer a safe asset, currencies are being quietly debased, and hard assets are starting to reprice in real time.</p><p><br></p><p>~~~~~</p><p><br></p><p>📊 ⁠⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>🔧 Tools & Channels</p><p>🥛 ⁠Free Milk Road Newsletters.⁠</p><p>🥛 ⁠Go PRO and become a better investor.</p><p><br></p><p>~~~~~</p><p><br></p>...

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Is This Macro Environment Breaking Crypto or Forcing It to Grow Up? w/ Bart Smith

Is This Macro Environment Breaking Crypto or Forcing It to Grow Up? w/ Bart Smith

<p>In this episode of Milk Road Macro, we’re joined by Bart Smith, former head of digital asset strategy at Susquehanna and current CEO of Avalanche Treasury Company, to unpack why crypto’s struggles may have less to do with technology and everything to do with macro, liquidity, and maturity.</p><p><br></p><p>~~~~~</p><p><br></p><p>📊 ⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>🔧 Tools & Channels</p><p>🥛 ⁠Free Milk Road Newsletters.⁠</p><p>🥛 ⁠Go PRO and become a better investor.</p><p><br></p><p>~~~~~</p><p><br></p><...

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The Fed Just Flipped the Script: What the Rate Cut Reveals About the 2026 Market Playbook w/ Kevin Muir

The Fed Just Flipped the Script: What the Rate Cut Reveals About the 2026 Market Playbook w/ Kevin Muir

<p>Today’s guest, Kevin Muir, The Macro Tourist, breaks down why this move represents a complete script-flip from the Fed, why Powell’s guidance may no longer matter, and why investors are missing the most important second-order effects shaping 2026.</p><p><br></p><p>~~~~~</p><p><br></p><p>📊 ⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand. </p><p><br></p><p>🥛 ⁠Free Milk Road Newsletters.⁠</p><p><br></p><p>~~~~~</p><p><br></p><p>✊...

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Grant Williams: The Global Monetary Order Is Breaking Down

Grant Williams: The Global Monetary Order Is Breaking Down

<p>The global monetary system is shaking… and one of the sharpest macro minds alive says the cracks are no longer theoretical. In today’s episode, legendary macro commentator Grant Williams joins us to explain why trust in the U.S.-led financial order is collapsing, why central banks are sprinting into gold, and why the next phase of QE could arrive far sooner than markets think.</p><p><br></p><p>~~~~~</p><p><br></p><p>📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.</p><p><br></p><p>~~~~~</p><p><br></p><p>💰 Institutional grade research (pric...

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Capitalism Is Dead: EB Tucker Explains the New "Managed Economy" Taking Over Markets

Capitalism Is Dead: EB Tucker Explains the New "Managed Economy" Taking Over Markets

<p>What if the economy you think you’re living in… doesn’t exist anymore?In today’s episode, EB Tucker drops one of the most non-consensus macro takes you’ll hear all year: capitalism isn’t dying, it’s already dead. And what replaced it is something far more engineered, more controlled, and more influential for investors than anyone wants to admit.</p><p><br /></p><p>~~~~~</p><p><br /></p><p>📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs:</p><p>⁠⁠⁠https://out.milkroad.com/Reserve2025Podcast⁠⁠⁠</p><p><br /></p><p>~~~~~</p><p><br /></p><p>🤖 Get the drama, the deals...

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