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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The Macro Framework for Investing in the Next Decade w/ Mark Yusko
<p>In this episode of Milk Road Macro, we sit down with Mark Yusko to break down how long-term wealth is created, not through predictions or short-term trades, but through a repeatable macro framework focused on innovation, infrastructure, and non-consensus thinking.</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>👉 Milk Road X</p><p>👉 YouTube</p>...
The Passive Bid Explained: How Markets Move Now w/ Michael Green
<p>In this episode of Milk Road Macro, Michael Green breaks down the passive bid, the force reshaping modern markets, and explains why price discovery doesn’t work the way most investors think it does anymore. What started as a well-intentioned shift toward index investing has quietly transformed market mechanics, distorted signals, and created a system that rewards flows over fundamentals.</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>...
“You Will Own Nothing” Wasn’t a Warning… It Was the Plan w/ Carol Roth
<p>In this episode of Milk Road Macro, we sit down with Carol Roth to break down the uncomfortable reality behind today’s global economic system and why the loss of ownership isn’t accidental. We explore how years of zero interest rate policy, runaway fiscal spending, and financialization have pushed everyday Americans from ownership into permanent rentership. What’s framed as convenience or progress is, in reality, a structural shift driven by policy choices, not market forces.</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>...
Your Macro Framework Is Missing the Strongest Signal in the Market w/ Caleb Franzen
<p>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 everywhere. Yet retail stocks, discretionary stocks, earnings, and market breadth are all signaling strength.</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...
2026 Will Be a Roller Coaster Market (Here’s How to Survive It) w/ Michael Lebowitz
<p>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 year ahead.</p><p><br></p><p>~~~~~</p><p><br></p><p>🤖 AI isn’t a trend. It’s a supercycle. Get 20% off AI PRO this week only.</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 becom...
Trump vs Powell: The Battle That Could Break the Fed w/ James Lavish
<p>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.</p><p><br></p><p>~~~~~</p><p><br></p><p>🤖 AI isn’t a trend. It’s a supercycle. Get 20% off AI PRO this week only.</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 a...
Jim Bianco Explains Why 2026 Marks the End of the Old Economic Playbook
<p>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, and a Federal Reserve with no clean exit, the old models investors lean on are starting to fail.</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>~~~~~<...
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...
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...
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...
