In this episode, Kyle Reidhead breaks down why weâre standing at the edge of a financial revolution, and why the next wave of innovation, regulation, and trillions in capital could be born at the crossroads of artificial intelligence and blockchain. From Bitcoinâs next breakout to the AI-fueled CapEx supercycle, we explore how the convergence of tech and money is reshaping global markets faster than anyone realizes. ~~~~~ â â â đ Macro moves markets, get ahead of the game with Milk Road Macro New...
Sep 25, 2025â˘48 min
In this episode, macro housing expert Melody Wright joins Milk Road Macro to drop a bombshell: the real estate crisis of 2008 never truly ended; it was just papered over. And now? That paperâs on fire. Why are sales collapsing despite population growth? Why are home prices still sky-high when no one can afford them? Why is everyone saying the bottom is in⌠while the cracks are spreading beneath their feet? ~~~~~ â â â đ Macro moves markets, get ahead of the game with Milk Road Macro Newsletter: â ...
Sep 23, 2025â˘44 min
In this episode, Bloomberg Intelligence Senior Macro Strategist Mike McGlone joins us to break down what the latest 25bps rate cut actually means for crypto, gold, stocks, and treasuries, and why he thinks the markets are living in a fantasy. Gold is spiking. Bitcoin is lagging. Copper looks weak. And the Fed might be on the edge of politicized yield curve control. Mikeâs thesis? Weâre not in a new bull market. Weâre in the calm before a storm. ~~~~~ đ KGeNâs VeriFi: Grow your reach, not your a...
Sep 18, 2025â˘54 min
In this episode, macro analyst Chris Whalen joins Milk Road Macro to expose the uncomfortable truth behind the U.S. financial system: inflation is no accident, itâs the plan. We dig into how the Fed became a hostage to politics, why the Treasury market is one bad move away from collapse, and why gold might outperform Bitcoin in the coming storm. ~~~~~ đ KGeNâs VeriFi: Grow your reach, not your ad spend: â â â https://out.milkroad.com/KGeN2025Podcastâ â â ~~~~~ â â â đ Macro moves markets, get ahead o...
Sep 16, 2025â˘49 min
In this episode of Milk Road Macro, weâre joined by macro wizard and chart-whisperer Caleb Franzen to break down why these rate cuts are different, how to read real-time inflation, and why technicals beat headlines. If you think the Fed, CPI, and labor data tell you whatâs coming, youâre already late. Caleb shares his top signal for stacking Bitcoin, the one chart thatâs flashing âbullish,â and why asset prices are the most honest signal in macro. ~~~~~ đ KGeNâs VeriFi: Grow your reach, not you...
Sep 11, 2025â˘43 min
The Fed is stuck. Inflation wonât die. The labor market is cracking. And Congress? Still on a spending spree. In todayâs episode of Milk Road Macro, economist Samim Ghamami (ex-SEC, ex-Fed, ex-Goldman) joins us to break down what happens when both fiscal and monetary policy stop working, and why it could lead to a stagflation spiral the Fed canât escape. ~~~~~ đ Helpful Resources đ đĽ PRO | The risk-on environment remains đ https://milkroad.com/macro/the-risk-on-environment-remains/ ~~~~~ â â â ...
Sep 09, 2025â˘42 min
In this episode, we sit down with Quinn Thompson (founder of Lekker Capital and macro strategist) to unpack why global bond yields are exploding, how the Fed is trapped between inflation and recession, and why gold and Bitcoin might be the only lifeboats left. Governments are still spending like itâs 2020, but nobody wants to buy their debt anymore. So what happens when the worldâs largest borrower runs out of buyers? ~~~~~ đ KGeNâs VeriFi: Grow your reach, not your ad spend: â https://out.milkr...
Sep 04, 2025â˘48 min
In this episode, we sit down with economist and prediction market pioneer Robin Hanson to explore how betting markets could completely transform decision-making, from government data to crypto governance, and even central banking. Prediction markets donât care about credentials; they care about truth. So why arenât they everywhere? And what does crypto have to do with it? ~~~~~ đ KGeNâs VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast ~~~~~ â â â đ Macro moves...
Sep 02, 2025â˘43 min
In this episode, we sit down with Scott Melker to unpack the most important force in global markets right now: liquidity cycles. From the Fedâs next move to Trumpâs quiet takeover of U.S. monetary policy, this conversation dives deep into the macro dynamics shaping Bitcoin, equities, and the future of crypto regulation. ~~~~~ đ KGeNâs VeriFi: Grow your reach, not your ad spend: â https://out.milkroad.com/KGeN2025Podcastâ ~~~~~ â â â đ Macro moves markets, get ahead of the game with Milk Road Macr...
Aug 28, 2025â˘50 min
In this episode of Milk Road Macro, Fidelity Digital Asset's VP of Research, Chris Kuiper, reveals why the real institutional crypto wave hasnât even started yet, and whatâs building behind the scenes. From broken bond markets to exploding ETF demand, Kuiper lays out why Bitcoin may no longer be a ârisk-on assetâ⌠and why every portfolio manager is about to have their âoh sh*tâ moment. ~~~~~ đ KGeNâs VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast ~~~~~ đ¨ W...
Aug 26, 2025â˘44 min
The macro landscape is on fire, inflationâs back, unemployment is creeping up, and nobody can agree if weâre in inning 3 or staring down the top. In this episode, Kyle Reidhead joins us to break down what the hell is really going on. Are we heading for a blowoff top, a soft landing, or just vibing sideways while AI eats the world? We talk rate cuts, stablecoins, digital asset treasuries, and why this time might be different (even if that phrase terrifies smart people). ~~~~~ đ Stop leaving your...
Aug 21, 2025â˘50 min
In this episode, we bring on veteran macro strategist Craig Shapiro to unpack the K-shaped economy, where the rich get richer, and everyone else gets wrecked. From the Fedâs quiet surrender to inflation to the political theater behind rate cuts, this conversation digs into the truths behind todayâs distorted markets. ~~~~~ đ Subscribe to Milk Road Macro Channels: â â â â â â â â â â â â â â â â https://www.youtube.com/@MilkRoadMacroâ â â â â â đ Macro moves markets, get ahead of the game with Milk Road Macro New...
Aug 19, 2025â˘42 min
In todayâs episode, we get into the heart of Bitcoinâs bull run with Charles Edwards, founder of Capriole Investments, the guy whose charts institutions are watching. From MicroStrategyâs high-stakes Bitcoin playbook to 150+ digital asset treasury companies now buying BTC daily, this episode breaks down the macro forces driving Bitcoin to potentially new all-time highs. ~~~~~ đ Stop leaving yourself vulnerable to data breaches. Get a 14-day free trial and see if any of your data has been expose...
Aug 14, 2025â˘49 min
In this episode of Milk Road Macro, John Gillen interviews Ram Ahluwalia, founder and CEO of Lumina Wealth, for a deep dive into the macroeconomic trends shaping the financial world. Ram provides his expert analysis on the rise of stablecoins, the future of Federal Reserve policy, and the economic impact of artificial intelligence. ~~~~~ đ° Borrow funds, keep your crypto. All on the Nexo platform: â â https://out.milkroad.com/Nexo2025Q3Podcastâ â đŚ Unlock 9% APY on your cash, lend like a bank with...
Aug 12, 2025â˘43 min
In todayâs episode, we flip the script and interview our own host, John Gillen, a former BlackRock investor turned crypto macro expert, to reveal the exact framework he uses to navigate markets, inflation, and crypto cycles. We break down why debt is the new money, how to spot where we are in the economic cycle, and where the smart money is moving. ~~~~~ đ° Borrow funds, keep your crypto. All on the Nexo platform: â https://out.milkroad.com/Nexo2025Q3Podcastâ đŚ Unlock 9% APY on your cash, lend l...
Aug 07, 2025â˘45 min
In this episode, we sit down with Michael Howell, the godfather of global liquidity, to decode the real risks lurking behind todayâs markets. Forget the noise about rate cuts or inflation targets; the real story is about monetary inflation, fiscal dominance, and a looming $40 trillion debt rollover that could flip the financial system upside down. ~~~~~ đ° Borrow funds, keep your crypto. All on the Nexo platform: https://out.milkroad.com/Nexo2025Q3Podcast đŚ Unlock 9% APY on your cash, lend like...
Aug 05, 2025â˘51 min
The Fed just did nothing â again. No rate cut. But markets went haywire anyway. Whatâs going on? Is Jerome Powell bluffing? Are gold bugs in denial? And why are traders like Tony Greer suddenly eyeing Bitcoin over precious metals? In todayâs episode of Milk Road Macro, we break down everything from the July FOMC meeting to the unseen forces driving the dollar, equities, crypto, and commodities. Legendary trader Tony Greer (ex-Goldman Sachs, founder of TG Macro) joins us to explain why Trumpâs pr...
Jul 31, 2025â˘44 min
In this episode of Milk Road Macro, we dive into the Fedâs next big move â and why most of the Board of Governors are flying blind on the biggest tech shift in a generation. Former Soros family office macro chief PDS joins to unpack how Trumpâs trade and immigration policies are clouding the Fedâs view, why AI could be a major deflationary force, and how ignoring it may lead to policy missteps. We break down what the FOMC is focused on (and what theyâre missing), how AI is transforming the labor...
Jul 29, 2025â˘45 min
In this episode of Milk Road Macro, we break down why the U.S. economy is quietly heating up, and why a rate cut now could send us straight into an inflationary firestorm. Former hedge fund manager and macro strategist Danny Dayan joins to reveal why financial conditions arenât as tight as they seem, what the Fed is getting dangerously wrong, and how the White House may be setting the stage for a historic policy blunder. ~~~~~ đ Get no trading fees for your first $25K in trading volume on Defin...
Jul 23, 2025â˘46 min
