In today’s episode, legendary forecaster Harry Dent breaks down why demographics, not politicians, not central banks, drive every boom and bust. And according to him, the demographic math is flashing a massive red alert. From a $29 trillion “artificial boom” to a potential 90% Nasdaq wipeout, Dent lays out a brutally honest roadmap for what comes next… and why the U.S. may be headed for the kind of crash no stimulus can prevent.
~~~~~
🔧 Build Without Compromise With Quicknode:
https://out.milkroad.com/Quicknode2025PodcastMRMacro
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Harry Dent
Website: https://harrydent.com/
YouTube: https://www.youtube.com/@hsdentfinancial/featured
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In today’s episode, Brent Johnson drops one of the most ambitious macro frameworks we’ve ever covered and explains why it may be pointing to the investment opportunity of the century. From stablecoins reshaping global power to the U.S.-China economic breakup, to a looming liquidity crunch that almost no one is prepared for… this conversation is a masterclass in how the world really works behind the headlines.
~~~~~
🔧 Build Without Compromise With Quicknode:
https://out.milkroad.com/Quicknode2025PodcastMRMacro
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Santiago Capital: https://x.com/SantiagoAuFund
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
The Powell era may be coming to an end, and what comes next could flip markets upside down. In this episode, macro veteran Barry Knapp breaks down why the Federal Reserve is misreading inflation, ignoring labor market signals, and risking a serious policy error. But here’s the twist: a new Fed Chair could be seated as early as January, and with it… a whole new monetary regime.
~~~~~
🔧 Build Without Compromise With Quicknode:
https://out.milkroad.com/Quicknode2025PodcastMRMacro
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Barry Knapp: https://x.com/barryknapp
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
What really happened in Trump’s latest “deal” with China? In this episode, global trade expert Brad Setser breaks down the high-stakes handshake between the U.S. and China, and reveals why it might not be the win it’s being sold as. From rare earth retaliation to weaponized tariffs and Apple’s unintended role in building China’s industrial dominance, this one peels back the curtain on the most important economic rivalry of our time.
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Brad Setser: https://x.com/Brad_Setser
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode, macro veteran Michael Pento joins us for a no-BS breakdown of the ticking time bomb hiding in plain sight. He called the housing bubble in 2005. Now, he’s sounding the alarm again, except this time, the setup is even worse. Will the Fed trigger a full-blown bond revolt? Can they print their way out again without destroying the dollar? And why is Pento still long the market even as he’s warning of collapse?
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Michael Pento: https://linktr.ee/michaelpento
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode, Swissblock and Glassnode co-founder Yann Allemann joins us to break down the most important (and misunderstood) force in markets right now: liquidity. The Fed is cutting rates. QT is ending. Bitcoin crashed, then bounced. S&P targets are flying. And institutional capital is rotating faster than retail can blink. Is this a blow-off top, a melt-up, or the most dangerous bull trap in recent history?
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Yann Allemann: https://x.com/Negentropic
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
The Fed just cut rates to 4% and ended quantitative tightening, but according to legendary hedge fund manager Bill Fleckenstein, none of that actually matters. In this episode, Bill breaks down why the market’s on autopilot, what’s really driving this bull run (hint: it’s not Powell), and why things could spiral fast when the music stops.
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Bill Fleckenstein: https://x.com/fleckcap
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In today’s episode of Milk Road Macro, Santiago Santos breaks down the seismic shift happening beneath the surface of global finance. From the Fed’s surprising embrace of stablecoin infrastructure to how AI agents will use USDC like cash, this is a front-row seat to the real stablecoin takeover, not the hype, but the plumbing.
~~~~
📚 Helpful Resources 📚
🥛 The Fed’s running it hot and the bears are wrong 🐂
https://link.milkroad.com/macro-fed-analysis-10/05-pod
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Santiago R Santos: https://x.com/santiagoroel
Inversion: https://x.com/inversion_cap
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
The Fed says inflation is under control. Vincent Deluard says: not even close. In this episode, we dig into why inflation is here to stay, why the Fed has become a political tool, and how the era of fiscal dominance is reshaping everything.
~~~~
📚 Helpful Resources 📚
🥛 The Fed’s running it hot and the bears are wrong 🐂
https://link.milkroad.com/macro-fed-analysis-10/05-pod
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Vincent Deluard: https://x.com/VincentDeluard
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode, chart master Caleb Franzen returns to break down why the recent volatility in Bitcoin, stocks, and gold isn’t a sign of a bear market, but actually one of the most compelling buying opportunities in months. With Powell signaling rate cuts, M2 liquidity rising, and credit spreads holding strong, Caleb argues that the macro backdrop still screams risk-on, if you know where to look.
~~~~
📚 Helpful Resources 📚
🥛 The Fed’s running it hot and the bears are wrong 🐂
https://link.milkroad.com/macro-fed-analysis-10/05-pod
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Caleb Franzen: https://x.com/CalebFranzen
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode of Milk Road Macro, we sit down with Benn Eifert, fund manager and derivatives expert, to uncover the truth behind retail trading, leverage blowups, perpetual futures, and the myth of “democratized finance.” From meme-stock mania to zero-day options and 100x leverage, this is a deep dive into how modern markets really work and who’s profiting when you get liquidated.
~~~~
📚 Helpful Resources 📚
🥛 The Fed’s running it hot and the bears are wrong 🐂
https://link.milkroad.com/macro-fed-analysis-10/05-pod
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Benn Eifert: https://x.com/bennpeifert
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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 $150K? Gold at $5K?!), this one’s a no-holds-barred macro masterclass. She’s calling a global secular bull market, warning of a massive bubble by 2030, and breaking down why tech, semis, gold, and crypto are all still in beast mode, for now.
~~~~
📚 Helpful Resources 📚
🥛 The Fed’s running it hot and the bears are wrong 🐂
https://link.milkroad.com/macro-fed-analysis-10/05-pod
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Mary Ann Bartels: https://www.linkedin.com/in/mary-ann-bartels-632577225/
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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 the biggest blow-off top of all time? And how will you know when it’s time to jump ship?
~~~~~
📚 Helpful Resources 📚
🥛 The Fed’s running it hot and the bears are wrong 🐂
https://link.milkroad.com/macro-fed-analysis-10/05-pod
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-macro-free-signup
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Henrik Zeberg: https://x.com/HenrikZeberg
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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 looks more like the post‑war 1950s than anything we’ve seen since. Mel was one of the first to call the “Debasement Trade” and predicted this year’s epic run across assets. In this conversation, he explains what’s driving the everything‑everywhere rally, why the Fed’s hidden third mandate matters for investors, and how you can position yourself for the next big move.
~~~~~
📚 Helpful Resources 📚
🥛 The Fed’s running it hot and the bears are wrong 🐂
https://link.milkroad.com/macro-fed-analysis-10/05-pod
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-free-signup
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Mel Mattison: https://x.com/MelMattison1
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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 why the real driver of markets isn’t interest rates, it’s money supply. Hanke, who literally wrote the book on hyperinflation and dollarization, makes the case that the Fed’s obsession with rate hikes is a dangerous distraction, and that we’re already seeing the consequences: a global capital stampede into gold, USD assets, and Bitcoin.
~~~~~
🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:
https://out.milkroad.com/KGeN2025Podcast
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-free-signup
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
📚 Helpful Resources 📚
Capital, Interest, and Waiting
Controversies, Puzzles, and New Additions to Capital Theory
https://link.springer.com/book/10.1007/978-3-031-63398-0
Making Money Work: How to Rewrite the Rules of Our Financial System
https://www.amazon.com/Making-Money-Work-Rewrite-Financial/dp/1394257260
~~~~~
🎙 GUEST INFO 🎙
Steve Hanke: https://x.com/steve_hanke
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
AI isn’t just changing the world; it’s rewriting the rules of the global economy. In this episode of Milk Road Macro, we sit down with legendary investor and macro thinker Jordi Visser to unpack how artificial intelligence is transforming jobs, capital markets, and even crypto itself. Everyone’s talking about “AI bubbles” and “AI hype,” but what’s really happening under the surface? Why are data centers and semiconductors suddenly the hottest macro trade? And why does Visser call Bitcoin the purest AI play on the market?
~~~~~
📚 Helpful Resources 📚
🥛 Why AI is key for the US economy 🤖
https://milkroad.com/macro/why-ai-is-key-for-the-us-economy/
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://link.milkroad.com/pod-free-signup
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pod-macro-pro-signup
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Jordi Visser
Substack: https://substack.com/@visserlabs
YouTube: https://www.youtube.com/@JordiVisserlabs
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode, Kyle Reidhead breaks down why we’re 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 Bitcoin’s 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.
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://milkroadmacro.beehiiv.com/subscribe
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Kyle Reidhead: https://x.com/KyleReidhead
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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 paper’s 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?
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://milkroadmacro.beehiiv.com/subscribe
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Melody Wright: https://x.com/m3_melody
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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. Mike’s thesis? We’re not in a new bull market. We’re in the calm before a storm.
~~~~~
🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:
https://out.milkroad.com/KGeN2025Podcast
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://milkroadmacro.beehiiv.com/subscribe
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Mike McGlone: https://x.com/mikemcglone11
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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, it’s 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.
~~~~~
🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:
https://out.milkroad.com/KGeN2025Podcast
~~~~~
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:
https://milkroadmacro.beehiiv.com/subscribe
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road Twitter: https://x.com/MilkRoadMacro
👉 YouTube: https://www.youtube.com/@MilkRoadMacro
👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE
👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405
~~~~~
🎙 GUEST INFO 🎙
Chris Whalen: https://x.com/rcwhalen
Website: https://www.theinstitutionalriskanalyst.com/
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.