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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.
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After an incredible year of interviews, market analysis, and macro investing insights, it’s time for the next chapter.
We’re expanding our macro coverage across the entire Milk Road network, which means new episodes will no longer be published on the Milk Road Macro channel.
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📈 Looking for macro analysis focused on crypto and digital assets?
👉 Subscribe to the Milk Road Crypto channel: https://www.youtube.com/@UCEaYvbpM1JI2HWKvnikBT-g
📊 Interested in equities, markets, and the broader macro landscape?
👉 Subscribe to the Milk Road AI channel: https://www.youtube.com/@UCWPil6c2lnmMbh2cJRwuHzQ
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You’ll also find John’s new weekly Macro Snapshot in the Milk Road newsletter, featuring insights from the brand-new Milk Road Macro Index, a framework built using 20 macro indicators to help investors cut through the noise. Milk Road Pro members will also get daily access to the Macro Index, John’s portfolio, and our analysts’ latest investment ideas.
Most importantly, thank you to everyone who has watched, supported, and been part of this journey. Your support has meant everything, and we’re excited to continue bringing you actionable investing insights across the Milk Road network.
See you on the next channel, and as always, stay safe, stay educated, and stay bullish!
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🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
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In this episode of Milk Road Macro, Mel Mattison joins us to break down the biggest macro trends shaping markets right now. We dive into the Fed’s latest decision under new Chair Kevin Warsh, why Mel believes rate cuts are more likely than most investors expect, and how falling oil prices could create a surprisingly bullish setup for risk assets. We also discuss why gold, silver, miners, and emerging markets may be the biggest opportunities heading into the second half of 2026, while most investors remain focused on AI stocks and the SpaceX IPO.
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🥛 Your Edge in Macro Investing (Newsletter).
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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
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Everyone is chasing the same trades: AI stocks, SpaceX, and the biggest IPOs in history. But what if the best opportunities are hiding where nobody is looking? Jonathan Wellum (founder and CEO of Rocklinc Investment Partners) joined us to explain why disciplined investors should focus on overlooked sectors, ignored businesses, and long-term fundamentals instead of following the crowd. The most crowded trades have the most people to disappoint. The best returns usually come from the places nobody bothered to look.
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🚀 Real liquidity, real dividends, and just 0.04% fees- check out Bitget Stocks 2.0
⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
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🥛 Your Edge in Macro Investing (Newsletter).
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Jonathan Wellum: https://x.com/JonathanWellum
📋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
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🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
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Markets are hitting new highs. AI stocks are soaring. SpaceX, OpenAI, and Anthropic are gearing up for massive IPOs. But according to macroeconomist Henrik Zeberg, the real story is what happens next. Henrik believes we're in the final stage of the biggest financial bubble in history. And here's the twist: the most explosive rally might still be ahead of us. Before a major bear market begins. One last rip. Then the rug. That's the thesis. And he makes it hard to dismiss.
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🥛 Your Edge in Macro Investing (Newsletter).
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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
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🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
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Is the U.S. housing market much weaker than the official data suggests? Melody Wright joined Milk Road Macro after driving 3,000+ miles across 13 states to find out what's actually happening on the ground. Her conclusion: the housing crisis has already begun. Most investors just can't see it yet. She argues housing inventory is being undercounted, foreclosure risks are rising, and the data everyone relies on is missing the real story. The spreadsheet says one thing. The streets say something completely different.
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⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
📱 Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.
🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10.
~~~~~~
🥛 Your Edge in Macro Investing (Newsletter).
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🥛 Reach ambitious investors, builders & innovators.
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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
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🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
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Michael Howell (Founder & CEO of CrossBorder Capital) joined Milk Road Macro to break down why global liquidity is slowing, why the Fed has quietly injected hundreds of billions into the financial system, and why Treasury market stress could become the most important story investors aren't paying attention to right now. The Fed isn't making announcements. There's no press conference. No "QE is back" headline. Just quiet injections. In the background. While everyone watches the stock ticker. The most important things in markets are almost always the ones happening where nobody's looking.
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⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
📱 Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.
🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10.
~~~~~~
🥛 Your Edge in Macro Investing (Newsletter).
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Michael Howell: https://substack.com/@capitalwars
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
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🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
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Markets are hitting new all-time highs. AI stocks are leading the rally. Investors are still betting on lower rates. So... what could possibly go wrong? Jim Bianco of Bianco Research joined Milk Road Macro to explain why he thinks the market might be massively underestimating one of the biggest risks in the global economy right now: energy. Jim breaks down why the Strait of Hormuz matters way more than most investors realize, how global oil inventories are getting quietly depleted, and why treating structural problems as temporary liquidity issues has been the common thread behind nearly every major financial crisis.
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⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
📱 Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.
🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10.
~~~~~~
🥛 Your Edge in Macro Investing (Newsletter).
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Jim Bianco
X: https://x.com/biancoresearch
Website: https://www.biancoresearch.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
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🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
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In today's episode, we break down why oil prices are falling despite the closure of the Strait of Hormuz, how the bond market is reacting to a new Federal Reserve chairman, and why tech and semiconductor stocks are pushing to unstoppable all-time highs.
Tony Greer explains why he is pivoting away from the natural resources and inflation scare, why the "Sideshow" in tech doesn't care about old-school market rules, and how Nvidia continues to carry the weight of a historic equities rally. We dive deep into how a historic $4 trillion wave of upcoming tech IPOs could vacuum all the liquidity out of the room, and how the Trump administration is weaponizing domestic semiconductor investments like Intel as a matter of absolute national security.
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⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
📱 Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.
🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10.
~~~~~~
🍺 Your Edge in Macro Investing (Newsletter).
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Tony Greer: https://x.com/TgMacro
Substack: https://tgmacro.substack.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
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🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
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In today's episode, we break down why the intersection of global geopolitics and artificial intelligence is creating a massive macro realignment, how supply-side inflation is forcing central banks into structural policy mistakes, and why the global "AI race" is fundamentally tied to energy dominance.Michael Nicoletos, founder and CEO of Defy Advisors, explains why a temporary truce in the Strait of Hormuz won't stop the U.S. from leveraging control over global energy supplies to corner China, why traditional interest rate hikes fail to fix supply-side energy shocks, and why the Federal Reserve is ultimately positioned to choose rate cuts over an economic depression.
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⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
📱 Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.
🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10.
~~~~~~
🍺 Your Edge in Macro Investing (Newsletter).
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Michael Nicoletos: https://x.com/mnicoletos
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
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🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
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Andreas Steno Larsen joined us on Milk Road Macro to break down why the bond market might have entered a structural bear market. Yet at the same time, liquidity is still flooding into risk assets. And AI stocks and semiconductors keep ripping higher despite rising yields, inflation fears, and geopolitical chaos. How does that math work? That's what we get into. And the answer changes how you should think about pretty much every asset class right now. Two opposite things can be true at the same time. That's where the opportunity is hiding.
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⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
📱Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.
~~~~~
🥛 Your Edge in Macro Investing (Newsletter).
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Andreas Steno Larsen: https://x.com/AndreasSteno
📃 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
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🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
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We sat down with macro strategist Eric Wallerstein on Milk Road Macro to break down why geopolitical chaos might actually be fueling the next leg higher for U.S. markets. Counterintuitive? Yes. But hear him out. Most investors are obsessing over recession fears, inflation, and Fed policy. Eric thinks the real story is way bigger. The world is fragmenting. Europe is weakening. China is playing defense. And America just keeps quietly consolidating economic power. When the world breaks, capital flows somewhere. And right now, "somewhere" looks a lot like the U.S.
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⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
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🥛 Your Edge in Macro Investing (Newsletter).
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Eric Wallerstein: https://x.com/ericwallerstein
📃 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
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🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
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Is the world entering the final stages of U.S. dollar dominance? Matthew Piepenburg joined Milk Road Macro for a deep dive into the global monetary system, the future of the U.S. dollar, rising geopolitical tensions, and why he thinks gold is signaling a major shift in the world economy. We get into the growing de-dollarization trend, the strategic importance of the petrodollar system, and why the Strait of Hormuz has quietly become one of the most important macro flashpoints on the planet. The dollar isn't dying tomorrow. But the foundation is cracking.
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⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
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🥛 Your Edge in Macro Investing (Newsletter).
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Matthew Piepenburg: https://vongreyerz.gold/
📃 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
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Legendary financial advisor and bestselling author Ric Edelman joined Milk Road Macro to explain why Bitcoin adoption is becoming inevitable. And why Wall Street is finally going all-in on crypto. We break down the massive shift happening across institutional finance. Banks. Wealth managers. Pension funds. Major financial advisors. They're all starting to integrate Bitcoin and digital assets into traditional portfolios. Ric explains why the Clarity Act could be a historic turning point for crypto regulation, why stablecoins are quietly threatening the banking system, and why firms like Morgan Stanley are already getting ready for the next wave of institutional Bitcoin adoption. The suits are coming. Some are already here. And they're not playing around.
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⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🥛 Your Edge in Macro Investing (Newsletter).
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Ric Edelman
X: https://x.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
Website: https://dacfp.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
-
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.
~~~~~
Markets just pulled off one of the sharpest bullish reversals in history. And according to Fundstrat's Mark Newton, there's STILL no reason to be bearish right now. We sat down with Mark Newton (Managing Director and Head of Technical Strategy at Fundstrat Global Advisors) on Milk Road Macro to figure out what's actually going on. Why do stocks keep ripping higher despite war headlines, inflation fears, rising yields, and extreme investor skepticism? Spoiler: the charts don't care about your feelings. Mark breaks down what the data is actually saying. And it's a very different story from what your Twitter feed is screaming about.
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⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🥛 Your Edge in Macro Investing (Newsletter).
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Mark Newton: https://x.com/MarkNewtonCMT
📃 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
-
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.
~~~~~
In today’s episode, we sat down with market veteran Clem Chambers on Milk Road Macro to break down the massive structural shifts happening in the global economy right now. Energy. AI. Geopolitics. They're about to reshape... pretty much everything. We dig into the renewed Iran conflict, oil supply risks, and how a single bottleneck in the global energy system could trigger inflation, supply shocks, and serious market volatility. Clem explains why "the market already knows what's happening" before the rest of us do, how capital flows signal real-world events before they hit the headlines, and why assets like Bitcoin tend to spike during geopolitical instability. The market is whispering. Most people aren't listening yet.
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⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🥛 Your Edge in Macro Investing (Newsletter).
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Clem Chambers
X: https://x.com/ClemChambers
YouTube: https://www.youtube.com/@ClemChambersAlpha
Substack: https://clemishere.substack.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
-
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.
~~~~~
Lance Roberts came on the show with a take that's gonna make some people uncomfortable. The return of bullish sentiment? Might actually be a warning sign. Not a green light. There's a potential leadership shift coming at the Fed. Oil prices are spiking on geopolitical tensions. Stocks are camped out near all-time highs. The macro setup is getting really fragile. Even if the headlines look great. When everyone's bullish at the same time... that's usually when you should start paying attention.
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⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🥛 Your Edge in Macro Investing (Newsletter).
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Lance Roberts
X: https://x.com/LanceRoberts
YouTube: https://www.youtube.com/@TheRealInvestmentShow
RIA: https://realinvestmentadvice.com/invest/
📃 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
-
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.
~~~~~
Tavi Costa, founder of Azuria Capital, breaks down why the current energy crisis in the Middle East and the closure of the Strait of Hormuz are just the beginning of a massive structural shift in global markets. Tavi explains why he believes the U.S. debt trajectory will force aggressive rate cuts and a weakening dollar, creating a "perfect storm" for tangible assets like gold, silver, and copper. We dive deep into his conviction on Latin America as a primary beneficiary of de-globalization, and why agricultural commodities and fertilizers are the next "dominoes" to fall in this inflationary era.
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⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🥛 Your Edge in Macro Investing (Newsletter).
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Tavi Costa: https://x.com/TaviCosta
Substack: https://tavicosta.substack.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
-
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.
~~~~~
Markets are ripping to fresh all-time highs while headlines keep screaming recession, inflation, war, and general chaos. So what's actually going on? We sat down with macro analyst Caleb Franzen on Milk Road Macro to figure it out. Why are stocks pushing higher despite the world supposedly ending? Why do the S&P 500 and Nasdaq keep flashing bullish momentum? And what are the charts actually telling investors right now? We dig into market breadth, inflation risks, Fed policy, labor market strength, M2 liquidity, and why this bull market might have way more gas in the tank than people think. The headlines say one thing. The charts say another. Someone's lying.
~~~~~
⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
~~~~~
🥛 Your Edge in Macro Investing (Newsletter).
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Milton Berg: https://x.com/BergMilton
📃 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
-
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.
~~~~~
Markets are ripping to fresh all-time highs while headlines keep screaming recession, inflation, war, and general chaos. So what's actually going on? We sat down with macro analyst Caleb Franzen on Milk Road Macro to figure it out. Why are stocks pushing higher despite the world supposedly ending? Why do the S&P 500 and Nasdaq keep flashing bullish momentum? And what are the charts actually telling investors right now? We dig into market breadth, inflation risks, Fed policy, labor market strength, M2 liquidity, and why this bull market might have way more gas in the tank than people think. The headlines say one thing. The charts say another. Someone's lying.
~~~~~
⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
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Caleb Franzen: https://x.com/CalebFranzen
Cubic Analytics: https://cubicanalytics.substack.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
-
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.
~~~~~
The S&P 500 is ripping. Oil is all over the place. Inflation is creeping back in like that roommate who "just needs one more month." But underneath all that? The macro regime is changing. Bob Elliott (CEO & CIO of Unlimited Funds, former Bridgewater guy) laid it out on the show. That cozy environment from the last decade - low inflation, global stability, cheap money - is fading. Fast. The problem: most portfolios are still built for a world that doesn't exist anymore. We get into why this rally might be a head fake, why earnings expectations could be way off, and why nobody's taking rising geopolitical conflict seriously enough. The rules changed. If your strategy didn't change with them... that's a problem.
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⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20.
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Bob Elliott
X: https://x.com/BobEUnlimited
YouTube: https://www.youtube.com/@BobEUnlimited
Substack: https://bobeunlimited.substack.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
- Se mer
