Milk Road's Macro Framework: How The Big Picture Empowers Investors w/ John Gillen
In today’s 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. ~~~~~💰 Borrow funds, keep your crypto. All on the Nexo platform:https://out.milkroad.com/Nexo2025Q3Podcast🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets: https://out.milkroad.com/FigureMarkets2025PodcastDisclaimer: https://milkroad.com/figure-markets-disclaimer/~~~~~🔔 Subscribe to Milk Road Macro Channels: https://www.youtube.com/@MilkRoadMacro🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://milkroadmacro.beehiiv.com/subscribe💰 Go PRO and become a better investor with the #1 crypto research and analysis:https://milkroad.com/offer/sign-up-for-pro/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-pro&utm_content=aug_07_25💸 Get your pain-free crypto portfolio GUIDE for 2025:https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast~~~~~🕶️ Hold your value. Hide your moves. Claim your $NIGHT airdrop now at midnight.gd.https://out.milkroad.com/Midnight2025Podcast~~~~~✊ Follow Milk Road Macro on Social Media:👉 Milk Road Twitter: https://x.com/MilkRoadMacro👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405~~~~~🎙 GUEST INFO 🎙John Gillen: https://x.com/BitcoinJesus17📃 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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Surviving the Liquidity Crisis: Everything You Need to Navigate This Cycle w/ Michael Howell
In this episode, we sit down with Michael Howell, the godfather of global liquidity, to decode the real risks lurking behind today’s 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.~~~~~💰 Borrow funds, keep your crypto. All on the Nexo platform:https://out.milkroad.com/Nexo2025Q3Podcast🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets: https://out.milkroad.com/FigureMarkets2025PodcastDisclaimer: https://milkroad.com/figure-markets-disclaimer/~~~~~🔔 Subscribe to Milk Road Macro Channels: https://www.youtube.com/@MilkRoadMacro🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://milkroadmacro.beehiiv.com/subscribe💰 Go PRO and become a better investor with the #1 crypto research and analysis:https://milkroad.com/offer/sign-up-for-pro/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-pro&utm_content=aug_05_25💸 Get your pain-free crypto portfolio GUIDE for 2025:https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast~~~~~🕶️ Hold your value. Hide your moves. Claim your $NIGHT airdrop now at midnight.gd.https://out.milkroad.com/Midnight2025Podcast~~~~~✊ Follow Milk Road Macro on Social Media:👉 Milk Road Twitter: https://x.com/MilkRoadMacro👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405~~~~~🎙 GUEST INFO 🎙CrossBorder CapitalX: https://x.com/crossbordercapSubstack: https://capitalwars.substack.com/Website: https://www.crossbordercapital.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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Rate Cut Chaos: Inside the Fed’s July Meeting Standoff w/Tony Greer
The Fed just did nothing — again. No rate cut. But markets went haywire anyway. What’s 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 today’s 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 Trump’s pressure on rates, massive ETF inflows into Bitcoin, and gold’s fake-out rally could define the second half of 2025.This is the kind of deep macro breakdown you won’t get on CNBC. In this episode, you’ll learn:👉 Why the Fed’s “no-cut” stance might be more hawkish than it seems👉 How the U.S. dollar pulled off a surprise reversal — and what that means for your bags👉 Why gold may be headed for a steep correction (and what the Barron’s cover curse has to do with it)👉 Why Tony Greer believes Bitcoin is trading better than gold in 2025👉 What Trump’s rate-cut crusade has to do with housing affordability — and the 2024 election👉 How recent global trade deals are quietly fueling a bull run👉 The truth about retail investors: are they still “dumb money”? Or are they outsmarting the institutions?👉 The one chart Tony is watching to predict the market’s next move (hint: it's not the S&P)~~~~~📈 Get no trading fees for your first $25K in trading volume on Definitive:https://out.milkroad.com/Definitive2025Podcast🏦 Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat:https://out.milkroad.com/Ledn2025Podcast~~~~~🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://milkroadmacro.beehiiv.com/~~~~~✊ Follow Milk Road Macro on Social Media:👉 Milk Road Macro Twitter: https://x.com/MilkRoadMacro👉 Milk Road Macro YouTube: https://www.youtube.com/@MilkRoadMacro~~~~~🎙 GUEST INFO 🎙Tony Greer: https://x.com/TgMacroNewsletter: https://tgmacro.com/the-navigator/ 📃 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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The Fed Is Wrong About AI and the Economy w/ PDS
In this episode of Milk Road Macro, we dive into the Fed’s next big move — 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 Trump’s trade and immigration policies are clouding the Fed’s 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 they’re missing), how AI is transforming the labor market in real time, and why the real risk might be not cutting rates fast enough.~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive:https://out.milkroad.com/Definitive2025Podcast 🏦Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat:https://out.milkroad.com/Ledn2025Podcast~~~~~🌍Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://milkroadmacro.beehiiv.com/~~~~~ ✊Follow Milk Road Macro on Social Media: 👉Milk Road Macro Twitter: https://x.com/MilkRoadMacro 👉Milk Road Macro YouTube: https://www.youtube.com/@MilkRoadMacro~~~~~ 🎙 GUEST INFO 🎙PDS: https://x.com/TopadoDuran 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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The US Economy Is Re-Accelerating & Why Cutting Rates Now Would Be a Disaster w/ Danny Dayan
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 aren’t 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.~~~~~📈 Get no trading fees for your first $25K in trading volume on Definitive:https://out.milkroad.com/Definitive2025Podcast🏦 Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat:https://out.milkroad.com/Ledn2025Podcast~~~~~🔔 Subscribe to Milk Road Macro Channels: https://www.youtube.com/@MilkRoadMacro🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://milkroadmacro.beehiiv.com/subscribe💰 Go PRO and become a better investor with the #1 crypto research and analysis:https://milkroad.com/offer/sign-up-for-pro/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-pro&utm_content=july_23_25💸 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~~~~~🎙 GUEST INFO 🎙Danny Dayan: https://x.com/DannyDayan5📃 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.
Helping everyday people get smarter about macro investing. Learn how global markets impact our favourite risk assets like Bitcoin, tech stocks, and more!
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