Podcast Episodes
Back to Search
Stablecoins Are Eating the World, Fed Shift Ahead, AI Prints Billions w/ Ram Ahluwalia
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…
Published on 1Â month ago
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, infl…
Published on 1Â month, 1Â week ago
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; th…
Published on 1Â month, 1Â week ago
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 eyein…
Published on 1Â month, 2Â weeks ago
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 offic…
Published on 1Â month, 2Â weeks ago
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 a…
Published on 1Â month, 3Â weeks ago