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The AI Acceleration Era: The Economic Shift That Will Define the Next Decade w/ Tad Smith
In today’s episode, former Sotheby’s CEO, NYU professor, Tad Smith breaks down the macro transformation happening beneath the headlines: soaring productivity, softening labor markets, and the rise of…
Published on 1Â month ago
Dan Tapiero's Macro Outlook: Why Markets Will Rip Into 2026
In this episode, Dan explains why this brutal Bitcoin pullback isn’t the start of a bear market… but the mid-cycle cleanup before an explosive run into 2026. He breaks down the real macro forces at p…
Published on 1Â month, 1Â week ago
Harry Dent: Demographics Run the Economy & They’re Pointing to a Massive Crash
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…
Published on 1Â month, 1Â week ago
The Dollar Milkshake Theory & The Investment of The Century w/ Brent Johnson
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 stablecoin…
Published on 1Â month, 2Â weeks ago
Is the Fed Losing Control? Why a Leadership Change Could Reshape Markets w/ Barry Knapp
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, ign…
Published on 1Â month, 2Â weeks ago
China Trade War: Trump’s Deal Changes Everything (or Nothing?) w/ Brad Setser
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 n…
Published on 1Â month, 3Â weeks ago
Credit, Housing, and Stocks: How The Fed Has Created The Biggest Bubble of All Time w/ Michael Pento
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, e…
Published on 1Â month, 3Â weeks ago
Bear Trap, Bull Run, or Blow Off Top? Where Is The Market Going Next w/ Yann Allemann
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…
Published on 1Â month, 4Â weeks ago
Why The Fed is Pouring Fuel on This Bull Run w/ Bill Fleckenstein
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 t…
Published on 2Â months ago
How Stablecoins Are Taking Over The Dollar, Business, & The Federal Reserve w/ Santiago Santos
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…
Published on 2Â months ago