The Fed Is Wrong About AI and the Economy w/ PDS

Why Government Debt Is Breaking the Global Economy w/ Quinn Thompson

In this episode, we sit down with Quinn Thompson (founder of Lekker Capital and macro strategist) to unpack why global bond ...

MACROSEP 4 2025

How Prediction Markets Could Forever Change The Macro Landscape w/ Robin Hanson

In this episode, we sit down with economist and prediction market pioneer Robin Hanson to explore how betting markets could ...

MACROSEP 2 2025

Macro's Biggest Force: How Changing Liquidity Cycles Drive Bitcoin & The Market w/ Scott Melker

In this episode, we sit down with Scott Melker to unpack the most important force in global markets right now: liquidity cycles.

MACROAUG 28 2025

Why Wall Street is About to Rush Into Crypto w/ Christopher Kuiper

In this episode of Milk Road Macro, Fidelity's VP of Research, Chris Kuiper, reveals why the real institutional crypto wave hasn't ...

MACROAUG 26 2025

Milk Road Macro Breakdown Market Panic w/ Kyle Reidhead

The macro landscape is on fire, inflation's back, unemployment is creeping up, and nobody can agree if we're in inning 3 or ...

MACROAUG 21 2025

K-Shaped Economic Crisis: Why the Economy’s Split Between Boom and Doom w/ Craig Shapiro

In this episode, we bring on veteran macro strategist Craig Shapiro to unpack the K-shaped economy, where the rich get richer, ...

MACROAUG 19 2025

Bitcoin’s Golden Bull Run: Treasury Companies, Institutions & Macro Analysis w/ Charles Edwards

In today's episode, we get into the heart of Bitcoin's bull run with Charles Edwards, founder of Capriole Investments, the guy ...

MACROAUG 14 2025

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 ...

MACROAUG 12 2025

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 ...

MACROAUG 7 2025

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 ...

MACROAUG 5 2025

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?

MACROJUL 31 2025

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 ...

MACROJUL 23 2025

Time To Go All-in Or Correction Incoming?