China Trade War: Trump’s Deal Changes Everything (or Nothing?) w/ Brad Setser

“You Will Own Nothing” Wasn’t a Warning… It Was the Plan w/ Carol Roth

In this episode of Milk Road Macro, we sit down with Carol Roth to break down the uncomfortable reality behind today’s global economic system and why the loss of ownership isn’t accidental. We explore how years of zero interest rate policy, runaway fiscal spending, and financialization have pushed everyday Americans from ownership into permanent rentership. What’s framed as convenience or progress is, in reality, a structural shift driven by policy choices, not market forces.

Your Macro Framework Is Missing the Strongest Signal in the Market w/ Caleb Franzen

In this episode of Milk Road Macro, market strategist Caleb Franzen breaks down why investors feel more confused than ever, even as markets continue to make new all-time highs.Consumer sentiment is near multi-decade lows. Recession fears are everywhere. Yet retail stocks, discretionary stocks, earnings, and market breadth are all signaling strength.

2026 Will Be a Roller Coaster Market (Here’s How to Survive It) w/ Michael Lebowitz

In this episode of Milk Road Macro, portfolio manager Michael Lebowitz breaks down why passive investing may fail, why volatility is returning, and how investors should think about risk management, portfolio rotation, and survival strategies in the year ahead.

Trump vs Powell: The Battle That Could Break the Fed w/ James Lavish

In this episode of Milk Road Macro, James Lavish joins us to break down the escalating conflict between President Trump and Federal Reserve Chair Jerome Powell and why this battle could threaten the stability of the U.S. financial system.

Jim Bianco Explains Why 2026 Marks the End of the Old Economic Playbook

In this episode of Milk Road Macro, legendary macro analyst Jim Bianco breaks down why 2026 is shaping up to be a regime change, not just another turn in the cycle. From immigration-driven population shifts to sticky inflation, AI-driven productivity, and a Federal Reserve with no clean exit, the old models investors lean on are starting to fail.

How Grift, Fraud, and Debt Are Creating The Biggest Housing Crisis of All Time w/ Melody Wright

In this episode of Milk Road Macro, housing market analyst Melody Wright breaks down why today’s housing crisis isn’t about interest rates or supply shortages… but about grift, policy distortion, and hidden debt that have quietly warped the system over the last decade.

2026 Macro Outlook: The Market Is Sending a Warning After a 3-Year Rally w/ Mark Newton

In this episode of Milk Road Macro, Fundstrat’s head of technical strategy Mark Newton reveals why 2026 is set to be a "choppy" year of consolidation rather than collapse—and identifies the exact months to buy the dip for the next multi-year bull run.

Why 2026 Will Be a Volatile, Politically Driven Market w/ Mel Mattison

In this episode of Milk Road Macro, fintech executive and investor Mel Mattison exposes the plumbing of the financial system - from "shadow" QE to the collateral crisis lurking behind tokenization - and explains why 2026 will be a stock picker’s market where the easy money has already been made.

Milk Road Macro PRO AMA - Dec 16, 2025

2026 Liquidity Outlook: Is the Global Liquidity Cycle Past Its Peak? w/ Michael Howell

In this episode of Milk Road Macro, the godfather of global liquidity breaks down what’s actually driving markets beneath the surface, and why 2026 could look very different from what most investors expect.

Milk Road Macro PRO AMA - Jan 13, 2026

The Fed Has Lost Control of the System, And Nobody Knows How It Ends w/ Chris Irons

In this episode of Milk Road Macro, Chris Irons (aka Quoth the Raven) delivers an unfiltered breakdown of why today’s market is unlike anything we’ve seen before. Record valuations. Exploding debt. The Federal Reserve is trapped between inflation and collapse. And a growing sense that nobody, not policymakers, not investors, really knows how this ends.

Why Silver Is Exploding as the Global Debt System Breaks w/ Francis Hunt

In this episode of Milk Road Macro, veteran trader and macro analyst Francis Hunt (The Market Sniper) lays out why we’ve entered a new financial regime where sovereign debt is no longer a safe asset, currencies are being quietly debased, and hard assets are starting to reprice in real time.

Is This Macro Environment Breaking Crypto or Forcing It to Grow Up? w/ Bart Smith

In this episode of Milk Road Macro, we’re joined by Bart Smith, former head of digital asset strategy at Susquehanna and current CEO of Avalanche Treasury Company, to unpack why crypto’s struggles may have less to do with technology and everything to do with macro, liquidity, and maturity.