VIDEOS
What if the economy you think you’re living in… doesn’t exist anymore? In today’s episode, EB Tucker drops one of the most non-consensus macro takes you’ll hear all year: capitalism isn’t dying, it’s already dead. And what replaced it is something far more engineered, more controlled, and more influential for investors than anyone wants to admit. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs: https://out.milkroad.com/Reserve2025Podcast ~~~~~ 🤖 Get the drama, the deals, and the smartest ways to invest in AI with Milk Road AI: https://milkroad.com/ai/?utm_medium=audio&utm_source=podcast_macro&utm_campaign=20251204_ainl ~~~~~ 🥛 Get smarter about investing with our free newsletters (Crypto, Macro, AI): https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic_macro&utm_campaign=pod-dec4 ⛓️ Swap seamlessly across Ethereum and Solana with Milk Road Swap. Lower fees, easier trades: https://swap.milkroad.com/?utm_medium=social&utm_source=youtube_organic ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Macro 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 🎙 EB Tucker: https://thetuckerletter.substack.com/ ~~~~~ ⏱ TIME POINTS ⏱ 00:00 – Intro 01:34 – Is Capitalism Dead? EB Tucker Explains What Comes After 06:10 – Inside the ‘Managed Economy’: How the System Really Works Now 15:19 – Reserve 15:44 – How Long Can a Managed Economy Last? Tucker’s Outlook 20:30 – The Fed’s Next Move: Liquidity, Cuts, and the Future of Policy 27:36 – AI, Robotics, and the Economic Upheaval They’re About to Trigger 38:21 – Building a Portfolio for a Managed Economy (Tucker’s Playbook) 43:50 – Wrap-Up #macro #gold #dollar 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.
In today’s episode, we get into the story behind gold’s surge, why nations are standing for physical delivery like never before, and how BRICS are building a SWIFT-free, gold-settled financial order through mBridge, multi-jurisdictional vaults, and blockchain rails. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs: https://out.milkroad.com/Reserve2025Podcast ~~~~~ 🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday: https://milkroad.com/subscribe/checkout/macro/?utm_medium=audio&utm_source=podcast_macro&utm_campaign=20251202_blackfriday ~~~~~ 🥛 Get smarter about investing with our free newsletters (Crypto, Macro, AI): https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic_macro&utm_campaign=pod-dec2 ⛓️ Swap seamlessly across Ethereum and Solana with Milk Road Swap. Lower fees, easier trades: https://swap.milkroad.com/?utm_medium=social&utm_source=youtube_organic ~~~~~ 🤖 Subscribe to Milk Road AI channels & learn how to capitalize on the biggest technological change in history: https://linktr.ee/MilkRoadAI 🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/ ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Macro 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 🎙 Andy Schectman: https://x.com/ASchectman ~~~~~ ⏱ TIME POINTS ⏱ 00:00 – Intro 01:38 – Why Gold Is Surging: Breaking Down the Historic Rally & Market Sentiment 04:50 – The Rush for Physical Gold: Who’s Buying and Why It Matters 13:11 – Gold Meets Blockchain: The Rise of Tokenized Gold Products 16:14 – Reserve 16:40 – BRICS, mBridge & the Global Pivot Toward Gold-Backed Settlement 31:50 – The U.S. Is Importing Gold Again: What “Home-Shoring” Signals for the Dollar 34:00 – Gold Revaluation Theory: How a Price Reset Could Reshape Global Markets 41:39 – Silver’s Strategic Importance: Supply Crunch, Industrial Demand & Geopolitics 49:15 – Wrap-Up #macro #gold #dollar 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.
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 AI as a new form of economic capital. It’s a front-row view of the biggest economic shift of the decade, where GDP keeps rising, job demand keeps falling, and society scrambles to redefine purpose in a post-labor world. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs: https://out.milkroad.com/Reserve2025Podcast ~~~~~ 🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday: https://milkroad.com/subscribe/checkout/macro/?utm_medium=audio&utm_source=podcast_macro&utm_campaign=20251127_blackfriday ~~~~~ 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: https://milkroad.com/subscribe/checkout/macro/?utm_medium=social&utm_source=youtube_organic_macro&utm_campaign=pod-nov26 🥛 Get smarter about investing with our free newsletters (Crypto, Macro, AI): https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic_macro&utm_campaign=pod-nov26 ⛓️ Swap seamlessly across Ethereum and Solana with Milk Road Swap. Lower fees, easier trades: https://swap.milkroad.com/?utm_medium=social&utm_source=youtube_organic ~~~~~ 🤖 Subscribe to Milk Road AI channels & learn how to capitalize on the biggest technological change in history: https://linktr.ee/MilkRoadAI 🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/ ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Macro 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 🎙 Tad Smith: https://x.com/tadtweets ~~~~~ ⏱ TIME POINTS ⏱ 00:00 — Intro 01:33 — Is Bitcoin Really in a Bear Market? 03:32 — Accumulating Here or Sitting Out? 04:22 — MicroStrategy Breakdown: Performance, Preferred Shares & Risk/Reward 08:04 — Bitcoin’s Future: Bear Market Lingers or Bullish Setup for 2026? 10:54 — Why Tad Built an AI + Arts Class at NYU: Creativity Meets Technology 13:29 — Reserve 13:55 — What Actually Drives Digital Art Value & Why Collectors Are Warming Up 16:54 — Christie’s Shuts Its Digital Art Department: Graduation or Warning Sign? 19:08 — Teaching AI in the Classroom: How Students Should Use (Not Fear) New Tools 21:29 — AI x Blockchain: The New Frontier for Artists, Collectors & Finance 24:08 — AI Productivity Boom vs. Labor Softness: What It Means for Society 27:08 — Can AI Be Trusted in Healthcare? Standards, Safety & Medical Decision-Making 30:03 — Outsourcing Cognition to AI: Will It Hollow Us Out or Free Us Up? 35:50 — How to Learn AI, Bitcoin & Blockchain: Tad’s Best Resources and Approach 37:35 — Where Tad Is Investing Now: Growth Equity, Technology & the Long View 40:10 — Wrap-Up #macro #ai #economy 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.
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 play, why Powell’s policy errors are setting up a generational liquidity wave, and why Bitcoin’s fundamentals today are 10× stronger than in 2021, yet the market is still mispricing everything. ~~~~~ 📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs: https://out.milkroad.com/Reserve2025Podcast ~~~~~ 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: https://milkroad.com/subscribe/checkout/macro/?utm_medium=social&utm_source=youtube_organic_macro&utm_campaign=pod-nov26 🥛 Get smarter about investing with our free newsletters (Crypto, Macro, AI): https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic_macro&utm_campaign=pod-nov26 ⛓️ Swap seamlessly across Ethereum and Solana with Milk Road Swap. Lower fees, easier trades: https://swap.milkroad.com/?utm_medium=social&utm_source=youtube_organic ~~~~~ 🤖 Subscribe to Milk Road AI channels & learn how to capitalize on the biggest technological change in history: https://linktr.ee/MilkRoadAI 🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/ ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Macro 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 🎙 Dan Tapiero: https://x.com/DTAPCAP ~~~~~ ⏱ TIME POINTS ⏱ 00:00 – Intro 01:32 – Bitcoin Market Cycles: Price Targets, Pullbacks & What Comes Next 08:47 – The Recent Bitcoin Shakeout: Sentiment, Strategy & When to Accumulate 17:01 – Reserve 17:27 – Inside 50T: How Dan Tapiero Evaluates and Invests in Digital Asset Companies 24:12 – Realizations & IPOs Explained: What Happens After 50T Exits a Position 28:29 – The Next Big Narratives: Privacy, Tokenization & AI’s Role in Digital Assets 37:24 – Dan’s Macro Outlook: Long-Term Opportunities Heading Into 2026 38:52 – Wrap-Up #macro #bitcoin #marketanalysis 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.
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 stablecoins reshaping global power to the U.S.-China economic breakup, to a looming liquidity crunch that almost no one is prepared for… this conversation is a masterclass in how the world really works behind the headlines. ~~~~~ 🔧 Build Without Compromise With Quicknode: https://out.milkroad.com/Quicknode2025PodcastMRMacro ~~~~~ 🤖 Subscribe to Milk Road AI channels & learn how to capitalize on the biggest technological change in history: https://linktr.ee/MilkRoadAI 🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/ ~~~~~ 💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand: https://milkroad.com/subscribe/checkout/macro/?utm_medium=social&utm_source=youtube_organic_macro&utm_campaign=pod-nov18 🥛 Get smarter about investing with our free newsletters (Crypto, Macro, AI): https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic_macro&utm_campaign=pod-nov18 ⛓️ Swap seamlessly across Ethereum and Solana with Milk Road Swap. Lower fees, easier trades: https://swap.milkroad.com/?utm_medium=social&utm_source=youtube_organic ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road Macro 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 🎙 Santiago Capital: https://x.com/SantiagoAuFund ~~~~~ ⏱ TIME POINTS ⏱ 00:00 – Intro 01:27 – The Dollar Milkshake Theory: Origins, Mechanics & Global Impact 05:11 – How Stablecoins Supercharge U.S. Dollar Dominance 13:04 – Is There an Investable Thesis Around Stablecoins? 17:58 – QuickNode 18:25 – Market Correction, Shutdown Fallout & Fed Uncertainty 21:51 – Will the Fed Cut Rates in December? And Should They? 24:04 – Inflation vs Unemployment: What’s the Real Risk Right Now? 27:36 – Is a Liquidity Crunch Coming? 30:43 – The Biggest Investment Opportunity of the Next Decade & Why 2026 Matters 36:46 – Can the U.S. Truly Break Its Global Dependencies? 40:20 – What Brent Is Watching Heading Into 2026 41:37 – Final Thoughts 42:44 – Wrap-Up #macro #fed #marketanalysis 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.
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