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

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

PODCAST

John Gillen

JAN 20, 2026

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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.

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