PRO AMA: The real macro risk is still oil

Milk Road Macro PRO AMA - Feb 10, 2026

Milk Road Macro PRO AMA - Jan 13, 2026

Milk Road Macro PRO AMA - Dec 16, 2025

Milk Road Macro PRO AMA - Nov 11, 2025

Milk Road Macro PRO AMA - Oct 14, 2025

Milk Road Macro PRO AMA - Sep 17, 2025

The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller

In this episode, FreightWaves CEO Craig Fuller breaks down why trucking and freight data may be the most important real-time indicator in macro right now, and why it’s flashing bullish. Despite rising oil prices, geopolitical tension, and recession fears, the data tells a very different story. Freight volumes are rising, trucking capacity is tightening, and industrial demand is quietly accelerating across the U.S.

MACROMAR 26 2026

John Gillen

The $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick

In this episode of Milk Road Macro, Geoffrey Kendrick (Head of Digital Assets Research at Standard Chartered) breaks down why stablecoins could trigger a $1 trillion capital shift, reshape the global banking system, and accelerate crypto adoption faster than most investors expect.

MACROMAR 24 2026

John Gillen

Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting

In this episode of Milk Road Macro, macro expert Jordi Visser breaks down why we’re entering one of the most important economic transitions in decades, driven by AI, rising commodity demand, and growing stress in credit markets. Oil prices are climbing. Private credit is starting to crack. At the same time, artificial intelligence is reshaping the global economy faster than anyone expected. So what does this mean for your portfolio?

MACROMAR 19 2026

John Gillen

A Massive Sell-Off Is Starting… And Most Investors Don’t See It w/ Steven Van Metre

In today’s episode of Milk Road Macro, we sit down with macro strategist Steve Van Metre to break down what’s really happening beneath the surface of the market… and why this could be the early stages of a much bigger move. From systematic selling and CTA flows to rising oil prices and weakening consumer demand, this episode connects the dots between macroeconomics, market structure, and investor behavior. The result? A potential domino effect that could push stocks lower in the weeks ahead.

MACROMAR 17 2026

John Gillen

Oil Prices Are Rising Fast… Is a Global Recession Next? w/ Peter St Onge

In today’s episode, we sit down with economist Peter St Onge to break down what rising oil prices mean for inflation, the labor market, and the broader macro economy. Historically, major recessions have often followed major oil shocks. But today’s global economy is very different from the 1970s. The U.S. is now one of the world’s largest energy producers, global supply chains have evolved, and central banks have powerful tools to manage economic slowdowns. So the real question investors should be asking is this: How high do oil prices actually need to go before they trigger a recession?

MACROMAR 12 2026

John Gillen

The Global Commodity War Has Started... Gold’s Biggest Bull Market in 50 Years w/ Nicky Shiels

Oil just spiked above $100. Gold is pushing toward new all-time highs. And geopolitical tensions are reshaping global markets. In this episode of Milk Road Macro, we sit down with Nicky Shiels, Head of Research and Metals Strategy at MKS PAMP, to break down the macro forces driving the surge in commodities and what it means for investors. Nicky explains why the world may be entering a global commodity war, where countries are scrambling to secure energy, metals, and critical resources. As supply chains fragment and geopolitical tensions rise, commodities like gold, oil, and precious metals are becoming strategic assets again.

MACROMAR 10 2026

John Gillen