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

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.

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 - Dec 16, 2025

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.

What the Rate Cut Reveals About the 2026 Market Playbook w/ Kevin Muir

Today’s guest, Kevin Muir, The Macro Tourist, breaks down why this move represents a complete script-flip from the Fed, why Powell’s guidance may no longer matter, and why investors are missing the most important second-order effects shaping 2026.

Grant Williams: The Global Monetary Order Is Breaking Down

The global monetary system is shaking… and one of the sharpest macro minds alive says the cracks are no longer theoretical. In today’s episode, legendary macro commentator Grant Williams joins us to explain why trust in the U.S.-led financial order is collapsing, why central banks are sprinting into gold, and why the next phase of QE could arrive far sooner than markets think.

Capitalism Is Dead: EB Tucker Explains the New "Managed Economy" Taking Over Markets

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.

The Dollar System Is Breaking & Gold Is Becoming Money Again w/ Andy Schectman

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.

The AI Acceleration Era: The Economic Shift That Will Define the Next Decade w/ Tad Smith

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.