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Stocks Keep Hitting New Highs… Even As Macro Gets Worse

Stocks Keep Hitting New Highs… Even As Macro Gets Worse

MACRO

PODCAST

John Gillen

MAY 28, 2026

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Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days: https://milkroad.com/pro/?utm_medium=social&utm_source=youtube_organic_macro&utm_campaign=pod-may28In today's episode, we break down why oil prices are falling despite the closure of the Strait of Hormuz, how the bond market is reacting to a new Federal Reserve chairman, and why tech and semiconductor stocks are pushing to unstoppable all-time highs.Tony Greer explains why he is pivoting away from the natural resources and inflation scare, why the "Sideshow" in tech doesn't care about old-school market rules, and how Nvidia continues to carry the weight of a historic equities rally. We dive deep into how a historic $4 trillion wave of upcoming tech IPOs could vacuum all the liquidity out of the room, and how the Trump administration is weaponizing domestic semiconductor investments like Intel as a matter of absolute national security.

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SIMILAR VIDEOS

This Is the Last Video on This Channel

The Rotation Is Coming… Here’s Where The Money Goes Next w/ Mel Mattison

“This Is How Every Crisis Starts” w/ Jim Bianco

The Two Biggest Macro Forces Driving Markets Over The Next Decade w/ Michael Nicoletos

Why 2026 Could End In A Massive Blow-Off Top w/ Andreas Steno Larsen

Why Geopolitical Chaos Is Bullish For the US w/ Eric Wallerstein

Matthew Piepenburg: “This Is The End Of Dollar Hegemony”

Bitcoin Is Inevitable… And Wall Street Is All-In w/ Ric Edelman

“There Is NO Evidence To Be Bearish Right Now” - Mark Newton

Energy Is About to Become the Most Valuable Asset on Earth w/ Clem Chambers

Lance Roberts: The Bulls Are Back… But This Setup Looks Dangerous

The Biggest Commodity Bull Market of the Decade Is Just Starting w/ Tavi Costa

70 Years of Market Data Says the Strongest Bullish Signal Since 2025 Just Triggered w/ Milton Berg

New All-Time Highs Everywhere… Is This Bull Run Just Getting Started?

VIDEOS

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In this episode of Milk Road Macro, Mel Mattison joins us to break down the biggest macro trends shaping markets right now. We dive into the Fed’s latest decision under new Chair Kevin Warsh, why Mel believes rate cuts are more likely than most investors expect, and how falling oil prices could create a surprisingly bullish setup for risk assets. We also discuss why gold, silver, miners, and emerging markets may be the biggest opportunities heading into the second half of 2026, while most investors remain focused on AI stocks and the SpaceX IPO.

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Markets are hitting new all-time highs. AI stocks are leading the rally. Investors are still betting on lower rates. So... what could possibly go wrong? Jim Bianco of Bianco Research joined Milk Road Macro to explain why he thinks the market might be massively underestimating one of the biggest risks in the global economy right now: energy. Jim breaks down why the Strait of Hormuz matters way more than most investors realize, how global oil inventories are getting quietly depleted, and why treating structural problems as temporary liquidity issues has been the common thread behind nearly every major financial crisis.

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In today's episode, we break down why the intersection of global geopolitics and artificial intelligence is creating a massive macro realignment, how supply-side inflation is forcing central banks into structural policy mistakes, and why the global "AI race" is fundamentally tied to energy dominance.Michael Nicoletos, founder and CEO of Defy Advisors, explains why a temporary truce in the Strait of Hormuz won't stop the U.S. from leveraging control over global energy supplies to corner China, why traditional interest rate hikes fail to fix supply-side energy shocks, and why the Federal Reserve is ultimately positioned to choose rate cuts over an economic depression.

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Markets just pulled off one of the sharpest bullish reversals in history. And according to Fundstrat's Mark Newton, there's STILL no reason to be bearish right now. We sat down with Mark Newton (Managing Director and Head of Technical Strategy at Fundstrat Global Advisors) on Milk Road Macro to figure out what's actually going on. Why do stocks keep ripping higher despite war headlines, inflation fears, rising yields, and extreme investor skepticism? Spoiler: the charts don't care about your feelings. Mark breaks down what the data is actually saying. And it's a very different story from what your Twitter feed is screaming about.

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Energy Is About to Become the Most Valuable Asset on Earth w/ Clem Chambers

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70 Years of Market Data Says the Strongest Bullish Signal Since 2025 Just Triggered w/ Milton Berg

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