Skip to main content

Loading...

Find Us On Twitter Find Us On Youtube Find Us On Spotify

Podcast cover

Time To Go All-in Or Correction Incoming?

Go PRO.
Get The Edge.

Milk man pro

Time To Go All-in Or Correction Incoming?

Go PRO.
Get The Edge.

Most Popular

Partners
Ethereum Gas Fees ⛽
Ethereum Price
Bitcoin Price
Bitcoin ETFs
Bitcoin Dominance Chart
Best Crypto Cards
Best Options Platforms
Best Staking Platforms
How To Avoid Scams

Tools

Recommended Tools
Research Tools
DeFi Tutorials
Crypto Stocks
Shorting Crypto
Leverage And Margin Trading
Borrow Against Bitcoin
Borrow Against Ethereum
DeFi Loans
Fear & Greed Index

Buy

Buy BTC
Buy ETH
Buy SOL
Buy DOGE
Buy LINK
Lend Bitcoin
Lend Ethereum
Lend Stablecoins
Stake ETH
Stake SOL

Reviews

Safe Wallet
Exodus Wallet
Ledger Stax
Ledger Flex
MoonPay
Gemini

Jumper Exchange
Coincall
Bybit
OKX
Nexo
All Reviews

About Us Contact Us Careers Sponsor Us Terms & Conditions Privacy Policy Financial Disclosures Refer

© 2026 MilkRoad.Com. All Rights Reserved

Find Us On Twitter Find Us On Youtube Find Us On Spotify

Invest With Conviction. Not Guesswork.

Try PRO for just $1

Nexo

Nexo

CoinGecko

Stocks Keep Hitting New Highs… Even As Macro Gets Worse

MACRO

PODCAST

John Gillen

MAY 28, 2026

SHARE

Listen on Spotify

Listen on Apple Podcasts

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.

ABOUT THE GUEST

Tony Greer

EPISODE LINKS

Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days👉 CLICK HERE
Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD👉 CLICK HERE
Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform👉 CLICK HERE
Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10👉 CLICK HERE
Your Edge in Macro Investing (Newsletter)👉 CLICK HERE
Swap seamlessly across Ethereum & Solana👉 CLICK HERE

SHARE:

SIMILAR VIDEOS

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?

The Old Market Regime Is Dead: Why Portfolios Are Misaligned in 2026 w/ Bob Elliott

The Commodity Crisis Playbook: Position Before It’s Too Late (From A 20-Year Veteran) w/ Ole Hansen

This 50-Year Pattern Just Broke: Is Silver About to Go Parabolic? w/ Michael Oliver

VIDEOS

Similar Videos

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

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

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.

CRYPTOMAY 26 2026

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

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

Andreas Steno Larsen joined us on Milk Road Macro to break down why the bond market might have entered a structural bear market. Yet at the same time, liquidity is still flooding into risk assets. And AI stocks and semiconductors keep ripping higher despite rising yields, inflation fears, and geopolitical chaos. How does that math work? That's what we get into. And the answer changes how you should think about pretty much every asset class right now. Two opposite things can be true at the same time. That's where the opportunity is hiding.

CRYPTOMAY 21 2026

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

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

We sat down with macro strategist Eric Wallerstein on Milk Road Macro to break down why geopolitical chaos might actually be fueling the next leg higher for U.S. markets. Counterintuitive? Yes. But hear him out. Most investors are obsessing over recession fears, inflation, and Fed policy. Eric thinks the real story is way bigger. The world is fragmenting. Europe is weakening. China is playing defense. And America just keeps quietly consolidating economic power. When the world breaks, capital flows somewhere. And right now, "somewhere" looks a lot like the U.S.

CRYPTOMAY 19 2026

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

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

Is the world entering the final stages of U.S. dollar dominance? Matthew Piepenburg joined Milk Road Macro for a deep dive into the global monetary system, the future of the U.S. dollar, rising geopolitical tensions, and why he thinks gold is signaling a major shift in the world economy. We get into the growing de-dollarization trend, the strategic importance of the petrodollar system, and why the Strait of Hormuz has quietly become one of the most important macro flashpoints on the planet. The dollar isn't dying tomorrow. But the foundation is cracking.

CRYPTOMAY 14 2026

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

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

Legendary financial advisor and bestselling author Ric Edelman joined Milk Road Macro to explain why Bitcoin adoption is becoming inevitable. And why Wall Street is finally going all-in on crypto. We break down the massive shift happening across institutional finance. Banks. Wealth managers. Pension funds. Major financial advisors. They're all starting to integrate Bitcoin and digital assets into traditional portfolios. Ric explains why the Clarity Act could be a historic turning point for crypto regulation, why stablecoins are quietly threatening the banking system, and why firms like Morgan Stanley are already getting ready for the next wave of institutional Bitcoin adoption. The suits are coming. Some are already here. And they're not playing around.

CRYPTOMAY 12 2026

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

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

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.

CRYPTOMAY 7 2026

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

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

In today's episode, we sat down with market veteran Clem Chambers on Milk Road Macro to break down the massive structural shifts happening in the global economy right now. Energy. AI. Geopolitics. They're about to reshape... pretty much everything. We dig into the renewed Iran conflict, oil supply risks, and how a single bottleneck in the global energy system could trigger inflation, supply shocks, and serious market volatility. Clem explains why "the market already knows what's happening" before the rest of us do, how capital flows signal real-world events before they hit the headlines, and why assets like Bitcoin tend to spike during geopolitical instability. The market is whispering. Most people aren't listening yet.

CRYPTOMAY 5 2026

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

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

Lance Roberts came on the show with a take that's gonna make some people uncomfortable. The return of bullish sentiment? Might actually be a warning sign. Not a green light. There's a potential leadership shift coming at the Fed. Oil prices are spiking on geopolitical tensions. Stocks are camped out near all-time highs. The macro setup is getting really fragile. Even if the headlines look great. When everyone's bullish at the same time... that's usually when you should start paying attention.

CRYPTOAPR 30 2026

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

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

Tavi Costa, founder of Azuria Capital, breaks down why the current energy crisis in the Middle East and the closure of the Strait of Hormuz are just the beginning of a massive structural shift in global markets. Tavi explains why he believes the U.S. debt trajectory will force aggressive rate cuts and a weakening dollar, creating a "perfect storm" for tangible assets like gold, silver, and copper. We dive deep into his conviction on Latin America as a primary beneficiary of de-globalization, and why agricultural commodities and fertilizers are the next "dominoes" to fall in this inflationary era.

CRYPTOAPR 28 2026

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

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

Most of Wall Street is freaking out about overvalued stocks, recession risks, oil spikes, and geopolitical chaos. Milton Berg says the data is telling a completely different story. The guy has 70+ years of market history and 30,000+ proprietary indicators in his back pocket. And he thinks the strongest bullish signal since 2025 just triggered. Translation: S&P 500 could be heading way higher from here. We break down why he's leveraged long equities, why semiconductors could lead the next leg up, why valuation doesn't matter as much as investors think, and why this rally might just be getting started. The headlines say crash. Milton's data says rocket ship.

CRYPTOAPR 23 2026

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

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

Markets are ripping to fresh all-time highs while headlines keep screaming recession, inflation, war, and general chaos. So what's actually going on? We sat down with macro analyst Caleb Franzen on Milk Road Macro to figure it out. Why are stocks pushing higher despite the world supposedly ending? Why do the S&P 500 and Nasdaq keep flashing bullish momentum? And what are the charts actually telling investors right now? We dig into market breadth, inflation risks, Fed policy, labor market strength, M2 liquidity, and why this bull market might have way more gas in the tank than people think. The headlines say one thing. The charts say another. Someone's lying.

CRYPTOAPR 21 2026

The Old Market Regime Is Dead: Why Portfolios Are Misaligned in 2026 w/ Bob Elliott

The Old Market Regime Is Dead: Why Portfolios Are Misaligned in 2026 w/ Bob Elliott

The S&P 500 is ripping. Oil is all over the place. Inflation is creeping back in like that roommate who "just needs one more month." But underneath all that? The macro regime is changing. Bob Elliott (CEO & CIO of Unlimited Funds, former Bridgewater guy) laid it out on the show. That cozy environment from the last decade - low inflation, global stability, cheap money - is fading. Fast. The problem: most portfolios are still built for a world that doesn't exist anymore. We get into why this rally might be a head fake, why earnings expectations could be way off, and why nobody's taking rising geopolitical conflict seriously enough. The rules changed. If your strategy didn't change with them... that's a problem.

CRYPTOAPR 16 2026

The Commodity Crisis Playbook: Position Before It’s Too Late (From A 20-Year Veteran) w/ Ole Hansen

The Commodity Crisis Playbook: Position Before It’s Too Late (From A 20-Year Veteran) w/ Ole Hansen

In today’s episode, we sit down with Ole Hansen, Head of Commodity Strategy at Saxo Bank, to break down what’s really happening behind the Strait of Hormuz crisis, why energy markets are breaking, and how this shock is spreading into food, metals, and the global economy. Oil prices are volatile, supply chains are tightening, and the impact is already hitting everything from jet fuel to fertilizers to semiconductors. But the real shift? Markets are moving from an inflation shock to a full-blown growth risk, and that changes the entire investment playbook.

CRYPTOAPR 14 2026

This 50-Year Pattern Just Broke: Is Silver About to Go Parabolic? w/ Michael Oliver

This 50-Year Pattern Just Broke: Is Silver About to Go Parabolic? w/ Michael Oliver

In today’s episode of Milk Road Macro, veteran market technician Michael Oliver breaks down why a 50-year range in silver may have finally broken, and why that could send prices toward $300… or even $500. But this isn’t just about silver. We also dive deep into the real risks building under the surface of the global financial system, from a weakening banking sector to a potential bond market crisis that could be bigger than 2008.

CRYPTOAPR 9 2026

Advertisement

Advertisement