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

MACRO

PODCAST

John Gillen

JUN 2, 2026

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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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SIMILAR VIDEOS

Stocks Keep Hitting New Highs… Even As Macro Gets Worse

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

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Stocks Keep Hitting New Highs… Even As Macro Gets Worse

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

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