Credit, Housing, and Stocks: How The Fed Has Created The Biggest Bubble of All Time w/ Michael Pento
In this episode, macro veteran Michael Pento joins us for a no-BS breakdown of the ticking time bomb hiding in plain sight. He called the housing bubble in 2005. Now, he’s sounding the alarm again, except this time, the setup is even worse. Will the Fed trigger a full-blown bond revolt? Can they print their way out again without destroying the dollar? And why is Pento still long the market even as he’s warning of collapse?~~~~~🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://link.milkroad.com/pod-macro-free-signup💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:https://link.milkroad.com/pod-macro-pro-signup💸 Get your pain-free crypto portfolio GUIDE for 2025:https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast~~~~~✊ Follow Milk Road Macro on Social Media:👉 Milk Road Twitter: https://x.com/MilkRoadMacro👉 YouTube: https://www.youtube.com/@MilkRoadMacro👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405~~~~~🎙 GUEST INFO 🎙Michael Pento: https://linktr.ee/michaelpento📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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Bear Trap, Bull Run, or Blow Off Top? Where Is The Market Going Next w/ Yann Allemann
In this episode, Swissblock and Glassnode co-founder Yann Allemann joins us to break down the most important (and misunderstood) force in markets right now: liquidity. The Fed is cutting rates. QT is ending. Bitcoin crashed, then bounced. S&P targets are flying. And institutional capital is rotating faster than retail can blink. Is this a blow-off top, a melt-up, or the most dangerous bull trap in recent history?~~~~~🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://link.milkroad.com/pod-macro-free-signup💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:https://link.milkroad.com/pod-macro-pro-signup💸 Get your pain-free crypto portfolio GUIDE for 2025:https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast~~~~~✊ Follow Milk Road Macro on Social Media:👉 Milk Road Twitter: https://x.com/MilkRoadMacro👉 YouTube: https://www.youtube.com/@MilkRoadMacro👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405~~~~~🎙 GUEST INFO 🎙Yann Allemann: https://x.com/Negentropic📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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Why The Fed is Pouring Fuel on This Bull Run w/ Bill Fleckenstein
The Fed just cut rates to 4% and ended quantitative tightening, but according to legendary hedge fund manager Bill Fleckenstein, none of that actually matters. In this episode, Bill breaks down why the market’s on autopilot, what’s really driving this bull run (hint: it’s not Powell), and why things could spiral fast when the music stops.~~~~~🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://link.milkroad.com/pod-macro-free-signup💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:https://link.milkroad.com/pod-macro-pro-signup💸 Get your pain-free crypto portfolio GUIDE for 2025:https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast~~~~~✊ Follow Milk Road Macro on Social Media:👉 Milk Road Twitter: https://x.com/MilkRoadMacro👉 YouTube: https://www.youtube.com/@MilkRoadMacro👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405~~~~~🎙 GUEST INFO 🎙Bill Fleckenstein: https://x.com/fleckcap📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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How Stablecoins Are Taking Over The Dollar, Business, & The Federal Reserve w/ Santiago Santos
In today’s episode of Milk Road Macro, Santiago Santos breaks down the seismic shift happening beneath the surface of global finance. From the Fed’s surprising embrace of stablecoin infrastructure to how AI agents will use USDC like cash, this is a front-row seat to the real stablecoin takeover, not the hype, but the plumbing.~~~~📚 Helpful Resources 📚🥛 The Fed’s running it hot and the bears are wrong 🐂https://link.milkroad.com/macro-fed-analysis-10/05-pod~~~~~🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://link.milkroad.com/pod-macro-free-signup💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:https://link.milkroad.com/pod-macro-pro-signup💸 Get your pain-free crypto portfolio GUIDE for 2025:https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast~~~~~✊ Follow Milk Road Macro on Social Media:👉 Milk Road Twitter: https://x.com/MilkRoadMacro👉 YouTube: https://www.youtube.com/@MilkRoadMacro👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405~~~~~🎙 GUEST INFO 🎙Santiago R Santos: https://x.com/santiagoroelInversion: https://x.com/inversion_cap📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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Debasement, Inflation, and Investing in the Era of Fiscal Dominance w/ Vincent Deluard
The Fed says inflation is under control. Vincent Deluard says: not even close. In this episode, we dig into why inflation is here to stay, why the Fed has become a political tool, and how the era of fiscal dominance is reshaping everything. ~~~~📚 Helpful Resources 📚🥛 The Fed’s running it hot and the bears are wrong 🐂https://link.milkroad.com/macro-fed-analysis-10/05-pod~~~~~🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://link.milkroad.com/pod-macro-free-signup💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:https://link.milkroad.com/pod-macro-pro-signup💸 Get your pain-free crypto portfolio GUIDE for 2025:https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast~~~~~✊ Follow Milk Road Macro on Social Media:👉 Milk Road Twitter: https://x.com/MilkRoadMacro👉 YouTube: https://www.youtube.com/@MilkRoadMacro👉 Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE👉 Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405~~~~~🎙 GUEST INFO 🎙Vincent Deluard: https://x.com/VincentDeluard📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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