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The Biggest Economic Crisis in History May Have Already Started w/ Rory Johnston

The Biggest Economic Crisis in History May Have Already Started w/ Rory Johnston

MACRO

PODCAST

John Gillen

MAR 31, 2026

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SIMILAR VIDEOS

“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

Gold Price Prediction: Why the Bull Run Isn't Over w/ Jeffrey Christian

The Gold Crash That Could Trigger a Bigger Rally w/ Jeff Clark

The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller

The $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick

Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting

VIDEOS

Similar Videos

“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.

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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.

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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.

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Gold Price Prediction: Why the Bull Run Isn't Over w/ Jeffrey Christian

Gold Price Prediction: Why the Bull Run Isn't Over w/ Jeffrey Christian

In today’s episode of Milk Road Macro, we sit down with Jeffrey Christian (CPM Group), one of the world’s leading experts on gold, silver, and commodities, to break down what’s really driving the gold market right now. We dive into the macro forces pushing gold to record highs, why both gold and the U.S. dollar are rising at the same time (yes, that’s a big signal), and what it tells us about the state of the global economy. We also unpack the truth about central bank gold buying, ETF flows, and whether the current demand is sustainable.

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The Gold Crash That Could Trigger a Bigger Rally w/ Jeff Clark

The Gold Crash That Could Trigger a Bigger Rally w/ Jeff Clark

In this episode of Milk Road Macro, we sit down with precious metals expert Jeff Clark to break down what’s really happening behind the recent gold sell-off, and why history suggests this could be one of the biggest opportunities in the market right now. We delve into the macro forces driving gold, including rising interest rates, a strong dollar, geopolitical tensions, and market-wide deleveraging. More importantly, we explore why these pullbacks are normal in bull markets, and why the biggest gains often come right after.

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The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller

The #1 Real-Time Indicator That Says the Economy Is About to Boom w/ Craig Fuller

In this episode, FreightWaves CEO Craig Fuller breaks down why trucking and freight data may be the most important real-time indicator in macro right now, and why it’s flashing bullish. Despite rising oil prices, geopolitical tension, and recession fears, the data tells a very different story. Freight volumes are rising, trucking capacity is tightening, and industrial demand is quietly accelerating across the U.S.

CRYPTOMAR 26 2026

The $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick

The $1 Trillion Stablecoin Shift That Could Break Global Banks w/ Geoffrey Kendrick

In this episode of Milk Road Macro, Geoffrey Kendrick (Head of Digital Assets Research at Standard Chartered) breaks down why stablecoins could trigger a $1 trillion capital shift, reshape the global banking system, and accelerate crypto adoption faster than most investors expect.

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Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting

Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting

In this episode of Milk Road Macro, macro expert Jordi Visser breaks down why we’re entering one of the most important economic transitions in decades, driven by AI, rising commodity demand, and growing stress in credit markets. Oil prices are climbing. Private credit is starting to crack. At the same time, artificial intelligence is reshaping the global economy faster than anyone expected. So what does this mean for your portfolio?

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