Milk Road Macro
Milk Road Macro
Podcast Description
Helping everyday people get smarter about macro investing. Learn how global markets impact our favourite risk assets like Bitcoin, tech stocks, and more!
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter every Tuesday and Thursday, in your inbox:
https://milkroadmacro.beehiiv.com/
Podcast Insights
Content Themes
The podcast explores themes such as global market influences, crypto dynamics, and economic policy, with episodes including discussions on liquidity crises, the Federal Reserve's interest rate decisions, and the impact of AI on the economy, all designed to empower listeners in their investment strategies.
Helping everyday people get smarter about macro investing. Learn how global markets impact our favourite risk assets like Bitcoin, tech stocks, and more!
🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter every Tuesday and Thursday, in your inbox:
https://milkroad.com/macro/
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.
~~~~~
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road Macro on Social Media:
👉 Milk Road X
👉 YouTube
~~~~~
🎙 GUEST INFO 🎙
Ole Hansen: https://x.com/Ole_S_Hansen
📃 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
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.