Surviving the Liquidity Crisis: Everything You Need to Navigate This Cycle w/ Michael Howell
In this episode, we sit down with Michael Howell, the godfather of global liquidity, to decode the real risks lurking behind todayās markets. Forget the noise about rate cuts or inflation targets; the real story is about monetary inflation, fiscal dominance, and a looming $40 trillion debt rollover that could flip the financial system upside down.~~~~~š°Ā Borrow funds, keep your crypto. All on the Nexo platform:https://out.milkroad.com/Nexo2025Q3Podcastš¦ Unlock 9% APY on your cash, lend like a bank with Figure Markets:https://out.milkroad.com/FigureMarkets2025PodcastDisclaimer: https://milkroad.com/figure-markets-disclaimer/~~~~~š Subscribe to Milk Road Macro Channels:https://www.youtube.com/@MilkRoadMacroš Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://milkroadmacro.beehiiv.com/subscribeš„ Get smarter about crypto with our daily newsletter:https://milkroad.com/subscribe/join-mr/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-free&utm_content=aug_05_25š° Go PRO and become a better investor with the #1 crypto research and analysis:https://milkroad.com/offer/sign-up-for-pro/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-pro&utm_content=aug_05_25šø Get your pain-free crypto portfolio GUIDE for 2025:https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast~~~~~š¶ļø Hold your value. Hide your moves. Claim your $NIGHT airdrop now at midnight.gd.https://out.milkroad.com/Midnight2025Podcast~~~~~ā Follow Milk Road Macro on Social Media:š Milk Road Twitter: https://x.com/MilkRoadMacroš Spotify: https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrEš Apple Podcast: https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405~~~~~š GUEST INFO šCrossBorder CapitalX: https://x.com/crossbordercapSubstack: https://capitalwars.substack.com/Website: https://www.crossbordercapital.com/š Disclaimer šThe 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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Weāre Mid-Bull Market: Why the Dip Is Just Noise, Not Doom w/ Ash Pampati
The Best Risk-Adjusted Yield in Crypto Right Now w/ Nic Santomauro, Figure Markets
Can blockchain revolutionize a $1.6 trillion marketāand no oneās talking about it? In this episode, Jay sits down with Nick Santomauro, CMO at Figure Markets and former Global Growth Director at Binance, to unpack how tokenized private credit could quietly reshape the financial system.Nick explains how Figure has already put over $12 billion worth of home equity loans on-chain, and why that could be just the beginning. They dive into the impact of the Genius Act, the $6.6 trillion threat to traditional banks, and how retail investors can now access yields that were once reserved for institutions.If you've been waiting for a real-world crypto use case, this is it.In this episode youāll learn:- What tokenized private credit is, and why it matters- How Figure Markets has quietly become a leader in real-world asset tokenization- Why the Genius Act could trigger a massive capital shift out of the banking system- How DeFi is positioned to absorb that shift and offer new yield opportunities- What āDemocratized Primeā is and how retail investors can access ~9% yield- The difference between traditional HELOCs and on-chain home equity loans- Why decentralized custody is crucial post-FTX- Nickās perspective on where crypto is headed over the next 6ā12 months- The growing opportunity in tokenized debt vs tokenized equities~~~~~š Download the Figure Markets app today and start earning 9% on your idle funds. Go to:milkroad.com/figuremarketsš Get no trading fees for your first $25K in trading volume on Definitive:ā ā ā ā ā ā ā ā ā ā https://out.milkroad.com/Definitive2025Podcastā ā ā ā ā ā ā ā ā ā š¦ Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat:ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā https://out.milkroad.com/Ledn2025Podcastā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ~~~~~š„ Get smarter about crypto in 5 minutes with our daily, free newsletter:https://milkroad.com/subscribe/join-mr/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-free&utm_content=aug_01_25š° Go PRO and become a better investor with the #1 crypto research and analysis:https://milkroad.com/offer/sign-up-for-pro/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-pro&utm_content=aug_01_25šø Get your FREE GUIDE on how to build a pain-free crypto portfolio in 2025:https://link.milkroad.com/free_guide_yt~~~~~ā Follow Milk Road on Social Media:š Milk Road Twitter: https://link.milkroad.com/Xš Spotify: https://link.milkroad.com/spotifyš Apple Podcasts: https://link.milkroad.com/apple-podcast~~~~~š GUEST INFO šNick Santomauro: https://x.com/NsantomaFigure Markets: https://x.com/FigureMarketsš Disclaimer šThe 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 Discipline Beats Alpha in 2025ās Market w/ Douglas Boneparth
The Fed held rates, but the real story is the growing divide inside the boardroom. Douglas Boneparth joins us to break down the macro drama, what it means for markets, and why discipline is beating alpha in 2025. We also dig into the White Houseās crypto report, the SECās new ETF rules, and how long-term investors can actually win in this market.š§ What youāll learn in this episode:- Why two Fed governors just broke ranks (and what that means for markets)- The surprising details of the White Houseās new crypto report- The SECās in-kind redemption rule and how it could supercharge crypto ETFs- How financial advisors are helping Millennials and Gen Z build wealth through crypto- Long-term investing advice from one of the best in the game- Why tokenization and DeFi rails are becoming too good to ignore~~~~~š Get no trading fees for your first $25K in trading volume on Definitive:ā ā ā ā ā ā ā ā ā ā https://out.milkroad.com/Definitive2025Podcastā ā ā ā ā ā ā ā ā ā š¦ Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat:ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā https://out.milkroad.com/Ledn2025Podcastā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ~~~~~š„ Get smarter about crypto in 5 minutes with our daily, free newsletter:https://milkroad.com/subscribe/join-mr/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-free&utm_content=july_31_25š° Go PRO and become a better investor with the #1 crypto research and analysis:https://milkroad.com/offer/sign-up-for-pro/?utm_medium=audio&utm_source=podcast_organic&utm_campaign=sign-up-pro&utm_content=july_31_25šø Get your FREE GUIDE on how to build a pain-free crypto portfolio in 2025:https://link.milkroad.com/free_guide_yt~~~~~ā Follow Milk Road on Social Media:š Milk Road Twitter: https://link.milkroad.com/Xš Spotify: https://link.milkroad.com/spotifyš Apple Podcasts: https://link.milkroad.com/apple-podcast~~~~~š GUEST INFO šDouglas Boneparth: https://x.com/dougboneparthš Disclaimer šThe 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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Rate Cut Chaos: Inside the Fedās July Meeting Standoff w/Tony Greer
The Fed just did nothing ā again. No rate cut. But markets went haywire anyway. Whatās going on? Is Jerome Powell bluffing? Are gold bugs in denial? And why are traders like Tony Greer suddenly eyeing Bitcoin over precious metals?In todayās episode of Milk Road Macro, we break down everything from the July FOMC meeting to the unseen forces driving the dollar, equities, crypto, and commodities. Legendary trader Tony Greer (ex-Goldman Sachs, founder of TG Macro) joins us to explain why Trumpās pressure on rates, massive ETF inflows into Bitcoin, and goldās fake-out rally could define the second half of 2025.This is the kind of deep macro breakdown you wonāt get on CNBC. In this episode, youāll learn:š Why the Fedās āno-cutā stance might be more hawkish than it seemsš How the U.S. dollar pulled off a surprise reversal ā and what that means for your bagsš Why gold may be headed for a steep correction (and what the Barronās cover curse has to do with it)š Why Tony Greer believes Bitcoin is trading better than gold in 2025š What Trumpās rate-cut crusade has to do with housing affordability ā and the 2024 electionš How recent global trade deals are quietly fueling a bull runš The truth about retail investors: are they still ādumb moneyā? Or are they outsmarting the institutions?š The one chart Tony is watching to predict the marketās next move (hint: it's not the S&P)~~~~~š Get no trading fees for your first $25K in trading volume on Definitive:ā ā ā ā ā ā ā ā ā ā https://out.milkroad.com/Definitive2025Podcastā ā ā ā ā ā ā ā ā ā š¦ Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat:ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā https://out.milkroad.com/Ledn2025Podcastā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ā ~~~~~š Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:https://milkroadmacro.beehiiv.com/~~~~~ā Follow Milk Road Macro on Social Media:š Milk Road Macro Twitter: https://x.com/MilkRoadMacroš Milk Road Macro YouTube: https://www.youtube.com/@MilkRoadMacro~~~~~š GUEST INFO šTony Greer: https://x.com/TgMacroNewsletter: https://tgmacro.com/the-navigator/ š Disclaimer šThe 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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