Policy Tools: QT, Fed Balance Sheet, and Interest 'Stimulus'

Are we living through the most powerful bull market of our lifetimes? In this episode of Milk Road Macro, John Gillen sits down with veteran macro analyst and investor Mel Mattison to break down why today’s rally in Bitcoin, gold, and global markets looks more like the post‑war 1950s than anything we’ve seen since. Mel was one of the first to call the “Debasement Trade” and predicted this year’s epic run across assets. In this conversation, he explains what’s driving the everything‑everywhere rally, why the Fed’s hidden third mandate matters for investors, and how you can position yourself for the next big move.

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📚 Helpful Resources 📚

🥛 The Fed’s running it hot and the bears are wrong 🐂

https://link.milkroad.com/macro-fed-analysis-10/05-pod

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🎙 GUEST INFO 🎙

Mel Mattison: https://x.com/MelMattison1

📃 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.