๐ง Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.
~~~~~~
In today's episode, we break down why the intersection of global geopolitics and artificial intelligence is creating a massive macro realignment, how supply-side inflation is forcing central banks into structural policy mistakes, and why the global "AI race" is fundamentally tied to energy dominance.Michael Nicoletos, founder and CEO of Defy Advisors, explains why a temporary truce in the Strait of Hormuz won't stop the U.S. from leveraging control over global energy supplies to corner China, why traditional interest rate hikes fail to fix supply-side energy shocks, and why the Federal Reserve is ultimately positioned to choose rate cuts over an economic depression.
~~~~~~
โก Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.
๐ฑ Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.
๐ฎ Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10.
~~~~~~
๐บ Your Edge in Macro Investing (Newsletter).
~~~~~~
๐ Follow Milk Road Macro on Social Media:
๐ Milk Road X
๐ YouTube
๐ Spotify
๐ Apple Podcast
~~~~~
๐ GUEST INFO ๐
Michael Nicoletos: https://x.com/mnicoletos
Disclaimer ๐ 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
