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In today's episode, we break down why oil prices are falling despite the closure of the Strait of Hormuz, how the bond market is reacting to a new Federal Reserve chairman, and why tech and semiconductor stocks are pushing to unstoppable all-time highs.

Tony Greer explains why he is pivoting away from the natural resources and inflation scare, why the "Sideshow" in tech doesn't care about old-school market rules, and how Nvidia continues to carry the weight of a historic equities rally. We dive deep into how a historic $4 trillion wave of upcoming tech IPOs could vacuum all the liquidity out of the room, and how the Trump administration is weaponizing domestic semiconductor investments like Intel as a matter of absolute national security.

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⁠🍺 Your Edge in Macro Investing (Newsletter). ⁠

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👉 Follow Milk Road Macro on Social Media:

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🎙 GUEST INFO 🎙

Tony Greer: https://x.com/TgMacro

Substack: https://tgmacro.substack.com/

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

Stocks Keep Hitting New Highs… Even As Macro Gets Worse

Milk Road Macro

Stocks Keep Hitting New Highs… Even As Macro Gets Worse