New All-Time Highs Everywhere… Is This Bull Run Just Getting Started?

About this episode

The episode discusses the current bull market and the factors driving stock prices higher despite negative headlines.

🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days. ⁠ ~~~~~ Markets are ripping to fresh all-time highs while headlines keep screaming recession, inflation, war, and general chaos. So what's actually going on? We sat down with macro analyst Caleb Franzen on Milk Road Macro to figure it out. Why are stocks pushing higher despite the world supposedly ending? Why do the S&P 500 and Nasdaq keep flashing bullish momentum? And what are the charts actually telling investors right now? We dig into market breadth, inflation risks, Fed policy, labor market strength, M2 liquidity, and why this bull market might have way more gas in the tank than people think. The headlines say one thing. The charts say another. Someone's lying. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ ✊ Follow Milk Road Macro on Social Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👉 Milk Road X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👉 YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👉…

People in this episode

Host: Milk Road

Guest: Caleb Franzen

Topics covered

• market analysis
• bull market
• investing strategies
• inflation
• Fed policy
• labor market

Keywords

• bull run
• S&P 500
• Nasdaq
• inflation risks
• Fed policy
• market breadth
• labor market strength

Sponsors

Nexo

Mentioned in this episode

Organizations: Cubic Analytics

More episodes of Milk Road Macro

• The Last Great Rally Before The Crash w/ Henrik Zeberg · June 11, 2026 · 49 min
• The Housing Crisis Already Started. The Data Just Hasn’t Caught Up w/ Melody Wright · June 9, 2026 · 48 min
• Markets Are At All-Time Highs… But Liquidity Says Trouble Ahead · June 4, 2026 · 48 min
• “This Is How Every Crisis Starts” w/ Jim Bianco · June 2, 2026 · 45 min
• Stocks Keep Hitting New Highs… Even As Macro Gets Worse · May 28, 2026 · 43 min
• The Two Biggest Macro Forces Driving Markets Over The Next Decade w/ Michael Nicoletos · May 26, 2026 · 41 min