Why Geopolitical Chaos Is Bullish For the US w/ Eric Wallerstein

About this episode

Eric Wallerstein discusses how geopolitical chaos may benefit U.S. markets amidst global economic shifts.

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠ ~~~~~ We sat down with macro strategist Eric Wallerstein on Milk Road Macro to break down why geopolitical chaos might actually be fueling the next leg higher for U.S. markets. Counterintuitive? Yes. But hear him out. Most investors are obsessing over recession fears, inflation, and Fed policy. Eric thinks the real story is way bigger. The world is fragmenting. Europe is weakening. China is playing defense. And America just keeps quietly consolidating economic power. When the world breaks, capital flows somewhere. And right now, "somewhere" looks a lot like the U.S. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠🥛 Your Edge in Macro Investing (Newsletter). ⁠⁠⁠⁠⁠⁠⁠ ~~~~~ ✊ Follow Milk Road Macro on Social Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👉 Milk Road X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

People in this episode

Host: Milk Road

Guest: Eric Wallerstein

Topics covered

• geopolitical chaos
• US markets
• macro strategy
• economic power
• capital flows

Keywords

• geopolitical chaos
• US markets
• macro investing
• economic power
• capital flows
• recession fears
• inflation

Sponsors

Nexo, Cape

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