Rate Cut Chaos: Inside the Fed’s July Meeting Standoff w/Tony Greer

The Fed just did nothing — again. No rate cut. But markets went
haywire anyway. What’s going on? Is Jerome Powell bluffing? Are
gold bugs in denial? And why are traders like Tony Greer suddenly
eyeing Bitcoin over precious metals?


In today’s episode of Milk Road Macro, we break down everything
from the July FOMC meeting to the unseen forces driving the
dollar, equities, crypto, and commodities. Legendary trader Tony
Greer (ex-Goldman Sachs, founder of TG Macro) joins us to explain
why Trump’s pressure on rates, massive ETF inflows into Bitcoin,
and gold’s fake-out rally could define the second half of 2025.


This is the kind of deep macro breakdown you won’t get on CNBC.





In this episode, you’ll learn:


Why the Fed’s “no-cut” stance might be more hawkish than it seems


How the U.S. dollar pulled off a surprise reversal — and what
that means for your bags


Why gold may be headed for a steep correction (and what the
Barron’s cover curse has to do with it)


Why Tony Greer believes Bitcoin is trading better than gold in
2025


What Trump’s rate-cut crusade has to do with housing
affordability — and the 2024 election


How recent global trade deals are quietly fueling a bull run


The truth about retail investors: are they still “dumb money”? Or
are they outsmarting the institutions?


The one chart Tony is watching to predict the market’s next move
(hint: it's not the S&P)





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Macro moves markets, get ahead of the game with Milk Road Macro
Newsletter:


https://milkroadmacro.beehiiv.com/





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Follow Milk Road Macro on Social Media:


Milk Road Macro Twitter: https://x.com/MilkRoadMacro


Milk Road Macro YouTube: https://www.youtube.com/@MilkRoadMacro





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GUEST INFO


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


Newsletter: https://tgmacro.com/the-navigator/





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.