Host: Tracy Shuchart for MicDropMarkets

Guests: Arjun Murti and Rory Johnston

Arjun Murti

Arjun was the Goldman Sachs “Super Spike” analyst from the 2000s commodity bull market era. He retired as a partner in 2014 after 22 years as a sell- and buy-side energy equity research analyst at Goldman Sachs, J.P. Morgan Investment Management, and Petrie Parkman & Co.

 He has since stayed active as an independent board member of ConocoPhillips, a senior advisor at Warburg Pincus, and an advisory board member at Columbia University’s Center on Global Energy Policy as well as ClearPath.

In March 2023, he “un-retired” to become a partner at Veriten, an energy research, strategy, and investment firm.

He also publishes a  substack SuperSpiked about the messy transition era.

Rory Johnston

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto’s Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines.

He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank where he set the bank’s energy and metals price forecasts, advised the bank’s executives and clients, and sat on the bank’s senior credit committee for commodity-exposed sectors.

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Host: Tracy Shuchart

Guests: Bill Fleckenstein, Matt Cole, Michael Belkin

Bill Fleckenstein

Legendary Hedge Fund manager Bill Fleckenstein. Who called the dotcom bubble in

the 1990s and the 2008 collapse.

Bill graduated from the University of Washington with a major in Mathematics, and joined the

prestigious Wall Street firm Kidder Peabody in 1979.

In 1982 he launched his own firm.

He has written daily commentary on market action

since 1996 and FleckensteinCapital.com was

launched in 2003.

He is also a bestselling author. His book is titled:

Greenspan's Bubble: The Age of Ignorance at the

Federal Reserve published in January of 2008.

Matt Cole

CEO and Chief investment officer at Strive Funds

 Matt oversees Strive’s investment philosophy, strategic positions, and product line up. He is Head Portfolio Manager for Strive’s equity ETFs and its actively managed Fixed Income ETFs. Prior to Strive, Matt was a Portfolio Manager at CalPERS, where he oversaw more than $70 billion in actively managed Fixed Income portfolios. During his 16 years at CalPERs, his portfolios were among the best performing in the investment industry and did not underperform their benchmark in any single year.

 Michael Belkin

Michael Belkin is a financial and economic forecaster, who counsels family offices, hedge funds, pension funds, investment banks, mutual

funds, institutional money managers, sovereign wealth funds and high-net-worth investors throughout North America, Europe and Asia.

Mr. Belkin was a Vice President in the equity department of Salomon Brothers until 1992. His role was quantitative strategist in globalmacro proprietary trading. His proprietary forecasting model is based on his studies of time series analysis at the UC Berkeley Haas Business School and UC Berkeley Statistics Department.

Mr. Belkin's institutional advisory services are furnished via the weekly Belkin Report, which provides strategic forecasts for international stock indexes, interest rates, currencies, commodities, emerging markets and economic indicators with aspecial emphasis on sector rotation and long/short stock selection.

Host: Tracy Shuchart for MicDropMarkets

Guest: Louis-Vincent Gave

Louis-Vincent Gave

 Louis-Vincent Gave is CEO of Gavekal. He co-founded the company in 1999 with his father Charles and Anatole Kaletsky.

 Gavekal started as an independent research firm and evolved in 2005 to include fund management and in 2008 to include data analysis services. Since 2005, Louis has mostly focused on the money management side of the business.

 Before co-founding Gavekal, Louis worked for Paribas Capital Markets where he was an equity research analyst from 1997 to 1999.

In 1996 and 1997, Louis served in the French Mountain Infantry Division as a Second Lieutenant. Louis studied Economics, History and Chinese at Duke University and Nanjing University.

In the past decade, Louis has written seven books, including his latest "Avoiding the Punch: Investing in Uncertain Times", published in August 2021.

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Guests this week: Lakshman Achuthan and Jim Welsh

Lakshman Achuthan

 Co-founder of ECRI

 The leading predictor of cycle turning points.

For over 30 years Lakshman has been studying business cycles and working with clients.

In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit from Turning Points in the Economy.

Lakshman met his mentor, Geoffrey H. Moore, at Columbia University in 1990. After working together for years, with co-founder Anirvan Banerji, the three left Columbia to start ECRI in 1996.

He also serves on the Board of Governors for the Levy Economics Institute of Bard College.

Jim Welsh 

Jim has published a monthly investment letter since 1985 that focuses on Federal Reserve monetary policy, the economy, and the financial markets. He has managed a mutual fund, worked for major wire-houses, and has been widely published in financial media.

Jim was Forward Funds' ($5.5 billion) Macro Tactical strategist for a number of years, and provides high quality economic and technical market analysis for advisors and investors as a guide to portfolio allocation and tactical portfolio changes. 

Welsh's Macro Tides models identify trend changes in the domestic & international equity markets, fixed income, currency (USD & Euro) and Gold markets.

Host Tracy Shuchart (@chigrl)

Follow @MicDropMarkets on X

Guests: Arjun Murti and Rory Johnston

Arjun Murti

Arjun was the Goldman Sachs “Super Spike” analyst from the 2000s commodity bull market era. He retired as a partner in 2014 after 22 years as a sell- and buy-side energy equity research analyst at Goldman Sachs, J.P. Morgan Investment Management, and Petrie Parkman & Co.  

He has since stayed active as an independent board member of ConocoPhillips, a senior advisor at Warburg Pincus, and an advisory board member at Columbia University’s Center on Global Energy Policy as well as ClearPath.

In March 2023, he “un-retired” to become a partner at Veriten, an energy research, strategy, and investment firm.

He also publishes a  substack called SuperSpiked about the messy transition era.

Rory Johnston

 Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto’s Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines.

He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank where he set the bank’s energy and metals price forecasts, advised the bank’s executives and clients, and sat on the bank’s senior credit committee for commodity-exposed sectors.

Follow host @chigrl on X

@MicDropMarkets

Host: Tracy Shuchart via MicDropMarkets

Guests

Jeremy Schwartz

CIO Wisdom Tree

Jeremy Schwartz has served as the Global Chief Investment Officer since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indexes, quantitative active strategies and multi-asset Model Portfolios.

 Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021.

 Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run.

 He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132

Mike Green

 Michael is the chief strategist at Simplify Asset Management .

 Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC.  Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.

DISCLAIMER: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

This Weeks Guests

Blake Morrow (@PipCzar)

Blake is the Co Founder of Forex Analytix. Blake spent most of his professional career as the Chief Currency Strategist for Wizetrade group for 15 years, and then the Senior Currency Strategist for Ally Financial after the acquisition of Tradeking which owned the Wizetrade Group. He is co-owner of a Dallas based brokerage firm and LiquidTrader Technologies and has been trading the markets for over 25yrs. His company, Forex Analytix, aims to educate and build a community of successful traders around the globe.

 Stelios Kontogoulas (@SteliosConto)

Stelios is the co-founder and Chief Macro Analyst for Forex Analytix. He has an IT background but switched to trading and was a market-maker for 10 years at Barclays and BoA/ML in London. His trading decisions are driven mostly by fundamentals, using technical analysis for entry/exit points.

Ryan Littlestone (@ForexFlowLive)

 Ryan is the Founder of Forex Flow Live, and has merged with the Forex Analytix team. Ryan has over 30 years experience starting his career in dealing LME warrants and trading in the pits at LIFFE as a local. He still trades his own account and is  He is the host of the popular "Flow Show" in European hours prepping traders on the day ahead in markets.

Forex Analytix (@ForexAnalytix) has a trader funding program

Use this link to get started: https://traderfundingdashboard.propaccount.com//evaluation?affiliateId=chigrl

Host: Tracy Shuchart for MicDropMarkets

Guests: Tom Kloza, Abdulaziz, Joshua Pollard

Tom Kloza

Global Head of Energy markets and cofounder of OPIS

Oil Price Information Service (OPIS) provides price transparency across the global supply chain so that all stakeholders can buy and sell oil and energy commodities with confidence. 

He has analyized crude oil, refined products and gas liquids for 40 years. He briefly traded petroleum futures back in 1978 and admits that he had no business doing so. He also writes commentary for Market Watch and a regular guest commentator for Bloomberg Financial and NPR marketplace. . He has spoken at industry gatherings in more than 100 locations across the United States and Canada and sits on a number of advisory boards

Abdulaziz

 Abdulaziz is a prominent Public Saudi figure on Energy and Climate issues and a public speaker for major energy issues for the chamber of commerce, municipalities and many other entities in the MiddleEast.

 For the past 15 years Abdulaziz has been an avid observer in the E&P activities in the MENA region. He reports  daily on the regional competitors activities in the Upstream Sector as well as reporting quarterly updates on updated Business activities globally and in the region, including monitoring of all oil and gas discoveries in the Middle East, North Africa and global frontier areas. .

Joshua Pollard

 Specializes in oil due diligence at Altoga Research.

 Altoga Research, is the recognized leader in oil and gas research in Texas. They have a deep understanding of the industry and has developed a reputation for locating hard-to-find completion documents, well logs, well files, maps, and other critical information as well as generating profitable drilling prospects. providing comprehensive Environmental Field Audits, and Simplifying Texas RRC Regulatory Filing Services

He is currently overseeing operations on a restructure in the oil and gas industry. 

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Guests this week:

Andy Constan - Damped Spring

Gary Brode - Deep Knowledge Investing

Peter Boockvar - The Boock Report

Neely Tamminga - Distill IQ

Mike Green - Simplify

Host: Tracy Shuchart (@chigrl)

Follow: MicDropMarkets

Host: Tracy Shuchart for MicDropMarkets

Guests: Eric Basmajian and Albert Marko

Eric Basmajian

Eric is an economic cycle analyst and the founder of EPB Research, a firm providing research on the long-term and short-term factors influencing the US Business Cycle.

EPB Research primarily works with institutional investors and corporate management teams of cyclical industries, including manufacturing, construction, and residential real estate.

Eric is a patient advocate and board member of the FibroFighters Foundation, patient-centric advocacy and education organization dedicated to helping patients and caregivers affected by Fibrolamellar Carcinoma

Albert Marko

Albert Marko began work in foreign affairs in Europe as a political consultant for multiple political parties. Spending 10 years in Eastern Europe and the South Caucasus, including Georgia during the Russia-Georgia war, he was a registered defense broker for the State Department DDTC, specializing in procuring Russian equipment.

Since returning from Europe to Washington, he has consulted with many U.S. Members of Congress in the House Foreign Affairs Committee, Appropriations Committee and other legislative outfits on Capitol Hill, specifically who deal with international relations along with working groups on geopolitical risk events, campaign strategies.

He is currently a political economic consultant for hedge funds financial firms in helping navigate the US political and financial process.

DISCLAIMER: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Host: Tracy Shuchart for MicDropMarkets

Guests: Lyn Alden and Tom Luongo (X handles)

Lyn Alden

Lyn’s  background lies in the intersection of engineering and finance.

She has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, with a focus on engineering economics and financial modeling.

She has been performing investment research for over fifteen years after retiring from engineering in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Her goal is to provide institutional-level research in plain English, so that both institutional investors and retail investors can benefit from it.

Her work has been editorially featured or cited on a plethora of media channels

She just published her first book “Broken Money” last year, a bestseller on Amazon.

Tom Luongo

Tom is a Former Research Chemist, Amateur Dairy Goat Farmer, Anarcho-Libertarian and Obstreperous Austrian Economist whose work can be found on sites like Zerohedge, Lewrockwell.com, Bitcoin Magazine and Newsmax Media.

He is publisher of the Gold Goats ‘n Guns Newsletter and blog. Tom’s sifts out the stories from behind the headlines and weaves the disparate threads of the global-macro environment into a coherent picture. He backs that up with a strong track record of making actionable calls on markets with uncommon accuracy.

With a decade of experience as a newsletter editor and contributor for numerous publications and podcasts, Tom has pushed the line between where politics and markets intersect with a fierce intellectual honesty.

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Guests

Carol Roth

 Carol Roth is a “recovering” investment banker; entrepreneur; TV pundit and host; speaker; economic, business, and financial commentator; content developer; and New York Times bestselling author.

Her books include The Entrepreneur Equation, The War on Small Business and now, You Will Own Nothing (out 7/18/23).

 Carol has worked in a variety of capacities across industries, including currently as an outsourced chief customer officer (CCO), as a director on public and private company boards, and as a strategic advisor and C-level consigliere.

 Carol connects the dots on financial, business, and economic issues for novice and pro audiences alike. She is also the creator of the Future File legacy planning system and software (http://FutureFile.com). Carol advocates for small business, small government, and big hair.

 In her book just out last year, You Will Own Nothing¸ Roth reveals how world governments, globalist organizations, Big Tech, Wall Street and other powerful elites are proactively trying to control every finite resource and determining who has access to such resources.

Chris Martenson

 Chris Martenson is an economic researcher and futurist specializing in energy and resource depletion, and founder of PeakProsperity.com.

As one of the early econobloggers who forecasted the housing market collapse and stock market correction years in advance, Chris rose to prominence with the launch of his seminal video seminar: The Crash Course which has also been published in book form with a new revised edition that just came outlast year. The Crash Course is a popular and extremely well-regarded distillation of the interconnected forces in the Economy, Energy and the Environment (the “Three Es” as Chris calls them) that are shaping the future – one that will be defined by increasing challenges to growth as we have known it.

Following that, the book Prosper! addresses personal resilience by building eight forms of capital.

In addition to the analysis and commentary he writes for his site PeakProsperity.com, Chris shares his insights on his own social media channels, as well as through traditional media, academic, and civic and private organizations around the world, including the UN, the UK House of Commons and U.S. State Legislatures

Guests: Jeff Macke and Neely Tamminga

Jeff Macke

Founder and President of Macke Asset Management

Founding cast-member of CNBC's Fast Money (2006-2009)

He has been writing about stocks and markets on and off-line since the mid 1990's. He worked for and has appeared on TheStreet.com, Yahoo Finance, the WSJ, the late Minyanville and just about everywhere else.

Co-Wrote "Clash of the Financial Pundits" with Josh Brown.

Started his career with Macy's (in the management training program...and sold suits and shoes back when you had to put them on men's feet!). Grew up in Target stores (his dad was CEO of what was then Dayton Hudson).

Currently in-development on a new project with Herb Greenberg.

Neely Tamminga

 Neely is the co-founder and CEO of DISTILL—a specialized advisory service for executive leaders and board directors on matters of the consumer economy.  Prior to launching DISTILL, Neely worked for 20+ years on Wall Street covering the consumer sector where she advised institutional and private equity investors in their investment decisions.  During her career, Neely led the consumer research practice as a managing director at Piper Jaffray (now Piper Sandler). 

 Key career awards include top sell-side analyst in The Wall Street Journal Best on the Street analyst survey in 2006 and 2011 for coverage in broadline and apparel retailers.  In 2007, Neely was named by Minneapolis-St. Paul Business Journal as a 40 Under Forty award winner.  A frequent keynote speaker on matters of the consumer economy, Neely was included in the 2020 lineup of speakers for TEDxMinneapolis

Host: Tracy Shuchart (@chigrl)

Follow @micdropmarkets

Join host Tracy Shuchart @chigrl in collaboration with @grizzlemedia

Co-hosts: @thomasg_grizzle, @margot_rubin , and @ScottW_Grizzle

For a discussion on Federal Reserve, CBDC, energy, and China trade with Republican Presidential candidate Vivek Ramaswamy

Vivek2024.com

Guests: Lyn Alden and Marty Bent

Lyn Alden

 Lyn’s  background lies in the intersection of engineering and finance.

She has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, with a focus on engineering economics and financial modeling.

She has been performing investment research for over fifteen years after retiring from engineering in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Her goal is to provide institutional-level research in plain English, so that both institutional investors and retail investors can benefit from it.

Her work has been editorially featured or cited on a plethora of media channels

She just published her first book “Broken Money” last year, a bestseller on Amazon.

Marty Bent

Managing Partner at Ten31

Ten31 is the leading bitcoin-focused investor and partner of choice to companies building technology and infrastructure for the bitcoin ecosystem, as well as complementary freedom-oriented technologies including open source software, AI and nostr.

Founder of TFTC the super popular podcast dedicated to bringing you content that spans the realms of bitcoin, economics, privacy, freedom technology, and culture. 

And Director at Cathedra, a company has diversified bitcoin mining operations which produce 355 PH/s across three states and five locations in the United States.

Previously, Marty was the director of business development at Great American Mining ("GAM"), a bitcoin mining company focused on off-grid deployments using non-rival energy sources such as natural gas that would otherwise be flared throughout oil fields.

Host: Tracy Shuchart (@chigrl)

Follow @MicDropMarkets on X

Host: Tracy Shuchart

Guests: Hugh Hendry and Brent Johnson

Hugh Hendry

 Hugh Hendry is a writer, risk-taker, and thought leader on global capital markets. In 2002 he founded Eclectica Asset Management, a hedge fund that delivered uncorrelated returns to clients for over a decade. His prescience in anticipating the Great Financial Crisis of 2008 earned him a reputation as a prophetic iconoclast.

Despite stepping back from active fund management, Hendry remains an influential voice in finance, leveraging his deep understanding of market dynamics and his contrarian mindset to provide a unique perspective on economic developments as the Acid Capitalist. Hendry now resides in St. Barts, where he is a leading investor in luxury real estate.

 Link: https://www.patreon.com/HughHendry

Brent Johnson

Brent Johnson brings over twenty years of experience in the financial markets to his position as CEO of Santiago Capital where he manages $175mm for High Net Worth families via separately managed accounts and private funds.  

Brent enjoyed more than nine years as a Managing Director at BakerAvenue Asset Management, a $2 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York.  He was the lead advisor for several of the firms largest clients.  

Before joining BakerAvenue, Brent spent nine years at Credit Suisse in their private client group. He got his start as part of the training program at DLJ  in New York prior to moving to San Francisco. He joined Credit Suisse in the fall of 2000 when the bank purchased DLJ.

Link: https://santiagocapital.com/

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Host: Tracy Shuchart for MicDropMarkets

Guests: Andrey Sizov, Angie Setzer, Garrett Toay

Andrey Sizov

 Andrey is head of SovEcon think tank and editor of the Sizov Report on Black Sea grain. For 27 years they have been forecasting crops and exports, assessing stocks and consumption and looking at other key price drivers. They help their clients to trade better and avoid costly mistakes by providing analysis of the important and volatile Black Sea region. If you are trading grains and especially wheat you might want to check their service with a free trial at Sizov Report

Angie Setzer

Angie Setzer has over 18 years of experience in the cash grain industry. She focuses on bridging the gap between farmers and end users, leveraging her knowledge from both sides. In 2021, she founded Consus, where she assists farmers in turning their bushels into cash. Additionally, she provides consultancy services to agribusinesses and industry professionals around the world. Angie is renowned as a market analyst and has appeared on various media platforms, including Bloomberg Television, BBC News, Fox Business, Market to Market, and Bloomberg's "Oddlots."

 Garret Toay

 Is with AgTraderTalk is a full service Introducing Broker of R.J. O’Brien.  They handle commercial and farmer accounts across the Midwest.  In addition, to commentary and research.

Garrett has been in the commercial grain industry since 2001. The owner of Toay Commodity Futures Group since 2004, Garrett handles commercial accounts across the corn belt. He has been a contributor to Bloomberg, the Iowa Farmer Today and Barchart’s Grain Professional newsletter. He also used to report market news for AM-640 WOI out of Ames, IA. He has also been quoted in the San Francisco Chronicle. A 2000 graduate of Iowa State University, Garrett has presented for conferences from New York to Brazil.

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Host: Tracy Shuchart for MicDropMarkets

Guest: Chris Timmins

Chris Timmins

CEO & President of Pegasus Resources

Chris Timmins is a serial entrepreneur and investor with over twenty years of analyzing and speculating in the metals, mining and technology sectors. He has been involved in many public companies during his career and has served on public company boards and held various positions, including as Chief Executive Officer.

Pegasus primary focus is on uranium with a secondary focus on gold, silver, and copper

DISCLAIMER This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Host Tracy Shuchart @chigrl

Guests this week:

Ross Kennedy @maphimanintent

 Ross Kennedy is the founder of Fortis Analysis, a strategic consultancy that serves public- and private-sector clients operating at the nexus of geoeconomics and national security. He is a logistics industry veteran, with seventeen years of direct experience operating agribusiness, chemical, energy, humanitarian, food, defense, and water supply chains.

John Konrad @JohnKonrad

Captain John Konrad, founder and CEO of gCaptain, is a seasoned maritime and offshore professional with hands-on experience in the energy sector. As a licensed captain for the world's largest ships, John has navigated drills hips and oil tankers, working closely with energy operations in various ports worldwide. His expertise extends to building cutting-edge ships and overseeing billion-dollar offshore construction projects in the most challenging marine environments. John is author of "Fire on the Horizon: The Untold Story of the Gulf Oil Disaster" and is a distinguished alumnus of New York Maritime College.

Be sure to follow us on Twitter: @MicDropMarkets

Host: Tracy Shuchart

Guests: Tony Greer and Kevin Smith

Tony Greer

 Tony began his career in the treasury department of Sumitomo Bank then moved on to join Union Bank of Switzerland as an FX and commodities trader. He returned to New York to join  J. Aron & Company, the privately held commodity trading arm of Goldman Sachs. Where he managed risk for the Goldman Sachs Commodities Index, in precious and base metals trading, and in futures and options trading on the New York Mercantile Exchange

He has worked for prop firms and the NYSE trading floor.

In August of of 2016 Tony launched TG Macro to create an independent research firm where he could combine 25 years in trading and 15 years writing a daily newsletter into one analytical platform. Tony provides fundamental, technical, and behavioral analysis of global markets to a group of institutional clients and a personal subscriber base.

Kevin Smith

 Kevin is the Founder and CIO of Crescat Capital. He has been managing investment portfolios since 1992, a career spanning multiple business cycles.

 Kevin has been the lead Portfolio Manager of Crescat’s five investment strategies since their respective inceptions. He is the creator of Crescat’s firmwide global macro investment process and systematic equity valuation model.

 Prior to founding Crescat, he worked as a Wealth Advisor with Kidder Peabody. He earned an MBA from the University of Chicago Booth School of Business with a specialization in Finance and a concentration in Statistics. He holds the Chartered Financial Analyst designation.

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Host: Tracy Shuchart for MicDropMarkets

Guests: Cem Karsan and Michael Lebowitz

Cem Karsan

 Cem Karsan is the Founder, CIO, and Managing Principal of Kai Volatility Advisors. He is responsible for portfolio construction, and firm-wide management, as well as its Head of Research and Risk Management. Mr. Karsan formed Kai Volatility Advisors after over two decades of experience building industry-leading derivatives businesses. At its peak, during the Great Financial Crises, Mr. Karsan’s proprietary market-making firm, Precision Capital Management, represented approximately 13% of the daily volume of S&P 500 Options. In 2010, Mr. Karsan divested his stake in Precision Capital to found his own investment management firm, now Kai Volatility Advisor

Michael Lebowitz

Portfolio Manager, CFA

Michael Lebowitz brings more than 25 years of financial markets and risk management experience to RIA Advisors. Throughout his career, Michael has been involved in trading, portfolio construction and risk management involving some of the largest and most active portfolios in the world. In addition to broad institutional experience, he also built a successful independent RIA which allowed him to further extend his experience into the realm of investment management for individuals and family offices. Michael’s background and experience are the product of a diverse career path that affords him a unique investment and economic perspective. Grounded in logic and common sense, he blends his vast trading and investment expertise with economic viewpoints that delivers pragmatic and actionable thought leadership to clients.

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Guest this week: Stephanie Link and Mike Larson

Stephanie Link

 Stephanie Link is the Chief Investment Strategist and Head of Investment Solutions at Hightower Advisors, a national wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices. In addition, Ms. Link runs an equity portfolio within the Investment Solutions group which has $3.5B in assets under management.

Prior to joining Hightower, Ms. Link was the Senior Managing Director and Head of Global Equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $200 billion in assets, managed her own US Core portfolio with $3.7 billion in assets

Before joining Nuveen, Ms. Link spent seven years at TheStreet as Chief Investment Officer and Co-Portfolio manager of Jim Cramer’s Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as Managing Director of Institutional Sales and Director of Research. She began her career at Dean Witter Reynolds in the Institutional Sales Department.

 Mike Larson

Mike Larson serves as vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and conferences and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. Where he produced the company's Safe Money Report, a comprehensive Monthly Market Overview. Full of detailed, hard-hitting analysis about what is driving the stock market overall, and dividend-paying investments., Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products.

He specializes in Income-Focused Stock & Options Strategies.

His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.

Follow host Tracy Shuchart (@chigrl)

And @micdropmarkets

DISCLAMER: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Guests: Lonnie Hendry and Daniel McNamara

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You can find them at Menthorq.com or at their X account @methorqpro

Guests this week:

Daniel McNamara

@danjmcnamara

Founder of Polpo Capital

 Polpo Capital was founded in 2021 by Daniel McNamara. Prior to founding Polpo, McNamara was a CMBS Portfolio Manager for 9 years at MP Securitized Credit Fund and launched a CMBX/Regional Mall Short Fund in 2020.

This experience led Dan to launch Polpo Capital. McNamara has been investing in the fixed income markets with a focus on structured products & CMBS for 20 years.

Polpo invests in CMBS based on a bottom-up approach with a heavy emphasis on CMBS underwriting, while weighing macroeconomic factors. The approach has allowed McNamara and the team to profit from opportunities on both the long and short side of the CMBS market.

McNamara graduated from Amherst College.

Lonnie Hendry

@Lonnie_CRE

Head of CRE & Trepp Advisory Services, Senior Vice President

 With a background spanning 20 years in the commercial real estate industry, he is charged with enhancing Trepp's client relationships across all business lines and product verticals. Lonnie is also the co-host of the weekly CRE show with more than 700K listens, The TreppWire Podcast.

Lonnie leads a global team of more than 20 product management and development professionals, working to assist clients with accomplishing their strategic goals through a variety of Trepp products, customized advisory services, and solutions.

 Mr. Hendry's professional experience includes conventional multifamily property management and development, commercial and residential leasing, brokerage, and appraisal.

Lonnie earned a Master of Science degree in Real Estate with a concentration in Sustainability from the University of Texas at Arlington where he also received a Graduate Certificate in Real Estate Development.

In addition to his responsibilities at Trepp, Mr. Hendry is an adjunct faculty member at Texas Tech University

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Guests

Josh Young

CIO and Founder of Bison Interests energy fund

Josh has built his career concentrating on deep value opportunities for investors. He has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities.

Josh was a management consultant to Fortune 500 companies and private equity firms, and then an investment analyst at a private equity fund. He worked as an energy investment analyst for a multi-billion dollar, single family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008.

 Vandana  Hari

Vandana Hari is Founder & CEO of Vanda Insights, a Singapore-based provider of global oil markets macro-analysis. She has 25 years of experience providing intelligence on the global energy markets to stakeholders in the petroleum industry, policy-makers, and wealth managers. Before launching Vanda Insights in 2016, Vandana served in leadership positions at S&P Global Platts

She is a regular speaker at international energy conferences, is extensively quoted by business media around the world, and writes a monthly oil column for the Nikkei Asian Review

Chistine Guerrero

Christine Guerrero is a Petroleum Engineering with an MBA.  She spent nearly 2 decades within the oil & gas industry working for Schlumberger, Precision Drilling, Chevron and Hess Corporation in drilling operations and strategic planning roles prior to becoming a fulltime investor and sector advisor.

Host: Tracy Shuchart

Host: Tracy Shuchart for MicDropMarkets

Guest: Todd Harrison

Todd Harrison

 Todd Harrison is the Founding Partner / Chief Investment Officer of CB1 Capital Management. Todd has spent over three decades on Wall Street managing risk and researching financial market strategies. His institutional experience includes Morgan Stanley Equity Derivatives (VP), The Galleon Group (MD), and Cramer, Berkowitz LLC (President / Head of Trading).

 Todd was also the Founder and CEO of Minyanville Media, Inc., an Emmy Award winning financial media company that covered global markets in real-time, developed, and licensed investment content to broker-dealers, and wrote real-time content that enabled millions of traders and investors to make more informed financial decisions.

 Todd’s first book, The Other Side of Wall Street, was published in 2011 by FT Press, and he has received an Emmy Award from The National Academy of Television Arts & Sciences.

 He was featured in the 20th Anniversary documentary of Oliver Stone’s Wall Street and the 2013 documentary, Money for Nothing: Inside the Federal Reserve

 Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Guests this week: Marin Katusa and Francis McDonald

This spaces is brought to you by MenthorQ

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Guests this week:

Marin Katusa

 Marin is a Canadian investor, author, hedge fund manager and the founder and chairman of Katusa Research.  He is a contrarian and value investor specializing in the resource sector.

 Starting from scratch, Marin has built a large personal fortune... all through his ability to find great investments. During his career, he has sat on the board of a public company, arranged over $1 billion in financings, and written the New York Times bestselling book, The Colder War.

 Marin's insight has been featured in The Wall Street Journal, The New York Times, Bloomberg and CNBC. He has traveled over one million air miles visiting over 500 resource projects in more than 100 countries

Francis McDonald

CEO & DIRECTOR of LiFT power

 Li-FT is a mineral exploration company engaged in the acquisition, exploration, and development of lithium pegmatite projects located in Canada

Mr. MacDonald has 15 years of experience in the mining industry and is an exploration geologist. He co-founded Kenorland Minerals, a North America-focused company generating greenfield exploration opportunities across different commodities. Prior to 2016, Mr. MacDonald worked with Newmont Mining doing greenfield exploration in Nunavut, West Africa, and East Africa

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Linda Raschke

Linda began her professional trading career in 1981 making markets in options as a member of two exchanges. She became a registered CTA (Commodity Trading Advisor) in 1992.

Since then, she has been the principle trader for several hedge funds and started her own hedge fund in 2002 for which she was the CPO (Commodity Pool Operator). Linda’s hedge fund was ranked 17th out of 4500 for best 5 year performance by BarclaysHedge and her early successes were recognized by Jack Schwager in his renowned Market Wizards series. Linda retired as a CPO and CTA in 2015.  However, she continues to trade daily for her own account….the same managed money program she has traded since 1992.

She is the author of Trading Sardines and co- author of Street Smarts: High Probability Trading Strategies for the Futures and Equities Markets” with Laurence A. Connors.

Anthony Crudele

Anthony Crudele is a seasoned Futures trader with 29 years of experience. His journey began in 1995 as a runner at Lyn Waldock, marking the initiation of his experience in the financial markets. From there, he took on various roles, eventually becoming one of the youngest members on the trading floor of the Chicago Mercantile Exchange (CME), holding multiple seats and actively participating in the early stages of electronic trading. Crudele’s 23-year membership at the CME solidified his passion for the industry.

Beyond his trading career, Crudele has made a significant impact on the Futures industry as the founder of “Futures Radio Show” in 2014, the first Futures podcast. Over the past decade, the podcast has offered valuable insights through interviews with industry experts.

Sponsor this week: MenthorQPro

Discover how Menthor Q is revolutionising the way option traders trade and risk manage via Alternative Option data.

Menthor Q Solutions Offers:

- Gamma and Volatility Levels on Stock, ETFs, Futures and Crypto

- Cutting-edge predictive models for options trading.

- Expert insights and analysis for informed decision-making.

- A Community of 15000 professional traders

You can find them at Menthorq.com or at their X account @methorqpro

Please follow us on X: @micdropmarkets

host: Tracy Shuchart @chigrl

Link to the Trader Funding Program from Forex Analytix: https://traderfundingdashboard.propaccount.com//evaluation?affiliateId=chigrl

Luke Gromen on X @LukeGromen

FFTT: https://fftt-llc.com/

Tracy Shuchart on X: @chigrl

Ralph Schoellhammer on X: @Raphfel

Carol Roth Twitter: @caroljsroth

You Will Own Nothing. Your War with a New Financial World Order and How to Fight Back

Roth reveals how world governments, globalist organizations, Big Tech, Wall Street and other powerful elites are proactively trying to control every finite resource and determining who has access to such resources. This book is an essential guide to stopping the elites’ agenda and taking control to preserve your and your family’s freedom and wealth.

you can pre-order her book now on Amazon: https://www.amazon.com/You-Will-Own-Nothing-Financial/dp/0063304937/ref=sr_1_2?crid=2FC0W07YBW0VM&keywords=carol+roth&qid=1684439478&sprefix=carol+roth%2Caps%2C122&sr=8-2

Guests: Mary Kissel, Leland Miller, Tony Nash

Mary Kissel

Mary is Executive Vice President and Senior Policy Advisor at Stephens Inc. In this role, she provides advice on geopolitical risk and macroeconomic trends to Stephens clients and the Stephens management team.

From October 2018 to January 2021, Ms. Kissel served as Senior Advisor to Secretary of State Michael R. Pompeo. Prior to joining the State Department, she had a long and distinguished career on The Wall Street Journal editorial board, including stints as chief foreign policy writer in New York City and Asia-Pacific editorial page editor, based in Hong Kong. She began her career at Goldman Sachs.

Leland Miller

Leland is the co-founder and CEO of China Beige Book.

A noted authority on China’s economy and financial system, he is a frequent commentator on media outlets such as CNBC, Bloomberg TV, CNN, and FOX Business, and he has served as guest host of two of the financial world’s top morning news shows, CNBC Squawk Box and Bloomberg Surveillance.

Before co-founding China Beige Book in 2010, Leland was a capital markets attorney based out of New York and Hong Kong and worked on the deal team at a major investment bank. He holds a law degree from the University of Virginia, and a master’s degree in Chinese History from Oxford University

Leland is an elected member of the National Committee on U.S.-China Relations, an elected life member of the Council on Foreign Relations

In February 2024, Leland was appointed Commissioner to the congressionally-mandated U.S.-China Economic & Security Review Commission by Speaker of the House Mike Johnson

Tony Nash

Tony Nash is the CEO and Founder of Complete Intelligence. Previously, Tony built and led the global research business for The Economist and the Asia consulting business for IHS (now part of S&P). He is a frequent public speaker and a contributor to leading global media (BBC, CNBC, Bloomberg, etc.) and has served as an advisor to government and think tanks in Tokyo, Singapore, Beijing, Washington D.C. and others.

Tony is an international advisory board member for Texas A&M University. He has a Master’s Degree in International Relations from the Fletcher School of Law & Diplomacy at Tufts University and a BA in Business Management from Texas A&M University.

Host: Tracy Shuchart (@chigrl)

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Up today we have legendary Hedge Fund manager Bill Fleckenstein. Who called the dotcom bubble in the 1990s and the 2008 collapse.

He has written daily commentary on market action since 1996 and FleckensteinCapital.com was launched in 2003.

He is also a bestselling author. His book is titled: Greenspan's Bubble: The Age of Ignorance at the Federal Reserve published in January of 2008.

Get Bill Fleckenstein's daily market analysis at : www.fleckensteincapital.com

X

Tracy Shuchart @chigrl

Ralph Schoellhammer @Raphfel

Bill Fleckenstein @Fleckcap

Link to trader Funding Program: https://traderfundingdashboard.propaccount.com//evaluation?affiliateId=chigrl

Guests Stephanie Pomboy and Larry Mcdonald

Stephanie Pomboy 

 Stephanie Pomboy is the founder, owner, and president of MacroMavens. She is also a financial analyst, market strategist, and economist. 

She began her career at Cyrus J. Lawrence LLC's investment management company. Then worked as a managing director at  economic research firm ISI Group with Ed Hyman and Nancy Lazar from 1991 to 2002.where she provided timely financial insight and analysis to the country's most sophisticated and largest institutions. 

In 2002 she founded her own firm MacroMavens delivering prescient insights on emerging macroeconomic trends and their implications for global financial markets .

 In addition, she hosts a joint podcast called The Super Terrific Happy Hour with Grant Williams of Things That Make You Go Hmmm… newsletter. 

Lawrence McDonald

Larry McDonald is a New York Times bestselling author, CNBC contributor, and Political Risk Expert. He is also the creator of The Bear Traps Report, a weekly independent Macro Research Platform focusing on global political and systemic risk with actionable trade ideas founded in 2010

From 2011 – 2016, he was Managing Director and Head of U.S. Macro Strategy at SocGen

In late 2006, as Vice President at Lehman Brothers, he led his team into betting against the subprime mortgage market, profiting the firm over $2 billion before its demise.

Prior to working at Lehman, he was the co-founder of Convertbond.com, a website that provided convertible securities information with news, valuation, terms and analysis tools for convertible bonds, convertible preferred stocks, and other convertible securities. Convertbond was acquired by Morgan Stanley in 1999.

His latest book titled How to Listen When Markets Speak is out March 26th

Welcome to the new Mic Drop Markets Spaces

Mic Drop Markets welcomes

@Razoroil Alex Filstein

@thomasg_grizzle Thomas George

@deerpointmacro

This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Guests this week

Eric Balchunas

 ERIC BALCHUNAS is a senior ETF analyst at Bloomberg, where he has over a decade of experience working with ETF data, designing new functions and writing ETF research for the Bloomberg terminal. He also writes articles, feature stories and blog posts on ETFs for Bloomberg.com and appears each week on Bloomberg TV and Radio to discuss ETFs. He is also the Author of The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions

Cem Karsan

 Cem Karsan is the Founder, CIO, and Managing Principal of Kai Volatility Advisors. He is responsible for portfolio construction, and firm-wide management, as well as its Head of Research and Risk Management. Mr. Karsan formed Kai Volatility Advisors after over two decades of experience building industry-leading derivatives businesses. At its peak, during the Great Financial Crises, Mr. Karsan’s proprietary market-making firm, Precision Capital Management, represented approximately 13% of the daily volume of S&P 500 Options. In 2010, Mr. Karsan divested his stake in Precision Capital to found his own investment management firm, now Kai Volatility Advisor

 Mike Green

 Michael is the chief strategist at Simplify Asset Management .

Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC.  Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.

This spaces is brought to you by MenthorQ

Discover how Menthor Q is revolutionizing the way option traders trade and risk manage via Alternative Option data.

Are you an options trader looking to get ahead of the market? Menthor Q is here to transform your trading experience with innovative alternative data and option trading models.

Menthor Q Solutions Offers:

- Gamma and Volatility Levels on Stock, ETFs, Futures and Crypto

- Cutting-edge predictive models for options trading.

- Expert insights and analysis for informed decision-making.

- A Community of 15K professional traders

You can find them at Menthorq.com or at their X account @methorqpro

use code: chi20 to receive at 20% discount on any plan.

Host: Tracy Shuchart for MicDropMarkets

Guests: Velina Tchakarova and Pyotr Kurzin

Velina Tchakarova-Founder of FACE

With over two decades of professional experience and academic background in security and defense, Velina Tchakarova is an expert in the field of geopolitics. As the former Director of the Austrian Institute for European and Security Policy (AIES) in Vienna, Austria, Velina has a wealth of knowledge and expertise in analyzing the geopolitical landscape and its impact on businesses and organizations.

Currently serving as an instructor at the Real-World Risk Institute, a member of the Strategic and Security Policy Advisory Board of the Science Commission at the Austrian Federal Ministry of Defense, and a peer board member of the Austrian publication Defence Horizon Journal

At FACE, Velina Tchakarova utilizes her extensive network of experts and real-world experience to offer customized solutions for clients to navigate the geopolitical landscape and make informed decisions.

Pyotr Kurzin

 Pyotr is a geopolitical and international policy professor with experience at the International Crisis Group, UN and World Bank. He obtained his BSc in Population Sciences & Geography from Southampton University and MA in Strategic Studies & International Economics from the Johns Hopkins School of Advanced International Studies.

He is also the host of the popular podcast: The Global Gambit

DISCLAIMER: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Host: Tracy Shuchart (@chigrl) for @MicDropMarkets

Guests: Brien Lundin and Dr. Anas Alhajji

Brien Lundin

 With a career spanning four decades in the investment markets, Brien Lundin serves as president and CEO of Jefferson Financial, Inc., a highly regarded producer of investment-oriented events and publisher of investment newsletters and special reports.

Under the Jefferson Financial umbrella, Mr. Lundin serves as publisher and editor of Gold Newsletter, the publication that has been the cornerstone of precious metals advisories since 1971, As editor of Gold Newsletter, Mr. Lundin covers not only resource stocks, but also the entire world of investing, from small-caps of every type to macroeconomics and geopolitical issues that ultimately affect every investor.

And he is the host of the annual New Orleans Investment Conference, the oldest and most respected investment event of its kind. (which I will be speaking at this year)

Anas Alhajji

Dr. Anas is a key note speaker, author and energy market expert. He offers a “Big Picture” approach to energy issues that help investors and decision makers articulate the issues and avoid decision biases. His company Energy Outlook Advisors is an independent research and advisory firm that focuses on the outlook for energy markets and disruptive technologies as well as energy-related geopolitics, policies, and security guidelines. 

He also has a substack: Energy Outlook Advisors' Newsletter

Covering Energy Markets, including oil, gas, renewable energy, Hydrogen, & technology

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Host: Tracy Shuchart for MicDropMarkets

Guests: Leland Miller and Tony Nash

Leland Miller

Leland is the co-founder and CEO of China Beige Book.

A noted authority on China’s economy and financial system, he is a frequent commentator on media outlets such as CNBC, Bloomberg TV, CNN, and FOX Business, and he has served as guest host of two of the financial world’s top morning news shows, CNBC Squawk Box and Bloomberg Surveillance.

Before co-founding China Beige Book in 2010, Leland was a capital markets attorney based out of New York and Hong Kong and worked on the deal team at a major investment bank. He holds a law degree from the University of Virginia, and a master’s degree in Chinese History from Oxford University.

Leland is an elected member of the National Committee on U.S.-China Relations, an elected life member of the Council on Foreign Relations

In February 2024, Leland was appointed Commissioner to the congressionally-mandated U.S.-China Economic & Security Review Commission by Speaker of the House Mike Johnson

Tony Nash

Tony Nash is the CEO and Founder of Complete Intelligence. Previously, Tony built and led the global research business for The Economist and the Asia consulting business for IHS (now part of S&P). He is a frequent public speaker and a contributor to leading global media (BBC, CNBC, Bloomberg, etc.) and has served as an advisor to government and think tanks in Tokyo, Singapore, Beijing, Washington D.C. and others.

Tony is an international advisory board member for Texas A&M University. He has a Master’s Degree in International Relations from the Fletcher School of Law & Diplomacy at Tufts University and a BA in Business Management from Texas A&M University.

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Host: Tracy Shuchart for MicDropMarkets

Guests: Harald Malmgren and Richard Field

Harald Malmgen

Harald needs no introduction, and if I tried to read his entire resume, it would take the entire hour and then some…so I will do my best to summarize

 Harald Bernard Malmgren is a scholar, ambassador, and international negotiator who has been senior aide to US Presidents John F. Kennedy, Lyndon B. Johnson, Richard Nixon, and Gerald Ford, and to US Senators Abraham A. Ribicoff and Russell B. Long, United States Senate Committee on Finance.

 Following public service, he was appointed as a Fellow of the Woodrow Wilson International Center for Scholars, Smithsonian Institution, an adviser to the Senate Finance Committee, and Professor of Business and Public Management at George Washington University.

 In addition, He has acted as an advisor to many foreign leaders and CEOs of financial institutions and corporate businesses and has been a frequent author of articles and papers on global economic, political, and security affairs.

Currently he provides global macro research via Malmgren Glinsman Partners among other projects.

Richard Field

Richard Field is the Director of the Institute for Financial Transparency, an organization focused on bringing valuation transparency to all the opaque corners of the financial system and the sponsor of the Transparency Label Initiative.

Since the mid-90s, he has been a leader in defining and implementing transparency in the structured finance industry. Mr. Field designed, developed and patented a low cost information system to handle all of the complexity involved in making each structured finance security transparent.

In April 2008, Mr. Field wrote a Learning Curve column for Total Securitization that described the gold standard for transparency for structured finance securities. Subsequently, he  consulted with the National Association of Insurance Commissioners on their July 2012 white paper on financing home ownership.

 Earlier in his career, he worked as an Assistant Vice President for First Bank System and as a Research Assistant at the Federal Reserve Board. 

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Host: Tracy Shuchart @chigrl with @micdropmarkets

Guests this week: Michael Kao @UrbanKaoboy Tony Nash @TonyNashNerd Thomas George @thomasg_grizzle Scott Willis @ScottW_Grizzle Deer Point Macro @deerpointmacro and Ralph Schoellhammer @Raphfel

*This spaces podcast contains a paid advertisement by Inhibikase Therapeutics

Ticker Nasdaq:IKT

$IKT is a clinical-stage pharmaceutical company that is focused on developing treatments for neurodegenerative and infectious diseases, including Parkinson's disease, Alzheimer's disease, and oncological diseases.

 https://www.inhibikase.com/

This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities or any related financial instruments. As always We recommend that you consult with a licensed and qualified professional before making any investment or trading decisions.

Please follow us on Twitter:

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Join Tracy Shuchart @chigrl ...with guests:

Anas Alhajji @anasalhajji

Amena Bakr @Amena__Bakr

Albert Marko @amlivemon

Michael Nicoletos @mnicoletos

Abdulaziz @AzizSapphire

Guest this week: Grant Williams and Alex Guervich

Sponsor: Complete Intelligence

Grant Williams

Grant Williams has logged over 35 years in finance. During that time, he’s lived and worked in seven major financial centres from London to Sydney, building the kind of network that many others can only dream about.

He began his career in the Japanese equity market in the mid-1980s, before a three-year posting to Tokyo ensured he had a ringside seat as the twin bubbles in equities and real estate burst simultaneously and spectacularly at the end of 1989. After a short stint back in London, Grant relocated once again, this time to New York, where he spent 7 years.

Subsequent postings have taken him to Hong Kong, Sydney, Singapore, and the Cayman Islands. Currently, he is a senior advisor to Matterhorn Asset Management AG in Switzerland, and a portfolio and strategy advisor to Vulpes Investment Management in Singapore.

He is also host of the Grant Williams podcast along with several others.

Alex Guervich

Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC.

Founded in 2015, HonTe Advisors, LLC is an SF-based, discretionary global macro investment firm that focuses on long-horizon, thematic, multi-asset class investing across developed and emerging markets.

Prior, he ran global Macro trading at J.P. Morgan Chase. He is the author of the Wall Street Journal bestselling book The Trades of March 2020 and The Next Perfect Trade, as well as several science fiction and fantasy stories.

 Alex was born and raised in St. Petersburg, Russia, and earned his PhD in mathematics from the University of Chicago.

Thank you to Complete Intelligence for being the sponsor this week: CI is a globally integrated proprietary forecasting platform for finance

Host: Tracy Shuchart @chigrl

Follow @MicDropMarkets for new updates on spaces

Guest this week: Jeff Snider and Joseph Wang

Jeff Snider

Jeff Snider is one of the foremost experts on the global monetary system, specifically the eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and economy. His podcast - Eurodollar University - aims to educate the public on the evolution and nature, and nuances of the eurodollar system and true monetary principles. He is a regular contributor to Real Clear Markets and a columnist for the Epoch Times, and is active on Twitter as well as He has been a guest on countless programs including MacroVoices, and Real Vision for his insights into the Eurodollar system, LIBOR, and repo/securities lending markets., etc.

Link to Eurodollar University for subscriptions

Joseph Wang

Joseph is the CIO at Monetary Macro and previously a senior trader on the open markets desk. The Desk sits at the center of the dollar system as its ultimate and infinite provider of dollars. It has access to virtually all regulatory and financial data, as well as open lines of communication with all major market participants. It is one of the few places in the world where one can definitively learn how the system works.

Earlier in his career, Joseph was a credit analyst and in another life he practiced law. He holds a B.A. in Economics from Northwestern University, a J.D. from Columbia Law School, and an MSc. in Financial Economics from Oxford University.

Link to FedGuy for subscriptions

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Guests: Ayesha Tariq, Leonid Mironov, Robert Mullin

Ayesha Tariq

 Is the Co-Founder of MacroVisor, where she leverages her extensive experience and expertise in the financial markets to provide insightful and actionable macroeconomic research and cross-asset investment strategies to clients.

She is a CFA Charterholder with over 19 years of experience in analyzing companies and investments, providing corporate finance advisory, and structuring deals across various sectors and regions.

She started in Corporate Banking,  then moved to a private family business as the Head of Treasury and Investments, managing a portfolio a substantial portfolio in real estate, hospitality, and private and public equities.

Leonid Mironov

 Leonid is currently the head of materials at PACAT Capital Management (HK). He has over 17 years of experience in the global commodity and commodity equities space currently focusing on China and SE Asia. PACAT is a Hong Kong based long only and hedge fund manager investing in China and Asia with an exceptional track record going back to 2000.

Robert Mullin

 Robert Mullin is the Founder and General Partner of Marathon Resource Advisors LLC, and has been investing in the energy and natural resource-sector since 1994. Over the last three decades he has been a portfolio manager at the Franklin/Templeton Group, The Cypress Funds and Tocqueville Asset Management as well as running his own firms focused on the sector.  His thoughts on energy and natural resources have appeared in Bloomberg, Barrons, The Wall Street Journal and numerous other publications, and he has recently appeared in interviews with MOI Global, Prometheus Alts and Crux Investor as well as published several videos on the topics of the Energy Transition and the role of commodities in Geopolitics.

Our Links:

@MicdropMarkets

@chigrl

Host: Tracy Shuchart for MicDropMarkets

Guests: Josh Crumb and Trevor Hall

Josh Crumb

A serial financial technology entrepreneur and former Goldman Sachs Executive Director and Senior Commodities Strategist, Josh combined his passion for energy markets and technological innovation to launch Abaxx Technologies

He holds a Master of Science in Mineral Economics, a Graduate Certificate in International Political Economy and a Bachelor of Science degree in Engineering from the Colorado School of Mines.

Trevor Hall

Trevor Hall is the President of Clear Creek Digital, an investor relations consultancy working with junior mining and mineral exploration companies throughout the world. The agency specializes in social media management, grassroots investor outreach, and new media production for companies exploring for and developing projects focused on precious and base metals. Trevor received a Bachelor and Masters degree from the College of Journalism and Mass Communication at the University of Nebraska - Lincoln.

His is also Host of: Mining Stock Daily

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

 Host: Tracy Shuchart for MicDropMarkets

Guests:

Matt "Pax" Kenah

Helen Meisler

Carley Garner

Matt “Pax” Kenah

 Matt “PAX” Kenah started as a runner on the Chicago Mercantile Exchange (CME) trading floor in January 1988. He quickly realized this was the place for him. Without knowing anyone on the floor, he worked his way up from a runner to a top paid arbitration clerk for one of the most significant orders filling brokers in the front month Eurodollar pit.

 Disaster struck in October of 2011, the collapse of MF Global withheld the majority of PAX’s account, he went from being one of the largest traders in the pit to broke overnight.

As trading evolved from the pits to the screens, PAX evolved with it. He quickly found that managing his positions with capital preservation at their core is the most critical aspect of successful long-term trading, whether in the pit or on screen.

From his desire to serve others, he discovered a passion for helping traders create a solid foundation for their careers and guiding successful traders to take their careers to new and higher levels.

Pax Trading Group

Helene Meisler

Helene Meisler is a world-renowned market technician and equity trader. As a self-identified swing trader, she specializes in utilizing technical analysis to capture short-to-medium term stock gains over a period of several days to several weeks. 

As the first-ever technical analyst for Goldman Sachs in 1989, Meisler has been one of the pioneers in the financial industry for over 40 years. She has gained notoriety for her use of hand-drawn charts and ability to find profitable opportunities other financial experts miss. 

In addition to her work at TheStreet where she contributes daily to Real Money and Top Stocks, and is an Action Alerts PLUS team member, Meisler frequently appears as a commentator on various financial news networks, including CNBC and Bloomberg TV. She also speaks regularly at industry conferences and events.

TheStreet Pro -Helene Meisler

Carley Garner 

Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services, in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer’s Mad Money on CNBC, and she is a regular guest on Bloomberg Television’s Options Insight segment with Abigail Doolittle. Garner is a regular contributor to TheStreet.com and its Real Money Pro service and is also a regular on the speaking circuit and can be found at TradersEXPOs and MoneyShows throughout the country.

Garner is also an award-winning commodity futures and options trading book author. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader's First Book on...

Host: Tracy Shuchart for MicDropMarkets

Guests: Nick Givanovic, Eric Nuttall, Ross Kennedy

Nick Givanovic

Nick Givanovic graduated with a degree in Economics from Cambridge University in 1983 and worked as a bond trader at J.P. Morgan and Salomon Brothers. Subsequently he started his own hedge fund in 1993. After retiring from actively managing money for institutions in 2000, he has been investing, trading, and protecting his own assets and living mostly in the Bahamas. 2 Gray Beards

Eric Nuttall

Partner and Senor portfolio manager at Ninepoint Capital. The Ninepoint Energy Fund seeks to achieve long-term capital growth. The Fund invests primarily in equity and equity-related securities of companies that are involved directly or indirectly in the exploration, development, production and distribution of oil, gas, coal, or uranium and other related activities in the energy and resource sector. His main fund is the 3rd largest energy fund in the world. Was #1 in the world in 2019 and 2021 according to Morningstar.

Ross Kennedy

Ross Kennedy is the founder of Fortis Analysis, a strategic consultancy that serves public- and private-sector clients operating at the nexus of geoeconomics and national security. He is a logistics industry veteran, with seventeen years of direct experience operating agribusiness, chemical, energy, humanitarian, food, defense, and water supply chains.

Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions