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 pa…

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…

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 fina…

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 perform…

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 …

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 team…

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…

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…

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 Pa…

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…

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…

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 ove…

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 t…

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 r…

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 crud…

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 mon…

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 earn…

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 …

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.…

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). L…

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 equ…

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 …

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: MicDropMarketsVon Tracy Shuchart

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 equi…

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 hi…