Host: Tracy Shuchart Guests: Harald Malmgren 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....

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...

 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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...