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