Afleveringen
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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
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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...
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Zijn er afleveringen die ontbreken?
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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