MicDropMarkets

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

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 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: 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 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

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 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

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

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

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