MicDropMarkets

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.

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.

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 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

 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 Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective, and The Financial Futures Report, have garnered a loyal following; she is also proactive in providing free trading education

DeCarley Trading

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 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: 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

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

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