Host: Tracy Shuchart for MicDropMarkets

This spaces is brought to you by NinaTrader Live where you can find me every morning at 8AM ET to talk macro markets and at 2:30 PM ET to discuss the hot commodities of the day, streaming live on the NinjaTrader YouTube channel.

Guests:

Abdulaziz Al-Muqbel

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.

Vandana  Hari

Vandana Hari is Founder & CEO of Vanda Insights, a Singapore-based provider of global oil markets macro-analysis. She has 25 years of experience providing intelligence on the global energy markets to stakeholders in the petroleum industry, policy-makers, and wealth managers. Before launching Vanda Insights in 2016, Vandana served in leadership positions at S&P Global Platts

She is a regular speaker at international energy conferences, is extensively quoted by business media around the world, and writes a monthly oil column for the Nikkei Asian Review

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

This spaces is brought to you by NinaTrader Live where you can find me every morning at 8AM ET to talk macro markets and at 2:30 PM ET to discuss the hot commodities of the day, streaming live on the NinjaTrader YouTube channel.

Guests:

Christopher Balding 

Chris is a leading expert on the Chinese economy and financial markets. His research focuses on Chinese corporations like Huawei and Chinese banks and covers topics from their ownership structure and intelligence-gathering activities to their financial statement disclosures.He spent nine years at the HSBC Business School of Peking University Graduate School in Shenzhen, China. Prof. Balding co-authored the groundbreaking paper “Who Owns Huawei?” which shed light on the Chinese regime’s control of the multinational company.

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 governments and think tanks in Tokyo, Singapore, Beijing, Washington D.C. and others.

 Eric Smith

Eric has a BS in Mechanical Engineering, and an MBA. 32 years in engineering and manufacturing. CEO of multi national manufacturing firms for last 20 years. Doing business in Europe since 1995 and in Asia since 1997. First visit to China in 2002, latest in 2025. Businesses include Joint Ventures (JVs) and Wholly Foreign-Owned Enterprises (WFOEs), in China in tier 1 auto with Revenues up to $1 billion

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

This spaces is brought to you by NinaTrader Live where you can find me every morning at 8AM ET to talk macro markets and at 2:30 PM ET to discuss the hot commodities of the day, streaming live on the NinjaTrader YouTube channel.

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.

 Benn Eifert

Benn Eifert is CIO of QVR Advisors (Quantitative Volatility Research), a San Francisco-based investment firm that manages volatility and derivatives strategies. 

Benn was previously co-founder and co-portfolio manager of Mariner Coria, a relative value hedge fund on the Mariner Investment Group platform. Before Coria, Benn was head of quantitative research and derivatives trader for the Wells Fargo proprietary trading desk, which became the hedge fund Overland Advisors. Benn started his career as an emerging markets macroeconomist at the World Bank.

Benn holds a PhD in economics from UC Berkeley and BA in economics and international relations from Stanford 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

This spaces is brought to you by NinaTrader Live where you can find me every morning at 8AM ET to talk macro markets and at 2:30 PM ET to discuss the hot commodities of the day, streaming live on the NinjaTrader YouTube channel.

Guests

Gorge Gammon

Entrepreneur, Real Estate Investor, Founder of Rebel Capitalist Pro helping investors build a healthy and balanced portfolio with a team of macro experts.

After running a successful business for 12 years, and managing hundreds of employees, George retired in 2012 and decided to venture into real estate investing across the United States.

He then expanded his investments to Colombia, where he now resides in Medellin and manages a multi-million dollar real estate portfolio.

George is highly skilled at teaching and tracking macroeconomics, central banking, and free-market capitalism.

He has gained a considerable following on YouTube becoming a sensation in financial education.

Tony Nash

Tony Nash is the CEO and Founder of Complete Intelligence.

And has a Geopolitics patreon called Cloak and Daggar

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.

Dana Samuelson

Dana Samuelson is president of American Gold Exchange (AGE) has 44 years in the industry.

Mr. Samuelson has an impeccable national reputation for honesty and integrity with his peers and his clients.  He has flawlessly overseen transactions approaching $2 billion.

Mr. Samuelson has been a professional numismatist since 1980 and worked for some of the most influential precious metals trading companies in the nation, including 10 years with the original gold bug and industry legend James U. Blanchard III, before founding AGE in 1998.

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

This spaces is brought to you by NinaTrader Live where you can find me every morning at 8AM ET to talk macro markets and at 2:30 PM ET to discuss the hot commodities of the day, streaming live on the NinjaTrader YouTube channel.

Guests

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 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. He now also has the Macro Dirt Podcast with Jared Dillion.

 Bob Iaccino

Co-Founder of Trading path partners and host of the popular Futures Edge Podcast and Finance Unfiltered Newsletter.

Bob Iaccino spent the last 30 years in the commodities, futures and Forex markets.

Bob got his start in 1993 by joining Nikko Securities (Japan’s third largest brokerage house at the time) as a phone clerk. Bob left Nikko in 1997 to serve as Chief Market Strategist for Commerzbank Futures, the brokerage arm of Germany’s 4th largest bank at that time. Bob left Commerzbank in late 2002 to become Chief Market Strategist for a proprietary trading firm based in Chicago, who gave him the opportunity to run his own commodity pool.

He has appeared on CNBC, CNBC Asia, Bloomberg Television and radio, CNN, CNN International, CNN Moneyline, Fox Business News, First Business (Canada), Phoenix TV (China) and several local television broadcasts throughout the country.

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

Enjoy!

Host: Tracy Shuchart for MicDropMarkets

This spaces is brought to you by NinaTrader Live where you can find me every morning at 8AM ET to talk macro markets and at 2:30 PM ET to discuss the hot commodities of the day, streaming live on the NinjaTrader YouTube channel.

Guests

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.

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

Host: Tracy Shuchart for MicDropMarkets

This spaces is brought to you by NinaTrader Live where you can find me every morning at 8AM ET to talk macro markets and at 2:30 PM ET to discuss the hot commodities of the day, streaming live on the NinjaTrader YouTube channel.

Guests:

Bill Fleckenstein

 We have 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.

Adam Taggart

 Adam Taggart is known for his work in finance and media. Taggart runs Thoughtful Money, a venture focused on providing financial insights and advice.

 In his professional career, Taggart has worked extensively in finance and technology, having spent over three decades on Wall Street and Silicon Valley as an early executive at Yahoo, finance!. He is also known for his role in Peak Prosperity, where he served as the President and Co-Founder, focusing on building a community of engaged subscribers.

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

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

 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 private company boards, and as a strategic advisor and C-level consigliere.

 Carol connects the dots on financial, business, and economic issues for novice and pro audiences alike. She is also the creator of the Future File legacy planning system and software (http://FutureFile.com). Carol advocates for small business, small government, and big hair.

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

Host: Tracy Shuchart for MicDropMarkets

Guests:

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.

John Konrad

Captain John Konrad, founder and CEO of gCaptain, is a seasoned maritime and offshore professional with hands-on experience in the energy sector. As a licensed captain for the world's largest ships, John has navigated drillships and oil tankers, working closely with energy operations in various ports worldwide. His expertise extends to building cutting-edge ships and overseeing billion-dollar offshore construction projects in the most challenging marine environments. John is author of "Fire on the Horizon: The Untold Story of the Gulf Oil Disaster" and is a distinguished alumnus of New York Maritime College.

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

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 https://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."

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 decision