MicDropMarkets

Host: Tracy Shuchart for MicDropMarkets

Guests:

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.

Rob Conners

Rob Connors spent +15 years as a sell-side research analyst covering various

companies in the oil & gas, industrials, transportation and aerospace &

defense sector. He majored in finance from the University of Maryland and

obtained the CFA and CPA designations. Rob started what eventually

became the Crude Chronicles in 2020 which specializes in telling the

financial history of the Oil & Gas industry with data going back to the

industry's founding. 

Patrick De Hann

Patrick has analyzed and tracked oil markets and fuel prices for nearly two decades.

Patrick has concentrated on downstream oil markets, including crude oil,

gasoline, diesel and jet fuel since 2005. Patrick started with GasBuddy in 2009

the largest U.S. fuel-price tracking service in existence, providing expertise

for millions of users. Since his start, he has provided regular commentary to

U.S. News and World Report and is often quoted during gas price gyrations and

fuel disruptions by almost all U.S. and international media outlets.

Shubham Garg

Shubham Garg is the CEO & Founder of White Tundra Resources and White Tundra

Investments. Shubham launched White Tundra Resources in 2019 as a company for

contract field production operations, production optimization and engineering

support. He is currently managing White Tundra Investments' portfolio focused

on undervalued Canadian Oil & Gas E&P's. White Tundra operates on a

concentrated model with 15-30% of their portfolio invested in one leveraged

high-torque equity, 40-60% on a basket of low-growth cash-flow generating

equities, and 15-50% on high potential small-cap and junior companies with

unique 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

Guests:

Craig Shapiro

Macro Strategist: The Bear Traps Report Portfolio Manager

Craig has over 20 years of experience as a Long Short Cross-Asset Portfolio Manager with an investment process that combines bottoms up industry and company fundamental analysis with a top down macro framework. The research process, portfolio construction and risk management frameworks are designed to generate attractive, consistent, absolute and relative risk-adjusted returns that are independent of market environment. His strategy invests across all major asset classes including equities/etfs/indices, commodities, fixed income, FX and crypto.

Founder of The Alethea Narrative, a financial media organization that is on a constant search for the truth in financial markets and an understanding of how narratives can help shape investment decisions.

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:

Josh Crumb

CEO of Abaxx Technology powering Abaxx Exchange

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.

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.

Dave  Greely

David Greely is the Chief Strategy Officer/Chief economist at Abaxx, where the team recently launched a next-generation commodity futures exchange and clearinghouse in Singapore, providing better benchmarks, technology, and tools for risk management to the global commodities markets. Until 2017, David was a Portfolio Strategist at Ray Dalio’s Bridgewater Associates, where he worked with the world’s largest and most sophisticated institutional investors on their biggest investment challenges.

Prior to joining Bridgewater in 2012, David was a Managing Director in Global Investment Research at Goldman Sachs, where he was the Chief Commodities Strategist and Head of Energy Research. He earned his Ph.D. in Economics from the University of Chicago.

Additional Links:

Abaxx Exchange: https://abaxx.exchange

Smarter Markets: https://x.com/Smarter_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

Keith Weiner

Keith Weiner PhD, is an economist and founder and CEO of Monetary Metals, an investment firm that pays interest on gold. He is a leading authority in the areas of gold, money, and credit. He is founder of DiamondWare, a software company sold to Nortel in 2008, and he currently serves as president of the Gold Standard Institute USA. Weiner attended University at Rensselaer Polytechnic Institute, and earned his PhD at the New Austrian School of Economics.* He blogs about gold and the dollar, and his articles appear on Forbes, Zero Hedge, Kitco, and other leading sites.

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)

Grant Williams

Grant Williams has logged over 35 years in finance. During that time, he’s lived and worked in seven major financial centres from London to Sydney, building the kind of network that many others can only dream about.

He began his career in the Japanese equity market in the mid-1980s, before a three-year posting to Tokyo ensured he had a ringside seat as the twin bubbles in equities and real estate burst simultaneously and spectacularly at the end of 1989. After a short stint back in London, Grant relocated once again, this time to New York, where he spent 7 years.

Subsequent postings have taken him to Hong Kong, Sydney, Singapore, and the Cayman Islands. Currently, he is a senior advisor to Matterhorn Asset Management AG in Switzerland, and a portfolio and strategy advisor to Vulpes Investment Management in Singapore.

He is also host of the Grant Williams podcast along with several others.

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:

Joseph Wang

Joseph is the CIO at Monetary Macro and previously a senior trader on the open markets desk. The Desk sits at the center of the dollar system as its ultimate and infinite provider of dollars. It has access to virtually all regulatory and financial data, as well as open lines of communication with all major market participants. It is one of the few places in the world where one can definitively learn how the system works.Earlier in his career, Joseph was a credit analyst and in another life he practiced law. He holds a B.A. in Economics from Northwestern University, a J.D. from Columbia Law School, and an MSc. in Financial Economics from Oxford University.

Link to FedGuy for subscriptions

Mike Larson

Mike Larson serves as vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and conferences and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. Mr. Larson produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products. His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.

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

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

Leonid Mironov

Leonid is currently the head of materials at PACAT Capital Management (HK). He has over 17 years of experience in the global commodity and commodity equities space currently focusing on China and SE Asia. PACAT is a Hong Kong based long only and hedge fund manager investing in China and Asia with an exceptional track record going back to 2000.

He also publishes the Panda Perspectives, a substack focused on China and its impact on Commodities, Industries and 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

Guests:

Tavi Costa

Tavi is a Member and Macro Strategist at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others.

Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance

Jennifer Shaigec

Jennifer began her professional career in 1998 as an analyst on TC Energy’s Calgary trading floor. After taking a hiatus to focus on raising her three children, she returned to the workforce and established herself as a successful junior mining stock speculator. Jennifer serves as the Principal of Sandpiper Trading, a family fund focused exclusively on small-cap resource equities that has consistently generated impressive returns since its inception.

A regular contributor to media platforms like CommonStock, Jennifer’s expertise and engaging style have made her a sought-after moderator for industry executives on X spaces.

Leveraging her extensive social media reach, Jennifer raises awareness about critical issues such as supply chain challenges and declining enrollment in post-secondary extractive industry programs. Her commitment to these causes highlights her dedication to the sustainable development and future of the natural resource sector.

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:

Andy Constan

DampedSpring.com

Andy has spent the past 35 years investing and trading global markets. Over the last 12 years, he has developed strong expertise in Macro investing working at Bridgewater Associates as an Idea Generator and most recently at Brevan Howard as Chief Strategist. Andy spent the first part of his career at Salomon Brothers and its successor companies. After 17 years at Salomon and as the Head of Global Equity Derivatives, Andy left and started two relative value hedge funds specializing in Multi-Asset Volatility Arbitrage and Capital Structure Arbitrage. Throughout his career, Andy has developed a keen cutting edge understanding of systematic quantitative research and investment while also deeply appreciating the importance of the insights that arise from discretionary investing strategies.

Bill Fleckenstein

FleckensteinCapital.com

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.

Carol Roth

CarolRoth.com

Media: 12+ years of on camera experience. Judge, America’s Greatest Makers (TBS). Host, Microsoft’s Office Small Business Academy. Panelist, Closing Bell (CNBC) and Bulls and Bears (Fox Business). Radio Host (WGN). Host of Don’t Quit Your Day Job…Yet (CNBC.com).

Weekly commentator on current events, business, finance, markets, the economy, small business, news, current events and more. Featured in documentaries including Live Another Day and Prohibition. Interviewer of celebrities, business moguls and presidential candidates, among others.

Business: “Recovering” investment banker. Billions of dollars’ worth of transaction experience. Public and private company board member experience. Advisor + consigliere to private equity professionals, C-level management and high-performing entrepreneurs. Creator of the Future File legacy planning system. CCO (Chief Customer Officer) and developer of proprietary customer loyalty models. Run and design customer loyalty programs. Expert in finder’s fees. Small business advocate and expert. Investor in private companies, primarily established, bridge to exit scenarios or board roles. Advocate for economic freedom and wealth creation. Speaker, host, emcee and panel moderator for some of the biggest companies and organizations in the world. Received a standing ovation from Richard Branson.

Content Creation: 2x New York Times bestselling author. Books include The Entrepreneur Equation, The War on Small Business and You Will Own Nothing. Writer of op-eds and an economic newsletter. Developing scripted and unscripted TV projects. Created more than 1000 pieces of content.

Brent Johnson

SantiagoCapital.com

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.

Anthony Crudele

AnthonyCrudele.com

Anthony Crudele is a seasoned Futures trader with 25+ years of experience. His journey began in 1995 as a runner at Lyn Waldock, marking the initiation of his experience in the financial markets. From there, he took on various roles, eventually becoming one of the youngest members on the trading floor of the Chicago Mercantile Exchange (CME), holding multiple seats and actively participating in the early stages of electronic trading. Crudele’s 23-year membership at the CME solidified his passion for the industry. Beyond his trading career, Crudele has made a significant impact on the Futures industry as the founder of “Futures Radio Show” in 2014, the first Futures podcast. Over the past decade, the podcast has offered valuable insights through interviews with industry experts. Crudele’s trading style evolved from scalping to a hybrid approach, emphasizing execution, market environment analysis, and knowing when to trade big, small or not at all. His Beacon indicator, born out of personal trading challenges, serves as a mean reversion tool, aiding traders in navigating market dynamics and avoiding trades against prevailing momentum.

He just joined NinjaTrader as Sr. VP on NinjaTrader Live

Blake Morrow

Forexanalytix.com

Blake is the Co Founder of Forex Analytix. Blake spent most of his professional career as the Chief Currency Strategist for Wizetrade group for 15 years, and then the Senior Currency Strategist for Ally Financial after the acquisition of Tradeking which owned the Wizetrade Group. He is co-owner of a Dallas based brokerage firm and LiquidTrader Technologies and has been trading the markets for over 25yrs. His company, Forex Analytix, aims to educate and build a community of successful traders around the globe.

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

Russell Rhoads

Russell Rhoads is a highly regarded strategist, educator, and consultant. He is the author of five market-related books, including Trading VIX Derivatives, Option Spread Trading, and Trading Weekly Options, and has co-authored material for Level II of the CFA program

Russell spent a decade at Cboe Global Markets, including a stint as director of education at The Cboe Options Institute.

He has a 25-year career, which includes buyside firms such as Balyasny Asset Management, Caldwell & Orkin, and Millennium Management. Russell is currently an Associate Clinical Professor of Financial Management at the Kelley School of Business. Prior to Kelley he taught at Loyola-Chicago, University of Illinois Chicago, Benedictine University, and Carthage College.

Substack: LisDer Research

Jay Soloff

Jay Soloff is the Options Portfolio Manager at Investors Alley. Jay is also the editor for 48-Hour Income, Options Insiders, and co-editor of Weekly Income Accelerator and POWR Income with Tim Plaehn.

Prior to joining the online investment world, Jay was a floor trader and market maker on the CBOE, the world's largest options exchange. His experience includes trading a multi-million dollar options portfolio in equities options as well as serving as a consultant to Wall Street options trading groups.

Jay also spent time as a senior analyst at a hedge fund of funds, where he analyzed professional options funds as well as traded option strategies for hedging purposes. All told, Jay has 20 years of options trading experience. 

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

Justin Huhn

 Founder and Publisher of Uranium Insider the world's premier hub for uranium stocks and investment insights.

 Through the combination of rigorous fundamental analysis and Justin's thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro's "Focus List,".

Justin is frequently asked to offer his commentary on various media forums, including: Crux Investor, Smith Weekly, Palisades Radio, Mining Stock Education and Mining Stock Daily.

Justin is devoted to bringing value to those that are taking their first look at the uranium sector. We enable investors to familiarize themselves with the complexities and opportunities offered by the uranium sector and the uranium shares.

Rodney Adams

Rodney is Managing Partner, at Nucleation Capital, a venture fund enabling broader investor access to a diverse portfolio of advanced nuclear energy and deep decarbonization ventures.

Through Nucleation Capital, Rod and his partner, Valerie Gardner, are creating a network of pronuclear investors and aspiring investors. This is a growing resource that gives individuals access to sector updates and a wide range investment opportunities.

Nuclear energy expert and former submarine Engineer Officer with nuclear propulsion plant experience.

Founder, Adams Atomic Engines, Inc. Host and producer, The Atomic Show Podcast.

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