MicDropMarkets

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

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.

Linda Raschke

Linda began her professional trading career in 1981 making markets in options as a member of two exchanges. She became a registered CTA (Commodity Trading Advisor) in 1992.

Since then, she has been the principle trader for several hedge funds and started her own hedge fund in 2002 for which she was the CPO (Commodity Pool Operator). Linda’s hedge fund was ranked 17th out of 4500 for best 5 year performance by BarclaysHedge and her early successes were recognized by Jack Schwager in his renowned Market Wizards series. Linda retired as a CPO and CTA in 2015.  However, she continues to trade daily for her own account….the same managed money program she has traded since 1992.

She is the author of Trading Sardines and co- author of Street Smarts: High Probability Trading Strategies for the Futures and Equities Markets” with Laurence A. Connors.

Anthony Crudele

Anthony Crudele is a seasoned Futures trader with 29 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.

Sponsor this week: MenthorQPro

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You can find them at Menthorq.com or at their X account @methorqpro

Please follow us on X: @micdropmarkets

host: Tracy Shuchart @chigrl

Guests

Josh Young

CIO and Founder of Bison Interests energy fund

Josh has built his career concentrating on deep value opportunities for investors. He has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities.

Josh was a management consultant to Fortune 500 companies and private equity firms, and then an investment analyst at a private equity fund. He worked as an energy investment analyst for a multi-billion dollar, single family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008.

 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

Chistine Guerrero

Christine Guerrero is a Petroleum Engineering with an MBA.  She spent nearly 2 decades within the oil & gas industry working for Schlumberger, Precision Drilling, Chevron and Hess Corporation in drilling operations and strategic planning roles prior to becoming a fulltime investor and sector advisor.

Host: Tracy Shuchart

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 (out 7/18/23).

 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.

 In her book just out last year, You Will Own Nothing¸ Roth reveals how world governments, globalist organizations, Big Tech, Wall Street and other powerful elites are proactively trying to control every finite resource and determining who has access to such resources.

Chris Martenson

 Chris Martenson is an economic researcher and futurist specializing in energy and resource depletion, and founder of PeakProsperity.com.

As one of the early econobloggers who forecasted the housing market collapse and stock market correction years in advance, Chris rose to prominence with the launch of his seminal video seminar: The Crash Course which has also been published in book form with a new revised edition that just came outlast year. The Crash Course is a popular and extremely well-regarded distillation of the interconnected forces in the Economy, Energy and the Environment (the “Three Es” as Chris calls them) that are shaping the future – one that will be defined by increasing challenges to growth as we have known it.

Following that, the book Prosper! addresses personal resilience by building eight forms of capital.

In addition to the analysis and commentary he writes for his site PeakProsperity.com, Chris shares his insights on his own social media channels, as well as through traditional media, academic, and civic and private organizations around the world, including the UN, the UK House of Commons and U.S. State Legislatures

Guests this week:

Andy Constan - Damped Spring

Gary Brode - Deep Knowledge Investing

Peter Boockvar - The Boock Report

Neely Tamminga - Distill IQ

Mike Green - Simplify

Host: Tracy Shuchart (@chigrl)

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Guest this week: Grant Williams and Alex Guervich

Sponsor: Complete Intelligence

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.

Alex Guervich

Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC.

Founded in 2015, HonTe Advisors, LLC is an SF-based, discretionary global macro investment firm that focuses on long-horizon, thematic, multi-asset class investing across developed and emerging markets.

Prior, he ran global Macro trading at J.P. Morgan Chase. He is the author of the Wall Street Journal bestselling book The Trades of March 2020 and The Next Perfect Trade, as well as several science fiction and fantasy stories.

 Alex was born and raised in St. Petersburg, Russia, and earned his PhD in mathematics from the University of Chicago.

Thank you to Complete Intelligence for being the sponsor this week: CI is a globally integrated proprietary forecasting platform for finance

Host: Tracy Shuchart @chigrl

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Guests this week: Lakshman Achuthan and Jim Welsh

Lakshman Achuthan

 Co-founder of ECRI

 The leading predictor of cycle turning points.

For over 30 years Lakshman has been studying business cycles and working with clients.

In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit from Turning Points in the Economy.

Lakshman met his mentor, Geoffrey H. Moore, at Columbia University in 1990. After working together for years, with co-founder Anirvan Banerji, the three left Columbia to start ECRI in 1996.

He also serves on the Board of Governors for the Levy Economics Institute of Bard College.

Jim Welsh 

Jim has published a monthly investment letter since 1985 that focuses on Federal Reserve monetary policy, the economy, and the financial markets. He has managed a mutual fund, worked for major wire-houses, and has been widely published in financial media.

Jim was Forward Funds' ($5.5 billion) Macro Tactical strategist for a number of years, and provides high quality economic and technical market analysis for advisors and investors as a guide to portfolio allocation and tactical portfolio changes. 

Welsh's Macro Tides models identify trend changes in the domestic & international equity markets, fixed income, currency (USD & Euro) and Gold markets.

Host Tracy Shuchart (@chigrl)

Follow @MicDropMarkets on X

Guests: Lyn Alden and Marty Bent

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.

Marty Bent

Managing Partner at Ten31

Ten31 is the leading bitcoin-focused investor and partner of choice to companies building technology and infrastructure for the bitcoin ecosystem, as well as complementary freedom-oriented technologies including open source software, AI and nostr.

Founder of TFTC the super popular podcast dedicated to bringing you content that spans the realms of bitcoin, economics, privacy, freedom technology, and culture. 

And Director at Cathedra, a company has diversified bitcoin mining operations which produce 355 PH/s across three states and five locations in the United States.

Previously, Marty was the director of business development at Great American Mining ("GAM"), a bitcoin mining company focused on off-grid deployments using non-rival energy sources such as natural gas that would otherwise be flared throughout oil fields.

Host: Tracy Shuchart (@chigrl)

Follow @MicDropMarkets on X

Guest this week: Jeff Snider and Joseph Wang

Jeff Snider

Jeff Snider is one of the foremost experts on the global monetary system, specifically the eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and economy. His podcast - Eurodollar University - aims to educate the public on the evolution and nature, and nuances of the eurodollar system and true monetary principles. He is a regular contributor to Real Clear Markets and a columnist for the Epoch Times, and is active on Twitter as well as He has been a guest on countless programs including MacroVoices, and Real Vision for his insights into the Eurodollar system, LIBOR, and repo/securities lending markets., etc.

Link to Eurodollar University for subscriptions

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

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