MicDropMarkets – Details, episodes & analysis

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 (@chigrl) for @MicDropMarkets

Guests: Brien Lundin and Dr. Anas Alhajji

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)

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

Guests: Tom Kloza, Abdulaziz, Joshua Pollard

Tom Kloza

Global Head of Energy markets and cofounder of OPIS

Oil Price Information Service (OPIS) provides price transparency across the global supply chain so that all stakeholders can buy and sell oil and energy commodities with confidence. 

He has analyized crude oil, refined products and gas liquids for 40 years. He briefly traded petroleum futures back in 1978 and admits that he had no business doing so. He also writes commentary for Market Watch and a regular guest commentator for Bloomberg Financial and NPR marketplace. . He has spoken at industry gatherings in more than 100 locations across the United States and Canada and sits on a number of advisory boards

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. .

Joshua Pollard

 Specializes in oil due diligence at Altoga Research.

 Altoga Research, is the recognized leader in oil and gas research in Texas. They have a deep understanding of the industry and has developed a reputation for locating hard-to-find completion documents, well logs, well files, maps, and other critical information as well as generating profitable drilling prospects. providing comprehensive Environmental Field Audits, and Simplifying Texas RRC Regulatory Filing Services

He is currently overseeing operations on a restructure in the oil and gas industry. 

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: Nick Givanovic, Eric Nuttall, Ross Kennedy

Nick Givanovic

Nick Givanovic graduated with a degree in Economics from Cambridge University in 1983 and worked as a bond trader at J.P. Morgan and Salomon Brothers. Subsequently he started his own hedge fund in 1993. After retiring from actively managing money for institutions in 2000, he has been investing, trading, and protecting his own assets and living mostly in the Bahamas. 2 Gray Beards

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.

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

Guests: Hugh Hendry and Brent Johnson

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.

 Link: https://www.patreon.com/HughHendry

Brent Johnson

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.

Link: https://santiagocapital.com/

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: 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.

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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