Host: Tracy Shuchart for MicDropMarketsGuests: Ross KennedyRoss 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 KonradCaptain 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
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1:08:08
MicDropMarkets Spaces #54: Let's Talk Agriculture
Host: Tracy Shuchart for MicDropMarketsGuests: Andrey SizovAndrey 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.reportAngie SetzerAngie 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
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1:00:32
MicDropMarkets Spaces #53: Global Oil & Gas
Host: Tracy Shuchart for MicDropMarketsGuests: AbdulazizAbdulaziz is a prominent Public Saudi figure on Energy and Climate issues and a publicspeaker for major energy issues for the chamber of commerce, municipalities andmany other entities in the MiddleEast. For the past 15 years Abdulaziz has been an avid observer in the E&P activitiesin the MENA region. Rob ConnersRob Connors spent +15 years as a sell-side research analyst covering variouscompanies in the oil & gas, industrials, transportation and aerospace &defense sector. He majored in finance from the University of Maryland andobtained the CFA and CPA designations. Rob started what eventuallybecame the Crude Chronicles in 2020 which specializes in telling thefinancial history of the Oil & Gas industry with data going back to theindustry's founding. Patrick De HannPatrick 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 2009the largest U.S. fuel-price tracking service in existence, providing expertisefor millions of users. Since his start, he has provided regular commentary toU.S. News and World Report and is often quoted during gas price gyrations andfuel disruptions by almost all U.S. and international media outlets.Shubham GargShubham Garg is the CEO & Founder of White Tundra Resources and White TundraInvestments. Shubham launched White Tundra Resources in 2019 as a company forcontract field production operations, production optimization and engineeringsupport. He is currently managing White Tundra Investments' portfolio focusedon undervalued Canadian Oil & Gas E&P's. White Tundra operates on aconcentrated model with 15-30% of their portfolio invested in one leveragedhigh-torque equity, 40-60% on a basket of low-growth cash-flow generatingequities, and 15-50% on high potential small-cap and junior companies withunique technology.Disclaimer: This material is presented solely forinformational 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 licensedprofessional before making any investment or trading decisions
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1:14:28
MicDropMarkets Spaces #52: Macro Markets
Host: Tracy Shuchart for MicDropMarketsGuests: Craig Shapiro Macro Strategist: The Bear Traps Report Portfolio ManagerCraig 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 LuongoTom 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
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1:02:50
MicDropMarkets Spaces #51: Smart Contracts
Host: Tracy Shuchart for MicDropMarketsGuests: Josh CrumbCEO 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 GreelyDavid 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.exchangeSmarter Markets: https://x.com/Smarter_MarketsDisclaimer: 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
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