MicDropMarkets Tracy Shuchart

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)
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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)
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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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Guest this week: Stephanie Link and Mike Larson
Stephanie Link
 Stephanie Link is the Chief Investment Strategist and Head of Investment Solutions at Hightower Advisors, a national wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices. In addition, Ms. Link runs an equity portfolio within the Investment Solutions group which has $3.5B in assets under management.
Prior to joining Hightower, Ms. Link was the Senior Managing Director and Head of Global Equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $200 billion in assets, managed her own US Core portfolio with $3.7 billion in assets
Before joining Nuveen, Ms. Link spent seven years at TheStreet as Chief Investment Officer and Co-Portfolio manager of Jim Cramer’s Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as Managing Director of Institutional Sales and Director of Research. She began her career at Dean Witter Reynolds in the Institutional Sales Department.
 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. Where he produced the company's Safe Money Report, a comprehensive Monthly Market Overview. Full of detailed, hard-hitting analysis about what is driving the stock market overall, and dividend-paying investments., Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products.
He specializes in Income-Focused Stock & Options Strategies.
His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.
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DISCLAMER: 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

Guests: Jeff Macke and Neely Tamminga
Jeff Macke
Founder and President of Macke Asset Management
Founding cast-member of CNBC's Fast Money (2006-2009)
He has been writing about stocks and markets on and off-line since the mid 1990's. He worked for and has appeared on TheStreet.com, Yahoo Finance, the WSJ, the late Minyanville and just about everywhere else.
Co-Wrote "Clash of the Financial Pundits" with Josh Brown.
Started his career with Macy's (in the management training program...and sold suits and shoes back when you had to put them on men's feet!). Grew up in Target stores (his dad was CEO of what was then Dayton Hudson).
Currently in-development on a new project with Herb Greenberg.
Neely Tamminga
 Neely is the co-founder and CEO of DISTILL—a specialized advisory service for executive leaders and board directors on matters of the consumer economy.  Prior to launching DISTILL, Neely worked for 20+ years on Wall Street covering the consumer sector where she advised institutional and private equity investors in their investment decisions.  During her career, Neely led the consumer research practice as a managing director at Piper Jaffray (now Piper Sandler). 
 Key career awards include top sell-side analyst in The Wall Street Journal Best on the Street analyst survey in 2006 and 2011 for coverage in broadline and apparel retailers.  In 2007, Neely was named by Minneapolis-St. Paul Business Journal as a 40 Under Forty award winner.  A frequent keynote speaker on matters of the consumer economy, Neely was included in the 2020 lineup of speakers for TEDxMinneapolis
Host: Tracy Shuchart (@chigrl)
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