Podcast appearances and mentions of tracy shuchart

We can't have nice things. We're getting hammered in Congress and the courts, thereby negating most of the good things Trump is seeking to accomplish in the executive branch. Thanks to the endless debt, we're suffering a downturn, together with higher interest rates. We're joined today by Tracy Shuchart, an economist and commodities expert, to separate fact from fiction in the financial markets. We discuss why the decline in oil prices is not a good thing, why inflation will still remain stubbornly high despite government reports, and why the debt is creating a vicious cycle of high rates in the markets. She also offers some investment advice, believing that silver is getting ready to take off and precious metals mining stocks are also about to catch up to the gold rush. One thing is certain: As everything crashes and burns around us, gold — God's original currency — is marching on.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Fossil fuels, including coal, are seeing renewed interest thanks to American President Donald Trump. Will Trump's narrative have a global impact? In this EnergOnomics podcast, Businessline's Richa Mishra, had a detailed conversation with Tracy Shuchart, senior economist at Ninja Traders on Trump's second term and what it the implications would be for energy security, climate policies, and the future of renewable energy investments.

Prof. St Onge himself is in the house to discuss the ways he feels we can fix many things about the current American system based on what we've both seen so far from the new Trump Administration.  We cover the numbers surrounding ending the income tax, social security, and why the independent civil service has always been the gateway to Communism.It's a fun 80 minutes that I had a blast recording.  Enjoy.Show Notes:Peter on XPeter's SubstackTom on XTom on PatreonPrevious ShowsPodcast Episode #205 — Joaquin Flores and Trump's Groundwork for the Grand BargainPodcast Episode #204 — Tracy Shuchart and the Limits of Drill Baby DrillPodcast Episode #203 — Dave Collum and Liberation Day FalloutPodcast Episode #202 — Vince Lanci and Season Two of the Trump ShowPodcast Episode #201 – Alex Krainer and Following the Trend of Shrinking GlobalistsYou can follow the Gold Goats ‘n Guns Podcast onApple PodcastsAmazon PodcastsSpotifyPodbeanRSS FeedFountain AppJoin My Patreon even if you hate the sound of my voice.

Commodities expert, Canadian Refugee (*smile*) and CEO at Hilltower Resource Advisors LLC, Tracy Shuchart joins me for a post-inauguration discussion about the practicalities of Trump's desire to radically overhaul the U.S. energy market.  Show Notes:Tracy on XGold Goats 'n Gun PatreonTom on X

Tracy Shuchart is the Founder/CEO, Chief Market Strategist for Hilltower Resource Advisors, LLC and host of the MicDrop Markets podcast. She talks the challenges in Syria, Saudi Arabia, Qatar, Turkey, stability of the Middle East, Europe's energy crisis, Russia, President Trump's EO on energy, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!      WatchShow Rumble- https://rumble.com/v6de54y-coffee-and-a-mike-with-tracy-shuchart-national-emergency-energy-does-not-sa.html YouTube- https://youtu.be/WqTQhbJA6jE   Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Tracy X- https://x.com/chigrl Website- https://hilltowerresourceadvisors.com/   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike Independence Ark Natural Farming- https://www.independenceark.com/

Everyone thinks that our survival hinges upon the election results. Obviously, we don't want Democrats, but let's not kid ourselves into believing Republicans will do anything to forestall the financial collapse, unless we change the policies and personnel. First, I warn about some concerning figures on Trump's transition team and how we need to be prepared as a movement to veto bad Cabinet picks. Next, I'm joined by Tracy Shuchart, an expert in financial and commodities markets, to discuss the unprecedented market signals we are observing. We go through all of the signals from the S&P, gold, Treasuries, and economic data to show how we are facing an intractable stagflation bomb with the likelihood of a credit and housing collapse. We prove how there is not a single viable policy on the table to prevent this. In the meantime, Tracy offers some investment advice. She is bullish on gold and silver and also points to at-risk metals as a possible emerging market to watch.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Tracy Shuchart joins me for a quick discussion under adverse conditions about the state of various commodity markets as we walk meekly into the financial hurricane on the horizon.  Oh and World War III is breaking out at the same time.  Show Notes:Tracy on Twitter/XTom on Twitter/XTom's Speaking Engagements Mises Supporter's Summit (promo code GGG2024)2024 Expat Money Show

Dave Collum is a professor of organic chemistry at Cornell University and Tracy Shuchart is the Founder/CEO and Chief Market Strategist for Hilltower Resource Advisors, LLC. They discuss what happened in the Japanese markets, collapse of healthcare, private equity, CRE, BRICS, Russia, Venuzuela, how the conflict in the Middle East would impact oil markets, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!   Video Version of Show Rumble- https://rumble.com/v5acphf-coffee-and-a-mike-dave-collum-and-tracy-shuchart-how-does-russia-emerge.html     Follow Dave X- https://twitter.com/DavidBCollum   Follow Tracy X- https://x.com/chigrl Website- https://hilltowerresourceadvisors.com/ Website- https://dampedspring.com/   Follow Me Twitter/X- https://twitter.com/CoffeeandaMike Instagram- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ Truth Social- https://truthsocial.com/@coffeeandamike Gettr- https://gettr.com/user/coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008     Support My Work Venmo- https://venmo.com/code?user_id=3570365208987017385&created=1658667789.4661531&printed=1 Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Sponsors Independence Ark Natural Farming- https://www.independenceark.com/

We begin today by pointing out that Trump is not acting like he wants to win this election. Commensurate with how much you believe this is a must-win election is your obligation to demand a course correction on this campaign. Next, we're joined by Tracy Shuchart, a financial and commodities expert, to do a deep dive on our economic health. We cover everything from the recent yen crisis and electric vehicle grift to the Federal Reserve stupidity and predicting where the economy will head in the next few months. Tracy notes that because America is the “cleanest of the dirty shirts,” the Fed might be able to continue its Ponzi scheme of artificially inflating the market to the benefit of those who already have a lot of capital, but the average consumer is now facing permanent stagflation. Ultimately, we need to move away from a command economy, cut spending, and abolish the Fed, but there is zero appetite in either party to do what it will take.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Step into the dim glow of our dive bar of financial musings in the humid, Caribbean night air, where the ACID Capitalist, Hugh Hendry, the sardonic Brent Johnson (@SantiagoAuFund), and the ever-perceptive Tracy Shuchart (@chigrl) huddle over a table of half-empty glasses and half-baked theories. This is a raw, unfiltered exploration into the underbelly of macroeconomics. We wander through the shadowy corridors of USD fluctuations, peer into the abyss of interest rate procrastinations, and mull over the geopolitical chess moves of giants like the US, Japan, and China. The conversation flows like a blues riff, touching on the gritty realities of commodities and financial trends. Expect contrarian views and insights that cut through the noise, all served with a side of existential reflection. This is more than a podcast; it's a night at the bar with the sharpest minds in finance, pondering the chaos and beauty of the global market. Grab a drink, pull up a chair, and join us for a conversation that's as unpredictable as it is enlightening.⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.com⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

Linda RaschkeLinda 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 CrudeleAnthony 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: MenthorQProDiscover how Menthor Q is revolutionising the way option traders trade and risk manage via Alternative Option data. Menthor Q Solutions Offers:- Gamma and Volatility Levels on Stock, ETFs, Futures and Crypto- Cutting-edge predictive models for options trading.- Expert insights and analysis for informed decision-making.- A Community of 15000 professional tradersYou can find them at Menthorq.com or at their X account @methorqproPlease follow us on X: @micdropmarketshost: Tracy Shuchart @chigrl

Ditch the suit and tie, it's time to head to Miami with Bobby and Jim! Buckle up for a special edition of Traders Edge, recorded at the Money Show in Miami. Buckle up for some high speed financial wisdom from special guests Jim Bianco, Tracy Shuchart, and Mitch Roschelle! https://hub.tradier.com/ Jim Bianco: @biancoresearch Tracy Shuchart: @chigrl Mitch Roschelle: @Mitch_Roschelle

Episode 120: Let's go beyond the headlines and explore what is really going on in commodities and energy markets with expert, Tracy Shuchart, Founder/CEO & Chief Market Strategist for Hilltower Resource Advisors LLC. We talk geopolitics along with macroeconomics and markets so you can find investing opportunities during these volatile times. Are we in for a secular inflationary period? What is going on in the Red Sea that can affect us? Will there be a recession? "They Don't Want A Recession" ➡️Follow Tracy Shuchart on X: https://twitter.com/chigrl ➡️Visit DSChigrl Website: https://dampedspring.com/dschigrl/ ------------------------------------------------------------------------------------------------------------ For Investment Inquiries and/or to speak to an Investment Advisor at HYDRA WEALTH ADVISORS, please visit: https://www.hydrawealthadvisors.com ✨SUBSCRIBE to The RO Show YT Channel✨ https://youtube.com/@theroshowpodcast https://rumble.com/c/c-5300605 ➡️CONNECT with ROSANNA PRESTIA⬅️ ✨ONE SITE ♾️ https://sociatap.com/RosannaPrestia/ ✨X ♾️ https://twitter.com/RosannaInvests ✨X ♾️ https://twitter.com/TheROShowPod ✨LinkedIn ♾️ https://www.linkedin.com/in/rosannaprestia/ ✨WEBSITE ♾️ https://www.rosannaprestia.com/ THINK Different with Rosanna ©️ 2022-2024

Guest this week: Stephanie Link and Mike LarsonStephanie 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 assetsBefore 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 LarsonMike 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.Follow host Tracy Shuchart (@chigrl)And @micdropmarkets 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

www.x.com/chigrl (always be careful regarding fake accounts - Tracy has over 198,000 followers) https://hilltowerresourceadvisors.com/ Media Picks (note sometimes the links may be affiliate) The War Below https://amzn.to/3xaFYw7 The Day Time Ended https://www.imdb.com/title/tt0080596/?ref_=ext_shr_lnk Blue Monkey https://www.imdb.com/title/tt0092677/?ref_=ext_shr_lnk Napolean https://amzn.to/3x9dsLc State of the Markets Podcast: Presented by ⁠⁠⁠⁠⁠⁠Tim Price ⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠Paul Rodriguez⁠⁠⁠⁠⁠⁠ follow on ⁠⁠⁠⁠⁠⁠X --- Send in a voice message: https://podcasters.spotify.com/pod/show/stateofthemarkets/message

The cyclical rotation of asset markets is ongoing and the Manufacturing sector seems to be improving by the month. The consensus is getting very upbeat on the USgrowth picture but what about China and Europe?Is the Rest of the World ready to beat expectations and do you own enough commodities in case?Find our research at https://stenoresearch.com/The FREE newsletter is found at https://stenoresearch.com/freeGuest of the week: Tracy Shuchart of https://hilltowerresourceadvisors.com/Remember to go to www.stenoresearch.com - 14 day free trial.Hosts: Andreas Steno & Mikkel Rosenvold.If you enjoy our content, Please subscribe to our Youtube Channel:➡️ https://tinyurl.com/23hp3vah#economics #trading  #interestrate#useconomy#macroeconomy#cryptocurrency #crypto #mortgageinterestrates#usgdp#economicrecession#usrecession#softlanding #redsea #podcast   #economy #banking

#Deflation #Fed #Rates #Fiscal #Coal #China #Iran #Venezuela Access AI-powered markets forecasts for free with CI Markets Free. Sign up here: https://completeintel.com/markets Get the transcript hereWelcome to the latest episode of "The Week Ahead" with your host, @Tony Nash  /  @tonynashnerd! We've assembled a fabulous lineup featuring Alex Gurevich, Tracy Shuchart and Albert Marko. Alex  / @agurevich23 on his 2023 thesis about the coming deflationary spiral titled “Real Rates Tsunami.” He talks us through why he believes we are on a path to deflation, which will then be followed by a rise in unemployment and, possibly, recession. He talks through global factors like China's current deflationary environment and the impact of Artificial Intelligence (AI).Tracy  / @chigrl talks about the rise in US coal exports and how emerging and middle income markets are including more coal in their power generation mix. Part of this is due to higher interest rates, which impose higher costs in green power generation projects. She focuses on India and Narendra Modi's use of coal for energy security.Albert  / @amlivemon talks us through the US government's retaliatory actions toward Iran after 3 US service people were killed in attacks in Jordan. Is the US government's slow deliberation good for this situation or does it make the US look unprepared? He then talks through US sanctions on Venezuela and the potential impact on crude prices in the US.------------------------------------------------------------------------------------------- This is the 98th episode of The Week Ahead, where experts talk about the week that just happened and what's coming in markets.

Experience the power of AI in forecasting Markets. Subscribe to CI Markets Free: https://completeintel.com/marketsWelcome to the latest episode of The Week Ahead with your host, Tony Nash! Today, we've assembled a stellar lineup featuring Tavi Costa, Albert Marko, and Tracy Shuchart, ready to dive into some captivating discussions.

Experience the power of AI in forecasting Markets. Subscribe to CI Markets FreeWelcome to another episode of the Week Ahead! Today, we've got a fantastic lineup with Mike Green, Tracy Shuchart, and Albert Marko getting into some of these hot topics.

Experience the power of AI in forecasting Markets. Subscribe to CI Markets Free: https://completeintel.com/marketsWelcome 2024 with this brand new episode of The Week Ahead. Joining us for the first time is Neely Tamminga with our regular guests Albert Marko, and Tracy Shuchart. Key themes for this episode:1. The US Consumer & EmploymentNeely, an expert in consumer trends, joins us to explore the financial landscape with a focus on consumers being overextended, multiple job holders, and the ability to repay debt. She provides valuable insights into the challenges that consumers face.Also, she shares her forecasts for January and February, discussing weaker demand optics and potential layoffs, and helps us understand how the 2024 consumption dynamics might impact consumer confidence in this presidential cycle.2. Turkey's Geopolitical AspirationsAlbert takes us on a geopolitical journey, especially focusing on Turkey. What are the lesser-known aspects of Turkey's influence in the Middle East and Africa? Albert also helps us explore the impact of Turkish defense exports, the role of Lira devaluation in geopolitical priorities, and understand Turkey's key bilateral relationships—Russia, China, Iran, Europe, and the US.3. Is Nuclear Overbought?Tracy brings her expertise to the table to address the lingering question: Is nuclear overbought? Tracy discusses the long-standing fascination with nuclear investments and the recent surge in hedge funds loading up on uranium.Tracy explores the reasons behind this bullish trend, questioning whether nuclear is overbought and what insights these funds might possess.-------------------------------------------------------------------------------------------This is the 94th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. Time Stamp:00:00: Start01:59: Neely Tamminga's Perspective on Consumers08:39: Concerns about Consumer Spending10:57: Impact of Luxury Market14:47: Discussion on Turkey's Influence23:49: Turkey's Role in the Middle East and Africa32:26: Hedge Funds Investing in Uranium40:06: Political Impact on Nuclear EnergyWatch this on Youtube: https://youtu.be/PotrPb-VVQk

Year-End Sale is here! Get 80% off CI Markets subscription at $99 per year. Check out the link in the footer. Promo ends Dec. 31st.This 2023 year-end special of The Week Ahead has a lineup of great guests, discussing topics to prepare you for the upcoming 2024.1. Brent Johnson on 2024 Growth, Disinflation, Central Banks, and the Dollar:We tackle the Fed's stance; frankly, it's a bit perplexing. With various opinions floating around, from 275bp cuts to just 2, the big question is, why the urgency if everything seems fine? Brent helps us get clarity on that.We're hovering around 5.5%, and markets are soaring, but what's the rush? Brent sheds light on why 2024 might be “priced for perfection” and explores potential downside risks, from Fed miscalculations to unexpected Dollar strength.2. Tracy Shuchart on Crude Quality:Turning our attention to shale, Tracy dismisses the Texas export buzz but gets into a more interesting topic – crude quality. Tracy and Ralph discuss on Twitter the nuances of shale and the importance of understanding crude quality, especially with recent stories about Texas exports for tax reasons. What are the secrets of gassy wells and their impact on the market?3. Albert Marko on Yemen-Red Sea Shipping Risks:With rockets fired by Houthis, a coalition is formed to protect vessels, leading some shipping companies to bypass the Red Sea and opt for the longer route around Africa. Albert gives us the lowdown on how long this situation might persist, its reasons, and the potential impacts on shipping.Join us for these insightful discussions and gain a clearer perspective on the year ahead.-------------------------------------------------------------------------------------------This is the 93rd episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. Watch this episode on Youtube: https://youtu.be/mR7wLeSTpHM

Battery metals are what underpin the technologies that underpin the world's energy transition; however, investor capital has been focused on the shiny objects downstream like electric vehicles and solar panels. We believe some of the best growth opportunities can be found in the battery metals sector and at far more reasonable valuations than electric vehicle manufacturers. We've brought together a stellar lineup of management teams, strategists and investors to highlight the compelling opportunities in the sector: copper, lithium, nickel, cobalt, vanadium and more. 2:16 Tracy Shuchart, CEO/Founder & Chief Market Strategist | Hill Tower Resource Advisors 15:27 Mark Selby, CEO & Director | Canada Nickel 30:05 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 48:29 Christian Easterday, CEO & Managing Director | Hot Chili Ltd 1:05:45 Aurora Davidson, CEO | Amerigo 1:23:51 Mark Brennan, Executive Chairman & Founder | Ascendant Resources 1:35:51 Blake Hylands, CEO | Lithium Ionic 1:51:56 Dale Ginn, CEO & Director | Lithium One 1:58:16 Adam Webb, Product Director | Benchmark Mineral Intelligence 2:12:35 Robert McEwen, Executive Chairman & Chief Owner | McEwen Mining 2:34:57 Closing Notes LEAD PARTNERS: Hill Tower Resource Advisors: https://hilltowerresourceadvisors.com/ Canada Nickel: https://canadanickel.com/ Sprott: https://sprottetfs.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: Canada Nickel: https://canadanickel.com/ Hot Chili: https://www.hotchili.net.au/ Amerigo: https://www.amerigoresources.com/ Ascendant Resources: https://www.ascendantresources.com/ Lithium Ionic: https://lithiumionic.com/ Lithium One: https://www.lithiumonemetals.com/ McEwen Mining: https://mcewenmining.com/ Subscribe to receive Grizzle's free investment research on battery metals: https://grizzleresearch.substack.com/ Follow us on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia ​ #lithum #nickel #copper

Tracy Shuchart is the Founder/CEO and Chief Market Strategist for Hilltower Resource Advisors, LLC. She is also host of the popular Place Your Trades Wednesday Twitter Spaces and the new Mic Drop Markets Podcast. We discuss AI, bitcoin, gold's recent surge, Europe's energy crisis, nuclear energy, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!      Video Version of Show Rumble- https://rumble.com/v40tc9w-coffee-and-a-mike-episode-716-with-tracy-shuchart-talking-ai-gold-and-more.html   Follow Tracy Twitter- https://twitter.com/chigrl?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Website- https://hilltowerresourceadvisors.com/   Follow Me Twitter/X- https://twitter.com/CoffeeandaMike Instagram- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ Truth Social- https://truthsocial.com/@coffeeandamike Gettr- https://gettr.com/user/coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008     Support My Work Venmo- https://venmo.com/code?user_id=3570365208987017385&created=1658667789.4661531&printed=1 Website- www.coffeeandamike.com Email- info@coffeeandamike.com

Access AI-powered markets forecasts for free with CI Markets Free. Sign up here: https://completeintel.com/marketsWelcome to “The Week Ahead” with your host Tony Nash.1. Bullish economic resilience. Jonny Matthews discusses various economic aspects, including the resilience of the consumer in the US due to low mortgage rates, potential concerns about a secondary wave of inflation, the impact of rates on corporate debt, and the market's expectations of rate cuts. Additionally, he highlights the challenges in achieving the Fed's 2% inflation target and the complexities involved in making adjustments to the target. The discussion also covers the Federal Reserve's potential response to labor market trends, inflation targeting by central banks, the recent OPEC meeting, and an exploration of the silver market, including supply-demand imbalances, industrial uses of silver, and potential investment opportunities in the sector.2. Fed and inflation targeting. Albert Marko discusses the Federal Reserve's handling of inflation and interest rates, expressing concern about a potential second wave of inflation and skepticism about the market's expectations of rate cuts. He also touches on the challenges of hitting the 2% inflation target and potential changes in the Fed's inflation target. Additionally, he highlights the volatility and unpredictability of financial and commodities markets, emphasizing the impact of factors such as interest rates, demand and supply imbalances, and the complexities of investing.3. Oil (OPEC) and Silver (ready for liftoff?). Tracy Shuchart discusses various economic factors, including the resilience of the consumer and businesses, the potential for inflation, and the implications of Fed policies. She also talks about the impact of interest rates on small and medium-sized companies, the potential for higher energy prices, and the evolving stance of the Fed on inflation targets.-------------------------------------------------------------------------------------------This is the 90th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Watch this episode on Youtube: https://youtu.be/LZZ3bV7JKas

Link to the Trader Funding Program from Forex Analytix: https://traderfundingdashboard.propaccount.com//evaluation?affiliateId=chigrl Luke Gromen on X @LukeGromenFFTT: https://fftt-llc.com/Tracy Shuchart on X: @chigrlRalph Schoellhammer on X: @Raphfel

Get 40% OFF your CI Markets subscription: https://completeintel.com/save200/.Welcome to “The Week Ahead” with your host Tony Nash. In this episode, we discussed three crucial topics:1. Rates, market pricing & earnings quality: Bob Elliott discussed various topics including the Federal Reserve's approach to controlling inflation, the impact of interest rates on the housing market, the challenges of small modular reactor (SMR) projects in the nuclear energy sector, and the outlook for crude oil prices.He highlighted the potential for a soft landing in the economy going into an election year, the complexities of the housing market, the difficulties faced by SMR projects, and the favorable risk-return profile for investing in oil.2. Dollar, commodities and elections: Albert Marko discussed various economic and financial topics, including the potential impact of fiscal and monetary policies, interest rates, inflation, and the outlook for the dollar and commodities. He also touched on the challenges and prospects of small modular reactors in the energy sector, as well as the implications of energy prices, particularly in relation to crude oil. Additionally, he shared insights on the housing market and the potential impact of political dynamics on the economy.3. SMR: Death of nuclear power?: Albert and Bob discussed the potential death of new nuclear power in the US, citing increased costs and R&D as contributing factors. They also mentioned the challenges related to transporting small modular reactors and the regulatory restrictions associated with them. Additionally, they highlighted the difficulties in developing new green energy technologies and emphasized the need for incremental progress and realistic expectations.Finally, the conversation shifted to the outlook for crude prices, with Bob Elliott and Albert Marko expressing a favorable view of oil as a growth asset, considering its current pricing and potential for a diversifying bet against economic weakness.------------------------------------------------------------------------------------------This is the 87th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. Watch this episode on Youtube: https://youtu.be/LIeYrkSqeXc

Get $200 OFF your CI Markets subscription: https://completeintel.com/save200/.Welcome to “The Week Ahead” with your host Tony Nash. In this episode, we discussed three crucial topics:1. Deposit flight, banking and deflation: Hugh Hendry discusses several topics in the episode. He talks about his willingness to buy during a significant market correction and expresses his belief in a potential credit event.He also discusses the impact of higher interest rates on government policies, the devaluation of the Chinese yuan, and the relationship between the Federal Reserve and regional banks.Hendry mentions the challenges faced by China due to its real estate market and the potential consequences of collapsing property prices. He highlights the fragility of the euro dollar system and predicts the end of the bond bull market.Hendry also discusses the impact of green technologies on China's power generation sector and expresses skepticism about their viability.Overall, he shares his perspective on current market conditions and his strategies for investing, acknowledging the uncertainty and potential for significant changes in various factors.2. How broken are wind and solar?: Tracy Shuchart highlights how higher interest rates are discouraging people from participating in green initiatives, despite governments wanting to promote them.Tracy also mentions the potential for further consolidation in the banking industry, particularly among smaller banks, due to unrealized losses. She predicts that bailouts for more banks may be necessary and expresses concerns about banks not taking on sufficient risk.Additionally, Tracy discusses the recent write-downs in the wind and solar industry, attributing them to rising interest rates. She suggests that higher rates undermine investments in the Green New Deal and the Green transition. Tracy also talks about the challenges in the US solar industry, the impact of tariffs or import bans from Asia, and China's advantage in terms of resources and supply chain.Lastly, she mentions her investment strategy in hard assets due to her belief in upcoming problems and emphasizes the importance of old and hard assets in her trading strategy.3. The “melt up”: Albert Marko discusses the challenges faced by younger generations in affording homes due to artificially high real estate prices in the US, caused by cash buyers and low mortgage rates.He also discusses the uncertainty surrounding the actions of the Chinese government regarding real estate valuations and the potential impact on their credit rating.Furthermore, Marko highlights concerns about the banking industry, including the potential for consolidation and the risks faced by smaller banks.He expresses skepticism about a potential “melt up” in stock prices and emphasizes the need for caution in the current market situation. Overall, he stresses the importance of monitoring economic factors and preparing for potential market disruptions.------------------------------------------------------------------------------------------This is the 86th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. Watch this episode on Youtube: https://youtu.be/KM3gZ4ysb7c

Get $200 OFF your CI Markets subscription: https://completeintel.com/save200/.Welcome to “The Week Ahead” with your host Tony Nash. In this episode, we discussed three crucial topics:1. Housing: Time to pay attention: David Cervantes addresses the US housing market, noting its robustness during the pandemic due to backlogs but predicting a slowdown now that those backlogs have resolved. He stresses the significance of monitoring housing prices, especially rental prices, as indicators of inflation. Cervantes also discusses the frozen state of existing home sales, emphasizing the influence of wages on rents. He highlights the Federal Reserve's focus on real estate and wage channels to manage aggregate demand. Additionally, he suggests potential investment prospects in the housing sector, including homebuilders and mortgage real estate investment trusts (REITs).2. Fed & Bond Vigilantes: Gary Brode covers various topics in his discussion, including concerns about excessive government spending and monetization of debt. He highlights the impact on the bond market, expressing concern about inflation and the potential slowdown in the economy. Brode also discusses historical income taxes, property taxes in Texas, and challenges faced by the orange crop in Florida.3. Soft commodities gone wild: Tracy Shuchart conversation covers a range of topics, from California's potential as the top orange crop producer to student loan repayment's possible impact on the housing market. Additionally, she touches on the conflict between monetary and fiscal policies, factors affecting soft commodities, and regional issues in the NatGas market. The discussion wraps up with speculation about the effect of snowfall on natural gas prices.Join us for a clear and concise analysis of these important topics in plain language you can understand. Stay informed for the week ahead! Don't forget to like, subscribe, and share for more valuable insights.Key themes:1. Housing: Time to pay attention2. Fed & Bond Vigilantes3. Soft commodities gone wild-------------------------------------------------------------------------------------------This is the 85th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. Watch this episode on Youtube: https://youtu.be/5oA_JWuM2-8

Register for a CI Markets account for FREE! No credit card required: https://completeintel.com/markets.Welcome to “The Week Ahead” with your host, Tony Nash! In this episode, we engage in thought-provoking discussions on a range of critical topics:1. Price Disinflation Recession: Our expert panel, featuring Seth Golden, challenges conventional wisdom by analyzing the rise in manufacturing volumes and its implications for the economy. Are we on the cusp of a period where valuation multiples could expand once again?Also, discover differing perspectives on inflation and disinflation as our panelists share their views on the deceleration of inflation rates and concerns about wage inflation and political policies. Explore the impact of interest rates on the housing market and the potential for lower prices due to disinflation. We also shed light on the critical role of diesel prices in the economy.2. Crude Tumbling: This discussion, led by Tracy Shuchart, dissects the secondary impacts of rising gas prices and the global dynamics affecting fuel prices. Stability in oil prices becomes a focal point as we examine the intricate interplay of factors like global demand and export policies. Comparisons are drawn between OPEC's influence on energy markets and the Federal Reserve's impact on equities.3. DC Drama & Markets: Albert Marko led this discussion and he doesn't shy away from discussing the lack of unity within political parties and the need for stable economic and fiscal policies. The panel raises concerns about wealth accumulation among politicians and calls for a reevaluation of the system.The discussion also touches on the significance of the Speaker of the House in US politics and potential candidates for the role. Learn why an efficient speaker is vital for the productivity of the legislative body as we wrap up our discussions.------------------------------------------------------------------------------------------This is the 83rd episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. Watch this episode on Youtube: https://youtu.be/c_emz90q-AA

Register for a CI Markets account for FREE! No credit card required: https://completeintel.com/marketsIn this episode of The Week Ahead, we're joined by Dr. Anas Alhajji, Michael Belkin, and Tracy Shuchart. Dr. Anas starts by tackling the intriguing question of oil prices. Despite ongoing supply constraints, including OPEC's cuts, Dr. Anas argues that there's currently no compelling case for $100/b oil. He'll walk us through his reasoning.Next, we turn to Michael Belkin who shares his perspective on the equity market. Michael believes that we've reached the peak of the current cycle, and recent market turbulence seems to support his view. He also provides insights into energy trends and discusses his thoughts on sector rotation, particularly as it pertains to defensive sectors.Finally, Tracy Shuchart takes the stage to explore LNG and electric vehicles in Asia. Her analysis highlights Asia's growing dependence on LNG as the largest energy-importing region, with projections indicating a potential doubling by 2050. Tracy also gets into how gas may outperform green technologies like wind, solar, and batteries, shedding light on the future of electric vehicles in Asia.Key themes:1. No case for $100 oil2. Equities have peaked3. LNG & EVs in Asia-------------------------------------------------------------------------------------------This is the 79th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdAnas: https://twitter.com/anasalhajjiMichael: https://twitter.com/BelkinReportTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/b1U1rdo81Qw#WeekAhead #FinanceDiscussion #OilPrices #EquityMarket #LNGTrends #ElectricVehicles #InvestmentAnalysis #FinancialForecast #MarketInsights #AsiaEnergyTrends #SectorRotation #EconomicOutlook #InvestmentStrategies #FinancialNews #CompleteIntelligence #DrAnasAlhajji #AnasAlhajji #MichaelBelkin #BelkinReport #TracyShuchart #Chigrl #TonyNash #TonyNashNerd #CIMarkets #AIPoweredForecasts #EconomicsData #AI #ML #Nikkei100 #MajorCurrencies #ForexForecasts

⌛️PRICE INCREASE SOON⚠️ Subscribe now to get access to AI-powered forecasts by CI Markets. Only $25/month.In this episode of The Week Ahead, we're diving into some key topics that are making waves with Deer Point Macro, Tracy Shuchart, and Albert Marko.First up, Deer Point Macro takes the lead in discussing the mystery behind China's credit growth. For years, credit growth has fueled China's economic progress. But recent times have brought some twists and turns. What's the deal with the current credit growth, and how is it connected to the country's economic landscape? Tune in as we explore who's borrowing, who's extending credit, and how credit markets might just hold the key to fixing China's real estate scene.Next, Tracy Shuchart steps in to shed light on Saudi Arabia's latest move to cut crude supply once again. You might remember we talked about their 1 million barrel cut last month. But now, whispers suggest another extension. What's the bigger story behind these cuts? Could this signal weaker demand from China? Join us as we discuss whether OPEC is waiting for a sign that China's demand is on the upswing before easing up on the supply cuts.Lastly, Albert Marko takes the stage to expose the drama around the upcoming presidential election. Yep, it's that time again, and the spotlight is on none other than Donald Trump. With the first Republican debate making headlines, everyone's wondering if it's truly Trump's race to lose. But with a hefty 65% of voters viewing him unfavorably, could the Republicans face a major divide? Could they struggle to find a strong contender against Biden? We'll dissect the major issues that will shape this campaign.Join us for insights, discussions, and a deep dive into what lies ahead. It's all happening on this episode of “The Week Ahead.” Don't miss out!Key themes:1. China's credit growth2. Saudi cuts crude supply again3. Trump's to lose?This is the 77th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdDeer Point Macro: https://twitter.com/deerpointmacroAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube.

Invest smarter with AI-powered forecasts of CI Markets portfolios.In this episode of The Week Ahead, Tony Nash hosts a discussion with Tony Greer, Albert Marko, and Tracy Shuchart, covering various market events and trends.Tony Greer explains the concept of a bear steepener, which is causing a necessary rotation in the market, with tech stocks and the AI bubble deflating while natural resources and energy hold their ground.The panel discusses the current market pullback, viewing it as orderly and temporary. They mention the spike in the VIX, indicating increased fear, but not impending doom. Tony Greer expresses bullishness in the oil market, citing tightening gasoline spreads and the strength of the physical oil market.Tracy Shuchart agrees with Tony Greer's assessment of the oil market, emphasizing extreme backwardation and market tightness. Tony Greer expects a continuation of the rotation out of tech stocks and a potential further pullback before finding a comfortable bottom for the S&P 500.Tony Greer discusses his bullish view on the equity market, expecting a pullback in the tech sector due to bubble sentiment. Albert agrees and believes China will act decisively to address the current situation. They mention China's potential sale of treasuries and discuss various developments in China, including domestic weakness, deflation, and Evergrande's bankruptcy filing.The episode also touches on the potential impact of selling Chinese treasuries and the belief that other countries, including the US, would buy them. They discuss China's potential sale of overseas assets and domestic political dynamics. The conversation briefly mentions the depreciated Japanese yen and its impact on China's export competitiveness.The discussion then shifts to crack spreads and refinery capacity, with Tracy explaining their significance and the underlying issues caused by underinvestment. Tony Greer expresses bullishness on energy due to strong gas demand and potential disruptions in refining capacity. Tracy mentions the potential impact of companies requiring employees to return to the office on gasoline demand. Albert adds that a potential slowdown in China could temporarily bring oil prices down.Key themes:1. Bear Steepener2. China death spiral3. Your crack(spread) is showingThis is the 76th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdTony Greer: https://twitter.com/TgMacroAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/j-rtq4xFd6U

AI-powered market forecasts with CI Markets: https://completeintel.com/marketsIn this episode of The Week Ahead, we have Joseph Wang, Tracy Shuchart, and Ralph Shoellhammer.Joseph kicks off by talking about inflation, the Fed, and banks. He looks at the recent CPI numbers and asks whether they suggest inflation or not. The conversation revolves around the Fed's plans and a survey indicating two more interest rate hikes this year. We're also examining changes in the money supply and whether it's going back to normal levels.Tracy gives us an OPEC update. The latest report forecasts oil demand growth for this year and the next. She gets into the impact of OPEC's supply cuts, particularly Saudi Arabia's extended cuts, and how they shape the supply situation this quarter.Lastly, Ralph presents the case for why Europe needs nuclear energy. He shares insights from his report on the topic. Ralph explains the importance of energy density and its link to nuclear power. Safety concerns about nuclear energy and European perspectives on restarting nuclear plants are also discussed. We're also looking at Germany's energy mix and recent shifts in energy prices.Key themes:1. CPI. Fed. Banks.2. OPEC Supply Deficit3. Why Europe Needs NuclearThis is the 75th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdJoseph: https://twitter.com/fedguy12Tracy: https://twitter.com/chigrlRalph: https://twitter.com/RaphfelWatch this episode on Youtube: https://youtu.be/V40wnnhVRjQ

AI-powered market forecasts with CI Markets: https://completeintel.com/marketsIn this Week Ahead episode, Tony Nash, Michael Belkin, Tracy Shuchart, and Albert Marko discuss various investment opportunities and market trends.Michael emphasizes the importance of sentiment and positioning in the market, predicting a sentiment reversal and a potential liquidation squeeze out of tech stocks and into energy, financials, and China. He also highlights the under-owned nature of the energy sector and suggests investment opportunities in energy stocks, particularly at the point of maximum pessimism.Michael draws parallels to Sir John Templeton's advice on buying at the point of maximum pessimism and selling at the point of maximum optimism. The conversation also touches on the Federal Reserve's interest rate decisions and inflation concerns.Albert agrees with Michael's assessment of tech stocks being overvalued and predicts a potential resurgent US dollar, albeit remaining range-bound. He discusses the impact of a stronger dollar on Europe and emerging markets.Albert also expects a trend of contraction in the money supply for another month or two, followed by an expansion. The discussion further explores potential investment opportunities in China's large-cap sector, driven by efforts to ignite optimism among Chinese investors, while acknowledging the risk of the Taiwan-China conflict.The speakers also touch on the potential for a rally in small caps, driven by rotation and the consensus being long on large-cap tech stocks.Additionally, the episode highlights the impact of the dollar on commodities, particularly crude oil. Albert predicts a range-bound crude oil price between 75 and 85 unless a geopolitical issue arises. Tracy discusses refinery margins and the strength of crack spreads, noting the strengthening diesel prices and the focus on refining diesel for better margins. She also emphasizes the importance of considering fundamentals in commodity prices and highlights the current high demand for oil, surpassing pre-pandemic levels.Lastly, the conversation mentions OPEC's voluntary cuts and their preference for a stable market with a price range of $80 to $90 for Brent crude. The group is seen as cohesive and unlikely to deviate from the cuts. The episode also briefly touches on the impact of Rhine River levels on manufacturing in Northern Europe, noting a recent return to normal levels that will take time to alleviate the backlog of products.Key themes:1. Forget AI. Real Equity Opportunities2. Inflation, Fed & Treasury3. More Crude Supply CutsThis is the 74th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdMichael: https://twitter.com/BelkinReportAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/qcW7Tl_lT6Q

AI-powered markets forecast with CI Markets. 94.7% forecast accuracy, 1,500+ assets (stocks, ETFs, forex, commodities, economics) forecasted every week. Learn more here: https://completeintel.com/markets Welcome to “The Week Ahead” with Tony Nash, where we discuss the latest market trends and forecasts for the upcoming week with a panel of experts including Blake Morrow, Tracy Shuchart, and Albert Marko.They begin with Blake by examining the strength of the dollar in relation to the euro, Japanese yen, and the resurgence of commodities. The conversation highlights the Fed's indication of keeping rates high, the dovish stance of the European Central Bank, and the inflationary environment in Europe and the United States.The focus then shifts to the Bank of Japan and the potential changes in their yield curve control policy. The speakers discuss the challenges the BOJ faces in moving away from ultra-loose policy, and the impact it may have on the Japanese yen's depreciation and potential future appreciation.The episode also covers China's economy and the challenges it faces in shifting towards a consumer-based model. The speakers mention the potential devaluation of the yuan to boost exports, as well as the appreciation of the Mexican peso and the rally in commodities driven by a weak US dollar and China's stimulus.Tracy touches on the energy sector and the United States' oil demand. The conversation explores the implications of rising energy costs on inflation and the global economy, as well as the slowing growth in margins for S&P 500 companies. They discuss the impact on luxury brands and high-end consumers, as well as the current status of AI in the tech industry, mainly with Albert.Lastly, the experts discuss the role of large language models in improving search efficiency and potentially replacing low-level analyst jobs. They acknowledge the transformative effect of AI advancements in search capabilities, but caution about the accuracy of information provided by AI, especially in legal contexts.Key themes:1. Dollah! (& EUR, JPY, CNY)2. Commodity Resurgence3. EarningsThis is the 73rd episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdBlake: https://twitter.com/PipCzarAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/h_n_Vs0DC6M

This week's video brings together our last two written posts that questioned the market's obsession with OPEC noise and short-term inventory changes, especially when contemplating the potential for an oil super-cycle. We observe that inventory movements drive the front-end of the curve, but do not offer insight on the long-term cycle. It is the long-end of the forward that gives the signal as to whether we are in a trading market or a super cycle. So far, it is the former; hence our use of the "Super Vol" rather than "Super Cycle" phraseology.The key to a rise in long-dated prices would be a combination of US shale oil supply disappointments relative to rig count and signs that global GDP was accelerating and could maintain momentum with higher spot oil. The steepening and growing maturity of the non-OPEC supply curve, coupled with moderate global oil demand growth, suggests a pinch point will likely come, it just hasn't obviously arrived yet.The final area discussed is the impact of "Super Vol" vs "Super-Cycle" on sector profitability. Perhaps paradoxically, a volatile, "grind-it-out" macro backdrop may be more conducive to sustain advantaged ROCE than one where a super-cycle materializes. Avoiding the ROCE "quadrilateral of death" that we have previously discussed is a key objective for individual companies and the sector broadly.Finally, we'd like to highlight two appearances from this past week. I was on Andrew Stotz's "My Worst Investment Ever" podcast (here), where he discussed his regret of ignoring sector ROCE erosion during the second half of the Super-Spike era. He also joined Canadian portfolio manager Eric Nuttall on a Twitter Spaces (here) hosted by Twitter #EFT commodities super-star Tracy Shuchart (@chigrl). Key themes discussed included Super Vol vs Super-Cycle, the outlook for Canadian energy, sector profitability trends, and perspectives on energy transition.⚖️DisclaimerI certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.

With CI Markets, you can access AI-powered market forecasting for as low as $20 a month. Get 94.7% market forecast accuracy for over 1200 assets across stocks, commodities, currencies, equity indices, and economics. In the latest episode of "The Week Ahead," Tony Nash hosts David Cervantes, Albert Marko, and Tracy Shuchart, offering valuable insights on recession indicators, China's economic challenges, the natural gas market, and Europe's energy supply problems.Key themes:1. No recession2. China's inertia3. Natgas bounceKey takeaways:Accurate recession call by David Cervantes, emphasizing construction activity and employment data.Limited impact of commercial real estate in the broader economy.Tech job losses not supported by data; payroll and claims data refute significant losses.Trend of individuals turning to DIY solutions for home repairs.Dismissal of concerns about a credit contraction in the banking sector.Exploration of potential energy shocks and their impact.Concerns about China's lack of political and economic movement, despite slight retail sales growth.Geopolitical considerations and parallels between China's situation and Japan's experience in the 1980s.Challenges faced by China, including demographics, environmental issues, and water scarcity.Impact of high energy costs and environmental policies on European industries.This is the 69th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdDavid: https://twitter.com/pinebrookcapAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/Trd9pE_GNOU

Be a smarter trader and investor with CI Markets. Learn more: https://completeintel.com/marketsIn the latest episode of The Week Ahead, Tony Nash leads an insightful discussion with industry experts Tracy Shuchart, Mayhem, and Albert Marko. The episode covers a wide range of topics, providing valuable insights into the current state of the global economy and geopolitical landscape.One of the key themes explored in the episode is the low crude prices and the upcoming OPEC meeting. Tracy Shuchart analyzes the factors contributing to the downward pressure on crude prices, despite expectations of a seasonal increase. She highlights recession fears and limited market participation as major factors hampering the rise in prices. The OPEC meeting, scheduled for June 4th, becomes a focal point of discussion, particularly in light of Russian overproduction. The experts discuss the potential outcomes of the meeting, including the possibility of production cuts and their impact on countries like India that heavily rely on affordable Russian crude.Mayhem delves into the issue of U.S. Treasury debt issuance and its implications for market liquidity and financial conditions. The recent passage of the debt ceiling prompts an exploration of the upcoming $1.2 trillion of U.S. Treasury issuance. Mayhem provides insights into the expected timing of the issuance and its potential impact on the markets. The experts also touch upon the decline in investor home purchases, questioning whether the rise in interest rates is the sole cause or if other factors are at play. They contemplate the extent of this trend and its potential future implications.Albert Marko leads the discussion on the changing dynamics of the Middle East and the implications for the United States. The UAE's withdrawal from a maritime agreement with the U.S. serves as a catalyst for analyzing the broader challenges in the region. Tensions with Saudi Arabia, Qatar, and Turkey, coupled with evolving U.S. policies, shape the geopolitical landscape. The experts emphasize the need for the U.S. to build strong relationships with important countries like Turkey and Indonesia without excluding other global powers. They acknowledge the complexities of navigating the Middle East and stress the importance of long-term efforts in rebuilding relationships.As the episode concludes, the participants share their expectations for the week ahead. They look ahead to the OPEC meeting and its potential outcomes, considering the impact on global energy markets. Additionally, they discuss the upcoming Federal Reserve meeting and the decision on interest rates, offering diverse perspectives on whether a rate hike is imminent or if the Fed will adopt a more dovish approach.Key themes:1. Why is crude so low? (and OPEC)2. UST Tsunami3. Middle East (UAE)This is the 67th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdTracy: https://twitter.com/chigrlAlbert: https://twitter.com/amlivemonMayhem: https://twitter.com/Mayhem4MarketsWatch this episode on Youtube: https://youtu.be/O8ot6yHQgqg

CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC.  Boutique natural resources research firm. Geopolitics. International Relations. https://twitter.com/chigrl https://hilltowerresourceadvisors.com/ Podcast series: https://twitter.com/MicDropMarkets —— https://linktr.ee/tomanelson1 Summaries of all of my podcasts: https://tomn.substack.com/p/podcast-summaries Tom Nelson's Twitter: https://twitter.com/tan123 Substack: https://tomn.substack.com/ About Tom: https://tomnelson.blogspot.com/2022/03/about-me-tom-nelson.html Notes for climate skeptics: https://tomn.substack.com/p/notes-for-climate-skeptics ClimateGate emails: https://tomnelson.blogspot.com/p/climategate_05.html

Explore your CI Futures options: https://completeintel.com/futuresIn this episode of “The Week Ahead,” our guests discuss key themes affecting the markets. Tracy Shuchart, Anne-Marie Baiynd, and Amelia Bourdeau share their insights on oil equities, diamonds and gold, and tactics for navigating choppy markets.Tracy starts the discussion by noting the decline in crude oil prices and the impact on oil equities. She expects crude prices to continue to fall, with institutions playing a crucial role in the market. Tracy highlights that investors should also keep an eye on geopolitical factors that could affect the oil market.Amelia talks about the diamond market and her work at Diamond Standard. She explains that the diamond market is different from other commodities due to its unique characteristics, such as limited supply and high demand. Amelia also discusses the recent sell-off of gold by Palantir and whether it's an indicator of things to come. She notes that while there may be short-term fluctuations, gold is a good hedge against uncertainty and inflation in the long run.Anne-Marie shares her tactics for navigating choppy markets, pointing out that it's essential to focus on the charts and technical indicators. She suggests looking at key levels and using them as a guide for trading decisions. Anne-Marie emphasizes the importance of risk management and encourages investors to have a plan for both bullish and bearish scenarios.In conclusion, the panelists agree that uncertainty and volatility are part of the market, and investors should be prepared for them. They suggest having a long-term perspective, keeping an eye on geopolitical events, and using technical analysis to navigate choppy markets.Key themes:1. What's ahead for oil equities?2. Diamonds & gold!3. Choppy marketsFollow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdTracy: https://twitter.com/chigrlAnne-Marie: https://twitter.com/AnneMarieTradesAmelia: https://twitter.com/AmeliaBourdeauWatch this episode on Youtube: https://youtu.be/xePyR0f4LW0

Will oil rally from these levels? Oil started a bear run in the summer of 2022, and we haven’t seen many indications of bullishness lately. So on this week’s episode of Futures Radio Show, I ask the energy market experts Tracy Shuchart & Anas Alhajji to share their opinions on the current state of the […]

Will oil rally from these levels? Oil started a bear run in the summer of 2022, and we haven’t seen many indications of bullishness lately. So on this week’s episode of Futures Radio Show, I ask the energy market experts Tracy Shuchart & Anas Alhajji to share their opinions on the current state of the […]

Tracy ShuchartSee omnystudio.com/listener for privacy information.

Tracy Shuchart is the CEO, Chief Energy and Materials Strategist at Hilltower Resource Advisors. She also writes a weekly energy report for MarketsInsiderPro.com. On the podcast we discuss how Europe is not out of the woods, Russia, inflation, domestic drilling, ChatGPT, China's oil demand, Lebanon's banking crisis, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!   Follow Tracy Twitter- https://twitter.com/chigrl Website- https://svmfin.lpages.co/markets-insider-pro-live/   Follow Me Twitter- https://twitter.com/CoffeeandaMike Instagram- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ Truth Social- https://truthsocial.com/@coffeeandamike Gettr- https://gettr.com/user/coffeeandamike   Support My Work Venmo- https://venmo.com/code?user_id=3570365208987017385&created=1658667789.4661531&printed=1 Website- www.coffeeandamike.com Email- info@coffeeandamike.com

✅ Check out Rebel Capitalist Pro with Chris MacIntosh, Lyn Alden and many more for $1 click here!! https://georgegammon.com/pro

We welcome Tracy Shuchart, Partner at Intelligence Quarterly and @chigrl on Twitter, into the SmarterMarkets™ studio. Host David Greely sits down with Tracy to discuss the broader impact of the European energy crisis across the commodities and financial markets.

Join Marty as he sits down with Tracy Shuchart (@chigrl) to discuss the ESG backlash happening across the world. They also discuss how flattening the curve, growth recession is the new narrative and why natural gas is the perfect transition tool for emerging markets. Follow Tracy on Twitter Check out Hedge Fund Telemetry Shoutout to our sponsors: Unchained Capital Braiins HodlHodl Upstream Data CrowdHealth TFTC Merch is Available: Shop Now Join the TFTC Movement: Main YT Channel Clips YT Channel Website Twitter Instagram Follow Marty Bent: Twitter Newsletter Podcast