DiscoverMicDropMarketsMicDropMarkets Spaces #52: Macro Markets
MicDropMarkets Spaces #52: Macro Markets

MicDropMarkets Spaces #52: Macro Markets

Update: 2025-03-08
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Host: Tracy Shuchart for MicDropMarkets

Guests:

Craig Shapiro

Macro Strategist: The Bear Traps Report Portfolio Manager

Craig 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 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

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MicDropMarkets Spaces #52: Macro Markets

MicDropMarkets Spaces #52: Macro Markets

Tracy Shuchart