Leigh Goehring has managed natural resource portfolios for over 33 years. He is known as a thought leader in the natural resource space and has been featured in many publications include Grant's Interest Rate Observer, The Wall Street Journal, Barrons, 13D Research and Forbes. He co-founded G&R in 2016.
Adam Rozencwajg has 17 years of natural resource investing experience. He has been working with Leigh Goehring since 2007, first at Chilton Investment Company and then as co-founder of G&R. He is known as one of the foremost experts in global commodity markets and has been featured in many publications and podcasts.
Mark is the Director of the National Center for Energy Analytics, a distinguished senior fellow at the Texas Public Policy Foundation, a contributing editor at City Journal, a faculty fellow at Northwestern University’s school of engineering, and co-founding partner in Montrose Lane. His online PragerU videos have been viewed over 10 million times. He is author of The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020s, (2021). Previous books include Digital Cathedrals: The Information Infrastructure Era,(2020), Work In The Age Of Robots (2018), and The Bottomless Well, (2005), about which Bill Gates said, “This is the only book I’ve ever seen that really explains energy.” He served as Chairman/CTO of ICx Technologies helping take it public in a 2007 IPO. Mark served in President Reagan’s White House Science Office and, earlier, was an experimental physicist and development engineer in microprocessors and fiber optics, earning several patents. He earned his physics degree from Queen’s University, Canada.
A frequent contributor to Barron’s, FuturesMagazine, Reuters, Bloomberg, US Farm Report, Ag-TV, Market to Market-IPTVas well as regular radio show contributor for the likes of Chip Flory-AgriTalkAfter The Bell, Michell Rook-WNAX and Linda Brekke-The Linda Network, Agcommodities expert Shawn Hackett has dedicated his life to educating Agindustry leaders and farmers about financial risk management, hedging and theutility of indicator-based Ag commodity price forecasting tools. Shawn makeshard-to-understand concepts easily digestible to a wide audience and is thepublisher of the Hackett Money Flow Agricultural Report and the Hackett DairyReport.
Dr. David Asher is a senior fellow at Hudson Institute in Washington, DC. His work focuses on US foreign policy in Asia, global macro strategy, economic and financial policy toward US state adversaries, strategic law enforcement, and high technology policy. For nearly three decades Asher has played a senior role in US economic and financial pressure campaigns involving terrorist organizations, drug cartels, and weapons proliferation networks, and major nation-state adversaries. Most recently in 2020-2021, he served at the State Department, advising and supporting investigations into nuclear, biological, chemical, space, and missile weapons proliferation and development issues. At State, he spearheaded a high-profile task force for the Office of the Secretary looking into the origins of COVID-19 and the role of the Chinese government. He concurrently led a task force in partnership with the East Asia Bureau and Policy Planning Staff with the Drug Enforcement Administration against Sino-Mexican fentanyl narcotics trafficking and money laundering. From 2008 to 2014, Dr. Asher advised the leadership of the US Special Operations Command and OSD SOLIC on Iran[1] Hezbollah economic pressure strategy as well as sensitive counterproliferation and counterterrorism operations. During this time, in partnership with the Special Operations Division of the Drug Enforcement Administration, he helped lead the DEA’s Project Cassandra investigation into Lebanese Hezbollah’s global drug trafficking and money laundering networks. In 2015-2016 he served as State Department special coordinator against the Islamic State. From 2001 to 2005, Dr. Asher was senior advisor for East Asian and Pacific Affairs at the State Department, special coordinator of the State Department’s North Korea Working Group, and Director of North Korea Activities at the NSC. During the George W. Bush administration, Dr. Asher developed and oversaw the global targeting and disruption of the Kim Jong-il regime’s financial, illicit trading, and WMD networks, including. FBI-USSS joint investigations Royal Charm and Smoking Dragon that penetrated North Korea’s criminal state via a “double sting operation” involving undercover FBI agents operating inside the Gambino crime family. These investigations led to 87 arrests inside the US in 2005 and hundreds more in Asia. It also produced a historic Treasury Department Section 311 Designation of Banco Delta, North Korea’s key financial conduit, that triggered a crisis in Pyongyang. Dr. Asher has a doctorate in international relations from Oxford University and was a College Scholar at Cornell University as an undergraduate. He is fluent in Japanese. He has over two decades of experience working in the international financial community, including advising global hedge funds such as Third Point, Brevan Howard, and JHL Capital on Japan and Asia strategy. He is co-founder of Sayari Labs, a leading financial intelligence, and commercial data provider (recently exited to TPG), and advises tech companies Circadence, MenloMicro, OMX Ventures as well as real estate firms, Xebec Holdings and Van Vlissingen and Company. David is the guest of Norm Fogelsong and be reached at dasher@hudson.org.
Neil Howe is the Managing Director of Demography at Hedgeye Risk Management, an independent financial research firm, as well as President of LifeCourse Associates. Howe is a renowned authority on generations and social change in America. An acclaimed bestselling author and speaker, he is the nation's leading thinker on today's generations—who they are, what motivates them, and how they will shape America's future. A historian, economist, and demographer, Howe is also a recognized authority on global aging, long-term fiscal policy, and migration. He is currently a senior associate at the Center for Strategic and International Studies (CSIS) and the Global Aging Institute, both in Washington D.C. Howe has co-authored numerous studies for CSIS (including the Aging Vulnerability Index and pioneering studies on pension reform in China and South Korea). Howe has written over a dozen books on generations, demographic change, and fiscal policy, many of them with William Strauss. Howe and Strauss' first book, Generations (1991), is a history of America told as a sequence of generational biographies. Vice President Al Gore called it "the most stimulating book on American history that I have ever read" and sent a copy to every member of Congress. Newt Gingrich called it "an intellectual tour de force." Of their book The Fourth Turning (1997), The Boston Globe wrote, "If Howe and Strauss are right, they will take their place among the great American prophets." Neil Howe looks once again to America’s past to predict our future in his new NY Times Bestselling book “The Fourth Turning is Here” with a startling and hopeful prophecy for how our present era of civil unrest will resolve over the next ten years—and what our lives will look like once it has. Howe and Strauss originally coined the term "Millennial Generation" in 1991, and wrote the pioneering book on this generation, Millennials Rising (2000). His work has been featured frequently by media outlets including The Washington Post, The New York Times, CNN, and CBS' 60 Minutes. Previous works include On Borrowed Time (1989; reissued 2004), a pioneering call for budgetary reform Howe co-authored with Peter G. Peterson, as well as The Graying of the Great Powers (2008) with Richard Jackson. Howe received his B.A. at U.C. Berkeley and later earned graduate degrees in economics and history from Yale University.
