The Markets: currencies, commodities, and energy
May 9, 2014
Hosted by Andy Busch
This week on Engage with Andy Busch, we turn to the markets with a focus on commodities, energy and geopolitics. First, we have commodity legend Dennis Gartman to discuss the currency, commodity and energy markets. Dennis has been in the markets since 1974 and has written the Gartman Letter since 1987. He is a CNBC contributor and an expert on the commodity markets. Next, we have founder and president of CastleArc Management, LLC Jerome Castellini. CastleArk has $3.951 billion assets under management. They are a registered investment advisor, offering investment management services to institutional and high net worth clients. CastleArk investment strategies include Large Cap, Small Company, and Master Limited Partnerships growth equities, as well as Global Energy equities. We will get Jerrys outlook on energy, MLPs and the S&P 500.
Engage with Andy Busch
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Engage with Andy Busch will help you to explore and understand the top political and business stories with the brightest minds in the United States and the world. Most importantly, Andy will tell you how it impacts your life. With a sharp sense of humor and over thirty years in the markets, Andy speaks with top guests on an equal footing via his own experiences in politics and money, and shares his own successes and failures so you can learn from his experiences. Life’s complicated, let Andy help you figure it out.
Andrew B. Busch is the editor of the global market and public policy newsletter, “The Busch Update.” He is a regular on CNBC’s Talking Numbers, which appears every day on Street Signs and Yahoo Finance. His views can be found on his website, andrewbusch.com, as well as CNBC and Yahoo. He was a panelist on CNBC’s Money in Motion from 2012-14. He was the host of “Politics and Money” on First Business from 2000-03.
For 22 years, he was with BMO Capital Markets and has written the Busch Update for the last 13 years. He was named BMO’s Global Currency and Public Policy Strategist in 2007. Based in Chicago, he is a recognized expert on the world financial markets and how these markets are impacted by political events. He provides clients with analysis on public policy issues for China, Europe and the United States.
On a regular basis, Andy consults with staff from Congress and think tanks on economic, financial market and tax issues. In 2011, Andy was asked to testify in front of Congress on the effectiveness of the 2009 Stimulus package. From 2004 to 2008, he was an outside advisor to the US Treasury Department and White House on the economy and financial markets. Andy had a similar role for the 2008 McCain campaign. He has met and advised the last three US Secretaries of the Treasury including John Snow, Hank Paulson and Tim Geithner. Andy is also a political consultant on campaign strategy for the 2014 US Congressional Mid-Term elections.