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Tracy Shuchart
Senior economist and energy markets analyst at NinjaTrader Live and author on energy and commodities topics, known for commentary on Venezuela, gold, and macroeconomic impacts on commodities and Bitcoin.
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Jan 15, 2026
• 42min
Tracy Shuchart: The Real Energy War - Venezuela "Oil Theater," AI's Power Grab, Surging Debt, and Why Bitcoin & Hard Assets Outperform
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Tracy Shuchart, a senior economist and energy markets analyst, dives into the complex narrative surrounding U.S. intervention in Venezuela. She reveals how China, Russia, and Iran have quietly taken control of the country’s resources. The discussion explores why central banks are hoarding gold, the misconceptions about the petrodollar, and how sanctioned governments are turning to Bitcoin and stablecoins. Shuchart emphasizes the importance of hard assets amidst rising debt and AI's demand for commodities, while sharing insights about her own Bitcoin holdings.
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