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State of the Markets

98 Episodes
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#117 Dave Collum
Recorded 25th January 2021
https://twitter.com/DavidBCollum
https://www.peakprosperity.com/dave-collum-2020-year-in-review-part-1/
Media picks:
It's Always Sunny In Philadelphia
Spooks (also known as MI5 in some countries)
Sapiens - a brief History of Human Kind
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
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Recorded 25th November 2020
Geoffrey Norcott is an English comedian, writer and political commentator who first performed in 2001, and has appeared on Mock the Week, Live at the Apollo and Question Time, and written for The Daily Telegraph, The Independent and Spiked.
Dominic Frisby is a British author, comedian and voice actor. He is best known as co-host of Money Pit.
Media picks:
Bros: After the Screaming Stops
https://en.wikipedia.org/wiki/Bros:_After_the_Screaming_Stops
Mary Poppins
https://g.co/kgs/5yAUCy
It's a Wonderful Life
https://g.co/kgs/5C3ACR
Bad Santa
https://g.co/kgs/TeUo73
Trading Places
https://g.co/kgs/UrE7m4
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
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Recorded 10th November 2020
Alex is a filmmaker, making television and online videos. Since lockdown he started the Escape from Lockdown podcast, where he talks to writers, thinkers and scientists from a lockdown sceptic perspective.
https://twitter.com/alexmaccaroon
Escape from Lockdown Podcasts
https://podcasts.apple.com/gb/podcast/escape-from-lockdown/id1508215295
Media picks:
Stewart Lee Princess Diana
https://youtu.be/U1H913UqQ6w
A futile and Stupid Gesture
https://g.co/kgs/qwBtPa
The Queen's Gambit
https://g.co/kgs/H5TCtA
Wake in Fright
https://g.co/kgs/R4ctq5
Veritasium
https://youtu.be/pTn6Ewhb27k
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
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Steve is the founder of Behind the Balance Sheet. Following a 25-year career as an investment analyst, Steve decided to put that experience to good use and train the next generation (or sometimes the current generation) of investment analysts, private investors, and portfolio managers.
Steve’s experience includes working on the 'sell side' for a number of investment banks, and the 'buy side' as a partner at not one, but two multi-billion dollar firms. He has won awards like the prestigious Starmine Most Accurate Forecaster award, and is still regarded as one of the top forensic analysts by large institutional long only and hedge fund clients using his bespoke research service
https://twitter.com/steveclapham
https://www.behindthebalancesheet.com
The Smart Money Method
https://g.co/kgs/rcKFKC
Media picks:
Dirty Money – Netflix:
https://g.co/kgs/Vs8Xmo
The Psychology of Money:
https://g.co/kgs/xLRWCu
Range
https://g.co/kgs/qYrkwf
The Gambler
https://g.co/kgs/CNE37a
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
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Recorded 18th October 2020
https://www.equitile.com
George’s desire to promote a better understanding of financial markets, with realistic models of debt and behavioural finance, is behind his decision to found Equitile.
He has extensive fund management experience and, as Global Fixed Income Strategist for Deutsche Bank and JP Morgan, he has written extensively and lectured on central banking and monetary policy, financial stability and asset bubbles. His first book, ‘The Origin of Financial Crises’, 2008, explains monetary policy and its role in managing economic activity. In his more recent books, ‘Money, Blood and Revolution’ and 'Fixing Economics' George explores problems in the foundations of economic and financial theory.
George gained both BSc and PhD degrees from Durham University, in Physics and Engineering respectively
Media picks:
1917
https://g.co/kgs/Nzch65
The Origin of Financial Crises
https://g.co/kgs/H5d2bM
Fixing Economics
https://g.co/kgs/8QuQvH
When Prophecy Fails
https://g.co/kgs/7Y3jSA
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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Rainman Twins
https://www.amazon.co.uk/gp/video/detail/B07Y8SVVLF/ref=atv_dp_share_cu_r
https://www.tabletmag.com/sections/news/articles/china-covid-lockdown-propaganda
https://thecritic.co.uk/issues/october-2020/democracy-muzzled/
https://www.spiked-online.com/2020/09/25/the-making-of-britains-covid-catastrophe/
https://www.lockhaven.edu/~dsimanek/dhmo.htm
https://www.imdb.com/title/tt3896738/?ref_=fn_al_tt_1 'Hounds of Love'
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Barry founded Argonaut in 2005 and is the CEO, CIO and lead Fund Manager on the Alpha and Absolute Return funds, which are managed using his distinct “earnings surprise” investment process. In over a decade of successful investing, he has established himself as a leading European equity investor across long only and long/short equity strategies.
Barry graduated from Cambridge University in 1996 with an MA in History, and in 1997 with an MPhil in International Relations. He also holds the CFA charter.
Barry has managed the Argonaut European Alpha Fund since its launch in 2005 and the Argonaut Absolute Return Fund since its launch in 2009. He is a regular contributor to the financial media, appearing on Bloomberg TV and CNBC and has had opinion pieces published in the Daily Telegraph and the Financial Times.
https://www.argonautcapital.co.uk/
https://twitter.com/Argonautcapital
Media picks:
Man's Search for Meaning
https://g.co/kgs/6XFFY2
The Sting
https://www.imdb.com/title/tt0070735/
To Rule the Waves
https://g.co/kgs/T6pq2i
The Price of Panic
https://g.co/kgs/KgxVfv
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
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Join Steven's course here: https://bit.ly/3kxPnm5
It will either pay for it's self or with a money back guarantee! Click the affiliate link to
learn more and book!
Steven has been involved in business finance and investment for the best part of 30 years having started working for Merrill Lynch Investment Bank in Munich, Germany in 1987. He now runs an investment company and a knowledge platform teaching finance to entrepreneurs called Good & Prosper with a focus on Small & Medium sized Enterprises (SMEs) primarily in Germany and Europe and mostly in some sort of distress or need of restructuring.
Media picks:
Ozark:
https://g.co/kgs/gA3dJf
James Burnham Suicide of the West
https://g.co/kgs/RtXn5e
Quatermass 2
https://g.co/kgs/ZxxjZw
Borat Subsequent Movie Film
https://g.co/kgs/rWjGWp
Join Steven's course here: https://bit.ly/3kxPnm5
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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www.pandata.org
https://twitter.com/PanData19
Media picks:
The Gulag Archipelago
https://g.co/kgs/XVH9QM
The Beginning of Infinity
https://g.co/kgs/Xbj2iF
The Fabric of Reality
https://g.co/kgs/zKgYjA
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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Enrol on Steven Wilkinson's paid course (Starts 4th November)
Click link and scroll down to enrol.
https://bit.ly/2T7JsrM
Enrol on Steven Wilkinson's Course Free Course:
https://bit.ly/3o4shFJ
Sean Corrigan:
https://cantillon-consulting.ch
https://twitter.com/CantillonCH
Media picks:
How to Podcast:
https://apple.co/3kaMd7K
Three New Deals Book:
https://g.co/kgs/xVVwpS
Dyhydrogen Monoxide:
https://g.co/kgs/nonsmT
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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Recorded 28th July 2020
Dr Kristian Niemietz joined the IEA in 2008 as Poverty Research Fellow, becoming its Senior Research Fellow in 2013, Head of Health and Welfare in 2015 and Head of Political Economy in 2018. Kristian is also a Fellow of the Age Endeavour Fellowship.
He studied Economics at the Humboldt Universität zu Berlin and the Universidad de Salamanca, graduating in 2007 as Diplom-Volkswirt (≈MSc in Economics). During his studies, he interned at the Central Bank of Bolivia (2004), the National Statistics Office of Paraguay (2005), and at the IEA (2006). In 2013, he completed a PhD in Political Economy at King’s College London. Kristian previously worked as a Research Fellow at the Berlin-based Institute for Free Enterprise (IUF), and at King’s College London, where he taught Economics throughout his postgraduate studies. He is a regular contributor to various journals in the UK, Germany and Switzerland. Source: IEA.org.uk
https://iea.org.uk/dr-kristian-niemietz/
https://twitter.com/K_Niemietz
Media picks:
Time & Time again – Ben Elton
https://g.co/kgs/HAV5k7
Operation Anthropiod
https://g.co/kgs/BtepFT
Inglorious Basterds
https://www.imdb.com/title/tt0361748/
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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Recorded 23rd August 2020
www.zakmir.com
https://twitter.com/ZaksTradersCafe
Media picks:
Survivors 1975:
https://www.imdb.com/title/tt0072572/?ref_=fn_al_tt_2
Sputnik
https://g.co/kgs/RXmJNb
Sea Fever
https://g.co/kgs/5tYAvr
Les Diaboliques
https://g.co/kgs/XcMXwx
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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Recorded 16th August 2020
Benjamin J Butler is an Asia-based Futurist, Writer, and Speaker. He left England 20 years ago and has been ‘on the road ever since,’ accumulating a unique international perspective to advise leaders on where the world might be heading. He is a member of the faculty of Futur/io, the European Institute of Exponential Technologies & Desirable Futures, a member of the Global Future Council on Computing at the World Economic Forum, and a futurist with the UN’s Resilience Frontiers initiative.
See more here: https://www.weforum.org/people/benjamin-butler
https://www.benjaminjbutler.com
https://youtu.be/CxeQ-3czy4o
Media picks:
Latticework – The New Investing
https://g.co/kgs/TZ1GKL
Gary Gulman – The Great Depresh
https://spoti.fi/3i73cGP
The Spatial Web: How Web 3.0 Will Connect Humans, Machines, and AI to Transform the World
Learn more: https://amzn.to/2F6H80y
Has China Won?
https://g.co/kgs/vAKvLL
Tao Te Ching
https://g.co/kgs/qc8dTS
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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Recorded 26th July 2020
https://twitter.com/MikeBoyd
https://mikeboyd.com.au/
https://www.vroomvroomvroom.com.au/
https://mudbrickcapital.com/
https://www.ypo.org/
http://newsletter.mikeboyd.com.au/
https://www.businessoffamily.net/
Media picks:
The Rise of The Murdoch Dynasty
https://g.co/kgs/nongBy
The Banker
https://g.co/kgs/GbhR8P
One Flew Over the Cuckoo's Nest
https://g.co/kgs/2gms9S
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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Akhil’s expertise is in property, economic, and stock market and commodity cycles. He became interested in economic cycles during his school years when he came across Henry George’s 'Progress and Poverty', which explained why economies go through periods of boom and bust. Later on, he witnessed the negative effects of not understanding economic cycles when his family’s business went through difficult periods during the major recessions in the early 1990s and during the global financial crisis after 2008. He became determined to develop a body of work that would help people – particularly investors - so that they could grow and preserve their wealth during the course of each economic cycle.
He is currently a Director of Property Sharemarket Economics, a subscription service to provide investors with guidance on how to take advantage of short- and long- term cycles. He is also a contributing editor to Frontier Tech Investor, published by Southbank Investment Research. His work has also been featured in a number of media outlets including the BBC and dedicated investor or professional publications, such as _MoneyWeek, Estates Gazette, PropertyWeek and Family Office Real Estate.
Akhil has professional experience in audit, government and international banking and has worked on a range of issues from reviewing large infrastructure public private partnerships (PPP) deals to helping establish the UK’s £3 billion International Climate Fund. He has two Masters Degrees (in Finance and Public Policy) and a first degree in the Classics from Oxford. He is also currently a principal policy advisor to the European Bank for Reconstruction and Development (EBRD).
Media picks:
The Forecaster
https://g.co/kgs/zjG5YZ
Bad Education
https://g.co/kgs/ndbAzx
Buffaloed
https://g.co/kgs/yWip4E
Dark
https://g.co/kgs/9yEy2X
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
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recorded 21st June 2020
https://www.thecoffeecanportfolio.com
https://twitter.com/kevinduffy1929
Media picks:
100 Baggers
by Christopher Mayer
Fear of God:
https://bbc.in/3edNAyR
State of the Markets Podcast
A big thank you to all our listeners!
Enter our giveaway by emailing 100@sotmpodcast.com with your answer by 23rd July.
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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#101 James Delingpole: Education,Wokeness, Gold
Recorded 3rd June 2020
James is an English writer, journalist, and columnist who has written for a number of publications, including the Daily Mail, Daily Express, The Times, The Daily Telegraph, and The Spectator. He is executive editor for Breitbart London, and has published several novels and four political books.
Source: wikipedia
https://twitter.com/JamesDelingpole
https://delingpoleworld.com
Podcast
https://delingpole.podbean.com
https://www.patreon.com/jamesdelingpole
Media picks:
Brexit: The Movie
https://youtu.be/UTMxfAkxfQ0
Califate – Netflix:
https://www.netflix.com/gb/title/80240005
The Wolf's Call
https://www.imdb.com/title/tt7458762/
State of the Markets Podcast
A big thank you to all our listeners!
Enter our giveaway by emailing 100@sotmpodcast.com with your answer by 23rd July.
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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Luke Johnson is a British entrepreneur and Chairman of Risk Capital Partners. Former chairman of the Pizza Express chain, the Royal Society of Arts and Channel 4.
He is the part owner and chairman of Gail's Artisan Bakery and Feng Sushi among other businesses. He is a former owner of The Ivy, Le Caprice and J Sheekey restaurants and a former part owner of Giraffe Restaurants.
He also serves on the board of Brompton Bicycles and is Chairman of The Brighton Pier Group PLC and contract catering firm Genuine Dining.
He is the chairman and majority shareholder in Xstrahl, a medical devices specialist and also owns All Star Lanes, London’s leading tenpin bowling business. He writes a weekly column for the Sunday Times.
https://lukejohnson.org
https://www.twitter.com/LukeJohnsonRCP
Media picks:
A Good Woman is Hard to Find:
https://www.imdb.com/title/tt6624144/?ref_=fn_al_tt_1
State of Happiness
https://www.bbc.co.uk/programmes/m000hy8w
State of the Markets Podcast
A big thank you to all our listeners!
Enter our giveaway by emailing 100@sotmpodcast.com with your answer by 23rd July.
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
---
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State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
---
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http://www.shadowstats.com/alternate_data/inflation-charts
Extra Tim(e)
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
---
Send in a voice message: https://anchor.fm/stateofthemarkets/message