State of the Markets

#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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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' --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

#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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

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