State of the Markets

BBC: Coronavirus How Scared should we be? https://www.bbc.co.uk/news/health-52758024 Tim's Investment Commentary: https://bit.ly/2WWv2gU The Thing https://www.imdb.com/title/tt0084787/ The Thing Bot https://twitter.com/thething_txt 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

Russell Napier is the Author of "The Solid Ground", an independently published global Macro investment report. Russell is also a Co-Founder of ERIC (www.eri-c.com) the platform for the sale of individually priced investment research. He was a Consultant Global Macro Strategist with CLSA Asia-Pacific Markets for almost twenty years. In 2013, Russell was elected as a fellow of the CFA Institute of the UK. Russell founded a course and finance at the Edinburgh Business school, called a practical history of financial markets and is author of the book "Anatomy of the Bear". Russell became a limited partner of Cerno Capital and is a member of the Investment Advisory Committee to Cerno's investment management team. In 2009, Russell was appointed a non-executive director of two UK listed Companies (The Scottish Investment trust, The Mid Mynd international Trust). The same year he joined the Investment Committee of the National Trust for Scotland. In 2014, Russell Established "The Library Of Mistakes". The Library is a charitable venture and a first class financial history resource for anyone wishing to learn the lessons of the past as a guide to our financial future. He is also the Keeper of "The Library of Mistakes".  (source linkedin) https://www.eri-c.com/ Media picks: History of England -BBC https://g.co/kgs/p2cWZR Lord King Radical Uncertainty: https://g.co/kgs/HTLdfs The Way Way Back https://www.imdb.com/title/tt1727388/ The Apartment: https://www.imdb.com/title/tt0053604/ 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

P.D. Mangan is a multi-published author with titles including: Dumping Iron: How to Ditch This Secret Killer and Reclaim Your Health Stop the Clock: The Optimal Anti-Aging Strategy Muscle Up: How Strength Training Beats Obesity, Cancer, and Heart Disease, and Why Everyone Should Do It https://twitter.com/Mangan150 https://roguehealthandfitness.com 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

Tim Staermose is Sovereign Man's Chief Investment officer, based in the Asia-Pacific region. Born to a Danish father and British mother in Dar Es Salaam, Tanzania, Tim has led an international life since the day he was born. He has lived and worked throughout Asia, primarily focusing on equity research and emerging market opportunities. https://twitter.com/globalvaluehunt http://globalvaluehunter.com/about/ Media picks: Frozen II https://imdb.to/2STvzxL Tolkien https://imdb.to/2YQHwIg Princes of the Yen https://youtu.be/5-IZZxyb1GI 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

Dylan is an investor, writer and founder of Calderwood Capital, the alternative investment boutique. Prior to founding Calderwood he helped design, build and establish the investment architecture for liquid investments at one of the largest Family Offices in Europe, based in Switzerland. He started his career in London as an economist at Kleinwort Benson before moving to Societe Generale, where he was ranked the number one analyst in the Extel survey of Institutional Investor opinion in 2011 and 2012. https://twitter.com/dylangrice https://www.calderwoodcapital.com Media picks: Micheal Lewis https://apple.co/2LamwEk Brightburn https://imdb.to/2WbkutQ 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

“Ganderflanker on the loose” https://twitter.com/praxeologue https://www.cobdencentre.org/author/jonathan-escott/ Media picks: The Science & Ethics of 'Tiger King' https://www.youtube.com/watch?v=g-KTxt_wQKU Lions of Libery https://bit.ly/2KIJQcj Better Call Saul https://g.co/kgs/DFU3cV Argo https://www.imdb.com/title/tt1024648/?ref_=fn_al_tt_1 Coronavirus and 'merica  https://gen.medium.com/coronavirus-made-a-big-mistake-invading-the-greatest-goddamn-country-on-earth-9d136359b41f and 'Quiz' on ITV.. 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

Tim's links: https://www.youtube.com/watch?v=xfLVxx_lBLU https://www.telegraph.co.uk/news/2020/04/25/sweden-succeeds-lockdownswill-have-nothing/ 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 24th March 2020 Glen Goodman was an ITV news reporter who traded the markets for extra cash - until one day he realised he was a successful trader who did TV reporting for extra cash. He famously turned a £3,000 trade into £100,000 by betting there would be a financial crash in 2008, an experience he later recounted in The Times. He is now regularly interviewed by the media including the BBC, Forbes and LBC, and is a contributing expert on cryptocurrency at the London School of Economics. https://twitter.com/glengoodman https://www.glengoodman.com 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

https://www.youtube.com/watch?reload=9&v=jsV_YXq-1x4 Danielle DiMartino Booth on the new Great Depression https://twitter.com/CNBC/status/1248323677898366978 - The U.S. shouldn’t bail out billionaires and hedge funds during the coronavirus pandemic, Social Capital CEO Chamath Palihapitiya says. “Who cares? Let them get wiped out.” Dr Shiva Ayyadurai Boosting Immune system (Hat Tip @AndyHumphreys2) https://twitter.com/va_shiva/status/1248002303405117440?s=20 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 February 2020 Gregory Wrightstone is a geologist with more than 35 years of experience researching and studying various aspects of the Earth's processes. He earned a bachelor's degree from Waynesburg University and a master's from West Virginia University, both in the field of geology. He has written and presented extensively on many aspects of geology including how paleogeography and paleoclimate control geologic processes. His findings have allowed him to speak at many venues around the world including Ireland, England, China and most recently India. Gregory is a strong proponent of the scientific process and believes that policy decisions should be driven by science, facts and data, not a political agenda. Gregory Wrightstone is a man of true science, firmly in the tradition of (Arab natural philosopher) al-Haytham... His mission is to distinguish what is from what is not in the climate debate. He has splendidly succeeded. Christopher Monckton, Viscount of Brenchley (source inconvenientfacts.xyz) https://inconvenientfacts.xyz/blog https://twitter.com/GWrightstone https://www.amazon.co.uk/Inconvenient-Facts-Science-That-Doesnt/dp/1545614105 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

https://www.newstatesman.com/america/2020/04/why-crisis-turning-point-history Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Meditations: Marcus Aurelius https://g.co/kgs/yfTcRX 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 1st March 2020) Anton is a Global macro asset management with an Emerging Markets undertone based on risk factor investing, exploring core trends, using nonconventional economics, cross-discipline ideas and basic common knowledge. Previously, more than 20 years of experience in New York, London and Asia as a trader, portfolio manager and head of thematic research. I am an independent consultant and a private investor with over 20 years of experience in the financial services industry before that: a large majority of which I worked as a trader/portfolio manager specializing in Emerging Markets both on the sell-side and the buy-side. My most recent experience was as Head of Thematic Research combining a cross-discipline approach and long-term history to analyze financial markets." https://beyondoverton.com https://twitter.com/an10nev 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 Anton's media pick https://en.wikipedia.org/wiki/I_Can_Quit_Whenever_I_Want Tim's Media Pick: https://www.kongregate.com/games/darkrealmstudios/pandemic-2 Paul's media Pick Captain Fantastic https://g.co/kgs/ntwFcx 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 https://lawliberty.org/where-will-the-coronavirus-lead-us/  Dalrymple “You have power over your mind - not outside events. Realize this, and you will find strength.” “Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth.” - Marcus Aurelius, 'Meditations'. Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Meditations: Marcus Aurelius https://g.co/kgs/yfTcRX Steve Baker: https://youtu.be/m_51gGZKTyc 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 February 2020) The Balfour Capital Group in its current form is a family office that manages capital using a Discretionary Macro strategy implemented through managed futures. We are currently obtaining licences in Hong Kong, the United Kingdom and the United States to allow us to manage money for other family offices and HNWIs. https://twitter.com/adbalfour 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 Alex's media Pick 1917 https://g.co/kgs/56ebyb Tim's Media Pick: The Hummingbird Project https://g.co/kgs/sG1NoL 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

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

#89 Craig Drake (recorded 9th February) Craig Drake is a co-founder and director of Labarde Management, a deliverable foreign exchange broker. While as a business offering FX liquidity to global clients, Labarde Management is on the face of it a very different one to Price Value Partners, it is a business rooted in a similar ideology. There is no lack of other operators in our respective market places, but Craig and his co-founder wanted to offer something to clients rooted in a deep interest in the mechanics and the philosophy of the mechanics of financial markets. The result of this is something that he would like to talk about today – how do you approach markets so heavily influenced by a philosophy to which you do not subscribe? https://www.labardemanagement.com/about-us Twitter https://twitter.com/csdrake?lang=en 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 Craig's media Pick The Irishman https://g.co/kgs/6qPCer Tim's Media Pick: Joker https://g.co/kgs/ZLf2vy Paul's Media pick https://g.co/kgs/tG5daP 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 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

Chris has founded and built several multi-million dollar businesses in the investment arena including overseeing the deployment of over $30m into Venture Capital opportunities and advising family offices internationally. Prior to this, Chris built a career at Invesco Asset Management, Lehman Brothers, JPMChase, & Robert Flemings. https://capitalistexploits.at/author/chris-macintosh/ Twitter https://twitter.com/capitalistexp 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 Chris' media pick The story of the Pencil https://www.econlib.org/library/Essays/rdPncl.html Tim's Media Pick: Bears Can't run Down Hill https://g.co/kgs/KN7ZnS Paul's Media pick Searching for Sugarman https://g.co/kgs/AQYXHW Not Dead Yet – Jason Becker the greatest guitarist you've never heard of https://youtu.be/Cf6fD2kQS68 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

Piet has over 25 years of industry experience. He started out as a lecturer at the University of Pretoria, and then joined the Reserve Bank as an economic analyst. He became a portfolio manager at Allan Gray Investment Counsel in 1991 and in 1995 he moved to Investec Asset Management. Piet founded RECM in 2003 and is our Chairman. In his personal life, Piet is an avid art enthusiast, and enjoys ultra distance sporting events. He has completed 3 ABSA Cape Epic mountain bike races, 1 Iron Man, 1 Comrades marathon, 3 Two Oceans ultra marathons and recently swam from Robben Island to Blouberg. But his ultimate passion remains investing, and more specifically, value investing. RE Capital Management http://www.recm.co.za/ 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 Piet's Media Pick: Ford vs Ferrari https://imdb.to/38i6wcz Tim's Media Pick: The Favourite https://imdb.to/3crpPDs Paul's Media pick The Gene Revolution https://bbc.in/2Tk6Inx 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