State of the Markets

Recorded 6 Aug 2026Bernie's X accounthttps://x.com/ArtemisfornowMedia PickBernie's Book (affiliate link)https://link.amazon/B03QoxBTbState of the Markets PodcastTim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing Through the Looking Glass (by Tim Price)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠https://x.com/prodr1guez⁠

Akhil Patel, economist, property-market analyst and author of The Secret Wealth Advantage, explores whether markets are nearing a 2026 land-cycle peak. They discuss bond yields, 18.6-year cycles, rolling crises, debt, the dollar’s future, AI investment bottlenecks, and property resilience. The conversation also examines land-value taxation, housing schemes, imperial decline, and intensifying political division.

Recorded 25th August 2026Follow Dave Hunter here (and watch for FAKE Accounts and being tagged into) he has over 445,000 followershttps://x.com/DaveHcontrarianMedia PicksBitten: The Secret History of Lyme Disease and Biological Weaponshttps://link.amazon/B0aMEu4py (affiliate link) Watch, learn and protect yourself: https://youtu.be/1AN37nEBebc?si=oy3_Hfj0qLExSUyvhttps://x.com/DaveHcontrarian/status/2091650837672063411State of the Markets PodcastTim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing Through the Looking Glass (by Tim Price)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠https://x.com/prodr1guez⁠

Fred Harrison, economic researcher and author who studies land value and fiscal reform. He traces the roots of institutional cheating and argues location-based rent capture should fund public services. He warns of converging crises—political paralysis, migration, environment, autocracy and AI—and explains why national conversation and managed transitions are needed for fairer fiscal systems.

Charts are included in the video versionCan also be downloaded here:https://we.tl/t-SCcSKB0jqYtKs7z5https://www.glindexes.com/about/https://capitalwars.substack.comhttps://x.com/crossbordercapState of the Markets PodcastTim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing Through the Looking Glass (by Tim Price)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paul Rodriguez

Jonathan Escott, a retired bond dealer and former investment bank executive now active as a board member and market commentator. Conversation jumps from debates about gold and trend following to risks for 60/40 portfolios and Japan-style deflation. They cover debt-driven fiat dynamics, investor psychology, AI and consciousness, and practical portfolio choices like trend strategies, gold and rebalancing.

Glen Goodman, author and trader known for The Crypto Trader, shares market-tight views and trading anecdotes. He discusses fiscal retrenchment, timing big shorts and why crashes can be slow. Conversation covers bitcoin vs stocks, altcoin breakouts, institutional crypto adoption and quantum risks to crypto security. He also touches on AI’s creative limits and recent crypto hacks.

Recorded 19th March 2026https://www.themorganreport.comDavid's documentary: https://silversunrise.tvMedia Picks (some links may be UK affiliate links)Book mentioned early in the show by DavidNone Dare Call it (Gary Allen)https://amzn.to/4sPlPni&Call It Conspiracyhttps://amzn.to/4vmzioiWhat has the Government Done to Our Moneyhttps://amzn.to/47BYdKaIdiocracyhttps://share.google/z6SsChwLHvvtIw3TMDr. Strangelovehttps://share.google/YQPVPYVe80bJpJCq7Richard Murphyhttps://youtu.be/WUy_Hl-sD6Q?si=yOkmiUYyQKjWMgGmState of the Markets PodcastTim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing Through the Looking Glass (by Tim Price)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Alexander Ineichen, Swiss-based analyst and author known for work on institutional risk and nowcasting. He discusses energy-driven market regimes, why benchmarking dominates institutions, and his momentum-plus-revisions scoring system. Topics include sector and theme rankings (fossil energy, metals, clean energy), currency and bond score shifts, and how he applies the model to real portfolios.

Attila Rebak, an investment professional of 30+ years and Substack author on Austrian economics and sound money. He discusses Austrian ideas, the business cycle, and why he shifted into gold, silver and miners. He covers timing the bust, holding foreign currency, doubts about crypto, and how investor psychology shapes decisive moves.