State of the Markets

Dave Hunter, a seasoned portfolio manager and market strategist, shares his insights on the potential for a market melt-up followed by a significant downturn. He discusses how his contrarian sentiment shapes bullish targets while emphasizing the importance of a multi-faceted approach to analyzing markets. Key topics include the dynamics of precious metals amidst fiat erosion, the bullish outlook for tech stocks, and a looming financial bust. Hunter also highlights the risks of central bank policies and predicts massive future interventions to stabilize markets.

Andrew Pancholi, a cycles researcher and market timer, shares his insights on upcoming socio-economic shifts. He discusses long-term cycles, connecting historical patterns from 1837 to present. Andrew warns of potential internal conflict in the U.S. tied to generational cycles and stresses the risk of a currency crisis next spring. He also weighs in on AI's impact on market patterns and reveals bullish forecasts for commodities like gold and grains. Expect an intriguing blend of history and predictive analysis for savvy investors!

https://www.awakenedcoaching.lifeThe Hitchhiker's Guide To The Great Awakeninghttps://amzn.to/3LlhPd9 (affiliate link) Tim 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Recorded 9 Oct 2025 https://www.goldsilvervault.comhttps://x.com/profitsplusidTim 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://x.com/seoforlondonour site:https://www.flycastmedia.co.uk/our linkedin writer:https://agency.flycastmedia.co.uk/free-linkedin-postMedia PicksThe Leopard (affiliate link)https://amzn.to/3WxDJMzRubber Keyed Wonder (affiliate link)https://amzn.to/4hfWPk8The Raven of Zurichhttps://archive.org/details/theravenofzurich/mode/1upSlow Horseshttps://www.imdb.com/title/tt5875444/?ref_=ext_shr_lnkGuardian Article:https://www.theguardian.com/technology/2025/oct/05/way-past-its-prime-how-did-amazon-get-so-rubbishTim 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Recorded 23rd September 2025Graham Rowan:https://insideinvestorclub.comMedia Picks“Covid-19,” Psychological Operations, and the War for Technocracyhttps://link.springer.com/book/10.1007/978-3-031-41850-1Ayn Rand - Atlas Shrugged (affiliate link)https://amzn.to/4qb8fK2Weapons (Horror Film)https://www.imdb.com/title/tt26581740/?ref_=ext_shr_lnkThe War on Cash (by None other than Tim Price!)https://www.pricevaluepartners.com/war-on-cash/Plebshttps://www.netflix.com/watch/80225857?trackId=268410292Tim 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠

NB: Recorded 12th August 2025https://capitalistexploits.athttps://www.glenorchycapital.netMedia Picks (some links may be affiliate links)Wisdom of Insecurity https://amzn.to/4gO0p4QA Street cat Named Bobhttps://www.imdb.com/title/tt3606888/?ref_=ext_shr_lnkDo we See Reality as it is? Ted Talk:https://www.ted.com/talks/donald_hoffman_do_we_see_reality_as_it_isState of the Markets Podcast is Presented by Tim Price (⁠⁠⁠Tim's Substack⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠⁠

Recorded 19th August 2025https://www.patrickfagan.co.ukhttps://x.com/PFagan87State of the Markets Podcast isPresented by Tim Price (⁠⁠Tim's Substack⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠

https://www.macleodfinance.comState of the Markets Podcast isRecorded 19th August 2025Presented by Tim Price (⁠Tim's Substack⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠

Ben's Substack https://substack.com/@baax1001Ben' Firm: https://hendersonrowe.comMedia Picks:(some links maybe affiliate links) The Forth Turninghttps://amzn.to/4lwm3uRMoney Credit and Inflationhttps://amzn.to/4mRmm4DOxford Critical Thinking Online:https://lifelong-learning.ox.ac.uk/courses/critical-thinking-for-business-onlinePrompt Engineeringhttps://news.vanderbilt.edu/tag/prompt-engineering/The Coming Wavehttps://amzn.to/4fQhdrhWhy Nations Failhttps://amzn.to/3JI0kmsState of the Markets Podcast isPresented by Tim Price (Tim's Substack: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠