State of the Markets

Phil Anderson, a world-renowned cycles expert, dives into his love for economics, sparked by childhood experiences. He discusses the innovative Citizen's Dividend, proposing land rent as an alternative to traditional taxes. Anderson emphasizes the importance of understanding market cycles and past mistakes, particularly regarding 2006's market warnings. He shares insights on America's resilience versus China's challenges and the impact of AI on economic predictions. The conversation is packed with wisdom on navigating future uncertainties in investment and market dynamics.

Jonathan Escott, a seasoned fund director with expertise in portfolio management, discusses crucial investment strategies to protect against portfolio risks. He highlights the complexities of gold investments and the impact of market volatility, stressing the importance of understanding geopolitical dynamics. The conversation also touches on authenticity in gender roles within finance and the critical influence of public health narratives on market behavior. Escott emphasizes the need for patience in value investing and encourages critical thinking in financial decisions.

Sir Steven Wilkinson, a notable authority on capital movements, shares insights on why investment is shifting from Europe to the US, citing political and energy policy challenges. He discusses the decline in media integrity and its effects on democracy, emphasizing the need for decentralization in power structures. The conversation also covers the psychological impacts of wealth on personal fulfillment and the importance of nurturing skilled trades for future generations. Lastly, they examine AI's disruptive role in business expertise and the evolving landscape of entrepreneurship.

Jonny Morgan, affiliated with Charteris and a financial consultant, dives into pressing global market trends. He raises alarms about a potential 30-60% decline in equity markets and critiques government interventions affecting economic stability. With a focus on wealth preservation during inflation, he advocates for hard assets like gold and Bitcoin. The discussion also touches on the energy sector's market sentiment and challenges facing oil and gas investments in the UK, all while encouraging critical thought around societal issues and notable films.

GorillaGripP discusses trading, investment discipline, geopolitical influences on commodity markets, Chinese economic policies, trading cobalt, and maintaining anonymity while sharing insights. The episode explores historical conflicts, challenges in trading, and the inspiration behind GorillaGripP's Twitter handles.

https://x.com/erik_ywr https://www.ywr.world Media Picks (links may be affiliate) Encounter: https://amzn.to/3xJgRkE Fall or Dodge in Hell : https://amzn.to/4cPnd0F Brent Huberman & Dr Casey Means: https://www.hubermanlab.com/episode/dr-casey-means-transform-your-health-by-improving-metabolism-hormone-blood-sugar-regulation State of the Markets Podcast: Presented by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim Price ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ follow on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X

Russ Mould: https://www.ajbell.co.uk https://x.com/russmould1 Media Picks : links may be affiliate :) Richie Benaud Blue Suede Shoes https://amzn.to/4cyEeME Heat 2 - Michael Mann https://amzn.to/4cyeEqR Return of the Gods https://amzn.to/4eCWEgQ Contrary Opinion Strategies - David Dreman https://amzn.to/3zf7gCy Island Claw : https://www.youtube.com/watch?v=H9WfC5jmZVM State of the Markets Podcast: Presented by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim Price ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ follow on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X

Live recording celebrating the 200th episode with audience interaction. Topics include government influence on education, libertarianism, capital allocation. Analysis of government debt, economic indicators, gold and silver markets. Discussion on cryptocurrency programming, geopolitical tensions, conflicts, conscription. Speculation on future gold and silver prices, disorderly markets triggers. Insights on well-run economies, investing strategies, safe haven assets. Financial stability, market dynamics, moon cycles in market timing. Reflections on podcast journey and gratitude to listeners.

To celebrate our 200th Episode - Tim and Paul will be live on YouTube to hang out with you and answer your questions: Sunday 2nd June 6pm London UK time https://youtube.com/live/tDIfmRkoIiQ Live link

*apologies for the poor audio - we have done our best to fix it and this will not happen again* https://thepickledblog.co.uk Media Picks Baby Reindeer: Netflix Midnight with the Devil: IMDB Inception dir. Chris Nolan State of the Markets Podcast: Presented by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim Price ⁠⁠⁠⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠ follow on ⁠⁠⁠⁠⁠⁠⁠⁠⁠X