State of the Markets

Recorded 22nd February 2021 Co-Founder, Real Vision. Author: Thing that Make you Go Hmmm. https://www.grant-williams.com Media picks/links discussed: Michael (Bitstein) Goldstein https://youtu.be/PBAuHv5cPl8 Bill Fleckenstein Pod with Grant interviewing James Aitken https://ttmygh.podbean.com/e/teg_0002/ Jen O Parssons “The Dying of Money” Adam Ferguson When Money Dies Malcom Gladwell Talking to Strangers A Gentleman in Moscow: Amor Towles https://g.co/kgs/6WDzHx Zero Zero Zero https://g.co/kgs/NXzAhF A Perfect Planet https://www.bbc.co.uk/programmes/p08xc2lh Bob Servant https://www.bbc.co.uk/programmes/b04tc4bx YellowStone https://g.co/kgs/QYk7xb 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

(recorded 2nd Feb 2021) https://www.youtube.com/watch?v=C6XEtQrgQUA JP Sears https://www.hussmanfunds.com/comment/mc210201/ Hussman Funds piece 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

#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

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

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

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

Nick Hudson Episode: https://youtu.be/-VSfsYfisDQ https://bit.ly/35QOkJ0  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

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

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'

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