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State of the Markets

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Nov 29, 2020 • 1h 7min

#114 Steve Clapham: The Smart Money Method

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
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Nov 22, 2020 • 43min

#18 Extra Tim: Karen, Value and Climate change

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
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Nov 15, 2020 • 1h 13min

#113 George Cooper

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
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Nov 8, 2020 • 1h 50min

#112 Jonathan Escott: Fund Director, Critical Thinker of the Austrian School of Economics

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'
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Nov 1, 2020 • 1h 33min

#111 Barry Norris

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
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Oct 26, 2020 • 1h 47min

#110 Steven Wilkinson: Good and Prosper, grasshopper glorification & what drives economic progress

Join Steven's course here: https://bit.ly/3kxPnm5 It will either pay for it's self or with a money back guarantee! Click the affiliate link to learn more and book! Steven has been involved in business finance and investment for the best part of 30 years having started working for Merrill Lynch Investment Bank in Munich, Germany in 1987. He now runs an investment company and a knowledge platform teaching finance to entrepreneurs called Good & Prosper with a focus on Small & Medium sized Enterprises (SMEs) primarily in Germany and Europe and mostly in some sort of distress or need of restructuring. Media picks: Ozark: https://g.co/kgs/gA3dJf James Burnham Suicide of the West https://g.co/kgs/RtXn5e Quatermass 2 https://g.co/kgs/ZxxjZw Borat Subsequent Movie Film https://g.co/kgs/rWjGWp Join Steven's course here: https://bit.ly/3kxPnm5 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
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Oct 24, 2020 • 49min

#109 Nick Hudson: Coronavirus Special & The Most Important Book Ever Written

www.pandata.org https://twitter.com/PanData19 Media picks: The Gulag Archipelago https://g.co/kgs/XVH9QM The Beginning of Infinity https://g.co/kgs/Xbj2iF The Fabric of Reality https://g.co/kgs/zKgYjA 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
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Oct 18, 2020 • 1h 18min

#108 Sean Corrigan: Voice of Sanity

Enrol on Steven Wilkinson's paid course (Starts 4th November) Click link and scroll down to enrol. https://bit.ly/2T7JsrM Enrol on Steven Wilkinson's Course Free Course: https://bit.ly/3o4shFJ Sean Corrigan: https://cantillon-consulting.ch https://twitter.com/CantillonCH Media picks: How to Podcast: https://apple.co/3kaMd7K Three New Deals Book: https://g.co/kgs/xVVwpS Dyhydrogen Monoxide: https://g.co/kgs/nonsmT 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
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Oct 15, 2020 • 30min

#17 Extra Tim - The Great Reset, Stocks wobble and Tim is eyeing up this commodity

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
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Sep 27, 2020 • 1h 46min

#107 Dr Kristian Niemietz of the IEA.ORG.UK

Recorded 28th July 2020 Dr Kristian Niemietz joined the IEA in 2008 as Poverty Research Fellow, becoming its Senior Research Fellow in 2013, Head of Health and Welfare in 2015 and Head of Political Economy in 2018. Kristian is also a Fellow of the Age Endeavour Fellowship. He studied Economics at the Humboldt Universität zu Berlin and the Universidad de Salamanca, graduating in 2007 as Diplom-Volkswirt (≈MSc in Economics). During his studies, he interned at the Central Bank of Bolivia (2004), the National Statistics Office of Paraguay (2005), and at the IEA (2006). In 2013, he completed a PhD in Political Economy at King’s College London. Kristian previously worked as a Research Fellow at the Berlin-based Institute for Free Enterprise (IUF), and at King’s College London, where he taught Economics throughout his postgraduate studies. He is a regular contributor to various journals in the UK, Germany and Switzerland. Source: IEA.org.uk https://iea.org.uk/dr-kristian-niemietz/ https://twitter.com/K_Niemietz Media picks: Time & Time again – Ben Elton https://g.co/kgs/HAV5k7 Operation Anthropiod https://g.co/kgs/BtepFT Inglorious Basterds https://www.imdb.com/title/tt0361748/ 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

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