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State of the Markets

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Jul 26, 2020 • 1h 17min

#103 Akhil Patel: The Power of Cycles, where the bull market might end

Akhil’s expertise is in property, economic, and stock market and commodity cycles. He became interested in economic cycles during his school years when he came across Henry George’s 'Progress and Poverty', which explained why economies go through periods of boom and bust. Later on, he witnessed the negative effects of not understanding economic cycles when his family’s business went through difficult periods during the major recessions in the early 1990s and during the global financial crisis after 2008. He became determined to develop a body of work that would help people – particularly investors - so that they could grow and preserve their wealth during the course of each economic cycle. He is currently a Director of Property Sharemarket Economics, a subscription service to provide investors with guidance on how to take advantage of short- and long- term cycles. He is also a contributing editor to Frontier Tech Investor, published by Southbank Investment Research. His work has also been featured in a number of media outlets including the BBC and dedicated investor or professional publications, such as _MoneyWeek, Estates Gazette, PropertyWeek and Family Office Real Estate. Akhil has professional experience in audit, government and international banking and has worked on a range of issues from reviewing large infrastructure public private partnerships (PPP) deals to helping establish the UK’s £3 billion International Climate Fund. He has two Masters Degrees (in Finance and Public Policy) and a first degree in the Classics from Oxford. He is also currently a principal policy advisor to the European Bank for Reconstruction and Development (EBRD). Media picks: The Forecaster https://g.co/kgs/zjG5YZ Bad Education https://g.co/kgs/ndbAzx Buffaloed https://g.co/kgs/yWip4E Dark https://g.co/kgs/9yEy2X 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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Jul 22, 2020 • 35min

#14 Extra Tim- Silver catches up, US dollar wobbles & why understanding stats is crucial

Final day for our competition! Listen to episode 100 for details! 100@sotmpodcast.com with your answer by 23rd July. Vertitasium: The Bayesian Trap https://youtu.be/R13BD8qKeTg Science and Journalism  https://youtu.be/ZwqOoD17_LU 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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Jul 7, 2020 • 1h 26min

#102 Kevin Duffy: Contrarian Investing and The Coffee Can Portfolio

recorded 21st June 2020 https://www.thecoffeecanportfolio.com https://twitter.com/kevinduffy1929 Media picks: 100 Baggers by Christopher Mayer Fear of God: https://bbc.in/3edNAyR State of the Markets Podcast A big thank you to all our listeners! Enter our giveaway by emailing 100@sotmpodcast.com with your answer by 23rd July. 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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Jun 29, 2020 • 1h 26min

#101 James Delingpole: Education, Woke Marketing & Gold

#101 James Delingpole: Education,Wokeness, Gold Recorded 3rd June 2020 James is an English writer, journalist, and columnist who has written for a number of publications, including the Daily Mail, Daily Express, The Times, The Daily Telegraph, and The Spectator. He is executive editor for Breitbart London, and has published several novels and four political books. Source: wikipedia https://twitter.com/JamesDelingpole https://delingpoleworld.com Podcast https://delingpole.podbean.com https://www.patreon.com/jamesdelingpole Media picks: Brexit: The Movie https://youtu.be/UTMxfAkxfQ0 Califate – Netflix: https://www.netflix.com/gb/title/80240005 The Wolf's Call https://www.imdb.com/title/tt7458762/ State of the Markets Podcast A big thank you to all our listeners! Enter our giveaway by emailing 100@sotmpodcast.com with your answer by 23rd July. 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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Jun 26, 2020 • 27min

#13 Extra Tim - Inflation pressures & going out for a pint!

State of the Markets Podcast A big thank you to all our listeners! Enter our giveaway by emailing  100@sotmpodcast.com with your answer by 23rd July. 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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Jun 15, 2020 • 59min

#100 Luke Johnson: Being an Entrepreneur in 2020

Luke Johnson is a British entrepreneur and Chairman of Risk Capital Partners. Former chairman of the Pizza Express chain, the Royal Society of Arts and Channel 4. He is the part owner and chairman of Gail's Artisan Bakery and Feng Sushi among other businesses. He is a former owner of The Ivy, Le Caprice and J Sheekey restaurants and a former part owner of Giraffe Restaurants. He also serves on the board of Brompton Bicycles and is Chairman of The Brighton Pier Group PLC and contract catering firm Genuine Dining. He is the chairman and majority shareholder in Xstrahl, a medical devices specialist and also owns All Star Lanes, London’s leading tenpin bowling business. He writes a weekly column for the Sunday Times. https://lukejohnson.org https://www.twitter.com/LukeJohnsonRCP Media picks: A Good Woman is Hard to Find: https://www.imdb.com/title/tt6624144/?ref_=fn_al_tt_1 State of Happiness https://www.bbc.co.uk/programmes/m000hy8w State of the Markets Podcast A big thank you to all our listeners! Enter our giveaway by emailing 100@sotmpodcast.com with your answer by 23rd July. 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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Jun 10, 2020 • 32min

#12 Extra Tim - Asia , The Media and our 100th episode!

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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Jun 3, 2020 • 1h 10min

#99 Dan Denning: Investing Defensively & bear market prospects

Dan Denning is the co-author of The Bonner-Denning Letter. Along with his co-author Bill Bonner, Dan writes about the stock market, classical economics, and classical liberal values like sound money, limited government, and the rule of law. He began his financial publishing career in 1997 and has lived and worked in London, Paris, and Melbourne. He can be found on Twitter https://www.twitter.com/danielkdenning Media picks: Altered Carbon (Netflix): https://g.co/kgs/k45k6n Alpha Go https://youtu.be/WXuK6gekU1Y HyperNormalisation: https://youtu.be/fh2cDKyFdyUn Andrew Cotter: https://twitter.com/mrandrewcotter?lang=en 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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May 24, 2020 • 28min

11 Extra Tim – Gold, Buffett & The Thing!

BBC: Coronavirus How Scared should we be? https://www.bbc.co.uk/news/health-52758024 Tim's Investment Commentary: https://bit.ly/2WWv2gU The Thing https://www.imdb.com/title/tt0084787/ The Thing Bot https://twitter.com/thething_txt 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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May 18, 2020 • 1h 5min

#98 Russell Napier: Gold, The Euro and Capital Controls

Russell Napier is the Author of "The Solid Ground", an independently published global Macro investment report. Russell is also a Co-Founder of ERIC (www.eri-c.com) the platform for the sale of individually priced investment research. He was a Consultant Global Macro Strategist with CLSA Asia-Pacific Markets for almost twenty years. In 2013, Russell was elected as a fellow of the CFA Institute of the UK. Russell founded a course and finance at the Edinburgh Business school, called a practical history of financial markets and is author of the book "Anatomy of the Bear". Russell became a limited partner of Cerno Capital and is a member of the Investment Advisory Committee to Cerno's investment management team. In 2009, Russell was appointed a non-executive director of two UK listed Companies (The Scottish Investment trust, The Mid Mynd international Trust). The same year he joined the Investment Committee of the National Trust for Scotland. In 2014, Russell Established "The Library Of Mistakes". The Library is a charitable venture and a first class financial history resource for anyone wishing to learn the lessons of the past as a guide to our financial future. He is also the Keeper of "The Library of Mistakes".  (source linkedin) https://www.eri-c.com/ Media picks: History of England -BBC https://g.co/kgs/p2cWZR Lord King Radical Uncertainty: https://g.co/kgs/HTLdfs The Way Way Back https://www.imdb.com/title/tt1727388/ The Apartment: https://www.imdb.com/title/tt0053604/ 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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