
State of the Markets
Home of the Financial & Media Podcast
With Tim Price & Paul Rodriguez
Latest episodes

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

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

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

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

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

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

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

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

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

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