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State of the Markets

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May 15, 2020 • 1h 32min

#97 P.D. Mangan: SPECIAL- Rogue Health & Fitness

P.D. Mangan is a multi-published author with titles including: Dumping Iron: How to Ditch This Secret Killer and Reclaim Your Health Stop the Clock: The Optimal Anti-Aging Strategy Muscle Up: How Strength Training Beats Obesity, Cancer, and Heart Disease, and Why Everyone Should Do It https://twitter.com/Mangan150 https://roguehealthandfitness.com 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 12, 2020 • 1h 7min

#96 Tim Staermose: Professional Investor, Global Value Hunter

Tim Staermose is Sovereign Man's Chief Investment officer, based in the Asia-Pacific region. Born to a Danish father and British mother in Dar Es Salaam, Tanzania, Tim has led an international life since the day he was born. He has lived and worked throughout Asia, primarily focusing on equity research and emerging market opportunities. https://twitter.com/globalvaluehunt http://globalvaluehunter.com/about/ Media picks: Frozen II https://imdb.to/2STvzxL Tolkien https://imdb.to/2YQHwIg Princes of the Yen https://youtu.be/5-IZZxyb1GI 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 7, 2020 • 1h 47min

#95 Dylan Grice: Portfolio Construction vs Economics

Dylan is an investor, writer and founder of Calderwood Capital, the alternative investment boutique. Prior to founding Calderwood he helped design, build and establish the investment architecture for liquid investments at one of the largest Family Offices in Europe, based in Switzerland. He started his career in London as an economist at Kleinwort Benson before moving to Societe Generale, where he was ranked the number one analyst in the Extel survey of Institutional Investor opinion in 2011 and 2012. https://twitter.com/dylangrice https://www.calderwoodcapital.com Media picks: Micheal Lewis https://apple.co/2LamwEk Brightburn https://imdb.to/2WbkutQ 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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Apr 29, 2020 • 1h 32min

#94 Jonathan Escott: Austrian School Investor, Independent Thinker

“Ganderflanker on the loose” https://twitter.com/praxeologue https://www.cobdencentre.org/author/jonathan-escott/ Media picks: The Science & Ethics of 'Tiger King' https://www.youtube.com/watch?v=g-KTxt_wQKU Lions of Libery https://bit.ly/2KIJQcj Better Call Saul https://g.co/kgs/DFU3cV Argo https://www.imdb.com/title/tt1024648/?ref_=fn_al_tt_1 Coronavirus and 'merica  https://gen.medium.com/coronavirus-made-a-big-mistake-invading-the-greatest-goddamn-country-on-earth-9d136359b41f and 'Quiz' on ITV.. 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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Apr 26, 2020 • 35min

#10 (SOE) Extra Tim

Tim's links: https://www.youtube.com/watch?v=xfLVxx_lBLU https://www.telegraph.co.uk/news/2020/04/25/sweden-succeeds-lockdownswill-have-nothing/ 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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Apr 18, 2020 • 1h 54min

#93 Glen Goodman – Crypto currencies, the next wave

Recorded 24th March 2020 Glen Goodman was an ITV news reporter who traded the markets for extra cash - until one day he realised he was a successful trader who did TV reporting for extra cash. He famously turned a £3,000 trade into £100,000 by betting there would be a financial crash in 2008, an experience he later recounted in The Times. He is now regularly interviewed by the media including the BBC, Forbes and LBC, and is a contributing expert on cryptocurrency at the London School of Economics. https://twitter.com/glengoodman https://www.glengoodman.com 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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Apr 11, 2020 • 30min

#9 (SOE) Extra Tim: Bonds Bonds everywhere, yet not a drop to invest in?

https://www.youtube.com/watch?reload=9&v=jsV_YXq-1x4 Danielle DiMartino Booth on the new Great Depression https://twitter.com/CNBC/status/1248323677898366978 - The U.S. shouldn’t bail out billionaires and hedge funds during the coronavirus pandemic, Social Capital CEO Chamath Palihapitiya says. “Who cares? Let them get wiped out.” Dr Shiva Ayyadurai Boosting Immune system (Hat Tip @AndyHumphreys2) https://twitter.com/va_shiva/status/1248002303405117440?s=20 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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Apr 8, 2020 • 1h 3min

#92 Gregory Wrightstone: Inconvenient Facts

recorded 26th February 2020 Gregory Wrightstone is a geologist with more than 35 years of experience researching and studying various aspects of the Earth's processes. He earned a bachelor's degree from Waynesburg University and a master's from West Virginia University, both in the field of geology. He has written and presented extensively on many aspects of geology including how paleogeography and paleoclimate control geologic processes. His findings have allowed him to speak at many venues around the world including Ireland, England, China and most recently India. Gregory is a strong proponent of the scientific process and believes that policy decisions should be driven by science, facts and data, not a political agenda. Gregory Wrightstone is a man of true science, firmly in the tradition of (Arab natural philosopher) al-Haytham... His mission is to distinguish what is from what is not in the climate debate. He has splendidly succeeded. Christopher Monckton, Viscount of Brenchley (source inconvenientfacts.xyz) https://inconvenientfacts.xyz/blog https://twitter.com/GWrightstone https://www.amazon.co.uk/Inconvenient-Facts-Science-That-Doesnt/dp/1545614105 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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Apr 4, 2020 • 38min

#8 (SOE) Extra Tim: The Crisis' Silver lining?

https://www.newstatesman.com/america/2020/04/why-crisis-turning-point-history Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Meditations: Marcus Aurelius https://g.co/kgs/yfTcRX 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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Mar 30, 2020 • 1h 29min

#91 Anton Tonev – Trading for yourself

(recorded 1st March 2020) Anton is a Global macro asset management with an Emerging Markets undertone based on risk factor investing, exploring core trends, using nonconventional economics, cross-discipline ideas and basic common knowledge. Previously, more than 20 years of experience in New York, London and Asia as a trader, portfolio manager and head of thematic research. I am an independent consultant and a private investor with over 20 years of experience in the financial services industry before that: a large majority of which I worked as a trader/portfolio manager specializing in Emerging Markets both on the sell-side and the buy-side. My most recent experience was as Head of Thematic Research combining a cross-discipline approach and long-term history to analyze financial markets." https://beyondoverton.com https://twitter.com/an10nev 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 Anton's media pick https://en.wikipedia.org/wiki/I_Can_Quit_Whenever_I_Want Tim's Media Pick: https://www.kongregate.com/games/darkrealmstudios/pandemic-2 Paul's media Pick Captain Fantastic https://g.co/kgs/ntwFcx 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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