

State of the Markets
State of the Markets Podcast
Home of the Financial & Media Podcast
With Tim Price & Paul Rodriguez
With Tim Price & Paul Rodriguez
Episodes
Mentioned books

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

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

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

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

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

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

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

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