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

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

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

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

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