State of the Markets

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

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

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

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

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

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

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

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

“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

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