State of the Markets

Piet has over 25 years of industry experience. He started out as a lecturer at the University of Pretoria, and then joined the Reserve Bank as an economic analyst. He became a portfolio manager at Allan Gray Investment Counsel in 1991 and in 1995 he moved to Investec Asset Management. Piet founded RECM in 2003 and is our Chairman. In his personal life, Piet is an avid art enthusiast, and enjoys ultra distance sporting events. He has completed 3 ABSA Cape Epic mountain bike races, 1 Iron Man, 1 Comrades marathon, 3 Two Oceans ultra marathons and recently swam from Robben Island to Blouberg. But his ultimate passion remains investing, and more specifically, value investing. RE Capital Management http://www.recm.co.za/ 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 Piet's Media Pick: Ford vs Ferrari https://imdb.to/38i6wcz Tim's Media Pick: The Favourite https://imdb.to/3crpPDs Paul's Media pick The Gene Revolution https://bbc.in/2Tk6Inx 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

http://www.shadowstats.com/alternate_data/inflation-charts Extra Tim(e) Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice

Eddie Hobbs is probably best known for co-writing and presenting RTE’s 2005 blockbuster Rip Off Republic a hard-hitting polemic that closely examined how Ireland is run. He’s also presented RTE’s award winning personal finance series Show Me The Money, entertainment programme 30 Things to do with your SSIA, The Consumer Show and My Civil War. He has written four bestselling books on personal finance and investments and edited a fifth book, Own Our Oil an anthology of articles from fifteen contributors. In 2015 he co-founded RENUA Ireland. He is a regular contributor to national debates on Radio and Television programmes on matters relating to economic management, competition, natural resources and personal finance. He is patron of The Jack & Jill’s Children Foundation and is married with four children, living in County Kildare. He’s been awarded honorary membership of Trinity Philosophical Society and UCD Law Society for his contributions to public life. Http:www.EddieHobbs.com https://twitter.com/realeddiehobbs?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 Eddie's Media Pick: After Life (Netflix) https://g.co/kgs/mgnyq8 Hundred Years War https://www.pbsamerica.co.uk/series/the-hundred-years-war-chivalry-and-betrayal/ Tim's Media Pick: Dominic Cummings – Bio Labs errors https://bit.ly/2VdSCp2 The Other Guys https://www.imdb.com/title/tt1386588/?ref_=fn_al_tt_1 Paul's Media pick Nefta Football Club https://vimeo.com/366761106 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 Everything Extra Tim(e)    Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Whats to be a guest? Get in touch! Tweet Tim: https://twitter.com/timfprice or Email paul (at) thinktrading.com 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

Freelance Enneagram Business/Leadership and Life Coach. Born in Germany, raised in an international environment, living in the Netherlands, England and Germany Over 30 Years of work experience, starting off as a travel agent and transitioning from there to Public Relations, Marketing, Sales, Business Development and People Development in very different companies and industries. Always driven to learn more, develop and avoid stagnation. Mother of a daughter (20, studying in Brighton) and a son (16, at home and still at school), living in Starnberg - south of Munich - in Germany, working wherever my services are needed. Passionately curious and hungry for life. tb@change-and-evolve.com https://twitter.com/TanjaBoness 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 The Outsiders https://g.co/kgs/GqRdcL Tom Allen https://www.tomindeed.com/clips/ Tanja Boness The Element https://g.co/kgs/vLE5sL Paul's Media pick Never Split the Difference https://amzn.to/2OYBbFc What Everybody is Saying https://amzn.to/39AJLSj Podcast links: http://www.sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A

New weekly Show - The State of Everything Extra Tim(e) Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice ////////////////////////////////// Want to be a guest? Get in touch! Tweet Tim: https://twitter.com/timfprice or Email paul (at) thinktrading.com ////////////////////////////////// Show notes Avoid News – Rolf Dobelli https://www.gwern.net/docs/culture/2010-dobelli.pdf Inconvenient Facts: https://g.co/kgs/289wz7 ////////////////////////////////// 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

Brian Dennehy’s extensive experience as an investment professional stretches back to 1987 - a birth of fire! His long-term commitment to uncovering outstanding investment solutions is evidenced by his media coverage week after week for more than 20 years - in The Times, Telegraph, Financial Times, What Investment and Mail on Sunday among others. Plus TV and radio appearances including BBC and Sky. With more than thirty years’ experience in the investment and financial services industry, he is passionate about achieving the best possible outcomes for clients through ground-breaking research. He was a co-founder of independent financial advisers and chartered financial planners Dennehy Weller & Co, and more recently founded the online fund research and dealing hub FundExpert. He has been the main contributor to the acclaimed TopFunds Guide since its launch in 2002, has been writing editorial for Smaller Company ShareWatch since its inception, and used to regularly write on traded options. Brian’s idea of fun is taking part in challenges such as the grueling Marathon de Sables, ice-climbing in the Scottish mountains, with the odd triathlon thrown in for good measure! However, encouraged by his physiotherapist, he thought it was time to write a book and give something back to both the clients and the industry who have treated him well. Brian is a law graduate, Fellow of the Personal Finance Society, and a Chartered Financial Planner. 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 Brian Dennehy Psychology of the Stock Market PDF: https://bit.ly/36NQWos Graham or Growth: https://resoluteoptimism.bailliegifford.com/will-the-mean-revert/ Major Recessions – Christopher Dow: https://amzn.to/2vElPi4 Zero Days – film: https://imdb.to/2uSC2A3 Paul's Media pick Joe Rogan Experience James Wilks & Chris Kesser : Game Changers Debatev https://youtu.be/s0zgNY_kqlI 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

#83 Tim Evans Tim Evans is Professor of Business and Political Economy at Middlesex University London and has been ranked by City AM as one of the UK’s ‘Top 75’ economic and financial thinkers. Between 2002 and 2005 he was President and Director General of the Brussels based think tank Centre for the New Europe. Between 1993 and 2002 he was the Executive Director of Public Affairs at the Independent Healthcare Association in London. In this role, he was widely credited as being the driving force behind the '2000 NHS / Independent Sector Concordat' which was described by the Financial Times as the most "historic deal in 50 years of British healthcare". In 1991, Tim worked in Bratislava where he was the Head of the Slovak Prime Minister's Policy Unit. At the time, he was the most senior British adviser in the former communist countries of Central and Eastern Europe. In the late 1980s he was the Assistant Director of the Foundation for Defence Studies where he worked alongside the former Chief of the Defence Staff, Field Marshall, the Lord, Sir Edwin Bramall KG, GCB OBE MC JP DL. A political sociologist specialising in economics, Tim’s qualifications include an M.Sc and a PhD from the London School of Economics, an MBA from the Open University Business School and a NATO-sponsored Post-graduate Certificate in National Security from the Christian Albrechts Universität in Kiel, Germany. A regular contributor to television and radio broadcasts he has also written for a wide range of think tanks and newspapers that include the Fabian Society, the Adam Smith Institute, the Guardian, Daily Telegraph, Wall Street Journal Europe and City AM - to name but a few. 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 Tim Evans Tim's Media Pick Chernobyl https://g.co/kgs/Xvaaah Paul's Media pick Loon Shots – Safi Bahcall https://g.co/kgs/EMtQn5 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

Ken is a results-oriented professional with more than 20 years of leadership experience across a broad range of retail and technology organizations, many of which are in the Fortune 500. His strategic and operational changes have resulted in growing both the top and bottom lines of an organization. Mr. Lewis recognizes the importance of taking care of our customers while showing a deep commitment to the development of employees. Mr. Lewis joined APMEX in 2011 as EVP of Operations, followed by two years as Chief Operating Officer. 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 Ken Lewis https://www.apmex.com https://www.onegold.com Ken's Media Pick From Good to Great https://g.co/kgs/9AKbGs Le Mans '66 https://imdb.to/2QJZCpM Paul's Media pick Only The Best Will Do Disclaimer – Copy was sent to me, but with no obligation to review. Peter Seilern https://g.co/kgs/1Z8cXx 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

Win a signed  copy of Tim Price's book Investing through the looking Glass:  https://g.co/kgs/EQqCa7  & Zak's Book 101 Charts for Trading Success  https://g.co/kgs/n73ipp   Zak "Mir" Culpa is dreaming of a White Xmas.