

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

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

Mar 25, 2020 • 43min
#7 (SOE) Extra Tim: Investment Triage
State of the Markets Podcast
https://lawliberty.org/where-will-the-coronavirus-lead-us/ Dalrymple
“You have power over your mind - not outside events. Realize this, and
you will find strength.”
“Everything we hear is an opinion, not a fact. Everything we see is a
perspective, not the truth.”
- Marcus Aurelius, 'Meditations'.
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
Steve Baker:
https://youtu.be/m_51gGZKTyc
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 23, 2020 • 1h 60min
#90 Alex Balfour
(recorded 16th February 2020)
The Balfour Capital Group in its current form is a family office that manages capital using a Discretionary Macro strategy implemented through managed futures. We are currently obtaining licences in Hong Kong, the United Kingdom and the United States to allow us to manage money for other family offices and HNWIs.
https://twitter.com/adbalfour
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
Alex's media Pick
1917
https://g.co/kgs/56ebyb
Tim's Media Pick:
The Hummingbird Project
https://g.co/kgs/sG1NoL
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 19, 2020 • 34min
#6 (SOE) Extra Tim
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 17, 2020 • 1h 26min
#89 Craig Drake
#89 Craig Drake
(recorded 9th February)
Craig Drake is a co-founder and director of Labarde Management, a
deliverable foreign exchange broker. While as a business offering FX
liquidity to global clients, Labarde Management is on the face of it a
very different one to Price Value Partners, it is a business rooted in a
similar ideology. There is no lack of other operators in our respective
market places, but Craig and his co-founder wanted to offer something to
clients rooted in a deep interest in the mechanics and the philosophy of
the mechanics of financial markets. The result of this is something that
he would like to talk about today – how do you approach markets so
heavily influenced by a philosophy to which you do not subscribe?
https://www.labardemanagement.com/about-us
Twitter
https://twitter.com/csdrake?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
Craig's media Pick
The Irishman
https://g.co/kgs/6qPCer
Tim's Media Pick:
Joker
https://g.co/kgs/ZLf2vy
Paul's Media pick
https://g.co/kgs/tG5daP
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 11, 2020 • 41min
#5 (SOE) Extra Tim
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


