

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

Mar 9, 2020 • 2h 11min
#88 Chris Macintosh
Chris has founded and built several multi-million dollar businesses in the investment arena including overseeing the deployment of over $30m into Venture Capital opportunities and advising family offices internationally. Prior to this, Chris built a career at Invesco Asset Management, Lehman Brothers, JPMChase, & Robert Flemings.
https://capitalistexploits.at/author/chris-macintosh/
Twitter
https://twitter.com/capitalistexp
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
Chris' media pick
The story of the Pencil
https://www.econlib.org/library/Essays/rdPncl.html
Tim's Media Pick:
Bears Can't run Down Hill
https://g.co/kgs/KN7ZnS
Paul's Media pick
Searching for Sugarman
https://g.co/kgs/AQYXHW
Not Dead Yet – Jason Becker the greatest guitarist you've never heard of
https://youtu.be/Cf6fD2kQS68
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 5, 2020 • 35min
#4 Extra Tim(e) - Coronavirus & Gold
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

Mar 3, 2020 • 1h 17min
#87 Piet Viljoen – Buying $1 for 20 cents
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

Feb 25, 2020 • 25min
#3 Extra Tim(e)
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

Feb 23, 2020 • 1h 10min
#86 Eddie Hobbs
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

Feb 19, 2020 • 30min
#2 Extra Tim(e) - What is MMT and will it destroy the Euro?
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

Feb 16, 2020 • 1h 25min
#85 Tanja Boness - The Enneagram Test
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

Feb 12, 2020 • 27min
#1 Extra Tim(e) – Is MSM News bad for your wealth?
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

Feb 2, 2020 • 1h 41min
#84 Brian Dennehy – Fund Expert
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

Jan 18, 2020 • 1h 39min
#83 Prof. Tim Evans
#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


