State of the Markets

Dominic Frisby, a comedian, author, and financial commentator known for his sharp market insights, shares his intriguing predictions for 2025. He discusses the volatility of markets influenced by political shifts and the intersection of free speech and social media. Frisby explores the future of work amid rising AI automation and delves into the complexities of cryptocurrencies. He also reflects on personal wellness journeys and the humorous side of crypto, ensuring a lively mix of finance and laughter.

Tony Deden, a master value investor with a unique background in mathematics and chemistry, shares his unconventional approach to wealth management. He delves into the evolution of his investment philosophy, emphasizing the importance of learning from failures and understanding market complexities. Deden warns of potential financial crises due to poor market management and discusses the economic implications of declining birth rates. He advocates for a legacy of knowledge sharing in investing and highlights the need for ethical practices and strong personal relationships in the financial community.

In this discussion, Jonathan Brown, an expert in ethical economics and crisis navigation, shares insights on market psychology and the emotional aspects of investing. He emphasizes the role of self-awareness and structured strategies in trading, while also drawing parallels between decision-making in sports and trading. The conversation touches on the current economic landscape, urging resilience and community support amid rising challenges. Brown also highlights the importance of detachment and purpose during crises, offering a hopeful perspective on overcoming adversity.

Join Jeremy Mckeown, an investment consultant with nearly four decades in the financial markets and host of "In the Company of Mavericks." He shares insights on navigating retirement during economic upheaval and the shift from traditional media to personal communication. Discover his thoughts on monetary theory, investment strategies in Bitcoin, and the unfolding opportunities in UK micro-cap equities. Mckeown also discusses the optimistic economic climate in Argentina and explores the emotional depths of the documentary 'Tell Me Who I Am.'

Charlie Morris, a former officer in the Grenadier Guards turned finance guru, discusses his journey from military service to launching innovative investment strategies at Bytetree. He shares insights on the Bold Index, blending Bitcoin and gold, and how political shifts impact these markets. The conversation also tackles the challenges of electric vehicles, critiques evolving political landscapes, and speculates on future prospects for assets in the context of emerging technologies transforming the economy.

recorded 15th October 2024 https://angrygnome.substack.com gareth-lon.williams (at) hotmail.co.uk https://x.com/le_gaz Media Picks (Links may be affiliate) Our Precious Time https://amzn.to/3O33BvK The Total State https://amzn.to/48HAnMe The Ethics of Money Production https://amzn.to/3NZBopF The Bitcoin Standard https://amzn.to/3O33BvK What has Government done to our money https://amzn.to/4fFMk7x Free Online Education- Hillsdale: https://online.hillsdale.edu Dangerous Histories Podcast https://profcj.org Derren Brown - Advertising Executives https://www.youtube.com/watch?v=ZyQjr1YL0zg State of the Markets Podcast: Presented by  Tim Price ⁠https://www.pricevaluepartners.com/⁠ and  Paul Rodriguez ⁠https://twitter.com/prodr1guez ⁠ follow on ⁠https://twitter.com/sotmpc⁠

Phil Anderson, a world-renowned cycles expert, dives into his love for economics, sparked by childhood experiences. He discusses the innovative Citizen's Dividend, proposing land rent as an alternative to traditional taxes. Anderson emphasizes the importance of understanding market cycles and past mistakes, particularly regarding 2006's market warnings. He shares insights on America's resilience versus China's challenges and the impact of AI on economic predictions. The conversation is packed with wisdom on navigating future uncertainties in investment and market dynamics.

Jonathan Escott, a seasoned fund director with expertise in portfolio management, discusses crucial investment strategies to protect against portfolio risks. He highlights the complexities of gold investments and the impact of market volatility, stressing the importance of understanding geopolitical dynamics. The conversation also touches on authenticity in gender roles within finance and the critical influence of public health narratives on market behavior. Escott emphasizes the need for patience in value investing and encourages critical thinking in financial decisions.

Sir Steven Wilkinson, a notable authority on capital movements, shares insights on why investment is shifting from Europe to the US, citing political and energy policy challenges. He discusses the decline in media integrity and its effects on democracy, emphasizing the need for decentralization in power structures. The conversation also covers the psychological impacts of wealth on personal fulfillment and the importance of nurturing skilled trades for future generations. Lastly, they examine AI's disruptive role in business expertise and the evolving landscape of entrepreneurship.

Jonny Morgan, affiliated with Charteris and a financial consultant, dives into pressing global market trends. He raises alarms about a potential 30-60% decline in equity markets and critiques government interventions affecting economic stability. With a focus on wealth preservation during inflation, he advocates for hard assets like gold and Bitcoin. The discussion also touches on the energy sector's market sentiment and challenges facing oil and gas investments in the UK, all while encouraging critical thought around societal issues and notable films.