94 episodes

Home of the Financial & Media Podcast
With Tim Price & Paul Rodriguez

State of the Markets ThinkTrading.com

    • Business
    • 4.6 • 65 Ratings

Home of the Financial & Media Podcast
With Tim Price & Paul Rodriguez

    #114 Steve Clapham: The Smart Money Method

    #114 Steve Clapham: The Smart Money Method

    Steve is the founder of Behind the Balance Sheet. Following a 25-year career as an investment analyst, Steve decided to put that experience to good use and train the next generation (or sometimes the current generation) of investment analysts, private investors, and portfolio managers.

    Steve’s experience includes working on the 'sell side' for a number of investment banks, and the 'buy side' as a partner at not one, but two multi-billion dollar firms. He has won awards like the prestigious Starmine Most Accurate Forecaster award, and is still regarded as one of the top forensic analysts by large institutional long only and hedge fund clients using his bespoke research service

    https://twitter.com/steveclapham

    https://www.behindthebalancesheet.com

    The Smart Money Method

    https://g.co/kgs/rcKFKC

    Media picks:

    Dirty Money – Netflix:

    https://g.co/kgs/Vs8Xmo

    The Psychology of Money:

    https://g.co/kgs/xLRWCu

    Range

    https://g.co/kgs/qYrkwf

    The Gambler

    https://g.co/kgs/CNE37a

    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


    ---

    Send in a voice message: https://anchor.fm/stateofthemarkets/message

    • 1 hr 6 min
    #18 Extra Tim: Karen, Value and Climate change

    #18 Extra Tim: Karen, Value and Climate change

    Nick Hudson Episode:

    https://youtu.be/-VSfsYfisDQ

    https://bit.ly/35QOkJ0 

    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


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    Send in a voice message: https://anchor.fm/stateofthemarkets/message

    • 42 min
    #113 George Cooper

    #113 George Cooper

    Recorded 18th October 2020

    https://www.equitile.com

    George’s desire to promote a better understanding of financial markets, with realistic models of debt and behavioural finance, is behind his decision to found Equitile.

    He has extensive fund management experience and, as Global Fixed Income Strategist for Deutsche Bank and JP Morgan, he has written extensively and lectured on central banking and monetary policy, financial stability and asset bubbles. His first book, ‘The Origin of Financial Crises’, 2008, explains monetary policy and its role in managing economic activity. In his more recent books, ‘Money, Blood and Revolution’ and 'Fixing Economics' George explores problems in the foundations of economic and financial theory.

    George gained both BSc and PhD degrees from Durham University, in Physics and Engineering respectively

    Media picks:

    1917

    https://g.co/kgs/Nzch65

    The Origin of Financial Crises

    https://g.co/kgs/H5d2bM

    Fixing Economics

    https://g.co/kgs/8QuQvH

    When Prophecy Fails

    https://g.co/kgs/7Y3jSA

    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


    ---

    Send in a voice message: https://anchor.fm/stateofthemarkets/message

    • 1 hr 13 min
    #112 Jonathan Escott: Fund Director, Critical Thinker of the Austrian School of Economics

    #112 Jonathan Escott: Fund Director, Critical Thinker of the Austrian School of Economics

    Rainman Twins

    https://www.amazon.co.uk/gp/video/detail/B07Y8SVVLF/ref=atv_dp_share_cu_r



    https://www.tabletmag.com/sections/news/articles/china-covid-lockdown-propaganda



    https://thecritic.co.uk/issues/october-2020/democracy-muzzled/



    https://www.spiked-online.com/2020/09/25/the-making-of-britains-covid-catastrophe/

    https://www.lockhaven.edu/~dsimanek/dhmo.htm



    https://www.imdb.com/title/tt3896738/?ref_=fn_al_tt_1 'Hounds of Love'


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    • 1 hr 49 min
    #111 Barry Norris

    #111 Barry Norris

    Barry founded Argonaut in 2005 and is the CEO, CIO and lead Fund Manager on the Alpha and Absolute Return funds, which are managed using his distinct “earnings surprise” investment process. In over a decade of successful investing, he has established himself as a leading European equity investor across long only and long/short equity strategies.

    Barry graduated from Cambridge University in 1996 with an MA in History, and in 1997 with an MPhil in International Relations. He also holds the CFA charter.

    Barry has managed the Argonaut European Alpha Fund since its launch in 2005 and the Argonaut Absolute Return Fund since its launch in 2009. He is a regular contributor to the financial media, appearing on Bloomberg TV and CNBC and has had opinion pieces published in the Daily Telegraph and the Financial Times.

    https://www.argonautcapital.co.uk/

    https://twitter.com/Argonautcapital

    Media picks:

    Man's Search for Meaning

    https://g.co/kgs/6XFFY2

    The Sting

    https://www.imdb.com/title/tt0070735/

    To Rule the Waves

    https://g.co/kgs/T6pq2i

    The Price of Panic

    https://g.co/kgs/KgxVfv

    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


    ---

    Send in a voice message: https://anchor.fm/stateofthemarkets/message

    • 1 hr 33 min
    #110 Steven Wilkinson: Good and Prosper, grasshopper glorification & what drives economic progress

    #110 Steven Wilkinson: Good and Prosper, grasshopper glorification & what drives economic progress

    Join Steven's course here: https://bit.ly/3kxPnm5

    It will either pay for it's self or with a money back guarantee! Click the affiliate link to
    learn more and book!

    Steven has been involved in business finance and investment for the best part of 30 years having started working for Merrill Lynch Investment Bank in Munich, Germany in 1987. He now runs an investment company and a knowledge platform teaching finance to entrepreneurs called Good & Prosper with a focus on Small & Medium sized Enterprises (SMEs) primarily in Germany and Europe and mostly in some sort of distress or need of restructuring.

    Media picks:

    Ozark:

    https://g.co/kgs/gA3dJf

    James Burnham Suicide of the West

    https://g.co/kgs/RtXn5e

    Quatermass 2

    https://g.co/kgs/ZxxjZw

    Borat Subsequent Movie Film

    https://g.co/kgs/rWjGWp

    Join Steven's course here: https://bit.ly/3kxPnm5



    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


    ---

    Send in a voice message: https://anchor.fm/stateofthemarkets/message

    • 1 hr 46 min

Customer Reviews

4.6 out of 5
65 Ratings

65 Ratings

Phil Dawson ,

Entertaining, informative and a joy to listen to!

I discovered this podcast whilst researching investment funds and I’m hooked! The shows a real easy listen and I’ve enjoyed both Tim and Paul’s forthright views over many bike rides during COVID lockdown! Keep up the great work, would love to hear an episode debating tech/growth and high valuations vs value investing, perhaps I’ll find one as I work through old podcasts. All the best.

Celadon20 ,

What has SOTM done for me

Just listened to ep95 but have wanted to review for a while - a huge thank you to my favourite Podcast and trust me I listen to a few - I have just retired and now enjoying discovering what to do with the next 🤞30 years - informative educational challenging. at times spicey and confrontational but always entertaining - thank you so much keep up the good work and how about a live with audience episode at some point post C19 - put me down for the first ticket 🤪 PS my fav guests Dom Frisby and Rory Sutherland

Space of words ,

Finance and fun at its best!

Informative, funny, and educational! You will learn more here than anything you read in The Times, FT, The Telegraph and other MSM channels. Well done! Keep it going.

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