Sectors to avoid and selective wins

Recorded 8th January 2026

https://thornwoodcap.com/team

Media Picks (some links are affiliate links)

Investing Through the Looking Glass

https://amzn.to/4sDdH91

The Humble Investor

https://amzn.to/4r2wh9e

Why Countries Go Broke

https://amzn.to/4ui0SCC

Going Infinite

https://amzn.to/3MQNMLK

Yuri Bezmenov

https://youtu.be/yErKTVdETpw?si=8suqibXrtBUSHxUZ

State of the Markets Podcast

Tim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Investing Through the Looking Glass (by Tim Price)

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

and 

Paul Rodriguez

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠