State of the Markets

Glen Goodman, author and trader known for The Crypto Trader, shares market-tight views and trading anecdotes. He discusses fiscal retrenchment, timing big shorts and why crashes can be slow. Conversation covers bitcoin vs stocks, altcoin breakouts, institutional crypto adoption and quantum risks to crypto security. He also touches on AI’s creative limits and recent crypto hacks.

Recorded 19th March 2026https://www.themorganreport.comDavid's documentary: https://silversunrise.tvMedia Picks (some links may be UK affiliate links)Book mentioned early in the show by DavidNone Dare Call it (Gary Allen)https://amzn.to/4sPlPni&Call It Conspiracyhttps://amzn.to/4vmzioiWhat has the Government Done to Our Moneyhttps://amzn.to/47BYdKaIdiocracyhttps://share.google/z6SsChwLHvvtIw3TMDr. Strangelovehttps://share.google/YQPVPYVe80bJpJCq7Richard Murphyhttps://youtu.be/WUy_Hl-sD6Q?si=yOkmiUYyQKjWMgGmState of the Markets PodcastTim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing Through the Looking Glass (by Tim Price)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Alexander Ineichen, Swiss-based analyst and author known for work on institutional risk and nowcasting. He discusses energy-driven market regimes, why benchmarking dominates institutions, and his momentum-plus-revisions scoring system. Topics include sector and theme rankings (fossil energy, metals, clean energy), currency and bond score shifts, and how he applies the model to real portfolios.

Attila Rebak, an investment professional of 30+ years and Substack author on Austrian economics and sound money. He discusses Austrian ideas, the business cycle, and why he shifted into gold, silver and miners. He covers timing the bust, holding foreign currency, doubts about crypto, and how investor psychology shapes decisive moves.

Daniel Bird, founder of Thornwood Capital and former global credit lead at Bank of America, explains opportunistic credit and distressed debt. He covers sovereigns to corporates and how to spot restructurings versus terminal failure. Topics include turnaround paths, forensic claims recovery like FTX, real-estate-backed plays, sector risks and how investors construct short-dated, event-driven portfolios.

Dominic Frisby, author and commentator on money and markets, offers bold market predictions and promotes his book The Secret History of Gold. He discusses rapid gold and silver moves, central bank buying and reserve shifts, Bitcoin and commodity opportunities, structural supply issues for silver, and why gold remains a universal store of value. He also shares practical thoughts on crypto payments and currency diversification.

https://realonomics.substack.com/abouthttps://shepheardwalwyn.com/product/realonomics/https://x.com/RealonomicsBookhttps://www.youtube.com/@RealonomicsBookMedia Picks⁠https://shepheardwalwyn.com/product/realonomics/⁠https://bewaterltd.com/p/the-forgotten-manState of the Markets PodcastTim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing Through the Looking Glass (by Tim Price)⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Andrew Craig is a financial educator, author, and investment manager. He founded Plain English Finance in 2011 to improve financial literacy and is the author of How to Own the World. He also manages the VT PEF Global Multi-Asset Fund, applying a long-term, globally diversified investment approach.www.plainenglishfinance.co.uk Media Picks (links may be affiliate links )The Thinking Game Doc:https://amzn.to/3NgAoQTMichael Lewis - Going Infinite:https://amzn.to/49CsokIThe Great British Disconnect:https://amzn.to/451yN7CGreat Art Explained:https://www.youtube.com/@GreatArtExplainedModern Wisdom Podhttps://chriswillx.com/podcast/State of the Markets PodcastTim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing Through the Looking Glass (by Tim Price)⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Recorded 18th November 2025https://www.swiss-franc.comMedia Picks (affiliate links UK)The Swiss Franc : https://amzn.to/4paWPosTo Run the World :https://amzn.to/4pzPtL41929 : https://amzn.to/4p4wdpaState of the Markets PodcastTim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing Through the Looking Glass (by Tim Price)⁠⁠⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Akhil Patel, an economic cycle researcher and author of The Secret Wealth Advantage, shares insights on the looming market crash linked to the 18-year boom-bust cycle he discovered after the 2008 crisis. He discusses the government's role in amplifying economic cycles and the diverging paths of markets from the real economy. Akhil highlights risks from high private debt and rising bond yields, while critiquing political inaction on long-term economic stability. He explores the implications of commodity trends, the rise and fall of residential rents during crises, and the speculative nature of cryptocurrency.