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My guest today is Tim Price. He has worked in capital markets for over 25 years across three management firms. A graduate of Christ Church, Oxford, he spent a decade as a bond specialist before going on to serve as Chief Investment Officer at three separate wealth management firms. Tim has been shortlisted for five successive years in the UK Private Asset Managers Awards programme and was a winner in 2005 in the category of Defensive Investing. He is now manager of the VT Price Value Portfolio, a fund investing in Benjamin Graham-style value stocks, and specialist value funds, from around the world. Tim also writes regularly for MoneyWeek magazine and The Spectator.
The topic is his book Investing Through the Looking Glass: A Rational Guide to Irrational Financial Markets.
In this episode of Trend Following Radio we discuss:
- Trusting central planners
- Going against the establishment
- Banking system
- Owning gold
- Lehman Brothers collapse
- 2008 bubble
- The Brexit and Trump narrative
“Mankind has survived because of our ability to believe in things that do not actually exist.” – Tim Price
Mentions & Resources:
- Tim Price
- Investing Through the Looking Glass
- www.pricevaluepartners.com
- Too Big to Fail – Andrew Sorkin
- @timfprice
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