State of the Markets

← State of the Markets1 mar · 1 h 22 min

#237 Daniel Bird - Investing in Special Opportunities

#237 Daniel Bird - Investing in Special Opportunities1 mar1 h 22 min

<p>Recorded 8th January 2026</p><p><a href="https://thornwoodcap.com/team" target="_blank" rel="noopener noreferer">https://thornwoodcap.com/team</a></p><p><br></p><p><strong>Media Picks</strong> (some links are affiliate links)</p><p><strong></strong><a href="https://amzn.to/4sDdH91" target="_blank" rel="noopener noreferer"><strong>Investing Through the Looking Glass</strong></a><strong></strong></p><p><a href="https://amzn.to/4sDdH91" target="_blank" rel="noopener noreferer">https://amzn.to/4sDdH91</a></p><p><br></p><p><a href="https://amzn.to/4r2wh9e" target="_blank" rel="noopener noreferer"><strong>The Humble Investor</strong></a></p><p><a href="https://amzn.to/4r2wh9e" target="_blank" rel="noopener noreferer">https://amzn.to/4r2wh9e</a></p><p><br></p><p><a href="https://amzn.to/4ui0SCC" target="_blank" rel="noopener noreferer"><strong>Why Countries Go Broke</strong></a><strong></strong></p><p><a href="https://amzn.to/4ui0SCC" target="_blank" rel="noopener noreferer">https://amzn.to/4ui0SCC</a></p><p><br></p><p><strong></strong><a href="https://amzn.to/3MQNMLK" target="_blank" rel="noopener noreferer"><strong>Going Infinite</strong></a><strong></strong></p><p><a href="https://amzn.to/3MQNMLK" target="_blank" rel="noopener noreferer">https://amzn.to/3MQNMLK</a></p><p><br></p><p><a href="https://youtu.be/yErKTVdETpw?si=8suqibXrtBUSHxUZ" target="_blank" rel="noopener noreferer"><strong>Yuri Bezmenov</strong></a></p><p><a href="https://youtu.be/yErKTVdETpw?si=8suqibXrtBUSHxUZ" target="_blank" rel="noopener noreferer">https://youtu.be/yErKTVdETpw?si=8suqibXrtBUSHxUZ</a></p><p><br></p><p><strong>State of the Markets Podcast</strong></p><p><strong>Tim Price (</strong><a href="https://timprice.substack.com">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<strong>Tim&#39;s Substack</strong>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a><strong>: https://timprice.substack.com)</strong></p><p><a href="https://www.pricevaluepartners.com/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><strong>Investing Through the Looking Glass</strong> (by Tim Price)</p><p><a href="https://amzn.to/4pXa7pw">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p>and </p><p><strong>Paul Rodriguez</strong></p><p><a href="https://twitter.com/prodr1guez ">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p>