Thematic Edge Podcast
By Marvin Barth
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Category: Investing
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Subscribers: 1
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Episodes: 23
Description
Marvin Barth of discusses the thematic investing and the Themes driving markets with Mark Farrington of the Global Watchtower, with and without guests as the occasion demands.
thematicmarkets.substack.com
thematicmarkets.substack.com
| Episode | Date |
|---|---|
|
Episode 023: Noise awaiting signal
|
Sep 23, 2026 |
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Episode 022: Competition for capital
|
Sep 09, 2026 |
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Episode 021: Alexander Stahel & Russia's endgame
|
Jul 23, 2026 |
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Episode 020: Sintra, forward guidance & the dollar
|
Jul 08, 2026 |
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Episode 019: "Macro Crypto" with Arthur Hayes
|
Jun 24, 2026 |
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Episode 018: Fed regime change
|
Jun 10, 2026 |
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Episode 017: "Mark"ing to market: Iran & China views
|
May 27, 2026 |
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Episode 016: Fed independence
|
May 13, 2026 |
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Episode 015: US & Fed outlook with Danny Dayan
|
Apr 29, 2026 |
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Episode 014: Iran blockade
|
Apr 15, 2026 |
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Episode 013: Iran strikes credit with Zoso Davies
|
Apr 01, 2026 |
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Episode 012: Doomberg - Strategic implications of the Iran war
|
Mar 19, 2026 |
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Episode 011: Iran implications with Erik @YWR
|
Mar 04, 2026 |
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Episode 010: Forest fire insurance
|
Feb 18, 2026 |
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Episode 009: Trump 2.1 shock
|
Feb 04, 2026 |
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Episode 008: Nigeria in focus
|
Jan 21, 2026 |
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Making sense of Venezuela with David Kilcullen
|
Jan 07, 2026 |
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Episode 006: Fed reform & US National Security Strategy
|
Dec 17, 2025 |
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Episode 005: Forward guidance’s end
|
Nov 05, 2025 |
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Episode 004: Officialdom grudgingly accepts stronger data
|
Oct 22, 2025 |
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Episode 003: Good & bad government interventions
|
Oct 08, 2025 |
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Episode 002: The Fed fumbles, BoJ pauses, & "dollar gamma" awaits
|
Sep 24, 2025 |
|
Episode 001: Introducing the Thematic Edge
|
Sep 10, 2025 |