Filtra per genere

Thematic Edge Podcast

Marvin Barth

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

25 - Episode 025: Conversation with John Cochrane

0:00 / 0:00

25 - Episode 025: Conversation with John Cochrane
Wed, 21 Oct 2026
24 - Episode 024: Crisis in Europe
Wed, 07 Oct 2026
23 - Episode 023: Noise awaiting signal
Wed, 23 Sep 2026
22 - Episode 022: Competition for capital
Wed, 09 Sep 2026
21 - Episode 021: Alexander Stahel & Russia's endgame
Thu, 23 Jul 2026
20 - Episode 020: Sintra, forward guidance & the dollar
Wed, 08 Jul 2026
19 - Episode 019: "Macro Crypto" with Arthur Hayes
Wed, 24 Jun 2026
18 - Episode 018: Fed regime change
Wed, 10 Jun 2026
17 - Episode 017: "Mark"ing to market: Iran & China views
Wed, 27 May 2026
16 - Episode 016: Fed independence
Wed, 13 May 2026
15 - Episode 015: US & Fed outlook with Danny Dayan
Wed, 29 Apr 2026
14 - Episode 014: Iran blockade
Wed, 15 Apr 2026
13 - Episode 013: Iran strikes credit with Zoso Davies
Wed, 01 Apr 2026
12 - Episode 012: Doomberg - Strategic implications of the Iran war
Thu, 19 Mar 2026
11 - Episode 011: Iran implications with Erik @YWR
Wed, 04 Mar 2026
10 - Episode 010: Forest fire insurance
Wed, 18 Feb 2026
9 - Episode 009: Trump 2.1 shock
Wed, 04 Feb 2026
8 - Episode 008: Nigeria in focus
Wed, 21 Jan 2026
7 - Making sense of Venezuela with David Kilcullen
Wed, 07 Jan 2026
6 - Episode 006: Fed reform & US National Security Strategy
Wed, 17 Dec 2025
5 - Episode 005: Forward guidance’s end
Wed, 05 Nov 2025
4 - Episode 004: Officialdom grudgingly accepts stronger data
Wed, 22 Oct 2025
3 - Episode 003: Good & bad government interventions
Wed, 08 Oct 2025
2 - Episode 002: The Fed fumbles, BoJ pauses, & "dollar gamma" awaits
Wed, 24 Sep 2025
1 - Episode 001: Introducing the Thematic Edge
Wed, 10 Sep 2025

Mostra altri episodi

Filtra per genere

Thematic Edge Podcast

Podcast simili a <nome>