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Thematic Edge Podcast

Thematic Edge Podcast

Marvin Barth
Negócio

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
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  • 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
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