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Thematic Edge Podcast

BusinessNews
Marvin Barth
thematicmarkets.substack.com/podcast
Fortnightly podcast. Next episode on Wednesday, March 18.
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
11 episodes  •  0 archived  •  
S1 E11
Episode 011: Iran implications with Erik @YWR
S1 E11·
March 4
March 4
56 mins
S1 E10
Episode 010: Forest fire insurance
S1 E10·
February 18
February 18
1h 14m
S1 E9
Episode 009: Trump 2.1 shock
S1 E9·
February 4
February 4
1h 1m
S1 E8
Episode 008: Nigeria in focus
S1 E8·
January 21
January 21
35 mins
S1 E7
Making sense of Venezuela with David Kilcullen
S1 E7·
January 7
January 7
1h 27m
S1 E5
Episode 005: Forward guidance’s end
S1 E5·
Nov 5, 2025
Nov 5, 2025
1h 12m

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