Thematic Edge Podcast

Marvin Barth
thematicmarkets.substack.com/podcast
Fortnightly podcast. Next episode on Wednesday, October 21.
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
24 episodes  •  0 archived  •  
S-1 E23
Episode 024: Crisis in Europe
S-1 E23·
Yesterday
Yesterday
59 mins
S1 E23
Episode 023: Noise awaiting signal
S1 E23·
September 23
September 23
1h 2m
S1 E22
Episode 022: Competition for capital
S1 E22·
September 9
September 9
57 mins
S1 E21
Episode 021: Alexander Stahel & Russia's endgame
S1 E21·
July 23
July 23
1h 11m
S1 E19
Episode 019: "Macro Crypto" with Arthur Hayes
S1 E19·
June 24
June 24
52 mins
S1 E18
Episode 018: Fed regime change
S1 E18·
June 10
June 10
1h 1m
S1 E16
Episode 016: Fed independence
S1 E16·
May 13
May 13
30 mins
S1 E15
Episode 015: US & Fed outlook with Danny Dayan
S1 E15·
April 29
April 29
1h 3m