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Seriously, Marvin?!

Marvin Barth

Where the consensus ends and curiosity begins.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues49Foundeda year agoLast Issue5 days ago
Active

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Latest Issues

Faith and folly

Fair bets

Suppose that I show you two urns, each filled with 100 marbles. The first urn has 50 red marbles and 50 black. The second urn also has 100 marbles of red and black, but their proportions are unknown. If I offered you the chanc...

5 days ago
28
18

Themistocles’ lesson for the Fed

Today I am giving a presentation on “Risks, Challenges and Opportunities” at the Hoover Institution Monetary Policy Conference. This piece, focused on the risks to Fed independence with some insights into my forecasting method, is based on...

17 days ago
43
15

The madness of crowds

Rage returns

A triumvirate of events last week illustrated the continued relevance of “The Politics of Rage,” a detailed study I wrote a decade ago on the origins, causes and future of populism.1 The first was the defeat of Hungarian Pr...

a month ago
45
8

Perspective

Note: Just as I was scheduling this to publish, news of the two-weeks ceasefire and opening of the Strait of Hormuz was announced. Scenario 1 now could be recast as a temporary ceasefire, but otherwise there is little here that I woul...
2 months ago
47
21

Strange action at a distance

Fool me once, shame on you; fool me 7,264 times...

Despite the supposed good news, my heart sank when I read Donald Trump’s Monday morning “truth” that he’d had “VERY GOOD AND PRODUCTIVE CONVERSATIONS” with Iran over the weekend.1 I ha...

2 months ago
39
15

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  • Marvin Barth

    A Ph.D. economist, strategist and portfolio manager with experience at major global banks, asset managers, & across the policy spectrum, including the Federal Reserve Board, the U.S. Treasury Department, & the Bank for International Settlements.

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