Thematic Markets
Marvin Barth, Mark Farrington, Erik, Jeremy McKeown, David Dredge, Zoso DaviesDifferentiated, value-added insights into the themes driving the global political economy and markets.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 103 | Subscribers | Read | thematicmarkets.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Episode 013: Iran strikes credit with Zoso Davies
This week and I are joined by , formerly Managing Director in European Investment Grade Credit Research at Barclays, where he spent over 15 years analysing major credit cycles including the European sovereign crisis, Brexit, and COVID. Now...
Alea iacta est
Don’t ignore irreversibility in the Iran war
Episode 012: Doomberg - Strategic implications of the Iran war
A sharp and wide-ranging discussion on the strategic consequences of the Iran war.
What debasement? (Debasement Part II)
Reports of the dollar’s demise are greatly exaggerated
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Authors
The writers behind this newsletter.
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.
An early globalist, formative years in Asia, first foreign BoJ Watcher, 35 years in global markets as a PM, political scientist, early tech adopter. Providing commentary through an experienced observer's lens.
Former Hedge Fund PM. Economics, stock market and financial structure nerd. Weekend MTB'er and wanna be Freeride skier.
Stock market veteran Jeremy writes HyperNormalTimes from the intersection of geopolitics and markets. Hypernormality requires maverick entrepreneurs, thinkers and investors to find a route out. ITCOM is a podcast that lets you hear from such people.
CIO of Convex Strategies
15 years of getting credit markets wrong, thoughtfully.
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