Thematic Markets
Marvin Barth, Mark Farrington, Erik, Zoso Davies, Demetri Kofinas, Jeremy McKeown, David Dredge, Danny DayanDifferentiated, value-added insights into the themes driving the global political economy and markets.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 108 | Founded | 4 years ago | Last Issue | 12 days ago |
| Active | |||||
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thematicmarkets.substack.comLatest Issues
Episode 016: Fed independence
In this special episode of Thematic Edge, recorded around the Hoover Institution Monetary Policy Conference at Stanford University, Marvin Barth explores why the greatest risks to Federal Reserve independence may be the Fed’s own policy err...
Episode 015: US & Fed outlook with Danny Dayan
In this episode of Thematic Edge, Marvin Barth and Mark Farrington are joined by Danny Dayan for a wide ranging debate on inflation, monetary policy, and whether the Federal Reserve is now behind the curve.
The discussion begins from an un...
Why the US cannot afford to lose another war
In my second appearance on the Hidden Forces podcast, Demetri Kofinas politely but skeptically presses me on my non-consensus takes on the ongoing US-Israeli military campaign against Iran and its implications for the global economy, global...
Episode 014: Iran blockade
A detailed and at times sharply contested discussion on the strategic direction of the Iran conflict following the collapse of US-Iran peace talks and what it means for markets (recorded at noon London time on 13 April).
In this episode, M...
Observations: Dazed and confused
Making sense of the ceasefire and what it might mean
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
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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.
15 years of getting credit markets wrong, thoughtfully.
I get you access to the people and ideas that matter so that you can learn to build financial wealth and always stay ahead of the curve | Host of Hidden Forces
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.
Host of @HiddenForcesPod | Theatre Producer | Creator of Capital Account | Fmr. Host 91.5FM WNYE
CIO of Convex Strategies
Global Macro ex-hedge fund manager and investor. Conduct deep macroeconomic study to identify mispriced markets across asset classes, then identify options trading strategies with asymmetric upside vs. downside.
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