Thematic Markets
Marvin Barth, Mark Farrington, Erik, Kathleen HaysDifferentiated, value-added insights into the themes driving the global political economy and markets.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 77 | Subscribers | Read | thematicmarkets.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Global entropy approaches a tipping point?
An engaging discussion with Erik of on the under-appreciated tail risks of ongoing Global entropy tipping towards World War III: How we got here, why the risk is rising, and how to hedge the unthinkable.
Ill omens
Worrying news from the Eastern fronts
Inflation matters with Central Bank Central
Digging into the micro and macro drivers of US inflation with Kathleen Hays of Central Bank Central: inflation uncertainty, tariff effects, where to look for it, and how the Fed is likely to steer policy as a result.
Street Signals Podcast: A 2nd American Century?
While markets fret over the end of “American exceptionalism,” Tim Graf of State Street’s Street Signals podcast and I ponder whether another American Century might be more likely. We also talk the dollar, the Fed, stablecoins, debt risks, a...
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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 financial markets, political scientist, early tech adopter, builder of thought-leadership teams. 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.
I am a journalist covering the global political economy. I am interested in reading intelligent, informed, critical thinking on political, cultural, scientific issues.
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