Thematic Markets
Marvin Barth, Demetri Kofinas, Mark Farrington, Erik, Danny Dayan, 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 | 114 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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thematicmarkets.substack.comLatest Issues
Episode 019: "Macro Crypto" with Arthur Hayes
In this episode of Thematic Edge, Marvin Barth and Mark Farrington sit down with Arthur Hayes to explore one of the most important questions in crypto today: what ultimately gives Bitcoin value? While all three agree that liquidity, monetar...
The velvet glove
I haven’t written a free article at Thematic Markets in over a year and this one represents a good opportunity both for public triumph and to illustrate why people who are serious about getting markets right do pay for my research. En...
Episode 018: Fed regime change
In this episode of Thematic Edge, Marvin Barth and Mark Farrington examine whether central banks are finally being forced to confront a changing inflation regime. They argue that policymakers have been too willing to look through supply sho...
Warsh cycle, Part I
Testing “epistemic humility” and the boundaries of the FOMC
Valuing Bitcoin (Debasement Part III)
Belief faces its next challenge: normalization
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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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.
Host of @HiddenForcesPod | Theatre Producer | Creator of Capital Account | Fmr. Host 91.5FM WNYE
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.
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.
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.
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
CIO of Convex Strategies
15 years of getting credit markets wrong, thoughtfully.
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