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 | 112 | Founded | 4 years ago | Last Issue | 46 hours ago |
| Active | |||||
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thematicmarkets.substack.comLatest Issues
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
Episode 017: "Mark"ing to market: Iran & China views
In this episode of Thematic Edge, Marvin and Mark examine the evolving Iran conflict, the shift in US strategic thinking, and the emerging logic of trying to “make business not war” amid Global bifurcation.
The discussion explores why the...
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...
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| Subscribers | Engagement | 74 | 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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