Thematic Markets
Marvin Barth, Mark Farrington, Erik, Kathleen Hays, Jeremy McKeown, David DredgeDifferentiated, value-added insights into the themes driving the global political economy and markets.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 98 | Subscribers | Read | thematicmarkets.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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Episode 009: Trump 2.1 shock
Unfortunately, the audio for this episode was terrible, so in addition to the time-stamped table of contents, a full, edited transcript is included below.
The future will be tokenised
Marvin Barth joins In The Company of Mavericks, hosted by Jeremy McKeown of HyperNormalTimes, to argue that tokenisation and composable finance represent a fundamental re-write of the financial operating system, not another incremental fint...
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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.
I am a journalist covering the global political economy. I am interested in reading intelligent, informed, critical thinking on political, cultural, scientific issues.
Investor, blogger & podcaster. Writes mainly about economics, financial markets and the way the world works. Podcast interviews with entrepreneurs, investors and commentators with differentiated views of the chaotic hypernormal world we inhabit.
CIO of Convex Strategies
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