Thematic Markets
Marvin Barth, Mark Farrington, Erik, David Dredge, Jeremy McKeownDifferentiated, value-added insights into the themes driving the global political economy and markets.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 101 | Subscribers | Read | thematicmarkets.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Episode 012: Doomberg - Strategic implications of the Iran war
A sharp and wide-ranging discussion on the strategic consequences of the Iran war.
What debasement? (Debasement Part II)
Reports of the dollar’s demise are greatly exaggerated
Episode 011: Iran implications with Erik @YWR
How could the Iran conflict reshape global markets, China risk premiums and emerging market capital flows? Marvin Barth and @YWR discuss geopolitics, uncertainty and the investment implications of a changing global order.
Everything you know about QE is wrong
Preparing for Fed balance sheet reduction requires a reality check
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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.
CIO of Convex Strategies
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.
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