Differentiated, value-added insights into the themes driving the global political economy and markets.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 121 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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thematicmarkets.substack.comLatest Issues
Episode 024: Crisis in Europe
Introduction
The European crisis that Marvin Barth and Mark Farrington have long warned of appears to have begun…while Marvin and Mark were focused on the “mother of all resolution windows” in the US ahead of the US midterm elections,...
Episode 023: Noise awaiting signal
Introduction
In this episode of Thematic Edge, Marvin Barth and Mark Farrington revisit the “resolution window” stretching from the summer through the US midterm elections examine what market signals we’ve gleaned so far.
They assess t...
Episode 022: Competition for capital
Introduction
In this episode of Thematic Edge, Marvin Barth and Mark Farrington reunite to examine what is really driving the rise in sovereign bond yields around the world. Their central argument is that the move is bigger than fiscal...
Observations: Marking to market
Both Trump and Warsh have surprised me and the clock is ticking (for everyone)
Warsh cycle, Part II
Mapping the contours of Chairman Warsh’s velvet revolution
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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
Internationalist, 30+ years in global financial markets, Global Macro PM, currency market & Japan specialist, Author of Watchtower Series on Substack, commenting on global markets & geopolitical system risk.
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.
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
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