Thematic Markets
Marvin Barth, Mark Farrington, Erik, 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 | 107 | Subscribers | Read | thematicmarkets.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Episode 015: US & Fed outlook with Danny Dayan
In this episode of Thematic Edge, Marvin Barth and Mark Farrington are joined by Danny Dayan for a wide ranging debate on inflation, monetary policy, and whether the Federal Reserve is now behind the curve.
Why the US cannot afford to lose another war
In my second appearance on the Hidden Forces podcast, Demetri Kofinas politely but skeptically presses me on my non-consensus takes on the ongoing US-Israeli military campaign against Iran and its implications for the global economy, global...
Episode 014: Iran blockade
A detailed and at times sharply contested discussion on the strategic direction of the Iran conflict following the collapse of US-Iran peace talks and what it means for markets (recorded at noon London time on 13 April).
Observations: Dazed and confused
Making sense of the ceasefire and what it might mean
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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.
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.
CIO of Convex Strategies
15 years of getting credit markets wrong, thoughtfully.
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