Differentiated, value-added insights into the themes driving the global political economy and markets.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 124 | Founded | 5 years ago | Last Issue | 12 days ago |
| Active | |||||
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Episode 025: Conversation with John Cochrane
Introduction
In this episode of Thematic Edge, Marvin Barth and Mark Farrington are joined by John Cochrane, Senior Fellow at the Hoover Institution, former Professor of Finance at the University of Chicago Booth School of Business and...
The missing man
Assessing the US midterm elections’ likely outcomes and consequences
What would Jackson do?
Introduction
Marvin Barth returns to The Market Huddle with host Kevin Muir for a wide-ranging discussion of US politics, Federal Reserve policy and the changing global economic landscape.
Beginning with Marvin’s prescient call that K...
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...
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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.
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.
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