
Marvin Barth of discusses the thematic investing and the Themes driving markets with Mark Farrington of the Global Watchtower, with and without guests as the occasion demands. thematicmarkets.substack.com
| Publishes | Twice monthly | Episodes | 9 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Categories | BusinessInvestingPoliticsNews | ||||

In this episode, Marvin Barth and Mark Farrington reflect on a sequence of events that together signal a decisive shift in US strategy, from Venezuela to Greenland, and from emerging markets to monetary policy.
They examine how recent US actions hav... more
Nigeria is the largest economy and population in Africa, is abundant in natural resources, is an emergent cultural and technology center, and increasingly a regional manufacturing hub. Senator Ede Dafinone of Delta Central State (the main oil-produci... more
The Thematic Edge opens 2026 with its first guest, David Kilcullen, retired Australian Army colonel, intellectual architect of both the “Surge” in Iraq and Afghanistan, and the world’s foremost authority on counterinsurgency. Colonel Kilcullen helps ... more
After a brief hiatus, the Thematic Edge is back! In the first half of this week’s episode, Mark queries me on Fed reform, a consistent theme of senior Trump officials that hasn’t received sufficient attention given its immense implications: what do t... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #158 | |
Apple Podcasts | #77 | |
Apple Podcasts | #158 |
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Thematic Edge Podcast launched 3 months ago and published 9 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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