Thematic Edge Podcast
Marvin BarthMarvin 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 | 17 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessPoliticsNews | |||
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Latest Episodes
In this episode of Thematic Edge, Marvin and Mark examine the evolving Iran conflict, the shift in US strategic thinking, and the emerging logic of trying to “make business not war” amid Global bifurcation.
The discussion explores why the expected e... more
In this special episode of Thematic Edge, recorded around the Hoover Institution Monetary Policy Conference at Stanford University, Marvin Barth explores why the greatest risks to Federal Reserve independence may be the Fed’s own policy errors, insti... more
In this episode of Thematic Edge, Marvin Barth and Mark Farrington are joined by Danny Dayen for a wide ranging debate on inflation, monetary policy, and whether the Federal Reserve is now behind the curve.
The discussion begins from an unusual poin... more
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).
In this episode, Mark and I ... more
This week Mark Farrington and I are joined by Zoso Davies, formerly Managing Director in European Investment Grade Credit Research at Barclays, where he spent over 15 years analysing major credit cycles including the European sovereign crisis, Brexit... more
A sharp and wide-ranging discussion on the strategic consequences of the Iran war.
In this episode, Doomberg joins Marvin Barth and Mark Farrington to unpack why markets have remained surprisingly calm despite escalating violence in the Middle East,... more
How could the Iran conflict reshape global markets, China risk premiums and emerging market capital flows? Marvin Barth and Erik @YWR discuss geopolitics, uncertainty and the investment implications of a changing global order.
In this episode, they ... more
Forest Fire Insurance explores how risk truly builds in financial systems and why volatility is not the enemy it is often portrayed to be.
Marvin Barth and Mark Farrington are joined by David Dredge, CIO of Convex Strategies, to unpack the idea of s... more
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Frequently Asked Questions About Thematic Edge Podcast
What is Thematic Edge Podcast about and what kind of topics does it cover?
The show centers on thematic investing and macro-market themes shaped by geopolitics, energy, and policy dynamics. Hosted discussions repeatedly pair geopolitical and macro perspectives to interpret how shifts in U.S. policy, China's posture, energy security, and global capital flows affect investment themes, commodities, and risk. Guests span energy analysts, policymakers, military strategists, and macro strategists, contributing deep-dive context on regimes, sanctions, and strategic markets. A notable trait is the rigorous long-horizon framing, often weighing regime change, dollar dynamics, and geopolitical shocks against portfolio positioning. For potential listeners, it's likely to appeal to sophisticated investors, strategists, and PR/... more
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How many listeners does Thematic Edge Podcast get?
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What are the audience demographics for Thematic Edge Podcast?
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How many subscribers and views does Thematic Edge Podcast have?
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Which podcasts are similar to Thematic Edge Podcast?
These podcasts share a similar audience with Thematic Edge Podcast:
1. The Market Huddle
2. Macro Voices
3. Forward Guidance
4. Geopolitical Cousins
5. Monetary Matters with Jack Farley
How many episodes of Thematic Edge Podcast are there?
Thematic Edge Podcast launched 7 months ago and published 17 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Thematic Edge Podcast?
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What guests have appeared on Thematic Edge Podcast?
Recent guests on Thematic Edge Podcast include:
1. Danny Dayen
2. Zoso Davies
3. David Dredge
4. Ede Dafinone
5. David Kilcullen
6. Mark Farrington
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.