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 | 12 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingPoliticsBusinessNews | |||
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Latest Episodes
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
Unfortunately, the audio for this episode was terrible, so in addition to the time-stamped table of contents, a full, edited transcript is included below.
In this episode, Marvin Barth and Mark Farrington reflect on a sequence of events that togethe... more
Key Facts
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Chart Rankings
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Apple Podcasts | #189 |  United States/Business/Investing |
Apple Podcasts | #148 |  United Kingdom/Business/Investing |
Apple Podcasts | #148 |  Canada/Business/Investing |
Apple Podcasts | #245 |  Germany/Business/Investing |
Apple Podcasts | #20 |  Russia/Business/Investing |
Apple Podcasts | #59 |  Sweden/Business/Investing |
Apple Podcasts | #84 | Russia/Business |
Apple Podcasts | #114 |  Spain/Business/Investing |
Apple Podcasts | #144 |  Netherlands/Business/Investing |
Apple Podcasts | #161 |  Singapore/Business/Investing |
Apple Podcasts | #177 |  Switzerland/Business/Investing |
Apple Podcasts | #229 |  South Africa/Business/Investing |
Apple Podcasts | #232 | Sweden/Business |
Talking Points
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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. Monetary Matters with Jack Farley
3. Excess Returns
4. Forward Guidance
5. Macro Hive Conversations With Bilal Hafeez
How many episodes of Thematic Edge Podcast are there?
Thematic Edge Podcast launched 5 months ago and published 12 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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Where can I see ratings and reviews for Thematic Edge Podcast?
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How do I access podcast episode transcripts for Thematic Edge Podcast?
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What guests have appeared on Thematic Edge Podcast?
Recent guests on Thematic Edge Podcast include:
1. David Dredge
2. Ede Dafinone
3. David Kilcullen
4. 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.