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Thematic Edge Podcast

Marvin Barth

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

PublishesTwice monthlyEpisodes11Founded4 months ago
Number of ListenersCategories
InvestingNewsPoliticsBusiness

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Latest Episodes

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

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

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Which podcasts are similar to Thematic Edge Podcast?

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1. The Market Huddle
2. Monetary Matters with Jack Farley
3. Geopolitical Cousins
4. Macro Voices
5. Macro Hive Conversations With Bilal Hafeez

How many episodes of Thematic Edge Podcast are there?

Thematic Edge Podcast launched 4 months ago and published 11 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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