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 | 5 | Founded | 2 days ago |
|---|---|---|---|---|---|
| Categories | PoliticsInvestingNewsBusiness | ||||
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Latest Episodes
A very lively discussion this week that goes on a bit longer than usual as Mark & I get into a disagreement over the implications of Chinese gold-backed stablecoins. But before the fireworks, Mark & I review what President Trump achieved at ASEAN and... more
This week, Mark Farrington and I discuss what I learned from the semiannual World Bank-IMF meetings last week in Washington. Where do both policymakers’ and markets’ center of gravity lie?
0:00 Introduction: Impressions of World Bank-IMF meetings
2... more
This week Mark and I discuss how “we’re all state capitalists now” but that both new Japanese Prime Minister Takaichi and US President Trump make an error when they try to include central banks in that effort. We discuss what markets are missing — in... more
Mark and I covered a lot in this episode. We start with a quick recap of the Bank of Japan meeting Friday and the Federal Reserve meeting two days earlier. But we spend most of our time discussing a new piece by Mark, Dollar upside gamma: Systemic pr... more
Mark Farrington of the Global Watchtower and I have kicked off our own podcast on the Themes driving markets. Mark was practicing thematic investing as a portfolio manager long before it became a “thing” and a thematic approach to analysis of the glo... more
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Thematic Edge Podcast launched 2 days ago and published 5 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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