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 | 21 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsPoliticsInvestingBusiness | |||
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Latest Episodes
Introduction
In this episode of The Thematic Edge, Marvin Barth and Mark Farrington speak with Alexander Stahel, Chief Investment Officer of Burggraben Holdings and author of The Commodity Compass, about an emerging crisis in global petroleum produc... more
In episode 020 of Thematic Edge, Marvin Barth and Mark Farrington consider the broader implications of the European Central Bank’s retreat in Sintra, Portugal where there seemed to be shift in global central bank philosophy led by new Fed Chairman Ke... more
In this episode of Thematic Edge, Marvin Barth and Mark Farrington sit down with Arthur Hayes to explore one of the most important questions in crypto today: what ultimately gives Bitcoin value? While all three agree that liquidity, monetary policy a... more
In this episode of Thematic Edge, Marvin Barth and Mark Farrington examine whether central banks are finally being forced to confront a changing inflation regime. They argue that policymakers have been too willing to look through supply shocks, too f... more
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Apple Podcasts | #130 |  United Kingdom/Business/Investing |
Apple Podcasts | #40 |  Austria/Business/Investing |
Apple Podcasts | #154 | Austria/Business |
Apple Podcasts | #240 |  Sweden/Business/Investing |
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?
A analytically driven show that blends macroeconomics, geopolitics, and market strategy through two regular hosts who spar over policy, monetary dynamics, and global risk. Episodes routinely dissect central-bank moves, US–China competition, energy transitions, and how geopolitical shocks ripple into asset prices, currencies, and commodities. When guests appear, they bring specialized perspectives on finance, energy, or security, enriching discussions with deep-dive context on topics like private credit, risk management, and strategy in a multipolar world. The tone tends to be contrarian, data-informed, and oriented toward practical implications for portfolios and strategic positioning, making it valuable for listeners who want to understand... more
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Which podcasts are similar to Thematic Edge Podcast?
These podcasts share a similar audience with Thematic Edge Podcast:
1. Monetary Matters with Jack Farley
2. The Market Huddle
3. Hidden Forces
4. Forward Guidance
5. Thoughtful Money with Adam Taggart
How many episodes of Thematic Edge Podcast are there?
Thematic Edge Podcast launched 9 months ago and published 21 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. Arthur Hayes
2. Danny Dayen
3. Zoso Davies
4. David Dredge
5. Ede Dafinone
6. David Kilcullen
7. 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.