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A searchable register of all Thematic Markets research
Oct 6, 2024
•
Marvin Barth
4
6
1
Golden bubbles (Debasement Part I)
What does gold’s verticality say about its future returns...and other assets’?
Jan 13
•
Marvin Barth
16
2
3
1:27:25
Making sense of Venezuela with David Kilcullen
What Venezuela reveals about US strategy and global risks
Jan 7
•
Marvin Barth
and
Mark Farrington
22
1
4
Most Popular
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La Cosa Nostra Americana
Mar 3, 2025
•
Marvin Barth
39
1
10
Ill omens
Jul 26, 2025
•
Marvin Barth
26
2
4
Golden bubbles (Debasement Part I)
Jan 13
•
Marvin Barth
16
2
3
Global Entropy: Enter the dragons
Nov 9, 2023
•
Marvin Barth
30
2
8
Observations: Goshawks
Dec 4, 2025
•
Marvin Barth
15
1
5
The employment situation
Sep 29, 2025
•
Marvin Barth
13
2
6
Recent posts
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Observations: Closing thoughts for 2025
Hits, misses, lessons learned, and initial thoughts for 2026
Dec 22, 2025
•
Marvin Barth
7
2
1:09:22
Episode 006: Fed reform & US National Security Strategy
Watch now | Sorting out Trump's real aims for the Fed and US national security
Dec 17, 2025
•
Marvin Barth
and
Mark Farrington
12
2
2
Observations: Goshawks
Surprise is what the Trump Administration does best
Dec 4, 2025
•
Marvin Barth
15
1
5
38:15
The Fed's Big Employment Mistake
Nov 7, 2025
•
Marvin Barth
and
Erik
20
9
1
1:12:20
Episode 005: Forward guidance’s end
Watch now |
Nov 5, 2025
•
Marvin Barth
and
Mark Farrington
14
1
7
1:02:52
Episode 004: Officialdom grudgingly accepts stronger data
Watch now (63 mins) | What we learned from the World Bank-IMF October meetings
Oct 22, 2025
•
Marvin Barth
and
Mark Farrington
16
7
1:03:57
Delusions, stablecoins, & Global entropy with Jeremy McKeown
Returning to the Theme of Global entropy & the risks of elite estrangement
Oct 11, 2025
•
Marvin Barth
15
5
1:09:31
Episode 003: Good & bad government interventions
Western adoption of "state capitalism" shouldn't include monetary policy
Oct 8, 2025
•
Marvin Barth
and
Mark Farrington
10
23
4
The employment situation
What explains slowing US payroll growth amid acceleration in other data?
Sep 29, 2025
•
Marvin Barth
13
2
6
1:05:57
Episode 002: The Fed fumbles, BoJ pauses, & "dollar gamma" awaits
Are markets caught in a false narrative that is subject to sharp reversal?
Sep 24, 2025
•
Marvin Barth
and
Mark Farrington
13
2
7
30:52
Cutting Too Soon? Why Rate Cuts Could Reignite Inflation
Sep 12, 2025
•
Marvin Barth
and
Kathleen Hays
7
1
1:02:11
Episode 001: Introducing the Thematic Edge
Geopolitics, emerging markets, the Bank of Japan, President Trump, & the Fed
Sep 10, 2025
•
Marvin Barth
and
Mark Farrington
26
6
4
See all
Trump
View all
1:27:25
Making sense of Venezuela with David Kilcullen
What Venezuela reveals about US strategy and global risks
Jan 7
•
Marvin Barth
and
Mark Farrington
22
1
4
Observations: Goshawks
Surprise is what the Trump Administration does best
Dec 4, 2025
•
Marvin Barth
15
1
5
Episode 003: Good & bad government interventions
Western adoption of "state capitalism" shouldn't include monetary policy
Oct 8, 2025
•
Marvin Barth
and
Mark Farrington
10
23
4
1:09:31
Episode 001: Introducing the Thematic Edge
Geopolitics, emerging markets, the Bank of Japan, President Trump, & the Fed
Sep 10, 2025
•
Marvin Barth
and
Mark Farrington
26
6
4
1:02:11
Career lessons & what markets have wrong
Macro Hive podcast with Bilal Hafeez on my career lessons and current markets
Jun 29, 2025
•
Marvin Barth
10
6
4
1:10:49
Federal Reserve
View all
Observations: Goshawks
Surprise is what the Trump Administration does best
Dec 4, 2025
•
Marvin Barth
15
1
5
Episode 004: Officialdom grudgingly accepts stronger data
Watch now (63 mins) | What we learned from the World Bank-IMF October meetings
Oct 22, 2025
•
Marvin Barth
and
Mark Farrington
16
7
1:02:52
Episode 003: Good & bad government interventions
Western adoption of "state capitalism" shouldn't include monetary policy
Oct 8, 2025
•
Marvin Barth
and
Mark Farrington
10
23
4
1:09:31
The employment situation
What explains slowing US payroll growth amid acceleration in other data?
Sep 29, 2025
•
Marvin Barth
13
2
6
Episode 002: The Fed fumbles, BoJ pauses, & "dollar gamma" awaits
Are markets caught in a false narrative that is subject to sharp reversal?
Sep 24, 2025
•
Marvin Barth
and
Mark Farrington
13
2
7
1:05:57
China
View all
1:03:57
Delusions, stablecoins, & Global entropy with Jeremy McKeown
Returning to the Theme of Global entropy & the risks of elite estrangement
Oct 11, 2025
•
Marvin Barth
15
5
Episode 002: The Fed fumbles, BoJ pauses, & "dollar gamma" awaits
Are markets caught in a false narrative that is subject to sharp reversal?
Sep 24, 2025
•
Marvin Barth
and
Mark Farrington
13
2
7
1:05:57
Episode 001: Introducing the Thematic Edge
Geopolitics, emerging markets, the Bank of Japan, President Trump, & the Fed
Sep 10, 2025
•
Marvin Barth
and
Mark Farrington
26
6
4
1:02:11
Thematic investing in an age of Global entropy
Global entropy, Localization, and the end of Western primacy
Sep 8, 2025
•
Marvin Barth
4
1:44:27
Global entropy approaches a tipping point?
Preparing for the unthinkable with Erik @YWR: Your Weekend Reading
Aug 3, 2025
•
Marvin Barth
and
Erik
22
6
5
57:50
Europe
View all
1:10:49
Career lessons & what markets have wrong
Macro Hive podcast with Bilal Hafeez on my career lessons and current markets
Jun 29, 2025
•
Marvin Barth
10
6
4
La Cosa Nostra Americana
Europe & markets struggle with the loss of the global policeman
Mar 3, 2025
•
Marvin Barth
39
1
10
Leitmotif 7: Breaking point?
The US-Europe divergence is strained and about to stretch further
Jan 22, 2025
•
Marvin Barth
“Events, my dear boy, events”
Midyear mark to market: It’s the end of the world and markets feel fine
Aug 3, 2024
•
Marvin Barth
5
1
The other election
UK general election has transformative potential French election does not
Jun 30, 2024
•
Marvin Barth
2
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