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Similar topics: thematic and markets
Business
Thematic Edge Podcast
by Marvin Barth
Today: #186 in Business, Canada on our combined chart.
Today: #109 in Business, New Zealand on our combined chart.
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Chart positions today · Japan
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
Not on the South Africa charts we track today.
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Ranking history · Japan
No ranking history for this show in Japan over the last 7 days.
Latest episodes
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Episode 024: Crisis in Europe
October 7, 2026 · 59 minIntroduction The European crisis that Marvin Barth and Mark Farrington have long warned of appears to have begun…while Marvin and Mark were focused on the “mother of all resolution windows” in the US ahead of the US midterm elections, the…
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Episode 023: Noise awaiting signal
September 23, 2026 · 1 hr 3 minIntroduction In this episode of Thematic Edge, Marvin Barth and Mark Farrington revisit the “resolution window” stretching from the summer through the US midterm elections examine what market signals we’ve gleaned so far. They assess the…
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Episode 022: Competition for capital
September 9, 2026 · 58 minIntroduction In this episode of Thematic Edge, Marvin Barth and Mark Farrington reunite to examine what is really driving the rise in sovereign bond yields around the world. Their central argument is that the move is bigger than fiscal…
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Episode 021: Alexander Stahel & Russia's endgame
July 23, 2026 · 1 hr 11 minIntroduction 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…
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Episode 020: Sintra, forward guidance & the dollar
July 8, 2026 · 60 minIn 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…
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Episode 019: "Macro Crypto" with Arthur Hayes
June 24, 2026 · 53 minIn 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…
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Episode 018: Fed regime change
June 10, 2026 · 1 hr 2 minIn 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…
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Episode 017: "Mark"ing to market: Iran & China views
May 27, 2026 · 57 minIn this episode of Thematic Edge, Marvin and Mark examine the evolving Iran conflict, the shift in US strategic thinking, and the emerging logic of trying to “make business not war” amid Global bifurcation. The discussion explores why the…
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Episode 016: Fed independence
May 13, 2026 · 30 minIn this special episode of Thematic Edge, recorded around the Hoover Institution Monetary Policy Conference at Stanford University, Marvin Barth explores why the greatest risks to Federal Reserve independence may be the Fed’s own policy…
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Episode 015: US & Fed outlook with Danny Dayan
April 29, 2026 · 1 hr 4 minIn this episode of Thematic Edge, Marvin Barth and Mark Farrington are joined by Danny Dayen for a wide ranging debate on inflation, monetary policy, and whether the Federal Reserve is now behind the curve. The discussion begins from an…
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Episode 014: Iran blockade
April 15, 2026 · 1 hr 8 minA detailed and at times sharply contested discussion on the strategic direction of the Iran conflict following the collapse of US-Iran peace talks and what it means for markets (recorded at noon London time on 13 April). In this episode…
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Episode 013: Iran strikes credit with Zoso Davies
April 1, 2026 · 56 minThis week Mark Farrington and I are joined by Zoso Davies, formerly Managing Director in European Investment Grade Credit Research at Barclays, where he spent over 15 years analysing major credit cycles including the European sovereign…
About the show
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