
Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe
Macro Hive Conversations With Bilal Hafeez
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Exploring Macro Research and Non-Consensus Ideas
This chapter dives into the speaker's ongoing macroeconomic research efforts, highlighting their independent project, Thematic Markets, aimed at institutional investors. They also introduce their new Substack, Seriously Marvin, where they explore unconventional ideas and non-consensus perspectives.
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