Marvin Barth
Creator of Thematic Markets and ‘Seriously, Marvin?!’. Gained a uniquely broad perspective on the global political economy from a three-decade career spanning nearly every asset class, academia, central banking, a finance ministry, and international institutions.
Top 3 podcasts with Marvin Barth
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25 snips
Jun 27, 2025 • 1h 4min
Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe
Marvin Barth, creator of Thematic Markets and 'Seriously, Marvin?!', brings three decades of experience across finance and economics to the discussion. He delves into how a second Trump presidency could reshape U.S. governance, drawing parallels to historical leaders. Barth also analyzes the U.S. economic outlook, inflation, and the Federal Reserve’s next moves. Geopolitical risks, especially the Middle East conflict, are tied into market uncertainties, while he emphasizes the lessons from investment failures and the importance of creativity in career transitions.
Dec 31, 2023 • 53min
#30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth
Marvin Barth from Thematic Markets joins the hosts to discuss the consensus outlook for 2024 and the pros/cons of betting against it. Topics include the ongoing war between Russia and Ukraine, the potential return of Donald Trump, debunking predictions, implications of a globalization shift on credit events, and concerns about future political instability in the US.
May 19, 2024 • 53min
Macro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
Guest Marvin Barth discusses the CPI report, China's air pollution, and the business cycle watch. Topics include hidden recessions in China, inflation concerns, global economic impact of China's policies, and economic analysis of COVID-19 lockdown impact on global markets.
