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Recent posts

Observations: Goshawks

Surprise is what the Trump Administration does best

Dec 4, 2025 • Marvin Barth

38:15

The Fed's Big Employment Mistake

Nov 7, 2025 • Marvin Barth and Erik

1:12:20

Episode 005: Forward guidance’s end

Nov 5, 2025 • Marvin Barth and Mark Farrington

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

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

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

The employment situation

What explains slowing US payroll growth amid acceleration in other data?

Sep 29, 2025 • Marvin Barth

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

30:52

Cutting Too Soon? Why Rate Cuts Could Reignite Inflation

Sep 12, 2025 • Marvin Barth and Kathleen Hays

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

1:44:27

Thematic investing in an age of Global entropy

Global entropy, Localization, and the end of Western primacy

Sep 8, 2025 • Marvin Barth

The US outlook takes shape

Updating the US outlook with greater tariff, fiscal and inflation clarity

Aug 21, 2025 • Marvin Barth

Trump

Observations: Goshawks

Surprise is what the Trump Administration does best

Dec 4, 2025 • Marvin Barth

Episode 003: Good & bad government interventions

Western adoption of "state capitalism" shouldn't include monetary policy

Oct 8, 2025 • Marvin Barth and Mark Farrington

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

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

1:10:49

Observations: Have you understood nothing?

Markets struggle to differentiate setbacks from reversals

May 30, 2025 • Marvin Barth

Federal Reserve

Observations: Goshawks

Surprise is what the Trump Administration does best

Dec 4, 2025 • Marvin Barth

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

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

1:09:31

The employment situation

What explains slowing US payroll growth amid acceleration in other data?

Sep 29, 2025 • Marvin Barth

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

1:05:57

China

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

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

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

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

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

57:50

Europe

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

La Cosa Nostra Americana

Europe & markets struggle with the loss of the global policeman

Mar 3, 2025 • Marvin Barth

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

The other election

UK general election has transformative potential French election does not

Jun 30, 2024 • Marvin Barth

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