Ep. 314: Marvin Barth on Trump’s US Resurgence, No Fed Cuts and Dire Europe

Marvin Barth is the creator of Thematic Markets and ‘Seriously, Marvin?!’ Thematic Markets is rigorous, institutional-quality research aimed at market professionals, while Seriously, Marvin?! presents more accessible takes on contrarian musings Marvin does not have time to research at Thematic Markets. Both publications benefit from the uniquely broad perspective on the global political economy Marvin has gained from a three-decade career spanning nearly every asset class, academia, central banking, a finance ministry, and international institutions. This includes working at Barclays Investment Bank, Citi, the Federal Reserve Board, the US Treasury Department, and the Bank for International Settlements. In this podcast we discuss: 

• Working at the Fed and what made Greenspan good  
• Historical context for Trump revolution 
• Core MAGA policies 
• Is Trump breaking the rules-based system? 
• Why US growth will be strong 
• Fed to NOT cut rates 
• European growth picture is negative 
• Impact of Middle East risks 
• Verification and integrity in carbon markets 
• Book mentioned: The Wisdom of the Crowds (Surowiecki) 

You can follow Marvin’s work here. 

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