Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis

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 doesn’t 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, finance ministry, and international institutions. This includes working at Barclays Investment Bank, Citi, the Federal Reserve Board, the U.S. Treasury Department, and the Bank for International Settlements. In this podcast, we discuss: 

1. The Localisation Thesis
2. Manufacturing vs. The AI “Bubble”
3. The Labour Disconnect (Poetry vs. Welding)
4. Trump 2.0: Preparedness and Instincts
5. The Iran War and American Exceptionalism
6. The Fed’s “Neutral Rate” Error
7. The Rise of Kevin Warsh
8. The Brexit Reality Check
9. Andy Burnham: The “Low Delta Call Option” 

You can follow Marvin on LinkedIn, Substack, and X. You can also keep up with Thematic Markets on LinkedIn, Substack, X, and YouTube.

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