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&#x27;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. The Localisation Thesis Manufacturing vs. The AI &quot;Bubble&quot; The Labour Disconnect (Poetry vs. Welding) Trump 2.0: Preparedness and Instincts The Iran War and American Exceptionalism The Fed&#x27;s &quot;Neutral Rate&quot; Error The Rise of Kevin Warsh The Brexit Reality Check Andy Burnham: The &quot;Low Delta Call Option&quot;

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

Macro Hive Conversations With Bilal Hafeez

Welcome to the Macro Hive Conversations podcast. I'm Bilal Hafeez, Head of Strategy at Macro Hive. Before we dive in, a quick update. Following Macro Hive's acquisition by the BGC Group, BGC has launched a new regulated business called Macro Hive Markets. For the first time, onboarded clients can also access execution services via Macro Hive Markets. This new workflow will allow macro institutional investors to benefit from strategy and quant insights, alongside access to

global liquidity. Please contact Andrew Simon or Guillermo Cibriand on Bloomberg, or click the link in the description below for more details on Macro Hive Markets and its service offering. Now onto this episode's guest, Marvin Barth. Marvin 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, military and international institutions. These include working at Barclays Investment Bank, Citi, the Federal Reserve Board, the US Treasury Department and the Bank for International Settlements. Now onto our conversation. Greetings and welcome, Marvin. It's always fantastic to have you on the podcast show.

Well, thank you, Bilal. It's a pleasure to be back. I really enjoyed my last time here on Macro Hive and I'm looking forward to our conversation today. And Marvin, one of the reasons I like having you on is you're willing to have bold views. You like to kind of go against the grain of market narratives and just establishment narratives and your sub stack, which I subscribe to, is a great resource to...

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

Read the full transcript

The candid version is on a podcast,
not the earnings call.

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

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.