Thematic Edge Podcast
by Marvin Barth
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- Per-Episode Audience
Est. listeners per new episode within ~30 days
N/A🎙 ~2x weekly·14 episodes·Last published 1mo ago - Monthly Reach
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On the show
From 12 epsHosts
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Recent episodes
Episode 020: Sintra, forward guidance & the dollar
Jul 8, 2026
59m 42s
Episode 019: "Macro Crypto" with Arthur Hayes
Jun 24, 2026
52m 42s
Episode 018: Fed regime change
Jun 10, 2026
1h 01m 50s
Episode 017: "Mark"ing to market: Iran & China views
May 27, 2026
56m 46s
Episode 016: Fed independence
May 13, 2026
30m 29s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/8/26 | central bankingforward guidance+4 | Mark Farrington | European Central BankFederal Reserve | Sintra, Portugal | Sintraforward guidance+6 | — | 59m 42s | ||
| 6/24/26 | Bitcoin valuecrypto markets+5 | Arthur Hayes | BitMEXMaelstrom+1 | — | Bitcoincrypto+8 | — | 52m 42s | ||
| 6/10/26 | central bankinginflation+4 | Mark Farrington | Federal Reserve | — | central banksinflation expectations+5 | — | 1h 01m 50s | ||
| 5/27/26 | Iran conflictUS strategic thinking+4 | Mark | — | IranChina+2 | IranChina+5 | — | 56m 46s | ||
| 5/13/26 | Federal Reserve independencemonetary policy+5 | John CochraneMichael Bordo+2 | Hoover Institution | — | Federal Reservemonetary policy+5 | — | 30m 29s | ||
| 4/29/26 | inflationmonetary policy+3 | Danny Dayen | Federal Reserve | — | inflationmonetary policy+3 | — | 1h 03m 37s | ||
| 4/15/26 | Iran conflictUS foreign policy+4 | Mark | Trump Administration | IranUS+1 | Iran blockadeUS-Iran relations+7 | — | 1h 08m 21s | ||
| 4/1/26 | credit riskIran conflict+4 | Zoso Davies | BarclaysLondon based hedge fund+1 | Iran | credit riskIran+6 | — | 56m 21s | ||
| 3/19/26 | Iran warmarket resilience+4 | Doomberg | — | IranMiddle East+5 | Iran warmarket resilience+5 | — | 1h 00m 27s | ||
| 3/4/26 | Iran conflictglobal markets+5 | Erik @YWR | — | IranChina+6 | Iran conflictChina risk premium+5 | — | 56m 45s | ||
| 2/18/26 | forest fire insurancesystemic risk+5 | David Dredge | Convex Strategies | — | forest fire analogyself organised criticality+6 | — | 1h 14m 19s | ||
| 2/4/26 | US strategygeopolitics+4 | Mark Farrington | — | VenezuelaGreenland+2 | US deterrenceWestern Hemisphere doctrine+3 | — | 1h 01m 28s |
Showing 12 of 12
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