Thematic Markets
Thematic Markets is an independent research service focused on global political economy and financial markets. It delivers actionable insights to investors, analysts, and policymakers, helping them navigate major macroeconomic trends and structural shifts. The service is led by Marvin Barth, a former economist at the Federal Reserve, U.S. Treasury, and Bank for International Settlements (BIS), with a proven track record in macro analysis. Barth’s work focuses on currency cycles, emerging markets, real-asset trends, and structural regime changes in the global economy. Through proprietary frameworks such as Global Entropy, Localization, and Being Is Believing, Thematic Markets provides subscribers with unique perspectives on how political and economic developments influence markets and investment opportunities.
MEMBERSHIP FEATURES
Exclusive Research Reports – Full access to subscriber-only research and in-depth market analysis from Marvin Barth.
Early-Release Insights – Receive advanced access to the latest macro and political-economy frameworks before public release.
Audio & Podcast Content – Subscriber-only episodes with actionable ideas, thematic breakdowns, and macro strategy commentary.
Interactive Community Access – Engage with Marvin Barth and fellow subscribers through comments, discussion forums, and Q&A sessions.
Archival Access – Complete library of past research, reports, and thematic analyses for reference and historical context.
Tiered Subscription Options – Flexible membership with monthly and annual plans, including premium features for advanced users.
TOPICS COVERED
Global Political Economy & Structural Regime Shifts – Exploration of how changing power dynamics, currency regimes, trade flows and localisation trends affect markets.
Currency and FX Cycles – Detailed analysis of major currencies, dollar regimes, emerging‑market FX stress scenarios and cross‑asset implications.
Emerging Markets & Real Assets – Research on emerging economies, commodity trends, real‑asset classes, and how they tie into broader economic shifts.
Framework‑Based Macro Investing – Development of proprietary frameworks (such as “Global Entropy”, “Localization”, “Being Is Believing”) to interpret structural changes and guide investment strategy.
Markets & Strategy Integration – Strategy commentary covering equities, fixed‑income, commodities, FX, and how themes in political economy translate into actionable investment ideas.