HeyJaredThematic Markets
Differentiated, value-added insights into the themes driving the global political economy and markets.
- Indexed issues, last 90 days
- 6
- Latest publication
- Sep 23, 2026
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- Earliest in this view
- Jul 8, 2026
Latest issues
Episode 023: Noise awaiting signal (opens the original)
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IntroductionIn this episode of Thematic Edge, Marvin Barth and Mark Farrington revisit the “resolution window” stretching from the summer through the US midterm elections examine what market signals we’ve gleaned so far.They assess the latest inflation data and central bank decisions, the changing shape of the US Treasury curve, Scott Bessent’s management of the bond market and the strength of corporate earnings. They also examine the growing anxiety surrounding AI, from regulation to US-China c
Episode 022: Competition for capital (opens the original)
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IntroductionIn this episode of Thematic Edge, Marvin Barth and Mark Farrington reunite to examine what is really driving the rise in sovereign bond yields around the world. Their central argument is that the move is bigger than fiscal policy or any single government: capital is becoming more expensive as investment demand rises, global savings come under pressure and central banks struggle to rebuild credibility.The conversation moves from Kevin Warsh’s first months at the Federal Reserve and th
Observations: Marking to market (opens the original)
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Warsh cycle, Part II (opens the original)
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Episode 021: Alexander Stahel & Russia's endgame (opens the original)
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IntroductionIn this episode of The Thematic Edge, Marvin Barth and Mark Farrington speak with Alexander Stahel, Chief Investment Officer of Burggraben Holdings and author of The Commodity Compass, about an emerging crisis in global petroleum product markets.The conversation examines how the war with Iran, Ukraine’s increasingly sophisticated attacks on Russian refining infrastructure and China’s focus on domestic energy security have combined to create severe pressure in diesel, gasoline and jet
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