I knew Marvin Barth would be fun to talk to, but this was an even more interesting conversation than I expected.
Marvin has a long and storied background, including roles at the Fed, the BIS, Citi and others too numerous to mention (and I found out he also has been baking bread for years). He is now the author of Thematic Markets and Seriously, Marvin?! as well as co-host, with investor Mark Farrington, of the excellent Thematic Edge podcast.
I came across Marvin’s work last year via a wonderful series he did on Global Entropy which came at the intersections I’ve been covering but from a breadth and depth of learning I could only aspire to. It wasn’t just the big picture lens that grabbed me – it was also the excellent writing, the energy, and the tone. Unlike many, Marvin does not write like someone who thinks he knows everything, or wants us to think he knows everything (even though he gets an astonishing number of non-consensus calls right) – he writes like an explorer, enjoying the journey, sharing what he knows along the way.
