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The Grant Williams Podcast

The Grant Williams Podcast Ep. 61 - Marvin Barth

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 24 August 2023

⏱️ 13 minutes

🧾️ Download transcript

Summary

Joining me on the latest episode of The Grant Williams Podcast is Marvin Barth – a man whose path through the financial maze has encompassed just about every facet of the industry. From the US Treasury, to the Federal Reserve, the BIS, the sell-side, the buy-side and now a proprietary independent research business, Marvin’s wealth of experience has spawned an incredibly original and extremely broad perspective on just about every aspect of financial markets. In a remarkable and wide-ranging conversation, Marvin explains how he uses thematic ideas to help understand and explain market movements and we dig deep into several Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

Click on a timestamp to play from that location

0:16.0

Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice. This conversation is for informational and hopefully entertainment purposes only.

0:20.0

So, while we hope you find it both informative and entertaining, please do your own research

0:25.6

or speak to a financial advisor before putting a dime of your money into these crazy markets.

0:33.0

You're about to listen to a special preview edition of the Grant Williams podcast featuring my very special guest,

0:40.0

Marvin Barth of Semitic markets.com.

0:43.0

Marvin is a researcher part excellence and I was introduced to his work

0:48.0

by a mutual friend Gerard Minak of Minak Advisors down in Australia earlier this year and

0:52.0

since I was introduced to it I've read as much of it as I can and it is remarkable.

0:57.0

Thought-provoking, deep, rich and incredibly broad.

1:00.0

It's changed the way I look at many, many things and I'm hoping it will do the same for you

1:04.7

Marvin's website is thematic markets.com and he has a sub-stack thematic markets

1:09.6

sub-stack.com which I would urge you to check out.

1:14.0

Every episode of the Grant Williams podcast, including the end game, the Super Terrific Happy Hour,

1:17.4

the narrative game, this week in Doom, shifts happen, and Chaos Theory is available to

1:21.6

Copper and Silvertier subscribers at my website Grant

1:24.2

slash Williams.com. Coppertier subscribers get access to all the

1:27.6

podcasts while members of the Silver Tier get both the podcast and my

1:31.5

monthly newsletter things that make you go.

1:34.1

So if you enjoy what you hear on the show and you'd like more high quality content like it,

1:38.8

then please make your way over to Grant-Williams.com

1:41.5

and join our exciting community today. And now, on to the podcast, my friend. It's so good to have this chance to check

2:00.3

that I've been reading your stuff voraciously and I'm so keen to get this

...

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