Marvin Barth is creator of Thematic Markets, providing independent research and analytics on the global political economy. An economics PhD, he has worked as an economist, strategist and portfolio manager at big banks and asset managers, and across the policy spectrum, including the Federal Reserve, US Treasury and the Bank for International Settlements. Our conversation focuses on the political and geopolitical fallout of Donald Trump's shock landslide Presidential Election victory. But Trump's win wasn’t so much of a surprise to Marvin, because he accurately predicted it. https://thematicmarkets.substack.com/