Last week I had a conversation with Marvin Barth, author of the Thematic Markets and Seriously, Marvin?! Substacks.

Marvin is what I would call an evolved policy wonk. A PhD economist, Marvin’s career includes working for The Federal Reserve, the Bank for International Settlements, the US Treasury Department and several major Wall Street banks.

He has a well-informed and holistic view of the world and its core drivers, which should be interesting to everyone, but particularly those of us trying to understand how to position long-term investment portfolios in these chaotic and challenging times.

I was keen to speak to Marvin about his Global Entropy framework, which he first outlined on his “paid for” Thematic Markets service two years ago, but has recently republished along with an epilogue on his non-paywalled Substack, Seriously, Marvin!

In a wide-ranging discussion, which I found challenging to edit, we discussed what Global Entropy is and how it has commonly been interpreted by differing versions of cognitive dissonance or derangements among universalist liberal elites.       

As always, what you are about to hear is not intended as advice, but rather for your enjoyment and hopefully, entertainment. Please take personal financial advice before investing a penny of your money in these crazy markets. 

With that said, please enjoy my conversation with the maverick, Marvin Barth.

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