{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep. 369: Marvin Barth on US Re-Industrialisation, Trump 2.0, and the Localisation Thesis","description":" Marvin Barth\u202fis the creator of\u202fThematic Markets\u202fand\u202fSeriously, Marvin?!.\u202fThematic Markets\u202fis rigorous, institutional-quality research aimed at market professionals, while\u202fSeriously, Marvin?! presents more accessible takes on contrarian musings Marvin doesn\u2019t have time to research at\u202fThematic Markets. Both publications benefit from the uniquely broad perspective on the global political economy Marvin has gained from a three-decade career spanning nearly every asset class, academia, central banking, finance ministry, and international institutions.\u202fThis includes working at Barclays Investment Bank, Citi, the Federal Reserve Board, the U.S. Treasury Department, and the Bank for International Settlements.\u202f  The Localisation Thesis Manufacturing vs. The AI &quot;Bubble&quot; The Labour Disconnect (Poetry vs. Welding) Trump 2.0: Preparedness and Instincts The Iran War and American Exceptionalism The Fed\u2019s &quot;Neutral Rate&quot; Error The Rise of Kevin Warsh The Brexit Reality Check Andy Burnham: The &quot;Low Delta Call Option&quot;   ","author_name":"Macro Hive Conversations With Bilal Hafeez","author_url":"https:\/\/macrohive.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/42252190\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/204572770"}