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1:01:50
Episode 018: Fed regime change
Why markets may be underpricing Fed hikes
Published on Thematic Markets
•
18 hrs ago
New world order layers become more visible
Bessent's update, US taking foundational policy risk is postive
Jun 2
•
Mark Farrington
18
1
5
56:45
Episode 017: "Mark"ing to market: Iran & China views
Sea Denial, Strategic Hoarding and the New World Order
Published on Thematic Markets
•
May 27
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BoJ understands Trump administration better than most of the world
Sep 2, 2025
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Mark Farrington
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Persian Gulf 2 weeks in . . .
Mar 15
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Mark Farrington
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The Takaichi risks
Nov 22, 2025
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Mark Farrington
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The market loves a Japan crisis
Jan 21
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Mark Farrington
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Will TPA kill the private credit boom?
Apr 2
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Mark Farrington
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Takaichi fusion of Koizumi and Abe
Feb 8
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Mark Farrington
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Mid-year optimism, and chokepoint management
The review; Gulf, trade, inflation, a chokepoint world, Semis; the mother of all chokepoints
May 24
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Mark Farrington
12
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Framework wrong, forecast wrong
New US war doctrine, geo-economic strategy everywhere, big wave surfing
May 3
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Mark Farrington
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Episode 015: US & Fed outlook with Danny Dayan
Warsh, inflation and the case for a hawkish Fed
Published on Thematic Markets
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Apr 29
1:03:37
System baseline for global dependencies
Free-market democracies, different kinds of dependencies, diversification
Apr 26
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Mark Farrington
12
1
New domains of great power projection
Ships, navies, ports, chokepoints, and geo-economic strategy
Apr 19
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Mark Farrington
15
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Episode 014: Iran blockade
Scenarios and implications for markets
Published on Thematic Markets
•
Apr 15
1:08:21
The free and open strait of hormuz
Freedom of navigation, international law, and getting back to business
Apr 12
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Mark Farrington
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