Thematic Markets

Substack by Marvin Barth · launched Mar 27, 2022

Differentiated, value-added insights into the themes driving the global political economy and markets.

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Paid leaderboard

#207

Subscribers

3.0K

rounded by Substack

Paid subscribers

10+ paid

Paid plan

$100/mo

Podcast

Yes

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 22 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Posts

2

last 30 days

Reactions per post

13

average, recent posts

Reactions tracked

156

across 12 posts

Most-reacted post we have seen: The velvet glove — 26 reactions on Jun 20, 2026.

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Embed code<a href="https://stockmarketwatch.com/finance-newsletters/thematicmarkets"><img src="https://stockmarketwatch.com/finance-newsletters/thematicmarkets/card" alt="Thematic Markets — rank, subscribers and growth, tracked by Stock Market Watch" width="600" height="315" /></a>

Recent posts

• Episode 022: Competition for capital

  Sep 9, 20269 reactions5 comments0 restacks

• Observations: Marking to market

  Sep 8, 2026Paid4 reactions0 comments2 restacks

• Warsh cycle, Part II

  Jul 27, 2026Paid12 reactions2 comments1 restacks

• Episode 021: Alexander Stahel & Russia's endgame

  Jul 23, 202618 reactions2 comments3 restacks

• Episode 020: Sintra, forward guidance & the dollar

  Jul 8, 202615 reactions1 comments2 restacks

• Episode 019: "Macro Crypto" with Arthur Hayes

  Jun 24, 202616 reactions6 comments0 restacks

• The velvet glove

  Jun 20, 202626 reactions2 comments3 restacks

• Episode 018: Fed regime change

  Jun 10, 202613 reactions12 comments3 restacks

• Warsh cycle, Part I

  Jun 10, 2026Paid13 reactions1 comments5 restacks

• Valuing Bitcoin (Debasement Part III)

  May 29, 2026Paid14 reactions1 comments6 restacks

• Episode 017: "Mark"ing to market: Iran & China views

  May 27, 20267 reactions11 comments5 restacks

• Episode 016: Fed independence

  May 13, 20269 reactions0 comments5 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Thematic Markets. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 1, 2026.