Seriously, Marvin?!
Where the consensus ends and curiosity begins.
By subscribing, I agree to Substack’s Terms of Use and acknowledge its Information Collection Notice and Privacy Policy
“Marvin typically writes for sovereign wealth funds and hedge fund CIOs but he is now opening up his thinking to a broader audience. Until now, his insights were the preserve of those with access to a Bloomberg terminal and the budget to match.
Seriously Marvin?! is free so if you value thinking that is rigorous yet readable, contrarian yet considered, this is a great Substack.”
Joy Dafinone, The Joy of Accounting
“Check out Marvin, seriously! Independent strategic macro, markets, central banks, and more analysis. And for an-depth view on tariffs, inflation and Fed see our podast today on Central Bank Central.”
Kathleen Hays, Kathleen Hays Presents: Central Bank Central
“Marvin's deep dives are legendary. Now, he has a higher frequency, topical substack that keeps you plugged into the latest themes percolating in his large brain!”
Mark Farrington, Dollar Watchtower