Seriously, Marvin?!

“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.”...”

“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.”...”

“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!”...”