Marvin is what Jeremy would call an evolved policy wonk. A PhD economist, Marvin’s career includes working for The Federal Reserve, the Bank for International Settlements, the US Treasury Department and several major Wall Street banks.
He has a well-informed and holistic view of the world and its core drivers, which should be interesting to everyone, but particularly those trying to understand how to position long-term investment portfolios in these chaotic and challenging times.
Jeremy was keen to speak to Marvin about his Global Entropy framework, which he first outlined on his “paid for” Thematic Markets service two years ago, but has recently republished along with an epilogue on his non-paywalled Substack, Seriously, Marvin!
In a wide-ranging discussion, they discussed what Global Entropy is and how it has commonly been interpreted by differing versions of cognitive dissonance or derangements among universalist liberal elites.
PIWORLD provides investors with the latest news and insight to listed companies and their management teams through either live or recorded results presentations, corporate overviews, management interviews and Capital Market Days. Together with interviews from leading fund managers, market specialists and esteemed private investors, we aim to keep the private investor community up to date and informed.
PIWORLD delivers high quality audio and video content to present anything from full-year and interim results to Capital Markets Days and corporate overviews. We bridge the gap between listed companies and the private investor community, who drive the share price and provide liquidity, providing a time and cost effective medium to reach this diverse and important audience.
