Hidden Forces
424 episodes - English - Latest episode: 15 days ago - ★★★★★ - 1.4K ratingsGet the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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Episodes
How Confidence Determines the Choices We Make | Peter Atwater
July 24, 2023 08:00 - 50 minutes - 46.2 MBIn Episode 320 of Hidden Forces, Demetri Kofinas speaks with Peter Atwater, a recognized expert on the impact of confidence on individual and group decision-making, which he examines in his book, “The Confidence Map: Charting a Path From Chaos to Clarity.” In today’s conversation, you are going to learn about the hidden role that confidence plays in the choices we make, and why events that are often described as being unprecedented are more often than not entirely predictable if we know w...
You Will Own Nothing: Your War with a New Financial World Order | Carol Roth
July 13, 2023 08:00 - 56 minutes - 53.4 MBIn Episode 319 of Hidden Forces, Demetri Kofinas speaks with Carol Roth, the author of “You Will Own Nothing: Your War with a New Financial World Order and How to Fight Back.” The argument that Carol makes in the book is that we are on the precipice of a new financial world order, one that will fundamentally change the fortunes of hundreds of millions if not billions of people across the western world. How this new financial world order is being brought about and the role being played by i...
The New Political-Economy | Russell Napier, Edward Chancellor, & Helen Thompson
July 03, 2023 14:00 - 49 minutes - 46.4 MBIn Episode 318 of Hidden Forces, Demetri Kofinas speaks with political and financial historians Edward Chancellor, Russell Napier, and Helen Thompson. All three have appeared individually on the podcast before and joined Demetri ahead of his latest Genius community dinner in London to discuss the changing nature of the international economic and political order. Many of the material changes we are experiencing today are driven by the reversal of multi-decade trends in demographics, global...
White Sun War: The Campaign for Taiwan | General Mick Ryan
June 26, 2023 08:00 - 47 minutes - 45 MBIn Episode 317 of Hidden Forces, Demetri Kofinas speaks with General Mick Ryan. Mick Ryan is an author, strategist, and retired major general who has commanded at multiple levels in the Australian Army and served in Iraq, Afghanistan, and East Timor. After decades of brinkmanship and confrontation, the United States and China finally go to war when China invades the island of Taiwan. This is the premise that General Mick Ryan explores in his latest book “White Sun War: The Campaign for Ta...
What the Fed’s Rate Decision Will Mean for Markets | Andy Constan
June 14, 2023 13:00 - 56 minutes - 53.6 MBIn Episode 316 of Hidden Forces, Demetri Kofinas speaks with Andy Constan about this week’s FOMC meeting and what the Federal Reserve rate decision could signal about the direction of interest rates, inflation, and economic growth. Will it be heralded as the long anticipate Fed pivot or seen as yet another head fake on our way toward “higher for longer,” serving as a drag on equity valuations and a headwind to economic growth? Because Andy’s analysis is largely quantitative and flows based...
Why You Should Care About Turkey’s Elections | Nicholas Danforth & Amberin Zaman
June 05, 2023 08:00 - 52 minutes - 49.8 MBIn Episode 315 of Hidden Forces, Demetri Kofinas is joined by Nicholas Danforth and Amberin Zaman to discuss the significance of the recent elections in Turkey for Turkish politics, the country’s complex relationship with its neighbors and allies in Europe and the United States, and for the Turkish economy, which has been teetering on the edge of a balance of payments crisis with no easy solution in sight. While much ink has been spilled by Western press outlets covering the recent electio...
America’s New Religions & the Cult of Self-Making | Tara Isabella Burton
May 29, 2023 08:00 - 59 minutes - 56 MBIn Episode 314 of Hidden Forces, Demetri Kofinas speaks with novelist, sociologist, and theologian Tara Isabella Burton about America’s new religions, the evolution of the self in contemporary culture, and what it all means for the future of Western society. Tara Isabella Burton’s writings about religion and culture provide some of the sharpest, most insightful commentary about contemporary life that you will find anywhere. Her two most recent books explore the revival of religious practic...
Why Is the Recession Taking So Long to Show Up? | Bob Elliott
May 18, 2023 08:00 - 1 hour - 57.2 MBIn Episode 313 of Hidden Forces, Demetri Kofinas speaks with Bob Elliott, the co-founder and CEO of Unlimited, a financial services firm that uses machine learning to create products that replicate the index returns of alternative investments. Demetri asked Bob onto the podcast to help sort through the noise of this latest financial news cycle as it pertains to the debt ceiling debate, regional bank stocks, the Fed’s fight against inflation, and where we find ourselves in the economic cyc...
What Generational Differences Tell Us About the Future | Jean Twenge
May 15, 2023 08:00 - 53 minutes - 50.6 MBIn Episode 312 of Hidden Forces, Demetri Kofians speaks with Jean Twenge, a researcher and professor of psychology who has written extensively about generational differences. Jean Twenge explains what we know about every generation born since 1925, arguing that the strongest candidate for explaining generational change is advancements in technology. Twenge spends the first hour discussing what we know about changes in fertility rates, political affiliation, income, wealth, sexuality, gen...
Origins of the Ukraine War & What Comes Next | Serhii Plokhy
May 08, 2023 08:00 - 46 minutes - 44 MBIn Episode 311 of Hidden Forces, Demetri Kofinas speaks with Serhii Plokhy, the director of the Ukrainian Research Institute at Harvard University and a leading authority on Ukraine, Russia, and Eastern Europe. Plokhii has published extensively on the international history of World War II and the Cold War and he joins Demetri to discuss the subject of his latest book on the Russo-Ukrainian war and the return of history. This is a conversation about national identity, the disintegration of ...
“We’re Gonna Get Those Bastards!” | Jared Dillian
May 01, 2023 08:00 - 1 hour - 73.6 MBIn Episode 310 of Hidden Forces, Demetri Kofinas speaks with writer and author Jared Dillian in what was originally aired as a Live Q&A for members of the Hidden Forces Genius Community. Jared is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals focused on gauging and capitalizing on changes in market sentiment. He’s also the author of several successful books including his most recent, “We’re Gonna Get Those Bastards,” which is about everything that is...
Understanding the Hoax of the Century | Jacob Siegel
April 24, 2023 08:00 - 50 minutes - 48 MBIn Episode 309 of Hidden Forces, Demetri Kofinas speaks with Jacob Siegel, a senior editor at Tablet magazine and the author of a widely shared article about disinformation titled, “A Guide to Understanding the Hoax of the Century.” The ‘hoax’ according to Siegel is the information war itself, which he believes conflates the anti-establishment politics of domestic populists with acts of war by foreign enemies turning the American people into targets of the US government and its intelligenc...
Disrupting the Battlefield: How Venture Capital is Changing Modern Warfare | Josh Wolfe
April 17, 2023 08:00 - 55 minutes - 52 MBIn Episode 308 of Hidden Forces, Demetri Kofinas speaks with Josh Wolfe, co-founder and managing partner at Lux Capital about the state of venture investing and how venture capital is disrupting the battlefield and changing the nature of warfare. Josh and Demetri spend the first hour of their conversation discussing the rise of narrative warfare and how social media, synthetic media, and historically high levels of public distrust in government and mainstream media institutions have made t...
How to Think About the Current Moment in A.I. | John Borthwick
April 10, 2023 08:00 - 58 minutes - 54.8 MBIn Episode 307 of Hidden Forces, Demetri Kofinas speaks with the founder and CEO of Betaworks, John Borthwick about the current moment in artificial intelligence. In John’s first appearance on the podcast in 2017, Demetri and he spoke about the challenges and opportunities present in the field of A.I. and how we could progress technologically into an immersive future of superintelligence and simulation without losing touch with our humanity. The incredibly rapid adoption of ChatGPT has cause...
Engineering Society and the Human Experience | Michael Sacasas
April 06, 2023 08:00 - 1 hour - 79.5 MBIn Episode 306 of Hidden Forces, Demetri Kofinas speaks with Michael Sacasas. Michael is the executive director of the Christian Study Center in Gainesville Florida and the author of The Convivial Society, a widely read newsletter about technology, culture, and the moral life. Demetri and Michael discuss how we are engineering society and the human experience in ways that could have irreversible effects on humanity’s future. Many of you may be wondering if this conversation is about A.I. N...
The Threats to US Dollar Hegemony | Daniel McDowell
March 30, 2023 08:00 - 44 minutes - 42.5 MBIn Episode 305 of Hidden Forces, Demetri Kofinas speaks with Daniel McDowell, the author of “Bucking the Buck,” a timely new book that seeks to establish a clear relationship between the heightened use of financial sanctions and the rise of “anti-dollar” policies designed to reduce an economy’s reliance on the US currency. Demetri and Daniel spend the first hour of their conversation examining the sources of Dollar hegemony, how the system works, and what allows the United States governmen...
Does the Fed Have Any Idea What It’s Doing? | Jeff Snider & Brent Johnson
March 27, 2023 08:00 - 1 hour - 80.5 MBIn Episode 304 of Hidden Forces, Demetri shares the recording from a Live Q&A he hosted on Thursday, March 23rd with Brent Johnson and Jeff Snider. The three discussed the FOMC’s latest rate hike decision and if the Fed is indeed as clueless as Jeff Snider believes or if there is a method to the madness as Brent and Demetri seem to suggest. They also speculate about what is likely to come after the current crisis and if it will lead to the birth of a new financial and monetary order. How and...
How to Manage Risk in the Coming Recession | David Rosenberg
March 22, 2023 08:00 - 52 minutes - 50 MBIn Episode 303 of Hidden Forces, Demetri Kofinas speaks with economist David Rosenberg. David is the founder and president of Rosenberg Research, an economic and financial market consulting firm that provides advice to thousands of retail and institutional clients across 40 countries. Demetri and David spend the first hour of their conversation discussing Rosenberg’s economic philosophy. David also shares lessons from his experience working in the finance industry since the early 1980s and...
Is the Banking Crisis Over or Has It Just Begun? | Jeff Snider
March 20, 2023 08:00 - 55 minutes - 51.9 MBIn Episode 302 of Hidden Forces, Demetri Kofinas speaks with Jeff Snider. Jeff is Chief Strategist for Atlas Financial and co-host of the Eurodollar University podcast where he untangles the inner workings of the global monetary and Eurodollar reserve currency system with implications for policymakers and investors. Jeff Snider has been ringing the alarm bell in anticipation of a panic inducing event like the bank failures we experienced last week for more than a year. In his last appearan...
What the Bailout of SVB Means for the Fed's Fight Against Inflation | Steven Kelly
March 13, 2023 22:50 - 33 minutes - 32.5 MBIn Episode 301 of Hidden Forces, Demetri Kofinas speaks with Steven Kelly about the government's decision to bail out depositors at Silicon Valley Bank and what this decision means for monetary policy and the Federal Reserve’s fight against inflation. This conversation was recorded on the morning of Monday, March 13th less than 24hrs after the Federal Reserve, the Treasury Department, and the FDIC came out with a joint statement assuring depositors at Silicon Valley Bank and Signature Bank...
How Our Brains Model Reality & the True Nature of the World | Iain McGilchrist
March 13, 2023 08:00 - 58 minutes - 54.9 MBIn Episode 300 of Hidden Forces, Demetri Kofinas speaks with Dr. Iain McGilchrist. Most people know Dr. McGilchrist for having authored “The Master and His Emissary” a book about what we popularly refer to as “the Divided Brain” and its role in the making of the modern world. It is Dr. McGilchrist’s view that we have systematically misunderstood the nature of reality, because we have depended on the aspect of our brains that is most adept at manipulating the world in order to bend it to ou...
What’s Happened to Consensus Reality? | Jon Askonas
March 06, 2023 09:00 - 51 minutes - 48.8 MBIn Episode 299 of Hidden Forces, Demetri Kofinas speaks with Jon Askonas a professor of politics at the Catholic University of America where he works on the connections between the republican tradition, technology, and national security. Jon is the author of a new series of essays for the New Atlantis titled “Reality: A Postmortem,” where he looks at the forces that have conspired to break consensus reality, and what it means for humanity and the world. The last few years in many Western c...
What Pre-WWII France Can Tell Us About America in 2023 | Jonathan Kirshner
February 20, 2023 09:00 - 55 minutes - 52 MBIn Episode 298 of Hidden Forces, Demetri Kofinas speaks with Professor of Political Science and International Studies at Boston College, Jonathan Kirshner. Dr. Kirshner belongs to the school of international relations known as “classical realism,” which places a unique emphasis on the role played by uncertainty and the need to grapple more seriously with the nuance of historical context, the governing ideologies and perspectives of different states, the quality of leadership, and the charact...
How to Balance Legitimacy & Power in a Fractured World | Sir Paul Tucker
February 13, 2023 09:00 - 57 minutes - 53.7 MBIn Episode 297 of Hidden Forces, Demetri Kofinas speaks with the former Deputy Governor of the Bank of England, Sir Paul Tucker. During his time at the BoE, Sir Paul sat on the bank’s monetary policy, financial stability, and prudential policy committees. He was a member of the G20 Financial Stability Board and a director of the Bank for International Settlements, which means he has worked at the highest levels of some of the most important policy-making bodies and research institutions in ...
The 1990s and the Cancellation of the Future | Chuck Klosterman
February 06, 2023 09:00 - 1 hour - 56.9 MBIn Episode 296 of Hidden Forces, Demetri Kofinas speaks with Chuck Klosterman, a bestselling author and essayist whose work focuses on American popular culture. His most recent book about the 1990s describes a decade that happened long ago, but not nearly as long ago as it seems. The 1990s happened between the fall of the Berlin Wall and the collapse of the Twin Towers. During that time, one presidential election was allegedly decided by Ross Perot while another was plausibly decided by R...
The Effect of China’s Reopening on Global Growth & Inflation | Shehzad Qazi
January 30, 2023 09:00 - 44 minutes - 42.2 MBIn Episode 295 of Hidden Forces, Demetri Kofinas speaks with Shehzad Qazi, the Managing Director of China Beige Book, which provides institutional investors and corporate decision-makers with market-leading insights derived directly from their nationwide proprietary data on the Chinese economy. China Beige Book CEO Leland Miller was previously on Hidden Forces to talk about the impact of Covid-19 on China’s economy and banking system, the latter of which has been a persistent source of weak...
What Comes After Secular Stagnation? | Barry Eichengreen
January 23, 2023 09:00 - 48 minutes - 45.5 MBIn Episode 294 of Hidden Forces, Demetri Kofinas speaks with Distinguished Professor of Economics and Professor of Political Science at UC Berkeley, Barry Eichengreen. In his first appearance on this podcast nearly five years ago, Dr. Eichengreen discussed the legacy of the Great Moderation, a multi-decade period of low inflation and positive economic growth that lasted between the mid-1980s and the onset of the Great Financial Crisis. Since then, developed economies have experienced a perio...
How Sanctions and Export Controls Weaponize Global Trade & Finance | Agathe Demarais
January 16, 2023 09:00 - 46 minutes - 44.4 MBIn Episode 293 of Hidden Forces, Agathe Demarais, the Global forecasting director at the Economist Intelligence Unit (EIU) and author of Backfire, joins us for a discussion about the ripple effects of US sanctions and export controls, how they are reshaping the global economy by weaponizing trade and finance, and the steps that countries are taking to insulate themselves from the US Dollar-based global financial and trading system. This episode is part of a series of conversations that we’...
Navigating the Converging Worlds of Macro & Geopolitics | Roger Hirst & Jacob Shapiro
January 09, 2023 09:00 - 51 minutes - 48.8 MBIn Episode 292 of Hidden Forces, Demetri Kofinas speaks with Roger Hirst and Jacob Shapiro. Roger has spent over two decades on the equity derivative desks at various investment banks and is currently the Managing Editor of Real Vision Creative Studios. Jacob is Partner & Director of Geopolitical Analysis at Cognitive Investments and Founder and Chief Strategist of the business and political risk consulting firm Perch Perspectives. Both Roger and Jacob are part of a small and highly talented...
Turkey-Syria & the New Geopolitics of the Greater Middle East | Joshua Landis
January 02, 2023 09:00 - 52 minutes - 49.9 MBIn Episode 291 of Hidden Forces, Demetri Kofinas speaks with Joshua Landis. Landis is the director of the Center for Middle East Studies at the University of Oklahoma and a widely recognized Syria expert. He was last on the podcast over three years ago to discuss the then-ongoing invasion of northern Syria by the Turkish military and the long-term withdrawal of American forces from the Middle East and Central Asia. The background for today’s conversation are the ongoing negotiations betwee...
What Is Silvergate Capital & Why Does It Matter? | Edwin Dorsey
December 28, 2022 09:00 - 3 minutes - 4.19 MBIn Episode 290 of Hidden Forces, Demetri Kofinas speaks with Edwin Dorsey. Edwin is the author of “The Bear Cave,” a financial newsletter focused on exposing corporate misconduct that regularly moves markets and is cited frequently in Bloomberg terminal breaking news alerts. Edwin was recently profiled in Institutional Investor and is part of a wave of new authors on Substack who are changing the landscape of financial journalism. Today’s conversation focuses on Silvergate, a little-known...
Are We Headed Towards a Monetary Breakdown? | Jeff Snider
December 26, 2022 09:00 - 55 minutes - 51.2 MBIn Episode 289 of Hidden Forces, Demetri Kofinas speaks with Jeff Snider. Jeff is Chief Strategist for Atlas Financial and co-host of the Eurodollar University podcast where he untangles the inner workings of the global monetary and Eurodollar reserve currency system with implications for policymakers and investors. The public often takes for granted the Federal Reserve’s ability to end economic recessions by engaging in what is popularly referred to as “money printing.” Unfortunately, the...
Why You Should Care About the Twitter Files | Renée DiResta
December 19, 2022 09:00 - 1 hour - 59.9 MBIn Episode 288 of Hidden Forces, Demetri Kofinas speaks with Renee DiResta about the recent revelations stemming from the Twitter Files, why we should care about them, and what we can do to fix the problems of unaccountable censorship and misinformation on social media. Renée is the technical research manager at the Stanford Internet Observatory, where she investigates the spread of narratives across social media and how actors leverage these networks to exert influence. She has advised C...
How Much of Crypto Is a Criminal Conspiracy? | James Block
December 15, 2022 22:57 - 49 minutes - 47 MBIn Episode 287 of Hidden Forces, Demetri Kofinas speaks with James Block. James is the author of Dirty Bubble Media, a popular substack account that publishes critical thought pieces about the crypto industry and which was recently featured in an Atlantic magazine article titled, “Crypto Was Always Smoke and Mirrors.” In this conversation, Demetri and James discuss what they believe is a multi-billion dollar criminal conspiracy that involves money laundering, tax evasion, sanctions evasio...
China's Plan to Decouple From the US Dollar | Diana Choyleva & Dinny McMahon
December 05, 2022 09:00 - 45 minutes - 42.9 MBIn Episode 286 of Hidden Forces, Demetri Kofinas speaks with Diana Choyleva and Dinny McMahon, the co-authors of a comprehensive new report that examines China’s plans to decouple from the dollar-based global trading and financial system. In this conversation, Choyleva and McMahon discuss Beijing’s rationale for wanting to transform the renminbi into an international currency, how the Chinese communist party is striving to make that transformation, why it might prove unattainable, and wh...
Crypto Contagion, Genesis, & the FTX-USDT Connection | Coffeezilla
November 28, 2022 09:00 - 57 minutes - 53.7 MBIn Episode 285 of Hidden Forces, Demetri Kofinas speaks with Stephen Findeisen, a fraud investigator who goes by the pseudonym "Coffeezilla” and runs an eponymous YouTube channel dedicated to exposing scams, con artists, and fraudsters. His work has been widely covered in the media including on the BBC and VICE and Coffeezilla himself was recently profiled in a feature article for the New Yorker. Stephen’s investigations into FTX, Tether, Digital Currency Group, and the continued fallout ...
America 2024, Ukraine Politics, & the Ubermensch | Marshall Kosloff
November 21, 2022 09:00 - 51 minutes - 48.6 MBIn Episode 284 of Hidden Forces, Demetri Kofinas speaks with Marshall Kosloff, the co-host of the Realignment podcast about the recent mid-terms, Trump’s announcement that he’s running for President of the United States in 2024, the politics of the Ukraine war, and an Ubermensch culture in tech that has influenced conversations about US domestic and foreign policy. The underwhelming performance of republicans in the 2022 mid-term elections has cast into doubt many pundits’ expectations abo...
The Downfall of FTX and Crypto’s Path Forward | Vance Spencer & Michael Anderson
November 14, 2022 16:18 - 54 minutes - 51.5 MBIn Episode 283 of Hidden Forces, Demetri Kofinas speaks with Vance Spencer and Michael Anderson about the downfall of FTX, the political back-story behind Sam Bankman-Fried’s legislative push to build a regulatory moat around his business empire, and the path forward for the crypto industry. As the crisis at FTX was unfolding, Vance received a call from none other than Sam Bankman-Fried. The two had never spoken before, but Vance had become recently critical of Sam’s efforts to lobby Wash...
Who is Sam Bankman-Fried and What Really Happened at FTX? | Marc Cohodes
November 14, 2022 15:00 - 55 minutes - 51.9 MBIn Episode 282 of Hidden Forces, Demetri Kofinas speaks with famed short seller Marc Cohodes about Sam Bankman-Fried, the recent bankruptcy of FTX, and the bigger story behind the alleged fraud that he and his network of enablers have perpetrated. Marc Cohodes has famously exposing numerous corporate frauds at great personal expense and risk to himself and his family. So, when Cohodes began raising the alarm earlier this year by publicly calling FTX a scam, while describing Sam Bankman-Fr...
Energy Security, Geopolitics, & the New Energy Order | Meghan O'Sullivan & Jason Bordoff
November 07, 2022 09:00 - 55 minutes - 52.5 MBIn Episode 281 of Hidden Forces, Demetri Kofinas speaks with Meghan O’Sullivan and Jason Bordoff. Meghan O’Sullivan is a former deputy national security adviser on Iraq and Afghanistan. She is currently Jeane Kirkpatrick Professor of the Practice of International Affairs at Harvard Kennedy School and a board member of the Belfer Center for Science and International Affairs at Kennedy School. She sits on the board of directors at Raytheon and the Council on Foreign relations, and is the North...
What are the Politics of a Fed Pivot? | Nick Timiraos
November 02, 2022 12:16 - 54 minutes - 51.1 MBIn Episode 280 of Hidden Forces, Demetri Kofinas shares the the audio from a live Q&A call that he recently hosted for members of the new Hidden Forces Genius tier with Wall Street Journal chief economics correspondent Nick Timiraos. These calls are part of our Investor Roundtable series and include discussions with experts who our members would like to hear more from and who they would like to have the chance to ask questions to directly. We had a chance to discuss some of the news coming o...
How Does China See the World? | Kaiser Kuo
October 31, 2022 08:00 - 55 minutes - 51.9 MBIn Episode 279 of Hidden Forces, Demetri Kofinas speaks with Kaiser Kuo. Kaiser is the host and co-founder of the Sinica Podcast, the editor-at-large of The China Project, and the former director of international communications for Baidu, China’s leading search engine. How does China see the world? What do we get wrong when talking about China? What are the central diving forces in Chinese politics? And what “does China want?” While concrete answers to such complex social and political ...
Conspiracy Theories: Why the Rational Believe the Irrational | Michael Shermer
October 26, 2022 08:00 - 54 minutes - 51.6 MBIn Episode 278 of Hidden Forces, Demetri Kofinas speaks with Michael Shermer. Michael is the Founding Publisher of Skeptic magazine. He hosts his own podcast, “The Michael Shermer Show,” and is the best-selling author of books like “The Believing Brain, “Giving the Devil His Due,” “The Moral Arch,” “The Mind of the Market,” and many more. Shermer's latest book titled "Conspiracy: Why the Rational Believe the Irrational" presents an overarching review of conspiracy theories—who believes them,...
The Rise of the Global Dollar System | Perry Mehrling
October 24, 2022 08:00 - 1 hour - 69.3 MBIn Episode 277 of Hidden Forces, Demetri Kofinas speaks with Perry Mehrling. Dr. Mehrling is Professor of International Political Economy at the Pardee School of Global Studies, Boston University, where he teaches courses on global money. He is perhaps best known for having pioneered the so-called “money view,” an economic framework that attempts to put the real-world practitioners’ view of financial markets into an academic perspective. Mehrling’s most recent book, “Money and Empire,” is...
How to Prepare the World for a Peaking China | Michael Beckley & Hal Brands
October 10, 2022 08:00 - 55 minutes - 52.2 MBIn Episode 276 of Hidden Forces, Demetri Kofinas speaks with Michael Beckley and Hal Brands, the authors of a recently published book titled “Danger Zone,” about how to prepare America and the world for a peaking China. The book argues that the conventional wisdom about the long-term strategic threat that China poses to the existing international order is fundamentally wrong. If a war between the US and China is to break out, it could happen much sooner than the US defense establishment prep...
Dollar Milkshake Wrecking Ball | Brent Johnson & Michael Kao
October 04, 2022 17:55 - 1 hour - 101 MBIn Episode 275 of Hidden Forces, Demetri Kofinas publishes the audio from a recent Twitter Spaces event featuring Brent Johnson and Michael Kao, who were both later joined on stage by Michael Nicoletos and Michael Howell for a dynamic conversation about the explosive appreciation in the relative value of the US Dollar, the sources of Dollar strength, and what could bring an end to its role as the main global reserve currency. Brent Johnson is CEO of Santiago Capital and the author of the “...
The Battle Over Semiconductors & US-China Competition | Chris Miller
October 03, 2022 08:00 - 54 minutes - 51.2 MBIn Episode 274 of Hidden Forces, Demetri Kofinas speaks with Chris Miller. Chris is Associate Professor of International History at the graduate school of global affairs at Tufts University. He is also the author of Chip War, which chronicles the geopolitical history of a decades-long battle to control the modern world’s most critical resource: the microchip (or semiconductor) and the commercial industry that supports it. We spend the first hour discussing the technological, commercial, an...
Why There Are Reasons To Be Hopeful About America | Scott Galloway
September 26, 2022 08:00 - 1 hour - 61.4 MBIn Episode 273 of Hidden Forces, Demetri Kofinas speaks with Scott Galloway. Scott is a professor of marketing at NYU’s Stern School of Business, a serial entrepreneur, a prolific media personality, and the author of four books. His most recent book, titled “Adrift,” attempts to tell the story of America—from the end of world war two to the present day—in order to understand how we arrived at this precarious moment in our nation’s history, the challenges that lie before, and what it will t...
The Rise of Inflation & the Great Demographic Reversal | Charles Goodhart
September 19, 2022 08:00 - 54 minutes - 51.2 MBIn Episode 272 of Hidden Forces, Demetri Kofinas speaks with economist and author Charles Goodhart. Professor Goodhart is widely recognized for his contributions to the fields of monetary economics and central bank policy and is famously associated with what we commonly refer to as “Goodhart's Law,” the stipulation that any observed statistical regularity ceases to function as an objective or accurate measure the moment that it becomes a target of public policy. Both professor Goodhart and...
Secular Inflation & the End of the Great Moderation | Nick Timiraos
September 12, 2022 08:00 - 50 minutes - 47.8 MBIn Episode 271 of Hidden Forces, Demetri Kofinas speaks with Nick Timiraos, the chief economics correspondent for The Wall Street Journal, where he covers the Federal Reserve and U.S. economic policy. Timiraos is also the author of Trillion Dollar Triage, a detailed account of the day-by-day and sometimes hour-by-hour policymaking by Federal Reserve officials during the heights of the Covid-19 pandemic and subsequently between 2020-2021. The first part of this conversation focuses on the ...