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Hidden Forces

Author: Demetri Kofinas

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Get 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.
383 Episodes
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In Episode 360 of Hidden Forces, Demetri Kofinas speaks with Victor Haghani about his book “The Missing Billionaires” and what a growing body of literature has to say about sensible wealth management and how to invest for the long term. Haghani started his career at Salomon Brothers in 1984, where he became a Managing Director in the bond-arbitrage group, and in 1993, he was a co-founding partner of Long-Term Capital Management. He founded Elm Wealth in 2011 to help clients, including his own family, manage and preserve their wealth with a thoughtful, research-based, and cost-effective approach that covers not just investment management but also broader decisions about wealth and finances. In the episode’s first hour, Haghani explains his investment philosophy and his firm’s approach to portfolio construction and management, including core financial concepts central to his framework, like expected utility, lift vs. drag, standard deviation as a measure of risk, variance, the shape of return distributions, and how to optimize position sizing and manage portfolio risk in a manner that is both rational and appropriate to your personal objectives and risk preferences. In the second hour, Victor explains Elm Wealth’s process for onboarding new investors, including how they measure personal risk preferences, their advice on how to approach investing and spending in older age, how to take into account one’s primary income stream when making investment decisions, tax-loss harvesting, and much more. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 04/16/2024
In Episode 359 of Hidden Forces, Demetri Kofinas speaks with Economist Lacy Hunt about America’s national savings and debt crisis. Dr. Hunt is the Executive Vice President and Chief Economist of Hoisington Investment Management Company. He previously served as Chief U.S. Economist for the HSBC Group, as Executive Vice President and Chief Economist at Fidelity Bank, and as Senior Economist for the Federal Reserve Bank of Dallas during the course of a 55-year career studying markets and the economy. In the first hour, Lacy Hunt shares his broad assessment of how the global economy is doing and the monetary and cyclical economic indicators he relies on to make that assessment. He and Demetri discuss the increased role of the US Treasury as an economic policy actor in the post-pandemic period and the concerning decline in the net national savings rate. They also discuss whether the neutral rate of interest, a hotly debated topic among economists, is moving lower, and what this means for trend growth, interest rates, and inflation. In the second hour, Dr. Hunt explains why he believes that the Fed has been able to raise interest rates by more than 500 basis points in less than two years without inducing a recession. Is this because other causal factors have remained more accommodative, or have the lags just grown longer and more variable, and if so, why? What does this tell us about the business cycle and the effectiveness of monetary policy? He and Demetri also discuss the chronically high fiscal deficits and the implications of trying to reduce them in an environment where the economy is becoming more dependent on government spending to boost economic growth, support critical national investments in energy and defense, and contribute to the private savings of the economy. Finally, Lacy Hunt explains why he believes that demographics are destiny and how trends in population growth, fertility rates, and family formation in many developed countries will impact growth and inflation in the years to come. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 03/26/2024
In Episode 358 of Hidden Forces, Demetri Kofinas speaks with Anne Stevenson-Yang, the founder of J Capital Research, which publishes highly diligenced research reports on over-valued, publicly traded companies, with a particular focus on China. Anne is also the author of several books on China and the Chinese political economy, including “Hello Kitty” and “Wild Ride: A Short History of the Opening and Closing of the Chinese Economy.” The first hour of this episode is a conversation about the history of the Chinese economic miracle, as seen through the eyes of someone who experienced those changes firsthand. Anne recounts the early phases of China’s liberalization in the 1980s, the post-Tiananmen political crackdown and subsequent rapid growth of the 1990s, and how the Asian Financial crisis at the end of that decade set the scene for the go-go years of the early 2000s, culminating in the Beijing summer Olympics and the 2008 financial crisis, which was in many ways a crisis enabled by the trade and capital imbalances of China’s export-driven growth model and rapid economic integration into the global economy. In the second hour, Anne and Demetri explore the China that has emerged under the leadership of Xi Jinping and why Anne believes that this represents a dark turn for the country. They discuss the enduring impact of COVID-19 on China’s economy, on the psychology of its people, and how the communist party’s response to the pandemic showcased the country’s systems of surveillance, including its social credit system, which has its own analog in the form of Western social media and surveillance companies. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 03/19/2024
In Episode 357 of Hidden Forces, Demetri Kofinas speaks with the CEO of CrossBorder Capital, Michael Howell, about the run-up in gold and bitcoin prices and whether this signals the return of "money printing" driven by overwhelming government debt and deficit payments. Michael Howell has had the most accurate economic and financial forecasts of any analyst Kofinas has spoken with in the last several years. Demetri asked him back on the podcast to help explain why risk assets continue to outperform despite higher interest rates and what new all-time highs in gold and Bitcoin signal about global liquidity and investor confidence in the integrity of fiat currencies as reliable stores of value amid skyrocketing government debt and deficits. In the first hour, Michael breaks down the indicators he relies on to make his forecasts and why he expects economic growth and inflation to reaccelerate this year and into 2025. In the second hour, Howell forecasts which assets and asset classes he thinks will outperform, the direction of interest rates, the steepening of the yield curve, and how the expiration of the bank-term funding program (BTFP), the draw-down in the reverse repo facility (RRP), and a temporary decline in liquidity from tax payments could create buying opportunities for investors over the next several months. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 03/13/2024
In Episode 356 of Hidden Forces, Demetri Kofinas speaks with Paul Triolo, Senior Vice President for China and Technology Policy Lead at Albright Stonebridge Group, where he advises clients in technology, financial services, and other sectors as they navigate complex political and regulatory matters around the world. This episode was inspired by an article Paul recently published for American Affairs titled “A New Era for the Chinese Semiconductor Industry.” In it, he examines how semiconductor export controls levied by the US Commerce Department have been received in Beijing and how China's domestic semiconductor ecosystem has responded. Paul and Demetri spend the first hour of the episode assessing the state of the Biden administration’s strategic competition with China in the area of semiconductors. Specifically, they ask (1) what are the administration’s goals, (2) are those goals clear to Western companies that have depended on selling into the Chinese market for a large share of their revenues, (3) and is the administration itself clear on what it wants to accomplish with these efforts? In the second hour, they examine the fallout from the 2022 and 2023 semiconductor export controls, including some of the unintended consequences that could adversely impact major players in the Western semiconductor ecosystem over the long term. They discuss the Chips Act and whether more needs to be done to support America’s domestic semiconductor industry. They also do a deep dive into China’s response to these measures, including a new top-down approach to industrial policy and fully supporting open-sourced hardware architectures as a way to protect their companies from further restrictions. Lastly, they examine China’s success in electric vehicles and whether this is a harbinger of what could happen in other sectors if American policymakers are not careful. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. For a 50% discount to American Affairs, use the code “HIDDENFORCES24” during checkout. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 03/05//2024
In Episode 355 of Hidden Forces, Demetri Kofinas speaks with mythologist and storyteller Joshua Schrei about the cultural, social, and political consequences of the rise of Artificial Intelligence. According to Joshua, humanity is entering an era whose only corollary is the stuff of fairy tales and myths. Powers that used to be reserved for magicians and sorcerers are no longer metaphorical, and it’s unclear if humanity has the tools and initiatory frameworks to use them responsibly. What’s at stake is our civilization, something that was obvious to the creators of the atom bomb but which seems less salient today, even though the risk of societal collapse stemming from the proliferation of AI and its associated technologies is arguably much greater. In the first hour of their conversation, Josh and Demetri discuss the role of magic, the desire for animacy, the burden of the Anthropocene, and why we keep gravitating toward powers that might kill us. In the second hour, they examine what life in a post-scientific era could be like, whether mass hysteria and a collective unmooring from reality are symptoms of the “AI moment,” and whether what we are living through today is really a spiritual crisis that cannot be solved through technological innovation, medication, or the endless pacification of media and entertainment You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. You can listen to The Emerald Podcast here and support the work Joshua is doing through Patreon here. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 02/28/2024
In Episode 354 of Hidden Forces, Demetri Kofinas speaks with investigative journalist Byron Tau, who specializes in law, courts, and national security, about how a hidden alliance between technology companies and the government is creating a new American surveillance state. Many of you are probably thinking, “Yeah, I know this. We all have cell phones. They have GPS trackers, and my phone calls are being monitored. Tell me something I don’t know.” Yet, the truth is that our smartphones, wearable devices, networked homes, credit cards, and even the tires we drive on emit an overwhelming amount of data revealing details about our lives, daily habits, and most intimate behaviors that would astonish you. That data is being captured and available for sale, and the U.S. government is its biggest customer. In the first hour of this conversation, you will learn that in the years after 9/11, the U.S. government, working with scores of anonymous companies, built a foreign and domestic surveillance apparatus that can peer into the lives of nearly everyone on the planet. This cottage industry of data brokers and government bureaucrats has one directive—“Get everything. Get it all.” The result is something resembling a sci-fi dystopia, like an episode out of Black Mirror, and the public knows virtually nothing about it. In the second hour, Byron and Demetri discuss the near-term implications of this surveillance state for American democracy, personhood, and freedom. They discuss the role of TikTok and other foreign companies and actors that are able to access this same data marketplace. They discuss the role of agent provocateurs and how location-based applications can be used to foment riots and manipulate people into mobs and other forms of collective action. They also discuss the role of prominent voices on the American right and what they leave out when discussing censorship in media. Most importantly, they discuss what can be done through legislation and regulation to restrain government agencies and private companies operating in the surveillance economy and what you can do on a personal level to mitigate these entities’ and actors’ access to your private life. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 02/20/2024
In Episode 353 of Hidden Forces, Demetri Kofinas speaks with Charles Duhigg. Duhigg is a Pulitzer Prize-winning journalist and best-selling author whose latest book, Supercommunicators, examines how we can all learn to become better at hearing one another and forge more meaningful and authentic connections with the people around us. This episode will provide you with a framework for understanding the three different types of conversations we all engage in, whether we’re aware of it or not, and how this understanding can help improve your life and make you a supercommunicator. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 02/12/2024
In Episode 352 of Hidden Forces, Demetri Kofinas speaks with Daniel Peris. Daniel is a Senior Portfolio Manager at Federated Investors, overseeing the firm's dividend-focused products. He’s also the author of four books on investing, including his most recent: "The Ownership Dividend: The Coming Paradigm Shift in the Stock Market.” Daniel and Demetri spend the first hour of their conversation discussing the relevant history that explains how the stock market went from a mostly cash-based system where all or almost all companies if they weren’t in distress, paid dividends to a public investment landscape driven entirely or almost entirely by near-term share price movements. The second hour provides listeners with more actionable information about how to position oneself to profit from a paradigm shift in markets that Daniel argues is already underway. They discuss the pros and cons of dividend investing, how Daniel approaches portfolio construction regarding dividend-yielding stocks, and how the changes he forecasts will alter the investment landscape and economic opportunities for businesses and workers alike. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 02/05/2024
In Episode 351 of Hidden Forces, Demetri Kofinas speaks with Stephen Hsu, a Professor of Theoretical Physics and Computational Mathematics, Science, and Engineering at Michigan State University. Stephen is also the co-founder of multiple companies, including Genomic Prediction, which provides preimplantation genetic screening services for human embryos, and SuperFocus.ai, which builds large language models for narrow enterprise use cases. This is a conversation about some of the most important advancements and trends in genomic science and artificial intelligence, including the social and ethical dilemmas arising from implementing these technologies at scale. Stephen and I discuss the competitive landscapes in both industries, how America’s geostrategic competition with China is driving tradeoffs between innovation and safety, the risks and opportunities that these revolutionary technologies pose, and how the world’s largest companies, economies, and military powers can work together to reap the benefits of this revolution while averting some of their most disastrous potential consequences. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 01/31/2024
In Episode 350 of Hidden Forces, Demetri Kofinas speaks with the Deputy Editor of Asia Times, David Goldman. In his previous life, David served in the Defense Department’s Office of Net Assessment for the National Security Council as head of fixed-income research at Bank of America and as head of credit strategy at Credit Suisse. His books include How Civilizations Die and You Will Be Assimilated: China’s Plan to Sino-Form the World. David Goldman’s perspective is unique among American analysts and reflects the breadth and depth of his knowledge and experience working in national security, international finance, and a journalist writing about China. In the first hour of today’s episode, Kofinas and Goldman discuss China’s history, its economy, and its strategic vision for global hegemony, as well as what it will mean for American and European citizens if China comes to dominate the key technologies of the 21st century. In the second hour, they look at where our leadership in the United States has come up short and why we have failed to adopt an industrial policy that will restore our economic power and help consolidate domestic support for a multi-decade strategic competition with the People’s Republic of China. David and Demetri discuss what Washington can do differently, including when it comes to key technologies like semiconductors, the urgency with which we must adapt our policies to this challenge, and who in Washington we can look to for leadership in this extraordinarily perilous time for the country. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 01/16/2024
In Episode 349 of Hidden Forces, Demetri Kofinas speaks with author and essayist Meghan O'Gieblyn, who writes on matters of philosophy and religion for The New Yorker, Harper's Magazine, The Guardian, and other publications. Meghan O'Gieblyn shares her personal journey growing up in a fundamentalist Christian community. She talks about the disillusionment she experienced upon leaving the faith, her forays into transhumanism and other alternative theories of consciousness, and what she thinks is really going on: what is the nature of reality, is consciousness fundamental to the universe, and what happens to us when we die? In the second hour, Demetri and Meghan O'Gieblyn examine what it means to live in a digitally intermediated and surveilled society and what philosophy can tell us about the advancements being made in artificial intelligence. They consider why this technology is unlike anything else that human beings have previously created and why its development and unrestricted application put at risk not only our lives but also our humanity. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 01/09/2024
In Episode 348 of Hidden Forces, Demetri Kofinas speaks with Kamran Bokhari. Kamran is the Senior Director of the Eurasian Security & Prosperity Portfolio at the New Lines Institute for Strategy & Policy. He has served at the U.S. State Department and as a Senior Consultant with the World Bank. Kamran came on the podcast three months ago to discuss the violence ignited by Hamas’ October 7th attacks against Israel and the nature and scope of Iran’s involvement. Demetri asked him back on to re-examine how the war in Gaza is going and whether he still thinks that we could be headed for another major war in the Middle East. They spent the first hour discussing Israel’s bombardment and offensive in Gaza, the strategic objectives of Israel’s leaders, and whether they’re achieving those objectives. They also discuss Netanyahu’s political future and that of his governing coalition, the future of Israeli politics, and whether any hope remains for a negotiated peace process that could lead to a viable and independent Palestinian state. In the second hour, they broaden their focus to encompass the larger Middle East, including Iran, Turkey, Saudi Arabia, the Houthis, and Hezbollah. They discuss how all of these different actors are repositioning themselves by exploiting the growing disorder for their own advantage as the Biden administration struggles to stabilize a region that may be on the verge of another major war. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 01/04/2024
In Episode 347 of Hidden Forces, Demetri Kofinas speaks with Marianne Williamson. Marianne is a bestselling author, political activist, and spiritual leader who is currently running for the Democratic presidential nomination in the 2024 primaries. Marianne shares stories from her childhood in the 1960s and the journey that led her to become one of America's most recognizable spiritual teachers by the early 1990s. She explains her decision to enter politics, first as a candidate for Congress in 2014 and now in her run for the Democratic presidential nomination. Demetri and Marianne discuss her views about the absence of the human spirit in conversations about public policy, as well as the urgent need to confront concentrations of private power, especially in the areas of our economy commonly associated with “Big Tech.” Demetri also asks Marianne how someone like her, who preaches about love and compassion, would lead such a militarized society during a time when the international system seems to be coming apart, and wars of opportunity and conquest are breaking out everywhere. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/29/2023
In Episode 346 of Hidden Forces, Demetri Kofinas speaks with Professor of American History at the University of Cambridge, Gary Gerstle. Dr. Gerstle is the author and editor of more than ten books, including the “Rise and Fall of the New Deal Order,” and his most recent, “The Rise and Fall of the Neoliberal Order,” which was chosen as a Best Book of 2022 by the Financial Times and Prospect Magazine. Gerstle and Kofinas spend the first hour of their conversation discussing the last one hundred years of American history, which spans two political orders—that of the New Deal Order, which ascends in the early 1930s and comes apart in the mid-to-late 1970s and the Neoliberal Order, which begins its rise in the late 1970s-to-early-80s and starts to disintegrate in the mid-2010s during Obama’s second term in office and the election of Donald Trump. The second hour of their conversation is devoted exclusively to understanding the rise and fall of the Neoliberal Order and how the excesses of that period have created the conditions for the political, economic, and social crises that are currently gripping the nation. Gerstle and Kofinas also speculate about what may come out of this period, what a new order could look like, what the various factions are that will drive it forward, and what policy ideas, priorities, and ideological frameworks are likely to animate it.   You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/26/2023
In Episode 345 of Hidden Forces, Demetri Kofinas speaks with Vance Spencer and Michael Anderson about whether we are in a new crypto bull market. Mike and Vance are the founders of Framework Ventures, one of the largest venture capital firms in crypto. They have been on the podcast several times before to discuss their investment outlook for crypto, particularly decentralized finance and blockchain-based gaming. You can easily find those previous appearances in the related tab on this week’s episode page. In this end-of-year episode, Demetri asks the Framework team about their 2024 crypto investment outlook and whether they think the recent price run-up marks the beginning of a new crypto bull market. They discuss the anticipated introductions of the first Bitcoin and Ethereum ETFs, the Ethereum roadmap and recent upgrades to its protocol, blockchain-based gaming, regulation, and much more. Because this conversation deals with investing, nothing that we say on this podcast can or should be viewed as financial advice. All opinions expressed by him and his guests are solely our own opinions and should not be relied upon as the basis for financial decisions. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/20/2023
In Episode 344 of Hidden Forces, Demetri Kofinas speaks with oil analyst and researcher Rory Johnston about what’s driving the fall in oil prices and how likely it is to continue. Rory shares his thoughts on investor positioning, growth in US oil production, recent M&A activity in the oil sector, OPEC production cuts, geopolitical risk in Guyana, as well as in the Strait of Hormuz, and much more. Today’s episode was originally recorded as a live Q&A for members of the Hidden Forces Genius Community. If you’re interested in learning more about the Genius community, our private dinners, in-person events, and how to become a member, you can do that at HiddenForces.io/Subscribe, where you can also subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/13/2023
In Episode 343 of Hidden Forces, Demetri Kofinas speaks with Diana Pasulka, a professor of religious studies who writes and teaches about the history of the Catholic tradition and new religious movements. Her work in this field has led her to study UFOs, or what we now call Unidentified Anomalous Phenomena (UAP), about which she has written two books: American Cosmic and Encounters, both of which form the basis for much of this conversation. In the first hour of their conversation, Pasulka and Kofinas discuss why so many people with reputable track records and prestigious positions in academia, government, and the private sector have devoted and continue to devote their lives to investigating this phenomenon. They also discuss what it is that is being alleged by people who claim to have knowledge of the UAP and UFO phenomenon and what sorts of explanations make sense in the context of what we know to be true today. The second hour of their conversation is devoted to answering two fundamental questions. The first has to do with the nature and operational structure of government. Specifically, how is it that the United States Congress—the most powerful legislative body in the world—has been unable to get the answers to basic questions about secret UAP programs allegedly run out of government agencies and military contractors? Second, if some of what is discussed in the first hour is true, what else must be true, and what underlying assumptions about the world, our perception of it, and our place in it need to be re-evaluated or discarded altogether? You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, including Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone from our team will get back to you. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/08/2023
In Episode 342 of Hidden Forces, Demetri Kofinas speaks with Rudy Havenstein, the owner and operator of a satirical Twitter account that regularly mocks Western policymakers and politicians for their endless wars, corporate bailouts, and tone-deaf public statements about the economy, American foreign policy, and the state of American democracy. Demetri asked Rudy on the podcast in order to understand what he feels has gone wrong in America and what it would take for voters like him to feel that the country is moving in the right direction. This conversation is meant to be accessible to anyone, irrespective of your beliefs, preconceptions, or pre-existing knowledge about the subjects that Kofinas and Havenstein explore in this episode. The first hour is devoted to understanding Rudy’s perspective, how he grew up, his experience of America as a young man in the 1960s and 70s, how the country has changed in the intervening decades, and what his central grievances are against the ruling class and the government in Washington. In the second hour, Rudy and Demetri discuss how those who care about the future of American and Western democracy can engage constructively in solutions that move the country forward. What is the story that we need to tell ourselves about who we are and what we’re capable of that will help bring this country together during one of the most precarious times in our history?  You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, including Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone from our team will get back to you. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/01/2023
In Episode 341 of Hidden Forces, Demetri Kofinas speaks with Tom Wheeler, the former Chairman of the Federal Communications Commission (FCC) and the author of the recently published book “Techlash: Who Makes the Rules in the Digital Gilded Age?” Wheeler and Kofinas spend the first hour of their conversation discussing Tom’s time leading the FCC, what he learned during his time there  about the policy-making process and the challenges of regulating Big Tech, how industrial era regulations and agencies are ill-suited for overseeing today’s 21st century digital economy, and what’s at stake if we don’t get it right. In the second hour of their conversation, Tom and Demetri get into specific policy and regulatory proposals for dealing with both social media and artificial intelligence by challenging some of the false dichotomies and tribal biases that have dominated this conversation in recent years. They look at ways of incentivizing social media platforms to produce better quality information that reduces the incidence of costly externalities like rising rates of anxiety and depression among children, while cutting across political and ideological lines. Tom Wheeler also discusses President Joe Biden’s recently signed executive order on AI and the challenges of regulating this profoundly disruptive and potentially dangerous new technology. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone from our team will get back to you. If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 11/27/2023
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Comments (16)

Regina Burkhart Graham

what a nothing-burger that was...

Dec 15th
Reply

Stephen Bau

Language is no longer a barrier 4:00

Nov 27th
Reply

Rob

Asking an oil company friend to speak about climate change and not going deeper into that question takes away all the credibility of the show. Unsubscribing.

May 18th
Reply

Eric Raymond Igou

Erich Fromm's work was largely about the discussed topic. I recommend 'Escape from Freedom' (1941). Note also what is being discussed as 'loneliness' is not new phenomenon, just more extreme. The term 'alienation' has been used in the literature, too.

Apr 5th
Reply

Jimmy Bobby

This guy spends too much time debating imaginary opponents.

Mar 4th
Reply

Steve Craig

What a great conversation! You exchange ideas on a level that is so rare these days! Keep up your amazing work, and thanks!

Jul 24th
Reply

unk_anon

it's June 24th...and we haven't had the massive military takeover suggested by the host.

Jun 24th
Reply

pepper

Not informative and generally naive discussion from 2 obviously smart individuals.

May 13th
Reply

unk_anon

yeah, this guy seemed so Anti-American. Ridiculous to believe the Chinese...who are now see reinfections.

Apr 1st
Reply

Jimmy Bobby

lol he believes China's data. What a joke. I can't even listen to this.

Mar 21st
Reply

Mike Coffey

Months back I listened to Hidden Forces podcast where Chinese espionage, intellectual and technological theft were discussed also mentioned how basically all companies based in China were government run / controlled. It was an excellent episode that I'd like to listen to again but can't seem to find it; wondering if it's been deleted as some may have thought it wasn't politically correct enough. If by chance it is still is in the archives and I've missed it, it would be much appreciated if someone knew and could mention the title. A channel that is willing to intelligently discuss the reality of world affairs as was covered, is a podcast I'd gladly pay to subscribe to.

Feb 2nd
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Olga Musayev

I really like this podcast. I like how the host becomes very engaged with the guest and digs into the arguments. I don't share some of the views, but that does not make it any worse -- very fun to argue mentally while listening.

Nov 16th
Reply

Jordan Jackson

so good omg

Oct 30th
Reply (1)

Ryan McHutchon

sounds like the Roman Empire

Oct 27th
Reply

Pete Jan

Shorting the Canadian banks is not a good trade. Our situation is unlike the US in 2008. Look into CMHC (not the same as Freddie and Fannie) as well as policies put in place to reduce foreign investments. There may very well be a bubble but the banks do not have the exposure that the US banks did in 2008. I agree that debt levels are high and that is of concern.

May 11th
Reply
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