Hidden Forces

Failed State: Inside Britain’s Governance Crisis | Sam Freedman

Investing in a World of Permanent Stimulus | Vincent Deluard

The Final Phase of the Debt Supercycle | Edward Chancellor

Stablecoins are Fueling a New Era of Dollar Dominance | Vance Spencer & Michael Anderson

Why Japan’s Elections Could Blow Up Global Bond Markets | Weston Nakamura

Capital Flight, Trade Policy, and the Fate of the Dollar | Joseph Wang

Investing in the Chaos: Macro Signals in a Bot-Filled World | Le Shrub

Trump Doctrine: A New Era of Gunboat Diplomacy | Stephen Walt

Tehran to Taipei: the Risks of Strategic Overreach | Dmitri Alperovitch

The Party Comes First: Power & Politics in Xi's China | Joseph Torigian

Trump vs. Musk: One Big Beautiful Blowup | Lawrence Fossi

The Case for a New U.S. Industrial Policy | Ian Fletcher

In The Future China Will Be Dominant & the US Irrelevant | Kyle Chan

The Path Through Financial Repression | Charles Calomiris

Empire of AI: Inside OpenAI’s Race to Conquer the Future | Karen Hao

Narrative Collapse & the Search for New Theories | Pippa Malmgren

Dangerous Dependency: Apple & the Rise of China | Patrick McGee

Wealth Preservation During a Fourth Turning | Russell Napier

How To Monetize Government Policy | Mark Spindel

Trump’s First 100 Days and What Comes After | Neil Howe

Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein

The Economic Fallout from Trump’s China Tariffs | Shehzad Qazi

Capital Wars and the Death of Fiscal Illusions | Paulo Macro & Le Shrub

The Hundred Year Pivot | A New Podcast Series by Demetri Kofinas and Grant Williams

Are We About to Enter the First White-Collar Recession? | James van Geelen

Why Fiscal Policy Is What Really Matters For Investors | Kevin Muir

Navigating the Twin Crises of the 2020s | George Friedman

Is the US at Risk of Losing the Long-Game to China? | Rush Doshi

Living In Wonder: Finding Mystery and Meaning in a Secular Age | Rod Dreher

Ending the Ukraine War: A Reset in U.S.-Russia Relations? | Andrea Kendall-Taylor & Michael Kofman

A Turning Point for Value Investing | Mark Holowesko

Navigating the Fourth Turning: Power, Technology, & Moral Decline | Demetri Kofinas

Taking the Chainsaw to Argentina's Bureaucracy | Federico Sturzenegger

Is a Libertarian Revolution Underway in Argentina? | Bowtied Mara

Finding Value in an Upside-down World | Charles Heenan & Geoff Legg

What’s Driving the Rise in Long-Term Bond Yields? | Jim Bianco

Extinction of Experience: Being Human in a Disembodied World | Christine Rosen

Investing in Argentina, AI, and More in 2025 | Zach Abraham & Chase Taylor

The Fall of Damascus and the New Geopolitics of the Middle East | Kamran Bokhari

Will AI Generate a New Growth Wave of Creative Destruction? | Herman Mark Schwartz

National Capitalism & Death of the International Monetary System | Russell Napier

The End of the German Economic Miracle | Wolfgang Münchau

De-banking, Censorship, and the Right to Die | Rupa Subramanya

Why the Fed Risks Losing Control of the Bond Market | Andy Constan

Semiconductors, Tariffs, & Chip Restrictions Under Trump | Chris Miller

Who Is Going to Win the 2024 U.S. Elections? | Henry Olsen

Turning Point: A New Security Order in the Middle East? | Joshua Landis

Financial Markets and the AI Revolution | Adam Butler

Moving From an Income-Driven to a Credit-Driven Cycle | Bob Elliott

Why the Fed’s Rate Decision Marks a Profound Shift in Monetary Policy | James Aitken