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Hidden Forces
by DEMETRI KOFINAS
501 EPISODES
Nov 2025
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Why America Cannot Afford to Lose Another War | Marvin Barth
DEMETRI KOFINAS
Who Wins and Who Loses in the AI Economy | John Burn-Murdoch
DEMETRI KOFINAS
The Last Ship Out of Hormuz: Why the REAL Supply Shock Is About to Hit | Rory Johnston
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Here's Why Trump is in No Rush to Reopen the Strait of Hormuz | John Konrad
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The God Machine: Demis Hassabis and the Quest for Superintelligence | Sebastian Mallaby
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Why There Are No Good Options Left in the US War Against Iran | Gregg Carlstrom
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The Information State: Politics in the Age of Total Control | Jacob Siegel
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America's Gamble: Regime Change, Retreat, or State Collapse in Iran | Hamidreza Azizi
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What History's Greatest Currencies Tell Us About the Future of the Dollar | Barry Eichengreen
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When Empires Stop Building: The Iran War and the End of American Soft Power | Bruno Maçães
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The Iran War and the Limits of American Power | Joshua Landis
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The Coming Storm: Why 2026 Looks a Lot Like 1914 | Odd Arne Westad
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The Case for a Historic Reallocation to Emerging Markets | Sony Kapoor
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How Big Tech Weaponized the Internet and How to Fix It | Tim Wu
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How to Build the Perfect Portfolio | Cullen Roche
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The Last Bubble? Finding Value in a World on Fire | Jeremy Grantham & Edward Chancellor
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Why Europe Must Prepare to Go It Alone | Carlo Masala
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Iran's Counterrevolution & the Future of the Greater Middle East | Kamran Bokhari
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The Epstein Files Are Worse Than You Think | Patrick Boyle
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The Mattering Instinct: Our Desperate Need to Find Meaning | Rebecca Goldstein
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Trump's New Strategy for Latin America: Venezuela, Cuba, & the 'Donroe Doctrine' | Brian Winter
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Late-Cycle Investment Theory: Foundations for the Coming Decade | Nicolas Colin
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Trump's National Security Strategy: A Plan to Contain China or Carve Up the World? | Jamie Metzl
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AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman
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Diagnosing the Metacrisis: Reality & Meaning in Modern Life | Iain McGilchrist
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China Shock 2.0: State Capitalism at the Frontier | Dinny McMahon
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How to Navigate the New Investment Paradigm | Lawrence McDonald
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Investment Implications of the AI CapEx Boom | Chase Taylor
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Investing on the Front Lines of the AI Arms Race | Nathan Benaich
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A Practical History of Financial Markets | Russell Napier
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What Happens When Social Trust Collapses? | Peter Atwater
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Trump's Plan to Remake the Middle East | Kamran Bokhari
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The "Boomer Blues" and a Return to Faith | Roger Mitchell
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China's Quest to Engineer the Future | Dan Wang
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The End of Neoliberalism and the Coming Storm | Viktor Shvets
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Why America Needs a New China Strategy | Kurt Campbell & Rush Doshi
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Who Profits in a Post-American World? | Adam Posen
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Against the Machine: On the Unmaking of Humanity | Paul Kingsnorth
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How the Internet Went From Counterculture to Technofeudalism | Douglas Rushkoff
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How Stablecoins Will Transform Banking | Charles Calomiris
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Thematic Investing in an Age of Global Entropy | Marvin Barth
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The Great Rebalancing: Why Debt, Demographics, and Politics Will Crush Forward Returns | Sony Kapoor
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America Under Occupation: Truth, Power, & Imperial Decline | Jonathan Kirshner
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God Mode: The Technological Battle for Global Domination | Bruno Maçães
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Failed State: Inside Britain's Governance Crisis | Sam Freedman
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Investing in a World of Permanent Stimulus | Vincent Deluard
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The Final Phase of the Debt Supercycle | Edward Chancellor
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Stablecoins are Fueling a New Era of Dollar Dominance | Vance Spencer & Michael Anderson
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Why Japan's Elections Could Blow Up Global Bond Markets | Weston Nakamura
DEMETRI KOFINAS
Capital Flight, Trade Policy, and the Fate of the Dollar | Joseph Wang
DEMETRI KOFINAS