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Hidden Forces
by DEMETRI KOFINAS
466 EPISODES
Yesterday
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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
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Capital Flight, Trade Policy, and the Fate of the Dollar | Joseph Wang
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Investing in the Chaos: Macro Signals in a Bot-Filled World | Le Shrub
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Trump Doctrine: A New Era of Gunboat Diplomacy | Stephen Walt
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Tehran to Taipei: the Risks of Strategic Overreach | Dmitri Alperovitch
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The Party Comes First: Power & Politics in Xi's China | Joseph Torigian
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Trump vs. Musk: One Big Beautiful Blowup | Lawrence Fossi
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The Case for a New U.S. Industrial Policy | Ian Fletcher
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In The Future China Will Be Dominant & the US Irrelevant | Kyle Chan
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The Path Through Financial Repression | Charles Calomiris
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Empire of AI: Inside OpenAI’s Race to Conquer the Future | Karen Hao
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Narrative Collapse & the Search for New Theories | Pippa Malmgren
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Dangerous Dependency: Apple & the Rise of China | Patrick McGee
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Wealth Preservation During a Fourth Turning | Russell Napier
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How To Monetize Government Policy | Mark Spindel
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Trump’s First 100 Days and What Comes After | Neil Howe
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Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein
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The Economic Fallout from Trump’s China Tariffs | Shehzad Qazi
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Capital Wars and the Death of Fiscal Illusions | Paulo Macro & Le Shrub
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The Hundred Year Pivot | A New Podcast Series by Demetri Kofinas and Grant Williams
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Are We About to Enter the First White-Collar Recession? | James van Geelen
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Why Fiscal Policy Is What Really Matters For Investors | Kevin Muir
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Navigating the Twin Crises of the 2020s | George Friedman
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Is the US at Risk of Losing the Long-Game to China? | Rush Doshi
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Living In Wonder: Finding Mystery and Meaning in a Secular Age | Rod Dreher
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Ending the Ukraine War: A Reset in U.S.-Russia Relations? | Andrea Kendall-Taylor & Michael Kofman
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A Turning Point for Value Investing | Mark Holowesko
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Navigating the Fourth Turning: Power, Technology, & Moral Decline | Demetri Kofinas
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Taking the Chainsaw to Argentina's Bureaucracy | Federico Sturzenegger
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Is a Libertarian Revolution Underway in Argentina? | Bowtied Mara
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Finding Value in an Upside-down World | Charles Heenan & Geoff Legg
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What’s Driving the Rise in Long-Term Bond Yields? | Jim Bianco
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Extinction of Experience: Being Human in a Disembodied World | Christine Rosen
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Investing in Argentina, AI, and More in 2025 | Zach Abraham & Chase Taylor
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The Fall of Damascus and the New Geopolitics of the Middle East | Kamran Bokhari
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Will AI Generate a New Growth Wave of Creative Destruction? | Herman Mark Schwartz
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