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Oct 2019
1h 5m

US Withdrawal and the End of the Rules-B...

DEMETRI KOFINAS
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How to Hedge the AI Boom and the Unrest in France | Robert Armstrong
In Episode 506 of Hidden Forces, Demetri Kofinas speaks with Robert Armstrong, US financial commentator at the Financial Times and author of the Unhedged newsletter, about the scale and structure of the AI investment boom, the growing political and social backlash against the tec ... Show More
51m 38s
Oct 26
The Most Dangerous Investment Cycle In History | Paul Kedrosky
In Episode 505 of Hidden Forces, Demetri Kofinas speaks with venture capitalist, former Wall Street equity research analyst, and independent market and technology researcher Paul Kedrosky about why the AI investment boom is unlike any previous Capex cycle, how loose credit, data ... Show More
1h 3m
Oct 22
Why Younger Generations Are Convinced They Are Falling Behind | Philipp Carlsson-Szlezak
Episode 504 of Hidden Forces is the thirteenth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and co-host Grant Williams speak with Philipp Carlsson-Szlezak, global chief economist at Boston Consulting Group and co-author of "The Kids Are Alright: The Ti ... Show More
1h 18m
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