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…

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 …

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 Kit…

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…

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 …

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 magicia…

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 pho…

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 wi…

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 Demet…

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 emb…

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 …

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 disillus…

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…

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 …

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 o…

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…

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, a…

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 boo…

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. Dem…

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, wh…

In Episode 340 of Hidden Forces, Demetri Kofinas speaks with Zach Abraham, the Principal and Chief Investment Officer of Bulwark Capital Management and the host of the Know Your Risk Radio Program. Zach and Demetri spend the first hour of their conversation discussing Zach’s approach to investing, where he thinks we are in the economic cycle, and w…

In Episode 339 of Hidden Forces, Demetri Kofinas speaks with Nathaniel Whittemore, host of the AI Breakdown for a timely conversation about the latest news surrounding the firing of OpenAI’s CEO and co-founder Sam Altman. This was recorded on Monday, November 20th as a Live Q&A for members of our Genius community that we opened up to our newsletter…

In Episode 338 of Hidden Forces, speaks with Dr. Edward Luttwak about American grand strategy and the logic of war. Dr. Luttwak is an author and consultant to governments and companies around the world and is known for his work on grand strategy, military strategy and history, and international relations. Luttwak and Kofinas spend the first hour of…

In Episode 337 of Hidden Forces, Demetri Kofinas speaks with Jerry Colonna, the co-founder and CEO of the executive coaching and leadership development company Reboot, the host of the Reboot Podcast, and the author of the recently published book “Reunion: Leadership and the Longing to Belong.” Demetri got to know Jerry during their first interview …

In Episode 336 of Hidden Forces, Demetri Kofinas speaks with Google DeepMind co-founder Mustafa Suleyman about the containment problem and the AI dilemma that he outlines in his book, “The Coming Wave: Technology, Power, and the Twenty-first Century's Greatest Dilemma." Mustafa Suleyman and Demetri discuss the rapid advancement and proliferation of…

In Episode 335 of Hidden Forces, Demetri Kofinas speaks with Marshall Kosloff. Marshall is the host of The Realignment and Arsenal of Democracy podcasts and is a media fellow at Hudson Institute. Marshall and Demetri spend the first hour applying Marshall’s realignment framework to U.S. foreign policy in light of the recent developments in Israel a…

In Episode 334 of Hidden Forces, Demetri Kofinas speaks with famed historian of American Foreign policy Walter Russell Mead about the evolving war in the Middle East and why we are living through the most dangerous period in international affairs since the 1930s. Professor Mead is a Distinguished Fellow in Strategy and Statesmanship at the Hudson I…

In Episode 333 of Hidden Forces, Demetri Kofinas speaks with Michael Brenes, the Director of the Brady-Johnson Program in Grand Strategy at Yale University who recently authored an article for Foreign Affairs about the U.S. defense industrial base titled “How America Broke Its War Machine.” Michael and Demetri discuss the state of the U.S. defense …

In Episode 332 of Hidden Forces, Demetri Kofinas speaks with geopolitical analyst and forecaster Kamran Bokhari. Kamran is the Senior Director of the Eurasian Security & Prosperity Portfolio at the New Lines Institute for Strategy & Policy and has served at the U.S. State Department and as a Senior Consultant with the World Bank. The subjects of to…

In Episode 331 of Hidden Forces, Demetri Kofinas speaks with Andy Constan and Mike Green after a week of turmoil in the bond market that saw a dramatic repricing of long-term government debt, raising debt servicing costs for the US government and sending yields on 10-year Treasury bonds to nearly 5%. Demetri, Andy, and Mike spend the first hour of …

In Episode 330 of Hidden Forces, Demetri Kofinas speaks with Henry Olsen, author of “Working Class Republican” and “The Four Faces of the Republican Party,” about where the United States and other western democratic countries find themselves politically today, the sources of populism’s broad, international appeal, and why he believes that we are li…

In Episode 329 of Hidden Forces, Demetri Kofinas speaks with Dylan Patel, a semiconductor and A.I. analyst and the founder of boutique Semiconductor research and consulting firm SemiAnalysis, about how U.S. semiconductor export controls are failing and what the U.S. can do about it. Dylan and Demetri spend the first hour of their conversation going…

In Episode 328 of Hidden Forces, Demetri Kofinas speaks with Brad Setser, the Whitney Shepardson Senior Fellow at the Council on Foreign Relations where he specializes in global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. Brad has also served in multiple Democrat administrations as a senior advisor t…

In Episode 327 of Hidden Forces, Demetri Kofinas speaks with Diana Choyleva in what was originally recorded as a live Q&A for members of our Genius Community. The subject of the Q&A is the latest state of US-China relations with an emphasis on some of the most recent headlines related Huawei’s latest 5G phone with its domestically produced 7nm chip…

In Episode 326 of Hidden Forces, Demetri Kofinas speaks with Alex Velez-Green, the fmr. National Security Advisor to U.S. Senator Josh Hawley, who helped staff the senator on the Armed Services Committee and advised him on matters related to strengthening deterrence against China, including U.S. conventional and nuclear force structure and posture.…

In Episode 325 of Hidden Forces, Demetri Kofinas speaks with Michael Nicoletos, the founder and CEO of DeFi Advisors, an independent investment advisory firm specializing in macro and digital assets. Michael and Demetri spend the first twenty minutes discussing Michael’s biography, including his time living and working in the United States. What th…

In Episode 324 of Hidden Forces, Demetri Kofinas speaks with Mauro Guillen, a Professor of Multinational Management and Vice Dean of the Executive MBA Program at the Wharton School of the University of Pennsylvania. Mauro combines his training as a sociologist and his experience as a business economist to identify and quantify the most promising op…

In Episode 323 of Hidden Forces, Demetri Kofinas speaks with the former Chief Economist at the Office of the Comptroller of the Currency and the Director of the Center for Politics, Economics, and History at the University of Texas at Austin, Charles Calomiris about his recently published paper “Fiscal Dominance and the Return of Zero-Interest Bank…

In Episode 322 of Hidden Forces, Demetri Kofinas speaks with someone he has gotten to know mainly by following his anonymous account on Twitter where he goes by the name Shrubbery Capital or Le Shrub, for short. Le Shrub consistently provides some of the most entertaining and clever market commentary you will find anywhere and Demetri could not res…

In Episode 321 of Hidden Forces, Demetri Kofinas speaks with bestselling author, renowned historian, economist, and theorist of generational change, Neil Howe. Twenty-five years ago, Neil and his late co-author William Strauss put forward a provocative new theory of American history. Looking back over the last 500 years, they’d uncovered a distinct…

In Episode 320 of Hidden Forces, Demetri Kofinas speaks with Peter Atwater, a recognized expert on the impact of confidence on individual and group decision-making, which he examines in his book, “The Confidence Map: Charting a Path From Chaos to Clarity.” In today’s conversation, you are going to learn about the hidden role that confidence plays i…

In Episode 319 of Hidden Forces, Demetri Kofinas speaks with Carol Roth, the author of “You Will Own Nothing: Your War with a New Financial World Order and How to Fight Back.” The argument that Carol makes in the book is that we are on the precipice of a new financial world order, one that will fundamentally change the fortunes of hundreds of milli…

In Episode 318 of Hidden Forces, Demetri Kofinas speaks with political and financial historians Edward Chancellor, Russell Napier, and Helen Thompson. All three have appeared individually on the podcast before and joined Demetri ahead of his latest Genius community dinner in London to discuss the changing nature of the international economic and po…

In Episode 317 of Hidden Forces, Demetri Kofinas speaks with General Mick Ryan. Mick Ryan is an author, strategist, and retired major general who has commanded at multiple levels in the Australian Army and served in Iraq, Afghanistan, and East Timor. After decades of brinkmanship and confrontation, the United States and China finally go to war when…

In Episode 316 of Hidden Forces, Demetri Kofinas speaks with Andy Constan about this week’s FOMC meeting and what the Federal Reserve rate decision could signal about the direction of interest rates, inflation, and economic growth. Will it be heralded as the long anticipate Fed pivot or seen as yet another head fake on our way toward “higher for lo…

In Episode 315 of Hidden Forces, Demetri Kofinas is joined by Nicholas Danforth and Amberin Zaman to discuss the significance of the recent elections in Turkey for Turkish politics, the country’s complex relationship with its neighbors and allies in Europe and the United States, and for the Turkish economy, which has been teetering on the edge of a…

In Episode 314 of Hidden Forces, Demetri Kofinas speaks with novelist, sociologist, and theologian Tara Isabella Burton about America’s new religions, the evolution of the self in contemporary culture, and what it all means for the future of Western society. Tara Isabella Burton’s writings about religion and culture provide some of the sharpest, mo…

In Episode 313 of Hidden Forces, Demetri Kofinas speaks with Bob Elliott, the co-founder and CEO of Unlimited, a financial services firm that uses machine learning to create products that replicate the index returns of alternative investments. Demetri asked Bob onto the podcast to help sort through the noise of this latest financial news cycle as i…

In Episode 312 of Hidden Forces, Demetri Kofians speaks with Jean Twenge, a researcher and professor of psychology who has written extensively about generational differences. Jean Twenge explains what we know about every generation born since 1925, arguing that the strongest candidate for explaining generational change is advancements in technology…

In Episode 311 of Hidden Forces, Demetri Kofinas speaks with Serhii Plokhy, the director of the Ukrainian Research Institute at Harvard University and a leading authority on Ukraine, Russia, and Eastern Europe. Plokhii has published extensively on the international history of World War II and the Cold War and he joins Demetri to discuss the subject…