Hidden Forces
by Demetri Kofinas
Latest episode
The Return of Economic Populism and the End of Two Percent | Vincent…
The Return of Economic Populism and the End of Two Percent | Vincent…
About this podcast
Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
Episodes
The newest 50 of 532 episodes
- The Return of Economic Populism and the End of Two Percent | Vincent Deluard · 43 min · Episode 507In Episode 507 of Hidden Forces, Demetri Kofinas speaks with Vincent Deluard, Director of Global Macro Strategy at StoneX, about how the latest US midterm results fit into a…
- How to Hedge the AI Boom and the Unrest in France | Robert Armstrong · 52 min · Episode 506In 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…
- The Most Dangerous Investment Cycle In History | Paul Kedrosky · 1 h 3 min · Episode 505In Episode 505 of Hidden Forces, Demetri Kofinas speaks with venture capitalist, former Wall Street equity research analyst, and independent market and technology researcher Paul…
- Why Younger Generations Are Convinced They Are Falling Behind | Philipp Carlsson-Szlezak · 1 h 18 min · Episode 504Episode 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…
- Are We Verging on Another Escalation in the Middle East? | Ali Vaez · 47 min · Episode 503In Episode 503 of Hidden Forces, Demetri Kofinas speaks with Ali Vaez, deputy program director for the Middle East and North Africa at the Crisis Group and a closely watched…
- Is It Time to Start Buying Bonds? | Jim Bianco · 55 min · Episode 502In Episode 502 of Hidden Forces, Demetri Kofinas speaks with Jim Bianco, founder of Bianco Research and Bianco Advisors, about why he has turned bullish on bonds after six years…
- How Melting Ice Is Redrawing the Global Order | Rana Foroohar · 60 min · Episode 501In Episode 501 of Hidden Forces, Demetri Kofinas speaks with Rana Foroohar about her book, Sea Change, and her argument that, as polar ice melts and new sea routes open, the…
- Why the China Threat Is Overblown | Logan Wright · 56 min · Episode 500In Episode 500 of Hidden Forces, Demetri Kofinas speaks with Logan Wright, director of China macro and financial sector research at the Rhodium Group and author of Broken China…
- How to Invest for A Hundred Years | Inigo Fraser Jenkins · 53 min · Episode 499In Episode 499 of Hidden Forces, Demetri Kofinas speaks with Inigo Fraser Jenkins, a strategist at AllianceBernstein and author of the research paper "The Hundred Year…
- Will AI Really Kill Us All? | Harper Reed & John Borthwick · 1 h 35 min · Episode 498In Episode 498 of Hidden Forces, Demetri Kofinas speaks with Harper Reed, entrepreneur and founder of an AI research lab focused on autonomous agents, and John Borthwick, founder…
- The Great Financial Reset Has Begun | Marieke Flament & Nicolas Colin · 54 min · Episode 497In Episode 497 of Hidden Forces, Demetri Kofinas speaks with Marieke Flament and Nicolas Colin, co-authors of the Currency of Power newsletter, about why the global financial…
- Are Rumors of an Imminent Russian Attack Warranted? | Yaroslav Trofimov · 50 min · Episode 496In Episode 496 of Hidden Forces, Demetri Kofinas speaks with Yaroslav Trofimov, Ukrainian-born chief foreign affairs correspondent for The Wall Street Journal and author of Our…
- Bessent's Wager and Why the World is Calling America's Bluff | Henry Farrell · 52 min · Episode 495In Episode 495 of Hidden Forces, Demetri Kofinas speaks with political scientist Henry Farrell, co-author of Underground Empire, about how the United States built its empire, why…
- The West's Forgotten War and the New Russia | Mark Galeotti · 56 min · Episode 494In Episode 494 of Hidden Forces, Demetri Kofinas speaks with Mark Galeotti — host of In Moscow's Shadows and one of the most informed and provocative voices on modern Russia —…
- The Internet Will Die and So Will You | John West · 1 h 2 min · Episode 493In Episode 493 of Hidden Forces, Demetri Kofinas speaks with computational journalist and author John West about the surprising impermanence of the Internet, the shift from human…
- The AI Enshittification Bubble | Cory Doctorow · 53 min · Episode 492In Episode 492 of Hidden Forces, Demetri Kofinas speaks with science fiction author, journalist, and digital rights activist Cory Doctorow—who coined the term…
- How to Win a Trade War | Chad Bown · 48 min · Episode 491In Episode 491 of Hidden Forces, Demetri Kofinas speaks with trade economist Chad Bown—a former chief economist at the U.S. State Department, host of the popular Trade Talks…
- SpaceX, Europe's China Problem, and the Populist Backlash | Patrick Boyle · 53 min · Episode 490In Episode 490 of Hidden Forces, Demetri Kofinas speaks with Patrick Boyle—founder of the quantitative hedge fund Palomar Capital Management, professor of finance at King's…
- How America Built A Durable Dollar Empire | Mary Bridges · 48 min · Episode 489In Episode 489 of Hidden Forces, Demetri Kofinas speaks with historian Mary Bridges, a senior fellow at the Vanderbilt Policy Accelerator and author of Dollars and Dominion…
- The Strong Do What They Can and Suffer What They Must | Jonathan Kirshner · 1 h 13 min · Episode 488In Episode 488 of Hidden Forces, Demetri Kofinas speaks with political scientist Jonathan Kirshner about the origins of the Peloponnesian War, the enduring misreading of…
- Iran's New Grand Strategy | Vali Nasr · 50 min · Episode 487In Episode 487 of Hidden Forces, Demetri Kofinas speaks with Vali Nasr — professor of international affairs and Middle East studies at Johns Hopkins University, non-resident…
- Schrödinger's Strait and the New Energy Order | Daniel Yergin · 46 min · Episode 486In Episode 486 of Hidden Forces, Demetri Kofinas speaks with Pulitzer Prize-winning author and leading authority on energy and geopolitics Daniel Yergin about the surprising…
- After the Fall: Reckoning with the End of History | Ian Shapiro · 55 min · Episode 485In Episode 485 of Hidden Forces, Demetri Kofinas speaks with Yale political scientist Ian Shapiro—author of After the Fall—about how the widespread optimism of the post–Cold War…
- AI Governance and the National Security State | Dean W. Ball · 52 min · Episode 484In Episode 484 of Hidden Forces, Demetri Kofinas speaks with AI policy researcher, writer, and incoming Head of Strategic Futures at OpenAI, Dean Ball, about the intellectual…
- Ending the Iran War: a New Balance of Power in the Middle East | Hamidreza Azizi · 55 min · Episode 483In Episode 483 of Hidden Forces, Demetri Kofinas speaks with Hamidreza Azizi — expert on Iranian foreign policy and international security, and author of The Axis of Resistance…
- Why History Can't Prepare Us for What's Coming | Alap Shah · 54 min · Episode 482In Episode 482 of Hidden Forces, Demetri Kofinas speaks with hedge fund manager Alap Shah, co-author of "The Global Intelligence Crisis," a three-part essay series examining the…
- How Demographics Will Break the Bond Market | Manoj Pradhan · 1 h 4 min · Episode 481In Episode 481 of Hidden Forces, Demetri Kofinas speaks with economist and Talking Heads Macroeconomics founder Manoj Pradhan about his and Charles Goodhart's new book, The…
- AI and the Collapse of State Power | Miles Taylor · 1 h 0 min · Episode 480In Episode 480 of Hidden Forces, Demetri Kofinas speaks with Miles Taylor, former Chief of Staff at the Department of Homeland Security during the first Trump administration and…
- God, AI, and the Coming Violence | Will Manidis · 59 min · Episode 479In Episode 479 of Hidden Forces, Demetri Kofinas speaks with Will Manidis, co-founder of healthcare AI company ScienceIO, 2019 Thiel Fellow, and early-stage investor, about the…
- How China Is Winning the Iran War | Jon Alterman · 50 min · Episode 478In Episode 478 of Hidden Forces, Demetri Kofinas speaks with Jon Alterman, the Zbigniew Brzezinski Chair in Global Security and Geostrategy at the Center for Strategic and…
- US Grand Strategy & the Revenge of Geopolitics | Edward Luce · 58 min · Episode 477In Episode 477 of Hidden Forces, Demetri Kofinas speaks with Edward Luce, columnist and US national editor at the Financial Times, about the history of American Grand Strategy…
- Why America Cannot Afford to Lose Another War | Marvin Barth · 50 min · Episode 476In Episode 476 of Hidden Forces, Demetri Kofinas speaks with Marvin Barth, founder of Thematic Markets and former head of FX and EM macro research at Barclays, and Chief…
- Who Wins and Who Loses in the AI Economy | John Burn-Murdoch · 57 min · Episode 475In Episode 475 of Hidden Forces, Demetri Kofinas speaks with John Burn-Murdoch, columnist and chief data reporter for the Financial Times, about AI's impact on the economy and…
- The Last Ship Out of Hormuz: Why the REAL Supply Shock Is About to Hit | Rory Johnston · 52 min · Episode 474In Episode 474 of Hidden Forces, Demetri Kofinas speaks with commodity economist and energy market analyst Rory Johnston — founder of CommodityContext.com and host of the Oil…
- Here's Why Trump is in No Rush to Reopen the Strait of Hormuz | John Konrad · 58 min · Episode 473In Episode 473 of Hidden Forces, Demetri Kofinas speaks with Captain John Konrad — founder of gCaptain, the world's most-visited maritime and offshore news website, and one of…
- The God Machine: Demis Hassabis and the Quest for Superintelligence | Sebastian Mallaby · 56 min · Episode 472In Episode 472 of Hidden Forces, Demetri Kofinas speaks with Sebastian Mallaby about Demis Hassabis, the co-founder of DeepMind and the man widely regarded as the most…
- Why There Are No Good Options Left in the US War Against Iran | Gregg Carlstrom · 49 min · Episode 471In Episode 471 of Hidden Forces, Demetri Kofinas speaks with Gregg Carlstrom — Middle East correspondent for The Economist, based in Dubai and Riyadh, and a veteran reporter…
- The Information State: Politics in the Age of Total Control | Jacob Siegel · 1 h 6 min · Episode 470In Episode 470 of Hidden Forces, Demetri Kofinas speaks with Jacob Siegel — writer and editor at Tablet Magazine, U.S. Army veteran, and author of The Information State: Politics…
- America's Gamble: Regime Change, Retreat, or State Collapse in Iran | Hamidreza Azizi · 56 min · Episode 469In Episode 469 of Hidden Forces, Demetri Kofinas speaks with Hamidreza Azizi — Iranian scholar, visiting fellow at the German Institute for International Security Affairs…
- What History's Greatest Currencies Tell Us About the Future of the Dollar | Barry Eichengreen · 56 min · Episode 468In Episode 468 of Hidden Forces, Demetri Kofinas speaks with renowned economic historian and author Barry Eichengreen about the history of international currencies and the…
- When Empires Stop Building: The Iran War and the End of American Soft Power | Bruno Maçães · 43 min · Episode 467In Episode 467 of Hidden Forces, Demetri Kofinas speaks with Bruno Maçães — geopolitical strategist, former Minister of European Affairs for Portugal, and author of World…
- The Iran War and the Limits of American Power | Joshua Landis · 45 min · Episode 466In Episode 466 of Hidden Forces, Demetri Kofinas speaks with Joshua Landis, professor of Middle East Studies and director of the Center for Middle East Studies at the University…
- The Coming Storm: Why 2026 Looks a Lot Like 1914 | Odd Arne Westad · 55 min · Episode 465In Episode 465 of Hidden Forces, Demetri Kofinas speaks with Yale historian and Cold War scholar Odd Arne Westad, author of The Coming Storm, about why the pre-WWI era of…
- The Case for a Historic Reallocation to Emerging Markets | Sony Kapoor · 54 min · Episode 464In Episode 464 of Hidden Forces, Demetri Kofinas speaks with economist, investor, and sovereign wealth and pension fund advisor Sony Kapoor about the case for a great rebalancing…
- How Big Tech Weaponized the Internet and How to Fix It | Tim Wu · 47 min · Episode 463In Episode 463 of Hidden Forces, Demetri Kofinas speaks with media and technology historian Tim Wu about how the rise of platform power has become the defining economic event of…
- How to Build the Perfect Portfolio | Cullen Roche · 54 min · Episode 462In Episode 462 of Hidden Forces, Demetri Kofinas speaks with Cullen Roche, the Founder and CIO of Discipline Funds and author of the new book "Your Perfect Portfolio." They…
- The Last Bubble? Finding Value in a World on Fire | Jeremy Grantham & Edward Chancellor · 49 min · Episode 461In Episode 461 of Hidden Forces, Demetri Kofinas speaks with co-founder and chief investment strategist of GMO, Jeremy Grantham, and financial historian, journalist, and…
- Why Europe Must Prepare to Go It Alone | Carlo Masala · 53 min · Episode 460In Episode 460 of Hidden Forces, Demetri Kofinas speaks with Professor of International Politics at the Bundeswehr University Munich, Carlo Masala, whose book "If Russia Wins,"…
- Iran's Counterrevolution & the Future of the Greater Middle East | Kamran Bokhari · 1 h 41 min · Episode 459Episode 459 of Hidden Forces is the twelfth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with Kamran Bokhari, a strategic…
- The Epstein Files Are Worse Than You Think | Patrick Boyle · 1 h 11 min · Episode 458In Episode 458 of Hidden Forces, Demetri Kofinas speaks with Patrick Boyle, a former hedge fund manager, finance professor, and the creator and host of one of the most successful…
