Hidden Forces
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.
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The Epstein Files Are Worse Than You Think | Patrick Boyle
<p >In 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 business channels on YouTube, with over a million subscribers and nearly 150 million views spread across several hundred videos.</p> <p >Patrick brings a unique combination of domain expertise and media savvy to his analysis of financial markets, economic scandals, and the complex web of power that connects Wall Street, Silicon Valley, and Washington.</p> <p >Demetri asked Patrick Boyle to appear on the podcast after discovering that his channel had...
Trump's New Strategy for Latin America: Venezuela, Cuba, & the 'Donroe Doctrine' | Brian Winter
<p > Episode 456 is the eleventh installment in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with the editor-in-chief of Americas Quarterly, Brian Winter. He's an expert on Latin America, having lived and worked in Brazil, Argentina, and Mexico, and possesses a deep understanding of the region's politics, economics, and security dynamics.</p> <p >The three of them begin their conversation discussing the Trump administration's almost cinematic removal of Nicolás Maduro from power in Venezuela. They speculate about who is currently in charge of the country, the implications of Maduro's exit for Venezuela's economy a...
The Mattering Instinct: Our Desperate Need to Find Meaning | Rebecca Goldstein
<p >In Episode 457 of Hidden Forces, Demetri Kofinas speaks with philosopher Rebecca Goldstein about her latest book, "The Mattering Instinct," which explores our fundamental human longing to feel that our lives matter—that we didn't just come and go and that it was all for nothing.</p> <p >Rebecca and I spend the first hour exploring the origins of her fascination with the question of mattering, how this instinct manifests differently from our biological drive for self-preservation, and why we long not just to matter to ourselves but to feel that we matter objectively.</p> <p >We discuss the critical ro...
Late-Cycle Investment Theory: Foundations for the Coming Decade | Nicolas Colin
<p >In Episode 455 of Hidden Forces, Demetri Kofinas speaks with Nicolas Colin, a former French Treasury official and the co-founder of a European startup accelerator whose work sits at the intersection of technology, markets, geopolitics, and global finance.</p> <p >In the first hour of their conversation, Kofinas and Colin break down Colin's "Late Cycle Investment Theory" and the framework behind it. They draw on Carlota Perez's model of technological revolutions and techno-economic paradigms, explore the role of speculative manias and market concentration, and examine why Colin argues that AI is less a brand-new technological revolution than an intensification of...
Is the National Security Strategy a Plan to Contain China or Carve Up the World? | Jamie Metzl
<p >In Episode 454 of Hidden Forces, Demetri Kofinas speaks with author, futurist, and U.S. foreign policy expert Jamie Metzl about the aims and objectives of the 2025 National Security Strategy and its implications for American prosperity and power in the 21st century.</p> <p >Jamie and Demetri spend the first hour of this conversation digging into the Trump administration's 2025 National Security Strategy and the story that the administration is trying to tell to the American people and to itself about America's place in the world, where it went astray, and what needs to be done on a strategic planning level...
AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman
<p >In Episode 453 of Hidden Forces, Demetri Kofinas speaks with Jason Furman, the former chair of the Council of Economic Advisers, about the state of the U.S. economy, the AI Bubble, monetary policy, inflation, price controls, and much more.</p> <p >Jason and Demetri spend the first hour of their conversation exploring his economic framework, what he learned from his time working inside the Clinton and Obama White Houses, and how these experiences shaped his perspective on the role of government in the economy.</p> <p >The two then delve into Furman's thoughts on artificial intelligence. They discuss whether...
Diagnosing the Metacrisis: Reality & Meaning in Modern Life | Iain McGilchrist
<p >In Episode 452 of Hidden Forces, Demetri Kofinas speaks with Iain McGilchrist, a neuroscientist and author of The Master and His Emissary and The Matter with Things. His work on the divided brain has helped millions of people find wisdom, meaning, and guidance for living in the modern world.</p> <p >Iain and Demetri begin their conversation exploring McGilchrist's core thesis about the divided brain, how the left and right hemispheres attend to the world in fundamentally different ways, where we see evidence of an increased preponderance in left-brain thinking, and how this has impacted the way we conduct science...
China Shock 2.0: State Capitalism at the Frontier | Dinny McMahon
<p >In Episode 451 of Hidden Forces, Demetri Kofinas speaks with author and long-time China analyst Dinny McMahon about the Chinese leadership's efforts to redesign China's economic model in the face of structural headwinds to growth, mounting trade barriers, and growing concerns in Western capitals about Chinese economic and military domination.</p> <p >The first hour is spent exploring why McMahon believes that China is at a transformational moment. He details the kind of economy that Beijing intends to build by 2035 and the internal debate over whether China should rebalance toward household consumption through welfare and redistribution or double down on...
How to Navigate the New Investment Paradigm | Lawrence McDonald
<p >In Episode 450 of Hidden Forces, Demetri Kofinas speaks with Lawrence McDonald, the founder of The Bear Traps Report and the author of a recently published book about the risks and investment opportunities present in today's radically reshaped economy titled "How to Listen When Markets Speak."</p> <p >In today's conversation, Demetri and Lawrence discuss how social media and the gamification of investing have amplified behavioral biases and fueled the AI boom, as well as the growth of crypto and other "tertiary" assets.</p> <p >They then zoom out to examine how the macro environment has changed since the Covid 19...
Investment Implications of the AI CapEx Boom | Chase Taylor
<p >In Episode 449 of Hidden Forces, Demetri Kofinas speaks with Chase Taylor, head of research at Bulwark Capital Management and founder of Pinecone Macro Research about investment opportunities around the buildout of the new "electric stack" and the AI CapEx Boom that relies on them.</p> <p >Chase and Demetri spend the first hour of this episode exploring his methodology, how he extracts signals from noise, and why a multidisciplinary approach to investing is especially important during periods of disruptive sociopolitical and technological change like the kind we are experiencing today. They then apply these ideas to two important technological...
