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 subscribers. Nathaniel and Demetri discussed what is known thus far about the reasons behind Sam Altman’s firing, why it’s being described as a "coup," who the various factions are, and how much of this has to do with concerns around AI safety vs. accelerationism. We also discuss the opportunity this creates for OpenAI’s largest shareholder (Microsoft), the implications for the AI industry, as well as the largest players in the space for AI foundation models, and much, much more. You can subscribe to our free newsletter at https://hiddenforces.io/newsletter/.  If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A; calls with guests, access to special research and analysis, in-person events, and dinners, you can do that at https://hiddenforces.io/subscribe/. If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 11/20/2023

What Happened at OpenAI & Why It Matters | Nathaniel Whittemore

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In  Episode 363 of Hidden Forces, Demetri Kofinas speaks with investors Paulo Macro and Le Shrub about their investment ideas, frameworks, and processes for identifying investment opportunities and managing risk. In the first hour, Demetri asks Paulo and Le Shrub about some of their respective frameworks, including the EM-ification of developed economies, the need to understand the incentives of policymakers, and how these frameworks can help inform your expectations about interest rates, inflation, credit rationing, and much more. In the second hour, Paulo Macro and Le Shrub discuss how the contemporary strain on the international system and on American military and financial hegemony could amplify some of the budgetary and political headwinds facing developed economies in the years ahead. They discuss the conundrum facing policymakers in China, the investment opportunity in commodities, the search for a new safe asset in a world of worsening fiscal balance sheets, and what it feels like to be “financially gaslighted” during an inflationary recession where prices rise as one’s living standard declines. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A; calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 05/07/2024

How to Invest in an Inflationary Recession | Paulo Macro & Le Shrub

In  Episode 362 of Hidden Forces, Demetri Kofinas speaks with  Dr. Scott Sherr, an expert in hyperbaric oxygen therapy, about how this transformative therapeutic can reverse aging, improve cardiovascular health, regrow brain tissue, and extend the length and quality of your life in ways that are truly extraordinary. Demetri’s inspiration for this episode results from a personal journey that he’s been on for the last several months. In December of last year, he shared a story with his newsletter subscribers about his decision to undergo hyperbaric oxygen therapy to help regrow his brain and reverse possible symptoms from brain radiation treatment. For those of you who don’t know, Demetri is a brain tumor survivor and has  written and  spoken about it extensively. What you’re going to learn about in today’s conversation with Dr. Scott Sherr is not just how that experience went and how it helped Demetri reverse the symptoms he was experiencing but whether or not it can help you and how extraordinary hyperbaric oxygen therapy is a non-pharmacological therapeutic with remarkably broad health benefits. As usual, this conversation is broken into two parts, the first of which is meant to help you understand more precisely what hyperbaric oxygen therapy is, how it works, and the various protocols associated with it, including the different types of chambers, pressures, and durations available for those interested in pursuing treatment. In the second hour, Dr. Scott Sherr and Demetri explore the wide range of potential health benefits and use cases associated with hyperbaric oxygen therapy, including general anti-aging benefits, improvement in cardiovascular health, the treatment of neurological conditions, rehabilitation from strokes, the reversal of long-covid symptoms, and much more. They also discuss treatments that can be used in parallel to HBOT, such as Senolytic therapy, stem cell therapy, targeted supplementation, and various fasting protocols, to name a few. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A; calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 04/30/2024

How I Grew My Brain With Hyperbaric Oxygen Therapy | Scott Sherr

In  Episode 361 of Hidden Forces, Demetri Kofinas speaks with Dmitri Alperovitch, the co-founder and executive chairman of Silverado Policy Accelerator, the co-founder and fmr. CTO of leading cybersecurity company CrowdStrike, and the author of the soon-to-be-released book “World on the Brink: How America Can Beat China in the Race for the Twenty-First Century.” Dmitri Alperovitch makes the case that we are already in the midst of a new Cold War with China and that Taiwan is the strategic flashpoint that risks triggering a devastating conflict between two nuclear powers in a way that West Berlin nearly played during America's last Cold War with the Soviet Union. He and Kofinas discuss the similarities and differences between Cold Wars I and II, including the role played by the USSR as a liberator in Europe and the strong appeal of communism as a competing ideology in the early decades of the First Cold War. They also discuss how America lost an opportunity to build a sustainable peace with post-Soviet Russia and how this has made the new Cold War with China all the more challenging and dangerous. The episode’s second hour begins with a discussion about the importance of Taiwan and a thought experiment about what would happen in the event of an uncontested Chinese takeover of the island. Alperovitch and Kofinas discuss the philosophical underpinnings of American supremacy and arguments for its preservation, the need to build national unity by addressing legitimate domestic grievances, military-industrial reform, immigration, and what it will take to deter a Chinese invasion of Taiwan that Dmitri believes could happen before the end of this decade. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A; calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 04/19/2024

A World On The Brink of Total War | Dmitri Alperovitch

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 group, and in 1993, he was a co-founding partner of Long-Term Capital Management. He founded Elm Wealth in 2011 to help clients, including his own family, manage and preserve their wealth with a thoughtful, research-based, and cost-effective approach that covers not just investment management but also broader decisions about wealth and finances. In the episode’s first hour, Haghani explains his investment philosophy and his firm’s approach to portfolio construction and management, including core financial concepts central to his framework, like expected utility, lift vs. drag, standard deviation as a measure of risk, variance, the shape of return distributions, and how to optimize position sizing and manage portfolio risk in a manner that is both rational and appropriate to your personal objectives and risk preferences. In the second hour, Victor explains Elm Wealth’s process for onboarding new investors, including how they measure personal risk preferences, their advice on how to approach investing and spending in older age, how to take into account one’s primary income stream when making investment decisions, tax-loss harvesting, and much more. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A; calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 04/16/2024

Where Are All the Billionaires? | Victor Haghani

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 at Fidelity Bank, and as Senior Economist for the Federal Reserve Bank of Dallas during the course of a 55-year career studying markets and the economy. In the first hour, Lacy Hunt shares his broad assessment of how the global economy is doing and the monetary and cyclical economic indicators he relies on to make that assessment. He and Demetri discuss the increased role of the US Treasury as an economic policy actor in the post-pandemic period and the concerning decline in the net national savings rate. They also discuss whether the neutral rate of interest, a hotly debated topic among economists, is moving lower, and what this means for trend growth, interest rates, and inflation. In the second hour, Dr. Hunt explains why he believes that the Fed has been able to raise interest rates by more than 500 basis points in less than two years without inducing a recession. Is this because other causal factors have remained more accommodative, or have the lags just grown longer and more variable, and if so, why? What does this tell us about the business cycle and the effectiveness of monetary policy? He and Demetri also discuss the chronically high fiscal deficits and the implications of trying to reduce them in an environment where the economy is becoming more dependent on government spending to boost economic growth, support critical national investments in energy and defense, and contribute to the private savings of the economy. Finally, Lacy Hunt explains why he believes that demographics are destiny and how trends in population growth, fertility rates, and family formation in many developed countries will impact growth and inflation in the years to come. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A; calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 03/26/2024

What Happened at OpenAI & Why It Matters | Nathaniel Whittemore

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