By Demetri Kofinas
4.8
13871,387 ratings
The podcast currently has 435 episodes available.
In Episode 390 of Hidden Forces, Demetri Kofinas speaks with Rupa Subramanya, a journalist at the Free Press, about the de-banking of political dissidents, censorship, and the “right to die.”
Rupa first came on Demetri’s radar for the work she has done writing about what is known as “de-banking:” the closure of people's or organizations' bank accounts by financial institutions that perceive the account holders to pose a financial, legal, regulatory, or reputational risk to the organization.
They speak extensively about her work in this area, along with her writings about political censorship of conservative voices and the right-to-die movement in the Netherlands and Canada, between the first and second hours.
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:
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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 10/30/2024
In Episode 389 of Hidden Forces, Demetri Kofinas speaks with Andy Constan, the founder and proprietor of Damped Spring Advisors about why he believes the Federal Reserve is at risk of losing the long-end of the bond market, which would lead to a reacceleration of inflation and a hard landing for the economy.
Andy and Demetri spend the first hour discussing the subject of a recent letter he published in which he warns that the Federal Reserve, by continuing to lower interest rates and ease monetary policy, could cause a sell-off in long-bonds and a rise in term premia, paradoxically tightening financial conditions while intending to ease them. They further discuss Treasury issuance, management of the Fed’s balance sheet, the weighted average maturity of assets in the central bank’s portfolio, and how conditions in the U.S. economy measure against the Fed’s summary of economic projections.
In the second hour, Kofinas and Constan dig into the government’s finances, its fiscal picture, and how Trump’s election may exacerbate or alleviate trends that have been in place for decades. They also discuss equity markets, the broadening of the equity rally beyond the Magnificent Seven that’s been underway this year, earnings expectations for these companies, whether they’re elevated or conservative, and how we should go about valuing them.
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 11/11/2024
In Episode 388 of Hidden Forces, Demetri Kofinas speaks with semiconductor expert Chris Miller about the state and future of the semiconductor industry in the context of Trump’s 2024 U.S. electoral victory, with all its implications for industrial policy, defense spending, tariffs, export controls, trade wars, and much more.
This conversation is a deep-dive into the semiconductor supply chain. Kofinas and Miller discuss how money is currently being allocated under the CHIPS and Science Act, the progress being made in domestic U.S. semiconductor fabrication, the challenges facing TSMC’s Arizona facility, and the troubles at Intel.
They also take a hard look at the outcomes resulting from the U.S. semiconductor export and end-use controls implemented against China, how effective or ineffective they’ve been, and ways to improve them. They also assess China’s own efforts at building out its domestic chip ecosystem and some of the loopholes that Chinese companies are systematically exploiting in order to become fully independent of and eventually overtake Western chipmakers and equipment manufacturers. They discuss the three largest limiting factors to scaling AI data centers, the national security threat posed by Chinese companies leapfrogging their U.S. competitors in the race toward AGI, 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 11/06/2024
In Episode 387 of Hidden Forces, Demetri Kofinas speaks with political analyst, author, and host of “Beyond the Polls,” Henry Olsen about the state of the 2024 presidential race and what to expect from what could be the most contested election in American history.
Henry tells us how each candidate is performing in the key swing states and districts that will determine this election, the frequency of early voting and how it compares to 2020, and shares his views on other predictive metrics that he is paying close attention to.
Henry believes that this election could be even closer than the one in 2000 between George W. Bush and Al Gore, an election that was ultimately determined by a narrow margin of 537 votes, along with a ruling by the Florida Supreme court to suspend any further recounts. The country is in a very different place today than it was two decades ago, and how any remotely similar scenario would play out this time is truly anyone’s guess.
Olsen and Kofinas also discuss the economic repercussions of a Trump victory, the role of J.D. Vance as a potentially transformational figure in Republican politics, the effect that a loss on the part of the Democrats would have on their party’s realignment, 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 10/31/2024
In Episode 386 of Hidden Forces, Demetri Kofinas speaks with the Director of the Center for Middle East Studies at the University of Oklahoma, Joshua Landis about two possible futures for the Middle East: The first will be defined by perpetual conflict, insecurity, and the specter of nuclear proliferation. The second would be defined by a tenuous, albeit hopeful, peace built on compromise and regional security.
Professor Landis explains why he believes that this choice is now upon us and that we are at a turning point in the Middle East that provides us with a glimpse into what the future of this conflict-ridden region will look like and how it will fit into the larger global security order (or disorder) that is currently emerging.
Between the first and second hours of this conversation, Dr. Landis and Kofinas discuss the wider war between Israel and Iran, the implications of the ongoing war in Lebanon, the Israeli war and occupation of Gaza, the expansion of settlements in the West Bank, the future of the Palestinian movement for independent statehood, the rightward shift in Israeli politics, the status of the Abraham Accords, and the prospects for a new security arrangement and partnership between the United States, Israel, and Saudi Arabia that could result in a historic reset of the political and economic status quo in this still vital region of the world.
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 10/23/2024
In Episode 385 of Hidden Forces, Demetri Kofinas speaks with Adam Butler, the CIO of Resolve Asset Management, an alternative asset management firm that focuses on providing cutting-edge, globally diversified, and systematic investment strategies that are non-correlated to traditional portfolios.
In the first hour, we explore the structural changes that our economy has undergone since the 2008 financial crisis, along with their consequences for market accountability, monetary policy, and the stability of our political economy, all in the context of discussing Adam’s approach to financial modeling and systematic investing.
In the second hour, we engage in an expansive and valuable discussion about the mind-bending progress being made in artificial intelligence, how it is already disrupting multi-trillion-dollar industries, the incredible promise that this technology holds, and the dangers that it poses to the stability of our economies and political systems.
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 10/08/2024
In Episode 384 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 Elliott back on the podcast today to discuss the big macroeconomic story everyone’s been talking about, which is the Fed’s pivot from fighting inflation to supporting the labor market by cutting interest rates into an apparently strong economy.
Bob and Demetri discuss what sorts of consequences this new policy stance may have, especially if consumers and businesses seek to take on more debt. This would move us from what has largely been an income-driven business cycle to a credit-driven one, potentially adding rocket fuel to an otherwise already strong economy.
The two also discuss China's economic conditions, the importance of the recently announced stimulus, and how China’s economy matters not only to Chinese investors but also to those with no direct exposure to the country’s economy or stock market.
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 10/01/2024
In Episode 383 of Hidden Forces, Demetri Kofinas speaks with James Aitken, a financial markets veteran and advisor to many of the world’s most powerful, sophisticated, and successful investors.
In the first hour, Demetri and James discuss all that has changed since Aitken was last on the podcast three years ago, which came just as the world had started to re-open from Covid and before the Fed began its very long and determined tightening cycle in the Spring of 2022.
They discuss the Fed’s recent 50 basis point rate cut, its renewed focus on supporting the labor market (possibly at the expense of inflation), and why James Aitken believes this is a profound regime change in monetary policy that investors need to understand and incorporate into their investment frameworks going forward.
In the second hour, Aitken and Kofinas apply the framework they developed in the first hour to help listeners understand a set of interlocking macroeconomic, political, and geopolitical challenges facing investors. These include (1) the economic and national security policy changes underway in China, (2) the fiscal pictures in the U.S. and Europe, (3) and what a Trump 2.0 administration could mean for markets and the economy.
They also discuss the case for commodities, the implications of a multi-decade reversal in monetary policy by the Bank of Japan, how the Fed’s pre-emptive rate cuts might reignite inflation, and what all this means for the value of the dollar, commodities, and the role that Gold could and should play in people’s portfolios going forward.
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 09/25/2024
In Episode 382 of Hidden Forces, Demetri Kofinas speaks with Jacob Ware, an expert in domestic and international terrorism, counterterrorism, and assassination, about the growing U.S. assassination and terror threat ahead of the 2024 elections.
Jacob and Demetri spend the first hour of their conversation discussing the two recent assassination attempts on former President Donald Trump, what we know about both assassins, the breakdowns in security, and what needs to happen going forward if we want to avoid a potentially successful attempt on the former president’s life. Demetri and Jacob also discuss the growing trend in assassination attempts and compare the terror threat posed by organizations inspired by leftist ideology with that posed by right-wing extremists.
In the second hour, the two discuss the terrifying threat posed by dual-use technologies and their deployment in both international and civil wars. They also discuss whether a civil war in the United States is possible, what such a war would look like, and if this term is even useful in helping us understand the evolution of political violence in America. Finally, they explore the potential for such further violence headed into election day, the types of attacks that we might see, and how our information environment continues to be weaponized in a battle for the future of the country.
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 09/17/2024
In Episode 381 of Hidden Forces, Demetri Kofinas speaks with global macro investor David Dorr about the evidence for UAP, UAP disclosure, how investors should think about UAP risk, and what effect different types of disclosures could have on their portfolios. David has been a long-time student of UAP (or what we used to call UFOs) and has continuously emphasized the need for the entire financial community to take notice of this market-impacting revelation and life-changing opportunity for humanity.
In the first hour, David and Demetri discuss the history of and evidence for the UFO phenomenon, including well-documented, mass sightings experienced by both military and civilian populations in Washington D.C., Phoenix, Arizona, Colares, Brazil, Ruwa, Zimbabwe, and many other locations. They speculate on what may be the U.S. government’s agenda in tightly controlling the disclosure of information related to UAP and how to make sense of this phenomenon if you reject the premise that all of this is some kind of government psyop or conspiracy to fool the public.
In the second hour, Demetri and David explore the intersection of mystery cults and nazi history with UFOs and UAP, including the role of consciousness in helping to explain some or all of this phenomenon. David also explains how he and his firm think about and incorporate UAP disclosure risk in their investment model, the impact that further disclosures could have on the stocks of various defense contractors who may be benefiting from their possession of UAP materials, and how eminent domain language found in the UAP disclosure act could further complicate investors’ efforts to capitalize on new acknowledgements in the next few years or even months.
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 09/09/2024
The podcast currently has 435 episodes available.
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