Hidden Forces

Navigating a World Trapped Between Scarcity & Abundance | Mike Green


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In Episode 269 of Hidden Forces, Demetri Kofinas speaks with portfolio manager & chief strategist at Simplify Asset Management, Mike Green. Mike is a deep thinker and so much of what he has to say is value-additive. It illuminates some aspect of the market or some socio-political phenomenon or dynamic that has profound explanatory power. Today's conversation was no exception.

The two spent the first hour discussing a number of topics that Demetri has explored on his podcast before, including topics related to corporate vs. state power, the role of government in the economy, the lack of leadership in government, and the types of reforms needed to resolve some of the structural challenges that our political economy faces. The second hour, which is available to premium subscribers only, drills deeper into the conversation about corporate power, as well as the roles and responsibilities of media personalities and organizations in serving the public interest. Demetri and Mike also discuss inflation, its drivers, as well as how to maintain optionality while at the same time protecting oneself from sovereign credit risk, something that is top of mind for those of you concerned about the long-term status of the US Dollar and all fiat currencies. This is especially true if you believe that we have transitioned into a new inflationary regime with structurally higher consumer prices and costs of capital.

You can access the full episode, transcript, and intelligence report to this week's conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Follow Demetri on Twitter at @Kofinas

Episode Recorded on 08/30/2022

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Hidden ForcesBy Demetri Kofinas

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