Hidden Forces

In Episode 364 of Hidden Forces, Demetri Kofinas speaks with Gavekal CEO Louis-Vincent Gave about de-dollarization, U.S. re-industrialization, and his case for a Chinese “deflationary boom” and revaluation of the renminbi.

In the first hour of their conversation, Demetri asks Louis-Vincent Gave about the most important trends set to define the investment landscape in the years ahead. Gave argues that the ...

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 policymake...

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 fo...

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 ar...

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-...

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 ...

In Episode 358 of Hidden Forces, Demetri Kofinas speaks with Anne Stevenson-Yang, the founder of J Capital Research, which publishes highly diligenced research reports on over-valued, publicly traded companies, with a particular focus on China. Anne is also the author of several books on China and the Chinese political economy, including “Hello Kitty” and “Wild Ride: A Short History of the Opening and Closing of the C...

In Episode 357 of Hidden Forces, Demetri Kofinas speaks with the CEO of CrossBorder Capital, Michael Howell, about the run-up in gold and bitcoin prices and whether this signals the return of "money printing" driven by overwhelming government debt and deficit payments.

Michael Howell has had the most accurate economic and financial forecasts of any analyst Kofinas has spoken with in the last several years...

In Episode 356 of Hidden Forces, Demetri Kofinas speaks with Paul Triolo, Senior Vice President for China and Technology Policy Lead at Albright Stonebridge Group, where he advises clients in technology, financial services, and other sectors as they navigate complex political and regulatory matters around the world.

This episode was inspired by an article Paul recently published for American Affairs title...

In Episode 355 of Hidden Forces, Demetri Kofinas speaks with mythologist and storyteller Joshua Schrei about the cultural, social, and political consequences of the rise of Artificial Intelligence.

According to Joshua, humanity is entering an era whose only corollary is the stuff of fairy tales and myths. Powers that used to be reserved for magicians and sorcerers are no longer metaphorical, and it’s uncl...

In Episode 354 of Hidden Forces, Demetri Kofinas speaks with investigative journalist Byron Tau, who specializes in law, courts, and national security, about how a hidden alliance between technology companies and the government is creating a new American surveillance state.

Many of you are probably thinking, “Yeah, I know this. We all have cell phones. They have GPS trackers, and my phone calls are being ...

In Episode 353 of Hidden Forces, Demetri Kofinas speaks with Charles Duhigg. Duhigg is a Pulitzer Prize-winning journalist and best-selling author whose latest book, Supercommunicators, examines how we can all learn to become better at hearing one another and forge more meaningful and authentic connections with the people around us.

This episode will provide you with a framework for understanding the thre...

In Episode 352 of Hidden Forces, Demetri Kofinas speaks with Daniel Peris. Daniel is a Senior Portfolio Manager at Federated Investors, overseeing the firm's dividend-focused products. He’s also the author of four books on investing, including his most recent: "The Ownership Dividend: The Coming Paradigm Shift in the Stock Market.”

Daniel and Demetri spend the first hour of their conversation discussing t...

In Episode 351 of Hidden Forces, Demetri Kofinas speaks with Stephen Hsu, a Professor of Theoretical Physics and Computational Mathematics, Science, and Engineering at Michigan State University. Stephen is also the co-founder of multiple companies, including Genomic Prediction, which provides preimplantation genetic screening services for human embryos, and SuperFocus.ai, which builds large language models for narrow ...

In Episode 350 of Hidden Forces, Demetri Kofinas speaks with the Deputy Editor of Asia Times, David Goldman. In his previous life, David served in the Defense Department’s Office of Net Assessment for the National Security Council as head of fixed-income research at Bank of America and as head of credit strategy at Credit Suisse. His books include How Civilizations Die and You Will Be Assimilated: China’s Plan to Sino...

In Episode 349 of Hidden Forces, Demetri Kofinas speaks with author and essayist Meghan O'Gieblyn, who writes on matters of philosophy and religion for The New Yorker, Harper's Magazine, The Guardian, and other publications.

Meghan O'Gieblyn shares her personal journey growing up in a fundamentalist Christian community. She talks about the disillusionment she experienced upon leaving the faith, her forays ...

In Episode 348 of Hidden Forces, Demetri Kofinas speaks with Kamran Bokhari. Kamran is the Senior Director of the Eurasian Security & Prosperity Portfolio at the New Lines Institute for Strategy & Policy. He has served at the U.S. State Department and as a Senior Consultant with the World Bank.

Kamran came on the podcast three months ago to discuss the violence ignited by Hamas’ October 7th attacks against...

In Episode 347 of Hidden Forces, Demetri Kofinas speaks with Marianne Williamson. Marianne is a bestselling author, political activist, and spiritual leader who is currently running for the Democratic presidential nomination in the 2024 primaries.

Marianne shares stories from her childhood in the 1960s and the journey that led her to become one of America's most recognizable spiritual teachers by the earl...

In Episode 346 of Hidden Forces, Demetri Kofinas speaks with Professor of American History at the University of Cambridge, Gary Gerstle. Dr. Gerstle is the author and editor of more than ten books, including the “Rise and Fall of the New Deal Order,” and his most recent, “The Rise and Fall of the Neoliberal Order,” which was chosen as a Best Book of 2022 by the Financial Times and Prospect Magazine.

Gerst...