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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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How to Hedge the AI Boom and the Unrest in France | Robert Armstrong
In Episode 506 of Hidden Forces, Demetri Kofinas speaks with Robert Armstrong, US financial commentator at the Financial Times and author of the Unhedged newsletter, about the scale and structure of the AI investment boom, the growing polit
The Most Dangerous Investment Cycle In History | Paul Kedrosky
In Episode 505 of Hidden Forces, Demetri Kofinas speaks with venture capitalist, former Wall Street equity research analyst, and independent market and technology researcher Paul Kedrosky about why the AI investment boom is unlike any previ
Why Younger Generations Are Convinced They Are Falling Behind | Philipp Carlsson-Szlezak
Episode 504 of Hidden Forces is the thirteenth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and co-host Grant Williams speak with Philipp Carlsson-Szlezak, global chief economist at Boston Consulting Group and co
Are We Verging on Another Escalation in the Middle East? | Ali Vaez
In Episode 503 of Hidden Forces, Demetri Kofinas speaks with Ali Vaez, deputy program director for the Middle East and North Africa at the Crisis Group and a closely watched analyst of Iran's foreign and nuclear policy, about where the war
Is It Time to Start Buying Bonds? | Jim Bianco
In Episode 502 of Hidden Forces, Demetri Kofinas speaks with Jim Bianco, founder of Bianco Research and Bianco Advisors, about why he has turned bullish on bonds after six years of warning they were overvalued, what the K-shaped economy and
How Melting Ice Is Redrawing the Global Order | Rana Foroohar
In Episode 501 of Hidden Forces, Demetri Kofinas speaks with Rana Foroohar about her book, Sea Change, and her argument that, as polar ice melts and new sea routes open, the Arctic has become the most consequential and least understood geop
Why the China Threat Is Overblown | Logan Wright
In Episode 500 of Hidden Forces, Demetri Kofinas speaks with Logan Wright, director of China macro and financial sector research at the Rhodium Group and author of Broken China, about why China's economic troubles are structural rather than
How to Invest for A Hundred Years | Inigo Fraser Jenkins
In Episode 499 of Hidden Forces, Demetri Kofinas speaks with Inigo Fraser Jenkins, a strategist at AllianceBernstein and author of the research paper "The Hundred Year Portfolio," about how investors should rethinking portfolio construction
Will AI Really Kill Us All? | Harper Reed & John Borthwick
In Episode 498 of Hidden Forces, Demetri Kofinas speaks with Harper Reed, entrepreneur and founder of an AI research lab focused on autonomous agents, and John Borthwick, founder and CEO of Betaworks about the real and perceived risks posed
The Great Financial Reset Has Begun | Marieke Flament & Nicolas Colin
In Episode 497 of Hidden Forces, Demetri Kofinas speaks with Marieke Flament and Nicolas Colin, co-authors of the Currency of Power newsletter, about why the global financial system may be on the cusp of a structural transformation comparab
Are Rumors of an Imminent Russian Attack Warranted? | Yaroslav Trofimov
In Episode 496 of Hidden Forces, Demetri Kofinas speaks with Yaroslav Trofimov, Ukrainian-born chief foreign affairs correspondent for The Wall Street Journal and author of Our Enemies Will Vanish, about the Russia-Ukraine war, CIA director
Bessent's Wager and Why the World is Calling America's Bluff | Henry Farrell
In Episode 495 of Hidden Forces, Demetri Kofinas speaks with political scientist Henry Farrell, co-author of Underground Empire, about how the United States built its empire, why the hidden infrastructure underwriting American hegemony is n
The West's Forgotten War and the New Russia | Mark Galeotti
In Episode 494 of Hidden Forces, Demetri Kofinas speaks with Mark Galeotti — host of In Moscow's Shadows and one of the most informed and provocative voices on modern Russia — about the war in Ukraine, the risk that it spills over into NATO
The Internet Will Die and So Will You | John West
In Episode 493 of Hidden Forces, Demetri Kofinas speaks with computational journalist and author John West about the surprising impermanence of the Internet, the shift from human agency to platform agency, the business models that have resh
The AI Enshittification Bubble | Cory Doctorow
In Episode 492 of Hidden Forces, Demetri Kofinas speaks with science fiction author, journalist, and digital rights activist Cory Doctorow—who coined the term "enshittification"—about why he believes the AI bubble will prove more damaging t
How to Win a Trade War | Chad Bown
In Episode 491 of Hidden Forces, Demetri Kofinas speaks with trade economist Chad Bown—a former chief economist at the U.S. State Department, host of the popular Trade Talks podcast, and co-author of the recently published How to Win a Trad
SpaceX, Europe's China Problem, and the Populist Backlash | Patrick Boyle
In Episode 490 of Hidden Forces, Demetri Kofinas speaks with Patrick Boyle—founder of the quantitative hedge fund Palomar Capital Management, professor of finance at King's College London and Queen Mary University of London, and host of Pat
How America Built A Durable Dollar Empire | Mary Bridges
In Episode 489 of Hidden Forces, Demetri Kofinas speaks with historian Mary Bridges, a senior fellow at the Vanderbilt Policy Accelerator and author of Dollars and Dominion, about the origins of America's financial empire, the rise of the d
The Strong Do What They Can and Suffer What They Must | Jonathan Kirshner
In Episode 488 of Hidden Forces, Demetri Kofinas speaks with political scientist Jonathan Kirshner about the origins of the Peloponnesian War, the enduring misreading of Thucydides, and what the arc of the Athenian empire on the eve of the
Iran's New Grand Strategy | Vali Nasr
In Episode 487 of Hidden Forces, Demetri Kofinas speaks with Vali Nasr — professor of international affairs and Middle East studies at Johns Hopkins University, non-resident senior advisor in the Middle East program at the Center for Strate
Schrödinger's Strait and the New Energy Order | Daniel Yergin
In Episode 486 of Hidden Forces, Demetri Kofinas speaks with Pulitzer Prize-winning author and leading authority on energy and geopolitics Daniel Yergin about the surprising resiliency of the global economy in the face of major supply disru
After the Fall: Reckoning with the End of History | Ian Shapiro
In Episode 485 of Hidden Forces, Demetri Kofinas speaks with Yale political scientist Ian Shapiro—author of After the Fall—about how the widespread optimism of the post–Cold War era gave way so rapidly to the fractured, combative politics o
AI Governance and the National Security State | Dean W. Ball
In Episode 484 of Hidden Forces, Demetri Kofinas speaks with AI policy researcher, writer, and incoming Head of Strategic Futures at OpenAI, Dean Ball, about the intellectual foundations of machine intelligence, the governance frameworks be
Ending the Iran War: a New Balance of Power in the Middle East | Hamidreza Azizi
In Episode 483 of Hidden Forces, Demetri Kofinas speaks with Hamidreza Azizi — expert on Iranian foreign policy and international security, and author of The Axis of Resistance: Iran, Israel, and the Struggle for the Middle East — about the
Why History Can't Prepare Us for What's Coming | Alap Shah
In Episode 482 of Hidden Forces, Demetri Kofinas speaks with hedge fund manager Alap Shah, co-author of "The Global Intelligence Crisis," a three-part essay series examining the economic, political, and social consequences of the dawn of ar
How Demographics Will Break the Bond Market | Manoj Pradhan
In Episode 481 of Hidden Forces, Demetri Kofinas speaks with economist and Talking Heads Macroeconomics founder Manoj Pradhan about his and Charles Goodhart's new book, The Unanchored Central Banker, which argues that structural forces—agin
AI and the Collapse of State Power | Miles Taylor
In Episode 480 of Hidden Forces, Demetri Kofinas speaks with Miles Taylor, former Chief of Staff at the Department of Homeland Security during the first Trump administration and later head of advanced technology and security strategy at Goo
God, AI, and the Coming Violence | Will Manidis
In Episode 479 of Hidden Forces, Demetri Kofinas speaks with Will Manidis, co-founder of healthcare AI company ScienceIO, 2019 Thiel Fellow, and early-stage investor, about the collapse of secular institutional legitimacy, the reassertion o
How China Is Winning the Iran War | Jon Alterman
In Episode 478 of Hidden Forces, Demetri Kofinas speaks with Jon Alterman, the Zbigniew Brzezinski Chair in Global Security and Geostrategy at the Center for Strategic and International Studies, about why the Islamic Republic of Iran has re
US Grand Strategy & the Revenge of Geopolitics | Edward Luce
In Episode 477 of Hidden Forces, Demetri Kofinas speaks with Edward Luce, columnist and US national editor at the Financial Times, about the history of American Grand Strategy and the revenge of geopolitics in a new age of multipolarity and
