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Why America Cannot Afford to Lose Another War | Marvin Barth
In Episode 476 of Hidden Forces, Demetri Kofinas speaks with Marvin Barth, founder of Thematic Markets and former head of FX and EM macro research at Barclays, and Chief Economist for International Affairs at the US Treasury about the ongoi
Who Wins and Who Loses in the AI Economy | John Burn-Murdoch
In Episode 475 of Hidden Forces, Demetri Kofinas speaks with John Burn-Murdoch, columnist and chief data reporter for the Financial Times, about AI's impact on the economy and jobs, the widening ideological divide between young men and wome
The Last Ship Out of Hormuz: Why the REAL Supply Shock Is About to Hit | Rory Johnston
In Episode 474 of Hidden Forces, Demetri Kofinas speaks with commodity economist and energy market analyst Rory Johnston — founder of CommodityContext.com and host of the Oil Ground Up Podcast — about the mechanics and cascading consequence
Here's Why Trump is in No Rush to Reopen the Strait of Hormuz | John Konrad
In Episode 473 of Hidden Forces, Demetri Kofinas speaks with Captain John Konrad — founder of gCaptain, the world's most-visited maritime and offshore news website, and one of the most influential voices in commercial shipping — about what
The God Machine: Demis Hassabis and the Quest for Superintelligence | Sebastian Mallaby
In Episode 472 of Hidden Forces, Demetri Kofinas speaks with Sebastian Mallaby about Demis Hassabis, the co-founder of DeepMind and the man widely regarded as the most consequential figure in the development of artificial general intelligen
Why There Are No Good Options Left in the US War Against Iran | Gregg Carlstrom
In Episode 471 of Hidden Forces, Demetri Kofinas speaks with Gregg Carlstrom — Middle East correspondent for The Economist, based in Dubai and Riyadh, and a veteran reporter covering the region for fifteen years — about the mood across the
The Information State: Politics in the Age of Total Control | Jacob Siegel
In Episode 470 of Hidden Forces, Demetri Kofinas speaks with Jacob Siegel — writer and editor at Tablet Magazine, U.S. Army veteran, and author of The Information State: Politics in the Age of Total Control — about the intellectual and hist
America's Gamble: Regime Change, Retreat, or State Collapse in Iran | Hamidreza Azizi
In Episode 469 of Hidden Forces, Demetri Kofinas speaks with Hamidreza Azizi — Iranian scholar, visiting fellow at the German Institute for International Security Affairs, nonresident fellow at the Middle East Council on Global Affairs, and
What History's Greatest Currencies Tell Us About the Future of the Dollar | Barry Eichengreen
In Episode 468 of Hidden Forces, Demetri Kofinas speaks with renowned economic historian and author Barry Eichengreen about the history of international currencies and the prospects for the US dollar's continued preeminence, drawing on his
When Empires Stop Building: The Iran War and the End of American Soft Power | Bruno Maçães
In Episode 467 of Hidden Forces, Demetri Kofinas speaks with Bruno Maçães — geopolitical strategist, former Minister of European Affairs for Portugal, and author of World Builders — about the Iran War, what it reveals about the Trump admini
The Iran War and the Limits of American Power | Joshua Landis
In Episode 466 of Hidden Forces, Demetri Kofinas speaks with Joshua Landis, professor of Middle East Studies and director of the Center for Middle East Studies at the University of Oklahoma, about the US-Israel war against Iran, what it rev
The Coming Storm: Why 2026 Looks a Lot Like 1914 | Odd Arne Westad
In Episode 465 of Hidden Forces, Demetri Kofinas speaks with Yale historian and Cold War scholar Odd Arne Westad, author of The Coming Storm, about why the pre-WWI era of multipolarity, imperial decline, and great power rivalry offers a far
The Case for a Historic Reallocation to Emerging Markets | Sony Kapoor
In Episode 464 of Hidden Forces, Demetri Kofinas speaks with economist, investor, and sovereign wealth and pension fund advisor Sony Kapoor about the case for a great rebalancing of capital from developed into emerging markets, generational
How Big Tech Weaponized the Internet and How to Fix It | Tim Wu
In Episode 463 of Hidden Forces, Demetri Kofinas speaks with media and technology historian Tim Wu about how the rise of platform power has become the defining economic event of our time, why it's responsible for much of the current dysfunc
How to Build the Perfect Portfolio | Cullen Roche
In Episode 462 of Hidden Forces, Demetri Kofinas speaks with Cullen Roche, the Founder and CIO of Discipline Funds and author of the new book "Your Perfect Portfolio." They discuss the essential principles of portfolio construction by disse
The Last Bubble? Finding Value in a World on Fire | Jeremy Grantham & Edward Chancellor
In Episode 461 of Hidden Forces, Demetri Kofinas speaks with co-founder and chief investment strategist of GMO, Jeremy Grantham, and financial historian, journalist, and investment strategist Edward Chancellor. Together, they have collabora
Why Europe Must Prepare to Go It Alone | Carlo Masala
In Episode 460 of Hidden Forces, Demetri Kofinas speaks with Professor of International Politics at the Bundeswehr University Munich, Carlo Masala, whose book "If Russia Wins," makes the case for European national rearmament and the urgent
Iran's Counterrevolution & the Future of the Greater Middle East | Kamran Bokhari
Episode 459 of Hidden Forces is the twelfth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with Kamran Bokhari, a strategic forecaster and geopolitical analyst who specializes on the Middle
The Epstein Files Are Worse Than You Think | Patrick Boyle
In Episode 458 of Hidden Forces, Demetri Kofinas speaks with Patrick Boyle, a former hedge fund manager, finance professor, and the creator and host of one of the most successful business channels on YouTube, with over a million subscribers
The Mattering Instinct: Our Desperate Need to Find Meaning | Rebecca Goldstein
In Episode 457 of Hidden Forces, Demetri Kofinas speaks with philosopher Rebecca Goldstein about her latest book, "The Mattering Instinct," which explores our fundamental human longing to feel that our lives matter—that we didn't just come
Trump's New Strategy for Latin America: Venezuela, Cuba, & the 'Donroe Doctrine' | Brian Winter
Episode 456 is the eleventh installment in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with the editor-in-chief of Americas Quarterly, Brian Winter. He's an expert on Latin America, having lived an
Late-Cycle Investment Theory: Foundations for the Coming Decade | Nicolas Colin
In Episode 455 of Hidden Forces, Demetri Kofinas speaks with Nicolas Colin, a former French Treasury official and the co-founder of a European startup accelerator whose work sits at the intersection of technology, markets, geopolitics, and
Trump's National Security Strategy: A Plan to Contain China or Carve Up the World? | Jamie Metzl
In Episode 454 of Hidden Forces, Demetri Kofinas speaks with author, futurist, and U.S. foreign policy expert Jamie Metzl about the aims and objectives of the 2025 National Security Strategy and its implications for American prosperity and
AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman
In Episode 453 of Hidden Forces, Demetri Kofinas speaks with Jason Furman, the former chair of the Council of Economic Advisers, about the state of the U.S. economy, the AI Bubble, monetary policy, inflation, price controls, and much more.
Diagnosing the Metacrisis: Reality & Meaning in Modern Life | Iain McGilchrist
In Episode 452 of Hidden Forces, Demetri Kofinas speaks with Iain McGilchrist, a neuroscientist and author of The Master and His Emissary and The Matter with Things. His work on the divided brain has helped millions of people find wisdom, m
China Shock 2.0: State Capitalism at the Frontier | Dinny McMahon
In Episode 451 of Hidden Forces, Demetri Kofinas speaks with author and long-time China analyst Dinny McMahon about the Chinese leadership's efforts to redesign China's economic model in the face of structural headwinds to growth, mounting
How to Navigate the New Investment Paradigm | Lawrence McDonald
In Episode 450 of Hidden Forces, Demetri Kofinas speaks with Lawrence McDonald, the founder of The Bear Traps Report and the author of a recently published book about the risks and investment opportunities present in today's radically resha
Investment Implications of the AI CapEx Boom | Chase Taylor
In Episode 449 of Hidden Forces, Demetri Kofinas speaks with Chase Taylor, head of research at Bulwark Capital Management and founder of Pinecone Macro Research about investment opportunities around the buildout of the new "electric stack"
Investing on the Front Lines of the AI Arms Race | Nathan Benaich
In Episode 448 of Hidden Forces, Demetri Kofinas speaks with Nathan Benaich, founder and general partner of Air Street Capital and the creator of the annual State of AI Report, an open-access compendium that tracks advances across AI resear
A Practical History of Financial Markets | Russell Napier
Demetri Kofinas speaks with financial historian and investor Russell Napier about his "Practical History of Financial Markets" online course, which is provided in conjunction with Edinburgh Business School. Hidden Forces premium subscribers
