Hidden Forces

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Sinopse

Demetri Kofinas interviews some of the most brilliant minds in science, technology, finance, politics and culture as he uncovers the underlying forces driving the most powerful changes we experience in the world.

Episódios

  • The Great Monetary Inflation  the Future of Digital Money | Michael Casey

    The Great Monetary Inflation & the Future of Digital Money | Michael Casey

    11/05/2020 Duração: 01h09min

    In Episode 136 of Hidden Forces, Demetri Kofinas speaks with CoinDesk Chief Content Officer Michael Casey about “The Great Monetary Inflation” and the future of digital money. The two chronicle the financialization of the global economy that occured between the end of gold convertibility in 1971 and the Great Financial Crisis of 2008. They discuss how the period of the 1970’s weighed heavily on the American zeitgeist and the political transformation that occurred between the start of the Iran hostage crisis and the fall of the Berlin Wall. The episode culminates in a conversation about the political and monetary forces that have been unleashed in response to the spread of COVID-19 and their implications for the future of capitalism and liberal democracy. For those interested in attending the Consensus 2020 conference, you can find more information at https://www.coindesk.com/events/consensus-2020. You can also sign up for Michael’s weekly email newsletter, Money Reimagined, as well as other CoinDesk newslette

  • The Food Supply Chain is Breaking: Food Security During a Global Pandemic | Lowell Randel

    'The Food Supply Chain is Breaking': Food Security During a Global Pandemic | Lowell Randel

    04/05/2020 Duração: 49min

    In Episode 135 of Hidden Forces, Demetri Kofinas speaks with Lowell Randel, Vice President of Government and Legal Affairs for the Global Cold Chain Alliance, which serves as the voice of the cold chain industry, representing 1,300 member companies in over 85 countries. The two discuss the impact that COVID-19 and the government shutdowns have had on food supply chains, processing facilities, and the industrial farm sector. The COVID-19 pandemic has caused significant shifts in consumer demand away from food service businesses like restaurants and towards foot retail outlets like supermarkets and groceries. Food industry players are in turn looking to adapt, redirecting products originally destined for the food service sector to retail instead. This has created challenges for farmers that have led, in some cases, to the euthanization of livestock and the wholesale destruction of crops ready for harvest. This episode uses the crisis caused by COVID-19 and the government mandated shutdowns in order to understan

  • Radical Uncertainty: Investing in a Volatile World | Eric Peters

    Radical Uncertainty: Investing in a Volatile World | Eric Peters

    27/04/2020 Duração: 56min

    In Episode 134 of Hidden Forces, Demetri Kofinas speaks with Eric Peters, CIO of One River Asset Management and author of Weekend Notes about investing in a volatile world where four decades of assumptions about markets, politics, and policy no longer hold.  We are living through a period of radical uncertainty and disillusionment with institutions and markets that we haven’t seen for a hundred years. International alliances are shifting. National priorities are changing. The role of government in society is growing. The stakes for portfolio managers, politicians and individuals have never been higher. Learning how to navigate the volatility and radical uncertainty of the present moment is the seminal challenge that we face. How we manage that uncertainty in the years to come presents not only a financial challenge but an emotional one as well. It will define a generation and shape the fortunes of more to come. If you want access to Demetri’s overtime with Eric Peters, as well as to the transcript and rundown

  • Monetary Revolution: Innovation in the Age of Financial Repression | Nic Carter

    Monetary Revolution: Innovation in the Age of Financial Repression | Nic Carter

    26/04/2020 Duração: 02h46min

    Nic Carter is a partner at Castle Island Ventures, a Cambridge MA-based venture fund focused on seed stage investments in public blockchain startups. He’s also the cofounder and chairman of Coin Metrics, a blockchain analytics company and he is a regular columnist at CoinDesk where he writes thoughtfully about the political economy and issues concerning bitcoin and the cryptocurrency market. Nic been on the show before; he was our guest on episode 97. He’s thoughtful; he’s interesting to talk to, and this conversation turned out to be so enjoyable that we’ve decided to make it available to everyone. If you like what you hear, please take a moment to share your thoughts and feelings about the podcast on twitter or as a review on Apple Podcasts. If you are interested in supporting the show and gaining access to our premium RSS feed, as well as to transcripts, notes, & rundowns from every episode you can do this directly through the Hidden Forces Patreon Page. All subscribers gain access to our RSS feed, whi

  • The Power of Authenticity, Narrative,  Breaking the Ad Model | Grant Williams  Ben Hunt

    The Power of Authenticity, Narrative, & Breaking the Ad Model | Grant Williams & Ben Hunt

    20/04/2020 Duração: 53min

    In this Special Episode of Hidden Forces, Demetri Kofinas releases the overtime segment to Episode 123 with Grant Williams and Ben Hunt. The three discuss the power of authenticity and narrative in an era of fake news and “ponzi people,” what it’s like to build a content business, what they’ve learned doing it, and what drives them to keep going. You can support Demetri and the team at Hidden Forces by becoming a premium subscriber, which gives you access to transcripts, rundowns, and overtime segments, including this week’s special recording with Castle Island Ventures partner Nic Carter. All subscribers gain access to our overtime feed, which can be easily added to your favorite podcast application. Your support is what makes this program possible. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at http://patreon.com/hiddenforces Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

  • Surveying the Damage: The State of China’s Economy in the Wake of COVID-19 | Leland Miller

    Surveying the Damage: The State of China’s Economy in the Wake of COVID-19 | Leland Miller

    13/04/2020 Duração: 54min

    In Episode 133 of Hidden Forces, Demetri Kofinas speaks with Leland Miller, CEO of China Beige Book, which runs the largest private Chinese data collection operation in the world, about the state of China’s economy in the wake of COVID-19. The two discuss the impact of the global shutdown on all the major sectors of China’s economy, as well as the implications for China’s already fragile banking system. During the overtime, Leland and Demetri consider a host of geopolitical consequences that could flow from the ongoing global disruptions. They also discuss the effects to Chinese real estate and how the CCP may try a catastrophic contraction. You can access the episode overtime, as well as the transcript and rundown to this week’s episode through the Hidden Forces Patreon Page. All subscribers gain access to our overtime feed, which can be easily added to your favorite podcast application. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at htt

  • The Impact of COVID-19 on Global Supply Chains with ISM CEO | Tom Derry

    The Impact of COVID-19 on Global Supply Chains with ISM CEO | Tom Derry

    09/04/2020 Duração: 54min

    In Episode 132 of Hidden Forces, Demetri Kofinas speaks with Tom Derry, CEO of the Institute for Supply Management and publisher of the market-moving ISM Manufacturing Index about the impact of COVID-19 on global supply chains. This is a deep-dive into how the  intricate world of just-in-time manufacturing, outsourcing, and globalization has been impacted by the world-wide disruptions caused by the novel coronavirus. In recent years, global supply chains have been in the process of a fundamental shift, in part to strengthen their immune systems to mitigate the risk of multiple threats — unprecedented trade turbulence, as well as economic uncertainty, geopolitical events and rising labor costs. COVID-19 (novel coronavirus) has provided a severe new test to these global supply chains. Since its genesis in the manufacturing hub of Wuhan, China, in December, the outbreak has resulted in more than one million documented cases and nearly sixty thousand deaths worldwide, quarantined workers, temporarily shuttered fa

  • The Second Leg Down: Strategies for Profiting After a Market Sell-Off | Hari Krishnan

    The Second Leg Down: Strategies for Profiting After a Market Sell-Off | Hari Krishnan

    05/04/2020 Duração: 01h04min

    In Episode 131 of Hidden Forces, Demetri Kofinas speaks with Hari Krishnan, a portfolio manager at Doherty Advisors responsible for the VXR (VIX replication strategy) and hedging solutions business. The two discuss Hari’s thesis around risk management, portfolio construction and positioning once a market downturn is already underway. Although the content discussed in this episode is considered “sophisticated,” we try and make it accessible to the average listener. Topics include the investor mindset, protecting against systemic risk, options pricing, the role of credit in the market cycle, endogenous vs. exogenous risk, agent-based modeling, exchange traded products, volatility, and trend following strategies.  The overtime includes more detailed examples of tactics and strategies that can be deployed in service of risk mitigation and profit making during the type of market-downturn that we are  now experiencing. You can access that overtime, along with the rundown and transcript to this week’s episode throug

  • Wartime Economy: The Greatest Financial  Political Crisis Since World War II | Gillian Tett

    Wartime Economy: The Greatest Financial & Political Crisis Since World War II | Gillian Tett

    31/03/2020 Duração: 43min

    In Episode 130 of Hidden Forces, Demetri Kofinas speaks with Gillian Tett, chair of the editorial board and editor-at-large of the Financial Times about America’s new “wartime economy” and the unspoken consequences of the most radical financial and political crisis since World War II. Demetri starts the conversation by asking Gillian what it’s like to run the largest financial newspaper in the world during the greatest economic and political crisis in three generations. The two discuss the latest central bank policy actions, fiscal stimulus, and a series of other timely topics ranging from distressed corporates, emerging markets, dollar funding, and much, much more. If you want to read the transcript to today’s conversation or gain access to the rundown for this episode head over to the Hidden Forces Patreon Page and subscribe to one of our three content tiers. All subscribers gain access to our overtime feed, which can be easily added to your favorite podcast application. By becoming a monthly subscriber yo

  • Why a Spike in the Price of Gold Futures Matters for People Buying Toilet Paper in Nebraska | Josh Crumb

    Why a Spike in the Price of Gold Futures Matters for People Buying Toilet Paper in Nebraska | Josh Crumb

    30/03/2020 Duração: 01h12min

    In Episode 129 of Hidden Forces, Demetri Kofinas speaks with Josh Crumb, founder & CEO of Abaxx Technologies, which is launching a new commodity futures exchange in Singapore over the next year. Josh was formerly a macro economist and commodity strategist at Goldman Sachs, where he was the head of metals strategy. He is also a co-founder of gold bullion dealer Goldmoney, and Jewelry company Mene.  In their conversation, Josh and Demetri discuss a curious case of backwardation on the COMEX, which is the futures and options market for trading metals in New York. The price of gold in near-dated futures expiring at the end of March spiked by almost 10% to $70 an ounce above the price of obtaining physical gold in London. Only on a handful of occasions since 2000 have gold prices risen more in a single week, including immediately after Lehman Brothers filed for bankruptcy in September 2008. Josh Crumb explains what really happened in the early hours of March 24, how disruptions to global supply chains caused b

  • Government-Mandated Shutdown: Monetary  Fiscal Policy in Crisis | George Selgin

    Government-Mandated Shutdown: Monetary & Fiscal Policy in Crisis | George Selgin

    28/03/2020 Duração: 59min

    In Episode 128 of Hidden Forces, Demetri Kofinas speaks with George Selgin, director of the Center for Monetary and Financial Alternatives at the Cato Institute about the recently announced monetary and fiscal policy measures being undertaken to stem the economic fallout from COVID-19 and the government mandated shutdown of the American economy. This is a deep-dive into the specifics of the Federal Reserve and US government’s policies, including the mechanics of the monetary and fiscal stimulus. We are living in unprecedented times. The closest analogy to what we are experiencing is the mobilization undertaken to fight World War II with one crucial difference: this is a radical demobilization of the American economy. To fight the virus, Americans are being asked to stay in their homes and move about as little as possible. In order to survive a prolonged period of commercial inactivity governments have moved swiftly to pass monetary and fiscal stimulus measures that are themselves as unprecedented as the curre

  • Saudi Arabia’s Oil Price War  the Rise of Mohammed Bin Salman | Ben Hubbard

    Saudi Arabia’s Oil Price War & the Rise of Mohammed Bin Salman | Ben Hubbard

    23/03/2020 Duração: 52min

    In Episode 127 of Hidden Forces, Demetri Kofinas speaks with Ben Hubbard, the Beirut bureau chief for The New York Times about Saudi Arabia and the rise to power of Mohammed bin Salman. Topics include the ongoing oil price war, tensions with Iran, the war in Yemen, and the geopolitics of the Middle East. The two also discuss the impact of coronavirus for the region’s politics and security. According to Ben Hubbard, when King Salman of Saudi Arabia ascended to the throne in January 2015 and began bestowing enormous powers on his 29-year-old son, Mohammed bin Salman, it sent minds reeling. Given Saudi Arabia’s importance as the wealthiest country in the Middle East and a key partner of the West, foreign officials, journalists, experts, and spies had long scrutinized the Saudi royal family to anticipate who might come to power in the future—and MBS, as he was known, had remained far off the radar. Who, they wondered, was this inexperienced young prince who swiftly asserted his control over the kingdom’s oil, mil

  • Coronavirus: An Analysis Using Complex Dynamic Systems Theory | Yaneer Bar-Yam

    Coronavirus: An Analysis Using Complex Dynamic Systems Theory | Yaneer Bar-Yam

    19/03/2020 Duração: 45min

    In this Special Episode of Hidden Forces, Demetri Kofinas speaks with Yaneer Bar-Yam, President of the New England Complex Systems Institute. Professor Bar-Yam studies the unified properties of complex systems as a systematic strategy for answering basic questions about the world. His research is focused both on formalizing complex systems concepts and relating them to everyday problems. In particular, he studies the relationship between observations at different scales, formal properties of descriptions of systems, the relationship of structure and function, the representation of information as a physical quantity, and quantitative properties of the complexity of real systems. Applications have been to physical, biological, and social systems. He has applied this background to COVID-19 by not only studying the virus, but by actually launching endCoronavirus.org, a website built and maintained by NESCI whose “goal is to minimize the impact of COVID-19 by providing useful data and guidelines for action.” Yanee

  • National Emergency: Global Pandemic in a Deteriorating Security Environment | David Kilcullen

    National Emergency: Global Pandemic in a Deteriorating Security Environment | David Kilcullen

    16/03/2020 Duração: 01h06min

    In Episode 126 of Hidden Forces, Demetri Kofinas speaks with David Kilcullen, a theorist and practitioner of guerrilla and unconventional warfare, and counterterrorism. David has amassed extensive operational experience over a 25 year career with the Australian and U.S. governments as an army officer, analyst, policy advisor and diplomat. He served in Iraq as senior counterinsurgency advisor to U.S. General David Petraeus and was senior advisor to U.S. Secretary of State, Condoleezza Rice. He has served in Afghanistan, Pakistan, Somalia, Libya, and Colombia. He's Professor of International and Political Studies at the University of New South Wales, Canberra. He's also the author of five prize winning books on terrorism, insurgency, and future warfare, including his latest, “The Dragons and the Snakes: How the Rest Learned to Fight the West.”   This episode deals mainly with the evolution of warfare and the threats we currently face, including an extensive analysis of Chinese and Russian conventional and uncon

  • Passive Investings Role in the Coronavirus Market Melt-Down  Prospects for a Melt-Up | Mike Green

    Passive Investing's Role in the Coronavirus Market Melt-Down & Prospects for a Melt-Up | Mike Green

    15/03/2020 Duração: 49min

    In this Special Episode of Hidden Forces, Demetri Kofinas speaks with Chief Strategist & Portfolio Manager at Logica Capital Advisers, Mike Green, who returns for a timely conversation about the recent market melt-down, the fundamental economic and political impacts of coronavirus, and prospects for a stimulus-driven melt-up that may bring about the greatest bout of inflation in more than a generation. Hidden Forces is made possible by listeners like you. Please take a moment to support the show by subscribing to one of our three premium content tiers.  You can access the rundowns, transcripts, and overtimes to our weekly episodes through the Hidden Forces Patreon Page. All subscribers also gain access to our overtime feed, which can be easily added to your favorite podcast application.  Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at http://patreon.com/hiddenforces Join the conversation on Facebook, Instagram, and Twitter at @hiddenfo

  • Laura Huang | Find Your Edge: Learning How to Turn Adversity into Advantage

    Laura Huang | Find Your Edge: Learning How to Turn Adversity into Advantage

    09/03/2020 Duração: 58min

    In Episode 125 of Hidden Forces, Demetri Kofinas speaks with Harvard’s Laura Huang about her research into intuition and behavior as it relates to investing and entrepreneurship. Rather than focus on our shortcomings, Laura teaches us how to turn adversity into advantage. The title of Laura’s book is an acronym that stands for four different words: Enrich, Delight, Guide, and Effort. The foundation of our edge, according to Laura, comes from our ability to provide value to and enrich those around us. Those who have an edge find ways to enrich and bring value to others rather than posturing about the supposed value they bring (we all know people like that). Those who have an edge, however, are also able to demonstrate and effectively communicate the value they bring, rather than leaving it up to others to guess. However, before we can enrich others, we have to be let in. Those who already have an understanding of how they enrich are most equipped to delight. Delighting isn’t synonymous with being charming or e

  • Disunited Nations: The Scramble for Power in an Ungoverned World | Peter Zeihan

    Disunited Nations: The Scramble for Power in an Ungoverned World | Peter Zeihan

    02/03/2020 Duração: 01h07min

    In Episode 124 of Hidden Forces, Demetri Kofinas speaks with Peter Zeihan, a geopolitical strategist who combines an expert understanding of demography, economics, energy, politics, technology, and security to help his clients prepare for an uncertain future. Before founding his own strategy firm, Peter helped develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. He’s also a critically-acclaimed author whose first two books — The Accidental Superpower and The Absent Superpower — have been recommended by Mitt Romney, Fareed Zakaria and Ian Bremmer. His latest book, “Disunited Nations: The Scramble for Power in an Ungoverned World,” hits bookstores tomorrow. This is one of the most educational conversations that we have ever recorded on Hidden Forces. The episode is meant to provide you with a comprehensive overview of Peter Zeihan’s work and outlook on the subjects of foreign affairs, economics, and geopolitics. The goal is to help you understand just how abnorm

  • Market Nihilism: Price Discovery in a World Where Nothing Matters | Ben Hunt  Grant Williams

    Market Nihilism: Price Discovery in a World Where Nothing Matters | Ben Hunt & Grant Williams

    24/02/2020 Duração: 01h03min

    In Episode 123 of Hidden Forces, Demetri Kofinas speaks with two guests who have each made one prior appearance on Hidden Forces: Grant Williams and Ben Hunt. Ben is the founder of the widely read Epsilon Theory, a newsletter and website that’s become popular for its insights and analysis into markets and society with a particular focus on how narrative drives our perception of the world and our place in it. Grant is the long-time publisher of a popular financial newsletter, the host of a phenomenal sports podcast, and the co-founder of Real Vision, a financial media company that offers in-depth video interviews with some of the world's most thoughtful investors. Today’s conversation is broken into two parts, the second hour of which is available to our paid subscribers. In the first part we discuss a philosophy that Demetri calls “market nihilism,” which treats the objects of speculation as though they were intrinsically worthless.  We are witnessing price movements characteristic of a raging bull market wit

  • Demetri Kofinas Shares Stories from his Life and Career in Markets and the Media on TC’s Chartcast

    Demetri Kofinas Shares Stories from his Life and Career in Markets and the Media on TC’s Chartcast

    17/02/2020 Duração: 01h06min

    Demetri Kofinas makes a guest appearance on TC’s Chartcast, a boutique podcast for short sellers hosted by Tesla Charts and Georgia Orwell. Demetri shares stories from his life and career in markets and the media, including lessons learned from his experience overcoming dementia in his early 30’s. TC’s Chartcast is available on most major podcast platforms and you can follow TC and Georgia on twitter at @TeslaCharts and @Georgia_Orwell_.  If you are interested in learning more about Demetri’s podcast, head over to HiddenForces.io and subscribe to our free email list. You can access the overtimes, transcripts, and rundowns to our full episodes through the Hidden Forces Patreon Page. All subscribers also gain access to our overtime feed, which can be easily added to your favorite podcast application.  Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at http://patreon.com/hiddenforces Join the conversation on Facebook, Instagram, and Twitter at @

  • The Hundred Year Portfolio: How to Grow  Protect Generational Wealth | Christopher Cole

    The Hundred Year Portfolio: How to Grow & Protect Generational Wealth | Christopher Cole

    10/02/2020 Duração: 54min

    In Episode 122 of Hidden Forces, Demetri Kofinas speaks with Christopher Cole, the founder of Artemis Capital Management about how to grow and protect generational wealth that lasts a hundred years. Imagine you have the opportunity to grant your family great wealth and prosperity for 100 years. The opportunity is subject to one final choice. You must decide what assets to invest in and maintain that allocation for an entire century without ever changing it. The future of your children’s children depends on your decision. What do you do? According to Christopher Cole, in order to be successful the hundred year portfolio must be able to navigate the secular booms of the market (1947-1963,1984-2007) while not losing capital during periods of economic contraction, stagnation, and renewal (1929-1946, 1964-1983). In pursuit of this, many investors assemble a varied portfolio of asset classes thinking there is safety in diversification, but in a crisis, such portfolios often collapse right along with the broader mar

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