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Demetri Kofinas · Business

Hidden Forces

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.

Episodes

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The Last Bubble? Finding Value in a World on Fire | Jeremy Grantham & Edward Chancellor

02 Feb 2026
49m
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The podcast explores Jeremy Grantham's evolution as a value investor, his investment philosophy, and his concerns about overvalued markets and existential risks. Grantham, along with Edward Chancellor, discusses the principles that have guided his six-decade career, emphasizing mean reversion in asset markets. They hig...

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Why Europe Must Prepare to Go It Alone | Carlo Masala

26 Jan 2026
53m
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Iran's Counterrevolution & the Future of the Greater Middle East | Kamran Bokhari

19 Jan 2026
3m
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The Epstein Files Are Worse Than You Think | Patrick Boyle

15 Jan 2026
1h 11m
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The Mattering Instinct: Our Desperate Need to Find Meaning | Rebecca Goldstein

12 Jan 2026
53m
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Trump's New Strategy for Latin America: Venezuela, Cuba, & the 'Donroe Doctrine' | Brian Winter

09 Jan 2026
3m
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Late-Cycle Investment Theory: Foundations for the Coming Decade | Nicolas Colin

29 Dec 2025
48m
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Trump's National Security Strategy: A Plan to Contain China or Carve Up the World? | Jamie Metzl

22 Dec 2025
1h 8m
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In this episode of Hidden Forces, Demetri Kofinas interviews Jamie Metzl, author and futurist, about the Trump administration's 2025 national security strategy. The conversation begins with an analysis of the strategy's narrative, questioning whether it advocates for a balance of power structure akin to the 19th centur...

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AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman

15 Dec 2025
46m
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In this episode of Hidden Forces, Demetri Kofinas interviews Jason Furman, an economic policy expert, about the U.S. economy, AI, and government policy. They discuss Furman's experiences in the Clinton and Obama administrations and his views on the government's role in the economy. The conversation covers AI regulation...

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Diagnosing the Metacrisis: Reality & Meaning in Modern Life | Iain McGilchrist

08 Dec 2025
1h 18m
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China Shock 2.0: State Capitalism at the Frontier | Dinny McMahon

01 Dec 2025
52m
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How to Navigate the New Investment Paradigm | Lawrence McDonald

24 Nov 2025
54m
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Investment Implications of the AI CapEx Boom | Chase Taylor

17 Nov 2025
48m
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Investing on the Front Lines of the AI Arms Race | Nathan Benaich

10 Nov 2025
53m
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A Practical History of Financial Markets | Russell Napier

06 Nov 2025
25m
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What Happens When Social Trust Collapses? | Peter Atwater

03 Nov 2025
3m
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Trump’s Plan to Remake the Middle East | Kamran Bokhari

23 Oct 2025
1h 3m
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The “Boomer Blues” and a Return to Faith | Roger Mitchell

21 Oct 2025
3m
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China's Quest to Engineer the Future | Dan Wang

13 Oct 2025
50m
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China operates as an engineering state, prioritizing large-scale infrastructure and technological diffusion, while the United States functions as a lawyerly society characterized by regulatory obstruction and a focus on legal safeguards. This divergence stems from differing leadership compositions: China’s reliance on ...

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The End of Neoliberalism and the Coming Storm | Viktor Shvets

06 Oct 2025
54m
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