Hidden Forces

Trump vs. Musk: One Big Beautiful Blowup | Lawrence Fossi

The Case for a New U.S. Industrial Policy | Ian Fletcher

In The Future China Will Be Dominant & the US Irrelevant | Kyle Chan

The Path Through Financial Repression | Charles Calomiris

Narrative Collapse & the Search for New Theories | Pippa Malmgren

Empire of AI: Inside OpenAI’s Race to Conquer the Future | Karen Hao

Dangerous Dependency: Apple & the Rise of China | Patrick McGee

Wealth Preservation During a Fourth Turning | Russell Napier

How To Monetize Government Policy | Mark Spindel

Trump’s First 100 Days and What Comes After | Neil Howe

Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein

The Economic Fallout from Trump’s China Tariffs | Shehzad Qazi

Capital Wars and the Death of Fiscal Illusions | Paulo Macro & Le Shrub

The Hundred Year Pivot | A New Podcast Series by Demetri Kofinas and Grant Williams

Are We About to Enter the First White-Collar Recession? | James van Geelen

Why Fiscal Policy Is What Really Matters For Investors | Kevin Muir

Fiscal policy serves as the primary, yet underappreciated, engine of modern market performance, shifting the economic landscape away from traditional monetary dominance. Independent trader Kevin Muir argues that the U.S. government’s aggressive post-COVID fiscal deficits directly fueled stock market growth and economic...

Navigating the Twin Crises of the 2020s | George Friedman

Is the US at Risk of Losing the Long-Game to China? | Rush Doshi

Living In Wonder: Finding Mystery and Meaning in a Secular Age | Rod Dreher

Ending the Ukraine War: A Reset in U.S.-Russia Relations? | Andrea Kendall-Taylor & Michael Kofman