Podcast Episodes
Back to SearchWhy Japan’s Elections Could Blow Up Global Bond Markets | Weston Nakamura
Episode 429
In Episode 429 of Hidden Forces, Demetri Kofinas speaks with Weston Nakamura, a Tokyo-based financial analyst and the creator of “Across the Spread,” a market analysis and information service that i…
Published on 1 month, 3 weeks ago
Capital Flight, Trade Policy, and the Fate of the Dollar | Joseph Wang
Episode 428
In Episode 428 of Hidden Forces, Demetri Kofinas speaks with Joseph Wang, Chief Investment Officer at Monetary Macro and the founder of Fed Guy, an educational media platform that provides financial…
Published on 1 month, 3 weeks ago
Investing in the Chaos: Macro Signals in a Bot-Filled World | Le Shrub
Episode 427
In Episode 427 of Hidden Forces, Demetri Kofinas speaks with Le Shrub, the author of the Shrubstack Substack who in his previous life was part of a famous team known for putting on “The Big Short” d…
Published on 2 months ago
Trump Doctrine: A New Era of Gunboat Diplomacy | Stephen Walt
Episode 426
In Episode 426 of Hidden Forces, Demetri Kofinas speaks with Stephen Walt, Professor of International Affairs at Harvard University's John F. Kennedy School of Government, about American grand strat…
Published on 2 months, 1 week ago
Tehran to Taipei: the Risks of Strategic Overreach | Dmitri Alperovitch
Episode 425
In Episode 425 of Hidden Forces, Demetri Kofinas speaks with geopolitical and intelligence analyst Dmitri Alperovitch about the new security dynamics and economic opportunities that arise from Ameri…
Published on 2 months, 2 weeks ago
Israel-Iran War: Economic and Strategic Consequences | Kamran Bokhari
Episode 424
In Episode 424 of Hidden Forces, Demetri Kofinas speaks with Kamran Bokhari, Senior Director at the New Lines Institute for Strategy & Policy, who has served in the U.S. State Department and as a Se…
Published on 2 months, 3 weeks ago
The Party Comes First: Power & Politics in Xi's China | Joseph Torigian
Episode 423
In Episode 423 of Hidden Forces, Demetri Kofinas speaks with Joseph Torigian, an expert on the politics of authoritarian regimes and the Chinese Communist Party, with a particular focus on elite pow…
Published on 2 months, 3 weeks ago
Trump vs. Musk: One Big Beautiful Blowup | Lawrence Fossi
Episode 422
Episode 422 is the sixth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with Lawrence Fossi, about the recent fallout between President Donald Trum…
Published on 2 months, 4 weeks ago
The Case for a New U.S. Industrial Policy | Ian Fletcher
Episode 421
In Episode 421 of Hidden Forces, Demetri Kofinas speaks with Ian Fletcher, one of America’s foremost experts on industrial policy, about the problems with free trade and how to revitalize the U.S. e…
Published on 3 months ago
In The Future China Will Be Dominant & the US Irrelevant | Kyle Chan
Episode 420
In Episode 420 of Hidden Forces, Demetri Kofinas speaks with Kyle Chan—an expert on the Chinese economy and China’s industrial policy—about why he believes China is poised to dominate high-end techn…
Published on 3 months, 1 week ago