Hidden Forces15 Tammi 2019

Forward Guidance: Investor Concerns and Market Trends for 2019 | Peter Boockvar

In Episode 74 of Hidden Forces, Demetri Kofinas speaks with Peter Boockvar. Peter is Chief Investment Officer for Bleakly Advisory Group and a regular on CNBC, where he provides market commentary about fed policy, market trends, economic data, stocks, bonds, etc.

Every now and again, Demetri brings people from the media onto Hidden Forces in order to get their take on the markets and to hear their interpretations about the latest data, news, and information. The purpose of this is to gain a better understanding of how the news media is constructing the very narratives that given reason to what we're seeing and what we can expect to see in the coming weeks and months.

There has been a significant shift in how the financial press has been talking about markets recently. Even the words that they have been using to describe developments that could otherwise be viewed in a positive light are being characterized in bearish terms. Demetri asks Peter for his interpretation of some of the recent economic data, including the latest manufacturing numbers out of Germany, as well as the recent anecdotal data provided by Apple in their 1,400-word letter to investors, which lead to a 10% drop in their stock price (their worst, one-day performance in five years). The two discuss recent comments by Fed chairman Powell, the prospect and performance of financial stocks, concerns about liquidity, the government shutdown, trade, China, marijuana stocks, Tesla, and what Demetri believes is the resurgence of democratic socialism as a powerful force that markets will need to contend with in 2020.

Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Why History Can't Prepare Us for What's Coming | Alap Shah

In Episode 482 of Hidden Forces, Demetri Kofinas speaks with hedge fund manager Alap Shah, co-author of "The Global Intelligence Crisis," a three-part essay series examining the economic, political, ...

1 Kesä 54min

How Demographics Will Break the Bond Market | Manoj Pradhan

In Episode 481 of Hidden Forces, Demetri Kofinas speaks with economist and Talking Heads Macroeconomics founder Manoj Pradhan about his and Charles Goodhart's new book, The Unanchored Central Banker,...

27 Touko 1h 4min

AI and the Collapse of State Power | Miles Taylor

In Episode 480 of Hidden Forces, Demetri Kofinas speaks with Miles Taylor, former Chief of Staff at the Department of Homeland Security during the first Trump administration and later head of advance...

18 Touko 1h

God, AI, and the Coming Violence | Will Manidis

In Episode 479 of Hidden Forces, Demetri Kofinas speaks with Will Manidis, co-founder of healthcare AI company ScienceIO, 2019 Thiel Fellow, and early-stage investor, about the collapse of secular in...

11 Touko 58min

How China Is Winning the Iran War | Jon Alterman

In Episode 478 of Hidden Forces, Demetri Kofinas speaks with Jon Alterman, the Zbigniew Brzezinski Chair in Global Security and Geostrategy at the Center for Strategic and International Studies, abou...

4 Touko 49min

US Grand Strategy & the Revenge of Geopolitics | Edward Luce

In Episode 477 of Hidden Forces, Demetri Kofinas speaks with Edward Luce, columnist and US national editor at the Financial Times, about the history of American Grand Strategy and the revenge of geop...

20 Huhti 57min

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 A...

16 Huhti 49min

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 ideo...

13 Huhti 57min