
Why Fiscal Policy Is What Really Matters For Investors | Kevin Muir
In Episode 407 of Hidden Forces, Demetri Kofinas speaks with the Macro Tourist's Kevin Muir about the power of fiscal spending and why fiscal austerity and trade tariffs will lead to lower asset pric...
31 Mar 202557min

Navigating the Twin Crises of the 2020s | George Friedman
In Episode 406 of Hidden Forces, Demetri Kofinas speaks with renowned geopolitical analyst and forecaster George Friedman about the pivotal institutional and socioeconomic cycles that shape historica...
24 Mar 202552min

Is the US at Risk of Losing the Long-Game to China? | Rush Doshi
In Episode 405 of Hidden Forces, Demetri Kofinas speaks with Rush Doshi, former Deputy Senior Director for China and Taiwan on the National Security Council about the state of the U.S.-China competit...
17 Mar 202556min

Living In Wonder: Finding Mystery and Meaning in a Secular Age | Rod Dreher
In Episode 404 of Hidden Forces, Demetri Kofinas speaks with religious writer Rod Dreher about the crisis of modernity and how to open our eyes to the reality that life and the world are far more myst...
10 Mar 202557min

Ending the Ukraine War: A Reset in U.S.-Russia Relations? | Andrea Kendall-Taylor & Michael Kofman
In Episode 403 of Hidden Forces, Demetri Kofinas speaks with Russia and U.S. national security experts Andrea Kendall-Taylor and Michael Kofman about the Ukraine peace talks between the United States...
3 Mar 202552min

A Turning Point for Value Investing | Mark Holowesko
In Episode 402 of Hidden Forces, Demetri Kofinas speaks with Mark Holowesko, the founding Partner and Chief Executive Officer of Holowesko Partners—a Bahamian-based, value-oriented investment firm th...
17 Feb 202557min

Navigating the Fourth Turning: Power, Technology, & Moral Decline | Demetri Kofinas
In Episode 401 of Hidden Forces, Demetri Kofinas shares his recent appearance on the Grant Williams podcast in which he and Grant discuss how the interplay of political power, technology, and moral d...
13 Feb 20251h 38min

Taking the Chainsaw to Argentina's Bureaucracy | Federico Sturzenegger
In Episode 400 of Hidden Forces, Demetri Kofinas speaks with Federico Sturzenegger, the current head of the Ministry of Deregulation and State Transformation under President Javier Milei in Argentina...
10 Feb 20251h 7min





















