The Final Phase of the Debt Supercycle | Edward Chancellor
Episode 431 is the seventh episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with Edward Chancellor, a financial historian, award-winning journalist, an...
31 Jul 20251h 26min
Stablecoins are Fueling a New Era of Dollar Dominance | Vance Spencer & Michael Anderson
In Episode 430 of Hidden Forces, Demetri Kofinas speaks with Vance Spencer and Michael Anderson. Mike and Vance are the founders of Framework Ventures, one of the largest venture capital firms in cry...
28 Jul 202546min
Why Japan's Elections Could Blow Up Global Bond Markets | Weston Nakamura
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 id...
24 Jul 202554min
Capital Flight, Trade Policy, and the Fate of the Dollar | Joseph Wang
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 ...
21 Jul 202549min
Investing in the Chaos: Macro Signals in a Bot-Filled World | Le Shrub
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" du...
14 Jul 202550min
Trump Doctrine: A New Era of Gunboat Diplomacy | Stephen Walt
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 strate...
3 Jul 202548min
Tehran to Taipei: the Risks of Strategic Overreach | Dmitri Alperovitch
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 Americ...
30 Jun 202550min
Israel-Iran War: Economic and Strategic Consequences | Kamran Bokhari
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 Sen...
24 Jun 20251h 3min
