294 episodes

Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.

Hidden Forces Demetri Kofinas

    • Business
    • 4.8 • 153 Ratings

Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.

    Why There Are Reasons To Be Hopeful About America | Scott Galloway

    Why There Are Reasons To Be Hopeful About America | Scott Galloway

    In Episode 273 of Hidden Forces, Demetri Kofinas speaks with Scott Galloway. Scott is a professor of marketing at NYU’s Stern School of Business, a serial entrepreneur, a prolific media personality, and the author of four books.
    His most recent book, titled “Adrift,” attempts to tell the story of America—from the end of world war two to the present day—in order to understand how we arrived at this precarious moment in our nation’s history, the challenges that lie before, and what it will take to navigate those challenges successfully. So that we can emerge from this period with our nationhood and humanity intact.
    As Demetri has said on this podcast many times, in a democratic society power ultimately rests with the people. It’s a cliché, but it’s true. When things don’t feel like they are working out, we can either throw up our hands and blame somebody else or we can make the effort to engage constructively on the challenges that confront all of us. Today’s episode is a roadmap to understanding what some of those challenges are, where they come from, how to address them, and why there are reasons to be hopeful about America and the future of this imperfect experiment that is democracy.
    You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.
    If you have questions about our genius tier, which includes access to the Hidden Forces community, Q&A calls with guests, in-person events, and dinners, you can learn more at HiddenForces.io/subscribe. If you have further questions, feel free to send an email to info@hiddenforces.io, and Demetri or someone else from our team will get right back to you.
    If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
    Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
    Write us a review on Apple Podcasts & Spotify
    Subscribe to our mailing list at https://hiddenforces.io/newsletter/
    Producer & Host: Demetri Kofinas
    Editor & Engineer: Stylianos Nicolaou
    Subscribe & Support the Podcast at https://hiddenforces.io
    Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
    Follow Demetri on Twitter at @Kofinas
    Episode Recorded on 09/19/2022

    • 1 hr 5 min
    The Rise of Inflation & the Great Demographic Reversal | Charles Goodhart

    The Rise of Inflation & the Great Demographic Reversal | Charles Goodhart

    In Episode 272 of Hidden Forces, Demetri Kofinas speaks with economist and author Charles Goodhart. Professor Goodhart is widely recognized for his contributions to the fields of monetary economics and central bank policy and is famously associated with what we commonly refer to as “Goodhart's Law,” the stipulation that any observed statistical regularity ceases to function as an objective or accurate measure the moment that it becomes a target of public policy.
    Both professor Goodhart and his co-author and former colleague Manoj Pradhan recently coauthored a book titled “The Great Demographic Reversal,” which puts forward a compelling and controversial argument about the long-term effects of an aging society on inflation, interest rates, investment, savings, and consumption, as well as economic growth and public policy decisions related to things like taxes and government spending—all of which are discussed in today’s episode.
    The main argument put forward by both authors is that the inevitable decline in dependency ratios caused by aging demographics will lead to structural, long-term increases in interest rates and inflation that will strain government finances and jeopardize the policy-making independence of central banks as their mandates to control inflation come increasingly into conflict with the objectives of politicians and national governments. 
    The objective of today’s episode is to more fully explore the arguments and assumptions that Charles Goodhart and his co-author make in their book, the evidence in support of their conclusions, and the implications of their findings and projections for the economy, investors, and governments.
    You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.
    If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
    Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
    Write us a review on Apple Podcasts & Spotify
    Subscribe to our mailing list at https://hiddenforces.io/newsletter/
    Producer & Host: Demetri Kofinas
    Editor & Engineer: Stylianos Nicolaou
    Subscribe & Support the Podcast at https://hiddenforces.io
    Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
    Follow Demetri on Twitter at @Kofinas
    Episode Recorded on 09/14/2022

    • 2 min
    Secular Inflation & the End of the Great Moderation | Nick Timiraos

    Secular Inflation & the End of the Great Moderation | Nick Timiraos

    In Episode 271 of Hidden Forces, Demetri Kofinas speaks with Nick Timiraos, the chief economics correspondent for The Wall Street Journal, where he covers the Federal Reserve and U.S. economic policy. Timiraos is also the author of Trillion Dollar Triage, a detailed account of the day-by-day and sometimes hour-by-hour policymaking by Federal Reserve officials during the heights of the Covid-19 pandemic and subsequently between 2020-2021. 
    The first part of this conversation focuses on the immediate concerns that investors have about Fed policy and the path of interest rates. This includes a discussion about inflation targeting and inflation expectations, personnel and the centralization of policymaking at the Fed, and tradeoffs between economic growth, financial stability, and inflation.
    In the second hour, Demetri and Nick discuss quantitative tightening, balance sheet capacity, and how this Fed would react to inadvertently “breaking something” in the plumbing of the financial system. They also discuss fiscal and monetary collaboration, the ability or inability to get inflation under control long-term without stabilizing government debt, the Fed put, the stock market, and much, much more.
    Demetri’s goal in this conversation was to ask as many questions and learn as much as possible about how this Fed sees the challenges that lie before it, what data and information are most relevant to Fed officials when deciding how to set policy, how they think about tradeoffs, and how Jay Powell specifically, understands or thinks he understands the financial system and his role as Chairman of the most powerful central bank in the world. There are few people as qualified to answer these questions as Nick Timiraos and this conversation does not disappoint.
    You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.
    If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
    Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
    Write us a review on Apple Podcasts & Spotify
    Subscribe to our mailing list at https://hiddenforces.io/newsletter/
    Producer & Host: Demetri Kofinas
    Editor & Engineer: Stylianos Nicolaou
    Subscribe & Support the Podcast at https://hiddenforces.io
    Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
    Follow Demetri on Twitter at @Kofinas
    Episode Recorded on 09/07/2022

    • 50 min
    Oil Market Update Report & Live Q&A | Rory Johnston

    Oil Market Update Report & Live Q&A | Rory Johnston

    In Episode 270 of Hidden Forces, Demetri Kofinas speaks with Rory Johnson, a widely quoted researcher and expert in global commodities markets and founder of Commodity Context.com.
    This episode is a preview of what subscribers to the new Hidden Forces “Genius” Tier will have access to on a regular basis. This new tier will include live, quarterly calls with guests and researchers whose work Demetri relies on to help him navigate markets and make educated investment decisions for his own portfolio. The tier is scheduled to launch later this month and will also include, among other things, a first-class community purpose-built for real-team quality interaction; video recaps by Demetri provided after every episode; priority access to in-person events; and regular Q&A calls where subscribers will be able to interact with and ask questions of both Demetri and his guests in real-time.
    Demetri will be making a formal announcement on the podcast when this new tier goes live. If you want to learn a bit more about it in the meanwhile, Rory and Demetri spend some time at the top of the podcast today discussing it before getting into Rory’s latest research on the state of the oil complex and what he’s seeing in terms of supply/demand dynamics and market positioning.
    You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.
    If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
    Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
    Write us a review on Apple Podcasts & Spotify
    Subscribe to our mailing list at https://hiddenforces.io/newsletter/
    Producer & Host: Demetri Kofinas
    Editor & Engineer: Stylianos Nicolaou
    Subscribe & Support the Podcast at https://hiddenforces.io
    Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
    Follow Demetri on Twitter at @Kofinas
    Episode Recorded on 09/02/2022

    • 50 min
    Navigating a World Trapped Between Scarcity & Abundance | Mike Green

    Navigating a World Trapped Between Scarcity & Abundance | Mike Green

    In Episode 269 of Hidden Forces, Demetri Kofinas speaks with portfolio manager & chief strategist at Simplify Asset Management, Mike Green. Mike is a deep thinker and so much of what he has to say is value-additive. It illuminates some aspect of the market or some socio-political phenomenon or dynamic that has profound explanatory power. Today’s conversation was no exception.
    The two spent the first hour discussing a number of topics that Demetri has explored on his podcast before, including topics related to corporate vs. state power, the role of government in the economy, the lack of leadership in government, and the types of reforms needed to resolve some of the structural challenges that our political economy faces. The second hour, which is available to premium subscribers only, drills deeper into the conversation about corporate power, as well as the roles and responsibilities of media personalities and organizations in serving the public interest. Demetri and Mike also discuss inflation, its drivers, as well as how to maintain optionality while at the same time protecting oneself from sovereign credit risk, something that is top of mind for those of you concerned about the long-term status of the US Dollar and all fiat currencies. This is especially true if you believe that we have transitioned into a new inflationary regime with structurally higher consumer prices and costs of capital.
    You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.
    If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
    Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
    Write us a review on Apple Podcasts & Spotify
    Subscribe to our mailing list at https://hiddenforces.io/newsletter/
    Producer & Host: Demetri Kofinas
    Editor & Engineer: Stylianos Nicolaou
    Subscribe & Support the Podcast at https://hiddenforces.io
    Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
    Follow Demetri on Twitter at @Kofinas
    Episode Recorded on 08/30/2022

    • 1 hr
    Machine Intelligence, Humanity, and the Will to Power

    Machine Intelligence, Humanity, and the Will to Power

    In Episode 268 of Hidden Forces, Demetri Kofinas replays a monologue that he wrote and first published nearly five years ago about the future of humanity, machine intelligence, and the power process.
    When he began Hidden Forces, Demetri was primarily concerned with exploring some of the recent advancements in technology and humanity’s scientific understanding of both the external world, as well the internal one that gives rise to the human experience. He believed (and still does) that many of the socio-cultural and political changes that we were experiencing in the world were being strongly influenced and shaped by these advancements, which is why so many of our early episodes were philosophical in nature, dealing with questions of epistemology, identity, and meaning.
    In preparing for his recent conversation with director Alex Lee Moyer, Demetri was inspired to go back and listen to a monologue that we published nearly five years ago and which dealt directly with some of these more philosophical questions. The monologue was rooted in a set of observations about the role of digital technology and machine intelligence in shaping our experience of the world, our sense of agency, and our very notions of what it means to be a human being. The monologue is even more relevant today than it was in 2017 when he first wrote it.
    We are living through an extortionary moment in human history. Nothing short of our humanity is at stake, whether from the growing possibility of total war, the creeping security state and surveillance capitalism, or even just the abject apathy and nihilism that seems to be infecting more and more of society. If you are a listener of this show, then these issues concern you directly, and while you may not be the CEO of Google or the head of the Federal Communications Commission, your input, activism, and engagement on these issues will be a decisive factor in determining not only the quality of our future, but the quality of the world that we leave for our children and grandchildren.
    You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.
    If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
    Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
    Write us a review on Apple Podcasts & Spotify
    Subscribe to our mailing list at https://hiddenforces.io/newsletter/
    Producer & Host: Demetri Kofinas
    Editor & Engineer: Stylianos Nicolaou
    Subscribe & Support the Podcast at https://hiddenforces.io
    Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
    Follow Demetri on Twitter at @Kofinas
    Episode Recorded on 12/15/2017

    • 31 min

Customer Reviews

4.8 out of 5
153 Ratings

153 Ratings

Buffting888 ,

Objective in-depth current

One of the most in-depth yet educational to someone without deep knowledge about extremely current affairs. The host is extremely objective in his dive into complex issues in this world. No propoganda jus deep education. One of my favourite shows.

JWphoto12345 ,

One of the best.

Great pod casts with fantastic guests….even when I profoundly disagree with them. Ep 248 had a couple of ‘it’s all NATO’s fault’ Putin apologists on but even that was helpful as they were allowed to make their case, airing the hypocrisies of what you might call ‘the Macron/Kissinger’ view. Claiming your position is valid because lots of German and French listeners agreed with it is a lot less validating than having a lot of Ukrainians agree with it, and I’m guessing there is precious few of those. Ukrainian self determination didn’t feature at all in the guests argument. The interview with Zeihan was far more realistic but I really appreciate the two view sitting together in the same stream with the listener left to decide. Great work Demetri, thank you.

Fghuiop ,

Episode 159

I’m a huge fan and subscriber at Patreon. However his treatment of legacy subscribers apple podcasts/patreon is highly questionable

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