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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, and the author of “Devil Take the Hindmost: A History of Financial Speculation." Eddie, Grant, and Demetri discuss how excessively interventionist monetary policies and widespread speculative excesses have prolonged the final phase of a “Debt Supercycle,” whose bursting will likely usher in a new era of financial repression, marked by increased capital controls, currency crises, heightened geopolitical risk, and social turmoil. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 07/24/2025
In this special HairCon edition of Cutting Through the Noise, Hayley Mears sits down with the vibrant and passionate Demetri Deacon-Jones, EMEA Beauty Experience Training Manager at Dyson, for an energetic chat on the intersection of engineering and creativity in professional hairdressing.Set against the buzzing, festival-style backdrop of HairCon—a venue filled with exposed beams, music, and hairdressing's best minds—this episode captures the magic of the event while diving deep into how Dyson is changing the hair game with tools designed for both professionals and consumers.
Send us a textIn this insightful episode of “Reclaiming Inner Peace,” Demetri delves into the transformative process of reparenting ourselves after experiencing rejection. Join him as he shares personal stories and practical strategies to heal from the hurt of being overlooked or dismissed. Demetri explores the importance of self-compassion, inner dialogue, and building a nurturing relationship with ourselves. Whether you're navigating the aftermath of a recent rejection or reflecting on past experiences, this episode offers valuable insights to help you rebuild your sense of self-worth and embrace a brighter future. Tune in and discover how to turn rejection into a powerful catalyst for growth and self-discovery.Viewer discretion is advised for this love-themed podcast. The content may contain discussions of sensitive topics related to relationships, dating, and love. Some content may not be suitable for all listeners, especially those uncomfortable with open and vulnerable conversations. We encourage our listeners to practice self-care and to reach out to a trusted friend or professional if they need support. If you have no friends, you have me! Welcome to the Lost Loverboy Podcast!
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 market analysis to investors and policymakers informed by a deep understanding of monetary mechanics and public policy. Joseph and Demetri spend the first hour of their conversation discussing Joseph's monetary and public policy frameworks, how these frameworks help us make sense of the White House's trade policy, and the downstream consequences for financial markets and the broader economy that stem from these observations. The second hour is devoted to a conversation about the long-term consequences of capital flight for the U.S. government's finances, the strength of its economy, the performance of U.S. asset markets, the value of the dollar, and how all of these variables could influence future policy decisions and the tenor of politics in the country over the next 10 years. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 07/15/2025
Demetri Ravanos & his SEC bubble bath joined the Friday edition of 3 Man Front to discuss this year's SEC Media Days and how the event has changed over time. See omnystudio.com/listener for privacy information.
Hour 2 of Friday's 3 Man Front included Barrett Sallee discussing the second half of the 2025 season for the Braves, Demetri Ravanos' thoughts on #SECMediaDays & tons of your texts!See omnystudio.com/listener for privacy information.
Send us a textIn this captivating episode of the Lost Loverboy Podcast, Demetri delves deep into the enigmatic world of emotionally unavailable men. Through insightful commentary and personal anecdotes, he uncovers the underlying reasons for their behaviors and the methods they employ to navigate relationships. Listeners will gain a better understanding of the emotional barriers these men put up and learn practical strategies for recognizing red flags. Demetri also shares tips on how to communicate effectively and foster emotional connection, empowering those struggling to connect with an emotionally distant partner. Join us for an enlightening discussion that just might change the way you view love and relationships!Viewer discretion is advised for this love-themed podcast. The content may contain discussions of sensitive topics related to relationships, dating, and love. Some content may not be suitable for all listeners, especially those uncomfortable with open and vulnerable conversations. We encourage our listeners to practice self-care and to reach out to a trusted friend or professional if they need support. If you have no friends, you have me! Welcome to the Lost Loverboy Podcast!
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” during the 2008 Great Financial Crisis. This recording is the result of a phone call Demetri made to Le Shrub to catch up on markets and life after returning from a recent trip to Italy where he spent time with some guests of the podcast discussing the effect that rapid technological changes are having on the evolution of human societies, culture, politics, and the economy. Le Shrub and Kofinas spend the first hour exploring some of these themes and the collective sense in Western countries that our governing systems, societal norms, and democratic institutions are unraveling at a quickening pace, hurdling us toward some inexorable economic and political reset. They shift their focus in the second hour toward the markets as Le Shrub educates listeners on his investment process and how it has fared in this increasingly chaotic information landscape where signal is often drowned by a cacophony of bad information spread by malicious actors, uninformed clout chasers, and bots. This includes a discussion about how Le Shrub has sought to monetize the second order effects of the most recent Trump tariffs on copper and the Brazilian economy. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 07/10/2025
It's always a fun time when Demetri Ravanos joins 3 Man Front! In our extended visit we discussed his latest from the bubble bath, his SEC comparisons, what he would ask Kalen DeBoer at SEC Media Days, plus he joined us for Molly's movie review of Pee-wee's Big Adventure! See omnystudio.com/listener for privacy information.
Hour three of 3 Man Front included our extended visit with Demetri Ravanos as he joined us to talk about his latest SEC bubble bath and Molly's movie review of Pee-Wee's Big Adventure. Plus, we looked at what CFB rivalries have the best names! See omnystudio.com/listener for privacy information.
Welcome to Art is Awesome, the show where we talk with an artist or art worker with a connection to the San Francisco Bay Area. In this Episode, Emily features an in-depth conversation with mixed media artist Demetri Broxton whose work is showcased in several prestigious museums and exhibitions in San Francisco. The discussion delves into Demetri's artistic themes, including his use of beads, the influence of his family history, and specific works like 'Save Me, Joe Lewis' and textiles depicting Black whalers for the 'Black Gold: Stories Untold' exhibit. Demetri also shares his background, how he became involved with Root Division, and answers questions about his artistic journey and influences.About Artist Demetri Broxton:Demetri Broxton is a Bay Area artist, independent curator, and the Executive Director of Root Division in San Francisco. Born and raised in Oakland, CA, he earned a BFA at UC Berkeley with an emphasis in painting and an MA in Museum Studies from San Francisco State University. His artwork has been exhibited internationally and most recently at the Chinese Historical Society of America, Art Gallery of Alberta, de Young Museum, Crocker Art Museum, Kala Art Institute, and the Norton Museum of Art. Broxton's artwork is held in several private and public collections including the Monterey Art Museum, de Young Museum, and Crocker Art Museum. He is represented by Patricia Sweetow Gallery in Los Angeles, CA. Visit Demetri's Website: DemetriBroxton.comFollow Demetri on Instagram: @DBroxtonStudioFor more about the exhibit Black Gold - Stories Untold, CLICK HERE. For more about Demetri Broxton at The Guardhouse, CLICK HERE.--About Podcast Host Emily Wilson:Emily a writer in San Francisco, with work in outlets including Hyperallergic, Artforum, 48 Hills, the Daily Beast, California Magazine, Latino USA, and Women's Media Center. She often writes about the arts. For years, she taught adults getting their high school diplomas at City College of San Francisco.Follow Emily on Instagram: @PureEWilFollow Art Is Awesome on Instagram: @ArtIsAwesome_Podcast--CREDITS:Art Is Awesome is Hosted, Created & Executive Produced by Emily Wilson. Theme Music "Loopster" Courtesy of Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 4.0 LicenseThe Podcast is Co-Produced, Developed & Edited by Charlene Goto of @GoToProductions. For more info, visit Go-ToProductions.com
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 strategy, the Trump Doctrine of Coercive Primacy, and the implications of Washington's new Gunboat Diplomacy in the Middle East. Stephen is a prominent member of the realist school in international relations. He's been a long-time critic of American adventurism and an advocate for a more restrained approach to U.S. foreign policy. In the first hour, Stephen provides his assessment of recent events in the Middle East, how U.S. policy in the region improves or worsens America's global position, and what we can say with certainty about the Trump administration's approach to foreign policy. In the second hour, he and Demetri discuss: (1) America's policy in the Middle East (2) Iranian intentions and the potential for regime change (3) Solutions to the Israeli-Palestinian conflict (4) American grand strategy (5) The long-awaited U.S. pivot to Asia that has failed to fully materialize Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 06/25/2025
Demetri Ravanos of SEC Unfiltered stopped by 3 Man Front on Friday to discuss his deep dive into what the college football world would look like if Nick Saban never became the head coach at Alabama.See omnystudio.com/listener for privacy information.
The third hour of Friday's 3 Man Front featured Demetri Ravanos discussing how different CFB would be if Nick Saban never went to Alabama, a brand new edition of #PatPonders & the latest on Texas State's move to the Pac-12. See omnystudio.com/listener for privacy information.
In the latest episode of The Hundred Year Pivot, Demetri and I sit down with Lawrence Fossi—better known to many as Montana Skeptic—for a fearless exploration of America's fraying social fabric. From the shifting character of New York City to the cults of personality surrounding Elon Musk and Donald Trump, we dissect the cultural, political, and institutional forces eroding public trust and cohesion. With Lawrence's trademark candour, the conversation delves into the dangers of celebrity-driven populism, the fragility of democratic norms, and the deep structural imbalances threatening the US political and economic system. This is a sobering yet essential listen for anyone trying to make sense of the chaos—and looking for slivers of hope within it. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
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 Senior Consultant with the World Bank. Bokhari first appeared on the podcast shortly after the October 7th attacks to discuss the violence ignited by Hamas, the nature and scope of Iranian involvement, and how various regional actors exploited the growing disorder to their advantage, as the Biden administration struggled to stabilize a region on the brink of another major war. In subsequent appearances, Bokhari has provided the Hidden Forces audience with critical context for understanding U.S.-Israeli and Iranian strategic aims and limitations, the interests and constraints of other regional states (including Saudi Arabia and Turkey), how the events in the Middle East are perceived in Beijing and Moscow, and how the situation may evolve from here. The broader conflict with Iran, which has consistently framed these discussions, has now directly involved the United States following its recent deployment of fourteen 30,000-pound bombs targeting three Iranian nuclear sites: the Fordow Uranium Enrichment Plant, the nuclear facility in Natanz, and the Isfahan Nuclear Technology Center. What happens next—and whether the White House's actions will ultimately prove beneficial to America's long-term strategic objectives—forms the central focus of this two-hour conversation. In the first hour, Bokhari and Kofinas update listeners on recent developments, assessing the initial successes and failures of U.S. and Israeli strategic planners, the Iranian response, immediate risks to the United States and its allies, and how this war is likely to reshape the economic and security order of the Middle East over the next five years. In the second hour, Demetri and Kamran widen their aperture to examine how the conflict will affect the economic and military imperatives of the United States and China, along with their respective alliances and trading networks. They also discuss the potential economic repercussions and secondary impacts resulting from America's attack on Iran. The episode concludes with an examination of best- and worst-case scenarios, ranging from a new investment supercycle in the Middle East to the deployment of battlefield nuclear weapons and heightened risks of international terrorism in the United States and Europe. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 06/23/2025
David, Jon and Alfie are joined by Exeter City's Demetri Mitchell top have a chat about Man UTD, Exeter and The Gap. Get a glimpse of what Deme's up to off the pitch and follow his journey at http://benirclo.com And if you'd like to support the pod and receive episodes early be part of a super little community then sign up to Patreon.com/davidearl thanks! Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode features Jake Nutter and Demetri Stamoulis who recently won the 36 hole 4ball event at Owl's Nest - always one of the fun events of the year where teams go low. I talk with them about their respective golf backgrounds from high school through college and then we get into the tournament. They share stories of the chip-ins for birdie and the hot putter that propelled them into an early lead after the morning 18 holes. Thanks to The Oaks for sponsoring the podcast this season. And thanks for listening! Song is Good Vibe by Ketsa and is licensed under CC BY-NC-ND 4.0
Bubble bath expert Demetri Ravanos stopped by 3 Man Front with a fun discussion... who are the biggest dorks in the SEC? From Brian Kelly to Shane Beamer, he gave us his answers and why! See omnystudio.com/listener for privacy information.
In the third hour of 3 Man Front we caught up with Demetri Ravanos and discussed who are the biggest dorks in the SEC, why Wisconsin is suing Miami, and Molly gave her review of When Harry Met Sally! See omnystudio.com/listener for privacy information.
Send us a textIn this episode of "Chasing Illusions," Demetri dives deep into the complexities of falling for potential, both in ourselves and in others. Join him as he unpacks the often-unrealistic expectations we set when we see the spark of what could be, rather than embracing the reality of what is. Through personal anecdotes, expert insights, and real-life examples, Demetri guides listeners on how to recognize when they're idealizing potential and the potential pitfalls that come with it. Tune in for thought-provoking discussions on self-awareness, personal growth, and the importance of setting boundaries in relationships. Don't let potential blind you—learn how to make choices rooted in reality!Viewer discretion is advised for this love-themed podcast. The content may contain discussions of sensitive topics related to relationships, dating, and love. Some content may not be suitable for all listeners, especially those uncomfortable with open and vulnerable conversations. We encourage our listeners to practice self-care and to reach out to a trusted friend or professional if they need support. If you have no friends, you have me! Welcome to the Lost Loverboy Podcast!
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. economy. Ian and Demetri spend the first hour of the episode laying the foundation for the argument Fletcher and his co-author, Marc Fasteau, present in their book Industrial Policy for the United States: Winning the Competition for Good Jobs and High-Value Industries. This portion includes a comprehensive critique of free-market economics and a systematic exploration of the tools that can be deployed to build critical industries and ignite flywheels of innovation essential to the long-term success of a modern economy. In the second hour, Kofinas and Fletcher examine international and historical examples of both successful and unsuccessful implementations of industrial policy, discussing what went right, what went wrong, and how those lessons can inform the development and implementation of a successful industrial policy for the United States in the 21st century. The conversation concludes with a series of policy recommendations for the White House and Congress. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 06/2/2025
Send us a textIn this episode of the Lost Loverboy Podcast, Demetri takes a reflective journey into the lessons that many men, including himself, weren't taught as boys. He opens up about the emotional truths, relationship skills, and societal pressures that often go unaddressed. Join Demetri as he shares personal stories and insights about vulnerability, communication, and self-discovery, while exploring why these lessons matter in becoming a well-rounded man. Tune in for an intimate conversation that challenges us to rethink what it means to grow up as a man today.Viewer discretion is advised for this love-themed podcast. The content may contain discussions of sensitive topics related to relationships, dating, and love. Some content may not be suitable for all listeners, especially those uncomfortable with open and vulnerable conversations. We encourage our listeners to practice self-care and to reach out to a trusted friend or professional if they need support. If you have no friends, you have me! Welcome to the Lost Loverboy Podcast!
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 technology and manufacturing, and why factories worldwide will reorganize their supply chains with China at the center, as the world's preeminent technological and economic superpower. Kyle and Demetri spend the first hour dissecting China's industrial policy and dispelling misconceptions about the historical foundations of economic prosperity. Their discussion highlights the reciprocal interactions among the state, financial capitalism, and the market economy—dynamics that have driven the technological revolutions transforming modern life over the past two centuries. In the second hour, Chan and Kofinas delve deeper into China's playbook, drawing lessons for the United States. They outline policy choices that are both self-evident and broadly bipartisan: investing in research and development; forging strategically important economic ties with other nations; and fostering a welcoming, attractive climate for international talent and capital. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 04/20/2025
Send us a textIn this heartfelt episode of the Lost Loverboy Podcast, join us as we dive deep into the unique bond between a son and his mother. In a raw and intimate one-on-one conversation, we explore love, loss, and the lessons that shape us. With candid stories and touching reflections, we discuss everything from childhood memories to the wisdom that only a mother can impart. Tune in as we uncover the complexities of love through the eyes of a son who has always held his mother as his first and most enduring love. This episode is a celebration of family, connection, and the unbreakable ties that bind us.In this heartfelt episode of the Lost Loverboy Podcast, join us as we dive deep into the unique bond between a son and his mother. In a raw and intimate one-on-one conversation, we explore love, loss, and the lessons that shape us. With candid stories and touching reflections, we discuss everything from childhood memories to the wisdom that only a mother can impart. Tune in as we uncover the complexities of love through the eyes of a son who has always held his mother as his first and most enduring love. This episode is a celebration of family, connection, and the unbreakable ties that bind us.Viewer discretion is advised for this love-themed podcast. The content may contain discussions of sensitive topics related to relationships, dating, and love. Some content may not be suitable for all listeners, especially those uncomfortable with open and vulnerable conversations. We encourage our listeners to practice self-care and to reach out to a trusted friend or professional if they need support. If you have no friends, you have me! Welcome to the Lost Loverboy Podcast!
In another compelling episode of The Hundred Year Pivot, Demetri and I are joined by Dr. Pippa Malmgren to unpack the profound challenges facing American society today. Drawing from her extensive experience in US and UK political spheres, Pippa explores the collapse of shared narratives amid political polarization, economic pressures, and an overwhelming flood of information that drives people into ideological silos. She highlights how this ‘narrative collapse,' fueled by repeated national traumas and algorithm-driven media, threatens public trust, rational discourse, and the very legitimacy of government. Pippa calls this moment a Copernican shift in American reality, emphasizing the urgent need for what she so beautifully describes as ‘heartware'- empathy, compassion, and courageous dialogue – to navigate these turbulent times. We also touch on the implications of recent UAP disclosures as symbols of institutional opacity and the limits of current scientific paradigms as Pippa offers a vital perspective on how we might rebuild understanding and resilience in an era defined by uncertainty and division. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
In the third episode of The Hundred Year Pivot, Demetri and I are joined by one of our main inspirations for setting out on this podcast journey, renowned financial historian Russell Napier, for a sweeping exploration of the deep structural imbalances reshaping the global economic and monetary order. Russell lays out a powerful framework for understanding the unwinding of decades-long distortions—rising debt, trade and capital flow asymmetries, and the pivotal role of China in the shifting global balance. As geopolitical alliances realign and governments turn increasingly to capital controls and financial repression, Russell warns that traditional investment strategies may prove dangerously inadequate. From the future of the U.S. dollar to the strategic role of gold and real assets, Russell offers a masterclass in navigating a world where preserving wealth demands foresight, flexibility, and a willingness to think far beyond the consensus as The Hundred Year Pivot forces us to completely change the way we think about the world around us and how we invest therein. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
In the second episode of The Hundred Year Pivot, Demetri and I talk with the man whose work inspired us to set off on this journey together – the co-author of seminal book The Fourth Turning and author of The Fourth Turning is Here, Neil Howe. What follows is a timely and thought-provoking conversation on generational theory and the turbulent state of not just the United States, but the entire world today. From rising partisanship and institutional decay to shifting cultural norms around religion, gender, and substance use, Neil unpacks the patterns he sees repeating—and what they might mean for the road ahead. We explore the defining characteristics of a Fourth Turning, why America and the rest of the world may already be deep into one, and what the implications could be both at home and on the world stage—including the possibility of a major confrontation with China. This is a deep dive into the forces reshaping our society with one of their keenest observers—and a disturbing look at what history tells us might come next. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Demetri Ravanos joins the show to talk about his article about coaches getting back into coaching after joining the media, he weighs in on the drama surrounding Bill Belichick off the field, and promotes his podcast festival coming later this year See omnystudio.com/listener for privacy information.
What if the biggest risk in markets today isn't volatility, inflation, or geopolitics - but the stories we believe to be true? In this unfiltered and thought-provoking episode, Demetri Kofinas joins Cem Karsan and Niels Kaastrup-Larsen for a piercing conversation that challenges how we process information, construct narratives, and make decisions in uncertain environments. This isn't about market forecasts - it's about how easily our thinking can be hijacked. From the corrosive incentives of financial media to the quiet ways conviction becomes cognitive quicksand, Demetri argues that investors today are drowning not in data, but distortion - misled by institutions built to entertain, not enlighten. Yet this episode is more than critique. It offers a path forward - one grounded in introspection, discomfort, and the discipline of intellectual honesty. For anyone managing capital - or simply trying to see clearly in a noisy world—this is a conversation that may shift not just your positions, but your perspective. Because the greatest edge in markets isn't a model. It's clarity when others are lost in the fog.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Demetri on X.Episode TimeStamps: 03:21 - Introduction to Demetri Kofinas04:39 - The era of financial nihilism11:44 - The birth of a radical optimism?20:10 - The risk of not heeding the call26:16 - The dark side of smoothing the business cycle29:14...
Demetri Ravanos of Barrett Media stopped by the Wednesday edition of 3 Man Front to share his perspective on the Bill Belichick & Jordan Hudson drama and why he doesn't expect Bill to coach a single game for UNC.See omnystudio.com/listener for privacy information.
The third hour of Wednesday's 3 Man Front included our daily poll question on which SEC head coach you love to watch lose, Demetri Ravanos breaking down the Belichick & Jordan drama and Conrad getting fired for the upcoming Alabama football season. See omnystudio.com/listener for privacy information.
In Episode 414 of Hidden Forces, Demetri Kofinas speaks with Mark Spindel about monetizing government policies and how an improved understanding of their effect on markets can enhance the value and performance of your portfolio. Demetri and Mark spend the episode's first hour evaluating Trump's first 100 days in office, assessing his policy objectives and his effectiveness (or ineffectiveness) in turning those policies into tangible economic and political victories for his administration. They discuss: Tariff-induced supply chain disruptions Price inflation Higher interest rates Lower asset prices A falling U.S. Dollar In the second hour, Spindel and Kofinas focus on the investment implications that stem from a more accurate understanding of government policy and its effect on markets. Listeners will walk away with a deeper understanding of: The government's role in the economy The myth of Fed independence How policy impacts equity and bond performance The role of alternative safe assets The impact of new tax regimes on investment outcomes Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 04/29/2025
St. Nicholas Greek Orthodox Christian Church Lexington, Ma Podcast
On Sunday, May 4 our Parish Family held our Spring General Assembly. Fr. Demetri offered his sermon and his report to the faithful at the end of The Divine Liturgy.Some highlights:Paschal Season and the beauty we find at this time of yearSpecial Thank you‘sGreat and Holy Week & PaschaA few ministriesAdult Education
In Episode 412 of Hidden Forces, Demetri Kofinas speaks with financial journalist and economic historian, Paul Blustein about the U.S. Dollar's historical resiliency in the face of international shocks and crises, and whether Dollar hegemony can survive the breakdown of the international capital and trading system. In the first hour, Kofinas and Blustein trace how the U.S. dollar became the de facto currency for global trade, savings, and investment and what recent policy shifts in Washington—and how they have been perceived abroad—may mean for the future value and status of the Greenback. The second hour builds on this foundation as Paul and Demetri speculate about what the future holds for dollar hegemony in a world characterized by growing trade protectionism, a breakdown in international cooperation, and a potentially irreparable loss of confidence among foreign investors in U.S. leadership and in the strength and reliability of U.S. capital markets. This could not be a timelier conversation about a subject whose ramifications will continue to play out over many years if not decades to come. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 04/23/2025
This is a brand new podcast series for which I've teamed up with my good friend Demetri Kofinas, to explore and understand the changing world around us. Welcome to The Hundred Year Pivot. This joint effort is based on a shared belief that we are living through a once-in-a-century reordering - geopolitical, economic, moral, even spiritual. Everything – our families, societies, and governments- depends on us getting it right. Demetri and I invite you to join us as we develop novel maps and investment frameworks to help us navigate: • The breakdown of our existing political and social systems of organization and control • The emergence of new economic, financial, and monetary trading blocks • The reprioritization of national and economic security • The channeling of national savings into a new military and technological arms race • The development of a new investment paradigm with historic implications for investors Together, Demetri and I will be speaking with the smartest, most thoughtful people we know to help us chart a path through this gathering storm as we seek to position ourselves, our organizations, and our families for the changes to come. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
In Episode 411 of Hidden Forces, Demetri Kofinas speaks with Shehzad Qazi of China Beige Book about the impact Trump's China tariffs are having on the U.S. and Chinese economies and prospects for a grand bargain. Demetri and Shehzad discuss: The material impact that the trade war has had thus far on both economies The companies and sectors most likely to be impacted, as well as those best positioned to weather the storm The respective performance of each country's currency and stock market Explanations for the punctuated sell-off in U.S. Treasuries China's action plan to revitalize domestic consumption Demetri also asks Shehzad about Trump's stated desire to “do a deal with China,” what such a deal would look like, how big it could be, and what concessions either side is prepared to make in order to get it done. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 04/16/2025
'I was curious as to how exactly the scouting process worked in ancient armies, although I'm sure it varied widely throughout different cultures and time periods. Additionally, was there every a commonly accepted type of soldier selected for scouting, or did ancient commanders simply send whoever was available? Thanks to Demetri for this question. Join us on Patron patreon.com/ancientwarfarepodcast
In Episode 410 of Hidden Forces, Demetri Kofinas speaks with investors Paulo Macro and Le Shrub about the consequences of a breakdown in the international capital and trading system—and what this means for markets and investor portfolios. The first hour revisits last year's discussion on “EM-ification,” the breakdown of the rules-based global order, and the urgent search for a new safe asset in a world of deteriorating fiscal balance sheets. Together, Demetri, Paulo, and Le Shrub map out what investors should be paying attention to in the year ahead. In the second hour, the conversation turns to the implications of a full-blown trade and capital war, including: The impact on U.S. assets—especially Treasuries and the dollar—if surplus nations redirect their capital flows away from the United States Resurgent inflation fueled by strategic rearmament and industrial policy A potential decoupling from—and even a hot war with—China The abandonment of fiscal restraint in the face of an economic slowdown amid persistently high or rising borrowing costs for the U.S. government The risk of massive wealth destruction triggered by a dramatic revaluation of the U.S. dollar Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 04/15/2025
Demetri Ravanos of Barrett Media stopped by 3 Man Front on Thursday to weigh in on Lee Corso stepping away from College GameDay after 38 years. See omnystudio.com/listener for privacy information.
The final hour of Thursday's 3 Man Front included Demetri Ravanos' thoughts on Lee Corso stepping away from College GameDay, a new edition of #PatPonders & your texts on your favorite childhood PE activities!See omnystudio.com/listener for privacy information.
Demetri Ninios is a professional paintball player for San Antonio X-Factor and founder of Astra Research. He is one of the best players in the league and pushing the boundaries on what is possible within the industry. JOIN THE DISCORD:https://www.patreon.com/bePatron?u=34554029PTG SHOW SPONSORS:LONE WOLF PAINTBALL: https://www.lonewolfpaintball.comHKARMY https://www.hkarmy.comDavid Roque: CPA Assistant AHSBIZ@GMAIL.COMSupport the showJoin the PTG community by clicking the orange
Demetri Kofinas and Grant Williams have teamed up to launch “The One Hundred Year Pivot,” a new podcast series that explores the once-in-a-century economic, political, and geopolitical reordering currently underway. These transformational changes demand that we develop new maps and investment frameworks to help us navigate the challenges ahead. Over the course of the series, Grant and Demetri will be speaking with the smartest and most plugged-in people they know to help us chart a path through this gathering storm and position ourselves, our organizations, our families, and our portfolios for the changes to come. You are invited to join them on this journey as they explore the implications of: The breakdown of existing political, monetary, and social institutions The emergence of new economic and financial trading blocks The reprioritization of national and economic security The channeling of national savings into a new military and technological arms race The development of a new investment paradigm with historic implications for investors Premium subscribers to the Hidden Forces podcast and the Grant Williams Podcast will have early access to the episodes in this ongoing series. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 04/08/2025
Send us a textJoin Demetri in this enlightening podcast episode as he delves into "Are We Ready for the Love We Desire?: Emotional Readiness." Together, we'll explore what it truly means to be emotionally prepared for love and relationships. Demetri breaks down the key concepts of emotional readiness, discussing how our past experiences, self-awareness, and personal growth influence our capacity to give and receive love. Whether you're single, in a relationship, or navigating the complexities of love, this episode offers valuable insights to help you assess your emotional readiness and prepare for the fulfilling connections you seek. Tune in for a deep dive into the heart of love and discover the vital steps toward nurturing meaningful relationships!Viewer discretion is advised for this love-themed podcast. The content may contain discussions of sensitive topics related to relationships, dating, and love. Some content may not be suitable for all listeners, especially those uncomfortable with open and vulnerable conversations. We encourage our listeners to practice self-care and to reach out to a trusted friend or professional if they need support. If you have no friends, you have me! Welcome to the Lost Loverboy Podcast!
In Episode 408 of Hidden Forces, Demetri Kofinas speaks with James van Geelen, the founder of Citrini Research, which specializes in illuminating and demystifying the transformative “megatrends” poised to shape societies, economies, and the market's distribution of returns for years to come. James and Demetri spend the first hour of their conversation exploring a series of narratives and investment themes—including Trump's recent tariff announcement—that have captivated markets and that are likely to be highly determinative of investor returns in the years to come. They discuss the investment implications of a fundamental reorganization of the global economy, along with its supply chains, energy systems, and underlying technological foundations, to say nothing about the changing relationship of government and fiscal policy to the economy and asset markets. In the second hour, Citrini and Kofinas dig deeper into some of the more consequential themes that they identify in the first hour, including: The wealth-driven white-collar recession that could accelerate the adoption of AI and rapidly reshape the workforce. The rotation out of U.S. equities as America turns to fiscal austerity and as countries in Europe and Asia engage in massive fiscal stimulus. The implications for America's Democratic party base if its supporters increasingly find themselves out of work and under threat by the policies and changes underway in the new economy. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 04/03/2025
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 prices, U.S. equity market underperformance, and a falling U.S. dollar. Kevin and Demetri spend the first hour of this podcast discussing the importance of fiscal policy and why government spending has been one of the biggest sources of outperformance for investors in the last five years. They discuss why that's the case, why the effects of fiscal policy continue to be overlooked and discounted relative to monetary policy, and what this means going forward if we take the Trump team at his word about wanting to reduce the deficit and scale back on fiscal spending. In the second hour, Muir and Kofinas dig even deeper into the fiscal spending implications for U.S. equity and bond markets, concerns about rotation risk into global equities, the investment opportunities in Europe and Asia, downside risks to the US dollar, the China gold put, and much more. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 03/24/2025
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 historical events—and how their convergence is driving the economic and political crises of the 2020s. George and Demetri examine critical turning points in American history, including Andrew Jackson's abolition of the Second Bank of the United States (which financed westward expansion), the presidency of Rutherford B. Hayes (and the Long Depression), the consumer-driven growth wave following FDR's 1930s reforms, and the neoliberal era sparked by the Reagan Revolution. In the second hour, Friedman and Kofinas apply this framework to the era we are living in today, which according to George, is the first time in American history that both the 80-year institutional cycle and 50-year socioeconomic cycle are occurring concurrently. They discuss how (and why) so-called “woke ideology” and a sclerotic and ineffective bureaucracy are symptoms of the end of the institutional cycle and why the economic policies of this new era will lead to more capital investment and a revitalization of the American economy. Lastly, George provides listeners with a roadmap for geopolitical events in the 21st century that includes reconciliation with Putin's Russia, a new paradigm of peace in the middle east, and a long and challenging period of economic weakness in China that will consume the energies of the Chinese communist party and challenge the PRC's ability to assert itself on the global stage for at least the next several decades. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 03/17/2025
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 competition, the Trump administration's China policy, and how the United States can compete successfully with China without risking imperial overreach or bankrupting the nation. Foreign policy in the first two months of the Trump administration has focused predominantly on ending America's war in Ukraine, resetting U.S. commitments to Europe through NATO, reasserting dominance over the Western Hemisphere, and rebalancing trade relationships with both allies and competitors. What has not been clearly articulated in the Trump administration's public communications is how America's grand strategic vision—and any potential “Trump doctrine”—will look over the next four years, how China fits into that vision, and how success should be measured. Demetri and Rush begin their conversation by reviewing Chinese party documents, materials, and analyses of China's communications, conduct, and behavior over the last three decades to understand Beijing's intentions and how they should shape U.S. policy during a time of waning relative American power amid a geopolitical rebalancing. They examine the new bipartisan consensus on China, discuss the Trump administration's strategic foreign policy tactics and objectives—including the use of tariffs and incentives to rebuild American industrial capacity—and explore how the United States can successfully compete with China without risking imperial overreach or bankrupting the nation. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 03/11/2025
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 mysterious, exciting, and adventurous than we have been led to believe. Dreher and Kofinas spend the first hour of their conversation engaging on fundamental questions about the nature of existence, the knowability of God, the centrality of love, and how to find mystery and meaning in a world that for many has come to feel empty and soulless. In the second hour, Rod and Demetri discuss what the eastern tradition of Christianity can tell us about how we should live in the world, how those lessons apply to the culture wars, how to confront evil, and the appropriate role that Christianity should play in policy and politics. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 02/24/2025
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 that allocates capital across a wide range of industries, geographies, and market capitalizations. This episode is part of a series in which Demetri interviews value investors, motivated by his concerns about how the global economy's direction and the ongoing geostrategic competition between the U.S. and China will impact asset markets in the coming years. In the first hour, Holowesko and Kofinas discuss: Mark's macro framework and approach to value investing His concerns about government debt and its implications for interest rates and inflation Trends in global liquidity The future direction of the U.S. dollar Why Holowesko believes that 2022 marked a long-term turning point for value investing—with enormous implications for investors In the second hour, Mark and Demetri explore some of the most promising investment opportunities outside the United States—particularly in the UK and Japan—as well as how to assess similar opportunities in China, whether the country is investible, and the risks investors face when deploying capital in Chinese companies and the broader Chinese market. They also delve deeper into Mark's investment process, his views on the role of gold in one's portfolio, opportunities in the U.S. energy sector, and much more. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and 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 02/11/2025