Podcasts about hidden forces

In Episode 491 of Hidden Forces, Demetri Kofinas speaks with trade economist Chad Bown—a former chief economist at the U.S. State Department, host of the popular Trade Talks podcast, and co-author of the recently published How to Win a Trade War—about what international policymakers, companies, and individuals need to understand about America's ongoing trade war, what victory would look like for the various parties involved in the conflict, and most importantly, how to win. The first hour lays the intellectual groundwork for understanding the modern trading system, examining the unique role played by the dollar and capital recycling in concentrating the gains from trade among the owners of capital, and stress-testing the theory of weaponized interdependence through the ongoing case studies of Russia's war against Ukraine and America's latest war with Iran. The second hour turns from the motivations behind the current trade war and what's at stake to the players themselves, their incentives, and what it means to wage a trade war in the first place—the weapons at each nation's disposal, the defensive measures to be taken, the strategies to be deployed, and the various time horizons and end games to be considered when fighting one. They close with an assessment of American industrial policy, including the CHIPS Act and the semiconductor export-control regime, Beijing's willingness to weaponize its dominance in rare earths and permanent magnets, and three scenarios for how this new and likely durable era of economic conflict could ultimately unfold. 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 Join 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 07/23/2026

Henry VII rebuilt England with a ledger instead of a sword.The myth remembers him as a cautious survivor of the Wars of the Roses — a miser, a tax collector, the kind of king who was nervous about the battlefield. But that's the small version of the story. The real machine ran on parchment, bonds, wool customs, royal seals, and the rolls the sheriffs kept.Henry filled his government with "new men" — administrators he picked for their command of the law and for their loyalty. A body called the Council Learned in the Law took ordinary promises and turned them into debts you could actually enforce. Noble privilege started to become a liability. Loyalty turned into a bill with a seal on it.That was the Tudor revolution. It looked less like a new crown and more like a new collection system. The monarchy stopped waiting around for obedience and started pricing it.Everything Henry VIII did — the break with Rome, the dissolution of the monasteries — was only possible because his father had built a state powerful enough to do it. The founder of the durable political order is almost never the charismatic figure history remembers. It's the accountant.═══════════════════════════════

In Episode 490 of Hidden Forces, Demetri Kofinas speaks with Patrick Boyle—founder of the quantitative hedge fund Palomar Capital Management, professor of finance at King's College London and Queen Mary University of London, and host of Patrick Boyle on Finance—about the SpaceX IPO and what it reveals about the integrity of America's financial markets, the cult of personality filling the vacuum left by the nation's collapsing institutions, the commercial and fiscal challenges facing Europe's largest economies, and the housing crisis and generational wealth divide driving the appeal of left-wing populism across the developed world. The first hour opens with the recent SpaceX IPO—how the deal was priced and marketed, the mechanics and share-price consequences of its unusually rapid index inclusion, the small number of shares made available for trading, and the wave of bullish sell-side coverage that accompanied it—before broadening into a discussion of the integrity of America's financial markets and what happens to investor behavior and to the country's cost-of-capital advantage when the institutions tasked with regulating those markets can no longer be trusted to do so. From there the conversation turns to the cult of personality and the rise of powerful figures in industry and politics filling the vacuum left by collapsing institutions, and to the growing appeal of left-wing populists whose policies increasingly resonate with younger voters who feel priced out of the American dream. The second hour examines the commercial and fiscal challenges facing Europe's largest economies: why the continent has produced no answer to America's large technology platforms, how regulation, energy costs, demographics, and labor rigidity weigh on its growth prospects, and what the flood of cheap Chinese goods, high-end machine tools, and electric vehicles means for European industry and for a Germany that cannot afford to miss yet another technological revolution. They discuss the European security picture, the war in Ukraine, and whether Russia is in any meaningful sense winning it given the human, economic, and demographic toll and its deepening dependence on China. The episode closes with a discussion of the housing crisis, the generational wealth divide, and the political incentives that keep home prices high across the United States, the United Kingdom, and beyond—returning at the end to the appeal of left-wing populism and the prospect of redistributive policies as an inevitable response by fiscally overburdened governments looking for someone to blame. 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 Join 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 07/16/2026

Stijn Schmitz welcomes Rory Johnston to the show. Rory Johnston is a Commodity Market Research Specializing in Oil and Gas. Johnston describes an unprecedented period of volatility in oil markets, where the supply-demand balance swung radically within a single month. Following a ceasefire in the Strait of Hormuz, a surge of previously stranded tankers created a temporary mini-glut, flipping market structures from severe backwardation into contango. However, this glut proved fleeting as inbound empty tankers, initially driven by the most risk-tolerant owners, have dried up, leaving Gulf loadings constrained by available shipping capacity. Consequently, supply is tightening aggressively again. The most significant factor absorbing the supply shock is China, which swung its crude imports down by five million barrels per day without clear economic damage domestically. Johnston explores speculative explanations, including massive refined product stock releases, a coal-to-petrochemical feedstock switch, or a geopolitical understanding with the US. He also suggests China may be using the crisis as a successful dry run for weathering a potential blockade in a Taiwan conflict scenario. This swing, totaling roughly half a billion barrels, dwarfs the collective releases from IEA member states. Beyond crude, the refined products market, particularly diesel, is critically tight. Diesel crack spreads have soared to staggering levels, driven by drone attacks damaging Russian refineries, prior damage in the Middle East, and China slashing product exports. Johnston clarifies that strategic petroleum reserves function as a supply boost, not passive inventory, and that operational tank minimums at hubs like Cushing primarily affect regional price differentials to discourage exports, not trigger infinite crude spikes. He concludes that the overriding vulnerability is refining capacity, which is easy to target and hard to defend, making North American facilities a potentially valuable geopolitical safe haven in the current drone warfare era. Timestamps: 00:00:00 – Introduction 00:00:29 – Guest Rory Johnson Introduction 00:01:06 – Energy Supply Demand Dynamics 00:04:30 – Mini-Glut and Market Flip 00:07:45 – Hormuz Traffic and Tankers 00:10:44 – China Import Swing Explained 00:15:00 – China Inventory Releases Analyzed 00:20:45 – Western SPR and Inventories 00:25:30 – Commercial vs Strategic Stocks 00:29:00 – Global Oil Deficit Calculation 00:34:00 – Refining Capacity Tightness 00:42:00 – Product Shortages and Prices 00:48:00 – Refinery Investment Outlook 00:52:50 – Concluding Thoughts Guest Links: Substack: https://www.commoditycontext.com/ X: https://x.com/Rory_Johnston Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, host of the Oil Ground Up podcast, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. His views are regularly quoted in major international media including the Financial Times, New York Times, Wall Street Journal, Bloomberg News, Reuters, BNN Bloomberg, CBC, and Financial Post, and he frequently appears on numerous market and industry podcasts (e.g., Bloomberg's Odd Lots, Hidden Forces, etc.). Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank where he set the bank's energy and metals price forecasts, advised the bank's executives and clients, and sat on the bank's senior credit committee for commodity-exposed sectors.

In Episode 489 of Hidden Forces, Demetri Kofinas speaks with historian Mary Bridges, a senior fellow at the Vanderbilt Policy Accelerator and author of Dollars and Dominion, about the origins of America's financial empire, the rise of the dollar from a second-rate currency to the most decentralized form of international money in world history, and what could accelerate or inhibit its continued domination. The first hour traces the origins of America's financial empire following the end of the Spanish-American War, when the dollar wasn't in the same league as the British pound and any American trader moving goods abroad had to go directly through London. Bridges walks us through the messy, often improvised story of how that transformation happened—beginning with the multinational expansion of the International Banking Corporation and its eventual absorption into National City Bank, the entanglement of profit-seeking enterprise with the pursuit of empire, and the central role that information, its creation, organization, and dissemination, played in laying the infrastructure for American financial hegemony. The second hour traces the dollar's evolution into the most decentralized form of international money in world history, embedded in every aspect of global trade and commerce. It then turns to a discussion about the pressures and competition facing the dollar today and what could accelerate or inhibit its continued use as a medium of exchange and store of value internationally. The episode closes with a discussion of Bridges's work on American shipbuilding and maritime power, and her argument that rebuilding America's industrial base will require the kind of government–private sector partnership that has historically built the country's most strategically vital industries—the full public commitment the United States tends to muster only when it decides a sector is too important to leave behind. 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 Join 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 07/13/2026

The autopsy of Charles II of Spain found a heart the size of a peppercorn, corroded lungs, and a brain reduced to a liquid state. He was a man who couldn't chew, hadn't walked until age eight, and whose own physicians decided witchcraft was the most plausible diagnosis.Most history books read that as tragedy. On this channel, we read it as a balance sheet.The Habsburg motto was Bella gerant alii, tu felix Austria nube — "Let others wage war; you, happy Austria, marry." That wasn't romance. It was an operating manual. For 200 years, the family built the world's first global empire by turning marriage contracts into property deeds. And then they couldn't stop. Two centuries of cousin and uncle-niece marriages produced a king with an inbreeding coefficient higher than a full sibling union — the mathematical endpoint of a consolidation strategy that couldn't be modified without dissolving the empire it built.The Habsburg jaw wasn't a genetic curiosity. It was the state itself becoming physically unable to feed the population it ruled.═══════════════════════════════

What if the greatest influence over government and religion isn't political at all?In this episode, Keith Welsh explores the possibility that unseen spiritual forces influence governments, religious institutions, media, and culture. Drawing from Gnosticism, early Christianity, mythology, psychology, Plato's Cave, and comparative religion, he examines how language, symbols, and collective belief shape human consciousness.The episode investigates the historical origins of Satan and Lucifer, the role of the Archons in Gnostic thought, and how mistranslations, mythology, and repetition may have created modern ideas that billions of people now accept without question. It also asks whether fear, division, and confusion are merely human tendencies—or whether they serve something deeper.Rather than offering another conspiracy theory, this episode challenges listeners to reconsider the nature of evil itself. Is evil a supernatural being, a state of consciousness, a system of control, or something even more difficult to perceive?Whether you approach these ideas through spirituality, psychology, philosophy, or history, this conversation invites you to question the stories you've inherited and examine the hidden forces that may be shaping the modern world.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In Episode 488 of Hidden Forces, Demetri Kofinas speaks with political scientist Jonathan Kirshner about the origins of the Peloponnesian War, the enduring misreading of Thucydides, and what the arc of the Athenian empire on the eve of the Sicilian expedition reveals about the trajectory of American power in the twenty-first century. The first half traces the war's origins alongside Kirshner's central argument: that one of Thucydides' most frequently quoted passages has been enlisted to justify a worldview directly at odds with the lesson he meant to impart—that great powers are undone less by their rivals than by their own restlessness and hubris, and that prudence, not the gratuitous use of force, is the true mark of a durable empire. America's two long wars, the global financial crisis, and its latest campaign against Iran emerge as expressions, each in their own way, of an imperial hyperpower operating without constraint and with little consideration for the national interest. The second half turns to the hollowing out of American domestic institutions and the growth of the unitary executive, the fate of the alliance networks and international institutions that have underwritten American imperial influence since the Second World War, and the sobering possibility that the forces shaping the trajectory of American empire reside less in any single administration than in the society that has produced it. 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 Join 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 07/08/2026

In Episode 487 of Hidden Forces, Demetri Kofinas speaks with Vali Nasr — professor of international affairs and Middle East studies at Johns Hopkins University, non-resident senior advisor in the Middle East program at the Center for Strategic and International Studies, and author of Iran's Grand Strategy: A Political History — about the argument that the Islamic Republic's conduct is driven far less by religious ideology than by national insecurity and historical grievance, how that reframing bears on US and Western policy and the nuclear negotiations, the forces that forged the Islamic Republic into what it is today, and the range of likely outcomes for Iran, the region, and the global economy. The first hour examines the central argument of Vali's work—drawn from his book and a recent Foreign Affairs article co-authored with Narges Bajoghli—that the Islamic Republic's conduct is driven far less by religious ideology than by a deeply entrenched sense of national insecurity and historical grievance rooted in Iran's long experience of foreign domination. They trace that experience through Iran's centuries of isolation and weakness, the imperial penetration of the nineteenth century, and the 1953 coup against Mohammad Mossadegh, before turning to why the distinction between ideology and rational national interest is so consequential for how the United States, Tel Aviv, and the West approach Iran—nowhere more so than in the nuclear negotiations. The second hour turns to the forces that made the Islamic Republic what it is today, beginning with the eight-year Iran-Iraq War—the crucible in which its current leadership, its institutions, and the Revolutionary Guards were formed, and from which Iran drew its doctrine of forward defense and proxy warfare. From there they examine Iran's nuclear program as an instrument of negotiation and deterrence rather than an end in itself, the effects of the maximum pressure campaign and sanctions, and how the latest war has accelerated cultural change inside the country. The conversation closes by drawing a parallel between the collapse of the Safavid state in 1722 and China's century of humiliation before considering the range of likely outcomes—including whether a grand bargain is possible and what the default scenario looks like for Iran, the region, and the global economy if the status quo persists. 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 Join 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 07/06/2026

The French Revolution didn't end in tyranny. It invented a new kind.History calls Napoleon a genius. That story isn't wrong — it's just incomplete. The real engine wasn't genius. It was architecture. Ballot boxes surrounded by bayonets. Referendums written before the votes were cast. Prefects in every province. Bonds that turned rich men into loyalty machines. Then Louis Napoleon ran the same playbook forty years later — a December coup, a midnight constitution, and Haussmann's boulevards designed for troop movement, not just beauty.The Bonapartes didn't seize power. They built a machine that asked the people to hand it over and engineered only one possible answer. This video walks the full autopsy — the five architectural pieces that held plebiscitary empire together, why Waterloo didn't kill the template, and what the modern version of the same machine looks like.═══════════════════════════════

Oil market expert Rory Johnston provides a comprehensive analysis of the current global energy landscape and recent supply disruptions. He examines the Strait of Hormuz crisis, the impact of Ukrainian drone strikes on Russian refineries, and the surprising resilience of the market due to China’s massive reduction in crude imports. The discussion explores potential geopolitical shifts, such as the UAE's departure from OPEC and Iran's attempts to control vital shipping lanes. Ultimately, Johnston highlights a transition toward a more interventionist era where nations must prioritize energy sovereignty and infrastructure diversification to survive future shocks. Escape the Technocracy Live Workshop (w/ Geopolitics & Empire)! https://escapethetechnocracy.com/product-escape-the-technocracy-live-workshop-season-2 Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics Escape The Technocracy (15% off w/ GEOPOLITICS!) https://escapethetechnocracy.com/geopolitics Expat Money (FREE “WW3 Plan-B” Report!) https://expatmoney.com/geopolitics PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Commodity Context https://www.commoditycontext.com X https://x.com/Rory_Johnston Oil Ground Up Podcast https://open.spotify.com/show/6TmpuAGFd9FVFCFJdpk2iB About Rory Johnston Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, host of the Oil Ground Up podcast, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. His views are regularly quoted in major international media including the Financial Times, New York Times, Wall Street Journal, Bloomberg News, Reuters, BNN Bloomberg, CBC, and Financial Post, and he frequently appears on numerous market and industry podcasts (e.g., Bloomberg's Odd Lots, Hidden Forces, etc.). Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank where he set the bank's energy and metals price forecasts, advised the bank's executives and clients, and sat on the bank's senior credit committee for commodity-exposed sectors. *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Six people -  as you listen to this podcast today in 2026 that is the exact number of desperate renters fighting over a single property the moment it hits a portal like Right Move, or Zoopla. Imagine standing in a freezing queue of strangers on a Tuesday afternoon outside a flat you haven't even seen inside yet, knowing that five of you will go home defeated tonight, but here's the truth that the mainstream media refuses to say out loud. It's about to get significantly harder for renters. Not because of one single catastrophic event. But because five separate economic fault lines are quietly closing in on the UK housing market, at the exact same time. Number five is a hidden regulatory change nobody is talking about.  I reveal what each change is and why it is likely to make the UK´s housing market worse for investors as well as tenants.  If you're serious about turning this broken market into your advantage, join my free online masterclass. I'll show you exactly how to understand the changes, find discounted deals, and build a resilient, ethical portfolio that actually works in 2026 and beyond. Join here: INSERT URL KEY TAKEAWAYS England completed about 119,000 homes in 2024–25, down from roughly 221,000 the year before and far below the 300,000-a-year target, so the supply gap is widening fast.   Higher interest rates hitting as fixed interest deals expire are doubling many landlords' mortgage costs forcing many to sell up, while buyers are struggling to secure loans.   As small “mom-and-pop” landlords exit institutional investors are rapidly taking a growing share of the rental stock, which will cause problems for renters.   The 2030 EPC upgrade mandate (to band C) and steep fines will be the final straw for many independent landlords, shrinking rental supply further.   With many casual landlords selling, competition is falling, and motivated sellers are more open to negotiation.  Ethical, independent landlords who understand the changes, know how to stress test deals, and focus on real tenant comfort rather than just EPC box‑ticking can build portfolios that survive and actually benefit from this market squeeze. BEST MOMENTS  “We aren't closing the gap. The gap is aggressively widening right in front of us.”   “The UK housing supply tap isn't just turned down; it's completely clogged at every single joint.”   “You quite literally cannot save your way to home ownership.” “The people who take time to understand the board right now are the exact ones who will look back in 2026 as the moment everything changed for them.” VALUABLE RESOURCES MSOPI – Multiple Streams of Income: https://www.progressiveproperty.co.uk https://kevinmcdonnell.co.uk ABOUT THE HOST Sean Fitzpatrick is a property investor, educator, and the Face of Progressive Property. With a 6-figure portfolio and expertise in creative strategies, finance, and off-market deals, Sean shares success stories from the Progressive Property community, expert insights, and real-world strategies to help investors succeed. Tune in for practical tips and no-nonsense advice to accelerate your property journey. ABOUT THE HOST Kevin McDonnell is a Speaker, Author, Mentor & Professional Property Investor. He is an expert when it comes to creative property investment strategies. His book No Money Down: Property Invest talks about how to control and cash flow other people's property to create financial freedom.   CONTACT METHOD https://www.facebook.com/kevinMcDonnellProperty https://kevinmcdonnell.co.uk TikTok: https://www.tiktok.com/@progressiveproperty YouTube: https://www.youtube.com/channel/UC0g1KuusONVStjY_XjdXy6g Twitter: https://twitter.com/progperty LinkedIn: https://www.linkedin.com/company/progressiveproperty Instagram: https://www.instagram.com/progressiveproperty Facebook Community: https://www.facebook.com/groups/progressivepropertycommunity Facebook Page: https://www.facebook.com/Progperty This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

In Episode 486 of Hidden Forces, Demetri Kofinas speaks with Pulitzer Prize-winning author and leading authority on energy and geopolitics Daniel Yergin about the surprising resiliency of the global economy in the face of major supply disruptions and the consequences of the US war with Iran and the closure of the Strait of Hormuz for global energy markets, energy security, electrification (including alternative energy generation and storage), and the balance of power in the Gulf. The conversation begins with a simple question: Why have energy market disruptions from both the Iran conflict and the Ukraine War proved far more manageable than many analysts and decades of scenario planning predicted? Demetri and Dan examine what that resilience tells us about the transformation of global supply chains, energy diversification, inventory management, and the roles of the United States and China as the world's largest swing producers and consumers of energy. From there, they turn to the broader geopolitical consequences of the crisis—the lessons China continues to draw from America's entanglements in the Middle East, Iran's bid to convert the Strait of Hormuz into a strategic chokepoint and long-term revenue source, the recalibration of Gulf security as American commitments to the region grows less certain, and the shifting alignments among the Gulf states, Iran, China, and the United States that will define the regional balance of power in the years ahead. 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 Join 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 06/29/2026

In Episode 485 of Hidden Forces, Demetri Kofinas speaks with Yale political scientist Ian Shapiro—author of After the Fall—about how the widespread optimism of the post–Cold War era gave way so rapidly to the fractured, combative politics of today, why American unilateralism hollowed out the very international institutions the US claimed to champion, and what it will take for mainstream democratic parties to recover their legitimacy in the populist era. The first hour traces the critical decisions of the 1990s and early 2000s that Ian believes set this unraveling in motion: the choice to enlarge NATO eastward and invest meaningfully in Russia's post-Soviet transition, and the NATO bombing of Yugoslavia as the first major military action taken without UN Security Council authorization. They then turn to  the unilateral invasion of Iraq as the seminal rupture in the international rules-based order, followed by the 2008 financial crisis and its aftermath, which delivered a parallel blow to the elite consensus that had governed Western countries since the onset of the Cold War. The second hour opens with the 2011 intervention in Libya and the doctrine of the responsibility to protect, which Shapiro argues was cynically deployed to topple Muammar Gaddafi, leaving behind a failed state and further discrediting the international norms it was meant to uphold. From there, they trace the cascading fallout across the Middle East and Europe—through Syria and Ukraine—to the present moment, before turning to the central political question of the age: whether mainstream parties can deliver an industrial policy and a model of inclusive growth capable of addressing the economic grievances and insecurities driving the populist revolt across the democratic world. 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 Join 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 06/25/2026

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In Episode 484 of Hidden Forces, Demetri Kofinas speaks with AI policy researcher, writer, and incoming Head of Strategic Futures at OpenAI, Dean Ball, about the intellectual foundations of machine intelligence, the governance frameworks best suited to frontier AI, and what's at stake for society, the nation state, and the individual if we get this transition wrong. The first hour builds the philosophical scaffolding for the conversation to come — what intelligence actually is, how large language models learn, what they understand, and the broader historical thesis animating Dean's worldview: that we are not witnessing the birth of something entirely new, but rather living through a computing revolution that began with the transistor and is now reaching its natural culmination in the era of machine intelligence. The second hour turns to what's at stake in this transition and the governance models Dean believes are most suited to it. They begin with his conception of superintelligence — not as a singular, all-knowing entity, but as something whose power will derive largely from being embedded in the infrastructure of human civilization. From there, they examine where Dean falls along the continuum from doomer to accelerationist, what a sensible approach to AI governance actually looks like, and the real-world test case of Anthropic's dispute with the Department of War — what it reveals about tensions between private frontier AI labs and the national security state, and how Dean thinks about forging public-private governance structures adequate to the age of AI. They close by examining labor market disruption, the overproduction of elites, and which nations, societies, and individuals are best positioned to navigate the transition ahead. 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 Join 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 06/23/2026

Your work has never looked better. So why do you feel less sure of yourself than you did five years ago?In this episode of The Good Leadership Podcast, behavioral economist Dan Ariely (author of Predictably Irrational and Misbelief) unpacks a quiet problem facing ambitious leaders right now: AI is polishing your output faster than you're actually growing your capability. The result is an "illusion of competence" — work that looks sharper while the person behind it quietly stalls.We get into:Why effort and outcome have decoupled — and why working harder is making leaders feel less in controlThe hidden forces shaping how you judge yourself: effort discounting, social comparison on speed, and attribution errorWhat still compounds in the AI era (hint: it's the meta-capacities machines can't touch)What "context collapse" does to leaders who lean too hard on their toolsThe simple weekly decision-review habit that will still be paying off in 10 yearsThis is the kind of conversation that changes how you think about your own thinking. If your performance reviews and your nervous system are being trained on different signals, this one's for you.CHAPTERS00:00 The Confidence Gap: Knowledge vs. Perception03:46 The Dangers of False Confidence in the Age of AI04:28 The Learning Process: Embracing the Messy Middle07:35 AI's Role in Knowledge Acquisition: A Double-Edged Sword10:32 The Temptation of AI: Short-Term Gains vs. Long-Term Growth 12:09 Measuring Success: The Risks of Misguided Metrics14:09 Innovation and AI: Who Really Benefits?15:05 The Impact of Measurement on Innovation16:56 Employee Engagement and AI Integration19:39 Balancing AI and Human Capital20:44 The Gap Between Knowing and Doing21:20 The Role of Planning in Change23:31 Defining Boundaries with AI23:51 AI as a Tool for Self-Reflection25:44 The Importance of Impact in Academia29:04 Skills to Protect in an AI World32:53 Fostering a Joy of LearningListen, then ask yourself: What am I doing not just to do more but to become someone whose judgment I trust more, year after year?

In Episode 483 of Hidden Forces, Demetri Kofinas speaks with Hamidreza Azizi — expert on Iranian foreign policy and international security, and author of The Axis of Resistance: Iran, Israel, and the Struggle for the Middle East — about the evolution of the US-Israeli war against Iran since the early weeks of Operation Epic Fury, the contours of the emerging peace process, and the broader transformation of the Middle Eastern order in its wake. The first hour picks up from Azizi's previous appearance and traces how the war has developed: the transformation of Iran's leadership following the assassination of Ali Khamenei and the consolidation of power within the IRGC, the memorandum of understanding signed between the US and Iran, whether Iran's demonstrated control over the Strait of Hormuz has negated its need for a nuclear weapon, the role of Hezbollah and Lebanon as the most volatile variable in any lasting peace arrangement, and an honest accounting of what Iran has lost — and why those losses, not just its leverage, are driving Tehran to the negotiating table. The second hour turns to the broader regional and geopolitical consequences of the conflict. They examine whether the Islamic Republic's ruling mandate has fundamentally shifted and what that means for its relationship with the United States going forward, how Netanyahu faces elections with a war record that looks nothing like the total victory he promised, and how Trump's willingness to negotiate with Iran without Israeli participation has forced a reckoning with the limits of that alliance. They also discuss what a new Middle Eastern order looks like in the face of a potential US strategic withdrawal or retrenchment — defined less by competing visions than by fluid, transactional balance-of-power dynamics — before closing with China: what Iran's foreign minister's recent comments about a new era of cooperation between Beijing and Tehran mean in practice, how China's behavior during the war signals a qualitative shift in its strategic calculus, and what three scenarios could cause the current peace process to collapse before a comprehensive deal is reached. 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 Join 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 06/17/2026

You already know the story. Or at least the version everybody's been handed down.Clans. Sacred tartans. A warrior culture supposedly older than memory itself.That's the myth. The myth was a product. Somebody built it deliberately, and they built it to sell.The Highland tradition Scots and the global Scottish diaspora treat as ancient was actually constructed between 1760 and 1850 by a specific group of men who understood that identity is a market and nostalgia is a currency. Two con men forged a manuscript that authenticated "ancient" clan tartans no one had ever heard of. A textile mill in Bannockburn ran the supply chain, naming patterns clan-by-clan as they came off the looms. A novelist staged a royal pageant for a politically embarrassed king and used it to launch the brand. A queen turned Balmoral into a content factory that sold the Highland lifestyle to the world.And while all of this was happening, the actual Highlanders were being cleared off their ancestral land and shipped to Nova Scotia. The Highland tradition functioned as a replacement, not a recovery — a product laid carefully over the wound.This isn't conspiracy. It isn't ideology. It's architecture — and the architecture is still operating right now in every DNA-test ancestry package, every airport tartan scarf, every Highland Games in suburban Toronto.In this video:→ Culloden 1746 and the Dress Act: how a piece of cloth got made criminal for 36 years→ James Macpherson and the Ossian forgery (1760): the moment somebody proved romanticized Scottish identity had real commercial value→ The Sobieski Stuart brothers and the Vestiarium Scoticum (1842): the forged manuscript that gave every clan its "ancient" tartan→ Wilson & Sons of Bannockburn: the actual factory where clan tartans were designed first and named afterward→ Walter Scott's choreographed pageant for George IV in 1822: how Scotland got incorporated as a national brand→ Queen Victoria at Balmoral: how the Highland tradition went global→ The six-step playbook for manufacturing a culture — and why it still works todaySubscribe to Hidden Forces in History for civilizational autopsies of the empires, institutions, and patterns shaping the world we live in now.CHAPTERS:00:00 The Myth as Product01:32 Culloden, 1746: The Suppression03:56 The Highland Clearances04:31 James Macpherson and the Ossian Forgery07:00 The Sobieski Stuart Brothers Arrive08:59 The Vestiarium Scoticum11:00 The Wilson Mill at Bannockburn13:03 Walter Scott Choreographs a Pageant14:17 George IV in Pink Tights, 182218:23 Queen Victoria Globalizes the Brand23:05 The Six-Step Playbook30:14 Reading the Ledger

Your school has a culture right now. The question is whether you actually know what it's saying.In Part 1 of the Culture Decoder series, Chanie Wilschanski breaks down what company culture actually is, what it isn't, and how to start reading the emotional data already showing up in your building. You'll learn:- Why perks and team events are not culture (and what actually is)- How to identify your school's core cultural tension- Why negative emotions are your most valuable data- The first step of the Culture Decoder framework- Why building stronger culture starts with observing yourself, not your teamResources MentionedDownload Chapter One of This Can't Be Normal for free: https://thiscantbenormal.com/chapter-oneThis Can't Be Normal: What to Do When Success Starts to Feel Like Survival by Chanie Wilschanski — https://thiscantbenormal.comConnect With UsLet's Chat on Instagram: https://www.instagram.com/chaniewilschanski/Mentioned in this episode:Chapter One of This Can't Be NormalDownload Chapter One of This Can't Be Normal for free here: https://thiscantbenormal.com/chapter-one

Every time you buy a stock, you tell yourself a story about why it's going to work. But what if that story is the most dangerous thing in your portfolio? And what if the same behavioral blind spots that trip up individual investors are also quietly undermining the companies you're betting on? Motley Fool analyst Rachel Warren talks with Harvard-trained behavioral scientist Julia Dhar, author of How Change Really Works, about why 60 to 75 percent of corporate transformations fail, how to spot false alignment in a leadership team, and the simple framework that separates companies worth owning from ones that just sound good on an earnings call. Host: Rachel Warren Guest: Julia Dhar Producers: Bart Shannon, Lauren Budabin Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the forces shaping your life are more than unconscious physiological processes? In this episode we continue our exploration of Carl Jung's model of the psyche, examining the mysterious concept of the Daimon. Which can be described as a guiding, intelligent force that appears throughout mythology, religion, and depth psychology. We discuss whether these experiences are merely symbolic expressions of the unconscious or evidence of something genuinely transcendent operating within human life. Together we explore the relationship between the conscious and unconscious mind, individuation, Destiny, synchronicity, spiritual encounters, and the possibility that the psyche is connected realities beyond the personal self. Topics include Carl Jung, the daimon, Archetypes, individuation, synchronicity, consciousness, spirituality, metaphysics, depth psychology, And the intersection of psychology and transcendence. All mixed in with a little Buddhist twist.

History tells us England was conquered at Hastings.That's the cover story.What happened on October 14, 1066 was a single afternoon of fighting that ended with Harold Godwinson dead in the dirt and William the Conqueror in possession of a battlefield. But conquest is not what happens on a battlefield. It's what happens in the 20 years afterward.In those 20 years, roughly 10,000 Normans replaced the ruling class of an entire kingdom of 2 million people. The old aristocracy. The old church hierarchy. The old landowners. All of them gone — not gradually over centuries, but in a single generation. By 1086, only 8% of England was still in Anglo-Saxon hands. The Domesday Book documented the new order in 800 pages and 2 million words, in a single year of administrative work that has no parallel in pre-industrial European history.This isn't conspiracy. It isn't ideology. It's architecture — and the architecture the Normans installed underneath the battle became the blueprint every successful conquering elite has read since.In this conversation with David Mainayar of the @Empire-Builders podcast:→ Anglo-Saxon England in 1065: the most centralized, monetized state in northwestern Europe — and why three rulers genuinely believed they had a claim to it→ The three weeks in September and October 1066 that contained the most jam-packed military sequence in medieval history — Stamford Bridge, the forced march south, then Hastings→ The Harrying of the North (1069-1070): William's near-genocidal three-month campaign that depopulated up to 75% of the region and ended Anglo-Saxon resistance→ The 500 castles built by the end of William's reign — and why the castle-and-knight system was the actual mechanism of the conquest→ The Domesday Book: William's 800-page survey of England, what it actually documented, and why it tells you everything about how the Normans understood power→ The biggest misconception about 1066, according to David: William the Conqueror wasn't actually the first Norman king of EnglandSubscribe to Hidden Forces in History for civilizational autopsies of the empires, institutions, and patterns shaping the world we live in now.*Support David:*https://x.com/EmpiresPodhttps://www.youtube.com/@Empire-Buildershttps://lex-books.com/CHAPTERS:00:00 The Conquest That Wasn't a Battle01:46 Welcome and Why 1066 Matters02:47 Anglo-Saxon England Before the Conquest05:06 The Three Claimants to the Throne13:36 Stamford Bridge and the Forced March South19:13 Hastings: Myth vs Reality24:42 William's Position at Nightfall27:06 The Real Conquest: The 20 Years After35:05 How 10,000 Normans Replaced 5,000 Landholders38:04 The Harrying of the North40:11 Castles, Knights, and the Norman System44:16 The Domesday Book47:44 The Norman Legacy: Stone, Language, Law50:17 Was 1066 a True Regime Change?54:38 The Biggest Misconception About 10661:02:41 Same Playbook, Different Century

The Hidden Forces Behind The Words We Use Words like “rizz” and “unalive” may sound like internet throwaways, but they demonstrate how quickly social media is reshaping language. We're joined by linguist Adam Aleksic who breaks down how slang spreads online, why emojis still matter and how algorithms are changing the way we communicate. Guest: Adam Aleksic, linguist, author of Algospeak: How Social Media is Transforming the Future of Language Host: Marty Peterson Producer: Amirah Zaveri   Linktr.ee | Apple Podcasts | YouTube | SpotifyFacebook: @ViewpointsOnlineX: @viewpointsradioInstagram: @viewpointsradioFull ArchiveContact UsAffiliates & National Syndication Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Building More, But Building Better? What if the best building practices go against the urban norm? This week, we look at how architects and developers are rethinking modern construction through natural materials, healthier spaces and designs that account for their long-term impact on both people and the environment. Guest: Teresa Coady, architect, founding partner, former president, B+H Bunting Coady, author, Rebuilding Earth: Designing Eco-Conscious Habitats for Humans.   The Hidden Forces Behind The Words We Use Words like “rizz” and “unalive” may sound like internet throwaways, but they demonstrate how quickly social media is reshaping language. We're joined by linguist Adam Aleksic who breaks down how slang spreads online, why emojis still matter and how algorithms are changing the way we communicate. Linktr.ee | Apple Podcasts | YouTube | SpotifyFacebook: @ViewpointsOnlineX: @viewpointsradioInstagram: @viewpointsradioFull ArchiveContact UsAffiliates & National Syndication Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

They'll tell you Hearst was a newspaperman — a rich boy who sold headlines. That's the myth. And the myth is doing exactly what it was built to do, which is keep you from looking any closer.Because the truth is faster than that. And darker. And a lot more precise.In 1898, two men in New York — William Randolph Hearst and Joseph Pulitzer — were fighting a circulation war that had crossed the line from exaggeration into fabrication. They invented atrocities. They bribed sources. They ran illustrations of events that never happened. They funded their own publicity stunts and then covered them as news. And when the USS Maine exploded in Havana harbor on February 15, 1898, killing 266 American sailors, they had the story they had been waiting for. Within weeks, they had pushed a reluctant president and a divided Congress into a war that turned the United States into an imperial power for the first time in its history.This isn't conspiracy. It isn't ideology. It's architecture — and the architecture they built in 1898 is still operating right now.In this video:→ Joseph Pulitzer arrives in America at 17 with no money, no English, and no connections — and ends up owning the tallest building in New York→ William Randolph Hearst inherits his father's mining fortune and uses it to wage a circulation war Pulitzer couldn't possibly win→ The Yellow Kid: the cartoon strip whose name became the term for an entire era of American journalism→ The Olivette, the Cisneros rescue, and the USS Maine — three case studies in how to fabricate, escalate, and weaponize a story→ The newsboys strike of 1899: the only group of people who ever forced Hearst and Pulitzer to back down→ Why the playbook they invented in 1897 is now running through every social media algorithm in the worldSubscribe to Hidden Forces in History for civilizational autopsies of the empires, institutions, and patterns shaping the world we live in now.00:00 The Myth and What Actually Happened01:17 Two Men Built This Machine01:38 Joseph Pulitzer: The Immigrant Who Bought The World04:42 William Randolph Hearst: Unlimited Money, No Patience06:13 Park Row: The Circulation War Begins08:14 The Yellow Kid and the Birth of Yellow Journalism09:46 The Olivette: The Playbook Goes Live11:35 The Evangelina Cisneros Rescue13:09 The USS Maine14:20 "You Furnish the Pictures, I'll Furnish the War"15:27 1898: America Becomes an Empire17:35 The Newsboys Strike18:45 Same Playbook, Different Century

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, and social consequences of the dawn of artificial intelligence. Alap argues that AI is a categorically different technology from those that came before it, with profound implications for employment, the consumer economy, and democratic politics. The conversation explores why Alap believes the white-collar escape valve that absorbed displaced workers in past waves of automation is closing, the synthetic short on the US consumer economy embedded in today's AI trade, and the disintermediation of internet and financial services by agentic systems. They also discuss the policy interventions—from new corporate taxes to an AI dividend fund—that Alap believes will become politically necessary as labor's share of national income declines, closing with his forecast of a coming political realignment in which both major parties move meaningfully leftward on economic redistribution while the cultural divide between them remains largely intact. 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 Join 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 05/25/2026

The Human Equation with Joe Pangaro – The most effective tool of unseen influence is narrative control — deciding which stories are told, which facts are emphasized, and which questions are never asked. When information is filtered, shaped, or selectively presented, people form opinions based on incomplete realities. This is why so many political battles today are not about policy details but about...

They tell you the modern surveillance state began in Moscow in 1917 — that Lenin invented it, that the KGB built the entire thing from scratch. That's too small of a story.The real surveillance state was built thirty-six years earlier, by a Russian son who watched his father die in the snow. He created an institution called the Okhrana — the Department for the Protection of Public Safety and Order — and operated it out of an ordinary-looking building on a canal in St. Petersburg called Fontanka 16. Over the next thirty-six years, his secret police invented every technique that would later define the Cheka, the NKVD, the KGB, the Stasi, and almost every modern intelligence service. Mail interception. Agent provocateurs. Police-controlled unions. Forged documents for narrative management. Double agents inside revolutionary movements who reported back to the state.This isn't conspiracy. It isn't ideology. It's architecture — and the architecture survives the regime that built it.In this video:→ Why Alexander III's response to his father's assassination created the prototype for every modern police state→ How the Okhrana intercepted the entire Russian mail system before wiretaps existed→ The agent provocateur invention — and the moment the state realized infiltration was more powerful than arrest→ Zubatovshchina: police-run unions, the original "controlled opposition" architecture→ The two greatest double agents in the history of political infiltration — Yevno Azef and Roman Malinovsky→ How the Bolsheviks studied the Okhrana files and built every Soviet intelligence service on the same blueprintSubscribe to Hidden Forces in History for civilizational autopsies of the empires, institutions, and patterns shaping the world we live in now.CHAPTERS:00:00 The Surveillance State Begins With a Bomb01:21 March 1881: Alexander III's Decision02:43 Fontanka 1603:35 Perlustration: The Mail Was the First Internet06:08 The Invention of the Agent Provocateur08:36 Zubatovshchina: When the Police Built the Unions10:38 Bloody Sunday: The System Creates the Revolution11:30 The Paris Office: From Surveillance to Narrative Management13:12 Azef and Malinovsky: The Provocateur System at Scale15:22 1917: The Bolsheviks Inherit the Blueprint17:19 Same Playbook, Different Century

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, which argues that structural forces—aging demographics chief among them—are driving real interest rates persistently higher, deteriorating fiscal positions across the developed world, and ultimately forcing central banks to choose between monetary stability and accommodating the political demands of indebted governments. The first hour lays out the foundations of Manoj and Charles's thesis. They discuss why an aging population and a shrinking workforce put structural upward pressure on real interest rates through two primary channels: (1) rising public debt issuance to cover unfunded liabilities like healthcare and Social Security, and (2) persistent demand for new housing construction that competes for the same limited pool of savings as the elderly delay vacating their homes. They examine how other spending pressures—from defense and climate to digital infrastructure and data center buildouts—compound the fiscal problem, why Manoj expects this to eventually produce a regime of financial repression, and the role China has played and continues to play in this broader macroeconomic story. They also discuss why the bond market appears to be partially pricing in this thesis while equity and credit markets remain comparatively unresponsive, and what recent episodes of bond market stress in the UK, France, and Japan tell us about the proximity of the regime change Manoj and Charles have been forecasting for the better part of a decade. The second hour digs deeper into the housing market and the political economy of intergenerational wealth transfers. They explore Manoj's contrarian view on AI and inequality—drawing on the work of labor economist David Autor and Manoj's own experience implementing AI tools in his research—and why he believes the diffuse nature of this general-purpose technology's impact on white-collar work makes it qualitatively different from prior technological revolutions. They then turn to the two distinct channels through which central banks lose their independence: fiscal dominance and what Manoj and Charles call financial dominance. They discuss the political pressure currently being exerted on the Federal Reserve, the implementation of credit rationing as described by Russell Napier, and what all of this means for investors thinking about asset allocation in a world where the platform of global interest rates is structurally higher—where, in Manoj's words, equity markets will have to earn their earnings rather than be lifted by a tide of cheap 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 Join 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 05/20/2026

They'll tell you the Terror was born from ideology, from fanaticism, from Robespierre's madness. That's too small. Much too small.The real engine wasn't fervor. It was a machine — a legal apparatus the Committee of Public Safety built piece by piece. The Law of Suspects in September 1793 made suspicion itself sufficient evidence. The Law of 22 Prairial in June 1794 stripped revolutionary tribunals of defense counsel, witnesses, and meaningful cross-examination. In 47 days, that machine consumed 1,376 lives in Paris alone. And in the end, it consumed the men who built it.This isn't conspiracy. It isn't ideology. It's architecture.In this video:→ Why Louis XVI's execution detonated rather than stabilized the revolution→ The Girondins, the Hébertistes, and the Dantonists — three factions consumed in eight months→ 9 Thermidor: how Robespierre's own machine ended Robespierre→ The same architecture under Stalin, Mao, and the Khmer Rouge — same playbook, different centuryCHAPTERS:00:00 The Machine, Not the Madness01:08 January 1793: Paris on the Edge02:08 Robespierre and the Definition of Virtue03:04 The Law of Suspects05:01 Three Factions Fall: Girondins, Hébertistes, Dantonists08:38 The Law of 22 Prairial10:36 Positional, Not Behavioral13:07 9 Thermidor: Robespierre Falls14:59 The Same Architecture: Stalin, Mao, Pol Pot18:01 The Architecture, Not the IdeologySubscribe to Hidden Forces in History for civilizational autopsies of the empires, institutions, and patterns shaping the world we live in now.

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 advanced technology and security strategy at Google, about the existential stakes of AI development, the erosion of centralized state power, and the domestic security threats that may define the years ahead. The first hour establishes the nature and scope of the threat Miles believes AI poses—not merely to individuals and nation states, but to modern civilization itself—arguing that it is an order of magnitude more consequential than anything the national security community has previously confronted, and that the institutions responsible for protecting us are failing to grasp it. From there, the conversation turns to what this means for governance: how the extraordinary empowerment of the individual is eroding the foundations on which centralized states were built, whether democracy as currently constructed can survive that pressure, and whether new, more decentralized modes of organization will emerge in response to the failure of federal institutions to protect and provide for their citizens. The second hour examines the growing concentration of private power in the hands of a small number of AI titans and tech oligarchs, what history tells us about where that leads, and why Miles believes the more immediate security threat in the years ahead is not great-power conflict but waves of domestic unrest—punctuated by outbreaks of violence targeting data centers, undersea cables, and the technological infrastructure of the physical economy—by those displaced or left behind by the AI revolution. They then turn to synthetic media and how it is accelerating the breakdown of consensus reality and the epistemic collapse already underway, making enlightened self-governance ever more difficult. The conversation closes on a note of guarded optimism, drawing on the history of the nuclear age to argue that humanity has navigated transformative and potentially civilization-ending technologies before, and that we retain both the agency and the obligation to do so again. 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 Join 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 05/12/2026

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 institutional legitimacy, the reassertion of divine faith and political violence as organizing forces in modern life, and what the concentration of AI-generated wealth means for the social contract, labor, and the future of economic participation. The first hour traces Manidis's background — his early upbringing as a Quaker and his experience building and selling a successful healthcare AI and data science company — before turning to the theological arguments animating his writings on technology and the innovation cycle. He contends that the secular institutions Western societies have built and iterated upon since the early twentieth century have exhausted their capacity to provide order and meaning, and that we are entering a period in which ancient forces of divine faith and savage violence are reasserting themselves. They discuss the collapse of state legitimacy, the competition over people and capital amid eroding institutional trust, the renewed interest in Christian theology, and the rise of a new political coalition spanning anti-war progressives, tech entrepreneurs, libertarians, and the religious right. The second hour turns to artificial intelligence and its consequences for the political economy, labor displacement, wealth disparity, terrorism, and the social contract. Manidis argues that AI wealth is rapidly concentrating among a narrow set of individuals and zip codes, foreclosing the broad economic participation that previous technological waves made possible. Drawing a parallel to the First and Second Industrial Revolutions — and the labor violence that preceded the New Deal — he contends that the new social contract emerging from this wave of technological innovation will not be negotiated peacefully, but will be accompanied by explosive acts of violence directed at infrastructure and people. They examine the vulnerability of data centers and the electric grid, the prospect of a new left-wing coalition of aggrieved white-collar workers, and the international implications of AI-driven job destruction across Southeast Asia and other economies that have benefited from decades of service-sector outsourcing. The conversation closes with a discussion of Manidis's essay "Nobody Walks to Canterbury" and his concept of totemization — the idea that in a world of infinite digital supply, only those things capable of motivating genuine sacrifice and surrender of daily comfort will command real economic and monetary value. 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 Join 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 04/05/2026

The myth says Caesar died and Rome was saved. That's the cover story. Brutus killed a man — he didn't kill the machine. The machine passed to Octavian.This is the story of how Augustus took the most powerful position in Rome and made it look like restoration rather than takeover. The Senate kept meeting. Consuls kept being elected. The fasces still stood on the rostrum. All the forms were preserved. Underneath, something else entirely was being built — and the system Augustus designed lasted nearly 500 years after his death.The pattern at the heart of this story repeats across history: successful transitions don't announce themselves. They resemble continuity. They keep the visible forms while the underlying function shifts. By the time anyone notices, the change is already locked in.This is part of an ongoing series on patterns of power transformation across history. For the deep dive on Constantine and a similar shift two centuries later, watch the companion piece on @TheRomanPattern (link in description).00:00 — The Machine Didn't Stop01:13 — Welcome to Hidden Forces in History01:23 — Caesar's Will Was the Real Weapon03:11 — The Proscriptions: Clearing the Field05:14 — Manufacturing Cleopatra as the Enemy06:27 — The 27 BC "Restoration"08:00 — Three Channels of Power: Literature, History, Currency09:13 — When Opposition Starts Believing11:00 — The Succession Problem12:20 — 500 Years of the Same Pattern13:00 — Same Playbook, Different Century

Inflation, interest rates, AI, tariffs, the dollar…Most people treat them as separate stories but actually, they're not.Former Council of Economic Advisers Chair Jason Furman explains how these forces are all connected - and why most people are missing the bigger picture.What's really driving inflation, why the dollar's power may be slipping, and why the biggest risk isn't what most people are watching.A conversation about the hidden forces shaping the economy - and what comes next.

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, about why the Islamic Republic of Iran has refused to capitulate in its war with the United States and Israel,, how Russia and China are positioning themselves to exploit the conflict, and what recent wars have taught us about the future of warfare and a potential direct military confrontation between the United States and China. The first hour examines the constellation of tools Tehran has cultivated to compensate for its conventional military weakness, and which have been deployed to great effect against the United States and Israel, and the mismatch between the speed of modern warfare and the speed with which political change is demanded in Washington, which has frustrated the architects of this latest military campaign from the outset. They also discuss the deepening of US-Israeli military integration following October 7th, the implications for peace negotiations of an Iranian political economy whose survival is bound up with its pariah status, and what a viable diplomatic off-ramp might ultimately look like for Tehran, Washington, Tel Aviv, and other countries with a vested interest in how this war turns out. The second hour is devoted to how Moscow and Beijing are already positioning themselves to exploit the war, the structural challenges that may render China less ascendant than the consensus narrative suggests, and the rupture in transatlantic and US-Canada relations that Jon believes will leave permanent scars regardless of who occupies the White House at the end of Trump's second term. They also discuss the implications for the Gulf in light of the UAE's announced departure from OPEC, the deepening Saudi-Emirati rivalry, the durability of the "exit narrative" that has flourished among a new class of transnational elites in this more volatile global security environment, and what the war between the US, Israel, and Iran and other recent conflicts have taught us about what a direct military confrontation between the United States and China might actually look like. 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 Join 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 04/28/2026

Welcome to the Tom Bilyeu Show! In this episode, Tom Bilyeu and co-host Drew dive deep into the week's most pressing issues—from global conflicts and financial fraud to the economics no one else is talking about. We break down the brewing crisis in Iran and its impact on oil prices, explore the political math behind New York City's budget woes, and examine how politicians' decisions affect the middle and working classes. Plus, we ignite a lively debate on the gender gap in voting and its influence on government expansion, the role of money printing in fueling inequality, and the rise of trade wars between China and the EU. As always, Tom Bilyeu brings unfiltered truth, data-driven insights, and a relentless focus on problem-solving, while Drew keeps the conversation real and the chat fired up. Stay tuned for a thought-provoking, action-packed episode that will challenge what you think you know about politics, economics, and culture. Blinkist: Start your free trial at https://blinkist.com/impactQuince: Free shipping and 365-day returns at https://quince.com/impactpodShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impactAT&T Business: Switch to AT&T Business at business.att.comNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryMonetary Metals: Future-proof your wealth at https://monetarymetals.com/impactIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to the Tom Bilyeu Show! In this episode, Tom Bilyeu and co-host Drew dive deep into the week's most pressing issues—from global conflicts and financial fraud to the economics no one else is talking about. We break down the brewing crisis in Iran and its impact on oil prices, explore the political math behind New York City's budget woes, and examine how politicians' decisions affect the middle and working classes. Plus, we ignite a lively debate on the gender gap in voting and its influence on government expansion, the role of money printing in fueling inequality, and the rise of trade wars between China and the EU. As always, Tom Bilyeu brings unfiltered truth, data-driven insights, and a relentless focus on problem-solving, while Drew keeps the conversation real and the chat fired up. Stay tuned for a thought-provoking, action-packed episode that will challenge what you think you know about politics, economics, and culture. Blinkist: Start your free trial at https://blinkist.com/impactQuince: Free shipping and 365-day returns at https://quince.com/impactpodShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impactAT&T Business: Switch to AT&T Business at business.att.comNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryMonetary Metals: Future-proof your wealth at https://monetarymetals.com/impactIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices

They told you the Inquisition was about religion.It wasn't.It was a system.A permanent, self-funding enforcement machine designed to monitor, extract, and control a financial class operating outside the state's visibility.Surveillance networks. Informants. Sealed records. Forced confession.Not for faith.For intelligence.And once that system existed… it didn't disappear.It was refined. Secularized. Exported.Different names. Same architecture.Because power doesn't just need money.It needs enforcement.Welcome to Hidden Forces in History—where we don't study events.We break down the systems behind them.If you start recognizing the pattern… that's the point.CHAPTERS:00:00 The Lie About the Inquisition00:14 The System Behind Religion00:30 The Confession Machine00:52 It Never Ended01:23 Why Power Needs Enforcement01:59 The Financial Threat02:47 The Real Problem the Crown Faced03:48 The System Is Built04:02 Not the Church—The Crown04:30 Intelligence, Not Religion05:01 How the Network Was Designed05:40 The Power of the File06:01 A Self-Funding System06:15 Surveillance at Scale07:01 Behavior Control Begins07:30 From Religion to Intelligence08:06 The System Spreads08:36 Modern Intelligence Systems08:50 Surveillance Turns Inward09:07 The Real Function of Power09:25 The System Still Exists

In this episode, Deborah Yager shares her inspiring journey from rock bottom to transforming her life through subconscious mind work, neuro-linguistic programming, and past life regression. Discover how inner work, understanding your subconscious, and epigenetics can unlock your true potential and create lasting change. keywordssubconscious mind, inner work, past life regression, neuro-linguistic programming, epigenetics, personal transformation, healing trauma, spiritual growth, mindset, self-empowermentChapters00:00 Introduction to Mindset Alchemy01:05 Deborah's Journey from Rock Bottom04:00 Transforming Trauma into Empowerment04:55 The Impact of Learning Disabilities10:10 Reframing Education and Learning Styles14:11 The Paradox of Societal Control16:01 Past Lives and Spiritual Growth21:14 The Age of Aquarius and Collective Awakening22:46 Awakening Conversations26:36 The Power of Love and Compassion28:52 Understanding Epigenetics and Ancestral Trauma30:42 Emotional Roots of Physical Ailments32:58 Integrating Inner Parts for Healing37:19 The Role of Shame and Fear in Our Lives40:43 Connecting with Self-Discovery and ServiceGet to know Deb here: https://yagertraining.com/meetdeb/.And explore their work at https://yourtruealchemy.com

Stijn Schmitz welcomes Rory Johnston to the show. Rory Johnston is Commodity Market Research who specializes in oil and gas. This episode delves into the complex dynamics of the current oil market crisis stemming from the closure of the Strait of Hormuz, exploring the profound implications for global energy supply and geopolitical tensions. Johnston provides a detailed analysis of the current oil market situation, highlighting that approximately 20 million barrels of oil per day typically transit through the Strait of Hormuz, with about 13 million barrels currently disrupted. Despite this massive supply shock, oil prices remain surprisingly low, which Johnston attributes to several factors, including market resilience, slow-moving commodity markets, and complex geopolitical negotiations. The discussion reveals the potential devastating consequences of prolonged strait closure, particularly for developing countries. While advanced economies might absorb price increases, many regions in the global south could experience complete fuel shortages, causing significant economic and humanitarian challenges. Johnston predicts that if the situation continues, demand destruction will become inevitable, potentially forcing prices to astronomical levels. Interestingly, the conversation also explores the nuanced motivations of key players like the United States, Iran, and Israel. Johnston suggests that Iran potentially benefits from prolonging the conflict, while the United States appears increasingly desperate to reach a resolution. He believes the crisis will likely conclude with Iran gaining some recognized control over the Strait of Hormuz. Johnston’s base case scenario anticipates the strait potentially reopening by mid-May, but warns that the market will require months to rebalance. The cumulative oil supply loss could reach over 1.2 billion barrels, fundamentally altering the global oil market’s dynamics. He emphasizes that what was previously an oversupplied market will likely transform into a tighter, potentially higher-priced environment. Timestamps: 00:00:00 – Introduction 00:00:48 – Strait of Hormuz Basics 00:01:55 – Supply Rerouting Efforts 00:02:57 – Total Supply Losses 00:06:09 – Replacing Lost Production 00:08:46 – Demand Destruction Scenario 00:11:15 – Price Reaction Analysis 00:19:23 – Trump’s Market Interventions 00:23:43 – US Treasury Intervention? 00:25:24 – Regional Shortage Timelines 00:30:41 – Global South Impacts 00:32:20 – War Incentives Discussion 00:41:40 – Iran, Trump, & Israel 00:46:11 – Base Case Outlook 00:51:56 – Refinery Fire Concerns 00:55:54 – Wrap Up Guest Links: Substack: https://www.commoditycontext.com/ X: https://x.com/Rory_Johnston Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, host of the Oil Ground Up podcast, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. His views are regularly quoted in major international media including the Financial Times, New York Times, Wall Street Journal, Bloomberg News, Reuters, BNN Bloomberg, CBC, and Financial Post, and he frequently appears on numerous market and industry podcasts (e.g., Bloomberg's Odd Lots, Hidden Forces, etc.). Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank where he set the bank's energy and metals price forecasts, advised the bank's executives and clients, and sat on the bank's senior credit committee for commodity-exposed sectors.

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 geopolitics in a new age of multipolarity and great power competition. Kofinas and Luce trace the decline of American grand strategy back to the end of the Cold War and the emergence of a more risk-averse, process-oriented era in US foreign policy. They then discuss how the Trump administration has upended many of the practices that defined that era, introducing new risks to America's policy in the Middle East and its relationships with European and Asian allies, before turning to the administration's China strategy ahead of the Trump-Xi Summit now less than a month away. 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 Join 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 04/17/2026

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 Affairs at the US Treasury about the ongoing US-Israeli military campaign against Iran and its implications for the global economy, global security, and the future of American military, economic, and financial power. The first hour begins with an update on the status of Operation Epic Fury, how the evolution of the conflict has aligned with Marvin's initial expectations, and the analytical framework he uses to assess US strategic objectives and the incentives that inform the decision-making of its principal agents—most notably the President himself. They draw historical analogies to previous Middle Eastern conflicts, assess risks to maritime security and global trade, and examine the evolving incentive structures of the US, Israel, the Gulf States, Saudi Arabia, and China. The conversation also explores the broader geopolitical implications of the conflict, including the fracturing of the post-war liberal order, Europe's precarious position, and the possibility of a far-reaching strategic realignment that could reshape America's alliances and its role as the world's dominant maritime and economic power. The second hour opens with a psychological portrait of Donald Trump—his reliance on inductive reasoning, his strategic use of misdirection, his narcissism, and what Marvin describes as a genuine ambition to secure his place among history's greatest presidents. They discuss how the skills that made Trump successful in business and on the campaign trail may fall short of what is required to navigate international crises and lead America through this Fourth Turning, and how an unpopular war is eroding his political base and risks turning him into a lame duck president before he reaches the midpoint of his second term. The episode concludes with a discussion of markets and the economy, including Europe's energy vulnerabilities, Marvin's bearish views on gold, and his innovation-cycle framework, which he believes explains why the US dollar remains near all-time highs on a real, effective basis despite widespread predictions of decline. 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 Join 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 04/14/2026

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 ideological divide between young men and women, the global decline in fertility rates, the rising rates of depression and anxiety among 18-34 year olds, and the affordability crisis that is creating some of the most extreme demographic distributions of wealth and opportunity in history. The first hour covers Burn-Murdoch's path into journalism, the questions that animate his work, and the frameworks he uses to analyze and communicate complex social, economic, and technological trends. The conversation then turns squarely to the subject of artificial intelligence and to the central question animating much of the current discourse: What is AI going to do to the economy and our jobs? They look at what the data reveals about which jobs are most exposed, what the latest research reveals about the decline in entry-level hiring, and why it matters that this trend predates the arrival of large language models. They also draw on historical analogies — from the ATM to the internal combustion engine to the Internet — to think through how AI is both similar to and different from previous waves of automation, and explore what personal qualities and innate talents are likely to determine who thrives and who struggles in an AI-augmented economy. The second hour turns to AI's implications for education and journalism before broadening into an exploration of the deeper social and demographic trends that Burn-Murdoch has spent years investigating. They examine the widening ideological divide between young men and young women — what is driving it, what role technology and social media are playing, and what it means for the future of relationships, fertility, and social cohesion — as well as the growing phenomenon of economically and socially disengaged young people, the concurrent rise in mental health diagnoses, and how the affordability crisis is compounding all of these trends, producing some of the most extreme demographic distributions of wealth and opportunity in history. 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 Join 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 04/08/2026

Every day, we make countless choices—but are these decisions guided by desire or design? This hour, TED speakers on what shapes the food we eat, how we power our homes, and how we communicate. Guests include food systems expert Sarah Lake, infrastructure engineer Deb Chachra, cross-cultural psychologist Michele Gelfand, urban planner Jeff Speck, and Tempe resident Ignacio Delgadillo. Original broadcast date: May 2, 2025To manage podcast ad preferences, review the links below:See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

In Episode 474 of Hidden Forces, Demetri Kofinas speaks with commodity economist and energy market analyst Rory Johnston — founder of CommodityContext.com and host of the Oil Ground Up Podcast — about the mechanics and cascading consequences of the Strait of Hormuz closure, now entering its second month, and what the two most plausible resolution scenarios mean for energy prices, regional security, and the global economy. Recorded as part of an ongoing short-form series tracking the US and Israeli military campaign against Iran, the episode examines why the full physical impact of the supply disruption is only now reaching end markets across Asia, Europe, and North America, how the oil market is fracturing across both time and space, and why middle distillates — things like diesel and jet fuel — have become the epicenter of the crisis. Rory and Demetri also discuss how importing nations and companies are responding through emergency reserve releases, demand rationing, and accelerated behavioral changes. The conversation then turns to the long-term structural consequences of the shock — what it means for electrification and alternative energy adoption in Asia, for strategic stockpiling and supply chain resilience, and for non-OPEC production capacity across the US shale patch, Guyana, Canada, Brazil, and Argentina. They close by examining the geopolitical dimensions of the crisis, including the role of the Houthis, the risk of a secondary closure of the Bab el-Mandeb Strait, and the possibility that Trump — having set off an open-ended conflict — may ultimately abandon long-standing US security commitments to the Gulf States, leaving the region in chaos. 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 Join 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 04/01/2026

In Episode 473 of Hidden Forces, Demetri Kofinas speaks with Captain John Konrad — founder of gCaptain, the world's most-visited maritime and offshore news website, and one of the most influential voices in commercial shipping — about what Konrad calls the Hormuz Hypothesis: a framework for understanding how the Trump administration has assembled the tools to exploit the disruption of commercial shipping through the Strait of Hormuz as part of a broader maritime strategy and political endgame that very few in the media are discussing. The first hour lays the groundwork for that hypothesis, examining the decades-long decline of the US merchant marine and shipbuilding industrial base, why control of global maritime choke points is inseparable from national security and the dollar's role as the world's reserve currency, and how the collapse of the war risk reinsurance market following the outbreak of conflict created an acute insurance crisis for vessels transiting the Persian Gulf. They also discuss how the Trump administration responded by creating a government-backed reinsurance facility through the US International Development Finance Corporation, in coordination with the Treasury and US Central Command, and why this matters for understanding how the global economy is being reorganized — away from free trade and open capital markets, and toward one increasingly shaped by national interests, clandestine statecraft, and great power competition operating below the threshold of open military conflict. The second hour turns to the strategic logic of the Hormuz Hypothesis itself — specifically, why Konrad believes the Trump administration is in no rush to reopen the Strait and how it intends to use control over that choke point as leverage to extract concessions from Europe, China, and other actors in the international system. They examine what some of those concessions may look like, the concrete outcomes the administration is pursuing through its maritime agenda — including basing agreements, shipbuilding reform, and pushback against Chinese and UN encroachment on the global maritime order — and the cumulative fragility of the global trading network, including what a worst-case breakdown of that system could look like and what winning might realistically mean for the United States in both the short and long term. 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 Join 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 03/31/2026

In Episode 472 of Hidden Forces, Demetri Kofinas speaks with Sebastian Mallaby about Demis Hassabis, the co-founder of DeepMind and the man widely regarded as the most consequential figure in the development of artificial general intelligence, and what his story reveals about the science, the competition, and the existential stakes of the AI transition now underway. The first hour traces Hassabis's early life as a chess prodigy in North London, his studies in computer science at Cambridge and neuroscience at University College London, and the founding of DeepMind in 2010 alongside Shane Legg and Mustafa Suleyman. Mallaby and Kofinas explore the philosophical and scientific foundations of Hassabis' approach — including the decisive shift from symbolic, rule-based AI development to the inductive, data-driven logic of deep learning — as well as the competitive dynamics that have shaped the industry: Google's acquisition of DeepMind in 2014, Hassabis's early skepticism of language models and the transformer architecture, and the moment ChatGPT's release shattered what hopes remained of a "singleton" scenario in which a single, safety-minded lab could develop AGI on behalf of all humanity. The second hour picks up with the launch of ChatGPT 3.5 in November 2022 and what it revealed about the state of the AI race — including Mallaby's assessment of Sam Altman and the character of the individuals now driving this technology forward. They examine whether personality and values matter when competitive and commercial pressures are this overwhelming, and revisit a conversation Mallaby had with Geoffrey Hinton in which the so-called "godfather of AI" offered his honest assessment of humanity's odds of surviving the AI transition. The episode closes with an exploration of why the safety and existential risk conversation has receded from public discourse — not because the concerns have been resolved, but because geopolitical and commercial imperatives have made it nearly impossible to slow down — and considers the range of perspectives on that risk, from Yann LeCun's dismissiveness of existential threats to the technical alignment work being pursued inside the major labs themselves. 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 Join 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 03/23/2026

Your brain is designed to regain weight you've lost. It is not a failure on your part—it is literally how your brain is wired. But it turns out, there are ways to outsmart it. This is the missing piece of weight loss that no one is talking about. In this episode, we get into why so many people struggle with losing weight and keeping it off longterm. The good news is, once you understand the science at play, there are tools you can use to finally break free, to rewire your brain so that you don't need to white knuckle your way through life, and you can get the results you want and FEEL the way you want. My expert guest is Susan Peirce Thompson, a neuroscientist, professor, best-selling author, and the founder of Bright Line Eating.  Wherever you're starting, whatever you're dealing with, this episode is going to give you hope and new information you won't hear anywhere else. 

In Episode 471 of Hidden Forces, Demetri Kofinas speaks with Gregg Carlstrom — Middle East correspondent for The Economist, based in Dubai and Riyadh, and a veteran reporter covering the region for fifteen years — about the mood across the Gulf States since the US and Israeli military campaign against Iran began on February 28th, and what the conflict's trajectory reveals about the widening gap between operational success and strategic victory. The conversation opens with an assessment of shifting opinion inside Saudi Arabia and across the Gulf — from early opposition to the war to hawkish demands in some quarters that the United States, having opened Pandora's box, now finish what it started. Carlstrom and Kofinas examine the human and material toll the conflict has taken so far, the extent and internal logic of Iranian restraint in targeting Gulf infrastructure, and the implications of Iran's decentralized Mosaic Defense Doctrine for command and control and efforts at de-escalation. The conversation then turns to the growing gap between the operational success of US and Israeli airstrikes and the larger strategic picture — including the closure of the Strait of Hormuz and its consequences for global oil and LNG markets — before examining the divergent strategic objectives of Washington and Tel Aviv, the nuclear question as it applies to both Israel and the United States, the opaque power struggles within what remains of the Iranian regime, and what a near-term resolution — or further escalation — might look like. 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 Join 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 03/24/2026