Best J. Napier Podcasts (2025)

1
Narrative Collapse & the Search for New Theories | Pippa Malmgren 1:47:05

19m ago1:47:05

1:47:05

Episode 417 is the fourth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with some of the smartest and most plugged-in people they know to help them navigate the once-in-a-century economic, political, and geopolitical reordering that is currently underway. In this episode Kofinas and Williams speak…

1
305 - The French D.A.R.E. Program - Climax (2018) 1:00:38

4d ago1:00:38

1:00:38

Welcome back to Fright School! We catch up on 4 year old information about Marjorie Taylor Greene. Joe is studying the geopolitical ramifications of Eurovision. What new movies are we most excited about? This week, we take another trip with CLIMAX. This film has everything you could want in French cinema: suffering children, sexual misconduct, ince…

1
Empire of AI: Inside OpenAI’s Race to Conquer the Future | Karen Hao 1:07:23

3d ago1:07:23

1:07:23

In Episode 418 of Hidden Forces, Demetri Kofinas sits down with award-winning journalist Karen Hao to discuss Empire of AI — her inside account of how OpenAI evolved from an idealistic, safety-first nonprofit into one of the world’s most valuable private companies in its race to conquer the future. This conversation takes you inside that transforma…

1
Dangerous Dependency: Apple & the Rise of China | Patrick McGee 54:11

11d ago54:11

54:11

In Episode 416 of Hidden Forces, Demetri Kofinas speaks with Financial Times correspondent Patrick McGee about the integral role Apple played in helping to build China’s advanced manufacturing ecosystem—and the geopolitical interdependencies and national security risks now baked into that relationship. McGee’s book “Apple in China” tells two storie…

1
Wealth Preservation During a Fourth Turning | Russell Napier 1:28:37

15d ago1:28:37

1:28:37

Episode 415 is the third episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with some of the smartest and most plugged-in people they know to help them navigate the once-in-a-century economic, political, and geopolitical reordering that is currently underway. In this episode Kofinas and Williams speak …

1
304 - Vampires in the Cowboy Carter Era - Sinners (2025) 1:19:10

18d ago1:19:10

1:19:10

Welcome back to Fright School! Joe is doing physically well while Joshua is dying of the consumption. Joshua hopped on the Geekscape YouTube channel to give his chaotic thoughts on ANDOR. Joe talks Joshua into seeing THUNDERBOLTS* because Julia Louis-Dreyfus. This week, we sink our teeth into SINNERS. Well, we take a nibble because this film is DEE…

1
How To Monetize Government Policy | Mark Spindel 1:00:43

18d ago1:00:43

1:00:43

In Episode 414 of Hidden Forces, Demetri Kofinas speaks with Mark Spindel about monetizing government policies and how an improved understanding of their effect on markets can enhance the value and performance of your portfolio. Demetri and Mark spend the episode's first hour evaluating Trump’s first 100 days in office, assessing his policy objecti…

1
303 - Julia Fox: A Realtor - Presence (2025) 1:08:44

19d ago1:08:44

1:08:44

Welcome back to Fright School! This week, we investigate a PRESENCE! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy J. Napier and J. Fejeran

1
Trump’s First 100 Days and What Comes After | Neil Howe 1:42:08

22d ago1:42:08

1:42:08

Episode 413 is the second episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with some of the smartest and most plugged-in people they know to help them navigate the once-in-a-century economic, political, and geopolitical reordering that is currently underway. In this episode Kofinas and Williams speak…

1
Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein 44:08

25d ago44:08

44:08

In Episode 412 of Hidden Forces, Demetri Kofinas speaks with financial journalist and economic historian, Paul Blustein about the U.S. Dollar’s historical resiliency in the face of international shocks and crises, and whether Dollar hegemony can survive the breakdown of the international capital and trading system. In the first hour, Kofinas and Bl…

1
302 - Synecdoche is a Part of Me - Idle Hands (1999) 57:40

1M ago57:40

57:40

Welcome back to Fright School! This week, we predict how the horror genre will respond to the Trump Era. We reflect on the subject of fatness in horror after reading Dread Central's recent article on CARRIE. Joe's takeover continues with IDLE HANDS (1999). We remind our listeners that cannabis is legal for recreational use in California. We discuss…

1
The Economic Fallout from Trump’s China Tariffs | Shehzad Qazi 42:14

1M ago42:14

42:14

In Episode 411 of Hidden Forces, Demetri Kofinas speaks with Shehzad Qazi of China Beige Book about the impact Trump’s China tariffs are having on the U.S. and Chinese economies and prospects for a grand bargain. Demetri and Shehzad discuss: The material impact that the trade war has had thus far on both economies The companies and sectors most lik…

1
Capital Wars and the Death of Fiscal Illusions | Paulo Macro & Le Shrub 48:00

1M ago48:00

48:00

In Episode 410 of Hidden Forces, Demetri Kofinas speaks with investors Paulo Macro and Le Shrub about the consequences of a breakdown in the international capital and trading system—and what this means for markets and investor portfolios. The first hour revisits last year’s discussion on “EM-ification,” the breakdown of the rules-based global order…

1
The Hundred Year Pivot | A New Podcast Series by Demetri Kofinas and Grant Williams 39:37

1M ago39:37

39:37

Demetri Kofinas and Grant Williams have teamed up to launch “The One Hundred Year Pivot,” a new podcast series that explores the once-in-a-century economic, political, and geopolitical reordering currently underway. These transformational changes demand that we develop new maps and investment frameworks to help us navigate the challenges ahead. Ove…

1
301 - Doing All the Euphemisms - Scary Movie 1 & 2 (w/ Justine) 1:02:35

1M ago1:02:35

1:02:35

Welcome back to Fright School! This week Joe is taking over once again and we're getting lost in the weeds literally... We're examining the relationship between cannabis and horror by kicking it off with a stoner horror double feature of SCARY MOVIE and SCARY MOVIE 2! We chat about parody films, why getting high pairs well with getting scared, and …

1
300 - The 300th Episode Celebration! (w/ Justine) 50:17

2M ago50:17

50:17

Welcome to the 300th episode of Fright School! This week, our dear friend Justine joins us to catch up and discuss the show! Thank you to all of our listeners for getting us to 300! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy J. Napier and J. Fejeran

1
Are We About to Enter the First White-Collar Recession? | James van Geelen 54:30

2M ago54:30

54:30

In Episode 408 of Hidden Forces, Demetri Kofinas speaks with James van Geelen, the founder of Citrini Research, which specializes in illuminating and demystifying the transformative “megatrends” poised to shape societies, economies, and the market’s distribution of returns for years to come. James and Demetri spend the first hour of their conversat…

1
Why Fiscal Policy Is What Really Matters For Investors | Kevin Muir 57:32

2M ago57:32

57:32

In Episode 407 of Hidden Forces, Demetri Kofinas speaks with the Macro Tourist’s Kevin Muir about the power of fiscal spending and why fiscal austerity and trade tariffs will lead to lower asset prices, U.S. equity market underperformance, and a falling U.S. dollar. Kevin and Demetri spend the first hour of this podcast discussing the importance of…

1
Navigating the Twin Crises of the 2020s | George Friedman 52:55

2M ago52:55

52:55

In Episode 406 of Hidden Forces, Demetri Kofinas speaks with renowned geopolitical analyst and forecaster George Friedman about the pivotal institutional and socioeconomic cycles that shape historical events—and how their convergence is driving the economic and political crises of the 2020s. George and Demetri examine critical turning points in Ame…

1
Is the US at Risk of Losing the Long-Game to China? | Rush Doshi 56:35

2M ago56:35

56:35

In Episode 405 of Hidden Forces, Demetri Kofinas speaks with Rush Doshi, former Deputy Senior Director for China and Taiwan on the National Security Council about the state of the U.S.-China competition, the Trump administration’s China policy, and how the United States can compete successfully with China without risking imperial overreach or bankr…

1
Living In Wonder: Finding Mystery and Meaning in a Secular Age | Rod Dreher 57:11

2M ago57:11

57:11

In Episode 404 of Hidden Forces, Demetri Kofinas speaks with religious writer Rod Dreher about the crisis of modernity and how to open our eyes to the reality that life and the world are far more mysterious, exciting, and adventurous than we have been led to believe. Dreher and Kofinas spend the first hour of their conversation engaging on fundamen…

1
299 - A Woman of the Human Species - Companion (2025) 56:50

3M ago56:50

56:50

Learn more about your ad choices. Visit megaphone.fm/adchoicesBy J. Napier and J. Fejeran

1
Ending the Ukraine War: A Reset in U.S.-Russia Relations? | Andrea Kendall-Taylor & Michael Kofman 52:53

3M ago52:53

52:53

In Episode 403 of Hidden Forces, Demetri Kofinas speaks with Russia and U.S. national security experts Andrea Kendall-Taylor and Michael Kofman about the Ukraine peace talks between the United States and Russia, and whether they are part of a larger vision by the Trump administration to reset American grand strategy and the global order. Across the…

1
298 - Good for She/Her! - The Assassin, Tales from the Crypt (Part 4) 56:15

3M ago56:15

56:15

Welcome back to Fright School, kiddies! We discuss our DIE initiatives. Joshua and Joe recap the Saturday Night Live 50th Anniversary (well isn't that) Special! Joshua shares about some favorite SNL movies while Joe is first in line for tickets to The Culps comeback tour. This week, we wrap up (for now...) our Tales From The Crypt deep die-ve with …

1
A Turning Point for Value Investing | Mark Holowesko 57:09

3M ago57:09

57:09

In Episode 402 of Hidden Forces, Demetri Kofinas speaks with Mark Holowesko, the founding Partner and Chief Executive Officer of Holowesko Partners—a Bahamian-based, value-oriented investment firm that allocates capital across a wide range of industries, geographies, and market capitalizations. This episode is part of a series in which Demetri inte…

1
297 - Queen, You've Done It Again! - Heart Eyes (2025) 37:21

3M ago37:21

37:21

Happy Valentine’s Day, Dear Listener! This week we took a field trip to see HEART EYES! Spoilers abound so beware!!! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy J. Napier and J. Fejeran

1
Navigating the Fourth Turning: Power, Technology, & Moral Decline | Demetri Kofinas 1:38:42

3M ago1:38:42

1:38:42

In Episode 401 of Hidden Forces, Demetri Kofinas shares his recent appearance on the Grant Williams podcast in which he and Grant discuss how the interplay of political power, technology, and moral decline in society are driving the unraveling of the social order as we pass through the final stages of what Neil Howe has famously described as “The F…

1
Taking the Chainsaw to Argentina's Bureaucracy | Federico Sturzenegger 1:07:58

3M ago1:07:58

1:07:58

In Episode 400 of Hidden Forces, Demetri Kofinas speaks with Federico Sturzenegger, the current head of the Ministry of Deregulation and State Transformation under President Javier Milei in Argentina. Demetri asks Sturzenegger about Argentina’s political and economic history in the 20th century, comparing its industrial model, capital markets, and …

1
296 - Miss Lilly Pution Manison - Loved to Death, Tales from the Crypt (Part 3) 30:25

4M ago30:25

30:25

Learn more about your ad choices. Visit megaphone.fm/adchoicesBy J. Napier and J. Fejeran

1
Is a Libertarian Revolution Underway in Argentina? | Bowtied Mara 46:55

4M ago46:55

46:55

In Episode 399 of Hidden Forces, Demetri Kofinas interviews Bowtied Mara about Argentina’s political history, its economy, the local real estate market, the energy sector, and President Javier Milei’s efforts to revive growth, combat inflation, and liberalize the country’s economy. In the first hour, Mara and Demetri explore Argentina’s political h…

1
295 - A Courtesan with a Heart of Gold - Tales from the Crypt (Part 2) 53:39

4M ago53:39

53:39

Welcome back to Fright School! This week, we are picking back up with our TALES FROM THE CRYPT franchise deep dive! But first! Please welcome to the stage Miss Nora Virus! What are Joe's thoughts on WICKED, you ask? We chat about our feelings of musical adaptations in general. We watched two episodes of TALES FROM THE CRYPT this week: ONLY SIN DEEP…

1
Finding Value in an Upside-down World | Charles Heenan & Geoff Legg 59:24

4M ago59:24

59:24

In Episode 398 of Hidden Forces, Demetri Kofinas speaks with Kennox Strategic Value Fund investment directors Charles Heenan and Geoff Legg about their investment framework and macro worldview. Known for their focus on top-quality, sector-leading companies, Charles and Geoff share valuable insights about what it takes to build and manage a portfoli…

1
What’s Driving the Rise in Long-Term Bond Yields? | Jim Bianco 56:42

4M ago56:42

56:42

In Episode 397 of Hidden Forces, Demetri Kofinas speaks with Jim Bianco, President and Macro Strategist at Bianco Research, about the macroeconomic factors driving the recent rise in bond yields and a range of other variables shaping the economies of the U.S., Europe, and China, as well as their impact on investors' portfolios. In the first hour, B…

1
294 - Just a Rainy Day Film - SE7EN (1995) 57:48

4M ago57:48

57:48

Welcome back to Fright School! We start off discussing holiday presents! Joe is journaling... or trying to. Have you read A NOUN of NOUN and NOUNS by Proper Noun Initial. Initial. Proper Noun? Was it any good? Joe is building his TBR and needs recs. We prepare to enter the Drag Race Cinematic Universe (DRCU). This week, we took a trip to see the ne…

1
293 - Death by a Thousand Puns - Tales from the Crypt (Part 1) 1:08:01

5M ago1:08:01

1:08:01

Happy New Fear, FRIGHT SCHOOL! We kick off the year venting about vaguebooking. We share our New Year's resolutions... or whatever. Joshua turned 40! This week, we kick off our January Franchise Deep Dive with a twist! Yes, Boils, Ghouls, Slays, and Grims we're crawling into the coffin with the Cryptkeeper and TALES FROM THE CRYPT! Inspired by our …

1
Extinction of Experience: Being Human in a Disembodied World | Christine Rosen 54:51

5M ago54:51

54:51

In Episode 396 of Hidden Forces, Demetri Kofinas speaks with Christine Rosen about her book, “Extinction of Experience: Being Human in a Disembodied World,” which explores the cultural and emotional shifts that accompany our embrace of technology and its effects on our experience of life as embodied human beings. Christine is a senior fellow at the…

1
292 - Joe & the Incubus - Nosferatu (2024) 50:44

5M ago50:44

50:44

HAPPY NEW YEAR FRIGHT SCHOOL! We have so much to catch up on! We chat about WHAT WE DO IN THE SHADOWS. Joshua is watching a serial killer’s life flash before his eyes with DEXTER: ORIGINAL SIN. Joe is taking a joy ride with the LINCOLN LAWYER. We try and fail with the harmonies of the HALLELUJAH choir. This week we took a trip to the thee-ay-tuh to…

1
Investing in Argentina, AI, and More in 2025 | Zach Abraham & Chase Taylor 48:25

5M ago48:25

48:25

In Episode 395 of Hidden Forces, Demetri Kofinas speaks with Zach Abraham and Chase Taylor about the recent revision in the Fed’s summary of economic projections, the investment opportunities in Latin America, the economic effects of the war in Syria, the state of the outgoing Biden administration, and the economic prospects associated with a secon…

1
The Fall of Damascus and the New Geopolitics of the Middle East | Kamran Bokhari 51:10

5M ago51:10

51:10

In Episode 394 of Hidden Forces, Demetri Kofinas speaks with geopolitical analyst and forecaster Kamran Bokhari about the fall of Damascus and the implications of Bashar al-Assad’s ouster in Syria for the balance of power in the Middle East. Kamran last came on the podcast a year ago to discuss the violence ignited by Hamas’ October 7th attacks, th…

1
Will AI Generate a New Growth Wave of Creative Destruction? | Herman Mark Schwartz 59:52

6M ago59:52

59:52

In Episode 393 of Hidden Forces, Demetri Kofinas speaks with Herman Mark Schwartz, a professor in the Politics department of the University of Virginia and the author of three books on economic development, globalization, and the geopolitics of the subprime mortgage crisis. Demetri and Mark discuss an article that he recently co-authored in America…

1
National Capitalism & Death of the International Monetary System | Russell Napier 56:47

6M ago56:47

56:47

In Episode 392 of Hidden Forces, Demetri Kofinas speaks with author, investor, and financial historian Russell Napier, about how to navigate a seminal transition in the global trade and monetary order. This episode aims to provide you with the tools to understand, value, and manage the assets, exposures, and risks in your portfolios and to capitali…

1
The End of the German Economic Miracle | Wolfgang Münchau 52:08

6M ago52:08

52:08

In Episode 391 of Hidden Forces, Demetri Kofinas speaks with Wolfgang Münchau, the director and co-founder of Eurointelligence and the author of a phenomenal new book about post-WWII Germany, the rise and fall of the German economy, its industrial sector, and the end of what he dubs “The German Miracle.” Wolfgang Münchau and Demetri spend the first…

1
De-banking, Censorship, and the Right to Die | Rupa Subramanya 58:46

6M ago58:46

58:46

In Episode 390 of Hidden Forces, Demetri Kofinas speaks with Rupa Subramanya, a journalist at the Free Press, about the de-banking of political dissidents, censorship, and the “right to die.” Rupa first came on Demetri’s radar for the work she has done writing about what is known as “de-banking:” the closure of people's or organizations' bank accou…

1
Why the Fed Risks Losing Control of the Bond Market | Andy Constan 46:26

6M ago46:26

46:26

In Episode 389 of Hidden Forces, Demetri Kofinas speaks with Andy Constan, the founder and proprietor of Damped Spring Advisors about why he believes the Federal Reserve is at risk of losing the long-end of the bond market, which would lead to a reacceleration of inflation and a hard landing for the economy. Andy and Demetri spend the first hour di…

1
Semiconductors, Tariffs, & Chip Restrictions Under Trump | Chris Miller 49:48

6M ago49:48

49:48

In Episode 388 of Hidden Forces, Demetri Kofinas speaks with semiconductor expert Chris Miller about the state and future of the semiconductor industry in the context of Trump’s 2024 U.S. electoral victory, with all its implications for industrial policy, defense spending, tariffs, export controls, trade wars, and much more. This conversation is a …

1
Who Is Going to Win the 2024 U.S. Elections? | Henry Olsen 51:47

7M ago51:47

51:47

In Episode 387 of Hidden Forces, Demetri Kofinas speaks with political analyst, author, and host of “Beyond the Polls,” Henry Olsen about the state of the 2024 presidential race and what to expect from what could be the most contested election in American history. Henry tells us how each candidate is performing in the key swing states and districts…

1
291 - HALLOWEEN 2024! 53:33

7M ago53:33

53:33

HAPPY HALLOWEEN from us at Fright School! This week we reflect on the FREAKY KIKI HORROR BALL! Joe and Joshua both started new jobs! Instead of chatting about a specific movie this week, we discuss our favorite Halloween watches and traditions. If you STAY spooky, you don't have to GET spooky! Here's to another season! Check out the Geekscape's Top…

1
Turning Point: A New Security Order in the Middle East? | Joshua Landis 56:48

7M ago56:48

56:48

In Episode 386 of Hidden Forces, Demetri Kofinas speaks with the Director of the Center for Middle East Studies at the University of Oklahoma, Joshua Landis about two possible futures for the Middle East: The first will be defined by perpetual conflict, insecurity, and the specter of nuclear proliferation. The second would be defined by a tenuous, …

1
Financial Markets and the AI Revolution | Adam Butler 51:23

7M ago51:23

51:23

In Episode 385 of Hidden Forces, Demetri Kofinas speaks with Adam Butler, the CIO of Resolve Asset Management, an alternative asset management firm that focuses on providing cutting-edge, globally diversified, and systematic investment strategies that are non-correlated to traditional portfolios. In the first hour, we explore the structural changes…

1
Moving From an Income-Driven to a Credit-Driven Cycle | Bob Elliott 55:24

8M ago55:24

55:24

In Episode 384 of Hidden Forces, Demetri Kofinas speaks with Bob Elliott, the co-founder and CEO of Unlimited, a financial services firm that uses machine learning to create products that replicate the index returns of alternative investments. Demetri asked Bob Elliott back on the podcast today to discuss the big macroeconomic story everyone’s been…

Podcasts Worth a Listen

J. Napier Podcasts

Podcasts Worth a Listen

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