Welcome to the Writer's Write podcast, where every writer has the right to speak their mind. The show focuses on talking to writers about the last thing they've written, and their writing process. There'll be a lot about basketball, but not always.
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Hosted by Joshua Moses, Swamped is a new podcast series that tells the stories of people who find themselves in overwhelming situations. Where their knowledge, skills, and training are stretched beyond their limits. During this era of persistently unsettling certainty Swamped documents stories of people struggling against immense odds, sometimes foundering, always changing. Swamped asks: What do you do when you no longer know what to do? What did you learn from these experiences? And what wo ...
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A serious examination of television as a medium of artistic expression and its social impact. Scott Ryan and Joshua Minton, two lovers of television, and their occasional guests walk through the best of what television has to offer. @redroompodcast
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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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Wealth Preservation During a Fourth Turning | Russell Napier
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2:18Episode 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 …
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How To Monetize Government Policy | Mark Spindel
1:00:43
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1:00:43In 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…
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Trump’s First 100 Days and What Comes After | Neil Howe
1:42:08
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1:42:08Episode 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…
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Carlo Rovelli on Fear, Infinity, the Myth of Certainty, and Love
56:29
56:29
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56:29Carlo Rovelli is a physicist who asks big questions about the universe, life, love, uncertainty, time, poetry, psychedelics, black holes, and the climate crisis. In this episode cohost Suparna Choudhury and Joshua Moses have a far-ranging and sometimes personal conversation with Carlo. They even get to the root of a 7-year old’s existential terror …
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Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein
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44:08In 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…
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The Economic Fallout from Trump’s China Tariffs | Shehzad Qazi
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42:14In 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…
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Capital Wars and the Death of Fiscal Illusions | Paulo Macro & Le Shrub
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48:00In 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…
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The Hundred Year Pivot | A New Podcast Series by Demetri Kofinas and Grant Williams
39:37
39:37
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39:37Demetri 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…
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Are We About to Enter the First White-Collar Recession? | James van Geelen
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54:30In 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…
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Why Fiscal Policy Is What Really Matters For Investors | Kevin Muir
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57:32In 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…
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Navigating the Twin Crises of the 2020s | George Friedman
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52:55In 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…
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Is the US at Risk of Losing the Long-Game to China? | Rush Doshi
56:35
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56:35In 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…
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Living In Wonder: Finding Mystery and Meaning in a Secular Age | Rod Dreher
57:11
57:11
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57:11In 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…
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Ending the Ukraine War: A Reset in U.S.-Russia Relations? | Andrea Kendall-Taylor & Michael Kofman
52:53
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52:53In 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…
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A Turning Point for Value Investing | Mark Holowesko
57:09
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57:09In 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…
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Navigating the Fourth Turning: Power, Technology, & Moral Decline | Demetri Kofinas
1:38:42
1:38:42
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1:38:42In 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…
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Taking the Chainsaw to Argentina's Bureaucracy | Federico Sturzenegger
1:07:58
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1:07:58In 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 …
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Is a Libertarian Revolution Underway in Argentina? | Bowtied Mara
46:55
46:55
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46:55In 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…
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Finding Value in an Upside-down World | Charles Heenan & Geoff Legg
59:24
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59:24In 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…
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What’s Driving the Rise in Long-Term Bond Yields? | Jim Bianco
56:42
56:42
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56:42In 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…
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Extinction of Experience: Being Human in a Disembodied World | Christine Rosen
54:51
54:51
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54:51In 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…
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Investing in Argentina, AI, and More in 2025 | Zach Abraham & Chase Taylor
48:25
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48:25In 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…
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The Fall of Damascus and the New Geopolitics of the Middle East | Kamran Bokhari
51:10
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51:10In 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…
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Will AI Generate a New Growth Wave of Creative Destruction? | Herman Mark Schwartz
59:52
59:52
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59:52In 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…
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National Capitalism & Death of the International Monetary System | Russell Napier
56:47
56:47
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56:47In 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…
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The End of the German Economic Miracle | Wolfgang Münchau
52:08
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52:08In 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…
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De-banking, Censorship, and the Right to Die | Rupa Subramanya
58:46
58:46
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58:46In 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…
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Why the Fed Risks Losing Control of the Bond Market | Andy Constan
46:26
46:26
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46:26In 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…
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Semiconductors, Tariffs, & Chip Restrictions Under Trump | Chris Miller
49:48
49:48
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49:48In 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 …
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Who Is Going to Win the 2024 U.S. Elections? | Henry Olsen
51:47
51:47
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51:47In 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…
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Turning Point: A New Security Order in the Middle East? | Joshua Landis
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56:48In 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, …
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Financial Markets and the AI Revolution | Adam Butler
51:23
51:23
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51:23In 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…
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Moving From an Income-Driven to a Credit-Driven Cycle | Bob Elliott
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55:24In 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…
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Why the Fed’s Rate Decision Marks a Profound Shift in Monetary Policy | James Aitken
57:10
57:10
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57:10In Episode 383 of Hidden Forces, Demetri Kofinas speaks with James Aitken, a financial markets veteran and advisor to many of the world’s most powerful, sophisticated, and successful investors. In the first hour, Demetri and James discuss all that has changed since Aitken was last on the podcast three years ago, which came just as the world had sta…
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The U.S. Assassination and Terror Threat | Jacob Ware
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49:31In Episode 382 of Hidden Forces, Demetri Kofinas speaks with Jacob Ware, an expert in domestic and international terrorism, counterterrorism, and assassination, about the growing U.S. assassination and terror threat ahead of the 2024 elections. Jacob and Demetri spend the first hour of their conversation discussing the two recent assassination atte…
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How Investors Should Think About UAP Risk | David Dorr
1:02:08
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1:02:08In Episode 381 of Hidden Forces, Demetri Kofinas speaks with global macro investor David Dorr about the evidence for UAP, UAP disclosure, how investors should think about UAP risk, and what effect different types of disclosures could have on their portfolios. David has been a long-time student of UAP (or what we used to call UFOs) and has continuou…
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U.S. Government Investigations Into UFOs & UAP | Luis Elizondo
1:02:51
1:02:51
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1:02:51In Episode 380 of Hidden Forces, Demetri Kofinas speaks with Luis Elizondo, the former head of AATIP, the U.S. Defense Department’s program for investigating UFOs (now known as unidentified anomalous phenomena or UAP), about why he and so many other scientists, researchers, and people working in military intelligence claim that we are in contact wi…
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What Really Happened on 9/11? | Ray Nowosielski & John Duffy
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58:37In Episode 379 of Hidden Forces, Demetri Kofinas speaks with Ray Nowosielski and John Duffy, the authors of The Watchdogs Didn’t Bark, a book that investigates the troubling story behind the 9/11 attacks and the War on Terror. The first hour includes a discussion about the timeline of events leading up to the 9/11 attacks, the critical meeting in M…
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New Revelations About Saudi Arabia and the CIA’s Actions Ahead of 9/11 | Bob Kerrey
1:13:44
1:13:44
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1:13:44In Episode 378 of Hidden Forces, Demetri Kofinas speaks with Bob Kerrey, the former governor of Nebraska, a U.S. senator, and a member of the 9/11 Commission, about the latest revelations regarding support for the 9/11 hijackers by Saudi Arabia and troubling details about the CIA’s actions in the lead-up to 9/11. Senator Bob Kerrey was first on the…
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Is Modern Capitalism Broken? | Patrick Boyle
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54:10In Episode 377 of Hidden Forces, Demetri Kofinas speaks with Patrick Boyle. Patrick is a founding partner of quantitative hedge fund Palomar Capital, a professor of finance at King’s College London, and the host of “Patrick Boyle on Finance.” In the first hour, Patrick shares stories from his career in finance, including his time working for Victor…
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The ‘Deep State’ and the War in Ukraine (Part II) | Jeffrey Sachs
1:02:24
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1:02:24In Episode 376 of Hidden Forces, Demetri Kofinas speaks with Jeffrey Sachs, a world-renowned economist, bestselling author, and professor at Columbia University, where he was the former director of The Earth Institute. He is also one of the most reputable critics of U.S. foreign policy and the ‘Deep State’, especially as it pertains to the ongoing …
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America 2024 & the Battle of the Elites | Nate Silver
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52:59In Episode 375 of Hidden Forces, Demetri Kofinas speaks with Nate Silver, political forecaster, poker player, and founder of FiveThirtyEight, about the 2024 U.S. elections and the battle between Silicon Valley elites and the D.C. establishment for control over the country. In the first hour, Demetri asks Nate for his views about the political battl…
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Making Sense of Chaos: A Revolution in Economic Theory | J. Doyne Farmer
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49:51In Episode 374 of Hidden Forces, Demetri Kofinas speaks with J. Doyne Farmer. Dr. Farmer is a complex systems scientist and entrepreneur who pioneered many of the theories and applications that we discuss today, including chaos theory, complexity science, artificial life, and wearable computing. We live in an age of increasing complexity, accelerat…
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What Will an “America First” Economy Look Like? | Jim Grant
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59:17In Episode 373 of Hidden Forces, Demetri Kofinas speaks with Jim Grant, the founder of Grant's Interest Rate Observer, about the "America First" economic agenda and how investors should think about changes to U.S. economic policy when forecasting interest rates, growth, and inflation. Jim Grant compares contemporary American politics to other perio…
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Making Sense of the Failed Trump Assassination
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43:14In Episode 372 of Hidden Forces, Demetri Kofinas tries to make sense of the recent assassination attempt against Donald Trump by focusing on (1) what we know so far about what actually happened on July 13th, (2) the public’s reaction to the events of that day, and (3) the implications of the shooting for the 2024 election and the country’s future. …
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Why Democrats Face an Epic Collapse in 2024 | Henry Olsen
1:01:39
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1:01:39In Episode 371 of Hidden Forces, Demetri Kofinas speaks with Henry Olsen, author of “Working Class Republican” and host of “Beyond the Polls” about the unprecedented circumstances surrounding Joe Biden’s candidacy for the 2024 Democratic Presidential nomination, who will replace him, and why Donald Trump is well-positioned to win in 2024. Demetri a…
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How To Assess True Macroeconomic Risk | Philipp Carlsson-Szlezak
57:13
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57:13In Episode 370 of Hidden Forces, Demetri Kofinas speaks with Philipp Carlsson-Szlezak, the Global Chief Economist at BCG and the author of “Shocks, Crises, and False Alarms,” about how to assess macroeconomic risk without relying on broken models, pervasive doom-mongering, and whipsawing data prints that have little to do with the structural driver…
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The ‘Deep State’ and the War in Ukraine (Part I) | Jeffrey Sachs
49:59
49:59
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49:59In Episode 369 of Hidden Forces, Demetri Kofinas speaks with Jeffrey Sachs, a world-renowned economist, bestselling author, and professor at Columbia University, where he was the former director of The Earth Institute. He is also one of the most reputable critics of U.S. foreign policy and the ‘Deep State’, especially as it pertains to the ongoing …
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1
How to Remake the Electric Grid for AI | Brian Janous
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50:50In Episode 368 of Hidden Forces, Demetri Kofinas speaks with Brian Janous. Brian is the Co-Founder and Chief Strategy Officer at Cloverleaf Infrastructure. With over 20 years of experience in the electricity and data center industries, Brian is the perfect person to talk to about the growth in electricity demand being forecasted by North American g…
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The Return of Meme Stock Investing | Spencer Jakab & Andrew Left
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49:31In Episode 367 of Hidden Forces, Demetri Kofinas speaks with Spencer Jakab and Andrew Left. Jakab is an award-winning financial journalist who edits the Wall Street Journal’s “Heard on the Street” column. He is also the author of “The Revolution That Wasn't,” a book about the meme stock craze that overtook the video game retailer GameStop in 2021 a…
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