In Episode 414 of Hidden Forces, Demetri Kofinas speaks with Mark Spindel about monetizing government policies and how an improved understanding of their effect on markets can enhance the value and performance of your portfolio.
Demetri and Mark spend the episode's first hour evaluating Trump’s first 100 days in office, assessing his policy objectives and his effectiveness (or ineffectiveness) in turning those policies into tangible economic and political victories for his administration. They discuss:
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Tariff-induced supply chain disruptions
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Price inflation
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Higher interest rates
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Lower asset prices
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A falling U.S. Dollar
In the second hour, Spindel and Kofinas focus on the investment implications that stem from a more accurate understanding of government policy and its effect on markets. Listeners will walk away with a deeper understanding of:
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The government’s role in the economy
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The myth of Fed independence
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How policy impacts equity and bond performance
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The role of alternative safe assets
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The impact of new tax regimes on investment outcomes
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Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou
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Episode Recorded on 04/29/2025
