In Episode 414 of Hidden Forces, Demetri Kofinas speaks with Mark Spindel about monetizing government policies and how an improved understanding of their effect on markets can enhance the value and performance of your portfolio.

Demetri and Mark spend the episode's first hour evaluating Trump’s first 100 days in office, assessing his policy objectives and his effectiveness (or ineffectiveness) in turning those policies into tangible economic and political victories for his administration. They discuss:

Tariff-induced supply chain disruptions
Price inflation
Higher interest rates
Lower asset prices
A falling U.S. Dollar

In the second hour, Spindel and Kofinas focus on the investment implications that stem from a more accurate understanding of government policy and its effect on markets. Listeners will walk away with a deeper understanding of:

The government’s role in the economy
The myth of Fed independence
How policy impacts equity and bond performance
The role of alternative safe assets
The impact of new tax regimes on investment outcomes

Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe.

If you’d like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe.

If you enjoyed today’s episode of Hidden Forces, please support the show by:

Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed
Writing us a review on Apple Podcasts & Spotify
Joining our mailing list at https://hiddenforces.io/newsletter/

Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou

Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas

Episode Recorded on 04/29/2025

Fitter Radio Episode 311 - Patrick Lange & Jocelyn McCauley