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Hidden Forces

Latest episodes

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14 snips
Apr 28, 2025 • 44min

Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein

Paul Blustein, a seasoned financial journalist and economic historian, delves into the U.S. dollar's storied resilience amid global crises. He discusses how the dollar secured its status as the dominant currency and examines recent U.S. policy shifts and their international implications. The conversation touches on rising protectionism, dwindling investor confidence in U.S. leadership, and potential threats from cryptocurrencies, painting a picture of a precarious future for dollar hegemony in a changing economic landscape.
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101 snips
Apr 21, 2025 • 42min

The Economic Fallout from Trump’s China Tariffs | Shehzad Qazi

Shehzad Qazi, COO of China Beige Book and an expert on US-China trade relations, delves into the economic repercussions of Trump's tariffs on both nations. He reveals how these tariffs are reshaping markets, particularly affecting manufacturing and foreign companies in China. Qazi discusses China's plans to boost domestic consumption amidst challenges and critiques the US's fiscal strategies for re-industrialization. The conversation also explores the complexities of currency performance and the potential for a future trade deal.
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131 snips
Apr 17, 2025 • 48min

Capital Wars and the Death of Fiscal Illusions | Paulo Macro & Le Shrub

In this insightful conversation, investor Paulo Macro, known for his expertise in global macroeconomics, and Le Shrub, an analyst focused on the EMification of economies, delve into the challenges facing international capital systems. They discuss the implications of a potential trade war, the search for new safe assets, and the decline of American financial dominance. The duo also highlights the risks of persistent inflation, the reallocation of global capital, and the looming threat of wealth destruction from a volatile market, urging investors to stay vigilant.
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45 snips
Apr 14, 2025 • 40min

The Hundred Year Pivot | A New Podcast Series by Demetri Kofinas and Grant Williams

Demetri Kofinas and Grant Williams dive into the sweeping economic and geopolitical shifts many are calling a once-in-a-century transformation. They discuss the breakdown of traditional institutions and the rise of new economic blocks. The podcast emphasizes the complex dynamics of financial nihilism and the search for meaning amid societal upheaval. With an eye toward innovative investment strategies, the hosts invite listeners to engage in authentic dialogues and explore diverse perspectives to better navigate the future.
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66 snips
Apr 7, 2025 • 55min

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

James van Geelen, founder of Citrini Research and expert in thematic equity research, joins the conversation to analyze transformative megatrends influencing today's economy. They discuss the looming white-collar recession, driven by wealth disparities and the rise of AI, promising to reshape the workforce. Delving into global economic shifts, they explore the consequences of U.S. fiscal austerity and international stimulus efforts. The impact on the Democratic Party amid job losses and evolving consumer behavior is a focal point, highlighting how economic policies can redefine politics.
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56 snips
Mar 31, 2025 • 58min

Why Fiscal Policy Is What Really Matters For Investors | Kevin Muir

In this discussion, Kevin Muir, an independent trader and writer for Macro Tourist, delves into the significance of fiscal policy in shaping investment landscapes. He argues that government spending has driven investor outperformance over the past five years, often overshadowing the impact of monetary policy. Muir also explores the risks of fiscal austerity, trade tariffs, and their potential to depress asset prices and the U.S. dollar. Additionally, he highlights emerging investment opportunities in global markets, particularly in response to evolving political strategies.
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128 snips
Mar 24, 2025 • 53min

Navigating the Twin Crises of the 2020s | George Friedman

In this insightful discussion, George Friedman, a renowned geopolitical analyst and founder of Geopolitical Futures, shares his expertise on the intertwined institutional and socioeconomic cycles shaping the 2020s. He delves into pivotal moments in American history, from Andrew Jackson to the Reagan Revolution, and discusses the concurrent crises we face today. Friedman highlights how 'woke ideology' reflects the decline of traditional institutions and predicts a revitalization of the economy. He also outlines a potential roadmap for geopolitical stability, focusing on Russia and the Middle East.
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54 snips
Mar 17, 2025 • 57min

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

Rush Doshi, former Deputy Senior Director for China and Taiwan on the National Security Council and author of 'The Long Game,' discusses the complexities of U.S.-China relations. He critiques the bipartisan consensus on China and the Trump administration’s approach to trade as it navigates this strategic rivalry. The conversation dives into the historical roots of China's nationalism and its proactive global ambitions since the century of humiliation. Doshi emphasizes the need for nuanced U.S. foreign policy to address the challenges posed by China’s rise.
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17 snips
Mar 10, 2025 • 57min

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

Rod Dreher, an influential conservative writer known for his insights on religion and culture, engages in a captivating discussion about modernity's crisis and our quest for meaning. He reflects on the mysteries of existence, the importance of love, and the lessons from Eastern Christianity. Dreher shares his transformative journey and critiques materialism while emphasizing the need to embrace a broader spiritual understanding. He also explores how suffering can lead to spiritual growth and the implications of the simulation hypothesis in our search for identity and significance.
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64 snips
Mar 3, 2025 • 53min

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

Andrea Kendall-Taylor, a senior fellow and director at the Center for a New American Security, and Michael Kofman, a senior research scientist at the Center for Naval Analyses, dive into the intricate negotiations between the U.S. and Russia over the Ukraine war. They discuss the evolving power dynamics within Russia, the significance of casualty reporting, and the implications for European security. The duo also critiques U.S. foreign policy strategies, especially during the Trump administration, while exploring the complex influences of China and nuclear doctrines on global relations.

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