Hidden Forces

Henry Olsen, author of 'Working Class Republican', and Demetri Kofinas discuss the speculation around Joe Biden's health, potential replacements, and Donald Trump's chances in the 2024 election. They delve into Biden's debate performance, rumors of health issues, and the impact on Democratic nominees. The conversation also covers immigration, U.S. withdrawal from NATO, and Trump's evolving foreign policy.

Global Chief Economist at BCG, Philipp Carlsson-Szlezak, discusses assessing macroeconomic risk in a changing environment, emphasizing the need for a flexible approach. They explore failed predictions, media influence, the 'good macro operating system,' business cycle length, and economic decision-making challenges.

World-renowned economist Jeffrey Sachs discusses his career in public policy and critiques of US foreign policy, touching on the 'deep state,' CIA history, and US interventions in other countries. Topics include American exceptionalism, covert operations to overthrow leaders, conspiracy theories, and constructive engagement in politics.

Brian Janous, a seasoned professional with extensive experience in the electricity and data center industries, discusses the challenges and opportunities in remaking the electric grid to meet the growing demands of AI data centers, industrial capacity, and renewable energy sources. The conversation covers the complexity of the grid system, investment prospects in data center development, energy management in tech companies, challenges of balancing power needs with net-zero goals, and solutions for integrating renewable energy and upgrading the grid for decarbonization.

Financial journalist Spencer Jakab and activist short-seller Andrew Left discuss the GameStop meme stock craze and its characters. They delve into narrative investing, financial nihilism, and the societal factors influencing investing attitudes. The conversation also touches on the dark design of trading platforms and the contradictions within populist investment movements.

Nick Bostrom discusses the implications of a future with advanced AI in a 'solved world'. He explores questions about the meaning of life, human agency, and freedom in a world where AI has solved all problems. The conversation touches on the transition from AI risks to positive outcomes, neural networks learning without rules, aligning superintelligences with human values, and finding purpose in an automated future.

Former commercial trial attorney Lawrence Fossi, aka 'Montana Skeptic,' discusses the controversy over Elon Musk's $56 billion pay package at Tesla. They highlight issues with executive compensation, corporate governance, and the ethical implications for shareholders and the broader corporate world.

Gavekal CEO Louis-Vincent Gave discusses US re-industrialization, Chinese 'deflationary boom', and de-dollarization. They explore structural high inflation in the US and Europe, semiconductor and electric vehicle advancements in China, and the unsustainable American imperial model. The conversation touches on the need for US industrial policy, wealth divide exacerbation, and the impact of de-dollarization on the global economy.

Experienced investors Paulo Macro & Le Shrub discuss investment frameworks, EM-ification of developed economies, understanding policymakers' incentives, international system strains, investment opportunities in commodities, and challenges during an inflationary recession.

Dr. Scott Sherr, an expert in hyperbaric oxygen therapy, discusses its transformative effects on reversing aging, improving cardiovascular health, regrowing brain tissue, and extending life quality. The podcast explores the process, protocols, and medical applications of hyperbaric therapy, delving into its historical origins, physiological shifts, and benefits. It also covers the impact of altitude on oxygen levels, the physiological effects of therapy, and the types of hyperbaric chambers available.