Hidden Forces

In this engaging discussion, Bob Elliott, co-founder and CEO of Unlimited, delves into the Federal Reserve's strategic shift from fighting inflation to fostering labor market growth. He and Demetri Kofinas explore the potential shift from an income-driven to a credit-driven economy, fueled by increased borrowing. They also analyze China's economic situation and the implications of its stimulus for global markets. Additionally, they dissect the role of labor strikes and the importance of effective asset allocation in a changing economic landscape.

In this engaging discussion, financial markets veteran James Aitken shares insights on the recent shift in the Fed's monetary policy, including a notable 50 basis point rate cut. He emphasizes the Fed's newfound focus on labor market support and its potential inflationary risks. The conversation delves into geopolitical issues like China's economic strategies, fiscal challenges in the U.S. and Europe, and the implications of a possible Trump 2.0 administration on financial markets. Aitken also examines the evolving role of commodities and central banks in today's economy.

Jacob Ware, a research fellow at the Council on Foreign Relations, dives into the alarming rise in assassination threats and domestic terrorism as the 2024 elections approach. He discusses recent attempts on former President Trump’s life and highlights security failures surrounding them. The conversation explores the dual-use of technology in terror and the unsettling potential for civil conflict in the U.S. They also unpack the complexities of leftist versus right-wing extremism, providing a deep insight into the evolving landscape of political violence.

David Dorr, a global macro investor with a keen interest in UAP, discusses the financial implications of Unidentified Aerial Phenomena. He delves into historical sightings and the government’s secretive disclosure practices, urging investors to consider the potential market impacts. The conversation takes a fascinating turn as they explore connections between UAPs and historical events, including the influence of consciousness on these phenomena. Dorr highlights how future UAP disclosures could dramatically affect defense contractor stocks and the financial landscape.

Luis Elizondo, former head of the U.S. Defense Department’s AATIP program, delves into UFOs and UAPs, revealing claims of contact with non-human superintelligence. He discusses strange technologies and how the government has possibly concealed such information for decades. The conversation touches on links between UAP sightings and nuclear energy, alleged reverse-engineering of alien tech, and the implications of potential non-human biological materials. Elizondo challenges our perceptions of reality and explores revolutionary ideas about humanity's place in the universe.

Ray Nowosielski and John Duffy, co-authors of "The Watchdogs Didn’t Bark," dive deep into the events surrounding 9/11. They explore critical intelligence failures leading up to the attacks, particularly a pivotal meeting in Malaysia that was ignored by U.S. agencies. The duo discusses the CIA's lack of information sharing and potential ties to Saudi agents that may have facilitated the plot. Their investigation reveals a troubling narrative about government transparency and the lasting implications for American society and national security.

Bob Kerrey, former Nebraska governor and U.S. senator, discusses shocking new revelations about Saudi Arabia's involvement with the 9/11 hijackers and troubling CIA actions leading up to the attacks. He emphasizes the importance of accountability and transparency in governmental operations while examining the political fallout from intelligence failures. The conversation dives into the implications of recently uncovered evidence and calls for further investigation, shining a light on persistent secrecy and the need for democratic oversight.

In this discussion with Patrick Boyle, a finance professor and co-founder of a quantitative hedge fund, the complexities of modern capitalism are laid bare. They tackle the tumultuous market shifts of August and ponder the looming inflationary versus deflationary forces in the West. Patrick questions the need for a new industrial policy and its potential pitfalls. The conversation also dives into pressing issues like social media regulations, deteriorating business ethics, and the backlash against immigration, offering a deep look at today’s economic landscape.

Jeffrey Sachs, a world-renowned economist and bestselling author, dives deep into U.S. foreign policy and the escalating tensions with Russia. He explores NATO expansion's role in deteriorating relations and contrasts U.S. approaches to Russia and China. The conversation reveals how America’s confrontational strategies may have exacerbated conflicts, particularly in Ukraine. Sachs also discusses the historical context post-9/11, questioning if different diplomatic choices could have changed the trajectory of global tensions.

Nate Silver, renowned political forecaster and founder of FiveThirtyEight, discusses the emerging battle between Silicon Valley elites and the D.C. establishment ahead of the 2024 elections. He examines how movements like effective altruism impact voter preferences and the dynamics of political trust. The conversation delves into the tight presidential race, debates around Kamala Harris's VP pick, and strategies for swing states. Silver shares insights on the evolving nature of risk-taking and how cultural tensions between tech and tradition shape modern political landscapes.