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Demetri Kofinas

New York

I get you access to the people & ideas that matter so that you can learn to build financial wealth and always stay ahead of the curve | Host of @HiddenForcesPod

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Articles

  • Nov 12, 2024 | aei.org | Chris Miller |Demetri Kofinas

    In Episode 388 of Hidden Forces, Demetri Kofinas speaks with semiconductor expert Chris Miller about the state and future of the semiconductor industry in the context of Trump’s 2024 U.S. electoral victory, with all its implications for industrial policy, defense spending, tariffs, export controls, trade wars, and much more. This conversation is a deep-dive into the semiconductor supply chain.

  • May 19, 2024 | player.fm | Demetri Kofinas

    In Episode 364 of Hidden Forces, Demetri Kofinas speaks with Gavekal CEO Louis-Vincent Gave about de-dollarization, U.S. re-industrialization, and his case for a Chinese “deflationary boom” and revaluation of the renminbi. In the first hour of their conversation, Demetri asks Louis-Vincent Gave about the most important trends set to define the investment landscape in the years ahead.

  • May 12, 2024 | player.fm | Demetri Kofinas

    In Episode 363 of Hidden Forces, Demetri Kofinas speaks with investors Paulo Macro and Le Shrub about their investment ideas, frameworks, and processes for identifying investment opportunities and managing risk.

  • May 6, 2024 | player.fm | Demetri Kofinas |Guy Raz |Aaron Clippinger |Darius Mirshahzadeh

    In Episode 362 of Hidden Forces, Demetri Kofinas speaks with Dr. Scott Sherr, an expert in hyperbaric oxygen therapy, about how this transformative therapeutic can reverse aging, improve cardiovascular health, regrow brain tissue, and extend the length and quality of your life in ways that are truly extraordinary. Demetri’s inspiration for this episode results from a personal journey that he’s been on for the last several months.

  • Apr 28, 2024 | player.fm | Demetri Kofinas

    In Episode 361 of Hidden Forces, Demetri Kofinas speaks with Dmitri Alperovitch, the co-founder and executive chairman of Silverado Policy Accelerator, the co-founder of leading cybersecurity company CrowdStrike, and the author of the soon-to-be-released book “World on the Brink: How America Can Beat China in the Race for the Twenty-First Century.” Dmitri Alperovitch makes the case that we are already in the midst of a new Cold War with China and that Taiwan is the strategic flashpoint that...

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Demetri Kofinas
Demetri Kofinas @kofinas
29 May 25

All of these nativist, scarcity minded reactions by the administration are incredibly dumb. The same goes for preventing universities from admitting foreign students, which is so incredibly retarded that I still can’t believe it’s true.

Secretary Marco Rubio
Secretary Marco Rubio @SecRubio

The U.S. will begin revoking visas of Chinese students, including those with connections to the Chinese Communist Party or studying in critical fields.

Demetri Kofinas
Demetri Kofinas @kofinas
28 May 25

RT @RushDoshi: It is superpower suicide to stop the best foreign minds from coming to the United States and using their talents to propel A…

Demetri Kofinas
Demetri Kofinas @kofinas
28 May 25

In retrospect, I should have put the odds at 90+% and moved up the timeline to the first 6 months. https://t.co/Q7MAMTJear

Demetri Kofinas
Demetri Kofinas @kofinas

I never make predictions, but here goes: ~70% chance Musk leaves/is kicked out of Trump's inner circle within the first 2 years of Trump's administration. >90% chance that if he doesn't leave, he will be a constant source of drama and conflict.