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

Hidden Forces: Semiconductors, Tariffs, & Chip Restrictions Under Trump

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.
China & the American Imperial Economy | Louis-Vincent Gave

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.
How to Invest in an Inflationary Recession | Paulo Macro & Le Shrub

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.
How I Grew My Brain With Hyperbaric Oxygen Therapy | Scott Sherr

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.
A World On The Brink of Total War | Dmitri Alperovitch

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...
Where Are All the Billionaires? | Victor Haghani

Apr 21, 2024 | player.fm | Demetri Kofinas

In Episode 360 of Hidden Forces, Demetri Kofinas speaks with Victor Haghani about his book “The Missing Billionaires” and what a growing body of literature has to say about sensible wealth management and how to invest for the long term. Haghani started his career at Salomon Brothers in 1984, where he became a Managing Director in the bond-arbitrage group, and in 1993, he was a co-founding partner of Long-Term Capital Management.
America’s National Savings and Debt Crisis | Lacy Hunt

Mar 31, 2024 | player.fm | Demetri Kofinas

In Episode 359 of Hidden Forces, Demetri Kofinas speaks with Economist Lacy Hunt about America’s national savings and debt crisis. Dr. Hunt is the Executive Vice President and Chief Economist of Hoisington Investment Management Company. He previously served as Chief U.S. Economist for the HSBC Group, as Executive Vice President and Chief Economist at Fidelity Bank, and as Senior Economist for the Federal Reserve Bank of Dallas during the course of a 55-year career studying markets and the economy.
What Comes After the Chinese Economic Miracle? | Anne Stevenson-Yang

Mar 24, 2024 | player.fm | Demetri Kofinas

In Episode 358 of Hidden Forces, Demetri Kofinas speaks with Anne Stevenson-Yang, the founder of J Capital Research, which publishes highly diligenced research reports on over-valued, publicly traded companies, with a particular focus on China.
Are Gold and Bitcoin Signaling the Return of Money Printing? | Michael Howell

Mar 17, 2024 | player.fm | Demetri Kofinas

In Episode 357 of Hidden Forces, Demetri Kofinas speaks with the CEO of CrossBorder Capital, Michael Howell, about the run-up in gold and bitcoin prices and whether this signals the return of "money printing" driven by overwhelming government debt and deficit payments. Michael Howell has had the most accurate economic and financial forecasts of any analyst Kofinas has spoken with in the last several years.
What Myths Can Teach Us About the AI Arms Race | Joshua Schrei

Mar 3, 2024 | player.fm | Demetri Kofinas

In Episode 355 of Hidden Forces, Demetri Kofinas speaks with mythologist and storyteller Joshua Schrei about the cultural, social, and political consequences of the rise of Artificial Intelligence. According to Joshua, humanity is entering an era whose only corollary is the stuff of fairy tales and myths. Powers that used to be reserved for magicians and sorcerers are no longer metaphorical, and it’s unclear if humanity has the tools and initiatory frameworks to use them responsibly.