Best Recess Theory Podcasts (2025)

1
Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein 44:08

5h ago44:08

44:08

In Episode 412 of Hidden Forces, Demetri Kofinas speaks with financial journalist and economic historian, Paul Blustein about the U.S. Dollar’s historical resiliency in the face of international shocks and crises, and whether Dollar hegemony can survive the breakdown of the international capital and trading system. In the first hour, Kofinas and Bl…

1
🧊 “$17 per cube” — Glacial Ice startups. Bezos’ $20k electric car. California = 4th Biggest Economy. 22:32

6h ago22:32

22:32

Jeff Bezos’ secret electric car launched… It’s $20k, anti-Tesla, and inspired by the Amish. 100,000 year old glacier ice is being used in Dubai nightclubs… selling for $60/cube. California passed Japan to be the 4th biggest economy in the world… we’ll tell ya how. Plus, the latest recession signal is the “Brown Bag Indicator”... Leftover lunch is a…

1
The Ben Franklin Effect: How to win anyone over (even your biggest enemies) 47:17

12h ago47:17

47:17

Show Notes: "Nut-cutting time" is when extreme, drastic, or decisive action is required; a period, usually near the end of an endeavor, when pressure to succeed is most intense; crunch time. Summary In this conversation, Frank Cava and Ian Mathews explore the dynamics of asking for favors and the psychological principles behind it, particularly the…

1
Learn to Prompt 33:38

3d ago33:38

33:38

In this episode of the Art Marketing Podcast, we dive into the transformative power of AI and the essential skill of prompting. As technology evolves at lightning speed, many creatives feel overwhelmed and uncertain. Join us as we explore how mastering the art of prompting can help you navigate the AI revolution, enhance your creative processes, an…

1
Call Me a Recession Indicator 52:39

3d ago52:39

52:39

This week, Dai and David discuss urinal etiquette, JD Vance (allegedly) killing the Pope, flooding the zone, changes at the FDA and HHS, RFK Jr's dangerous autism registry, Democratic Congressman Jason Crow's town hall event, and much much more. Rabid Democrats Assault Pro-Palestine Protestor at Jason Crow's Town Hall on Wednesday, April 23, 2025 i…

1
🕯️ “Everyone’s watching it” — Conclave’s Pope pop. Uber’s robo-VW-hippie-van taxi. The Great Capitalist Pause. 22:26

3d ago22:26

22:26

Since the Pope passed, streaming of “Conclave” is up 3,200%... It’s the power of Shelf IP. Uber & VW just hooked up for robo-hippie-van taxis… It captures Uber’s Switzerland Strategy. Every company’s put their investment plans on ice… We call it the Great Capitalist Pause. Plus, Starbucks bought 200,000 Sharpies… now its new CEO wants a doodle on e…

1
The Recession-Proof Artist 35:43

4d ago35:43

35:43

In this episode of the Art Marketing Podcast, we tackle the challenges creatives face during tough economic times and explore actionable strategies to navigate them. From understanding historical trends to implementing zero-based budgeting, we discuss how to get lean, audit your lineup, and enhance your offers. Learn the importance of personal outr…

1
💪 “Peak Protein” — Kardashians’ protein popcorn. Trump’s empty-shelf warning. Trailer Parks’ Millennial moment. 22:02

4d ago22:02

22:02

Trump’s de-escalating his trade war with China… because of a warning about “empty shelves”. Kardashian protein popcorn?... In the Ozempi-conomy, protein brands are the top food trend. The hottest area of the housing market is… trailer parks. We found 3 ways to invest. Plus, the untold origin story of… The Teenage Mutant Ninja Turtles. $NVO $SPY $BX…

1
🎩 “Cheat on Anything” — Cluely’s cheating app. Home Depot’s secret garden. The Fed’s Batman independence. 22:59

5d ago22:59

22:59

Cluely’s founders got suspended for building an AI cheating app… but now it’s venture backed. Home Depot’s biggest division will shock you… it’s their $20B/year secret garden. President Trump tanked markets Monday for threatening to fire the Fed… so we explained central bank’s independence with a superhero. Plus, using “please” and “thank you” in C…

1
Artist Megh Knappenberger - Working Session 50:03

6d ago50:03

50:03

Join us for a unique episode of the Art Marketing Podcast as host Patrick interviews artist Megh Knappenberger in an informal fireside chat. They dive into the challenges of creating engaging video content, the impact of hiring a marketing assistant, and the transformative power of AI tools for artists. Discover practical tips for enhancing your on…

1
Exclusive 🦉 “Education Super App” — Duolingo CEO Luis von Ahn announces next product on TBOY 52:55

6d ago52:55

52:55

How do you get someone to learn everyday? Make it addictive… in a good way. Luis von Ahn has mastered engagement with Duolingo, transforming it into the largest education app on earth with over 40M daily users. And in our exclusive interview, Duolingo CEO announces the next product: Chess. In this episode, you’ll hear… Why the CEO (proudly) calls D…

1
The Economic Fallout from Trump’s China Tariffs | Shehzad Qazi 42:14

7d ago42:14

42:14

In Episode 411 of Hidden Forces, Demetri Kofinas speaks with Shehzad Qazi of China Beige Book about the impact Trump’s China tariffs are having on the U.S. and Chinese economies and prospects for a grand bargain. Demetri and Shehzad discuss: The material impact that the trade war has had thus far on both economies The companies and sectors most lik…

1
🧾 “wtf is that?” — Say Hello to Tariff Fees. Costco’s 1st beer dupe. Return of the Mascots. 22:56

7d ago22:56

22:56

You’re about to see “Tariff Fee” on your receipts… But the phrasing is about to get political. Companies are embracing mascots again … Jake From State Farm just beat the Kardashians. Costco’s one weakness? It’s never successfully sold a Kirkland beer… until now. Plus, we’ve got Duolingo’s CEO on tomorrow’s pod… and he’s announcing something big. $C…

1
How far will real estate prices fall in this recession? 48:41

7d ago48:41

48:41

In this conversation, Ian Mathews and Frank Cava discuss the current state of the real estate and stock markets, exploring themes of investment strategies, market dynamics, and external economic factors. They reflect on personal experiences and insights gained from years in the industry, emphasizing the importance of understanding market trends and…

1
Call Me Poetry as Protest: Naked, Fired, and Unapologetic (with Tavish) 1:14:52

10d ago1:14:52

1:14:52

This week, Dai and David are joined by Tavish —a queer spirit, human, artist, and educator with Celtic roots. Tavish practices theatre for social change, runs Bird City Improv, and brings decades of experience directing new work, crafting poetry, and co-creating ensemble-driven performance. In March 2025, Tavish went viral after staging a peaceful …

1
🐣 Peeps: A Backroom Marshmallow Mystery 41:03

10d ago41:03

41:03

Subscribe to The Best Idea Yet here: https://wondery.com/links/the-best-idea-yet/ Roscoe Rodda was in the fight of his life. His candy factory was right down the road from Milton Hershey’s—yes, THAT Hershey’s—and he needed to set himself apart. So Roscoe embraced a single holiday to get the competitive confectionery edge: Easter. Chocolate eggs, je…

1
Helsinki Bus Station Theory 6:59

11d ago6:59

6:59

In this episode of the Art Marketing Podcast, we explore the powerful concept of the Helsinki Bus Station Theory, a metaphor for the creative journey of photographers and artists. Join us as we delve into the importance of perseverance and staying true to your unique vision, even when it feels like you're going in circles. Discover why the most imp…

1
Capital Wars and the Death of Fiscal Illusions | Paulo Macro & Le Shrub 48:00

11d ago48:00

48:00

In Episode 410 of Hidden Forces, Demetri Kofinas speaks with investors Paulo Macro and Le Shrub about the consequences of a breakdown in the international capital and trading system—and what this means for markets and investor portfolios. The first hour revisits last year’s discussion on “EM-ification,” the breakdown of the rules-based global order…

1
👪 “Nepo-preneurs” — Family biz boom. Twinkies’ 4/20 munchies trade. China’s rare earth embargo. 22:51

11d ago22:51

22:51

Twinkie is embracing 4/20 with Munchies Mobiles... because the US economy is now PG-13. China just stopped selling us Rare Earth Metals… We call it the Acupuncture Needle Strategy. Say hello to “Nepo-preneurs”… Because kids joining family businesses just surged 13%. Plus, the top way to reduce stress at work? Playing Tetris… $SJM $LMT $SPY Want mor…

1
110 Hokus Pick - Brothers From Different Mothers 1:21:35

12d ago1:21:35

1:21:35

https://web.archive.org/web/19980206194618/http://www.hokuspick.com/bio.html https://www.youtube.com/watch?v=p_z-9zlmuhE&ab_channel=RagamuffinArchive https://www.bezartshub.com/events-calendar/2024/9/27/hokus-pick?fbclid=IwY2xjawJWZllleHRuA2FlbQIxMQABHaOsUJORDm7EhfFvCTFrZp4T2FEQs1t7D86wEPgH-sDn2PutEQG25TXeEA_aem_VPMIVEQI47cx2S5okeC8Cw https://www.f…

1
📕 “Hedge Fund University” — Harvard’s $2B battle. Coachella’s Pay-Now-Party-Later. Netflix’s Dr. Evil plan. 22:58

12d ago22:58

22:58

Harvard is taking on the Trump admin for $2B… so we looked at the Economics of Endowments. 60% of Coachella ticket sales were payment plans… it’s not buy-now-pay-later, it’s pay-now-party-later. Netflix thinks it’s recession-proof… So its new internal goal? Hit $1 trillion Dollars. Plus, what’s the most forgetful day of the year?... Uber’s Lost & F…

1
🤔 “China’s Factory Revolt” — Trade war moves to TikTok. Moleskine’s Gen Z board. Zuck's FTC lawsuit. 21:44

13d ago21:44

21:44

Chinese factories are retaliating in the trade war… with TikTok videos exposing $5 Lulu pants. Moleskine’s journals are thriving despite the digital age… because they created a Gen Z Board. Will Instagram get split from Meta?... Zuckerberg testifies this week in FTC vs. Meta. Plus, the untold origin story of… The Super Soaker. $LULU $META $SPY Want…

1
The Hundred Year Pivot | A New Podcast Series by Demetri Kofinas and Grant Williams 39:37

14d ago39:37

39:37

Demetri Kofinas and Grant Williams have teamed up to launch “The One Hundred Year Pivot,” a new podcast series that explores the once-in-a-century economic, political, and geopolitical reordering currently underway. These transformational changes demand that we develop new maps and investment frameworks to help us navigate the challenges ahead. Ove…

1
👜 “Louis VuiTexas” — LVMH’s Made in America fail. Dubai Chocolate’s virality. iExports > iPhones. 21:12

14d ago21:12

21:12

Louis Vuitton opened its 1st Texas factory 6 years ago… but we’ll explain why it’s failing (#FooeyVuitton). Dubai Chocolate went viral 17 months ago… It shows why every biz needs a “Trend Team.” Trump’s trade war focus is the “trade deficit”... But America’s economy is Brains & Brands. Plus, tomorrow is tax day… But if you haven’t done yours yet, P…

1
Trump's Tariff Play: Genius Move or Reckless Mistake? 49:03

16d ago49:03

49:03

Summary Ian and Frank analyze recent market reactions to tariff announcements, the historical context of tariffs in America, and the strategic use of tariffs in economic policy, particularly under the Trump administration. They discuss the strategic motivations behind Trump's policies, particularly in relation to China and economic adjustments. The…

1
Call Me Unhinged and Toilet Talking 57:46

17d ago57:46

57:46

This week, Dai and David turn 19 in Poland, issue a trigger warning, add amendments to the constitution, end Citizens United, talk through the toilet, pick out their hard labor camp jobs, discuss the Hands Off Protest, tariffs, and democracy, and much much more! P.S. David has a very strong will to live. Support the show Sign Up for Our Substack Pa…

1
🍑 “Colonoscopy Stock Market” — BTS trade war drama. Versace’s Prada acquisition. A Colon econ lesson. 22:57

17d ago22:57

22:57

Yesterday we covered the trade war pause… today the behind-the-scenes Trump drama. Versace was just sold to its Italian cousin Prada at ½ price… because time kills all deals. Nick just got his 1st colonoscopy… so Jack found our fave economics lesson in the exam. Plus, Google is now paying AI engineers to do nothing… no joke. $CPRI $PRDSY $SPY Want …

1
💨 “Gone in 60 tariffs” — Trade War Pause. The Masters’ menu strategy. Harry’s mammoth IPO. 22:16

18d ago22:16

22:16

Trump paused most tariffs, except for 1: USA vs China… Who will win the isolation game? The Masters golf tourney begins today… but the real strategy is in the $1.50 sandwiches. Harry’s Razors filed to IPO as “Mammoth”... because Harry’s is really a startup studio. Plus, scammers moved from email, to text, to… job apps? 25% of interviewees will be f…

1
🐺 “Dire Wolf of Wall Street” — Colossal’s 1st de-extinction. ThredUp’s tariff win. Shopify’s mandatory AI. 22:23

19d ago22:23

22:23

Colossal brought the Dire Wolf back from extinction… by using a strategy from Hollywood. The #1 winner of the Trade War? ThredUp… The second-hand clothing stock has doubled this year. Shopify is requiring everyone at the company to use AI every day… AI is part of the dress code. Plus, introducing “Tasteful Tariffs” — Things that should be tariffed.…

1
🎢 “Buy the Dip?” — Or sell the dip? Artipope’s $3,800 baby carrier. Ford’s patriot discount. 22:57

20d ago22:57

22:57

Should you buy the stock dip?... The best way to decide is with our stock Time Machine. Artipope just unveiled a $4,000 baby carrier… because the best status symbol is “status subtle.” Ford launched employee pricing for all… because tariffs will hit garages over groceries. Plus, the untold origin story of the world’s biggest marshmallow company… Pe…

1
Are We About to Enter the First White-Collar Recession? | James van Geelen 54:30

21d ago54:30

54:30

In Episode 408 of Hidden Forces, Demetri Kofinas speaks with James van Geelen, the founder of Citrini Research, which specializes in illuminating and demystifying the transformative “megatrends” poised to shape societies, economies, and the market’s distribution of returns for years to come. James and Demetri spend the first hour of their conversat…

1
🌎 “Pan-cession” — Global recession risk. Chipotle’s tariff-free avocado. Clocking out at 4:39pm. 22:22

21d ago22:22

22:22

Stocks fell 10% Thurs/Fri, now this trade war could trigger a global recession… a “Pan-cession.” Chipotle went on a 7-year journey to find a tariff-free avo… but it doesn’t exist. 4 o’clock is the new 5 o’clock… You now leave work 42 minutes earlier, but with one big catch. Plus, the hottest new fashion product?... It’s the Nvidia CEO’s leather jac…

1
Photographer Gary Roche 28:37

23d ago28:37

28:37

In this episode of the Art Marketing Podcast, I had the pleasure of interviewing photographer Gary Roach, who has an impressive background in both nursing and photography. Gary has been living in Naples, Florida, for over 30 years and has developed a passion for wildlife photography, particularly in the vibrant ecosystems of Florida. Throughout the…

1
📱 iPhone: The Device Steve Jobs Didn’t Want To Build 7:09

23d ago7:09

7:09

Subscribe to The Best Idea Yet here: https://wondery.com/links/the-best-idea-yet/ Before 2007, mobile phones had tiny keyboards, crappy screens with internet so slow - you could finish a super burrito while waiting for your MySpace profile to load. Then Apple wowed the world with the iPhone: a digital Swiss Army knife that replaced cameras, maps, m…

1
Call Me A Filibuster? 45:02

24d ago45:02

45:02

In this bonus episode, Dai and David do the Electric Slide outside of a Tesla Dealership, toast our muffins (and bluff with them too), give lip service, do a Midwestern Goodbye, reform the Democrats (through a third party?), discuss Cory Booker's 25-hour speech to the Senate, and much much more. Support the show Sign Up for Our Substack Patreon & V…

1
Call Me Disney...But Make It Marxist! 39:47

24d ago39:47

39:47

This week, Dai and David raid the Disney vault -- and no, not for the classics. We're starting with the golden age of Disney Channel Original Movies where the outfits were chaotic, the acting was camp, and the life lessons were just capitalist bootstraps dipped in glitter. From Smart House to Cheetah Girls, we ask: were we watching teen rebellion..…

1
⚔️ “Wakanda got Tariff’d” — Trade War’s nuclear fallout. White Lotus’ drip strategy. Coach’s dwell time. 22:29

24d ago22:29

22:29

White Lotus’ szn finale is Sunday… and HBO’s drip strategy is beating Netflix’s drop. The best way to understand Trump’s trade war nuclear bomb?... The $324 iPhone tariff. Coach’s handbag stores are adding ice cream bars?... Because “dwell time” leads to “sell time.” Plus, Buffalo Wild Wings invented March Madness smart-glasses that beat Apple’s Vi…

1
What is a Mastermind and why should you join one? 34:51

25d ago34:51

34:51

Summary In this conversation, Ian Mathews and Frank Cava discuss the concept of masterminds, focusing on Frank's journey in creating his own mastermind group. They explore the importance of high-level conversations, the criteria for membership, and the strategies for marketing and customer acquisition. Frank shares insights on building a community …

1
💸 “$3,600 per Fam” — Tariff Day’s price tag. Tinder’s AI flirt-bot. Nintendo’s Mario Kart Metaverse. 22:56

25d ago22:56

22:56

It was T-Day: Tariffs, Tesla, & Trump… We got an update on all of ‘em (and why it’ll cost you $3,600/year). Tinder launched a Flirt-bot… Because AI’s most powerful use is training pickup lines (seriously). Nintendo’s Switch 2 is its biggest launch in 8 years… and Mario Kart is getting social. Plus, we found a Skier’s Arbitrage: It’s cheaper to fly …

1
109 Freeto Boat - Hindsight 20/20 1:41:38

25d ago1:41:38

1:41:38

https://ehrmanblog.org/did-christians-invent-charity/ https://freetoboat.bandcamp.com/ https://web.archive.org/web/20001012122144/http://www.freetoboat.com/ https://www.youtube.com/watch?v=Z-Nw8cPqEoE https://www.discogs.com/artist/3445734-Freeto-Boat https://unleaded.tripod.com/freeto.html https://www.indievisionmusic.com/news/freeto-boat-are-back…

1
👙 “Final Hoot” — Hooters’ Re-hooterization. Facebook’s OG makeover. Canada’s WWII housing solution. 22:54

26d ago22:54

22:54

The Hooters founders are buying it outta bankruptcy… but did you know Hooters once had an Airline? Facebook is going back to the OG version… Because the Social Network became a Stranger Network. Canada’s using a WWII playbook to fix their housing crisis… and it’s inspired by Long Island and Everything Bagels. $AAPL $META $EAT Want more business sto…

1
⚾ “Torpedo Bat” — NY Yankees’ innovation. Q2’s Stagflation risk. Drone Delivery’s burrito vs blood. 23:00

27d ago23:00

23:00

The New York Yankees set a home run record… Thanks to a new data-optimized torpedo bat. The #1 term you gotta know for Q2? “Stagflation”… when unemployment and inflation both rise. One drone delivery startup is beating Amazon in the sky… but should serve houses or hospitals? Plus, Kim Kardashian’s Skims is launching a Wall Street Shapeware line… $S…

1
Why Fiscal Policy Is What Really Matters For Investors | Kevin Muir 57:32

28d ago57:32

57:32

In Episode 407 of Hidden Forces, Demetri Kofinas speaks with the Macro Tourist’s Kevin Muir about the power of fiscal spending and why fiscal austerity and trade tariffs will lead to lower asset prices, U.S. equity market underperformance, and a falling U.S. dollar. Kevin and Demetri spend the first hour of this podcast discussing the importance of…

1
🙂 “South Park me” — ChatGPT’s animation studio. CoreWeave’s Snow White IPO. SoulCycle’ Fashion Stores 21:22

28d ago21:22

21:22

ChatGPT’s servers “melted” because of its new feature… Steal from every movie studio. SoulCycle is launching 1st chain of fashion stores… It’s SoulCycle vs Lululemon. CoreWeave is the biggest tech IPO in 4 yrs, but it flopped… Because of our 3 Rules for IPOs. Plus, we’re heading to Chicago for an Awards Show… “Best Business Podcast”) $CRWV $LULU $M…

1
Call Me Benito 49:49

1M ago49:49

49:49

This week, Dai and David go whole hog for Bad Bunny, play improv games, free the nip and the tip, audition for reality television, go through a white phase, play with their Disney Channel wands, search for Prince Charming, classify someone else as an expert, shift into a manual transmission, star in your liquid dreams, give you a pre-summer deodora…

Podcasts Worth a Listen

Recess Theory Podcasts

Podcasts Worth a Listen