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Podcast ReStart

Podcast ReStart

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Welcome to "Podcast Re-Start as we delve into the powerful concept of restarting and how it can breathe new life into your personal and professional journey. Life is full of unexpected twists, setbacks, and moments when we feel stuck, but restarting offers us the opportunity to embrace change, reclaim our passion, and reignite our drive towards success.
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Hidden Forces

Demetri Kofinas

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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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The Hutchmoot Podcast

The Rabbit Room Podcast Network

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We call Hutchmoot a “conference for everyone,” so it follows that this is a “podcast for everyone.” This series features sessions recorded at the Rabbit Room’s annual conference which celebrates art, music, story, and faith in all their many intersections.
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In Episode 441 of Hidden Forces, Demetri Kofinas speaks with Adam Posen, president of the Peterson Institute for International Economics, about the profound transformations underway in the global economy driven by America’s transition away from being the world’s primary insurance provider for international security to its most enterprising racketee…
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In Episode 440 of Hidden Forces, Demetri Kofinas speaks with Paul Kingsnorth, a novelist, essayist, and former environmental activist who first came on many people’s radars during the Covid-19 pandemic with the publication of his viral three-part series “The Vaccine Moment.” His current work explores the intersection of technology, culture, and the…
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In Episode 439 of Hidden Forces, Demetri Kofinas speaks with Douglas Rushkoff, a pioneering media theorist, best-selling author, and leading voice on how digital technologies shape societies, economies, and cultures. Rushkoff and Kofinas spend the first hour of their conversation tracing the arc of Douglas’ career, from his upbringing in a communal…
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In Episode 438 of Hidden Forces, Demetri Kofinas speaks with Charles Calomiris, former Chief Economist at the Office of the Comptroller of the Currency, about his forthcoming paper “How Stablecoins Will Transform Banking,” which is based on a presentation he delivered at the Hoover Institution’s annual monetary policy conference this past May. Deme…
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A Universe Away and Burning—The Life and Art of Thomas Kinkade Russ Ramsey Thomas Kinkade (1958-2012) wanted to present a more perfect world, and who doesn’t want that? But what if the brilliant light in his windows shone as it did because the house was, in fact, on fire. Wouldn’t we want the maker of that world to tell us that before we opened the…
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In Episode 437 of Hidden Forces, Demetri Kofinas speaks with Marvin Barth, founder of Thematic Markets and former Chief Economist for International Affairs at the U.S. Treasury, who previously served at the Federal Reserve and the Bank for International Settlements and has led global macro and FX strategy on both the sell side and the buy side. Mar…
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In Episode 436 of Hidden Forces, Demetri Kofinas speaks with economist, policy adviser, and investor Sony Kapoor about why developed world demographics, debt, and political sclerosis will crush forward returns for investors who fail to rebalance their portfolios for the new investment paradigm. Kapoor and Kofinas spend the first hour of their conve…
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Creating out of the Dark: Artists and Mental Health (Joe Sutphin, Bailey McGee, Gina Sutphin, Jamin Still, Kyra Hinton) Some artists thrive in the midst of trouble, creating powerful, emotionally-driven works. But to others, the darkness stifles creativity, leaving them in a state of artistic limbo. In this session, five artists will talk together …
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Episode 435 is the eighth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with leading realist scholar Jonathan Kirshner about how eroding cultural norms, weakened political guardrails, deepening polarization, and the collapse of shared narratives and belief structures are leading to a break-down in…
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In Episode 434 of Hidden Forces, Demetri Kofinas speaks with Bruno Maçães, a geopolitical strategist and the former Minister of European Affairs for Portugal, whose latest book titled "World Builders" explores the intersection of technology and geopolitics. In the first hour, Bruno puts forward a radical new theory of geopolitics and technology tha…
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In Episode 433 of Hidden Forces, Demetri Kofinas speaks with Sam Freedman, a former senior policy advisor in the UK's Department for Education, political analyst, and the author of "Failed State," a timely exploration of the deep-rooted dysfunction within British governance and how to fix it. In their conversation, Sam Freedman examines the origins…
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In Episode 432 of Hidden Forces, Demetri Kofinas speaks with Vincent Deluard, Director of Global Macro Strategy at StoneX Group, where he advises large institutional investors on asset allocation, economic forecasting, and quantitative modeling informed by historical patterns and structural economic analysis. Vincent Deluard and Demetri spend the f…
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Episode 431 is the seventh episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with Edward Chancellor, a financial historian, award-winning journalist, and the author of “Devil Take the Hindmost: A History of Financial Speculation." Eddie, Grant, and Demetri discuss how excessively interventionist monet…
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In Episode 430 of Hidden Forces, Demetri Kofinas speaks with Vance Spencer and Michael Anderson. Mike and Vance are the founders of Framework Ventures, one of the largest venture capital firms in crypto and one of the earliest and biggest investors in Decentralized Finance (DeFi). Kofinas, Spencer, and Anderson spend the first hour surveying the cu…
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In Episode 429 of Hidden Forces, Demetri Kofinas speaks with Weston Nakamura, a Tokyo-based financial analyst and the creator of “Across the Spread,” a market analysis and information service that identifies key market developments from the Asia-Pacific trading session, exploring their impact on equities, bonds, currencies, and commodities across g…
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The Rabbit Room presents this session from Hutchmoot 2023: Do Christians Need an AI Theology? (by John Hendrix, Joe Sutphin, Don Clark, Trillia Newbell, Jared Boggess) Is Artificial Intelligence a new tool that makes artistic creation more accessible or is it cancer that threatens the very soul of humanity? Perhaps it is somewhere in between, no ma…
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In Episode 428 of Hidden Forces, Demetri Kofinas speaks with Joseph Wang, Chief Investment Officer at Monetary Macro and the founder of Fed Guy, an educational media platform that provides financial market analysis to investors and policymakers informed by a deep understanding of monetary mechanics and public policy. Joseph and Demetri spend the fi…
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In Episode 427 of Hidden Forces, Demetri Kofinas speaks with Le Shrub, the author of the Shrubstack Substack who in his previous life was part of a famous team known for putting on “The Big Short” during the 2008 Great Financial Crisis. This recording is the result of a phone call Demetri made to Le Shrub to catch up on markets and life after retur…
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The Rabbit Room presents this session from Hutchmoot 2024: The Practice of Devotion: How Devotional Songs and Poetry Enrich Our Spiritual Lives (Jon Guerra) The quality of corporate worship transcends music, instruments, and lyrics. It is a spiritual dimension measured only by God, linked to our personal intimacy with Him. Devotional songs and poet…
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In Episode 426 of Hidden Forces, Demetri Kofinas speaks with Stephen Walt, Professor of International Affairs at Harvard University's John F. Kennedy School of Government, about American grand strategy, the Trump Doctrine of Coercive Primacy, and the implications of Washington’s new Gunboat Diplomacy in the Middle East. Stephen is a prominent membe…
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In Episode 425 of Hidden Forces, Demetri Kofinas speaks with geopolitical and intelligence analyst Dmitri Alperovitch about the new security dynamics and economic opportunities that arise from America’s and Israel’s attacks on Iran, the risks of strategic overreach, and whether U.S. actions do more to compel or deter a Chinese invasion of Taiwan. I…
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The Rabbit Room presents this session from Hutchmoot 2024: Feasting on Friendship: The Table as Art and Sacrament (by Jennifer Trafton & Lanier Ivester) A discussion of sacramental living, particularly as it pertains to the table: its significance as a place where relationships are nourished as well as bodies, and as a lesser, daily sacrament that …
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In Episode 424 of Hidden Forces, Demetri Kofinas speaks with Kamran Bokhari, Senior Director at the New Lines Institute for Strategy & Policy, who has served in the U.S. State Department and as a Senior Consultant with the World Bank. Bokhari first appeared on the podcast shortly after the October 7th attacks to discuss the violence ignited by Hama…
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In Episode 423 of Hidden Forces, Demetri Kofinas speaks with Joseph Torigian, an expert on the politics of authoritarian regimes and the Chinese Communist Party, with a particular focus on elite power struggles, civil-military relations, and grand strategy. Torigian is also the author of a widely discussed new book titled “The Party’s Interests Com…
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Episode 422 is the sixth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with Lawrence Fossi, about the recent fallout between President Donald Trump and his biggest political booster, Elon Musk. This is a critical and sober exploration of the political and budgetary challenges facing the country. I…
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Hayao Miyazaki is a living legend of the animation world. Named the “Walt Disney of Japan,” he’s made over a dozen films, many of which are considered masterpieces. But what did he sacrifice in pursuit of cinematic perfection? His most recent Oscar-winning film, The Boy and the Heron, in addition to showcasing the hallmarks of a Miyazaki movie, mig…
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In Episode 421 of Hidden Forces, Demetri Kofinas speaks with Ian Fletcher, one of America’s foremost experts on industrial policy, about the problems with free trade and how to revitalize the U.S. economy. Ian and Demetri spend the first hour of the episode laying the foundation for the argument Fletcher and his co-author, Marc Fasteau, present in …
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In this session from Hutchmoot 2022, Andy Patton asks, "What Is a Christian Game?" From smartphone apps to Amazon’s algorithms, games and game dynamics are playing an increasingly significant role in modern life. But what is a “Christian” game? To begin to answer that question, we have to ask a more primary question: What does it mean to be human a…
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In Episode 420 of Hidden Forces, Demetri Kofinas speaks with Kyle Chan—an expert on the Chinese economy and China’s industrial policy—about why he believes China is poised to dominate high-end technology and manufacturing, and why factories worldwide will reorganize their supply chains with China at the center, as the world’s preeminent technologic…
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Episode 419 is the fifth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with fmr. Chief Economist for the Office of the Comptroller of the Currency, Dr. Charles Calomiris about America’s economic emergency and what our response to it should be once conditions push the country into a full-blown poli…
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What if you were primarily know for for the most shameful thing about you? Most people, if they know anything about Van Gogh, know that he cut off his ear. What brought this visionary painter to such a place of despair and shame? And once we know the actual story of why he wounded himself in this way, what obligation do we have to steward his painf…
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In Episode 418 of Hidden Forces, Demetri Kofinas sits down with award-winning journalist Karen Hao to discuss Empire of AI — her inside account of how OpenAI evolved from an idealistic, safety-first nonprofit into one of the world’s most valuable private companies in its race to conquer the future. This conversation takes you inside that transforma…
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Episode 417 is the fourth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with some of the smartest and most plugged-in people they know to help them navigate the once-in-a-century economic, political, and geopolitical reordering that is currently underway. In this episode Kofinas and Williams speak…
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In Episode 416 of Hidden Forces, Demetri Kofinas speaks with Financial Times correspondent Patrick McGee about the integral role Apple played in helping to build China’s advanced manufacturing ecosystem—and the geopolitical interdependencies and national security risks now baked into that relationship. McGee’s book “Apple in China” tells two storie…
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Episode 415 is the third episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with some of the smartest and most plugged-in people they know to help them navigate the once-in-a-century economic, political, and geopolitical reordering that is currently underway. In this episode Kofinas and Williams speak …
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In Episode 414 of Hidden Forces, Demetri Kofinas speaks with Mark Spindel about monetizing government policies and how an improved understanding of their effect on markets can enhance the value and performance of your portfolio. Demetri and Mark spend the episode's first hour evaluating Trump’s first 100 days in office, assessing his policy objecti…
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Episode 413 is the second episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with some of the smartest and most plugged-in people they know to help them navigate the once-in-a-century economic, political, and geopolitical reordering that is currently underway. In this episode Kofinas and Williams speak…
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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…
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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…
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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…
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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…
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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…
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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…
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In Episode 406 of Hidden Forces, Demetri Kofinas speaks with renowned geopolitical analyst and forecaster George Friedman about the pivotal institutional and socioeconomic cycles that shape historical events—and how their convergence is driving the economic and political crises of the 2020s. George and Demetri examine critical turning points in Ame…
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In Episode 405 of Hidden Forces, Demetri Kofinas speaks with Rush Doshi, former Deputy Senior Director for China and Taiwan on the National Security Council about the state of the U.S.-China competition, the Trump administration’s China policy, and how the United States can compete successfully with China without risking imperial overreach or bankr…
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In Episode 404 of Hidden Forces, Demetri Kofinas speaks with religious writer Rod Dreher about the crisis of modernity and how to open our eyes to the reality that life and the world are far more mysterious, exciting, and adventurous than we have been led to believe. Dreher and Kofinas spend the first hour of their conversation engaging on fundamen…
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In Episode 403 of Hidden Forces, Demetri Kofinas speaks with Russia and U.S. national security experts Andrea Kendall-Taylor and Michael Kofman about the Ukraine peace talks between the United States and Russia, and whether they are part of a larger vision by the Trump administration to reset American grand strategy and the global order. Across the…
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In Episode 402 of Hidden Forces, Demetri Kofinas speaks with Mark Holowesko, the founding Partner and Chief Executive Officer of Holowesko Partners—a Bahamian-based, value-oriented investment firm that allocates capital across a wide range of industries, geographies, and market capitalizations. This episode is part of a series in which Demetri inte…
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