loader from loading.io

Narrative Collapse & the Search for New Theories | Pippa Malmgren

Hidden Forces

Release Date: 05/15/2025

In The Future China Will Be Dominant & the US Irrelevant | Kyle Chan show art In The Future China Will Be Dominant & the US Irrelevant | Kyle Chan

Hidden Forces

In 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 technological and economic superpower. Kyle and Demetri spend the first hour dissecting China’s industrial policy and dispelling misconceptions about the historical foundations of economic prosperity. Their discussion highlights the reciprocal interactions among...

info_outline
The Path Through Financial Repression | Charles Calomiris show art The Path Through Financial Repression | Charles Calomiris

Hidden Forces

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 political crisis at some point over the next few years. In this incredibly timely conversation, Charles Calomiris explains what the recent moves in gold, bitcoin, and long-term bond yields suggest about where we are on the path toward financial repression as we...

info_outline
Empire of AI: Inside OpenAI’s Race to Conquer the Future | Karen Hao show art Empire of AI: Inside OpenAI’s Race to Conquer the Future | Karen Hao

Hidden Forces

In 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 transformation—from the heady idealism of OpenAI’s founding, through the billion-dollar Microsoft deal and the 2023 boardroom coup, to the unresolved questions that hang over Silicon Valley and Washington alike about the private concentration of power in the age...

info_outline
Narrative Collapse & the Search for New Theories | Pippa Malmgren show art Narrative Collapse & the Search for New Theories | Pippa Malmgren

Hidden Forces

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 with political-economist Pippa Malmgren about the wide-range of socio-political, economic, and technological challenges facing societies today. They discuss: The narrative collapse stemming from a loss of faith and trust in political leaders and institutions...

info_outline
Dangerous Dependency: Apple & the Rise of China | Patrick McGee show art Dangerous Dependency: Apple & the Rise of China | Patrick McGee

Hidden Forces

In 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 stories. First, it chronicles Apple’s ascent from being nearly bankrupt in the mid‑1990s to becoming the world’s most valuable company within just 15 years. Second, it traces China’s historic transformation from an underdeveloped economy with...

info_outline
Wealth Preservation During a Fourth Turning | Russell Napier show art Wealth Preservation During a Fourth Turning | Russell Napier

Hidden Forces

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 with economic historian, author of “The Solid Ground Newsletter” and Keeper of the Library of Mistakes, Russell Napier about the end of the economic, monetary, and global trading & security order that has been the largest single driver of global growth...

info_outline
How To Monetize Government Policy | Mark Spindel show art How To Monetize Government Policy | Mark Spindel

Hidden Forces

In 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 objectives and his effectiveness (or ineffectiveness) in turning those policies into tangible economic and political victories for his administration. They discuss: Tariff-induced supply chain disruptions Price inflation Higher interest rates Lower asset...

info_outline
Trump’s First 100 Days and What Comes After | Neil Howe show art Trump’s First 100 Days and What Comes After | Neil Howe

Hidden Forces

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 with historian and author of “The Fourth Turning” Neil Howe about his and his co-author William Strauss’ seminal generational theory framework. They assess how well it has tracked Trump’s first 100 days in office, how well it explains the upheavals we...

info_outline
Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein show art Will the U.S. Dollar Survive the Breakdown of the International System? | Paul Blustein

Hidden Forces

In 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 Blustein trace how the U.S. dollar became the de facto currency for global trade, savings, and investment and what recent policy shifts in Washington—and how they have been perceived abroad—may mean for the future value and status of the Greenback. The...

info_outline
The Economic Fallout from Trump’s China Tariffs | Shehzad Qazi show art The Economic Fallout from Trump’s China Tariffs | Shehzad Qazi

Hidden Forces

In 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 likely to be impacted, as well as those best positioned to weather the storm The respective performance of each country’s currency and stock market Explanations for the punctuated sell-off in U.S. Treasuries China’s action plan to revitalize...

info_outline
 
More Episodes

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 with political-economist Pippa Malmgren about the wide-range of socio-political, economic, and technological challenges facing societies today. They discuss:

  1. The narrative collapse stemming from a loss of faith and trust in political leaders and institutions

  2. The informational overwhelm and confusion that accompanies technological modernity

  3. The lack of credible voices and decline of journalistic ethics in media

  4. The increase in conspiratorial thinking and popularization of alternative theories of reality, some of which have improved our understanding of the world, while others have left us more confused and less well equipped to find common ground in pursuit of the public interest.

Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe.

If you’d like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe.

If you enjoyed today’s episode of Hidden Forces, please support the show by:

Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou

Subscribe and support the podcast at https://hiddenforces.io.
Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
Follow Demetri on Twitter at @Kofinas

Episode Recorded on 05/08/2025