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Hidden Forces
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Demetri Kofinas interviews on macro and geopolitics.

In the last 30 days, Hidden Forces produced 80 attributed ideas.

9
Ideas · 7d
80
Ideas · 30d
541
Ideas · all time
53
Episodes
Latest attributed ideas · most recent first
19 OCTTODAYAre We Verging on Another Escalation in the Middle East?
Iran's Strait of Hormuz leverage pressures global economy
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19 OCTTODAYAre We Verging on Another Escalation in the Middle East?
U.S.-Iran war stalemate with high escalation risk
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19 OCTTODAYAre We Verging on Another Escalation in the Middle East?
Asymmetric warfare erodes U.S. regional military footprint
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19 OCTTODAYAre We Verging on Another Escalation in the Middle East?
Iran aims to make conflict too costly to repeat
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19 OCTTODAYAre We Verging on Another Escalation in the Middle East?
U.S. missile interceptor stocks severely depleted
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19 OCTTODAYAre We Verging on Another Escalation in the Middle East?
Iran's economy in horrendous shape from war
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19 OCTTODAYAre We Verging on Another Escalation in the Middle East?
Houthi attacks complicate U.S. Gulf alliance
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19 OCTTODAYAre We Verging on Another Escalation in the Middle East?
U.S.-Israel coordination breaking down post-ceasefire
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19 OCTTODAYAre We Verging on Another Escalation in the Middle East?
Iran's political system more efficient post-war
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12 OCT1W AGOIs It Time to Start Buying Bonds?
Bonds now attractive after six-year bearish stance
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12 OCT1W AGOIs It Time to Start Buying Bonds?
AI concentration mirrors 19th century railroad boom
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12 OCT1W AGOIs It Time to Start Buying Bonds?
K-shaped economy driven by asset wealth
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12 OCT1W AGOIs It Time to Start Buying Bonds?
Bond yields are normal, not punishingly high
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12 OCT1W AGOIs It Time to Start Buying Bonds?
AI's labor impact targets mid-career, high-cost workers
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12 OCT1W AGOIs It Time to Start Buying Bonds?
Interest rates driven by nominal GDP, not just deficits
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12 OCT1W AGOIs It Time to Start Buying Bonds?
AI agents as the future customers for media
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12 OCT1W AGOIs It Time to Start Buying Bonds?
Too-low interest rates create malinvestment
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12 OCT1W AGOIs It Time to Start Buying Bonds?
AI economic impact remains in very early days
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12 OCT1W AGOIs It Time to Start Buying Bonds?
Passive investing as structural market support
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12 OCT1W AGOIs It Time to Start Buying Bonds?
Tight labor market due to demographic constraints
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12 OCT1W AGOIs It Time to Start Buying Bonds?
Understanding as the alpha in a commoditized knowledge economy
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12 OCT1W AGOIs It Time to Start Buying Bonds?
AI CapEx boom could lead to Japan-style debt overhang
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12 OCT1W AGOIs It Time to Start Buying Bonds?
Fiscal pressures may lead to financial repression
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5 OCT2W AGOHow Melting Ice Is Redrawing the Global Order
Arctic as new great-power conflict theater
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5 OCT2W AGOHow Melting Ice Is Redrawing the Global Order
Pendulum swing from globalization to regional spheres
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5 OCT2W AGOHow Melting Ice Is Redrawing the Global Order
Icebreaker demand surges as Arctic opens
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5 OCT2W AGOHow Melting Ice Is Redrawing the Global Order
China's maritime chokehold via commercial shipping
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5 OCT2W AGOHow Melting Ice Is Redrawing the Global Order
Arctic trade routes open for three months by 2035
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5 OCT2W AGOHow Melting Ice Is Redrawing the Global Order
US shipbuilding decline as a national security risk
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5 OCT2W AGOHow Melting Ice Is Redrawing the Global Order
China's two-decade maritime choke-point strategy
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