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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 78 attributed ideas.

32
Ideas · 7d
78
Ideas · 30d
569
Ideas · all time
55
Episodes

Theses first heard here · 1

AI Capex masks weak underlying economyFIRST HEARD 26 OCT
Latest attributed ideas · most recent first
26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
AI capex cycle uniquely dangerous
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
AI as a substitutive general-purpose technology
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
Frontier AI models face extreme margin pressure
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
Race dynamic locks in overspending
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
Complexity discount framework for AI beneficiaries
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
AI Capex masks weak underlying economy
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
AI capex spending implies massive revenue need
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
US headed for Japan-style balance sheet recession
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
Model improvement is becoming asymptotic
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
Unprecedented customer concentration at Anthropic
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
AI commoditizes basic financial analysis
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
Edge lies in detecting distribution tails, not the center
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26 OCTYESTERDAYThe Most Dangerous Investment Cycle In History
AI Capex competes with sovereign debt
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Inequality no greater among young generations
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Social media as primary driver of youth pessimism
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Social media distorts attainable benchmarks
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Gen Z wealth ahead via equity exposure
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Homeownership delayed, not denied
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Financial nihilism driven by social media and community loss
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
K-shaped economy narrative lacks data support
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Doom-and-gloom tilt in financial media
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Inflation perception gap versus wage reality
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Real wage gains driving strong consumption
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Gen Z net worth surge from pandemic stimulus
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Renting can be better than buying for wealth
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Equities as the long-run wealth vehicle
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Youth pessimism tied to election cycles
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Social media skews success perceptions
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Data versus lived experience both true
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22 OCT5D AGOWhy Younger Generations Are Convinced They Are Falling Behind
Crypto as a wealth disparity amplifier
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION