In Episode 344 of Hidden Forces, Demetri Kofinas speaks with oil analyst and researcher Rory Johnston about what’s driving the fall in oil prices and how likely it is to continue. Rory shares his thoughts on investor positioning, growth in US oil production, recent M&A activity in the oil sector, OPEC production cuts, geopolitical risk in Guyana, as well as in the Strait of Hormuz, and much more.
Today’s episode was originally recorded as a live Q&A for members of the Hidden Forces Genius Community. If you’re interested in learning more about the Genius community, our private dinners, in-person events, and how to become a member, you can do that at HiddenForces.io/Subscribe, where you can also subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports.
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Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
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Episode Recorded on 12/13/2023
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The Information War & Things Worth Fighting For | Demetri Kofinas
Preparing the U.S. & Europe for Russian Cyber Attacks | Chris Painter
Risks of Nuclear War & the Escalation Ladder | Jon Wolfsthal
The Battle for Ukraine & Prospects for World War III | Peter Zeihan
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A History of Venture Capital & How to Make the Future | Sebastian Mallaby
Economic Warfare & the Weaponization of the Dollar | Julia Friedlander
Russia-Ukraine War & Risks of NATO-Russia Escalation | Dmitri Alperovitch
Nillion NMC: A Secure Processing Layer for Web3 | Miguel de Vega
Update on Ukraine & US-Russia Escalation
The PayPal Mafia & the Founders Who Shaped Silicon Valley | Jimmy Soni
Monetary Tightening & the End of the Risk-on Trade | Mohamed El-Erian
The Metaverse, Virtual Worlds, and the Problems of Philosophy | David Chalmers
Robinhood, Reddit, & the Revolt of the Retail Investor | Spencer Jakab
Why Did the Future Arrive First in Russia? | Peter Pomerantsev
The Kazakhstan Protests & Russia's Standoff With the West | Joanna Lillis
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