In Episode 340 of Hidden Forces, Demetri Kofinas speaks with Zach Abraham, the Principal and Chief Investment Officer of Bulwark Capital Management and the host of the Know Your Risk Radio Program.
Zach and Demetri spend the first hour of their conversation discussing Zach’s approach to investing, where he thinks we are in the economic cycle, and why he believes we continue to see a disconnect between underlying economic fundamentals and asset prices.
In the second hour, Demetri and Zach reflect on the economic, political, and cultural changes that they’ve experienced in their lives, how these changes reflect (and are reflected in) some of the policy choices that have led us to this point in developed countries, how these changes affect Zach’s economic outlook, and how they inform his philosophy as an investor, a parent, and a citizen.
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Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
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Episode Recorded on 11/22/2023
A Recession, More Inflation, or Both? | Eric Basmajian
Global Macro in an Age of Great Power Conflict | Demetri Kofinas
American Defense in an Age of Great Power Conflict | Elbridge Colby
What’s Driving the Price of Oil? A Supply-Side Story | Rory Johnston
Turkish-Greek Relations & Battle Over the Eastern Mediterranean | Ryan Gingeras
Rise of Shadow Banking & Risks of a Financial Crisis | Lev Menand
Energy Geopolitics & the Remaking of the Modern World | Helen Thompson
Value Investing & How to Have “Soul in the Game" | Vitaliy Katsenelson
The Power of Crisis & How to Fight a Geopolitical Recession | Ian Bremmer
How to Trade Market Sentiment & Why Inflation Is Coming Down | Jared Dillian
The Path Towards Self-Actualization & How to Overcome Your Fears | Demetri Kofinas
The Revenge of Risk Rates & the Return of Dividend Investing | Daniel Peris
How to Trade the Great Rotation From Big Tech to Commodities | Tony Greer
Revenge of the Dollar & the Meltdown in Global Markets | Brent Johnson
The Collapse of LUNA & UST and the Vulnerability in Crypto | Nathaniel Whittemore
The New Era of Great Power Competition | John Mearsheimer & Stephen Walt
Revenge of the Old Economy & How to Invest in the Commodity Supercycle | Jeff Currie
The End of the Beginning for Crypto | Michael Anderson & Vance Spencer of Framework Ventures
How to Position & Prepare Yourself for the End Game | Grant Williams
Global Food Shortages & the Need for Energy Security | Doomberg
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