The Return of Economic Populism and the End of Two Percent | Vincent Deluard

The Return of Economic Populism and the End o...

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How to Hedge the AI Boom and the Unrest in France | Robert Armstrong

In Episode 506 of Hidden Forces, Demetri Kofinas speaks with Robert Armstrong, US financial commentator at the Financial Times and author of the Unhedged newsletter, about the scale and structure of the AI investment boom, the growing political and social backlash against the tec ...  Show more

The Most Dangerous Investment Cycle In History | Paul Kedrosky

In Episode 505 of Hidden Forces, Demetri Kofinas speaks with venture capitalist, former Wall Street equity research analyst, and independent market and technology researcher Paul Kedrosky about why the AI investment boom is unlike any previous Capex cycle, how loose credit, data ...  Show more

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