Navigating a World Trapped Between Scarcity & Abundance | Mike Green

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 5 September 2022

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In Episode 269 of Hidden Forces, Demetri Kofinas speaks with portfolio manager & chief strategist at Simplify Asset Management, Mike Green. Mike is a deep thinker and so much of what he has to say is value-additive. It illuminates some aspect of the market or some socio-political phenomenon or dynamic that has profound explanatory power. Today’s conversation was no exception.

The two spent the first hour discussing a number of topics that Demetri has explored on his podcast before, including topics related to corporate vs. state power, the role of government in the economy, the lack of leadership in government, and the types of reforms needed to resolve some of the structural challenges that our political economy faces. The second hour, which is available to premium subscribers only, drills deeper into the conversation about corporate power, as well as the roles and responsibilities of media personalities and organizations in serving the public interest. Demetri and Mike also discuss inflation, its drivers, as well as how to maintain optionality while at the same time protecting oneself from sovereign credit risk, something that is top of mind for those of you concerned about the long-term status of the US Dollar and all fiat currencies. This is especially true if you believe that we have transitioned into a new inflationary regime with structurally higher consumer prices and costs of capital.

You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 08/30/2022

Transcript

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0:00.0	What's up everybody? My name is Demetra Caffeines and you're listening to Hidden Forces,
0:06.0	a podcast that inspires investors, entrepreneurs, and everyday citizens to challenge consensus narratives
0:14.0	and to learn how to think critically, but the systems of power shaping our world.
0:19.0	My guest in this episode is Portfolio Manager and Chief Strategist at Simplify Asset Management, Mike Green.
0:26.0	Mike and I have known each other for many years now and in all of that time I don't think I've ever had a conversation with Mike
0:33.0	that didn't move the needle for me in one way or another. This is a special skill that Mike has.
0:39.0	He's a deep thinker and so much of what he has to say is value additive. It illuminates some aspect of the market
0:46.0	or some social or political phenomenon or dynamic that has profound explanatory power
0:52.0	and this conversation was no exception to that. We spent the first hour discussing a number of topics that I've explored on this podcast before
1:00.0	related to corporate versus state power, the role of government in the economy, the lack of leadership in government,
1:07.0	and what kinds of reforms are needed in order to resolve some of the structural challenges that are political economy faces.
1:13.0	The second hour, which is available to premium subscribers only, drills into our conversation around corporate power
1:20.0	in much more depth, as well as the role and responsibility of media personalities and organizations in serving the public interest.
1:29.0	We also discussed inflation, its drivers, as well as how to maintain optionality, something that is very important to me
1:36.0	from both a financial and non-financial perspective, while at the same time protecting oneself from sovereign credit risk.
1:43.0	Again, something that deeply concerns me and which I know is top of mind for those of you concerned about the long term status of the US dollar
1:52.0	and all fiat currencies, especially if you believe that we have transitioned into a new inflationary regime with structurally higher consumer prices and costs of capital.
2:02.0	For anyone new to the program, hidden forces is listener supported. I don't rely on advertisers or commercial sponsors.
2:09.0	So if you want access to the second hour of today's conversation, as well as the transcripts and intelligence reports,
2:15.0	which include my takeaways from every episode, as well as my thoughts on what comes next, head over to hiddenforces.io,
2:23.0	so look the episode that you're interested in and click on the premium extras, where you can then sign up to one of our premium content tiers.
2:31.0	And with that, please enjoy this intellectually expansive and deeply satisfying conversation with my friend, Mike Green.
	...

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