Reflections on Life, Markets, & Investing | Zach Abraham

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 27 November 2023

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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.

You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe.

If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email [email protected], and Demetri or someone from our team will get back to you.

If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:

Write us a review on Apple Podcasts & Spotify

Subscribe to our mailing list at https://hiddenforces.io/newsletter/

Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

Subscribe and Support the Podcast at https://hiddenforces.io

Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

Follow Demetri on Twitter at @Kofinas

Episode Recorded on 11/22/2023

Transcript

Click on a timestamp to play from that location

0:00.0	What's up everybody? My name is the Mitra Kofinas and you're listening to Hidden Forces, a
0:06.1	podcast that inspires investors, entrepreneurs and everyday citizens to challenge
0:12.3	consensus narratives and to learn how to think
0:14.8	critically about the systems of power shaping our world. My guest in this
0:19.6	episode of Hidden Forces is Zach Abraham, the principal and chief investment officer of
0:23.3	Hidden Forces is Zach Abraham, the principal and chief investment officer of Bulwark capital
0:26.2	management and the host of the No Your Risk radio program that broadcasts across
0:31.3	most of the West Coast and which is available on any major
0:34.7	podcast platform.
0:36.5	Zach and I spend the first hour of our conversation discussing his approach to investing,
0:40.9	where he thinks we are in the economic cycle, and why he believes that we continue
0:45.1	to see a disconnect between underlying economic fundamentals and asset prices.
0:50.8	In the second hour, Zach and I reflect on the economic, political, and cultural changes that
0:56.0	we've experienced in our lives, how these changes reflect and are reflected in some of the policy
1:01.8	choices that have led us to this point in developed
1:04.2	countries, how these changes affect his economic outlook, and how they inform his
1:08.4	philosophy as an investor, a parent, and a citizen. You can access that part of the conversation at Hidden Forces.io slash subscribe
1:18.0	by joining our premium feed, which you can listen to on your mobile device
1:22.0	using your favorite podcast app just like
1:24.7	you're listening to this episode right now. If you want to join in on the
1:29.5	conversation and become a member of the Hidden Forces Genius Community, which includes
1:33.8	Q&A calls with guests, access to special research and analysis, in-person events and
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Demetri Kofinas, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Demetri Kofinas and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.