Hidden Forces

In Episode 204 of Hidden Forces, Demetri Kofinas speaks with investor and macro-financial strategist James Aitken. This is an over 2-hour-long conversation that ranges from a discussion about the oil industry and the impact of ESG mandates on prices, to the short-and-medium-term impacts of monetary & fiscal policy on inflation, to the post-Covid economy and opportunities for value investing. In the Overtime, James and Demetri pivot their discussion to Asia and the ongoing crackdown in Chinese capital markets, as well as the disruptive implications of China’s deployment of its digital currency electronic payments (DCEP) system and what it means for companies and investors doing business in China. They also discuss the impact that these drastic regulatory changes and disruptive technological innovations will have on American foreign policy and the future of the dollar. You can access the episode Overtime, as well as the transcript and rundown to this week’s episode through the Hidden Forces Patreon Page. Al