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

Follow Demetri on Twitter at @Kofinas

Episode Recorded on 11/22/2023