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Launch of The 100-Year Pivot Podcast

Jun 1, 2025

Lecture Notes: Launch of "The 100-Year Pivot" Podcast

Introduction

  • New podcast series announcement: "The 100-Year Pivot"
  • Hosts: Grant Williams and Dimitri Kofinas
  • Focus: Understanding a significant economic, political, and geopolitical shift
  • Aim: Develop new investment frameworks to navigate these changes

Podcast Details

  • Conversations with knowledgeable guests to chart future paths
  • Early access for premium subscribers of Hidden Forces and Grant Williams podcasts
  • Subscription link: hiddenforces.io/subscribe
  • Additional benefits for subscribers: Q&A calls, special research, events
  • Disclaimer: No financial advice given

Episode 1: Introduction & Discussion

Hosts

  • Dimitri Kofinas and Grant Williams express excitement and organic development of the podcast
  • Naming: Chose "The 100-Year Pivot" to reflect significant secular trends

Objectives

  • Discuss the purpose of the podcast — no fixed agenda, inspired by authentic conversations
  • Seek to understand societal shifts and the future

Key Themes and Discussions

Societal and Economic Shifts

  • Recognition of significant changes in global order, financial markets, political systems
  • Need for new organizing principles and search for meaning in economics and society

Historical Context

  • Reference to "The Fourth Turning" by Neil Howe as an influential work
  • The importance of historical cycles in understanding current events
  • Discussion on past events like the Great Depression and WWII as learning tools

Frameworks and Adaptation

  • Importance of adaptable frameworks to navigate changing times
  • Recognition that old frameworks may no longer work
  • Example: Russell Napier's insights on political economy

Future Guests and Topics

  • Expectation of having Neil Howe and Russell Napier as initial guests
  • Emphasis on exploring historical and financial perspectives

Personal Reflections and Broader Implications

  • Hosts discuss personal motivations and the impact on future generations
  • Exploration of financial systems, investment strategies, and societal impacts

Format and Audience Engagement

  • The podcast as an inclusive, conversational journey
  • Invitation for audience participation and suggestions
  • Plan for staggered release to premium and public feeds

Contact Information

Full transcript