本期Hidden Forces播客邀请到Monetary Macro的首席投资官Joseph Wang，他也是Fed Guy平台的创始人。节目深入探讨了Joseph的货币和公共政策框架，以及这些框架如何帮助理解白宫的贸易政策及其对金融市场和经济的深远影响。下半部分节目聚焦于资本外流对美国政府财政、经济实力、资产市场表现、美元价值的长期后果，以及这些因素在未来十年如何影响政策制定和国内政治走向。节目还鼓励听众订阅付费内容、加入社区，并提供了多种支持播客的方式。

🇺🇸 宏观经济分析框架：Joseph Wang分享了他独特的货币和公共政策分析框架，用以解读当前的白宫贸易政策，并深入剖析这些政策对金融市场及整体经济的下游影响。

💸 资本外流的长远影响：节目详细探讨了资本外流对美国政府财政状况、经济韧性、资产市场表现及美元价值的长期后果，为理解美国经济未来走向提供了关键视角。

📈 政策与政治的相互作用：分析了资本外流等经济变量如何影响未来的政策决策，以及这些因素将如何塑造未来十年的美国政治格局。

🎧 播客内容与社区：Hidden Forces播客提供深度经济金融分析，鼓励听众通过订阅付费内容、加入社区等方式支持节目，并提供了多渠道的收听和互动方式。

In Episode 428 of Hidden Forces, Demetri Kofinas speaks with Joseph Wang, Chief Investment Officer at Monetary Macro and the founder of Fed Guy, an educational media platform that provides financial market analysis to investors and policymakers informed by a deep understanding of monetary mechanics and public policy.

Joseph and Demetri spend the first hour of their conversation discussing Joseph’s monetary and public policy frameworks, how these frameworks help us make sense of the White House’s trade policy, and the downstream consequences for financial markets and the broader economy that stem from these observations.

The second hour is devoted to a conversation about the long-term consequences of capital flight for the U.S. government’s finances, the strength of its economy, the performance of U.S. asset markets, the value of the dollar, and how all of these variables could influence future policy decisions and the tenor of politics in the country over the next 10 years.

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Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 07/15/2025