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RE: LeoThread 2025-08-22 08:58

in LeoFinance2 months ago

What's up everybody? My name is Dimitri Kofinas and you're listening to Hidden Forces, a podcast that inspires investors, entrepreneurs and everyday citizens to challenge consensus narratives and learn how to think critically about the systems of power shaping our world. My guest in this episode of Hidden Forces is Mark Holuesco, the founding partner and chief executive officer of Holuesco Partners, a Bahamian-based value-oriented investment firm that invests across a wide variety of industries, geographies and market capitalizations. This is one of a series of episodes that I'm recording with value investors motivated by my concerns about how the direction of the global economy and the ongoing geostrategic competition between the US and China will impact asset markets in the years to come. In the first hour, Mark and I discuss his macro framework and approach to value investing, his concerns about government debt and its implications for interest rates and inflation, trends in global (1/57)