James van Geelen began his career in medicine and left medical school to pursue entrepreneurship. His first venture into holistic and alternative healthcare began in 2013 and was acquired by a private equity firm in 2018. He began investing his own capital in 2018 and started CitriniResearch in 2023. He holds his bachelor’s degrees in biology and psychology from UCLA.
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James van Geelen
Are We About to Enter the First White-Collar Recession? | James van Geelen
James van Geelen began his career in medicine and left medical school to pursue entrepreneurship. His first venture into holistic and alternative healthcare began in 2013 and was acquired by a private equity firm in 2018. He began investing his own capital in 2018 and started CitriniResearch in 2023. He holds his bachelor’s degrees in biology and psychology from UCLA.
In Episode 408 of Hidden Forces, Demetri Kofinas speaks with James van Geelen, the founder of Citrini Research, which specializes in illuminating and demystifying the transformative “megatrends” poised to shape societies, economies, and the market’s distribution of returns for years to come.
James and Demetri spend the first hour of their conversation exploring a series of narratives and investment themes—including Trump’s recent tariff announcement—that have captivated markets and that are likely to be highly determinative of investor returns in the years to come. They discuss the investment implications of a fundamental reorganization of the global economy, along with its supply chains, energy systems, and underlying technological foundations, to say nothing about the changing relationship of government and fiscal policy to the economy and asset markets.
In the second hour, Citrini and Kofinas dig deeper into some of the more consequential themes that they identify in the first hour, including:
The wealth-driven white-collar recession that could accelerate the adoption of AI and rapidly reshape the workforce.
The rotation out of U.S. equities as America turns to fiscal austerity and as countries in Europe and Asia engage in massive fiscal stimulus.
The implications for America’s Democratic party base if its supporters increasingly find themselves out of work and under threat by the policies and changes underway in the new economy.
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James van Geelen began his career in medicine and left medical school to pursue entrepreneurship. His first venture into holistic and alternative healthcare began in 2013 and was acquired by a private equity firm in 2018. He began investing his own capital in 2018 and started CitriniResearch in 2023. He holds his bachelor’s degrees in biology and psychology from UCLA.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
