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My guest on this one is Michael Every, Global Macro Strategist with Rabobank.We're no better conditioned than dogs waiting for a bell to ring. Bad stuff happens, rates go down, house prices go up. Easy.But now, after almost 4 years of watching house prices stagnate, if you're anything like me, you're wondering if the rules have changed.It's scary to suggest this, but I think they have. Read moreBook in a free 15-min phone call with Darcy Ungaro (financial adviser).Sign up to the fortnightly newsletter!Thank You MyRent: See why residential property investors all over New Zealand are switching to myRent.Provincia: Whether you're looking to invest, or you have a commercial property that needs better management - they the true one-stop shop for wholesale industrial investors. Check out Provincia.co.nz for more.Affiliate Links!The Bitcoin Adviser: Plan for intergenerational digital wealth. Hatch: For US markets.Revolut: For a new type of banking.Sharesies: For local, and international markets.Easy Crypto: To buy and sell digital assets.Loan My Coins: Bitcoin lending product.Exodus: Get rewards on your first $2,500 of swapsOnline courses:New Wealth Foundations: Personal finance from a wealth-builder's perspective.Take the free, 5-part online course Crypto 101: Crypto with Confidence Get Social:Check out the most watched/downloaded episodes hereFollow on YouTube , Instagram, TikTok: @theeverydayinvestor, X (@UngaroDarcy), LinkedIn.www.ungaro.co.nz________________________
Michael Every, Global Strategist at Rabobank, returns to tackle the meta forces shaping our world. From Ukraine's frozen conflict, to China's role in peace talks, to 90-day tariff rollovers, reverse Marshall Plans, and the rise of dollar-backed stablecoins—this is not just economics, it's 4D chess.We cover: geopolitics reshaping markets, U.S. vs. China as the defining rivalry of the century, what tariffs really mean for inflation, the Fed's limits in stagflation, and whether stablecoins will rewrite the global financial order. Every explains why the old playbook is dead—and why caution is the only safe strategy in this uncertain era.#Geopolitics #Markets #Gold------------
Jamie Mackay talks to Stephen Fleming, Christopher Luxon, Michael Every, and Graeme Williams.See omnystudio.com/listener for privacy information.
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU
Two-part interview with Rabobank’s Singapore-based Global Strategist. Part One: "Trump the Peacemaker" and whether a truce in Russia and the Middle East will result in a sugar rush for the world economy. Part Two: "Trump the Disruptor" and how a trading nation like New Zealand can insulate itself against his tariffs.See omnystudio.com/listener for privacy information.
Jamie Mackay talks to Christopher Luxon, Michael Every, Andrew Murray, and Dr Jacqueline Rowarth.See omnystudio.com/listener for privacy information.
Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry conference. RaboResearch GM Stefan Vogel joins Michael to discuss what Iran, the US, and China mean for New Zealand and Australia. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
Jamie Mackay talks to Eric Roy, Michael Every, Todd McClay, and Shane Jones. See omnystudio.com/listener for privacy information.
The EU Ambassador to New Zealand has been listening intently to Michael Every and gives his response to the Rabobank Global Strategist.See omnystudio.com/listener for privacy information.
Rabobank Global Strategist says Trump isn’t as “nutty” as people may think he is, as there can be upsides to trade wars and geopolitical crises.See omnystudio.com/listener for privacy information.
Jamie Mackay talks to Michael Every, Lawrence Meredith, Jim Ward, Claire Taylor, and Toby Williams.See omnystudio.com/listener for privacy information.
Michael Every of Rabobank discusses the evolving global financial and geopolitical landscape. He explores the potential transformation of the dollar system from one based on financialization to one focused on industrial production, possibly involving Bitcoin as a strategic reserve and dollar stablecoins, with the aim of reducing inequality both within and between countries. The conversation also touches on the concept of multipolarity and the emergence of regional blocs, while questioning whether any alternative currency or system can truly replace the dollar's global acceptance. He examines the potential for military conflict in this great interregnum period and explains neo-mercantilism as the key takeaway. Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Michael Every: Neo-Mercantilism & the New World Order #563 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape Technocracy course (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Rabobank https://www.rabobank.com/knowledge/our-experts/011085368/michael-every X https://x.com/TheMichaelEvery About Michael Every Michael Every is a Global Strategist at Rabobank. He analyses major financial developments and contributes to the bank's various economic research publications for internal and external customers and to the media. Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London. Michael holds a Masters degree in Economics (with distinction) from University College London and speaks a smattering of languages, including Thai. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's guest predicted -- years in advance -- the shift away from globalization towards nationalism/mercantilism by the world's major countries.Well, now that the previously unipolar globe is in the process of fracturing into multiple power and trading blocks, what does he see coming next?To find out, let's ask the man himself.We're very fortunate to sit down again today with Michael Every, global strategist at Rabobank.Michael predicts many more shocks lie ahead for the global economy -- and that today's richly valued markets are completely unprepared for them.#geopolitics #globalization #mercantilism _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
Jamie talks to Jane Smith, Michael Every, Christopher Luxon, and Katie Milne. See omnystudio.com/listener for privacy information.
Interview recorded - 12th of May, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Every. During our conversation we spoke about the shifting geopolitical tides, what Trump negotiations mean, mass imports, issues with free trade, who will lose and more. I hope you enjoy!0:00 - Introduction1:10 - What are we seeing in the world?4:34 - Trump negotiation?6:12 - Mass imports8:05 - Geopolitical shifts11:24 - BRICS12:44 - Republican shift15:14 - Issues with free trade?21:06 - Who wins?22:34 - US worse off than China?24:42 - Shift away from China25:44 - Impact on markets?28:34 - European issues30:34 - One message to takeaway?Michael Every is a Global Strategist at Rabobank. He analyses major financial developments and contributes to the bank's various economic research publications for internal and external customers and to the media.Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London.Michael holds a Masters degree in Economics (with distinction) from University College London and speaks a smattering of languages, including Thai.Michael Every - Website - https://www.rabobank.com/knowledge/our-experts/011085368/michael-everyLinkedIn - https://sg.linkedin.com/in/michael-every-38983214WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas
A two-part interview with Rabobank’s Singapore-based global strategist. Part one: Is there no end to Trump's tariffs, despite his recent backflip with China and what happened to "Thrive in '25" for the world economy? Part two: What’s the best business to be in, in a troubled world - food or munitions? Who are the political and economic leaders on the world stage today? Will an American Pope get Trump to “calm the farm”?See omnystudio.com/listener for privacy information.
Jamie Mackay talks to Christopher Luxon, Michael Every, Katie Milne, and Craig Wiggins.See omnystudio.com/listener for privacy information.
Ralph Schoellhammer, Michael Every, and Doomberg discuss the current economic and geopolitical challenges. They analyze the role of #GDP , the geopolitical tensions between the #us and #china , and the impact of the #trump administration on global #politics They also discuss the situation in #canada and the importance of #energy and resources in the political landscape.
Donald Trump verraste woensdag vriend en vijand met het besluit om de allerhoogste heffingen voor 75 landen met negentig dagen uit te stellen. Welke rol speelt de obligatiemarkt hierin? En beleefde Trump hiermee een heus Liz Truss-moment? Anna Dijkman en Marijn Jongsma analyseren wat er gebeurde en wat er meegespeeld móet hebben. Net als elke week kijken ze of er interessant onderzoek of analyses bij de post zijn verschenen en deze week kwam Marijn uit bij een rapport van de global strategist van Rabobank, Michael Every, die met zijn analyse een interessant perspectief bood op de relatie tussen China en de VS. In de vraag van de week wil collega Sophia weten of er ook positief effect op het klimaat uit de handelsoorlog voort kan komen. Presentatie: Anna Dijkman en Marijn Jongsma Redactie en montage: Nelleke van der Heiden Muziek: Gijs FriesenSee omnystudio.com/listener for privacy information.
Donald Trump verraste woensdag vriend en vijand met het besluit om de allerhoogste heffingen voor 75 landen met negentig dagen uit te stellen. Welke rol speelt de obligatiemarkt hierin? En beleefde Trump hiermee een heus Liz Truss-moment? Anna Dijkman en Marijn Jongsma analyseren wat er gebeurde en wat er meegespeeld móet hebben. Net als elke week kijken ze of er interessant onderzoek of analyses bij de post zijn verschenen en deze week kwam Marijn uit bij een rapport van de global strategist van Rabobank, Michael Every, die met zijn analyse een interessant perspectief bood op de relatie tussen China en de VS. In de vraag van de week wil collega Sophia weten of er ook positief effect op het klimaat uit de handelsoorlog voort kan komen. Presentatie: Anna Dijkman en Marijn Jongsma Redactie en montage: Nelleke van der Heiden Muziek: Gijs FriesenSee omnystudio.com/listener for privacy information.
He said ongoing commentary about Trump's tariffs was missing the bigger picture
Today we were delighted to welcome Michael Kao, Private Investor at Kao Family Office and CEO & Portfolio Manager of Akanthos Capital Management. Michael founded Akanthos in 2002 and transitioned to focus on his family office in 2019. Michael is also the author of "Kaoboy Musings” on Substack (linked here). Previously, he was a Portfolio Manager at Canyon Capital Advisors, where he co-founded the Canyon Arbitrage Fund. Michael started his career in the commodities unit at J.Aron/Goldman Sachs and has over 30 years of experience across commodities, credit, convertible arbitrage, and distressed investing. As we approach what President Trump has coined “Liberation Day” on April 2nd, we were eager to find someone who could help us all better understand the rationale behind these developments and their implications. In recent Substack posts, Michael has shared some of his interesting theories and makes a case that what appears chaotic and unpredictable might actually be part of an audacious but coordinated plan. We were thrilled to hear Michael's latest insights on market volatility, energy dynamics, the evolving investment landscape, and why April 2nd might just be another stop on the way to (hopefully) something better. In our conversation, we first ask Michael for his view on the complexities surrounding the Trump Administration's actions and how to interpret the end goals of their policies. He shares an analogy comparing the current U.S. economic environment to navigating an asteroid field (like Han Solo's decision to fly the Millennium Falcon directly into an asteroid field when being chased by the Empire in Star Wars), highlighting several key economic challenges to manage including the current 7% non-wartime deficit, short-term debt reliance, geopolitical tensions, and the need for broader economic recalibration. We explore various ways to manage the U.S. debt including the possibility of terming out debt and reshoring manufacturing, the impact of oil prices on the broader economy, the weakening U.S. dollar, and how the Trump Administration's shift from a “carrot” to “stick” approach in policy negotiations may affect market dynamics. We discuss potential scenarios for a U.S. recession or economic slowdown, the growth of the private equity market, the increasing role of private credit in financing private equity-backed companies, and the role of the Federal Reserve in the broader economic picture. Michael provides insights on how sovereign wealth funds could help manage the U.S. national balance sheet by leveraging geographic assets, his experience in transitioning to managing his family office and focusing more on uncorrelated private investments, the potential for a black swan event, the risk of ongoing geopolitical tensions escalating, the importance of thinking outside the box, and much more. We greatly appreciate Michael joining and sharing his expertise and insights with us all. As you'll hear, we discuss some of Michael's recent posts. His piece entitled “Mental Models – Navigating The Asteroid Field With Trump 2.0” is linked here and the Kaos Theory podcast episode featuring Michael Every is linked here. Mike Bradley kicked off the show by noting that markets are in a “Calm Before the Storm” mode with investors awaiting the impact of Trump's April 2nd reciprocal tariffs. Rather than focusing on how markets might react post-reciprocal tariffs, Mike reviewed how markets performed in Q1'25 with the “Trumpatility” overhang. In bonds, the 10yr fell in Q1 by ~35bps to ~4.20%. WTI price ($71.50/bbl) ended Q1 relatively unchanged, which was a big surprise given the bearish oil sentiment that had built throu
Global strategist Michael Every of Rabobank joins us for an expansive and thought-provoking conversation on the tectonic geopolitical and economic shifts shaping our world. From the collapse of the post-WWII order to the rise of economic statecraft, we break down the emerging multipolar world, the future of Europe. We also dive into the bond market, U.S. dollar dominance, and what this all means for investors navigating unprecedented macro uncertainty.#geopolitics #europe #globalmarkets
The rapidly evolving geopolitical landscape of recent years can be hard to follow. With economic conflicts between global superpowers and violent clashes across multiple continents, today's events can seem starkly different from the trajectory of past decades. So, how can a deeper understanding of energy and resource security help us make sense of these chaotic trends? In this discussion, Nate is joined by Art Berman, Michael Every, and Izabella Kaminska for a broad exploration of the complex relationship between energy, geopolitics, and economic strategy. Together, they provide valuable insights into the consequences of deindustrialization, the impact of military spending, and the urgent need to reassess strategies as resources dwindle and geopolitical tensions rise. How is the use of fear as a political tool intertwined with the challenges of trust and disinformation in navigating turbulent international conflicts? What role is the race for Artificial General Intelligence and Quantum Computing playing in these rapidly changing situations? And ultimately, what should we, as citizens, be expecting from our leaders at the global stage as the struggle for power in the 21st century continues to intensify? (Conversation recorded on March 10th, 2025) About the Guests: Arthur E. Berman is a petroleum geologist with over 40 years of oil and gas industry experience. He is an expert on U.S. shale plays and is currently consulting for several E&P companies and capital groups in the energy sector. Michael Every is Global Strategist at Rabobank Singapore analyzing major developments and key thematic trends, especially on the intersection of geopolitics, economics, and markets. He is frequently published and quoted in financial media, is a regular conference keynote speaker, and was invited to present to the 2022 G-20 on the current global crisis. Izabella Kaminska is the founding editor of The Blind Spot, a finance and business news website. She is also senior finance editor at POLITICO. Izabella was previously editor of the Financial Times' Alphaville blog, and an associate producer at CNBC. Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Discord channel and connect with other listeners
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael's prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j
GET MICHAELS FREE ARTICLE ON STATECRAFT at https://thoughtfulmoney.com/wp-content/uploads/2025/02/global_strategy_us_economic_statecraft_days_of_future_past.pdfWhen today's guest was last on this program back in Nov, he predicted we'd see continued momentum geopolitically away from globalization and towards mercantilism and protectionism.That has proven to be the case worldwide, and particularly so for the US, where Donald Trump's "America First' agenda has kicked off at warp speed -- shocking citizens, allies and enemies alike with its violent & swift disruption of what was Business As Usual just a month ago. How is this wave of nationalism around the world likely to impact the global economy?What are the biggest opportunities it may open up for investors? And what are its biggest risks?To discuss, we're fortunate to be able to spend the next hour with Michael Every, Global Strategist at Rabobank, who joins us from Thailand.Michael, thanks so much for taking time out of your busy morning to join us.Follow Michael at https://www.rabobank.com/knowledgeOn LinkedIn at https://www.linkedin.com/in/michael-every-38983214/?originalSubdomain=sgOr on X at @themichaelevery
Jamie Mackay talks to Damien O'Connor, Michael Every, Shane Jones, and Jane Smith.See omnystudio.com/listener for privacy information.
Rabobank’s Singapore-based global strategist talks about Trump, trade and tariffs, and we ask if the talk around tariffs is just bluster. In part two of this interview, Every looks at the potential benefits of a Trump presidency and how the 2025 world economy could play out for a food-producing nation such as New Zealand.See omnystudio.com/listener for privacy information.
Jamie Mackay talks to Christopher Luxon, Michael Every, and Hunter McGregor.See omnystudio.com/listener for privacy information.
MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9 ⚫ Follow Michael on X: @themichaelevery
When today's guest was last on this program back in May, he predicted we'd see continued momentum geopolitically away from globalization and towards mercantilism and protectionism. That has proven to be the case worldwide, and particularly so for the US, where Donald Trump has just regained the Presidency with a clear mandate to pursue an "America First' agenda. How is this wave of nationalism around the world likely to impact the global economy? What are the biggest opportunities it may open up for investors? And what are its biggest risks? To discuss, we're fortunate to be able to spend the next hour with Michael Every, Global Strategist at Rabobank, who joins us from Thailand. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
Rabobank's Singapore-based Global Strategist looks at how the outcome of the US Presidential election will potentially affect NZ and World Trade, how a Trump win would affect the wars in Ukraine and the Middle East, and whether 2025 will be a better year for the world economy than 2024?See omnystudio.com/listener for privacy information.
Jamie Mackay talks to Todd McClay, Michael Every, Nadia Lim and Carlos Bagrie, Chris Brandolino, and Barry Soper. See omnystudio.com/listener for privacy information.
Jamie Mackay talks to Kate Scott, Shane Jones, Mike Casey, Michael Every, and Nadia Lim and Carlos Bagrie. See omnystudio.com/listener for privacy information.
(Conversation recorded on October 16th, 2024) Ahead of the U.S. Presidential Election between Kamala Harris and Donald Trump, both of whom have distinct monetary and fiscal policies, there is much debate on the potential systemic consequences for the global economy. What is the current status of the United States in the socio-political landscape, and how might trends in energy, commodities, and geopolitical tension affect the actions and capabilities of the next U.S. presidential administration? In turn, how could this affect the global economy? In this roundtable discussion, Nate is joined by financial analysts Luke Gromen and Michael Every to explore the precarious nature of current fiscal practices, the relationship between military power and economic stability, and the potential need for radical policy shifts worldwide. They also delve into the future of the U.S. dollar as the global reserve currency and the importance of price, availability, and stability of energy resources for thinking about future economic strategies. What are the implications of NATO's actions in Ukraine for global financial relationships, and what are the resulting strategic dilemmas for Europe? How is China potentially using gold to prepare for a fundamentally different economy with fewer resources? Most of all, how can we begin to steward our economic systems in a more sustainable direction if we don't have a shared understanding of the values and goals that underpin everything we're doing, regardless of who the next U.S. President may be? About Michael Every: Michael Every is Global Strategist at Rabobank Singapore analyzing major developments and key thematic trends, especially on the intersection of geopolitics, economics, and markets. He is frequently published and quoted in financial media, is a regular conference keynote speaker, and was invited to present to the 2022 G-20 on the current global crisis. Michael has lived and worked in 9 countries and been in the industry for nearly 25 years, with previous roles at Silk Road Associates, the Royal Bank of Canada, and Dun & Bradstreet. He holds a BA from Lancaster University, and a master's degree from University College London. About Luke Gromen: Luke Gromen is the Founder and President of research firm Forest For The Trees, LLC, whose goal is to aggregate a wide variety of macroeconomic, thematic and sector trends in an unconventional manner to identify investable developing economic bottlenecks for clients. Luke founded FFTT to apply what clients and former colleagues consistently described as a “unique ability to connect the dots” during a time when he saw an increasing “silo-ing” of perspectives occurring on Wall Street and in corporate America. Luke has 25 years of experience in equity research, equity research sales, and as a macro/thematic analyst. He holds a BBA in Finance and Accounting from the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Show Notes and More Watch this video episode on YouTube --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Discord channel and connect with other listeners
Jamie Mackay talks to Michael Every, Sir Don McKinnon, Jane Smith, and Winston Peters.See omnystudio.com/listener for privacy information.
Part 1: Rabobank's Singapore-based Global Strategist, and The Country's favourite Alarmist, comments on perilous state of the world's economy and why he's so wary of dropping interest rates before inflation is totally under control. And guess who he's calling a Marxist? See omnystudio.com/listener for privacy information.
Part 2: We also look at the state of the US and Chinese economies and whether the world trade is moving from globalisation to protectionism. See omnystudio.com/listener for privacy information.
Jamie Mackay talks to Todd McClay, Michael Every, Dr Jacquline Rowarth, and Miles Anderson. See omnystudio.com/listener for privacy information.
Since today's guest was last on this program back in December, the world has continued to fracture geopolitically. Where is that trend taking us? And what will the impact be on global prosperity? The majority of folks who watch this Thoughtful Money channel are primarily from the US, Canada, Europe and Australia. So to provide a perspective from a non-Western point of view, I'm pleased to welcome Michael Every back onto the program. Michael is Global Strategist at Rabobank, and joins us from Thailand. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #geopolitics #trade #investing
On this episode, Nate is joined by financial analyst Michael Every to discuss global macro trends in economics, politics, and social movements. By taking a wide-view lens of current events, we can better see how seemingly isolated events interconnect and what mainstream economic theories tend to miss. What do rising political tensions and dissatisfaction around the globe amidst increasing GDP tell us about the accuracy of our economic measures? How much are geopolitical conflicts and supply chain disruptions contributing to current inflationary pressures? And what can we learn from current economic models as we steer towards a new system with lower energy throughput in a multipolar world? About Michael Every: Michael Every is Global Strategist at Rabobank Singapore analyzing major developments and key thematic trends, especially on the intersection of geopolitics, economics, and markets. He is frequently published and quoted in financial media, is a regular conference keynote speaker, and was invited to present to the 2022 G-20 on the current global crisis. Michael has lived and worked in 9 countries and been in the industry for nearly 25 years, with previous roles at Silk Road Associates, the Royal Bank of Canada, and Dun & Bradstreet. He holds a BA from Lancaster University, and a master's degree from University College London. Watch on YouTube: https://youtu.be/F_DhZaVoflA More info, and show notes: https://www.thegreatsimplification.com/episode/118-michael-every
On February 13, 2024, Bob participated (with Jim Rickards, Brent Johnson, and Michael Every) in a ZeroHedge debate on the fate of the USD. In this episode of the Human Action podcast, Bob highlights some of the key issues and explains why he thinks his side won. The ZeroHedge Debate: Mises.org/HAP435a Brent Johnson's Milkshake Theory: Mises.org/HAP435b Egert's Article on the Public Debt Threshold: Mises.org/HAP435c Bob's Article on the Latest CBO Federal Debt Report: Mises.org/HAP435d Human Action Podcast listeners can get a free copy of Dr. Guido Hülsmann's How Inflation Destroys Civilization: Mises.org/HAPodFree
On February 13, 2024, Bob participated (with Jim Rickards, Brent Johnson, and Michael Every) in a ZeroHedge debate on the fate of the USD. In this episode of the Human Action podcast, Bob highlights some of the key issues and explains why he thinks his side won. The ZeroHedge Debate: Mises.org/HAP435a Brent Johnson's Milkshake Theory: Mises.org/HAP435b Egert's Article on the Public Debt Threshold: Mises.org/HAP435c Bob's Article on the Latest CBO Federal Debt Report: Mises.org/HAP435d Human Action Podcast listeners can get a free copy of Dr. Guido Hülsmann's How Inflation Destroys Civilization: Mises.org/HAPodFree
On February 13, 2024, Bob participated (with Jim Rickards, Brent Johnson, and Michael Every) in a ZeroHedge debate on the fate of the USD. In this episode of the Human Action podcast, Bob highlights some of the key issues and explains why he thinks his side won. The ZeroHedge Debate: Mises.org/HAP435a Brent Johnson's Milkshake Theory: Mises.org/HAP435b Egert's Article on the Public Debt Threshold: Mises.org/HAP435c Bob's Article on the Latest CBO Federal Debt Report: Mises.org/HAP435d Human Action Podcast listeners can get a free copy of Dr. Guido Hülsmann's How Inflation Destroys Civilization: Mises.org/HAPodFree]]>
On February 13, 2024, Bob participated (with Jim Rickards, Brent Johnson, and Michael Every) in a ZeroHedge debate on the fate of the USD. In this episode of the Human Action podcast, Bob highlights some of the key issues and explains why he thinks his side won. The ZeroHedge Debate: Mises.org/HAP435a Brent Johnson's Milkshake Theory: Mises.org/HAP435b Egert's Article on the Public Debt Threshold: Mises.org/HAP435c Bob's Article on the Latest CBO Federal Debt Report: Mises.org/HAP435d Human Action Podcast listeners can get a free copy of Dr. Guido Hülsmann's How Inflation Destroys Civilization: Mises.org/HAPodFree
On February 13, 2024, Bob participated (with Jim Rickards, Brent Johnson, and Michael Every) in a ZeroHedge debate on the fate of the USD. In this episode of the Human Action podcast, Bob highlights some of the key issues and explains why he thinks his side won. The ZeroHedge Debate: https://Mises.org/HAP435a Brent Johnson's Milkshake Theory: https://Mises.org/HAP435b Egert's Article on the Public Debt Threshold: https://Mises.org/HAP435c Bob's Article on the Latest CBO Federal Debt Report: https://Mises.org/HAP435d Human Action Podcast listeners can get a free copy of Dr. Guido Hülsmann's How Inflation Destroys Civilization: https://Mises.org/HAPodFree
On February 13, 2024, Bob participated (with Jim Rickards, Brent Johnson, and Michael Every) in a ZeroHedge debate on the fate of the USD. In this episode of the Human Action podcast, Bob highlights some of the key issues and explains why he thinks his side won. The ZeroHedge Debate: Mises.org/HAP435a Brent Johnson's Milkshake Theory: Mises.org/HAP435b Egert's Article on the Public Debt Threshold: Mises.org/HAP435c Bob's Article on the Latest CBO Federal Debt Report: Mises.org/HAP435d Human Action Podcast listeners can get a free copy of Dr. Guido Hülsmann's How Inflation Destroys Civilization: Mises.org/HAPodFree
On February 13, 2024, Bob participated (with Jim Rickards, Brent Johnson, and Michael Every) in a ZeroHedge debate on the fate of the USD. In this episode of the Human Action podcast, Bob highlights some of the key issues and explains why he thinks his side won. The ZeroHedge Debate: Mises.org/HAP435a Brent Johnson's Milkshake Theory: Mises.org/HAP435b Egert's Article on the Public Debt Threshold: Mises.org/HAP435c Bob's Article on the Latest CBO Federal Debt Report: Mises.org/HAP435d Human Action Podcast listeners can get a free copy of Dr. Guido Hülsmann's How Inflation Destroys Civilization: Mises.org/HAPodFree
In my recent interview with Felix Zulauf he mentioned that we are shifting from a unipolar world order into a multipolar world dis-order.The majority of folks who watch this Thoughtful Money channel are primarily from the US, Europe and Australia, so to provide a perspective from a point of view outside of the West, we're fortunate to hear from Michael Every, Global Strategist at Rabobank, who is based out of Singapore.Michael is concerned that the playbook nations are familiar with does not apply to the future dynamics ahead. Globalization is reversing in many corners of the world, and nationalism is on the rise. The tools used by economic central planners are becoming less and less effective. A new operating framework is needed.Will we adopt in time to avoid conflict and crisis?Michael is not optimistic. He thinks we may eventually discover and adopt the right policies...but likely only after we've exhausted every other option.Follow Michael on LinkedIN at https://www.linkedin.com/in/michael-every-38983214/?originalSubdomain=sg SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel #globalization #centralbanks #economy
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