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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
We are joined by Michael Every, Chief Strategist at Rabobank. We discuss the madness of the current financial regime, no-cut scenarios, geopolitical games, the Red Sea dilemma, and why the government does NOT want you to buy commodities to hedge! ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------ Guest: Michael Every, Chief Strategist Company: Rabobank
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
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
Dette er episode 244 av Tid er penger. I denne episoden handler det om to ting: 2023 og 2024. Men det er ingen kavalkade. Blant annet går vi gjennom 51 rapporter for å forsøke å finne ut hva som vil skje i år. Alle 51 rapportene kan leses i sin helhet her På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/boligforsikring-95661832 Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/ Hør disse også fra Patreon: Intervju med Sigmund Aas om eiendom Intervju med Lars Jensen Intervju om Pulskuren med Torkil Færø Intervju med Steve Eisman Intervju med Olav Aleksander Bu Intervju med Anders Lund Intervju med Knut Erik Eldjarn (igjen) Intervju med Anders Meland Intervju med Sam Lessin Intervju med Gretchen Morgenson Intervju med Forsvarssjef Eirik Kristoffersen Intervju med forvalter Eirik Hogner Det digitalet dopet med Ole Petter Hjelle Nytt intervju med Thomas Hoenig Intervju med Torbjørn Kjus Intervju med strømanalytiker Katinka Bogaard Interju med statsmeteorolog Bente Wahl Intervju med vår egen material-ekspert Erik Intervju med vår egen AI-Yngve Intervju med Espen Agdestein Intervju med Jon Winding-Sørensen Intervju med Daniel fra Google Intervju med super-gründer Jason Cohen Intervju med Michael Every i Rabobank Intervju med Andreas Farberg i KLP Intervju med Morten Goodwin om AI Intervju med Paolo Pellegrini Intervju med superatlet Kristin Holte Intervju med general David Patreus Wayne Himelsein om finans og filosofi Gard L. Michalsen om å være gründer og media Ole Hansen fra Saxo om olje Kjetil Hatlebrekke, Etterretningstjenesten som arbeidsgiver Tor-Kristian Karlsen om fotball og penger Alexander Ellefsen om FTX Torbjørn Kjus om diesel Arcanes Vetle Lunde Andreas Steno Larsen Robin Wiggelsworth (FT) Thomas Hoenig (ex-Fed) Knut Erik Eldjarn Mark Dow Putins tidligere taleskriver Intervju med Tor Svelland i vanlig episode See omnystudio.com/listener for privacy information.
Dette er episode 243 av Tid er penger. I årets siste episode snakker Peter om året som var, om geopolitikk, om Nordpool og naturligvis litt om Finanstilsynet. På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/et-kjemperart-ar-95279162 Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/ Hør disse også fra Patreon: Intervju med Sigmund Aas om eiendom Intervju med Lars Jensen Intervju om Pulskuren med Torkil Færø Intervju med Steve Eisman Intervju med Olav Aleksander Bu Intervju med Anders Lund Intervju med Knut Erik Eldjarn (igjen) Intervju med Anders Meland Intervju med Sam Lessin Intervju med Gretchen Morgenson Intervju med Forsvarssjef Eirik Kristoffersen Intervju med forvalter Eirik Hogner Det digitalet dopet med Ole Petter Hjelle Nytt intervju med Thomas Hoenig Intervju med Torbjørn Kjus Intervju med strømanalytiker Katinka Bogaard Interju med statsmeteorolog Bente Wahl Intervju med vår egen material-ekspert Erik Intervju med vår egen AI-Yngve Intervju med Espen Agdestein Intervju med Jon Winding-Sørensen Intervju med Daniel fra Google Intervju med super-gründer Jason Cohen Intervju med Michael Every i Rabobank Intervju med Andreas Farberg i KLP Intervju med Morten Goodwin om AI Intervju med Paolo Pellegrini Intervju med superatlet Kristin Holte Intervju med general David Patreus Wayne Himelsein om finans og filosofi Gard L. Michalsen om å være gründer og media Ole Hansen fra Saxo om olje Kjetil Hatlebrekke, Etterretningstjenesten som arbeidsgiver Tor-Kristian Karlsen om fotball og penger Alexander Ellefsen om FTX Torbjørn Kjus om diesel Arcanes Vetle Lunde Andreas Steno Larsen Robin Wiggelsworth (FT) Thomas Hoenig (ex-Fed) Knut Erik Eldjarn Mark Dow Putins tidligere taleskriver Intervju med Tor Svelland i vanlig episode See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.
Dette er episode 241 av Tid er penger. I denne episoden snakker Peter om renten i inn- og utland, finanstilsynet, 100x giring og en ny bok. På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/lyset-endelig-pa-94891369 Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/ Hør disse også fra Patreon: Intervju om Pulskuren med Torkil Færø Intervju med Steve Eisman Intervju med Olav Aleksander Bu Intervju med Anders Lund Intervju med Knut Erik Eldjarn (igjen) Intervju med Anders Meland Intervju med Sam Lessin Intervju med Gretchen Morgenson Intervju med Forsvarssjef Eirik Kristoffersen Intervju med forvalter Eirik Hogner Det digitalet dopet med Ole Petter Hjelle Nytt intervju med Thomas Hoenig Intervju med Torbjørn Kjus Intervju med strømanalytiker Katinka Bogaard Interju med statsmeteorolog Bente Wahl Intervju med vår egen material-ekspert Erik Intervju med vår egen AI-Yngve Intervju med Espen Agdestein Intervju med Jon Winding-Sørensen Intervju med Daniel fra Google Intervju med super-gründer Jason Cohen Intervju med Michael Every i Rabobank Intervju med Andreas Farberg i KLP Intervju med Morten Goodwin om AI Intervju med Paolo Pellegrini Intervju med superatlet Kristin Holte Intervju med general David Patreus Wayne Himelsein om finans og filosofi Gard L. Michalsen om å være gründer og media Ole Hansen fra Saxo om olje Kjetil Hatlebrekke, Etterretningstjenesten som arbeidsgiver Tor-Kristian Karlsen om fotball og penger Alexander Ellefsen om FTX Torbjørn Kjus om diesel Arcanes Vetle Lunde Andreas Steno Larsen Robin Wiggelsworth (FT) Thomas Hoenig (ex-Fed) Knut Erik Eldjarn Mark Dow Putins tidligere taleskriver Intervju med Tor Svelland i vanlig episode See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.
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
Dette er episode 241 av Tid er penger. I denne episoden snakker Peter om de dystre utsiktene det er for verden på flere nivåer, samtidig som markedene bare stiger og stiger. Det snakkes om krig, Saxos ville spådommer, kraftkabler og skattelister. Og litt AI da. På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/bullish-i-en-94482489 Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/ Hør disse også fra Patreon: Intervju med Steve Eisman Intervju med Olav Aleksander Bu Intervju med Anders Lund Intervju med Knut Erik Eldjarn (igjen) Intervju med Anders Meland Intervju med Sam Lessin Intervju med Gretchen Morgenson Intervju med Forsvarssjef Eirik Kristoffersen Intervju med forvalter Eirik Hogner Det digitalet dopet med Ole Petter Hjelle Nytt intervju med Thomas Hoenig Intervju med Torbjørn Kjus Intervju med strømanalytiker Katinka Bogaard Interju med statsmeteorolog Bente Wahl Intervju med vår egen material-ekspert Erik Intervju med vår egen AI-Yngve Intervju med Espen Agdestein Intervju med Jon Winding-Sørensen Intervju med Daniel fra Google Intervju med super-gründer Jason Cohen Intervju med Michael Every i Rabobank Intervju med Andreas Farberg i KLP Intervju med Morten Goodwin om AI Intervju med Paolo Pellegrini Intervju med superatlet Kristin Holte Intervju med general David Patreus Wayne Himelsein om finans og filosofi Gard L. Michalsen om å være gründer og media Ole Hansen fra Saxo om olje Kjetil Hatlebrekke, Etterretningstjenesten som arbeidsgiver Tor-Kristian Karlsen om fotball og penger Alexander Ellefsen om FTX Torbjørn Kjus om diesel Arcanes Vetle Lunde Andreas Steno Larsen Robin Wiggelsworth (FT) Thomas Hoenig (ex-Fed) Knut Erik Eldjarn Mark Dow Putins tidligere taleskriver Intervju med Tor Svelland i vanlig episode See omnystudio.com/listener for privacy information.
Dette er episode 240 av Tid er penger. I denne episoden snakker Peter mye om markedet fra mange perspektiver. Også om Nordpool, bitcoin, slankepiller og et Mork-sitat. På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/obskure-ting-som-94069355 Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/ Hør disse også fra Patreon: Intervju med Steve Eisman Intervju med Olav Aleksander Bu Intervju med Anders Lund Intervju med Knut Erik Eldjarn (igjen) Intervju med Anders Meland Intervju med Sam Lessin Intervju med Gretchen Morgenson Intervju med Forsvarssjef Eirik Kristoffersen Intervju med forvalter Eirik Hogner Det digitalet dopet med Ole Petter Hjelle Nytt intervju med Thomas Hoenig Intervju med Torbjørn Kjus Intervju med strømanalytiker Katinka Bogaard Interju med statsmeteorolog Bente Wahl Intervju med vår egen material-ekspert Erik Intervju med vår egen AI-Yngve Intervju med Espen Agdestein Intervju med Jon Winding-Sørensen Intervju med Daniel fra Google Intervju med super-gründer Jason Cohen Intervju med Michael Every i Rabobank Intervju med Andreas Farberg i KLP Intervju med Morten Goodwin om AI Intervju med Paolo Pellegrini Intervju med superatlet Kristin Holte Intervju med general David Patreus Wayne Himelsein om finans og filosofi Gard L. Michalsen om å være gründer og media Ole Hansen fra Saxo om olje Kjetil Hatlebrekke, Etterretningstjenesten som arbeidsgiver Tor-Kristian Karlsen om fotball og penger Alexander Ellefsen om FTX Torbjørn Kjus om diesel Arcanes Vetle Lunde Andreas Steno Larsen Robin Wiggelsworth (FT) Thomas Hoenig (ex-Fed) Knut Erik Eldjarn Mark Dow Putins tidligere taleskriver Intervju med Tor Svelland i vanlig episode See omnystudio.com/listener for privacy information.
Dette er episode 239 av Tid er penger. I denne episoden snakker Peter mye om den situasjonen som har vært i strømmarkedet i Finland. Og hvilken bil kjører forvalteren din? På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/plastvaffel-med-93623087 Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/ Hør disse også fra Patreon: Intervju med Olav Aleksander Bu Intervju med Anders Lund Intervju med Knut Erik Eldjarn (igjen) Intervju med Anders Meland Intervju med Sam Lessin Intervju med Gretchen Morgenson Intervju med Forsvarssjef Eirik Kristoffersen Intervju med forvalter Eirik Hogner Det digitalet dopet med Ole Petter Hjelle Nytt intervju med Thomas Hoenig Intervju med Torbjørn Kjus Intervju med strømanalytiker Katinka Bogaard Interju med statsmeteorolog Bente Wahl Intervju med vår egen material-ekspert Erik Intervju med vår egen AI-Yngve Intervju med Espen Agdestein Intervju med Jon Winding-Sørensen Intervju med Daniel fra Google Intervju med super-gründer Jason Cohen Intervju med Michael Every i Rabobank Intervju med Andreas Farberg i KLP Intervju med Morten Goodwin om AI Intervju med Paolo Pellegrini Intervju med superatlet Kristin Holte Intervju med general David Patreus Wayne Himelsein om finans og filosofi Gard L. Michalsen om å være gründer og media Ole Hansen fra Saxo om olje Kjetil Hatlebrekke, Etterretningstjenesten som arbeidsgiver Tor-Kristian Karlsen om fotball og penger Alexander Ellefsen om FTX Torbjørn Kjus om diesel Arcanes Vetle Lunde Andreas Steno Larsen Robin Wiggelsworth (FT) Thomas Hoenig (ex-Fed) Knut Erik Eldjarn Mark Dow Putins tidligere taleskriver Intervju med Tor Svelland i vanlig episode See omnystudio.com/listener for privacy information.
Dette er episode 238 av Tid er penger. I denne episoden snakker Peter om markedene, OpenAI, rettede emisjoner, CO2 og litt inflasjon i kjøretimer. På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/hyggelig-at-det-93234046 Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/ Hør disse også fra Patreon: Intervju med Anders Lund Intervju med Knut Erik Eldjarn (igjen) Intervju med Anders Meland Intervju med Sam Lessin Intervju med Gretchen Morgenson Intervju med Forsvarssjef Eirik Kristoffersen Intervju med forvalter Eirik Hogner Det digitalet dopet med Ole Petter Hjelle Nytt intervju med Thomas Hoenig Intervju med Torbjørn Kjus Intervju med strømanalytiker Katinka Bogaard Interju med statsmeteorolog Bente Wahl Intervju med vår egen material-ekspert Erik Intervju med vår egen AI-Yngve Intervju med Espen Agdestein Intervju med Jon Winding-Sørensen Intervju med Daniel fra Google Intervju med super-gründer Jason Cohen Intervju med Michael Every i Rabobank Intervju med Andreas Farberg i KLP Intervju med Morten Goodwin om AI Intervju med Paolo Pellegrini Intervju med superatlet Kristin Holte Intervju med general David Patreus Wayne Himelsein om finans og filosofi Gard L. Michalsen om å være gründer og media Ole Hansen fra Saxo om olje Kjetil Hatlebrekke, Etterretningstjenesten som arbeidsgiver Tor-Kristian Karlsen om fotball og penger Alexander Ellefsen om FTX Torbjørn Kjus om diesel Arcanes Vetle Lunde Andreas Steno Larsen Robin Wiggelsworth (FT) Thomas Hoenig (ex-Fed) Knut Erik Eldjarn Mark Dow Putins tidligere taleskriver Intervju med Tor Svelland i vanlig episode See omnystudio.com/listener for privacy information.
Dette er episode 236 av Tid er penger. I denne episoden snakker Peter om de sprikende signalene som markedet sender om dagen, om Norges Bank må ta drastiske grep, mer om emisjoner og noen tanker om den spinnville historien om Ray Dalio. På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/et-marked-i-92822800 Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/ Hør disse også fra Patreon: Intervju med Knut Erik Eldjarn (igjen) Intervju med Anders Meland Intervju med Sam Lessin Intervju med Gretchen Morgenson Intervju med Forsvarssjef Eirik Kristoffersen Intervju med forvalter Eirik Hogner Det digitalet dopet med Ole Petter Hjelle Nytt intervju med Thomas Hoenig Intervju med Torbjørn Kjus Intervju med strømanalytiker Katinka Bogaard Interju med statsmeteorolog Bente Wahl Intervju med vår egen material-ekspert Erik Intervju med vår egen AI-Yngve Intervju med Espen Agdestein Intervju med Jon Winding-Sørensen Intervju med Daniel fra Google Intervju med super-gründer Jason Cohen Intervju med Michael Every i Rabobank Intervju med Andreas Farberg i KLP Intervju med Morten Goodwin om AI Intervju med Paolo Pellegrini Intervju med superatlet Kristin Holte Intervju med general David Patreus Wayne Himelsein om finans og filosofi Gard L. Michalsen om å være gründer og media Ole Hansen fra Saxo om olje Kjetil Hatlebrekke, Etterretningstjenesten som arbeidsgiver Tor-Kristian Karlsen om fotball og penger Alexander Ellefsen om FTX Torbjørn Kjus om diesel Arcanes Vetle Lunde Andreas Steno Larsen Robin Wiggelsworth (FT) Thomas Hoenig (ex-Fed) Knut Erik Eldjarn Mark Dow Putins tidligere taleskriver Intervju med Tor Svelland i vanlig episode See omnystudio.com/listener for privacy information.
Dette er episode 236 av Tid er penger. I denne episoden snakker Peter om markedet som vendte oppover i sist uke, et nyttverdipapir som oppdager datamaskinen, investorer skyr grønt, det mest sannsynlige utfallet på lang sikt (du kommer ikke til å like det) og en liten samtale om verdens største hedgefond og hva i alle dager det er som skjer der. På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/risk-on-eller-92411282 Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/ Hør disse også fra Patreon: Intervju med Knut Erik Eldjarn (igjen) Intervju med Anders Meland Intervju med Sam Lessin Intervju med Gretchen Morgenson Intervju med Forsvarssjef Eirik Kristoffersen Intervju med forvalter Eirik Hogner Det digitalet dopet med Ole Petter Hjelle Nytt intervju med Thomas Hoenig Intervju med Torbjørn Kjus Intervju med strømanalytiker Katinka Bogaard Interju med statsmeteorolog Bente Wahl Intervju med vår egen material-ekspert Erik Intervju med vår egen AI-Yngve Intervju med Espen Agdestein Intervju med Jon Winding-Sørensen Intervju med Daniel fra Google Intervju med super-gründer Jason Cohen Intervju med Michael Every i Rabobank Intervju med Andreas Farberg i KLP Intervju med Morten Goodwin om AI Intervju med Paolo Pellegrini Intervju med superatlet Kristin Holte Intervju med general David Patreus Wayne Himelsein om finans og filosofi Gard L. Michalsen om å være gründer og media Ole Hansen fra Saxo om olje Kjetil Hatlebrekke, Etterretningstjenesten som arbeidsgiver Tor-Kristian Karlsen om fotball og penger Alexander Ellefsen om FTX Torbjørn Kjus om diesel Arcanes Vetle Lunde Andreas Steno Larsen Robin Wiggelsworth (FT) Thomas Hoenig (ex-Fed) Knut Erik Eldjarn Mark Dow Putins tidligere taleskriver Intervju med Tor Svelland i vanlig episode See omnystudio.com/listener for privacy information.
Watch previous episode with Michael Every here.Take the survey here.It's hard to take seriously the voices that tilt towards doomsday scenarios when all it is is ill-informed pessimism coming from someone desperate enough to double down on conviction for a win. The lesson in the boy who cried wolf was for the boy, after all.What if the boy had great, long-distance vision, though? We've just been ignoring someone trying to help us. My guest today is not the boy in the story. He's a cogent voice calling out from the wilderness, warning us the tide's just shifted, and perhaps it's time to prepare. Read more here...______________________Take The Home Buyers Blueprint: Get a better home; Get a better mortgage.Sign up to the KiwiSaver Millionaire Roadmap: From 6 figures to 7; Get a Rockstar Retirement!Sign up to New Wealth Foundations here: Personal finance from a wealth-builder's perspective.Thanks to Easy Crypto, New Zealand's most trusted crypto brand and what Darcy Ungaro uses.Book in a free 15-min phone call with Darcy Ungaro (financial adviser)- click on this link.Get SocialSign up to the newsletter!YouTube InstagramTikTok: @theeverydayinvestorwww.nzeverydayinvestor.comInstagramYouTubeDarcy UngaroLinkedInTwitter: @UngaroDarcywww.ungaro.co.nz________________________Affiliate Links!I may receive a financial benefit if you click on these links.HatchSharesies
In this episode, Dan reconnects with a former colleague and marketing communications collaborator, Michael Morris. A world traveler who has spent his career putting purpose at the forefront of everything he does, Michael recently co-founded Denmark-based Engagement Lab, an advisory firm specializing in behavioral insights, brand building, competitive positioning, and strategic communications – and focused exclusively on businesses in the green transition. Dan and Michael dig into the importance of purpose and serendipity in career decisions as they explore Michael's fascinating story. Early in his career, during a stint in Ghana that didn't go according to plan, Michael realized that being a communicator gave him a unique role in bringing purpose to life, not just for himself but for his company and colleagues as well. His later work with World Vision propelled him on a purpose-driven path that continued through his work at MHI Vestas Offshore Wind, helping improve the lives of others through strategic communication. Through their conversation... Discover the road to fulfillment and maximum impact in your career, guided by purpose and authentic communication. Uncover the value hidden in networks and mentorships and how they unlock doors to personal and professional growth. Grasp the transformative power of empathy in fostering genuine relationships, elevating marketing communications to new heights. Understand the game-changing role of energy transition and sustainability in setting new standards for careers and businesses. Delve into the fascinating interplay between AI and the writing landscape, highlighting the tightrope balance between creativity amplification and preservation. Notable Quotes: “It's important for us to recognize poignant moments when they happen.” – (8:21), Michael “Every person that you meet is a whole new door to who knows what else.” – (11:00), Dan “I choose to believe that things happen for a reason because if only because then I'm more aware of when things happen and who I'm meeting with.” – (17:44), Michael “Let's make sure that we're doing our best to have continuity between the internal experience and the external messaging.” - (37:08), Michael “Because of tech, you don't have an internal announcement and an external announcement, you have an announcement.” – (40:40), Michael “Your work is made better by cultivating and integrating your peripheral interests.” – (1:00:07), Michael “AI doesn't care about the truth.” – (1:09:00), Michael About Dan Nestle The Dan Nestle Show (libsyn.com) Daniel Nestle | LinkedIn The Dan Nestle Show | Facebook Dan Nestle | Twitter About Michael Morris Engagement Lab - Website Michael Morris - Linkedin The key moments in this episode (as generated by my AI buddy, Capsho) are: 00:00:00 - Introduction, 00:00:19 - The Power of Purpose, 00:04:14 - Michael's Journey, 00:08:30 - Working with Purpose, 00:15:12 - The Heartbreaking Reality in Sub-Saharan Africa, 00:16:50 - Embracing Serendipity and Openness, 00:19:42 - The Power of Storytelling in Communications and Marketing, 00:21:08 - The Superpower of Connecting Dots and Cultivating Empathy, 00:26:15 - Engagement Lab: Facilitating Connection and Empathy, 00:31:22 - Overview of Communication Scope, 00:32:47 - Communication Challenges in the Energy Transition, 00:33:27 - Identifying Needs in the Energy Transition Space, 00:35:05 - Importance of Founding Values and Employee Engagement, 00:36:23 - Internal Communications and External Messaging, 00:47:31 - Dealing with Impatience and Inspiration, 00:48:24 - The Ambivalence of Gen X, 00:49:39 - Embracing a Balanced Approach, 00:51:51 - The Long-Term Nature of the Energy Transition, 00:54:02 - Acknowledging the Benefits of Power, 01:02:54 - Introduction to Barrett Road and its Agile Approach, 01:03:25 - The Impact of AI on Writing and Creativity, 01:05:34 - AI's Potential to Replace Writers and Artists, 01:09:15 - AI's Lack of Commitment to Truth and Connection, 01:13:30 - Embracing AI as a Tool and Making Writing More Efficient, 01:17:13 - The Power of Technology in Graphic Design and Artistry, 01:18:37 - Unleashing Creativity with AI, 01:19:44 - Experience and Career Advantages in the Age of AI, 01:20:31 - Connecting with Michael Morris and Engagement Lab, 01:21:29 - Gratitude and Encouragement Timestamped summary of this episode (also presented as generated by Capsho): 00:00:00 - Introduction, Dan Nestle introduces the podcast and his guest, Michael Morris, a strategic communications professional with a passion for purpose-driven work. 00:00:19 - The Power of Purpose, Dan and Michael discuss how purpose can transform a career and bring fulfillment. They emphasize the importance of recognizing pivotal moments and connecting with instrumental people along the way. 00:04:14 - Michael's Journey, Michael shares his journey from working in Ghana to traveling across Africa with World Vision. He highlights the impact of experiencing adversity and how it shaped his commitment to work with purpose. 00:08:30 - Working with Purpose, Michael and Dan discuss the significance of purpose finding you rather than the other way around. They emphasize the importance of human-to-human connections and being open to opportunities for making a positive impact. 00:15:12 - The Heartbreaking Reality in Sub-Saharan Africa, The guest discusses the heartbreaking stories of children dying from diarrhea in sub-Saharan Africa. He emphasizes the importance of addressing this issue and highlights the work done by World Vision. He also encourages listeners to support organizations like World Vision. 00:16:50 - Embracing Serendipity and Openness, The conversation shifts to the concept of serendipity and the importance of being open to unexpected opportunities. The guest shares his belief that things happen for a reason and encourages listeners to recognize pivotal moments in their lives. This mindset is crucial for success in the creative field and helps in building connections and empathy with others. 00:19:42 - The Power of Storytelling in Communications and Marketing, The guest explains how storytelling plays a vital role in communications and marketing. The goal is to persuade, convince, or change minds by using the power of story and imagery. Being open to connections and embracing serendipity is essential in effectively reaching and engaging with different audiences. 00:21:08 - The Superpower of Connecting Dots and Cultivating Empathy, The guest discusses the superpower of connecting dots that others may not see. This ability to find connections is essential in the creative field and contributes to success. It is driven by empathy, which requires mental energy and the ability to put oneself in someone else's shoes. 00:26:15 - Engagement Lab: Facilitating Connection and Empathy, The guest introduces Engagement Lab and 00:31:22 - Overview of Communication Scope, The guest explains that their communication services are broad but limited to engagements that include upfront research. Their specialization is in the energy transition sector. 00:32:47 - Communication Challenges in the Energy Transition, The guest highlights the communication challenges faced by energy transition companies, such as assuming everyone believes in their mission without considering the need for effective communication and understanding of alternative solutions within the renewables industry. 00:33:27 - Identifying Needs in the Energy Transition Space, The guest emphasizes the tremendous need for effective communication within the energy transition sector, especially for rapidly scaling companies. They discuss the strain on culture, values, and internal communications as businesses grow. 00:35:05 - Importance of Founding Values and Employee Engagement, The conversation explores the significance of founding values and employee engagement in growing firms. Companies need to ensure continuity and alignment between internal culture and external messaging to maintain employee satisfaction and trust. 00:36:23 - Internal Communications and External Messaging, The guest discusses the importance of internal communications and how they influence external messaging. They stress the need for consistency and alignment between the internal experience and the external image portrayed to stakeholders. 00:47:31 - Dealing with Impatience and Inspiration, The conversation explores the dilemma of balancing impatience and inspiration in the face of climate change. It discusses the need for companies, leaders, communicators, and marketers to be inspirational while counteracting people's impatience about the state of the world. 00:48:24 - The Ambivalence of Gen X, The hosts discuss their generation's ambivalence towards various issues but acknowledge the importance of passionate individuals working in renewable and climate change-related industries. They emphasize the need for these individuals to see the bigger picture and the importance of focusing on specific areas and products to effect change. 00:49:39 - Embracing a Balanced Approach, The conversation emphasizes the importance of living with urgency and passion, while also maintaining a pragmatic view of the technology and practicalities involved in the energy transition. They highlight the need to blend the inspiration of environmentalists with the knowledge and understanding of technology experts. 00:51:51 - The Long-Term Nature of the Energy Transition, The hosts discuss the reality that the energy transition is a long-term process rather than an overnight fix. They acknowledge the need for political action to accelerate the transition but emphasize that it requires time, investment, and a willingness to explore and embrace multiple solutions. 00:54:02 - Acknowledging the Benefits of Power, The conversation acknowledges the historical benefits of power and energy in improving people's lives, despite the negative environmental impacts. They highlight the need for a cleaner and 01:02:54 - Introduction to Barrett Road and its Agile Approach, Michael Morris discusses Barrett Road, a family business known for its tight-knit group and agile approach in client engagements. 01:03:25 - The Impact of AI on Writing and Creativity, Michael shares his thoughts on how AI technology, such as Chat GPT, is impacting the writing process. He believes that while AI can enhance writing, the journey of exploration and creativity is what truly makes writing powerful. 01:05:34 - AI's Potential to Replace Writers and Artists, The question of whether AI will replace writers and artists is explored, with different opinions ranging from full replacement to AI being a tool for augmentation. Michael leans towards the idea of humans staying in control of the writing process for a more meaningful connection with the audience. 01:09:15 - AI's Lack of Commitment to Truth and Connection, Michael highlights the importance of truth and empathy in writing and how AI lacks the commitment to these aspects. He emphasizes the human-to-human connection and engagement that good writing brings. 01:13:30 - Embracing AI as a Tool and Making Writing More Efficient, While acknowledging the benefits of AI in enhancing writing skills and accessibility, Michael suggests finding a balance between using AI as a tool and maintaining the journey of research and personal growth that comes with writing. He encourages writers to embrace AI while still staying in control of the process. 01:17:13 - The Power of Technology in Graphic Design and Artistry, The guest expresses his surprise at the quality of work produced by AI tools like Mid Journey and Dolly, despite not having a background in graphic design. He highlights the potential for these technologies in the energy transition and cautions about the need for fact-checking. 01:18:37 - Unleashing Creativity with AI, The guest shares an example of how Chat GPT was used to discuss the carbon credit controversy in Shakespearean style, showcasing the creative possibilities of AI. He emphasizes the importance of humans in competing with AI and hopes that these technologies won't displace people in the value chain. 01:19:44 - Experience and Career Advantages in the Age of AI, The guest acknowledges that his and the host's experience and position in their careers protect them from being displaced by AI. He encourages others to find ways to compete with AI and expresses hope for the future. 01:20:31 - Connecting with Michael Morris and Engagement Lab, The host provides information on how listeners can connect with Michael Morris on LinkedIn and mentions the upcoming launch of the Engagement Lab website. He encourages readers to explore the work of Engagement Lab in the energy transition. 01:21:29 - Gratitude and Encouragement, The guest expresses his gratitude for the conversation and praises the host for incorporating different elements of his life into the podcast. The host reciprocates the appreciation and encourages listeners to subscribe and leave reviews. *Notes were created by humans, with help from Capsho, my preferred AI show notes assistant.