U.S. Energy Position and Refinery Constraints

Global macro strategist Michael Every of Rabobank joins Peter Boghossian to dissect how conflict in the Middle East is fracturing global energy markets, exposing the fatal flaw in mainstream economic models: They assume everything returns to normal.

From the Strait of Hormuz and dollar dynamics to "reverse perestroika" and the Taiwan question, Every builds a geopolitical and financial framework most analysts refuse to confront. This is the kind of conversation that makes the comfortable assumption of stability look like willful blindness. Click here for more Peter Boghossian.