KAOS THEORY Kaos Theory Episode 9: Michael Every
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Apr 1, 2025 
Michael Every, Rabobank's Global Strategist, delves into the decline of the post-WWII Liberal World Order and the rise of Economic Statecraft. He discusses the historical context of power shifts, particularly the challenges posed by China’s demographic and economic strategies. Every explains the implications of U.S. trade barriers and tariffs as tools to reshape global dynamics. He also highlights the maritime capabilities gap between the U.S. and China, emphasizing how this affects geopolitical tensions and the future of international governance.
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Maritime Power
- Declining US shipbuilding capacity, especially the merchant marine, undermines military hegemony.
- This is because commercial shipbuilding supports military capacity.
China's Rise
- America's economic focus led to overlooking China's communist nature and integrating them into the world trade system.
- This was driven by naivety, hubris, greed, and relying on economic advice in foreign policy.
Rule Breaker
- The US must become a rule breaker, using tactics like tariffs, to maintain its position in the changing world order.
- Traditional free trade rules cannot be maintained while engaging with countries focused on economic statecraft.