The Grant Williams Podcast The Grant Williams Podcast Ep. 115 - Michael Every FULL EPISODE
90 snips
Feb 9, 2026 
Michael Every, senior macro strategist at Rabobank known for linking economics with national security. He argues the post-Cold War liberal order is fracturing. Topics: a 'reverse Gorbachev' strategy to rebuild industry and military, melding treasury-led economic statecraft with higher inflation and intervention, supply-chain choke points, stablecoins as geopolitical tools, and the politics of reindustrializing allies.
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Track Practical Signals Of Policy Shift
- Watch for policy signs: Treasury dominance, tariffs, export controls, subsidies, and capital controls as execution markers.
- Use those signals to reassess portfolio, geopolitical exposure, and inflation vulnerability.
Suez As A Historical Parallel Today
- Grant Williams likens the 1956 Suez moment to current U.S. moves against European influence like Greenland.
- He argues Suez signaled the end of Britain's great‑power financial primacy; current actions show Europe's geopolitical decline.
Life In Russia After The Soviet Collapse
- Michael Every recounts living in Russia after the Soviet collapse and witnessing extreme hardship and social collapse firsthand.
- He describes steep drops in life expectancy and widespread alcoholism during the chaotic 1990s transition.