4D Chess: Dollarizing the World by the Back Door I Michael Every

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------------👨‍💼 Guest: Michael Every🏢 Company: Global Strategist, Rabobank🌎 https://www.rabobank.com/𝕏 @TheMichaelEvery📺 @RabobankGroup📅 Recording date: August 23rd, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us ◄◄X (Twitter): http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/---------------------Time Stamps (AI-generated) 00:00 Old playbook is dead – the meta matters01:05 Ukraine “peace talks” or frozen conflict?02:30 Russia, China, U.S. – competing motives04:00 BRICs vs West – shifting alliances05:20 Tariffs as geopolitical weapons06:00 U.S. vs. China: fight for top dog07:00 Reverse Marshall Plan explained08:20 Stablecoins + monetary reset10:00 Pivot to Asia – flashpoints ahead11:00 Why tariffs won’t be resolved soon13:00 Inflation vs deflation pockets14:30 The Fed, stagflation & politics18:00 Stablecoins vs CBDCs – key difference24:00 Trump bans CBDCs, backs stablecoins25:00 China’s yuan-stablecoin push28:00 Global imbalances – U.S. vs China29:30 Every’s final advice: stay cautious*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.