Conversations with Peter Boghossian Is the World Sleepwalking Into a Global End Game? | Michael Every
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Mar 26, 2026 
Michael Every, global macro strategist at Rabobank known for geopolitical and financial analysis, breaks down how Middle East conflict is rattling energy markets and exposing flawed economic models. He maps dollar dynamics, Strait of Hormuz risks, and the idea of 'reverse perestroika.' Short, sharp takes on escalation incentives, supply-chain fragility, and interconnected global theaters.
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Price Signals Don't Guarantee Physical Supply
- Global markets can price a commodity yet not reflect physical availability during conflict.
- Michael Every explains Brent at ~$100 while Asian transacted prices reach ~$150 and some fuels can be unavailable regardless of price.
Mean Reversion Models Hide Systemic Dominoes
- Mainstream economic models assume mean reversion and miss cascading real-economy domino effects.
- Every warns these models can't capture second-to-fifth order effects when real goods (energy, fertilizer, helium) are disrupted.
Middle East Energy Is Central To U.S. Power Rebuild
- Control of Middle Eastern energy is central to U.S. reverse-perestroika strategy to reindustrialize and reassert global power.
- Every argues winning Gulf influence secures energy pricing in dollars and unlocks wider geopolitical dominoes for Trump-era strategy.