Michael Every

Michael Every, global strategist at Rabobank Research, offers big-picture geopolitical and market analysis. Lyn Alden, investment strategist and founder of Lyn Alden Investment Strategy, discusses macro, energy, and inflation. They dig into Iran-related disruptions and multipolar shifts. They cover oil-driven economic pain, persistent versus transient inflation, and strains in private credit markets.

Art Berman, a veteran petroleum geologist; Michael Every, a geopolitical strategist; and Izabella Kaminska, a finance editor, discuss the ever-shifting landscape of energy and global power. They dive into the complexities of deindustrialization and military spending, exposing the fragile relationship between trust and disinformation. The conversation also touches on the implications of AI and quantum technology in warfare, and how today's geopolitical tensions reflect historical patterns. Expect insights on how citizens can navigate the turbulent waters of global leadership.

Michael Every, Rabobank’s Global Head of Macro Strategy, blends macro and geopolitical savvy in a brisk conversation. He explores economic statecraft, the Fed’s strategic role, and how dollar stablecoins could steer global capital. The discussion also covers US policy moves, election-driven timing, and risks of monetary fragmentation.

Michael Every, a global strategist in economics at Rabobank, shares his insights on markets and geopolitical tensions. He discusses the impact of the Trump-Putin summit on the Ukraine conflict and analyzes U.S.-EU relations. Every critiques the interplay between monetary policy and market dynamics, offering predictions about the U.S. dollar and sector shifts, particularly in tech stocks. He also explores the complexities of tariffs, oil prices, and provides a detailed outlook on commodities like gold, uranium, and copper.

Financial analyst Michael Every joins Nate Hagens to discuss global macro trends, economic accuracy, inflationary pressures, and the shift towards a new economic system with lower energy throughput. They critique mainstream economic models, explore Modern Monetary Theory's impact, and highlight the implications of a Trump re-election on fiscal policy. The conversation also touches on societal motivations, wealth inequality, and the need for a holistic approach to address current meta crises.

In this fascinating discussion, Luke Gromen, founder of Forest For The Trees, and Michael Every, global strategist at Rabobank Singapore, delve into the high-stakes implications of the upcoming U.S. presidential election. They explore the potential economic strategies of both Kamala Harris and Donald Trump, focusing on the future of the U.S. dollar and military power's impact on global stability. The conversation also addresses China's use of gold and NATO's actions in Ukraine, examining their effects on international financial relationships and energy resources.

Michael Every, a global strategist for Rabobank, shares his keen insights on today's pressing economic and geopolitical issues. He discusses the complex relationship between Trump's policies and market volatility, highlighting U.S.-China relations and investment restrictions. Every dives into the rise of global populism rooted in economic discontent and critiques executive orders affecting cryptocurrency markets. He also explores macro trading strategies amid market swings, offering essential tips for navigating this unpredictable landscape.

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.

Michael Every, a Global Strategist for Economy and Markets at Rabobank, dives into the implications of a potential Trump 2.0 presidency on market volatility. He emphasizes the link between geopolitical shifts, especially regarding U.S.-China relations, and financial market movements. The conversation highlights the significance of tariffs in shaping economic strategies and the changing perceptions in Europe about the U.S. Every also touches on the intricacies of reshoring manufacturing and the critical role of Rabobank in sustainable agriculture.

In this insightful discussion, Michael Every, a global strategist at Rabobank, delves into the evolving dynamics of US-China relations and the implications for global markets. He analyzes China's export controls and recent geopolitical tensions, illustrating how these factors influence military and economic strategies. Michael also forecasts the bifurcation of supply chains and highlights the growing importance of dollar stablecoins. With thoughts on investment strategies, he urges listeners to navigate the shifting landscape between Team US and Team China.