The Shift from Globalization to Nationalism in Trade

GET MICHAELS FREE ARTICLE ON STATECRAFT at https://thoughtfulmoney.com/wp-content/uploads/2025/02/global_strategy_us_economic_statecraft_days_of_future_past.pdfWhen today's guest was last on this program back in Nov, he predicted we'd see continued momentum geopolitically away from globalization and towards mercantilism and protectionism.That has proven to be the case worldwide, and particularly so for the US, where Donald Trump's "America First' agenda has kicked off at warp speed -- shocking citizens, allies and enemies alike with its violent & swift disruption of what was Business As Usual just a month ago. How is this wave of nationalism around the world likely to impact the global economy?What are the biggest opportunities it may open up for investors? And what are its biggest risks?To discuss, we're fortunate to be able to spend the next hour with Michael Every, Global Strategist at Rabobank, who joins us from Thailand.Michael, thanks so much for taking time out of your busy morning to join us.Follow Michael at https://www.rabobank.com/knowledgeOn LinkedIn at https://www.linkedin.com/in/michael-every-38983214/?originalSubdomain=sgOr on X at @themichaelevery