Exploring the potential implications of a Trump re-election on fiscal policy, debt, and interest rates, including predictions based on opinion polls and potential tariff implementations. The chapter examines contrasting economic models and possible consequences of reshaping economic policies towards domestic production and a neo-Hamiltonian re-industrialization policy. Emphasizing the importance of understanding geopolitical risks, the discussion highlights the complexities of global events and the significance of a multifaceted approach in analyzing the current global landscape.
On this episode, Nate is joined by financial analyst Michael Every to discuss global macro trends in economics, politics, and social movements. By taking a wide-view lens of current events, we can better see how seemingly isolated events interconnect and what mainstream economic theories tend to miss. What do rising political tensions and dissatisfaction around the globe amidst increasing GDP tell us about the accuracy of our economic measures? How much are geopolitical conflicts and supply chain disruptions contributing to current inflationary pressures? And what can we learn from current economic models as we steer towards a new system with lower energy throughput in a multipolar world?
About Michael Every:
Michael Every is Global Strategist at Rabobank Singapore analyzing major developments and key thematic trends, especially on the intersection of geopolitics, economics, and markets. He is frequently published and quoted in financial media, is a regular conference keynote speaker, and was invited to present to the 2022 G-20 on the current global crisis. Michael has lived and worked in 9 countries and been in the industry for nearly 25 years, with previous roles at Silk Road Associates, the Royal Bank of Canada, and Dun & Bradstreet. He holds a BA from Lancaster University, and a master’s degree from University College London.
Watch on YouTube: https://youtu.be/F_DhZaVoflA
More info, and show notes: https://www.thegreatsimplification.com/episode/118-michael-every