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Thoughtful Money with Adam Taggart
What Does An "America First" World Look Like? | Michael Every
Nov 17, 2024
Michael Every, Global Strategist at Rabobank, discusses the rise of nationalism and its implications for the global economy following Donald Trump's return to power. He explores how this 'America First' agenda may reshape trade dynamics, highlighting the strategic use of tariffs and the interplay between major economies. John Lodra and Mike Preston provide insights into market movements and the necessity of hedging strategies amid shifting sentiments. The conversation reveals both opportunities for investors and the risks that come with protectionist policies.
01:24:46
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Quick takeaways
- The global economy is shifting from globalization to mercantilism and protectionism, significantly influenced by the resurgence of the 'America First' agenda.
- Investment opportunities are emerging in sectors like local manufacturing and infrastructure as nations prioritize their own economic interests over collaboration.
Deep dives
Current Global Economic Landscape
The global economy is at a critical juncture, characterized by a mix of opportunities and risks. This situation is underscored by the election results in the U.S., where a shift toward nationalism and protectionism is becoming increasingly evident. The rise of leaders promoting America First policies signifies a changing global economic strategy, moving away from globalization towards mercantilism. Various regions and demographic groups will experience divergent paths, with some faring well while others may struggle, leading to a fragmented economic structure moving forward.
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