Thoughtful Money with Adam Taggart

Geopolitics & Investing Will Be A LOT More Complicated From Here On | Michael Every, Rabobank

May 5, 2024

Global Strategist Michael Every from Rabobank discusses the evolving geopolitical landscape, the impact on global prosperity, and the complexities of navigating geopolitical shifts in investments. Emphasis on protectionism trends, Europe's geopolitical maze, and strategies for addressing uncertainties in the market. Insightful reflections on personal finance advice, Federal Reserve's rate hikes, and investment strategies.

01:40:10

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Episode guests

Michael Every

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Episode notes

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Quick takeaways

Protectionism and mercantilism are reshaping global dynamics, posing geopolitical challenges.

Developed markets are resembling emerging markets, signaling a fundamental shift in economic landscapes.

Adopting a well-executed protectionist strategy involves tailored policies and hybrid approaches for economic sustainability.

Investment strategies must anticipate inflation, focus on assets like TIPS, and cautiously engage in commodity investments.

Deep dives

Geopolitical Shift Towards Protectionism and Mercantilism

The podcast episode delves into the global shift towards protectionism and mercantilism, highlighting three key arguments. The first argument centers on the resurgence of protectionism and mercantilism leading to geopolitical challenges. The second argument discusses how developed markets are resembling emerging markets, hinting at a fundamental shift. Lastly, the podcast emphasizes the importance of classical economic thinking over contemporary financial perspectives in navigating the complexities of the evolving landscape.

Introduction

1min

Navigating Geopolitical Fractures in Global Prosperity

21min

Navigating Europe's Geopolitical Maze

8min

Navigating Geopolitical Shifts in Investments

15min

Navigating Geopolitical Strategies and Investments

13min

Closing Reflections and Gratitude for Insightful Discussion

2min

Personal Finance Advice and Real-World Experience: A Perspective on Investing

2min

Blending Passion and Realism for Personal Growth

3min

Federal Reserve's Stance on Rate Hikes and Quantitative Tightening

9min

10.

Financial Market Analysis and Investment Strategies

21min

11.

Discussion on Extreme Movements in Systems and Investment Opportunities

2min

12.

Promotion of Upcoming Events and Interview with Jan Van Eck

2min

Since today's guest was last on this program back in December, the world has continued to fracture geopolitically.

Where is that trend taking us?

And what will the impact be on global prosperity?

The majority of folks who watch this Thoughtful Money channel are primarily from the US, Canada, Europe and Australia.

So to provide a perspective from a non-Western point of view, I'm pleased to welcome Michael Every back onto the program.

Michael is Global Strategist at Rabobank, and joins us from Thailand.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

#geopolitics #trade #investing

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Thoughtful Money with Adam Taggart

Geopolitics & Investing Will Be A LOT More Complicated From Here On | Michael Every, Rabobank

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Geopolitical Shift Towards Protectionism and Mercantilism

Impact on Global Prosperity and Geopolitical Fractures

Necessary Strategy: Doing Protectionism Right

Investment Implications in a Changing Landscape

Impact of Geopolitics on Market Strategy

Lessons on Financial Investments and Street Smarts

Market Analysis on Fed Policy Update and Earnings Season

Market Developments in Gold, Silver, Bitcoin, and Yen

Get the Snipd
podcast app

AI-powered
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Discover
highlights

Save any
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Thoughtful Money with Adam Taggart

Geopolitics & Investing Will Be A LOT More Complicated From Here On | Michael Every, Rabobank

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Geopolitical Shift Towards Protectionism and Mercantilism

Impact on Global Prosperity and Geopolitical Fractures

Necessary Strategy: Doing Protectionism Right

Investment Implications in a Changing Landscape

Impact of Geopolitics on Market Strategy

Lessons on Financial Investments and Street Smarts

Market Analysis on Fed Policy Update and Earnings Season

Market Developments in Gold, Silver, Bitcoin, and Yen

Get the Snipdpodcast app

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Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
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highlights

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