

The World Order Is Fraying. Will The Global Economy Survive? | Michael Every
Dec 17, 2023
Michael Every, Global Strategist at Rabobank, discusses the shifting dynamics of the global economy, with a focus on the rise of nationalism and the reversal of globalization. He emphasizes the need for a new operating framework and expresses concern that we may not adopt the right policies in time to avoid conflict and crisis. The podcast also explores the challenges of disentangling supply chains from China, the importance of industry and tariffs in shaping the US economy, and the potential for a more equitable economic system.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 4min
Dangers of the Federal Reserve's Actions
04:02 • 20min
The Challenges of Disentangling Supply Chains and Reshoring
23:59 • 4min
The Importance of Industry, Tariffs, and National Focus in Shaping the US Economy
28:16 • 2min
Towards a More Equitable Economic System
30:12 • 16min
Shifting Dynamics of the Global Economy
45:48 • 18min
Investing in Your Feet: The Ground-Up Approach to Health and Wealth
01:03:36 • 3min
Reflections on Michael's Insights and Market Cycles
01:06:36 • 2min
Market Addiction to Monetary Policy Moves
01:08:39 • 26min