Less Noise, More Signal Global Strategist Michael Every: Our Liberal World Order is breaking down. Here’s what’s to come
May 5, 2025
In a thought-provoking conversation, global strategist Michael Every shares his insights on the unraveling liberal world order and its repercussions for finance and geopolitics. He critiques traditional macroeconomic models, advocating for a more sophisticated understanding of complexities like technology, trade, and inequality. Every highlights the disruptive potential of emerging technologies and demographic challenges, while questioning conventional wisdom about investments, the prospect of war, and the future of global trade amidst a volatile landscape.
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Macro Irrelevance Today
- Macroeconomic indicators are often irrelevant due to their lag and backward-looking nature.
- We are at a crossroads with stackable geopolitical outcomes making traditional forecasting laughable.
Liberal World Order Collapsing
- The liberal world order is collapsing due to high domestic and international inequality and the weakening security architecture.
- This system repeats past mistakes proudly and arrogantly, leading to systemic breakdown.
Market Limits and Morality
- Neoliberal economics ignores systemic inequalities and human psychology, leading to widening domestic and international inequality.
- Markets alone don't solve societal problems; morality and political structures are essential constraints.