Michael Every, a global strategist at Rabobank known for his insights on globalization's decline, dives into the unpredictable landscape of geopolitics and market dynamics. He discusses how rising nationalism is reshaping international relations and hints at more economic shocks ahead. The conversation navigates the implications of U.S. strategies, the stark contrast in debt situations between the U.S. and China, and the disconnect between market valuations and geopolitical realities. Every urges investors to reconsider their strategies amidst these turbulent times.
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insights INSIGHT
Global Flux Between Old and New
The world is in flux as old globalist systems refuse to die and new mercantilist structures struggle to be born.
Political and economic tensions across regions reflect this clash and emerging realignments.
insights INSIGHT
Globalization Is Over
Larry Fink declared globalization is over and advocated for a fairer system with fewer trade imbalances.
This shift implies a more equal society but will disrupt supply chains, currencies, and capital markets.
insights INSIGHT
America's Strategic Strength
America still holds a strong strategic position despite market pessimism.
Market declines do not necessarily reflect America's geopolitical strength in the evolving global game.
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