Markets COMPLETELY Unprepared For Coming Geopolitical Shocks | Michael Every

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Jun 8, 2025

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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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.

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.

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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WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's guest predicted -- years in advance -- the shift away from globalization towards nationalism/mercantilism by the world's major countries.Well, now that the previously unipolar globe is in the process of fracturing into multiple power and trading blocks, what does he see coming next?To find out, let's ask the man himself.We're very fortunate to sit down again today with Michael Every, global strategist at Rabobank.Michael predicts many more shocks lie ahead for the global economy -- and that today's richly valued markets are completely unprepared for them.#geopolitics #globalization #mercantilism _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.