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Michael Every

Type: Macro Analyst Tracked appearances: 12

Validated speaker economic statecraft

global macro and geopolitical regime shifts

Analyzed appearances 12

Latest appearance 2026-07-19 09:29

Most seen on Adam Taggart | Thoughtful Money®

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Economic vision

global macro and geopolitical regime shifts

Reliability notes

Admin-validated speaker with linked X / Twitter profile.
Preview built from 12 analyzed appearances.
Latest tracked appearance: 2026-07-19 09:29.
Most often seen on Adam Taggart | Thoughtful Money®.

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Themes and assets

economic statecraft 2 Asset-class rotation stocks to commodities 1 Breakdown of the old global political/economic/financial architecture 1 Central bank independence vs. national security imperatives 1 Collapse of US-led rules-based order 1 critical minerals 1 Economic statecraft and national security as the new macro framework 1 Economic statecraft vs economic policy 1

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Transcript previews

Every analyzed appearance we have for this speaker, newest first. Open any transcript preview to read the underlying transcript.

4000% Silver Rally! Every Silver & Gold Stacker Needs To Watch This | Michael Oliver

US government bond crisis

Preview:Michael Oliver argues that a major asset-class shift from overvalued stocks into historically cheap commodities is already underway, driven by an impending US government bond crisis. He sees the stock market completing a "laborious top" similar to 2000 and 2007, while gold and silver are pricing in inevitable Fed money-printing to defend collapsing Treasury bonds. His core call: investors should rotate into commodities and monetary metals before the bond crisis becomes widely recognized.

The Julia La Roche Show

Michael Every

2026-07-07 09:13

Michael Every: Economic Statecraft Changed Everything, Old Playbook Is Dead, New Era Begins

Economic statecraft and national security as the new macro frameworkBreakdown of the old global political/economic/financial architectureCentral bank independence vs. national security imperatives

Preview:Michael Every, global strategist at Rabobank, argues the old market playbook is dead — everything from GDP to CPI to central banking is now a subset of "economic statecraft," where national power and security drive outcomes. He contends that one-size-fits-all interest rate policy is incompatible with national security needs, rates will trend structurally higher, and the Strait of Hormuz situation remains unresolved with conflict likely to return after the US midterms. He sees opportunities in sectors tied to national security restructuring but warns that government intervention will cap profit margins in strategic industries.

Adam Taggart | Thoughtful Money®

Michael Every

2026-06-16 10:00

Can We Trust This US-Iran "Peace Deal"? | Michael Every

Iran nuclear program

Preview:Adam Taggart interviews Michael Every about the reported US-Iran ‘peace deal,’ but the discussion is really about how uncertain and potentially performative the agreement is, and what it could mean for geopolitics, oil, trade routes, and the broader shift from globalization to nationalism/mercantilism. Every’s core view is that the headline sounds bigger than the actual substance; the nuclear issue, proxy groups, and Hormuz remain unresolved, and the real outcome is still probability-weighted rather than settled.

Nate Hagens

Michael Every

2026-06-12 08:00

The Strait of Hormuz Closure Is Messier Than You Think with Michael Every | TGS 223

Preview:Michael Every argues that the Strait of Hormuz crisis is a structural geopolitical rupture, not a normal headline-driven event. His base case is that the strait remains functionally disrupted for months, because ideology and regime logic make a quick deal unlikely, and because every apparent “reopening” claim is unreliable. He believes the fallout will spread through energy, shipping, finance, and supply chains, accelerating a shift toward blocs, rationing, industrial policy, and a more mercantilist world.

ABC News (Australia)

Michael Every

2026-06-10 03:45

Risk of new energy shock as escalating US-Iran hostilities shake fragile ceasefire | The Business

Hormuz shipping risk

Preview:The speaker argues that the US-Iran ceasefire is fragile and that oil markets are being temporarily cushioned by reserve drawdowns, lower Chinese imports, and unofficial barrels still moving through Hormuz. In his view, the calm is temporary: once reserves or suppressed demand stop offsetting the disruption, markets could reprice violently, likely sometime in late northern-hemisphere summer.

WTFinance

Michael Every

2026-03-13 12:00

Grand Macro Strategy Behind Venezuela and Iran - Most Important Conflict in 50 years? Michael Every

Venezuelagrand macro strategy

Preview:Michael Every argues that the Iran crisis is a test of whether the US can convert geopolitical pressure into lasting control over key commodity chokepoints. He treats Venezuela as the warm-up, Iran as the pivot, and the potential outcome as either a stronger US-led bargain or a more fragmented, dangerous multipolar world.

Nate Hagens

Michael Every

2026-03-04 08:00

AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22

critical mineralsrare earth supply chainseconomic statecraft

Preview:This interview argues that rare earths, critical materials, energy, and industrial capacity—not just markets or money—are now central to geopolitics, and that the West has largely mispriced that reality. Craig Tindale emphasizes choke points in mining, refining, and supply chains, while Michael Every frames the shift as economic statecraft: states are competing through industrial policy, tariffs, controls, and strategic coercion rather than free-market logic alone. The conversation then broadens into AI, arguing that its biggest near-term effects may be on defense, energy demand, and the exposure of how fragile modern systems are, not simply on office-job automation.

Adam Taggart | Thoughtful Money®

Michael Every

2026-02-12 11:00

"Globalization Has Failed" Declaration By USA = MASSIVE Change Is Ahead | Michael Every

globalizationmercantilismJapan

Preview:Michael Every argues that the post–liberal world order is being replaced by a more explicitly managed, mercantilist system built around blocs, industrial policy, and controlled capital flows. He thinks the U.S. is trying to construct a Fortress Americas, deepen integration with allies like Japan, pressure Europe to accept a second-fiddle role, and use trade, defense, and capital coordination to rebalance the system.

Soar Financially

Michael Every

2025-08-23 15:00

4D Chess: Dollarizing the World by the Back Door I Michael Every

Ukraine peace talks and geopolitical scenariosUS-China strategic competition and tariff dynamics

Preview:Michael Every (Rabobank global strategist) joins host Kai on Soar Financially for a dense, wide-ranging discussion on the "meta" geopolitical chess game reshaping global markets. Every argues the old macro playbook is dead: the US is simultaneously reordering trade (tariffs), security (reverse Marshall Plan demanding allies pay up), and the monetary system (stablecoins as a dollarization back door) — all while trying to pivot to Asia to confront China. On Ukraine, he sees a frozen conflict as the best-case scenario, with darker possibilities including Chinese involvement. On stablecoins, he frames them not as desperation but as a revolutionary tool to dollarize emerging economies at the consumer level. His bottom line for investors: extreme caution — he cannot recall a more uncertain period, and advises hedging across multiple binary scenarios. No specific asset recommendations beyond safe-haven positioning.

WTFinance

Michael Every

2025-05-14 11:00

The New Geopolitical System Will Change Everything with Michael Every

US-China trade war and 90-day tariff truceEconomic statecraft vs. economic policyFree trade theory critique (Smith, Ricardo, mercantilism)

Preview:Michael Every, global strategist at Rabobank, lays out his "economic statecraft" thesis: the world is shifting away from free-market economics toward zero-sum geopolitical competition centered on US-China rivalry. Reacting to breaking news of a 90-day US-China tariff truce, he argues this is a tactical ceasefire, not a strategic retreat — both sides will use the window to stockpile and rearm supply chains before the trade war resumes. He critiques free trade theory itself (Smith and Ricardo both hedged), explains why mercantilist China cannot be beaten by more free trade, and warns markets are in denial about the structural regime change underway. The interview touches pharma price controls, the dollar outlook, Europe's rearmament challenge, and India's role as a potential supply-chain fulcrum.

Soar Financially

Michael Every

2025-03-22 15:00

4D Chess: Dollarizing the World by the Back Door I Michael Every

Economic statecraft vs economic policyCollapse of US-led rules-based orderEuropean strategic irrelevance and rearmament

Preview:Michael Every, global strategist at Rabobank, lays out his meta-geopolitical framework: the world has shifted from economic policy to "economic statecraft," where political, military, and economic tools are wielded together for national interests. The US-led rules-based order is crumbling into a multipolar world. He argues this is a secular shift, not a Trump blip, and that Europe holds almost no cards, though rearmament could change that over years. On markets: stocks were overpriced, the transition rewards those who understand the meta picture; the dollar isn't going away but will be wielded differently; gold above $3,000 is the real signal; and the bond market reflects two competing narratives about whether there's a deliberate plan or chaos.

Adam Taggart | Thoughtful Money®

Michael Every

2025-02-23 11:00

The New Geo-Political Era Is Changing EVERYTHING...But Wall Street Is BLIND To It | Michael Every

mercantilism vs globalizationeconomic statecraftTrump trade policy

Preview:Michael Every argues that the world is moving out of a 40–50 year globalization regime and back toward mercantilism, protectionism, and overt economic statecraft. He says markets are badly underpricing this shift because investors are exhausted by the pace of geopolitical headlines and are waiting for proof rather than repricing for scenarios that could already be in motion. The result, in his view, is a fragile setup where assets can stay mispriced for a while and then reprice violently when the new regime becomes undeniable.

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