4D Chess: Dollarizing the World by the Back Door I Michael Every
Michael Every, Global Strategist at Rabobank, returns to tackle the meta forces shaping our world. From Ukraine’s frozen conflict, to China’s role in peace talks, to 90-day tariff rollovers, reverse Marshall Plans, and the rise of dollar-backed stablecoins—this is not just economics, it’s 4D chess.
We cover: geopolitics reshaping markets, U.S. vs. China as the defining rivalry of the century, what tariffs really mean for inflation, the Fed’s limits in stagflation, and whether stablecoins will rewrite the global financial order. Every explains why the old playbook is dead—and why caution is the only safe strategy in this uncertain era.
#Geopolitics #Markets #Gold
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👨💼 Guest: Michael Every
🏢 Company: Global Strategist, Rabobank
🌎 https://www.rabobank.com/
𝕏 @TheMichaelEvery
📺 @RabobankGroup
📅 Recording date: August 23rd, 2025
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Time Stamps (AI-generated)
00:00 Old playbook is dead – the meta matters
01:05 Ukraine “peace talks” or frozen conflict?
02:30 Russia, China, U.S. – competing motives
04:00 BRICs vs West – shifting alliances
05:20 Tariffs as geopolitical weapons
06:00 U.S. vs. China: fight for top dog
07:00 Reverse Marshall Plan explained
08:20 Stablecoins + monetary reset
10:00 Pivot to Asia – flashpoints ahead
11:00 Why tariffs won’t be resolved soon
13:00 Inflation vs deflation pockets
14:30 The Fed, stagflation & politics
18:00 Stablecoins vs CBDCs – key difference
24:00 Trump bans CBDCs, backs stablecoins
25:00 China’s yuan-stablecoin push
28:00 Global imbalances – U.S. vs China
29:30 Every’s final advice: stay cautious
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#Geopolitics #Markets #Stablecoins #BRICS #Gold #China #USvsChina #Ukraine #Tariffs #Fed #Stagflation #Dollar #GlobalEconomy #Investing #CurrencyWars #ReverseMarshallPlan #CBDC #Macro #4DChess #SoarFinancially
