The System Built After WWII Is DONE I Michael Every

Global strategist Michael Every of Rabobank joins us for an expansive and thought-provoking conversation on the tectonic geopolitical and economic shifts shaping our world. From the collapse of the post-WWII order to the rise of economic statecraft, we break down the emerging multipolar world, the future of Europe. We also dive into the bond market, U.S. dollar dominance, and what this all means for investors navigating unprecedented macro uncertainty.
#geopolitics #europe #globalmarkets

👨‍💼 Guest: Michael Every
🏢 Company: Global Strategist, Rabobank
🌎 https://www.rabobank.com/ 
𝕏 @TheMichaelEvery
📺 @RabobankGroup
📅 Recording date: March 19th, 2025

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Timestamps (AI generated)
0:00 – Intro & Guest Welcome
0:53 – Geopolitical Shifts & Economic Statecraft
2:01 – End of Economic Policy & Rise of National Interests
6:32 – Europe’s Strategic Dilemma
11:09 – Multipolar World Order & Global Power Centers
16:45 – The EU’s Role & Relevance in a Changing World
22:00 – Rearmament, Inflation, and Political Economy
31:00 – The Middle East, Iran, and US-Russia Dialogue
36:30 – China’s Long Game & Supply Chain Dominance
40:50 – North Korea’s Role in Global Tensions
43:00 – Macro, Micro & Market Confusion
45:10 – Bond Yields, Inflation, and Trump’s Economic Model
48:30 – U.S. Dollar Strategy & Global Liquidity Squeeze
51:45 – Mar-a-Lago Accord & The Big Picture

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