# Michael Every
Principais episódios de podcast
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Top podcast episodes featuring michael every.
Michael Every: The Global System Is Coming Apart
Alexej Jordanov speaks with Rabobank strategist Michael Every about a global system increasingly driven by statecraft, military power and control over physical resources rather than conventional market forces.
They examine whether the United States is becoming overstretched across Iran, Russia, Uk…
#789: Stablecoins Are Replacing the Petrodollar with Michael Every
Michael Every breaks down the reverse perestroika thesis reshaping macro and geopolitics in 2026. Marty and Michael cover the Iran war, Russia-Ukraine escalation risk, Venezuela and the Dunroe Doctrine, China's automation-driven job losses, structural inflation from the diesel and refined product s…
Kaos Theory Episode 14: Lakshmi Sreekumar
Welcome to KAOS THEORY — a podcast collaboration between Grant Williams and me that focuses on the intersection of Macroeconomics and Geopolitics in an increasingly disorderly world.
9/5/26: Episode 14 — Lakshmi Sreekumar
On this episode of KAOS Theory, Grant Williams and I welcome Lakshmi Sreekuma…
USDJPY breakdown despite firm US jobs data
Today, most interesting to note that the positive US jobs report was unable to inspire sustained new highs in US treasury yields or spark a US dollar rally, with USDJPY even breaking down below critical support to start the week as US markets are closed for the extended Labor Day holiday. Elsewhere…
Trump desperation grows ahead of midterms. US yields pop ahead of CPI.
Today, we note the fresh pop in US treasury yields to new cycle highs after the Treasury market buyback and Treasury Secretary Bessent's posturing failed to shore up confidence. Elsewhere, it was a rather negative day for risk sentiment on the latest aggravated rise in crude oil prices and that ris…
Rabbit Season, Duck Season
Inside you are two wolves. One (Michael Every) looks at Washington and sees a plan. The other (Jacob) looks at the same info and sees chaos. Somewhere north of both is the sovereign nation of Canada - a country discovering what it actually costs to step away from Washington and forge out on its own…
Geopolitics could continue to dog this market for a long while yet.
Today, a run through the outlook for crude oil with Saxo Head of Commodity Strategy Ole Hansen as we face a key week ahead, given Iran's bid for a 7-day negotiation window with the US. More with Ole on natural gas, the El Niño status and impacts and gold. Elsewhere, a run through the macro and rate…
The Grand Design: What If the Chaos Is the Strategy?
The Grand Design: What If the Chaos Is the Strategy?
Most commentary treats this year as chaos.
A raid in Caracas. A war with Iran. Russian refineries burning. A diesel shortage spreading across continents. Allies preparing for a future without Washington.
The usual story is that none of this conne…
Stress levels are rising if still not flashing red.
Today, a look back at another dicey day for risk sentiment as global bond yields continued to ratchet higher as we head into month-end and quarter-end with possible portfolio rebalancing in the mix after a remarkable period for fixed income. Elsewhere, our overall global risk indicator is under the…
Globalization Is Back (Sort Of): DHL’s Data, Forced-Labor Tariffs and Rabobank’s Michael Every
Globalization is apparently back, according to DHL, a company with absolutely no stake in the matter. Its latest globalization tracker has globalization at a record high in 2025 and goods trade growing in the first half of 2026 at its fastest pace in 15 years (Covid rebound aside). Meanwhile, US-Ch…
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Obrigado por ajudar a manter a base de dados dos podcasts atualizada.
