Interview recorded - 16th of May, 2023

On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Every, Global Strategist at Rabobank. 

During our conversation we spoke about the key macro drivers, why Geopolitics is a growing issue, what this means for the potential of a new Cold War and which assets will protect wealth during this period. I hope you enjoy!

0:00 - Introduction
0:35 - Key macro drivers for the start of the year
2:05 - What is geopolitics?
4:10 - Why is geopolitics going to be an issue?
9:00 - How will mercantile trade wars impact world economy?
12:05 - On-shoring/friend-shoring will not be easy
16:10 - Services costs to decrease and goods increase?
21:30 - Retirees rely on asset prices?
24:30 - China conflict and future cold war?
29:35 - Will the current US Dollar system change?
36:15 - What assets perform in the coming years?
40:30 - Government backed loans to vital industries?
44:40 - One message to take away from our conversation?

Michael Every is a Global Strategist at Rabobank. He analyses major financial developments and contributes to the bank’s various economic research publications for internal and external customers and to the media.

Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London.

Michael holds a Masters degree in Economics (with distinction) from University College London and speaks a smattering of languages, including Thai.

Michael Every - 

Website - https://www.rabobank.com/knowledge/our-experts/011085368/michael-every
LinkedIn - https://sg.linkedin.com/in/michael-every-38983214

WTFinance -

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iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
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