Connecting the Dots w/ Farzin Irani
What if everything you’ve been told about GDP, Economic growth, and Global markets is incomplete?In this powerful interview, macro strategist Michael Every breaks down the real purpose of GDP, the systemic reset underway in the global economy, and how geopolitics —not markets —is now the primary driver of change.We explore the rise of BRICS, US-China tensions, energy crises, monetary policy shifts, and the fragmentation of the global system and what it all means for investors, sovereign nations, and the future of power dynamics.This conversation challenges conventional thinking and reveals why understanding macro strategy and geopolitical risk is essential in today’s world. 🔍 In This Interview:✔ The hidden purpose of GDP and national resilience✔ Why the global economy is undergoing a systemic reset✔ Geopolitics vs economics: what really drives markets✔ US vs China and the future of global power✔ Energy crises and resource control✔ The future of central banks and interest rate policy✔ Why current economic models are breaking down 👤 About Michael Every:Macro strategist at Rabobank, known for his sharp insights on global economics, geopolitics, and market structure.🌐 LinkedIn: https://linkedin.com/in/michael-every-38983214📊 Rabobank Research: https://knowledge.rabobank.com/ 📈 Why This Matters:We are entering a new era where economic policy, energy security, and geopolitical strategy are deeply intertwined. Understanding these shifts is critical for navigating what comes next.Useful Links:🌐 Business Website: https://www.successsimplified.life/📊 Take the FREE ‘Sovereign Wealth’ Diagnostic Quiz here - https://www.successsimplified.life/sovereign-wealth-diagnostic-optin👤 https://linktr.ee/farziniraniChapters:00:00 Seeing the Structure03:40 Meet Michael Every05:04 What Is GDP For08:59 Beyond the Cycle10:13 Geopolitics Drives Markets10:56 From Globalization to Blocs14:01 Power Over Policy15:40 War Outcomes and BRICS18:18 Tail Risks and Market Blindness19:57 US China Resource Chessboard24:05 When Government Spending Works27:27 Two Speed Interest Rates32:30 Central Banks and Credit Steering33:25 Targeted Lending Ideas34:24 Credit Rationing Returns35:34 Central Banks New Mandate37:31 Rate Cuts Versus Reality39:09 Models Ignore Energy Shocks42:51 Cross Disciplinary Frameworks44:26 Diesel Shortages Wake Up Call45:50 Why Institutions Fail Forward48:57 Bipolar World Order Debate52:35 Turning Points Middle East52:58 Books And Life Advice54:54 Defining Success And Wrap UpMichael every, Michael every interview, macro strategy, geopolitics, global economy, GDP explained, what is GDP, global reset, economic reset, world order, new world order, US China relations, BRICS, energy crisis, global markets, macro investing, central banks, interest rates, economic collapse, monetary policy, geopolitical risk, future of economy, financial system, global power shift, middle east, iran war, geopolitics, gold, silver, stablecoins, USD, Eurodollar, Rabobank.
26 episodios
Comentarios
0Sé la primera persona en comentar
¡Regístrate ahora y únete a la comunidad de Connecting the Dots w/ Farzin Irani!