NNuggets
BookmarksCollections
NuggetsMarket PulseCollections
Nuggets(2,059)Market Pulse(352)

Filters

1 selected

Content format0/4

Subject domain0/9

Subtopic0/24

1 filters applied

Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 7 of 7

Source
GeopoliticsIran WarMacros
+44 more tags
Michael Every
Middle East
Podcast
US / West

Michael Every: The Global Order Is Breaking Down | Podcast

"there are serious you know military academics which which exist and historians who would argue that we're already in World War III" - Michael Every [00:00:00]

"if you start from the premise that the market will solve all problems and resolves everything and that you don't need to take any political action at any point well you're not going to be…

View Full Article
UJ
Mar 18, 2026
Source
Crude Oil & EnergyGeopoliticsIran War
+55 more tags
LatAmMacro / EconomicsMichael EveryMiddle EastPodcast

Grand Macro Strategy Behind Venezuela and Iran - Most Important Conflict in 50 years? Michael Every

"Iran obviously together with the Middle East around it is around 20% of global oil flows 30% of fertilizer flows key sulfur and and helium flows too and whoever can control that really has the whip hand..." - Michael Every [00:04:08]

"if it retreats from here now even if oil prices go down and everyone breathes a sigh of relief the US would have…

View Full Article
UJ
Mar 18, 2026
Source
AICommoditiesCraig Tindale
+55 more tags
GeopoliticsMacro / EconomicsMichael EveryPodcastTechnology

AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22 | Nate Hagens

"Markets won't work this out because market forces the way that we understand them are not at play... you're dealing with another side which is prepared to produce everything at a loss in perpetuity in order to achieve that control." - Michael Every [00:00:12]

"Economic statecraft really begins with making you ask that simple question of what do you…

View Full Article
UJ
Mar 14, 2026
Source
Rabo BankReportMichael Every
+77 more tags
FinanceWall StreetMacro / EconomicsHistoryReport, Blogs & InsightsGeopolitics

https:///https://media.rabobank.com/m/196401aa2a27dda2/original/global_strategy_list-ing_the_cans_of_mercantilism.pdf?utm_medium=email&utm_term=N%2FA&utm_source=dynamics-rr&utm_campaign=1

List-ing the 'Cans' of the Mercantilists by Michael Every (Rabo Bank)

View Full Article
UJ
Feb 21, 2026
Source
EconomicsGeopoliticsHistory
+66 more tags
Macro / EconomicsMichael EveryRabobankReportReport, Blogs & InsightsUS / West

List-ing the 'Cans' of the Mercantilists, And where Trumpism sits in historical terms | 12 May 2025 | Michael Every

"Mercantilism is back: the new version focuses not on accumulating silver or gold but national productive power - and it's thriving." - Michael Every

"The principle of comparative advantage... would be greatly modified if capital and population were perfectly mobile... the tendency of capitalists to move their funds to the most profitable employment would counteract the benefits..." - **David…

View Full Article
UJ
Feb 20, 2026
Source
GeopoliticsInvestmentMacros
+33 more tags
Michael EveryPodcastUS / West

"Globalization Has Failed" Declaration By USA = MASSIVE Change Is Ahead | Michael Every | Adam Taggart

"What we called the liberal world order, which was not liberal, it was not the whole world, and it was not very orderly... is really being reinvented in real time. And that means massive structural change in almost every dimension of our lives." — Michael Every [00:01](https://www.youtube.com/watch?v=6sTkt0dtxF4&t=1s)

"We have spoken about this as being a game of Risk... The winning…

View Full Article
UJ
Feb 15, 2026
Source
Economic StatecraftGeopoliticsMacro / Economics
+88 more tags
MacrosMichael EveryMonetary PolicyPodcastRabo BankThe Grant Williams PodcastUS / WestUSA

The Grant Williams Podcast Ep. 115 - Michael Every

"Trump is trying to do a reverse Gorbachev and swing back to something that looks a little bit more Soviet and a little bit less American... he's trying to take a system... which is overly weighted towards consumption and financialization and which... is no longer the industrial power that it once was." — Michael Every…

View Full Article
UJ
Feb 11, 2026
US / West