Michael Every: The Global System Is Coming Apart

About this episode

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, Ukraine and China—and how a further escalation could test NATO, disrupt energy infrastructure and rapidly overturn assumptions embedded in financial markets. Michael explains why Washington is shifting between military, political and economic pressure, including sanctions, dollar weaponisation and new methods of supporting the US Treasury market. The discussion then turns to stablecoins, demand for…