Less Noise, More Signal

The End of the One-World System Has Started | Michael Every

• Pascal

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0:00 | 45:23

In this episode, Pascal Huegli and global strategist Michael Every share their contrarian perspective on the collapsing liberal world order, recent geopolitical developments, and implications for markets. Dive into the complex web of economic statecraft, military escalation, and how history can inform our understanding of current risks. 

 

Chapters: 

00:00 Intro 

01:49 Summary of Recent Geopolitical Unfoldings 

06:31 US Strategy in the Iran Conflict 

11:25 Potential Escalation and Worst-Case Scenarios 

16:49 US and Iran: Motivations and Goals 

21:07 US-China Power Dynamics and Resource Control 

27:51 Energy Markets Under Strain and Differentiation 

32:05 War, Winners, and Global Power Shifts 

40:06 Implications for Global Geopolitics and Strategy 

43:03 Strategic Thinking for Portfolio Managers 

 

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#geopolitics, #USstrategy, #Iranconflict, #energymarkets, #globalpower, #economicstatecraft, #China, #warescalation, #energy prices, #macrostrategy 

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