The Mercantilism Juggernaut Continues To Steamroll Across The World | Michael Every

Markets are completely unprepared for the coming geopolitical shocks

Today's guest predicted -- years in advance -- the shift away from globalization towards nationalism/mercantilism by the world's major countries.

Well, now that the previously unipolar globe is in the process of fracturing into multiple power and trading blocks, what does he see coming next?

To find out, we ask the man himself.

We're very fortunate to sit down again today with Michael Every, global strategist at Rabobank.

Michael predicts many more shocks lie ahead for the global economy -- and that today's richly valued markets are completely unprepared for them.

Understanding this mercantilist dynamic will be key to investing success going forward — so this is an important discussion to pay attention to, folks.

To watch it, click here or on the video below:

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Adam’s Notes: Michael Every (recorded 6.5.25)

EXECUTIVE SUMMARY:

• Mercantilist World in Flux: Michael Every describes 2025 as a world in flux, shifting from globalism to mercantilism, with nations prioritizing sovereignty and power, driven by ideological clashes and economic imbalances.

• Trump’s Neo-Mercantilism: Trump’s rapid, disruptive policies (tariffs, deregulation, border control) align with mercantilist goals but lack coordinated execution, risking short-term market volatility despite long-term strategic gains for America.

• Global Nationalist Surge: Nationalist leaders (e.g., Trump, Milei, Meloni, Wilders) reflect a rebellion against globalization’s inequalities, with the trend likely to persist as globalist elites fail to address structural flaws.

• Key Friction Points: Critical geopolitical flashpoints include