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REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/confe... Today's guest predicted -- years in advance -- the shift away from globalization towards nationalism by the world's major countries. With nationalist leaders rising to power over recent years, and the US officially declaring at Davos last month that "globalization has failed", what does he see coming next? To find out, let's ask the man himself. We're very fortunate to sit down again today with Michael Every, global strategist at Rabobank. Follow Michael at https://www.rabobank.com/knowledge Or on X at @TheMichaelEvery #mercantilism #globalization #geopolitics 0:00 - Key Geopolitical Trends Overview 4:07 - Japanese Election and Taka Ichi's Victory 5:44 - Japan's Economic Shifts: Inflation and Debt 6:46 - Global Financial Implications from Japan 8:16 - Japan-China-Taiwan Geopolitics and US Ties 10:09 - Monroe Doctrine 2.0 and Fortress Western Hemisphere 12:39 - Potential US Deals with China/Russia on Taiwan/Ukraine 16:18 - Taiwan's Political Movement for Reintegration 17:52 - China's Long Game and Taiwan's Possible Choice 18:18 - Winning Hearts and Minds in Taiwan 19:59 - US National Security Strategy in Latin America 22:55 - Distinguishing New Model from Traditional Mercantilism 26:29 - Personal Views on the New Model's Benefits 30:35 - Globalism vs Mercantilism: Star Trek vs Star Wars 32:29 - David Ricardo and Comparative Advantage 36:40 - Trump's Method to the Madness 41:22 - State's Thumb on the Scale in Mercantilism 46:25 - Capital Flows and Trade Deals 47:27 - Best Positioned Player: America's Strengthening Position 55:42 - Europe's Direction Over the Next Decade 59:54 - Strategic Advice for Europe 1:02:41 - Success Likelihood of Donroe Doctrine 1:04:51 - Fortress America's Growth Prospects 1:06:24 - Countries Voluntarily Becoming US Territories 1:09:54 - Commodities' Brighter Future 1:11:57 - Dollar's Waxing and Waning Prospects 1:13:54 - Stablecoins as a Dollar Game-Changer 1:15:31 - Investing Themes and Volatility Advice 1:18:20 - Where to Follow Michael Every 1:21:46 - Parting Counsel for a Crazy Year _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2026 Thoughtful Money LLC. All rights reserved.