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WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com 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, let's 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. READ Michael's report on neo-mercantilism for free at http://thoughtfulmoney.com/every Or follow him on X at @the michaelevery #geopolitics #globalization #mercantilism 0:00 - Musk-Trump feud and global tensions 2:20 - World in mercantilist flux 9:22 - Mercantilism vs. globalism defined 14:47 - Nationalist surge and globalist pushback 20:06 - Larry Fink’s globalization rethink 24:56 - Tweaking globalism’s impact on America 28:30 - Trump’s mercantilist playbook 31:42 - Sovereign Wealth Fund proposal 38:58 - America’s strategic mercantilist edge 44:06 - Geopolitical flashpoints 49:20 - Trump’s tariff strategy 50:49 - Forcing China’s concessions 53:47 - China’s ascent post-concessions 56:31 - Middle East and US-China talks 59:51 - BRICS alliance weakness 1:01:11 - US-European alliance risks 1:04:36 - Mercantilism’s market impact 1:11:02 - Following Every’s work 1:14:37 - Closing and viewer guidance _____________________________________________ 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 © 2025 Thoughtful Money LLC. All rights reserved.