What Does An "America First" World Look Like? | Michael Every

What Does An "America First" World Look Like? | Michael Every

When today's guest was last on this program back in May, he predicted we'd see continued momentum geopolitically away from globalization and towards mercantilism and protectionism. That has proven to be the case worldwide, and particularly so for the US, where Donald Trump has just regained the Presidency with a clear mandate to pursue an "America First' agenda. How is this wave of nationalism around the world likely to impact the global economy? What are the biggest opportunities it may open up for investors? And what are its biggest risks? To discuss, we're fortunate to be able to spend the next hour with Michael Every, Global Strategist at Rabobank, who joins us from Thailand. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

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Time To Start Getting REALLY Bullish? | Tom McClellan

Time To Start Getting REALLY Bullish? | Tom McClellan

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceTechnical analyst Tom McClellan is poised to become "bullis...

17 Syys 1h 22min

SPECIAL REPORT: Fed Hikes Rates! | Axel Merk

SPECIAL REPORT: Fed Hikes Rates! | Axel Merk

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe Fed just hiked its policy rate for the first time since 2023.How important is this?An...

17 Syys 1h 12min

The Truth About China: Collapsing & Conquering? | Peter Alexander

The Truth About China: Collapsing & Conquering? | Peter Alexander

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWesterners see China imperfectly, cautions China analyst Pe...

15 Syys 1h 42min

Luke Gromen & Darius Dale: How Close To The End Are We?

Luke Gromen & Darius Dale: How Close To The End Are We?

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceTwo of the sharpest minds in macro & markets return for a d...

13 Syys 1h 50min

We're Going To Pay A Heavy Price For Creating A Generation Of Speculative Drunkards | Lance Roberts

We're Going To Pay A Heavy Price For Creating A Generation Of Speculative Drunkards | Lance Roberts

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWe are sowing the seeds of a societal crisis by pushing you...

12 Syys 1h 39min

Bonds To Reverse Soon As Yields Approach 'Line In The Sand'? Michael Lebowitz

Bonds To Reverse Soon As Yields Approach 'Line In The Sand'? Michael Lebowitz

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe yield on the US Treasury 10-year bond is now dangerousl...

10 Syys 56min

Knock-On Effects Could Make This Worse Than The Dot-Com Bust | David Rosenberg

Knock-On Effects Could Make This Worse Than The Dot-Com Bust | David Rosenberg

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceVeteran of the Dot-Com bubble & bust, award-winning researc...

6 Syys 1h 36min

With Buybacks Ending, A Market Correction Is Not Off The Table | Lance Roberts

With Buybacks Ending, A Market Correction Is Not Off The Table | Lance Roberts

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceAs of today, the stock market is now entering the blackout ...

5 Syys 1h 40min

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