How Trump's Grand Plan Either Succeeds Wildly .. or End in War | Rabobank's Michael Every

25/11/2025 29 min Episodio 165
How Trump's Grand Plan Either Succeeds Wildly .. or End in War | Rabobank's Michael Every

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Episode Synopsis

Most analysts see chaos in Trump's tariffs and Fed threats. Michael Every sees calculated statecraft, a deliberate strategy to remake both the US economy and the global order. 

The question isn't whether Trump has a plan, but whether the world can survive it. Michael reveals how stablecoins, Bitcoin reserves, and supply chain warfare form pieces of a grand strategy that either secures American hegemony for decades, or, forces a confrontation no one wants.

This conversation explores: 
→ Why Trump's "chaos" is actually economic statecraft with a specific endpoint 
→ How dollar stablecoins and a Bitcoin reserve could reshape global finance entirely 
→ The coming Fed transformation that will redefine what "independent" central banking means 
→ Why commodity supply chains in Africa and Latin America may become the next battlefield

Chapters:
00:00 - Introduction
02:37 - The Method Behind Trump's Apparent Madness 
06:09 - From Consumer Nation to Industrial Powerhouse 
08:07 - The US Debt Problem Nobody Understands
10:09 - What's Coming Next: The Real Transformation Begins 
11:10 - The Federal Reserve's Coming Revolution
14:10 - Asset Prices in the New Paradigm 
16:10 - The Fatal Flaw in "Just Buy US Assets"
18:55 - Stablecoins: The Weapon You're Not Watching 
22:10 - Bitcoin's Role in the Grand Strategy
24:23 - When Economic Statecraft Becomes Military Statecraft
26:10 - Can the Republican Vision Survive Beyond Trump?
27:13 - The US-China "Peace" That's Actually an Arms Race
28:58 - How to Position Yourself for What's Coming 

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