This Macro Voices episode features an interview with Michael Every, global strategist at Rabobank, discussing the rapidly changing geopolitical landscape. The conversation covers President Trump's recent actions, including executive orders impacting investment strategies, tariffs on Canada and Mexico, and the creation of a US sovereign wealth fund. Every analyzes the implications of these events for markets, suggesting strategies like straddles and vol plays to navigate the uncertainty. He also comments on the global rise of populism and its potential impact on the European Union and the US-China relationship, emphasizing the need for investors to understand the broader geopolitical context. A key takeaway is Every's advice to take President Trump seriously but not literally, highlighting the unpredictable nature of current events and the need for flexible investment strategies.
