Episode Details

Michael Every on the breakdown of the old global order, the return of hard power, and why traditional market thinking may no longer be enough. In this first interview of the Future of Gold series, we explore why geopolitics, energy, military strategy, and capital markets are now deeply intertwined. Michael explains why the so-called rules-based order may be ending, why Europe is increasingly exposed, why markets may be unable to price the world ahead, and why investors need to think beyond the old playbook. We also discuss the US-China struggle, the risk of broader conflict, the fragility of Europe’s position, energy chokepoints, inflation, rearmament, and what all of this means for markets and portfolio strategy.

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