Macro Voices
Macro Voices
Hedge Fund Manager Erik Townsend
MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)
1 hour 1 minutes Posted Sep 25, 2026 at 4:30 pm.
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Show notes
They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America into a U.S.-led bloc against a China–Russia–Iran–North Korea axis, and how fears of a 2027 Taiwan move, AI supremacy, and tactical nuclear escalation are reshaping markets, capital flows, and national security.
 
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