Macro Voices

MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)

1h 1min

Michael Every discusses the escalating geopolitical tensions between the US and China, framing conflicts in Ukraine, the Middle East, and East Asia as part of a broader US-China Cold War. He highlights risks of a potential Taiwan invasion, energy coercion through diesel export bans, and destabilizing moves like Canada planning for a US invasion. Every warns that the US is strategically depleting its resources while China uses open-source AI to undermine American tech dominance.

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✨ Key Takeaways

1

Every argues that the US diesel export ban could lead to economic coercion, forcing allies to 'kiss the ring' for fuel access, while destabilizing global energy markets.
2

Canada's military war-gaming a US invasion reveals extreme tail risks of geopolitical drift, with Every noting that economic disengagement from the US would devastate Canada's high-value exports.
3

China's strategy includes open-source AI models to undercut US frontier labs, potentially with hidden backdoors, mirroring Cold War tactics of copying and undermining superior technology.
4

Every warns of a potential US first-strike nuclear offensive against Iran if Israel tensions escalate, citing breakthroughs in fortified underground facilities that conventional weapons cannot destroy.

💬 Notable Quotes

"Do you really think the US is going to accept a Canada which drifts away from it geopolitically, starts doing deals with China, maybe, or with Europe, and then who knows where Europe goes in the future, and have a long, open, undefended border with it? That doesn't make any sense geostrategically."

— Michael Every
"If you are a product of the private sector in the energy sector and understand how it works, you would be opposed to that measure as a headline act. But in a Cold War, markets are not necessarily best for national security."

— Michael Every
"The US already had far fewer resources than it liked to think it did. It was like a guy in his mid-50s suddenly waking up and realizing... I'm not 30 anymore."

— Michael Every