Can We Trust This US-Iran "Peace Deal"? | Michael Every

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com The trend change away from globalization towards nationalism and mercantilism continues around the world. For the man who predicted this over a decade in advance, what does he see ahead for both geopolitics and the global economy? We're very fortunate to sit down again today with Michael Every, global strategist at Rabobank. This important interview was recorded just a few hours after the US-Iran Memorandum of Understanding was agree to. Will it stand? And what should we expect from such a deal? To hear Michael’s expert analysis, watch this video. Follow Michael on X at @theMichaelEvery #peacedeal #iranwar #geopolitics 0:00 – Breaking News: Trump Announces US-Iran Peace Deal 2:16 – How Significant Is This Peace Deal? 2:36 – “Peace” and “Deal” Are Doing Heavy Lifting – Michael’s Skeptical Take 3:13 – Details, Uncertainties & Iranian State Media Claims 5:07 – Negotiating with a Fractured Iranian Government (IRGC vs. President) 5:52 – Bilateral Talks vs. Regional Round Table (Pakistan as Middleman, GCC, Israel) 8:38 – Gulf States’ Post-War Stance Toward Iran – More United or Hedging? 10:36 – Alternative Pipelines & Plan B Infrastructure 11:49 – Likelihood of Expanded Abraham Accords 12:27 – Competing Regional Visions (IMEC Corridor, China, BRICS, mBridge) 15:30 – Probability & Impact of a Non-Nuclear Iran 20:50 – Reopening the Strait of Hormuz – Short & Long-Term Outlook 27:56 – Will Iran Defund Its Terror Proxies (Hezbollah, Houthis)? 29:25 – Lebanon Conflict, Israel-Hezbollah Dynamics & US Pressure on Israel 34:20 – Possibility of Internal Regime Change or Positive Cascade in Iran 37:40 – Who Is More Wounded – US or Iran? Economic vs. Strategic Assessment 42:20 – Iran’s Resilience, Theocratic Strength & Population Suffering 45:33 – US Military Superiority, Moral Restraint & Knockout Capability 47:43 – Implications for US-China-Russia Power Dynamics & Energy Strategy 52:20 – Shifting Focus to the Western Hemisphere (Monroe Doctrine 2.0) 53:50 – Cuba, Venezuela, Latin America Elections & Quick Wins for the US 56:44 – Dollar Outlook, De-Dollarization & Brent Johnson Milkshake Theory 1:01:21 – The Inevitable Shift to Nationalism & Mercantilism 1:02:28 – Key Sectors to Watch: Supply Chains, Energy, Commodities & Defense _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video. Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosure Thoughtful Money Agreement: https://thoughtfulmoney.com/agreement IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2026 Thoughtful Money LLC. All rights reserved.