Global strategist, Rabobank
3 dated public stances tracked since 2026-02-19, most recently 2026-09-26. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Michael Every's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Michael Every is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-02-19 | GOLD | bearish | +9.2% | +13.3% | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| DEFENSE | 1 | | 1 bullish | 2026-09-26 |
| GOLD | 1 | | 1 bearish | 2026-02-19 |
| OIL | 1 | | 1 bullish | 2026-09-24 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-09-26
DEFENSE
bullish
Macro Voices · video
The hardening of US-versus-China-Russia-Iran-North Korea geopolitical blocs is forcing every Western nation — Canada, NATO Europe, South Korea, Japan — to remilitarize, and any tactical nuclear use would sharply accelerate defense budget expansion worldwide
“just how much people would have to spend on defense afterwards”
MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (part 2)
2026-09-24
OIL
bullish
Macro Voices · video
Current oil price decline is based on unjustified hope for peace while geopolitical escalation in the Middle East and Russia-Ukraine is far more likely than resolution, meaning the risk premium is structurally underpriced
“unless we are now pricing for peace in our time...you are just hoping”
MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle
Said again: 2026-09-24 (Macro Voices), 2026-09-25 (Macro Voices), 2026-09-26 (Macro Voices)
2026-02-19
GOLD
bearish
Macro Voices · video
USD stablecoins backed by T-bills are positioned to displace gold's monetary role by expanding rather than replacing fiat, undermining the fiat-collapse thesis that drives the gold bull case and leaving little room for two competing new monetary architectures…
“Is there really room in the marketplace for that and for gold at the same time?”
90d +9.2% · 180d +13.3%
MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft
Idea Scout Weekly
Every Sunday: who said what across the tape we track —
1766 voices, 5,177 episodes and articles —
with side-flips and points of disagreement called out. Free.
How we track it.
Free · double opt-in · unsubscribe in one click
Follow an investor and their newest stances lead The Brief, the free morning email; these pages update every morning.