Intelligence Matters: The Relaunch

Michael Allen speaks with Dr. Ryan Berg, Director of the Americas Program and Head of the Future of Venezuela Initiative at the Center for Strategic and International Studies (CSIS), about the stunning aftermath of the U.S. military intervention in Venezuela. Ryan breaks down the high-stakes Delta Force raid that successfully captured Nicolas Maduro for trial in New York—an operation that lasted only two hours. Dr. Berg also explores the strategic necessity of the U.S. naval presence in the Caribbean and the administration's new oil policy, which involves the U.S. marketing Venezuelan oil to benefit both nations. Finally, Dr. Berg takes a closer look at the broader implications for regional security and the immense challenges of managing the transition in a post-Maduro Caracas.  

In this special episode marking one million downloads for the podcast, Jeremy Bash speaks with David Shedd, former acting director of the Defense Intelligence Agency, about the "breathtaking" US military operation in Venezuela over the weekend. They discuss the high-stakes mission to capture Nicolas Maduro and his wife, Celia Flores, to face trial for narco-terrorism in the US. David explores the complex rationale behind the raid—from narco-trafficking charges to the underlying goal of regime change—and explains why Maduro's security forces offered such little resistance despite weeks of US military pre-staging. He also discusses the "murky" aftermath of the operation and its global impact.

Michael speaks with Craig Singleton, China Program Senior Director and Senior Fellow at the Foundation for Defense of Democracies, about the new frontiers of the US-China tech competition. Craig explains China's willingness to weaponize its dominance in rare earth magnets and how that leverage has left US assembly lines vulnerable. He also explores the high-stakes debate over semiconductor export controls, including a controversial profit-sharing deal for NVIDIA's H20 chips with the US government. Finally, Craig discusses the Chinese "five lever playbook" used to dominate critical sectors like polysilicon, LIDAR, and display technologies, warning of "strategic kill switches" in US infrastructure and the emerging national security threat of biotech.

Michael speaks with Yaakov Katz, former editor-in-chief of the Jerusalem Post and author of the new book While Israel Slept: How Hamas Surprised the Most Powerful Military in the Middle East. Yaakov discusses how the catastrophic intelligence failure leading up to October 7th was rooted in a moment of "lack of imagination" and Israel's fatal commitment to the misbelief that Hamas wanted quiet prosperity, not war. He connects this failure to Israel's dangerous over-reliance on technology. Yaakov also breaks down how Gaza helped elevate the profile of Qatar as a major regional diplomatic power.  

Michael speaks with Roger Zakheim, the Washington Director of the Ronald Reagan Presidential Foundation and Institute, about the recently released National Security Strategy and the findings of the Reagan National Defense Survey of American public opinion. Although Roger critiques the National Security Strategy for a "huge missed opportunity" in failing to explicitly name China and Russia as adversaries, he highlights that a supermajority of Americans view China as the greatest threat and would support committing U.S. forces to defend Taiwan if China were to invade. Roger also discusses the strong public positioning on support for NATO and defense engagement beyond the Americas.

Michael speaks with former acting Director of the Defense Intelligence Agency David Shedd and former Deputy Assistant Secretary of Defense of Western Hemisphere Affairs Jana Nelson about US strikes on narcotraffickers in Latin America and whether the Trump Administration is closing in on attacks on Venezuela. They discuss what could be next for the Maduro regime and potential US targets in Venezuela, including arms facilities in remote areas. Jana and David also discuss the regional reaction to the rising tensions and how it ties into US politics, including in South Florida.

Michael speaks with David Shedd, former acting director of the Defense Intelligence Agency, and Andrew Badger, a corporate risk advisor and former intelligence officer. David and Andrew share their stark forecasts for possible U.S. military strikes on Venezuela's Maduro regime and narco-trafficking targets. They then shift hemispheres to discuss their book, The Great Heist: China's Epic Campaign to Steal America's Secrets. They reveal how China's "whole of society" espionage campaign feeds into a comprehensive global intelligence operation that poses unique national security risks to the U.S.  

Michael speaks with Major General Mick Ryan (Ret.), a Senior Fellow for military studies at the Lowy Institute in Sydney, about the latest developments in the war in Ukraine and what we can learn to apply in conflicts around the globe. General Ryan assesses the current state of the front lines, detailing how Russia is leveraging its advantage in electronic warfare and drone technology. He also explains why the Ukrainian counter-offensive has been hampered by a lack of Western ground-based capabilities and a shortage of young soldiers.

Michael speaks with Dr. Kirill Shamiev, a non-resident fellow at the Kennan Institute, about the internal dynamics of the Kremlin and its war in Ukraine. Dr. Shamiev discusses the growing skepticism among the Russian elite regarding Putin's invasion, increasing economic anxiety, and the current state of the regime. He also unpacks how the war has strained civil-military relations and forecasts that the most likely outcome is a "semi-frozen conflict" until there is clarity regarding European political and security uncertainties. 

Michael speaks with Nico Lange, a senior fellow at the Center for European Policy Analysis and the Munich Security Conference, about the grinding war in Ukraine and the outlook for Europe. Nico details how Russia's summer offensive failed to deliver results for the Kremlin and argues that Western support for Ukraine must move beyond "survival mode." He outlines the strategic necessity of deep strikes on Russian oil refineries and infrastructure to limit Putin's ability to wage war. Nico also discusses the success of U.S. pressure in increasing European support and explains why more pressure on Putin is urgently needed to find the war's off-ramp.

Michael talks with Beacon's new Director of International Trade Practice Sara Schuman, who previously served as the Senior Trade Representative for China at the Office of the United States Trade Representative. Sara discusses President Trump's trip to Asia and its implications for economic security, reflecting on what works and doesn't work when negotiating with China. Sara also reveals how the Trump administration is linking trade and security and uses trade as a tool of economic statecraft, and why that matters for U.S. strategic partners.

Michael speaks with Anthony Vinci, a former CIA officer and the first Chief Technology Officer of the National Geospatial-Intelligence Agency. Anthony discusses his new book, "The Fourth Intelligence Revolution: The Future of Espionage and the Battle to Save America," arguing that AI has launched a revolution where "machines are going to spy on machines." Anthony warns that the new cyber threats mean every American is now a target, demanding a new strategy. He also explains why the U.S. must rethink policy to aggressively engage in economic espionage to counter China's broad surveillance strategy.

Michael speaks with David Shedd, former CIA officer and former acting director of the Defense Intelligence Agency, about the Western Hemisphere and the escalating threat from Venezuela—on the heels of recent U.S. strikes targeting alleged drug mules off the country's coast. David discusses the significant shift in U.S. strategy, which now treats narco-trafficking more like counter-terrorism targets than criminal organizations. He explains why the U.S. is using MQ-9 Reaper drones and Navy assets to disrupt trafficking and openly acknowledging a covert action campaign. David also outlines how Venezuela, led by President Nicolas Maduro, is driving illicit migration and acting as a hub for malign influence from Cuba, Russia, China, and Iran. They also discuss the critical role of Colombia and Mexico in countering these drug trafficking and migration threats to the U.S. 

Michael speaks with Dan Twining, president of the International Republican Institute, about the future of US-Russia relations and the war in Ukraine. Dan discusses Valdimir Putin's current and long-term strategy, and his alliances with countries like North Korea and China. He also takes aim at Biden-era policies that forced Ukraine to "fight with one hand tied behind its back." Finally, Dan discusses what's at stake and the war's most likely off-ramps.

Michael speaks with Ralph Goff, a 35-year CIA veteran and six-time Chief of Station. Ralph, now with Cipher Brief, talks about Israel's daring "Rising Lion" operation targeting Iranian nuclear facilities. He explains why Israel pursues such high-stakes missions, from the theft of Iran's nuclear archive to the targeted assassinations of top officials. Ralph also reveals the immense risk tolerance that allows the Mossad to operate so deeply inside a hostile Iranian police state.  

Andrew speaks with Dr. Michael Osterholm, founding director of the Center for Infectious Disease Research and Policy Center at the University of Minnesota about his new book, "The Big One: How We Must Prepare for Future Deadly Pandemics", which is an urgent warning about the next global health crisis. Dr. Osterholm explains why the continued focus on COVID's origin is distracting from the critical lessons we need to learn. He also offers a frank critique of "meaningless" plexiglass shields and six-foot distancing, sharing what truly works in transmission prevention. And, he outlines why these biological threats are a core national security challenge for U.S. military forces that demands an increase in research and funding.

Michael speaks with Zack Cooper, a senior fellow at the American Enterprise Institute, about the evolving dynamics of US policy toward China and the Indo-Pacific. Zack discusses how President Trump's pursuit of a meeting with Xi Jinping has shaped US policy and offers new analysis on the timeline for a potential Chinese invasion of Taiwan. Zack also confronts the reality of the so-called "axis of upheaval"—a tightening cooperation between China, Russia, North Korea, and Iran—and what it means for US foreign policy.

Michael speaks with President and Founder of the Institute for Science and International Security David Albright about the state of the Iranian nuclear program following US and Israeli strikes. David, a renowned expert on Iran's nuclear program, provides updated analysis on the systematic destruction of key facilities and shares his insights on the challenges of reconstituting the program, the fate of missing enriched uranium, and the ongoing efforts of international monitors. 

Andrew speaks with Jeffrey Feltman, former United Nations Under-Secretary-General for Political Affairs and a distinguished fellow at the Brookings Institution. Jeffrey takes us inside the precarious state of post-civil war Syria, the deep-seated sectarian and geopolitical tensions that fueled the conflict, and the complex roles of the US and regional powers who want a stake. He also shares his insights on the ongoing threat from insurgent groups and the challenges of establishing a stable, unified government. 

Michael is joined by Kelly Ann Shaw, a partner at Aiken Gump and former Deputy Assistant to the President for International Economic Affairs. They explore the critical state of U.S. trade policy through a national security lens, including with an eye on China. Following decades-long trade negotiations, Kelly Ann says U.S. trade policy has entered a "new normal" where it is now driven by domestic political needs and the economic concerns of American voters. Kelly Ann also discusses the evolving role of import protections and presidential trade authority. 

After a summer of action in the Arctic, Andrew Shapiro re-visits his conversation with former Pentagon Arctic policy head Iris Ferguson about this strategic frontier. Iris explains how melting sea ice is ushering in a new era of great power competition, ending decades of 'Arctic exceptionalism.' Iris, the DOD's first Deputy Assistant Secretary for the Arctic, discusses Russia's interests, China's pursuit of influence as a 'near-Arctic state,' and the US imperative to bolster homeland defense, domain awareness, and alliances from Greenland to Alaska. 

Michael Allen talks with Craig Singleton, China Program Senior Director and Senior Fellow at the Foundation for Defense of Democracies, about the new frontiers of the US-China tech competition. Craig explains that while trade talks are in a "tactical pause," China's dominance in rare earth minerals and its willingness to use them as leverage reveal a key US vulnerability. The conversation also explores the debate over US semiconductor export controls. He argues that selling advanced chips like Nvidia's H20 to China's military and intelligence apparatus undermines America's technological edge. Craig also explores China's market-dominating strategies in materials like polysilicon and technologies such as LIDAR and display technologies, which pose risks related to supply chain choke points and potential cyber-physical vulnerabilities.

Michael Allen is joined by David Fitzgerald, a career intelligence officer with 38 years of service, to discuss the rapidly evolving dynamics of cartel operations at the U.S. southern border. David addresses whether these criminal organizations constitute a national security threat by examining their history and the capacity of authorities to monitor and counter them.

Andrew Shapiro talks with CSIS researcher (and undersea cable enthusiast) Erin Murphy about the threats facing these critical transmission paths at the bottom of the world's oceans. Erin explains why undersea cables are vital to military communications, financial systems, and healthcare—and how they've evolved into strategic targets. She also discusses the roles of China and Russia, and how the commercial interests of the infrastructure's private owners stack up against national security concerns.

Michael speaks with Syd Seiler, former U.S. National Intelligence Officer for North Korea and one of the U.S. government's most experienced Korea hands. Seiler unpacks the long arc of Kim Jong Un's strategy, the roots of North Korea's provocations, and why the regime sees nuclear weapons as essential to its survival. He also discusses the limits of diplomacy, the myth of a quick breakthrough, and how U.S. policy should adapt for the long game.

Michael Allen talks with Foundation for Defense of Democracies' Bradley Bowman, who attacks the myth that supporting Ukraine has weakened America's defenses for Taiwan. Bradley, who's senior director of the Center on Military and Political Power, details how the war in Ukraine has become a brutal "World War I with drones"-- an attrition battle where crucial aid is still needed.

Jeremy Bash is joined by former Missile Defense Agency Director Vice Admiral (Ret.) James Syring, who discusses the evolving threats to U.S. air defense, including hypersonic missiles, cruise missiles, and drones. He explains the vulnerabilities of current systems, which were designed decades ago and now face threats posed by advanced arsenals. VADM Syring details how the 'Golden Dome' initiative will integrate existing and new technologies, like low-Earth orbit satellite constellations for continuous tracking and AI for rapid, precise decision-making.

Peter Rough, Director of the Hudson Institute's Center on Europe and Eurasia, joins Michael to discuss why time may be running out for Russia in its war on Ukraine. He argues that tighter international sanctions enforcement and increased U.S. weapons and intelligence support could begin to squeeze the Kremlin as early as late this year, as the economic costs of the war mount. This comes as the dog days of summer in Ukraine wear on without any fundamental shifts in the conflict.  

Michael talks with Dr. Karen Young, Senior Fellow at the Middle East Institute, about the potential economic ripple effects of the Israel-Iran conflict. Dr. Young explains the ‘decoupling' of Middle Eastern conflict from global oil prices, the impact of U.S. fracking on oil supply, and the increasing efficiency of global oil usage—and why it all matters for Middle East geopolitics.

Michael talks with Dr. Tom Karako, Director of the Missile Defense Project at CSIS, about the high-stakes missile confrontation between Israel and Iran, recorded just before the recent US strikes on Iranian nuclear facilities. Tom analyzes the role of ballistic missiles in the conflict, the capabilities of Israeli and US defenses, and the strategic implications of the Trump Administration's "Golden Dome" initiative for US national security.

Senior research scholar at Columbia University and former NSC Director for Iran Richard Nephew joins Michael for another special episode to analyze the recent US strikes on Iran's nuclear facilities. Richard discusses President Trump's decision-making, the Iranian reaction, the assessed damage to the nuclear program versus potential hidden capabilities, the critical loss of IAEA access, and the fragile outlook for a lasting ceasefire.

Michael talks with Kelly Ann Shaw, former Deputy Assistant to the President for International Economic Affairs, about President Trump's 'sledgehammer' approach to international trade and tariffs. Kelly Ann, who also served as Trade Counsel to the House Ways and Means Committee, explains the current state of the global "trade war," the strategic de-escalation with China on critical minerals, and the White House's broader push to rebalance trade relationships and counter what it calls unfair practices.

In this special episode, Michael talks with Iran expert Richard Nephew, who warns of impending U.S. military strikes on Iran's deeply buried nuclear facilities—a task only the American military can achieve. The former NSC official casts doubt on Israel's regime change strategy, fearing it could backfire and lead to an even more hardline Iranian government. Richard also discusses Iran's potential for escalating attacks on key shipping channels and regional energy infrastructure, risking a wider conflict, all while the hope of an international nuclear deal hangs in the balance.

In this episode of NatSec Matters, we revisit Michael Allen's conversation with General (Ret.) Kenneth 'Frank' McKenzie, Jr., former commander of U.S. Central Command, about the evolving security challenges in the Middle East. They discuss Iran's vulnerabilities, the impact of Israel's military actions, and the strategic fallout from the assassination of Iranian General Qasem Soleimani. General McKenzie also explores the rising threat of ISIS, the limitations of over-the-horizon operations in Afghanistan, and the critical role of U.S. partnerships in deterring global adversaries.

Michael Allen welcomes back RADM (Ret.) Mark Montgomery to the podcast, where he explains why—even with a ceasefire—ending the war between Russia and Ukraine could be “impossible.” He discusses the recent shifts in military gains and losses on both sides, and what it could take to change the odds in favor of either Moscow or Kyiv.

Michael Allen talks with former CIA executive and US foreign policy expert Glenn Corn, a regular guest of NatSec Matters. Glenn shares insights from his recent trip to Ukraine and the outlook for US support in its fight against Russia. He also highlights smart moves by President Trump in countering the Kremlin and offers reasons for optimism for Ukrainian fighters.

Michael Allen talks with former senior State Department official Jeffrey Feltman about President Trump's "new approach" to the Middle East following his recent trip to the Gulf. Jeffrey analyzes the President's focus on major investment deals, the evolving US positioning on Iran's nuclear program, the surprising U-turn on Syria, and how Mr. Trump's transactional style is reshaping relationships in the volatile region.

Michael Allen talks with retired rear admiral and China expert Mike Studeman about the geopolitical implications of President Trump's trade negotiations with China and US policy to counter Chinese influence and threats. Mike, former Commander of the Office of Naval Intelligence, discusses how China might exploit an "America First" orientation, the critical importance of Taiwan for US economic and national security, and the strategic calculations behind Xi Jinping's timeline for potential military action.

Jeremy Bash explores the biotech battleground with former CIA science and technology chief Dawn Meyerriecks. Dawn, a key voice on the National Security Commission on Emerging Biotechnology, discusses the urgent need for US leadership to address critical vulnerabilities in the country's bio-industrial base. Dawn also makes a case for why powerful government-private sector alliances are essential to securing America's strategic edge in this vital domain.

Andrew Shapiro talks with former US Ambassador Dennis Ross, who argues that the country's foreign policy needs a reboot. Amb. Ross explains the principles of "Statecraft 2.0" – why the US must adapt its leadership for a challenging multipolar world, navigating the global influence and interests of China and Russia. 

Andrew Shapiro talks with former Pentagon Arctic policy head Iris Ferguson about how melting sea ice is ushering in a new era of great power competition, ending decades of 'Arctic exceptionalism.' Iris, the DOD's first Deputy Assistant Secretary for the Arctic, discusses Russia's interests, China's pursuit of influence as a 'near-Arctic state,' and the US imperative to bolster homeland defense, domain awareness, and alliances from Greenland to Alaska. 

Michael Allen talks with Craig Singleton, Senior Director for China at the Foundation for Defense of Democracies, about whether President Trump is locked into an inescapable trade war with China's Xi Jinping. Craig discusses the high-stakes gamble each leader is making, convinced the other will fold first. They explore whether 'strategic decoupling' is now a leading US policy objective, and what it could mean for global supply chains and the future of Taiwan.

Michael Allen talks with former CIA senior executive Glenn Corn about whether Turkey is a US ally or wildcard. They discuss how Turkey is navigating the conflicts in Syria and Ukraine while managing relationships with both Washington and Moscow. Glenn also explores the fall of Bashar al-Assad, the future of the Kurds, the decline of Hezbollah, and the looming question of Iran – all through the lens of Ankara's interests.

What does President Trump's plan for peace in Ukraine look like, and what could it cost Kyiv? Michael Allen talks with Peter Rough, a senior fellow at the Hudson Institute, about the high-stakes diplomacy under way right now. Peter unpacks the determined push for a ceasefire, the potential shift to offering Russia more 'carrots' than 'sticks,' and Ukraine's precarious calculations on manpower, aid, and future security. With US support hanging in the balance and European resolve tested, Michael and Peter explore if a lasting peace is even possible.

Michael Allen speaks with Eddie Fishman, sanctions expert and author of Chokepoints: American Power in the Age of Economic Warfare. Eddie explains how the U.S. has wielded economic weapons against Russia, Iran, and China, and how sanctions and supply chain dominance are reshaping global power. He also explores the risks of overusing these tools, China's evolving role, and the future of economic conflict in an era of great power competition.

Jeremy Bash speaks with former Air Force Secretary LTC (Ret.) Frank Kendall about the future of U.S. air and space dominance amid rising threats from China and Russia. Mr. Kendall describes the Pentagon's toughest modernization decisions, from next-generation fighter jets to autonomous combat aircraft. He also discusses the evolving role of the Space Force, the challenges of missile defense, and the urgent need to counter China's rapid military advancements.

Michael Allen speaks with Arnold Sinisalu, former chief of Estonia's Internal Security Service, about Estonia's frontline role in countering Russian espionage and subversion. Arnold describes how Estonia tracks and disrupts Russian intelligence operations, from spy arrests to cyber defense. He also discusses Russia's evolving sabotage tactics across Europe and the ongoing battle against disinformation. 

Michael Allen speaks with Nico Lange, senior fellow at the Center for European Policy Analysis, about Germany's political future and the major shifts in transatlantic security. They discuss the recent German elections, Germany's evolving defense strategy, and Europe's response to a changing U.S. foreign policy under President Trump. Nico also offers his take on the future of the war in Ukraine, Russia's long-term military strategy, and the critical role of European security alliances in an increasingly unstable world.

Michael Allen speaks with The Wall Street Journal‘s Chief European Political Correspondent, Bojan Panchevski, about his recent article on Russia's new ‘Department of Special Tasks.' Panchevski reveals the unit's clandestine operations in Europe, its motives behind acts of sabotage, and the broader geopolitical implications. He also discusses his investigations into Russian cyber attacks, proxy warfare, and the growing threats against Western targets, including terror plots and assassination attempts.

Michael Allen speaks with retired Rear Adm. Mark Montgomery, Senior Director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies. He shares insights on the Ukraine war, examining Russia's tactical advantage, the challenges Ukraine faces amid inconsistent aid, and the vital role of international alliances. He also explores geopolitical tensions in the Pacific and strategies for sustaining U.S. influence on the global stage.

Jeremy Bash speaks with Jon Finer, former Principal Deputy National Security Advisor to President Biden. Jon offers candid insights on addressing Iran's destabilization, Russia's war in Ukraine, and China's ambitions over Taiwan. He also previews the challenges facing the new administration.