Podcasts about Eurasia Group

Political risk consultancy

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Latest podcast episodes about Eurasia Group

TED Talks Daily
The attack on Iran — why now? | Ian Bremmer

TED Talks Daily

Play Episode Listen Later Mar 2, 2026 46:57


On the morning of February 28, 2026, the US and Israel bombed several parts of Iran, including the Tehran compound of Supreme Leader Ali Khamenei. Geopolitical expert and Eurasia Group founder Ian Bremmer breaks down why US President Donald Trump made the decision to strike, what it means for hopes of “regime change” and the key details you need to know about this perilous moment in global history. (This interview, hosted by TED's Helen Walters, was recorded on February 28, 2026.)Learn more about our flagship conference happening this April at attend.ted.com/podcast Hosted on Acast. See acast.com/privacy for more information.

RNZ: Afternoons with Jesse Mulligan
Feature Interview: Where is the world headed in 2026?

RNZ: Afternoons with Jesse Mulligan

Play Episode Listen Later Feb 25, 2026 18:21


Last year, the law of the jungle ruled the world. 2026 marks a tipping point says Ian Bremmer, president of a leading global research and advisory firm, Eurasia Group and GZERO Media. Each year, Ian Bremmer puts together a list of the greatest risks we will face in the year ahead. He says the United States was the country that wrote the rules for global order but now operates with what seems like no rules at all. He shares his thoughts about President Trump, tariffs and technology and the risks the world faces in 2026.

Outliers
#181 Nova Guerra Fria: como a geopolítica vai impactar seus investimentos?

Outliers

Play Episode Listen Later Feb 24, 2026 75:42


Na edição 181 do Outliers InfoMoney, Clara Sodré e Fabiano Cintra seguem falando sobre mercado global. Agora, focando na geopolítica internacional.   O convidado da vez é o diretor-executivo para as Américas da Eurasia Group, Christopher Garman. A conversa franca, técnica e de qualidade aborda qual o peso da geopolítica internacional no mercado financeiro, se os EUA ainda são o porto seguro do mundo e se a China quer substituir os EUA como nova líder global, com uma espécie de Guerra Fria no caminho.   Ao longo do episódio, eles discutem também a guerra entre Ucrânia e Rússia, Europa, Oriente Médio e a relevância do petróleo no meio de tudo isso. Além, claro, do momento do Brasil neste cenário, apontando os cuidados e os pontos de atenção que você, investidor, deve ter, especialmente em período eleitoral.   Acompanhe o bate-papo e entenda como investir melhor e com mais retorno. 

Macro Bytes
Does politics matter for markets? - with Jens Larsen of Eurasia Group

Macro Bytes

Play Episode Listen Later Feb 12, 2026 42:08 Transcription Available


2026 has started with a flurry of political shocks. Luke and Lizzy talk to Jens Larsen, Practice Head of Geoeconomics at Eurasia Group, about the structurally elevated geopolitical volatility that investors now face and why this matter to markets. They discuss the fundamental drivers of heightened political risk, including the end of the unipolar moment and the re-emergence of great power competition, the break down in operating consensus that underpinned domestic politics until recently, the chance of US military action in Iran, and whether UK fiscal policy will change significantly under a potential new prime minister and Chancellor.

Bloomberg Talks
Eurasia Group President Ian Bremmer Talks 'Post-America Hedge'

Bloomberg Talks

Play Episode Listen Later Feb 10, 2026 7:49 Transcription Available


Ian Bremmer, Founder & President at Eurasia Group, speaks on the state of American hegemony around the world and how allies are 'hedging' themselves in a Trump's America. See omnystudio.com/listener for privacy information.

Intelligence Matters: The Relaunch
US-Iran Summit - Taming Mideast Volatility: Gregory Brew

Intelligence Matters: The Relaunch

Play Episode Listen Later Feb 4, 2026 41:56


Michael speaks with Gregory Brew, Senior Analyst at the Eurasia Group and country analyst for Iran, about the high-stakes decision facing the Islamic Republic: "strikes or talks." Greg analyzes the upcoming diplomatic summit in Istanbul, where the U.S. is pushing for "maximalist concessions" regarding Iran's nuclear program, ballistic missile stockpile, and regional proxy networks like Hamas and Hezbollah. Greg also discusses the strategic leverage of the recent U.S. naval buildup in the Middle East and whether these talks are a deliberate pretext for military action against Tehran. Greg also breaks down Iran's internal "credibility crisis" and the future of regional stability. 

RBC Disruptors
Risk as Signal: A Canadian Playbook

RBC Disruptors

Play Episode Listen Later Jan 27, 2026 23:39


Fresh from Davos, John Stackhouse shares field notes on how the world's economy is reorganizing — and what that means for Canadians.He is joined by Gerald Butts, Vice Chairman and Senior Advisor at Eurasia Group, to unpack the new RBC–Eurasia Canada risk outlook: what matter most, how to separate signal from noise, and the practical playbook for where to invest, what to protect, and how to diversify.RBC / Eurasia – Risk Reportwww.rbc.com/en/thought-leadership/the-growth-project/top-risks-2026-canada/Davos '26: Making sense of a new world orderwww.rbc.com/en/thought-leadership/the-trade-hub/davos-26-making-sense-of-a-new-world-order/RBC Thought Leadershipwww.rbc.com/thoughtleadership Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paul Adamson in conversation
Europe's Main Challenges in 2026

Paul Adamson in conversation

Play Episode Listen Later Jan 26, 2026 26:12


Mujtaba Rahman, Managing Director, Europe, Eurasia Group, talks to Paul Adamson about the main challenges Europe faces in 2026.

RiskCellar
Breaking the Ice: Headlines Hit the Forecast - How 2026 Risks Are Already Here with Cliff Kupchan of Eurasia Group

RiskCellar

Play Episode Listen Later Jan 20, 2026 64:45


This episode features Cliff Kupchan, Chairman of Eurasia Group, discussing the firm's 2026 Top Risks report and the dramatically changed role of the United States in the international system. Brandon & Nick explore how US domestic political convulsions create ripple effects globally, positioning America, not Russia, as the primary source of geopolitical risk. Kupchan analyzes Trump 2.0's muscular unilateralism, the "Donroe Doctrine" asserting control over the Western Hemisphere, state capitalism with American characteristics, and rising political violence domestically, including ICE raid activity in Minnesota. The discussion examines affordability crises, tariff dynamics with China, Greenland acquisition speculation, European security concerns, and Venezuela's uncertain future following US military intervention. We also touch on optimistic counterpoints around AI, India's growth, and Democratic electoral prospects.Intertwined throughout are Brandon & Nick's observations on Minneapolis turmoil, wine pairings (Humano Tequila Reposado and Caparsa Chianti Classico 2021), and lighter moments including a "truth and lie" trivia segment about Maine's proximity to Africa, Venus cloud composition, and Mount Everest measurements.Key Takeaways• The US is now the primary source of global political risk, displacing Russia, a historic shift reflecting the US dismantling the international system it created post-1945• Greenland acquisition could destroy transatlantic trust, the foundation of NATO and EU-US economic relationships, with cascading consequences for global financial markets• Midterm elections (2026) offer potential circuit-breaker: Democrats likely to take House back (~80% probability), enabling oversight and restraining Trump's most aggressive impulses• AI and India represent genuine upside: Massive efficiency gains in insurance (200 basis point expense ratio reduction), AI revenue, and 7% Indian growth offer offsetting optimismEpisode Chapters01:11 — Humano Tequila Reposado & Caparsa Chianti Classico 2021 Tasting Notes04:17 — Howden M&A Strategy, Broker Litigation, and Alliance Capital Restraining Order06:13 — Insurance Industry Expense Ratios & AI Impact ($9.3B Operating Income Uplift Forecast)13:04 — Minneapolis ICE Raids, Political Violence, and State Security Concerns23:26 — Venezuela Regime Change & Oil Uninvestability Discussion30:19 — Cliff Kupchan Introduction & Eurasia Group Top Risks 202634:34 — Globalization Backlash & Right-Wing Populism Drivers40:42 — State Capitalism, Credit Card Caps, and Trump's Contradictory Vision43:56 — Tariff Negotiations with China & "Peak Tariff" Assessment46:24 — Greenland Acquisition as Transatlantic Relationship Risk51:50 — Democratic Midterm Prospects & Checks-and-Balances Outlook53:37 — Positive Counterpoints: AI, India, and Saudi Arabia Reform56:34 — Guest Departs; Return to Host Discussion57:00 — Lake Minnetonka Geography Fact-Check (Swimming Distance Verification)58:23 — "Truth & Lie" Trivia: Maine-Africa Distance, Venus Clouds, Mount Everest01:03:52 — Show Wrap-Up & YouTube Channel AnnouncementFact Checks: Corrected Facts OnlyClaim: Mount Everest is the tallest mountain when measured base to peak • Status: INCOMPLETE/MISLEADING • Correction: Mount Everest is highest by sea level elevation (29,032 ft), but Denali (Mount McKinley) has greater vertical rise from base to peak (~18,000+ ft vs. Everest's ~12,000-15,000 ft base-to-peak)Connect with RiskCellar:Website: https://www.riskcellar.com/Guest: Cliff KupchanWebsite: https://www.eurasiagroup.net/people/ckupchanOrganization Website: https://www.eurasiagroup.netEmail: kupchan@eurasiagroup.netBrandon Schuh:Facebook: https://www.facebook.com/profile.php?id=61552710523314LinkedIn: https://www.linkedin.com/in/brandon-stephen-schuh/Instagram: https://www.instagram.com/schuhpapa/Nick Hartmann:LinkedIn: https://www.linkedin.com/in/nickjhartmann/

Broojula
19 Enero, 2026 - Top riesgos 2026

Broojula

Play Episode Listen Later Jan 19, 2026 29:48


El informe Top Risks de Eurasia Group identifica al 2026 como un punto de inflexión geopolítico impulsado principalmente por una revolución política interna en los Estados Unidos. Advierte que la incertidumbre global emana ahora de la inestabilidad institucional de las grandes potencias más que de confrontaciones militares directas entre ellas. Matías Gómez, analista de Eurasia Group, nos habla al respecto. Reporte Top Risks 2026: https://www.eurasiagroup.net/issues/Top-Risks-2026

Piers Morgan Uncensored
“F Around And Find Out” Trump Plans For Greenland, Iran & Venezuela | John Mearsheimer x Ian Bremmer

Piers Morgan Uncensored

Play Episode Listen Later Jan 19, 2026 69:31


Historic alliances are being throttled by territorial ambition and ‘American isolationism' has become ‘American imperialism' as Trump gets involved with Greenland, Venezuela and Iran. The cosy idea of a “rules-based order”, governed by the messy patchwork of “international law”, seems to have collapsed. Piers Morgan makes sense of it all with some of the finest minds in geopolitics, each with vastly different views on what happens next; President of the Eurasia Group, Ian Bremmer and Professor John Mearsheimer. Piers Morgan Uncensored is proudly independent and supported by: Oxford Natural: To watch their full stories, scan the QR code on your screen or visit https://oxfordnatural.com/piers/ to get 70% off your first order when you use code PIERS. Incogni: Take your personal data back with Incogni! Get 60% off an annual plan at https://incogni.com/PIERS and use code PIERS at checkout. Pendragon Cycle (Daily Wire+): Discover The Pendragon Cycle: Rise of The Merlin—a bold retelling of the King Arthur legend where Merlin's vision sparks a civilization's rebirth; watch the full trailer now at https://DailyWire.com. Melania: Step inside the 20 days before history is made—watch MELANIA, only in theaters January 30; get your tickets now! Learn more about your ad choices. Visit megaphone.fm/adchoices

CNN Poder
Novo inquérito sigiloso do Supremo protege ministros

CNN Poder

Play Episode Listen Later Jan 16, 2026 54:26


O ministro Alexandre de Moraes, do STF (Supremo Tribunal Federal), instaurou inquérito de ofício, isto é, sem provocação da PF (Polícia Federal) ou da PGR (Procuradoria-Geral da República), para apurar na Receita Federal e no COAF (Conselho de Controle de Atividades Financeiras) a possibilidade de vazamento de dados sigilosos. A âncora e analista de Economia da CNN Thais Herédia, o analista de Política da CNN Caio Junqueira, o diretor de Jornalismo da CNN em Brasília, Daniel Rittner, e Silvio Cascione, diretor da Eurasia Group, debatem o assunto.

Global Dispatches -- World News That Matters
The Curious Case of America's Christmas Day Missile Strikes in Nigeria

Global Dispatches -- World News That Matters

Play Episode Listen Later Jan 15, 2026 27:19


On Christmas Day, the United States launched a series of missile strikes in Nigeria, ostensibly against jihadist groups. In the weeks prior, Donald Trump had been claiming that Christians in Nigeria were being subjected to systematic attacks by such groups, and he framed these strikes as a "Christmas present" that killed jihadist leaders and destroyed terrorist camps. But that does not seem to have been the case. The strikes largely targeted an area in northwest Nigeria that is not home to any major jihadist group, and credible independent analysts have not found evidence of any deaths. Last week, a New York Times report found unexploded Tomahawk missiles lying in a field. So what is actually going on here? My guest today, Amaka Anku, is the head of Eurasia Group's Africa Practice. She was in Nigeria at the time of the strikes, which she said caused considerable bewilderment among Nigerians. We kick off by discussing what we know about the missile strikes and why the region targeted was politically convenient for both the American and Nigerian governments. We then have a longer conversation about what these American missile strikes say—and don't say—about Nigeria's multiple security challenges. Support the show! https://www.globaldispatches.org/

The Chuck ToddCast: Meet the Press
Full Episode - What Is America's Role In The World? + Trump Is Driving Instability & Chaos Around The Globe

The Chuck ToddCast: Meet the Press

Play Episode Listen Later Jan 15, 2026 154:15 Transcription Available


Chuck Todd unpacks a moment of foreign-policy whiplash as Donald Trump appears to ease off threats against Iran while simultaneously escalating his pressure campaign on Greenland—doubling down after meetings with Danish officials and even floating the idea of holding NATO hostage to get his way. The episode examines why Trump is unlikely to move militarily against Greenland, why Greenlanders are growing more defiant, and how this approach risks a serious rupture with Europe. From there, the conversation widens to a bigger question: what is America’s role in the world now that consensus has collapsed? With China as a peer competitor, alliances under strain, free trade weaponized at home, and isolationism creating dangerous vacuums, the U.S. is operating without a coherent grand strategy even as allies quietly hedge their bets. The second half turns inward, focusing on immigration and the politics of ICE. Drawing lessons from past messaging failures like “defund the police,” Chuck argues Democrats shouldn’t fall into the “abolish ICE” trap but instead run on reform—rethinking leadership, recruiting, and training that’s been slashed from months to weeks. The takeaway is blunt: ICE isn’t going away, the agency will remain a political wedge, and the real question for both parties is who’s in charge of it—and what kind of power they’re willing to wield at home and abroad. Then, geopolitical expert and president of The Eurasia Group, Ian Bremmer joins Chuck Todd for a wide-ranging, clear-eyed look at a world entering genuinely uncharted territory—where old rules no longer apply and the United States itself has become a central source of global instability. From Venezuela and Mexico to Europe and Greenland, Bremmer explains how Trump’s transactional, coercive approach is reshaping alliances, undermining collective security, and forcing other countries to adapt fast. The conversation explores why regime change remains elusive in places like Venezuela, Cuba, and Haiti; how Latin American elections are increasingly driven by domestic security; and why Europe, shaken by Trump’s unpredictability, is funding Ukraine and rethinking its own defense posture. The discussion then turns to the Middle East and beyond: the durability of the Iranian regime, the limits of U.S. military power, Saudi Arabia’s rapid modernization, and what comes next for Israel once Netanyahu exits the stage. Bremmer also assesses Trump’s surprising effectiveness in Middle East dealmaking, the long-term damage to Israel’s global standing, Russia’s tightening economic squeeze amid continued political repression, and rising far-right momentum in Europe. The episode closes with a sobering look at China, Taiwan, and whether the next few years bring deterrence—or a historic rupture. Finally, he answers listeners’ questions in the “Ask Chuck” segment and gets a few sports rants off his chest. Get your wardrobe sorted and your gift list handled with Quince. Don't wait! Go to https://Quince.com/CHUCK for free shipping on your order and 365-day returns. Now available in Canada, too! Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Thank you Wildgrain for sponsoring. Visit http://wildgrain.com/TODDCAST and use the cod Timeline: (Timestamps may vary based on advertisements) 00:00 Chuck Todd’s introduction 01:00 Trump seemingly backing off threats to strike Iran 02:00 Trump meets with Danish & Greenland officials, then doubles down 03:30 Trump threatens to hold NATO hostage in exchange for Greenland 05:00 Greenlanders are more defiant in the face of Trump’s threats 05:30 Trump’s threats could risk severing U.S. ties with Europe 06:15 Unlikely Trump will take Greenland militarily 06:45 Everything Trump is doing now is bad politics 08:15 Latin American exiles in south Florida create a feedback loop for Trump 09:00 What should be America’s role in the world? 10:45 Trump is not and has never been a multilateralist 11:30 Trump doesn’t care about NATO or see Russia as a threat 12:15 Consensus on America’s role in the world has collapsed 13:15 Free trade has been weaponized domestically in America 14:15 Domestic exhaustion in America with leadership rule 15:30 America is operating without a grand foreign policy strategy 16:30 The “primacy” strategy doesn’t apply now that China is a peer competitor 17:30 The rules based order hasn’t tamed China, Russia or Iran 18:15 Isolationism creates security vacuums that rarely stay empty 19:00 Nationalism assumes you can separate from the rest of the world 19:15 Trumpism is a mix of all of the above, but up to Trump’s whims 21:15 China is a competitor & nothing the U.S. does can change that 22:15 Trump wants to remake Venezuelan, Iranian and Cuban society 23:15 U.S. still most powerful country and China couldn’t create global alliance 25:45 Free trade, security & innovation trump protectionism 27:45 The Indo-Pacific will be the theatre of great power competition 28:30 America doesn’t get to choose whether it shapes the world 29:15 U.S. allies are hedging 30:00 Presidential candidates need to lay out strategy for US role in the world 33:00 Memo argues Democrats shouldn't fall for the “Abolish ICE” messaging 34:30 ICE training has been reduced from 5 months to 6 weeks 35:15 Dems should run on plan to reform and retrain ICE 36:30 Democrats need to learn from the “defund the police” mistake 38:30 The issue isn’t ICE, it’s who’s in charge of it & their recruiting 40:00 If you get rid of ICE you’ll need a similar agency to replace it 40:45 ICE will become a wedge issue in primary elections 47:45 Ian Bremmer joins the Chuck ToddCast 49:00 Where we’re going… there are no roads 50:00 The middle east could be heading towards a better place 50:45 Trump gave a wake up call to Europe & others 51:30 America is the top risk to the world & center of instability 52:45 There hasn’t been regime change in Venezuela 54:00 The Venezuelan regime will behave while threatened 55:00 The Venezuelan regime has no interest in sharing power 56:30 National elections could be held in Venezuela in a year 58:00 How much will anti-Americanism affect Latin American elections? 59:15 Domestic security is the #1 voting issue in Latin America 1:02:45 Brazil’s election will be very close 1:04:15 Claudia Scheinbaum has been deft in dealing with Trump 1:05:15 Mexico has been cooperating effectively, negating potential strikes 1:06:15 Talk of strikes in Mexico has ramped up post-Venezuela 1:08:00 There’s been a huge number of political assassinations in Mexico 1:08:45 Trade relations would take a huge hit if America strikes militarily 1:09:45 There’s less urgency from Trump admin for regime change in Cuba 01:10:30 Venezuela and Mexico have been propping up the Cuban regime 1:13:00 Why haven’t we pushed harder for changes in Haiti? 1:14:15 Almost zero chance there are elections in Haiti this year 1:15:00 Chance of military invasion of Greenland is extremely low 1:15:45 A coercion campaign towards Greenland is much more likely 1:17:00 Denmark very open to negotiations addressing American concerns 1:18:15 It’d be very easy to ramp up military operation in Greenland 1:19:00 Trump is undermining the concept of collective security 1:19:45 Greenland is a legacy play for Trump 1:20:15 Trump is causing permanent damage to relationship with Europe 1:21:45 Will the Iranian regime survive the calendar year? 1:23:00 Iranian regime has large capacity to repress the population 1:23:45 Looks like the US military will target Iranian police & paramilitary 1:24:30 Nobody has ever targeted the Iranian judges that send people to die 1:25:15 Collapse of regime doesn’t feel imminent, but likely within a few years 1:26:45 Is the US military stretched thin right now? 1:27:15 What collapse of Iranian regime would mean for the region 1:28:45 Saudi Arabia is speed running a modernization & reform process 1:29:45 Any chance Bibi Netanyahu is out in Israel soon? 1:30:45 Normalization with Saudi Arabia is on the table once Bibi is out 1:31:45 The Israel/Gaza ceasefire was improbable win for Trump 1:32:15 Trump’s transactional negotiating works well in the middle east 1:34:15 Settlements expanding in west bank, that won’t be unwound 1:36:00 Nobody has done more damage to Israel’s reputation than Bibi 1:36:45 Russians giving Trump nothing in negotiations over Ukraine 1:37:15 Europeans are funding Ukraine after Trump cut them off 1:38:15 Europeans bought a veto over Trump selling out Ukraine 1:39:30 Still very little meaningful dissent inside Russia over the war 1:40:30 Russian economy is starting to take more of a hit 1:41:30 Giorgia Meloni is probably most secure leader in western Europe 1:42:45 Far right in Germany will do well in elections 1:43:15 Does China take Taiwan in 2027 & does Trump stand in the way? 1:46:15 Iran clears airspace, U.S. attack imminent? 1:47:45 Ask Chuck 1:48:00 Why do you think Mississippi could become politically competitive? 1:51:00 ICE’s actions in Minnesota don’t feel like training issues? 1:54:00 If Dems win both chambers what are the chances of martial law? 2:01:00 If Europe put a blockade around Greenland, would we still attack? 2:05:15 Why do Americans find the far-left more repugnant than the far-right? 2:09:45 Concerned the market shrugged at threats to Fed independence? 2:14:45 Sports updateSee omnystudio.com/listener for privacy information.

The Chuck ToddCast: Meet the Press
Interview Only w/ Ian Bremmer - Trump Is Driving Instability & Chaos Around The Globe

The Chuck ToddCast: Meet the Press

Play Episode Listen Later Jan 15, 2026 63:42 Transcription Available


Geopolitical expert and president of The Eurasia Group, Ian Bremmer joins Chuck Todd for a wide-ranging, clear-eyed look at a world entering genuinely uncharted territory—where old rules no longer apply and the United States itself has become a central source of global instability. From Venezuela and Mexico to Europe and Greenland, Bremmer explains how Trump’s transactional, coercive approach is reshaping alliances, undermining collective security, and forcing other countries to adapt fast. The conversation explores why regime change remains elusive in places like Venezuela, Cuba, and Haiti; how Latin American elections are increasingly driven by domestic security; and why Europe, shaken by Trump’s unpredictability, is funding Ukraine and rethinking its own defense posture. The discussion then turns to the Middle East and beyond: the durability of the Iranian regime, the limits of U.S. military power, Saudi Arabia’s rapid modernization, and what comes next for Israel once Netanyahu exits the stage. Bremmer also assesses Trump’s surprising effectiveness in Middle East dealmaking, the long-term damage to Israel’s global standing, Russia’s tightening economic squeeze amid continued political repression, and rising far-right momentum in Europe. The episode closes with a sobering look at China, Taiwan, and whether the next few years bring deterrence—or a historic rupture. Get your wardrobe sorted and your gift list handled with Quince. Don't wait! Go to https://Quince.com/CHUCK for free shipping on your order and 365-day returns. Now available in Canada, too! Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Thank you Wildgrain for sponsoring. Visit http://wildgrain.com/TODDCAST and use the cod Timeline: (Timestamps may vary based on advertisements) 00:00 Ian Bremmer joins the Chuck ToddCast 01:15 Where we’re going… there are no roads 02:15 The middle east could be heading towards a better place 03:00 Trump gave a wake up call to Europe & others 03:45 America is the top risk to the world & center of instability 05:00 There hasn’t been regime change in Venezuela 06:15 The Venezuelan regime will behave while threatened 07:15 The Venezuelan regime has no interest in sharing power 08:45 National elections could be held in Venezuela in a year 10:15 How much will anti-Americanism affect Latin American elections? 11:30 Domestic security is the #1 voting issue in Latin America 15:00 Brazil’s election will be very close 16:30 Claudia Scheinbaum has been deft in dealing with Trump 17:30 Mexico has been cooperating effectively, negating potential strikes 18:30 Talk of strikes in Mexico has ramped up post-Venezuela 20:15 There’s been a huge number of political assassinations in Mexico 21:00 Trade relations would take a huge hit if America strikes militarily 22:00 There’s less urgency from Trump admin for regime change in Cuba 22:45 Venezuela and Mexico have been propping up the Cuban regime 25:15 Why haven’t we pushed harder for changes in Haiti? 26:30 Almost zero chance there are elections in Haiti this year 27:15 Chance of military invasion of Greenland is extremely low 28:00 A coercion campaign towards Greenland is much more likely 29:15 Denmark very open to negotiations addressing American concerns 30:30 It’d be very easy to ramp up military operation in Greenland 31:15 Trump is undermining the concept of collective security 32:00 Greenland is a legacy play for Trump 32:30 Trump is causing permanent damage to relationship with Europe 34:00 Will the Iranian regime survive the calendar year? 35:15 Iranian regime has large capacity to repress the population 36:00 Looks like the US military will target Iranian police & paramilitary 36:45 Nobody has ever targeted the Iranian judges that send people to die 37:30 Collapse of regime doesn’t feel imminent, but likely within a few years 39:00 Is the US military stretched thin right now? 39:30 What collapse of Iranian regime would mean for the region 41:00 Saudi Arabia is speed running a modernization & reform process 42:00 Any chance Bibi Netanyahu is out in Israel soon? 43:00 Normalization with Saudi Arabia is on the table once Bibi is out 44:00 The Israel/Gaza ceasefire was improbable win for Trump 44:30 Trump’s transactional negotiating works well in the middle east 46:30 Settlements expanding in west bank, that won’t be unwound 48:15 Nobody has done more damage to Israel’s reputation than Bibi 49:00 Russians giving Trump nothing in negotiations over Ukraine 49:30 Europeans are funding Ukraine after Trump cut them off 50:30 Europeans bought a veto over Trump selling out Ukraine 51:45 Still very little meaningful dissent inside Russia over the war 52:45 Russian economy is starting to take more of a hit 53:45 Giorgia Meloni is probably most secure leader in western Europe 55:00 Far right in Germany will do well in elections 55:30 Does China take Taiwan in 2027 & does Trump stand in the way?See omnystudio.com/listener for privacy information.

CNN Poder
Irã chega ao limite e caminha para um desfecho trágico

CNN Poder

Play Episode Listen Later Jan 14, 2026 57:06


O presidente americano, Donald Trump, foi às redes sociais para incentivar que as pessoas continuem protestando no Irã e disse que a “ajuda está a caminho”, sem explicar qual seria esse auxílio. Christopher Garman, diretor-executivo do Eurasia Group, e Sergio Florencio, diplomata, ex-secretário em Teerã, debatem o assunto.

The Bottom Line
After Maduro: Is the US driving global instability? | The Bottom Line

The Bottom Line

Play Episode Listen Later Jan 11, 2026 25:02


America First foreign policy means that the United States is becoming a country that opposes the rule of law, free trade and collective security, argues Ian Bremmer, president of the risk analysis firm Eurasia Group. Bremmer tells host Steve Clemons that the international system built by the US over decades “was going to reach a geopolitical bust” regardless of the advent of President Donald Trump. Washington's decision to project power in Venezuela, coupled with rhetoric threatening Greenland, “makes the US more unreliable for its allies”, according to Bremmer, “and a much bigger driver of geopolitical risk on the global stage”.

In the National Interest
Are Trump's Venezuela Strikes in the National Interest? (w/ Greg Priddy)

In the National Interest

Play Episode Listen Later Jan 9, 2026 11:00 Transcription Available


In the early hours of January 3, the Trump administration conducted audacious strikes on Caracas that culminated in the capture of Venezuelan President Nicolás Maduro. At the heart of the operation's rationale is the controversial belief that Venezuela's vast oil reserves can be unlocked for U.S. oil companies under American control. Experts have cast serious doubt on whether this strategy makes economic or strategic sense, pointing to Venezuela's heavy crude, high production costs, and security risks.In this episode, Jacob Heilbrunn speaks with Greg Priddy, a senior fellow at the Center for the National Interest. Priddy consults for corporate and financial clients on geopolitical risk and previously served as Director for Global Oil at Eurasia Group.Music by Aleksey Chistilin from Pixabay

Stay Tuned with Preet
Is the US in a Political Revolution? (with Ian Bremmer)

Stay Tuned with Preet

Play Episode Listen Later Jan 8, 2026 65:31


Ian Bremmer joins Preet to break down his annual Top Risks report and the biggest geopolitical threats shaping 2026. Bremmer is the founder of Eurasia Group and GZERO Media. They discuss the U.S. intervention in Venezuela, the new “Donroe Doctrine” of U.S. foreign policy, and why a political revolution in the U.S. ranks as the top risk. Then, Preet answers your questions on why Nicolás Maduro is being prosecuted in New York and the show “Schoolhouse Rock.” In the bonus for Insiders, Preet answers a listener's question about the legality of renaming the Kennedy Center to include Donald Trump's name. Join the CAFE Insider community to stay informed without hysteria, fear-mongering, or rage-baiting. Head to cafe.com/insider to sign up. Thank you for supporting our work. Show notes and a transcript of the episode are available on our website.  You can now watch this episode! Head to CAFE's Youtube channel and subscribe. Shop Stay Tuned merch and featured books by our guests in our Amazon storefront. Have a question for Preet? Ask @PreetBharara on BlueSky, or Twitter with the hashtag #AskPreet. Email us at staytuned@cafe.com, or call 833-997-7338 to leave a voicemail. Stay Tuned with Preet is brought to you by CAFE and the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Prof G Show with Scott Galloway
The Biggest Global Risks for 2026 — with Ian Bremmer

The Prof G Show with Scott Galloway

Play Episode Listen Later Jan 8, 2026 59:18


Ian Bremmer, president and founder of Eurasia Group, joins Jessica Tarlov, co-host of The Five and Raging Moderates, to unpack the biggest risks facing the world in 2026 — from Trump's political revolution and U.S. intervention abroad to Europe's instability, AI, and the global energy race. Follow Ian, @ianbremmer. Follow Jessica, @jessicatarlov. Learn more about your ad choices. Visit podcastchoices.com/adchoices

GZero World with Ian Bremmer
The biggest geopolitical risks of 2026 revealed

GZero World with Ian Bremmer

Play Episode Listen Later Jan 8, 2026 61:54


With the global order under increasing strain, 2026 is shaping up to be a tipping point for geopolitics. From political upheaval in the United States to widening conflicts abroad, the risks facing governments, markets, and societies are converging faster—and more forcefully—than at any time in recent memory.To break it all down, journalist Julia Chatterley moderated a wide-ranging conversation with Ian Bremmer, president of Eurasia Group and GZERO Media, and a panel of Eurasia Group experts, to examine the findings of their newly-released Top Risks of 2026 report.One theme dominates the discussion: the United States itself. From an accelerating political revolution at home to a more aggressive projection of power abroad, Washington has become the single biggest driver of global risk. That shift is playing out vividly in the Western Hemisphere, where dramatic developments in Venezuela signal a renewed US willingness to shape political outcomes closer to home.Along with Ian Bremmer, the Eurasia Group panel included Gerald Butts, Vice Chairman; Risa Grais-Targow, Director, Latin America; Cliff Kupchan, Chairman; and Mujtaba (Mij) Rahman, Managing Director, Europe. Their discussion also digs into the wars in Ukraine and the Middle East, rising instability among US allies in Europe, intensifying US-China competition, and the growing geopolitical consequences of artificial intelligence—all against the backdrop of a world with fewer guardrails and weaker global leadership.As Bremmer argues, these risks are not isolated. They are symptoms of a deeper transformation: a GZERO world, where power is unconstrained, alliances are fragile, and no single country can—or will—stabilize the international system.Host: Julia ChatterleyGuests: Ian Bremmer, Risa Grais-Targow, Cliff Kupchan, Mujtaba (Mij) Rahman, Gerald Butts Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Rachman Review
‘Regime roulette' in Venezuela: Is Greenland next?

The Rachman Review

Play Episode Listen Later Jan 8, 2026 23:53


Now that the Trump administration has fully embraced the ‘Donroe Doctrine' - a policy claiming the western hemisphere as a US sphere of influence - which country will be next in the line of fire? Gideon discusses this with Ian Bremmer, president of the Eurasia Group consultancy, which has just published its top risk report for 2026.Free links to read more on this topic:Venezuela and the trouble with the Donroe doctrineGreenland's future must be decided by island and Denmark, Starmer warns TrumpDonald Trump's imperial Venezuela folly will leave America no richerThe gangs, goons and guerrillas running swaths of VenezuelaNo, Trump is not a fascistSubscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe.Presented by Gideon Rachman. Produced by Fiona Symon. Sound design is by Simon Panayi and the executive producer is Flo Phillips.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

GZERO World with Ian Bremmer
The biggest geopolitical risks of 2026 revealed

GZERO World with Ian Bremmer

Play Episode Listen Later Jan 8, 2026 61:54


With the global order under increasing strain, 2026 is shaping up to be a tipping point for geopolitics. From political upheaval in the United States to widening conflicts abroad, the risks facing governments, markets, and societies are converging faster—and more forcefully—than at any time in recent memory.To break it all down, journalist Julia Chatterley moderated a wide-ranging conversation with Ian Bremmer, president of Eurasia Group and GZERO Media, and a panel of Eurasia Group experts, to examine the findings of their newly-released Top Risks of 2026 report.One theme dominates the discussion: the United States itself. From an accelerating political revolution at home to a more aggressive projection of power abroad, Washington has become the single biggest driver of global risk. That shift is playing out vividly in the Western Hemisphere, where dramatic developments in Venezuela signal a renewed US willingness to shape political outcomes closer to home.Along with Ian Bremmer, the Eurasia Group panel included Gerald Butts, Vice Chairman; Risa Grais-Targow, Director, Latin America; Cliff Kupchan, Chairman; and Mujtaba (Mij) Rahman, Managing Director, Europe. Their discussion also digs into the wars in Ukraine and the Middle East, rising instability among US allies in Europe, intensifying US-China competition, and the growing geopolitical consequences of artificial intelligence—all against the backdrop of a world with fewer guardrails and weaker global leadership.As Bremmer argues, these risks are not isolated. They are symptoms of a deeper transformation: a GZERO world, where power is unconstrained, alliances are fragile, and no single country can—or will—stabilize the international system.Host: Julia ChatterleyGuests: Ian Bremmer, Risa Grais-Targow, Cliff Kupchan, Mujtaba (Mij) Rahman, Gerald Butts Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Shortwave Report
The Shortwave Report January 9, 2026

The Shortwave Report

Play Episode Listen Later Jan 8, 2026 29:00


This week's show features stories from France 24, Radio Havana Cuba, and NHK Japan, http://youthspeaksout.net/swr260109.mp3 (29:00) From FRANCE- We start with 7 press reviews. Beginning with the South American press on the kidnapping of President Maduro by US military. A mysterious trader made a small fortune betting on the timing of the kidnapping of Maduro. How was the 5th anniversary of the Capitol riots reported in the US press and the White House website. The murder of Renee Nicole Good by an ICE agent in Minnesota received global news coverage. European leaders are responding to Trumps stated intent to annex Greenland. France 24 put together a remarkable hour long special on the kidnapping of Maduro- here is one brief section, comments by Gabriel Hetland a professor at the University of Albany on how Cuba is being affected by the US seizure of Venezuelan oil. From CUBA- First a report on President Maduro's first appearance in a US court and the death of at least 80 guards including 32 from Cuba. Israeli PM Netanyahu praised Trump for a perfect operation in Venezuela. Colombian President Petro posted on X that Latin America must unite, while Marco Rubio issued warnings to Cuba. From JAPAN- The Chinese and South Korean presidents held a summit in Beijing. The Interior Minister of Venezuela says at least 100 people were killed in the kidnapping of President Maduro. Many countries spoke out at the United Nations against the abduction of a head of state and the threats to Greenland. The US based Eurasia Group said that this years biggest risk is Trump dismantling checks on his power. A commentary on the power of Gen-Z in the current world climate. Available in 3 forms- (new) HIGHEST QUALITY (160kb)(33MB), broadcast quality (13MB), and quickdownload or streaming form (6MB) (28:59) Links at outfarpress.com/shortwave.shtml PODCAST!!!- https://feed.podbean.com/outFarpress/feed.xml (160kb Highest Quality) Website Page- < http://www.outfarpress.com/shortwave.shtml ¡FurthuR! Dan Roberts "Human beings can be redeemed. Empires cannot. Our refusal to face the truth about empire, our refusal to defy the multitudinous crimes and atrocities of empire, has brought about the nightmare Malcolm predicted. And as the Digital Age and our post-literate society implant a terrifying historical amnesia, these crimes are erased as swiftly as they are committed." --Chris Hedges Dan Roberts Shortwave Report- www.outfarpress.com YouthSpeaksOut!- www.youthspeaksout.net

Fast Politics with Molly Jong-Fast
George Conway & Ian Bremmer

Fast Politics with Molly Jong-Fast

Play Episode Listen Later Jan 7, 2026 48:59 Transcription Available


George Conway examines his run for Congress in New York City. The Eurasia Group’s Ian Bremmer details the destabilization Trump has brought to the world stage.See omnystudio.com/listener for privacy information.

Amanpour
How Serious is Trump About Colombia? 

Amanpour

Play Episode Listen Later Jan 7, 2026 56:05


Reacting to President Trump's threats against Colombia, President Gustavo Petro hit back by vowing to "take up arms" to defend his country. Trump and Petro have clashed from the very start when Petro initially refused to take Venezuelan migrants Trump was deporting, then over the war in Gaza, and US military strikes against alleged drug-trafficking vessels. The US even suspended Petro's visa and sanctioned him last year. But could this really spiral into an American assault on Colombia? Juan Manuel Santos was the country's president for eight years until 2018, and he joins Christiane from there.   Also on today's show: Karim Sadjadpour, Senior Fellow, Carnegie Endowment for International Peace; Ian Bremmer, Founder and President, Eurasia Group & GZERO Media    Learn more about your ad choices. Visit podcastchoices.com/adchoices

TED Talks Daily
The biggest global risks for 2026 | Ian Bremmer

TED Talks Daily

Play Episode Listen Later Jan 6, 2026 52:16


2026 is a tipping point year, says Ian Bremmer, founder of Eurasia Group. Highlighting the top risks that await the world, he breaks down the US military extraction of Venezuela leader Nicolás Maduro and explains why US President Donald Trump's embrace of the “Donroe doctrine” kicks off the most uncertain geopolitical environment in decades. With stark insights on what's to come in Europe, Russia and China, this is a can't-miss look at the volatile world order. (This interview, hosted by TED's Helen Walters, was recorded on January 5, 2026.) Hosted on Acast. See acast.com/privacy for more information.

The FOX News Rundown
What It Takes To Convict A Dictator

The FOX News Rundown

Play Episode Listen Later Jan 6, 2026 33:13


On Monday, Venezuela's President Nicolás Maduro pleaded "not guilty" to charges brought against him by the Trump administration following his capture over the weekend in a U.S. operation. Maduro was arraigned on narco-terrorism, drug trafficking, and weapons charges. Following his arrest, some world leaders and Democrats in Congress have questioned the legality of removing Maduro from power. Former state and federal prosecutor Jim Trusty joins the Rundown to discuss the strength of the case against Maduro and whether other witnesses will cooperate. The arrest of Venezuela's Nicolás Maduro has sparked international backlash, emergency meetings at the United Nations, and condemnation from some U.S. allies. Supporters of President Trump's decision to greenlight Operation Absolute Resolve argue the move delivers a major blow not only to the country's drug networks, but also to American adversaries like Iran, Hezbollah, and China, which have expanded their presence in Venezuela and the region. Ian Bremmer, president and founder of the Eurasia Group, joins the Rundown to assess the challenges ahead—including the possibility of the U.S. using military force to secure offshore oil infrastructure and cut off Venezuela's exports—and how the Trump administration is reshaping American power and influence across the Western Hemisphere. Plus, commentary by Jason Chaffetz, FOX News contributor and the host of the Jason In The House podcast on FOX News Radio.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

CBS This Morning - News on the Go
Sen. Mark Kelly on Trump & Hegseth | Arthur C. Brooks' Tips for Happiness in 2026

CBS This Morning - News on the Go

Play Episode Listen Later Jan 6, 2026 39:04


Sen. Mark Kelly, an Arizona Democrat, spoke with "CBS Mornings" Tuesday, criticizing the Trump administration when addressing the U.S. involvement in Venezuela and what could happen next. He also says, Sec. Pete Hegseth's threat to demote and censure him is about "stifling people's speech." Ian Bremmer, president of the geopolitical risk consultancy firm the Eurasia Group, joins "CBS Mornings" to discuss the group's annual top risks report. It analyzes the top 10 geopolitical risks facing the world in the coming year. Just hours before news broke of the capture of former Venezuelan President Nicolás Maduro, an anonymous user on a prediction market placed a high-dollar wager that he'd be out of power soon. The well-timed bet is raising questions about national security. Jo Ling Kent reports. Bestselling author Arthur C. Brooks, a Harvard professor and social scientist who teaches the science of happiness, speaks about resetting for 2026 and creating positive goals. Author and poet Fanta Ballo self-published her book "For All The Things I Never Got To Say" in 2021 when she was just 19 years old. Ballo speaks about the inspiration for her writing and her message to young writers. Comedian Nikki Glaser was the first woman to host the Golden Globes solo last year. She's returning to host the awards show again on Sunday. Glaser speaks to "CBS Mornings" about her preparation for the show. Harlan Coben has written many bestselling mystery novels, but now he's ditching fiction for real life cases in a new CBS series. "Harlan Coben's Final Twist" dives into true crime murder mysteries. He speaks to "CBS Mornings" about making the switch and challenges along the way. Tony Dokoupil gives a preview as "CBS Evening News" hits the road for the two-week tour, "Live from America" starting Tuesday. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

From Washington – FOX News Radio
What It Takes To Convict A Dictator

From Washington – FOX News Radio

Play Episode Listen Later Jan 6, 2026 33:13


On Monday, Venezuela's President Nicolás Maduro pleaded "not guilty" to charges brought against him by the Trump administration following his capture over the weekend in a U.S. operation. Maduro was arraigned on narco-terrorism, drug trafficking, and weapons charges. Following his arrest, some world leaders and Democrats in Congress have questioned the legality of removing Maduro from power. Former state and federal prosecutor Jim Trusty joins the Rundown to discuss the strength of the case against Maduro and whether other witnesses will cooperate. The arrest of Venezuela's Nicolás Maduro has sparked international backlash, emergency meetings at the United Nations, and condemnation from some U.S. allies. Supporters of President Trump's decision to greenlight Operation Absolute Resolve argue the move delivers a major blow not only to the country's drug networks, but also to American adversaries like Iran, Hezbollah, and China, which have expanded their presence in Venezuela and the region. Ian Bremmer, president and founder of the Eurasia Group, joins the Rundown to assess the challenges ahead—including the possibility of the U.S. using military force to secure offshore oil infrastructure and cut off Venezuela's exports—and how the Trump administration is reshaping American power and influence across the Western Hemisphere. Plus, commentary by Jason Chaffetz, FOX News contributor and the host of the Jason In The House podcast on FOX News Radio.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

World Today
Why is US prosecution of Maduro illegal?

World Today

Play Episode Listen Later Jan 6, 2026 53:29


① South Korean President Lee Jae Myung continues with his visit to China. How can China and South Korea strengthen cooperation while jointly defending results of the victory in World War II? (00:57) ② Venezuelan President Nicolas Maduro has pleaded not guilty to all drug-related charges during his first court appearance in New York. We explore the legal issues that could arise in this case, including those concerning the legality of his forcible seizure. (14:23) ③ Donald Trump has set sights on Greenland after the US attack on Venezuela. Should Denmark be worried about any US move targeting the self-governing territory? (24:50) ④ Why has Eurasia Group, a well-known political risk consultancy, named the US political revolution as the world's top risk in 2026? (35:25) ⑤ According to new official figures, China's low-altitude equipment sector has grown fast over the past five years. We explore the factors behind its growth. (42:23)

Fox News Rundown Evening Edition
What It Takes To Convict A Dictator

Fox News Rundown Evening Edition

Play Episode Listen Later Jan 6, 2026 33:13


On Monday, Venezuela's President Nicolás Maduro pleaded "not guilty" to charges brought against him by the Trump administration following his capture over the weekend in a U.S. operation. Maduro was arraigned on narco-terrorism, drug trafficking, and weapons charges. Following his arrest, some world leaders and Democrats in Congress have questioned the legality of removing Maduro from power. Former state and federal prosecutor Jim Trusty joins the Rundown to discuss the strength of the case against Maduro and whether other witnesses will cooperate. The arrest of Venezuela's Nicolás Maduro has sparked international backlash, emergency meetings at the United Nations, and condemnation from some U.S. allies. Supporters of President Trump's decision to greenlight Operation Absolute Resolve argue the move delivers a major blow not only to the country's drug networks, but also to American adversaries like Iran, Hezbollah, and China, which have expanded their presence in Venezuela and the region. Ian Bremmer, president and founder of the Eurasia Group, joins the Rundown to assess the challenges ahead—including the possibility of the U.S. using military force to secure offshore oil infrastructure and cut off Venezuela's exports—and how the Trump administration is reshaping American power and influence across the Western Hemisphere. Plus, commentary by Jason Chaffetz, FOX News contributor and the host of the Jason In The House podcast on FOX News Radio.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Velshi
The Media and America's Authoritarian Slide

Velshi

Play Episode Listen Later Dec 13, 2025 42:23


University of Toronto professor Jason Stanly warns of a slide to authoritarianism when the president of the United States involve himself in mega media mergers; Rep. Ted Lieu discusses President Trump's retribution campaign against perceived opponents and his latest setback; Eurasia Group's Ian Bremmer weighs in on Trump's new National Security Strategy document, which some say reads like a right-wing propaganda pamphlet To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alpha Exchange
Mark Rosenberg, Founder and Co-Head, Geoquant

Alpha Exchange

Play Episode Listen Later Dec 12, 2025 55:04


Risk generally falls into 4 categories, monetary (Central Banks), economic (growth and profits), financial (leverage, carry and correlation) and finally, geopolitical. This last category is non-market, market risk.  And in this context, it was a pleasure to welcome Mark Rosenberg, Founder of GeoQuant and adjunct professor at UC Berkeley to the Alpha Exchange for a discussion centered on political risk as a measurable market variable.Mark's work evaluates how governance, social instability, institutional stress, and security dynamics influence asset pricing. Tracing his path from academia to his time at Eurasia Group, he describes the gap that existed in country-risk assessment—macroeconomic indicators were abundant, yet political inputs remained qualitative, backward-looking, and infrequent. His motivation for launching GeoQuant followed the belief that political dynamics could be structured into model-based, data-driven signals rather than anecdotes, expert impressions, or slow annual indicators.GeoQuant separates political risk into governance, social, and security components, drawing from quantitative indicators, news-driven updates, and structural model frameworks. Geopolitical risk conjures referendums like Brexit, countries like Russia, China and Iran, conflicts like trade wars and actual wars. The United States does not come to mind. But looking ahead to the 2026 midterm cycle, Mark describes a US landscape defined by elevated turnover risk, the potential for policy conflict, and a political structure capable of generating prolonged uncertainty, a risk factor that may not be sufficiently priced into assets.I hope you enjoy this episode of the Alpha Exchange, my conversation with Mark Rosenberg.

Montel Weekly
Looming LNG oversupply: what will drive gas prices in 2026?

Montel Weekly

Play Episode Listen Later Dec 5, 2025 35:35 Transcription Available


The global LNG market has been tight since 2022, with prices remaining around USD 10/MMbtu (about EUR 30/MWh).  However, with the one-year countdown to the complete phase-out of Russian gas starting next month, and a new wave of LNG capacity from the US and Qatar expected to come online from next year - could prices drop as low as USD 7/MMbtu?  In this episode, Richard sits down with LNG analysts and geopolitical experts to discuss how Asia could see a strong demand rebound in the next few years, why Germany's declining industrial gas consumption puts downward pressure on long-term demand into Europe. But there is a note of caution as structural challenges in the US LNG construction industry are likely to  cause supply delays.  Host: Richard Sverrisson - Editor-in-Chief, Montel NewsContributor: Laurence Walker - Deputy Editor-in-Chief, Montel NewsGuests: Henning Gloystein - Managing Director of Energy and Resources, Eurasia Group. Saul Kavonic - Head of Energy Research, MST Financial.Editor: Oscar BirkProducer: Sarah Knowles

The Greek Current
Are Europe's problem economies now in the north?

The Greek Current

Play Episode Listen Later Nov 18, 2025 14:47


The Wall Street Journal ran a story earlier this month highlighting how the problem economies in Europe are no longer in the south, but in the north, with France and Germany dealing with budget deficits and debt while the former crisis hot spots like Greece look financially healthier. Mij Rahman, managing director for Europe at the Eurasia Group, joins Thanos Davelis as we take a closer look at this story.You can read the articles we discuss on our podcast here:Europe's Role Reversal: The Problem Economies Are Now Farther NorthKombos highlights Cyprus' growing value to the U.S.PM says government will allocate over 2 billion euros to support incomes

The Vital Center
Germany and the dangers of America abandoning Europe, with Jan Techau

The Vital Center

Play Episode Listen Later Nov 13, 2025 67:54


On February 27, 2022, three days after the Russian invasion of Ukraine, Olaf Scholz, who was then the Chancellor of Germany, gave a speech to an emergency session of the German parliament at which he described the attack as a Zeitenwende – an historic turning point. This watershed moment, he declared, meant “that the world afterwards will no longer be the same as the world before. The issue at the heart of this [change] is whether power is allowed to prevail over the law: whether we permit Putin to turn back the clock to the nineteenth century and the age of great powers, or whether we have it in us to keep warmongers like Putin in check. That requires strength of our own.” He announced a major restructuring of the country's cautious defense policy, including billions for modernization of the military and a promise that defense spending would exceed 2 percent of Germany's GDP, a level of spending that Scholz's party (the Social Democrats) traditionally had opposed. Three years later, Germany has a new chancellor, Friedrich Merz, who leads the Christian Democratic Union (CDU). He succeeded in amending Germany's constitution to lift the so-called “debt brake,” which means that the country will spend significantly more on defense as well as hundreds of billions on related infrastructure over the next ten years. But will it be enough to allow Germany to deter Russian aggression against Europe — particularly if the United States under Trump withdraws from its post-1945 role as the guarantor of European security? Can Germany develop a defense industry that can deliver under wartime conditions? Can Germany take on the leadership role in Europe that it long has been reluctant to assume — and will other countries accept Germany in this role?Jan Techau is a director with the Eurasia Group's Europe team, covering Germany and European security. He is also a senior fellow with the Transatlantic Defense and Security Program at the Center for European Policy Analysis. From 2020 to 2023, he served in the German government as head of speechwriting for three ministers in the German Ministry of Defense. In this podcast interview, he discusses the European reaction to Trump's reelection, the likelihood of Germany's being able to make the physical and psychological adjustments it would need in order to become the principal provider of conventional deterrence in Europe, the rise of anti-Americanism in Germany on both the left and right, and whether Europeans are capable of keeping peace on the continent without the help of the Americans. He also explains his 2016 diagnosis of what he called “sophisticated state failure,” which long before the Abundance movement was dreamed of predicted that highly developed countries would find it increasingly difficult to get anything done, and that this paralysis would provide an opening for populist uprisings all over the world. “The only lasting way out of sophisticated state failure,” he concluded, “is for responsible politicians to worry less about getting re-elected and start risking their political careers for things that need to be done.”

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Slate Taps Independent Service, China Ditches EV Subsidies, PayPal Integrates In ChatGPT

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Oct 29, 2025 10:25


Shoot us a Text.Episode #1182: Today we're talking about Slate Auto's bold move to use independent repair shops instead of dealers, China pulling back EV subsidies to let the market decide, and PayPal teaming up with OpenAI to turn ChatGPT into a next-gen shopping hub.Show Notes with links:Electric startup Slate Auto is flipping the traditional service model by partnering with independent repair shops instead of building dealerships or factory-run service centers. The company aims to launch its first vehicles with a fully certified third-party network next year.Slate will use RepairPal's 4,000-shop network, owned by Yelp, to handle warranty work, maintenance, and accessory installs.Shops certified through RepairPal will receive training for Slate-specific EV systems, including high-voltage repairs.“Being able to give that opportunity to the majority of our customers to service vehicles close to where they live is very important to us,” said Jeremy Snyder, Slate's chief commercial officer.After more than a decade of heavy government support, China is officially stepping back from its electric vehicle subsidies, signaling that the industry is now strong enough to compete without government help.EVs were excluded from China's 2026–2030 five-year strategic plan for the first time in over a decade.China ended its national EV purchase subsidies in late 2022 and plans to phase out remaining purchase tax rebates by 2027.The decision comes amid massive overcapacity—93 of 169 automakers in China hold less than 0.1% market share.“Electric vehicle subsidies will fade... the market will play a bigger role in deciding who survives,” said Dan Wang, China director at Eurasia Group.In a major fintech and AI crossover, PayPal has struck a deal with OpenAI to embed its digital wallet directly into ChatGPT, allowing users to shop and pay without ever leaving the platform.Starting next year, PayPal users can “Buy with PayPal” directly in ChatGPT, while merchants can list and sell their products inside the app.The partnership positions PayPal as the payment backbone for AI-driven ‘agentic commerce', following similar ChatGPT integrations with Shopify, Etsy, and Walmart.PayPal CEO Alex Chriss, “It's not just that a transaction can happen. It's a whole new paradigm for shopping… with the largest set of verified consumers in a consumer wallet.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Energy Evolution
Explaining Germany's energy transition 'reality check'

Energy Evolution

Play Episode Listen Later Oct 28, 2025 24:54


The energy policy of Europe's largest economy, Germany, is the focus of this week's episode. The coalition government's energy ministry recently published a monitoring report highlighting the need for a reality check on electricity demand forecasts and the implications for renewable energy expansion. Andreas Franke, editorial lead at S&P Global Commodity Insights, and Henning Gloystein, managing director of energy, climate & resources at Eurasia Group, examine how revised projections could alter Berlin's solar and wind expansion targets, and reshape the country's path to 80% renewable power by 2030. The conversation delves into the challenges facing German industry amid high energy costs and questions whether the country's 2045 climate targets remain realistic, given its planned reliance on gas-fired power generation. Franke and Gloystein also discuss how this recalibrated approach signals broader challenges facing the global energy transition, and they debate whether similar "reality checks" may be needed across other European nations.

Battery Metals Podcast
Explaining Germany&#x27;s energy transition &#x27;reality check&#x27;

Battery Metals Podcast

Play Episode Listen Later Oct 28, 2025 24:54


The energy policy of Europe's largest economy, Germany, is the focus of this week's episode. The coalition government's energy ministry recently published a monitoring report highlighting the need for a reality check on electricity demand forecasts and the implications for renewable energy expansion. Andreas Franke, editorial lead at S&P Global Commodity Insights, and Henning Gloystein, managing director of energy, climate & resources at Eurasia Group, examine how revised projections could alter Berlin's solar and wind expansion targets, and reshape the country's path to 80% renewable power by 2030. The conversation delves into the challenges facing German industry amid high energy costs and questions whether the country's 2045 climate targets remain realistic, given its planned reliance on gas-fired power generation. Franke and Gloystein also discuss how this recalibrated approach signals broader challenges facing the global energy transition, and they debate whether similar "reality checks" may be needed across other European nations.

The Current
Is the diamond industry losing its sparkle?

The Current

Play Episode Listen Later Oct 27, 2025 22:43


We've all heard the saying, diamonds are forever. That's meant for the natural stone, but turns out lab-grown diamonds are also forever — and that is pushing the industry into a crisis, causing significant price drops in natural diamonds. So, what's the future of the diamond industry in Canada and beyond — and what this shift to lab-grown diamonds mean for countries like Botswana where the health of the economy is tied to the health of the industry: We talk to Casey Hetman, a geologist, and a corporate consultant at SRK, an international mining consultancy firm, and Timothy Puko, Commodities Director at the Eurasia Group, covering metals and mining for the firm's Energy, Climate & Resources team.

RevDem Podcast
When Democracies Start to Self-Destruct: Rachel Myrick on how Polarization Becomes a Geopolitical Threat

RevDem Podcast

Play Episode Listen Later Oct 27, 2025 37:22


In our podcast, Rachel Myrick, the Douglas & Ellen Lowey Associate Professor of Political Science at Duke University, discusses with us how extreme partisan polarization threatens not only domestic governance but also global stability. Drawing on her new book, Polarization and International Politics: How Extreme Partisanship Threatens Global Stability (Princeton University Press, 2025), Myrick argues that polarization in democracies affects foreign policymaking.The conversation begins with a striking example:each year, the political risk consultancy Eurasia Group publishes a list of the world's top geopolitical risks. The 2024 report placed as the highest risk not the Russian aggression, Middle Eastern conflict, but ‘the United States versus itself'. This diagnosis, Myrick suggests, encapsulates the central claim of her book: extreme party polarization erodes the institutional foundations that once made democracies stable and credible actors abroad. Throughout the podcast, the author unfolds how polarization affects the three pillars that democracies used to have in international relations: the ability to keep foreign policystable over time, to credibly signal information to adversaries and the reliability with partners in international politics. Then, the discussion moves to the ways in which polarization affects foreign policies. In a healthy democracy, leaders are incentivized to provide public goods and act in the national interest.Instead, in extremely polarized environments, politicians do not „target messaging at the median voter and instead work to mobilize their political base”. Voters increasingly view politics as a contest between moral enemies rather than legitimate rivals, caring more about their side's victorythan about performance or accountability. While the United States provides her primary example, Myrick points to similar patterns across Europe. In younger democracies such as Hungary or Poland, polarisation fuels “executive aggrandizement,” as ruling parties rewrite rules to secure permanent advantage.In established democracies, it simply makes governments less predictable partners internationally. Rachel Myrick ends the conversation with a warning: the greatest threat to international order may no longer come from authoritarian powers, but from democracies unable to govern themselves and to be effective partners.

The Chris Cuomo Project
Ian Bremmer Explains the New World Disorder

The Chris Cuomo Project

Play Episode Listen Later Oct 7, 2025 78:57


Ian Bremmer (President and Founder, Eurasia Group and GZERO Media) joins Chris Cuomo to break down President Trump's 20-point proposal to end the war in Gaza and the geopolitical risks behind it. They examine Israel's growing international isolation, the political pressure on Benjamin Netanyahu, and whether Hamas will accept a deal that could finally stop the fighting. Bremmer explains how the conflict fits into a broader “new world disorder” — where U.S. influence, global alliances, and regional power brokers are all shifting. He and Cuomo discuss what a real peace would require, how Trump's approach could redefine America's role abroad, and what this moment reveals about the fragile state of global power. Follow and subscribe to The Chris Cuomo Project on Apple Podcasts, Spotify, and YouTube for new episodes every Tuesday and Thursday: https://linktr.ee/cuomoproject Join Chris Ad-Free On Substack: http://thechriscuomoproject.substack.com Support our sponsors: Get 15% off OneSkin with the code CUOMO at https://www.oneskin.co/ #oneskinpod Sign up for your $1 per month Shopfiy trial at http://shopify.com/chrisc Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Prof G Show with Scott Galloway
Gaza, Ukraine, and the End of American Reliability — with Ian Bremmer

The Prof G Show with Scott Galloway

Play Episode Listen Later Oct 2, 2025 70:34


Scott speaks with Ian Bremmer, president and founder of Eurasia Group, about the state of geopolitics at a moment of uncertainty. They discuss Trump's combative stance at the UN General Assembly, the possibility of a peace deal in Gaza, and America's shifting strategy on Russia and Ukraine. Ian also weighs in on whether the United Nations still has a role in solving global crises, and what all this means for the future of U.S. leadership. Follow Ian, @ianbremmer. Algebra of happiness: who do you owe? Prof G Conversations is a Signal Awards finalist. Vote for us in the Listener's Choice Award here. (voting ends October 9). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Bloomberg Talks
Eurasia Group Founder Ian Bremmer Talks International Relations

Bloomberg Talks

Play Episode Listen Later Oct 2, 2025 13:47 Transcription Available


Eurasia Group Founder Ian Bremmer discusses international relations, the state of the State Department, the trade market and more. Bremmer spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

The Sanctions Age
Why Oil Sanctions No Longer Work

The Sanctions Age

Play Episode Listen Later Sep 29, 2025 53:44


Few sanctions have been used as aggressively as oil sanctions. These measures are meant to hit oil producing “rogue states” where it hurts, starving governments of vital revenues and forcing changes in policy. But look around the world today and you will see a growing list of countries defying oil sanctions. Iran is still pumping. Russia is still exporting. Venezuela is still finding buyers. Oil sanctions were once thought to be the most powerful economic weapon in Washington's arsenal. But Gregory Brew believes that “the age of oil sanctions as a coercive tool is coming to an end.”On this episode, we unpack Greg's argument, and along the way look at how countries like Iran and Russia are still pumping, shipping, and marketing oil for eager buyers. We discuss the networks that move this sanctioned crude, the central role that China plays in this trade, and we examine about a recent report into a shadowy oil broker called Ocean Glory that shows just how sophisticated sanctions evasion has become.Greg is an analyst with Eurasia Group's Energy, Climate & Resources team. He also serves as the group's Iran country analyst. A historian by training, Greg is the author of two books on oil, Iran, and U.S. foreign policy.The Sanctions Age is hosted by Esfandyar Batmanghelidj.The show is produced by Spiritland Productions.Sign up to The Sanctions Age newsletter:www.thesanctionsage.comThe Sanctions Age is hosted by Esfandyar Batmanghelidj. The show is produced by Spiritland Productions.To receive an email when new episodes are released, access episode transcripts, and read Esfandyar's notes on each episode, sign-up for the The Sanctions Age newsletter on Substack: https://www.thesanctionsage.com/

The Shift
Geopolítica e tecnologia: dois lados da mesma moeda

The Shift

Play Episode Listen Later Sep 21, 2025 59:04


A disputa entre Estados Unidos e China se acirra em áreas como semicondutores, IA, biotecnologia e minerais críticos. A competição tecnológica virou arma geopolítica, com impactos diretos nas cadeias globais de produção e nos mercados emergentes. Como fica o Brasil nesse cenário? Convidamos Silvio Cascione, diretor da Eurasia Group no Brasil, e Andriei Gutierrez, presidente da ABES – Associação Brasileira das Empresas de Software, para explicar.Links do episódio:A página do LinkedIn de Silvio CascioneA página do LinkedIn de Andriei GutierrezO relatório Top Risks 2025, da Eurasia GroupO site do ABES SUMMIT 2025O livro "Chokepoints: American Power in the Age of Economic Warfare", de Edward FishmannO livro "História da China: O retrato de uma civilização e de seu povo", de Michael WoodO livro "World Builders: Technology and the New Geopolitics", de Bruno MaçãesO livro "Introdução aos estudos estratégicos", coletânea organizada por Augusto Teixeira Júnior e Antonio Henrique Lucena Silva      A The Shift é uma plataforma de conteúdo que descomplica os contextos da inovação disruptiva e da economia digital.Visite o site www.theshift.info e assine a newsletter

Amanpour
UN Accuses Israel of Genocide 

Amanpour

Play Episode Listen Later Sep 16, 2025 56:04


Israel's ground offensive into Gaza City has begun. It comes as a United Nations independent inquiry has concluded for the first time that Israel has committed genocide against Palestinians in Gaza. The Israeli government rejects the findings, maintaining that it's acting in self-defense against Hamas. To discuss this all, Professor at Columbia School of International and Public Affairs Nadav Eyal joins the show from New York.  Also on today's show: Firas Maksad, Managing Director of the Middle East and North Africa at the Eurasia Group; NYT Chief Africa correspondent Declan Walsh & Sudanese political analyst Kholood Khair; NYT reporter Sheera Frenkel; a 2018 interview with actor/director Robert Redford, who died today at 89  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Columbia Energy Exchange
The Power of a Russia-China Energy Deal

Columbia Energy Exchange

Play Episode Listen Later Sep 9, 2025 56:50 Transcription Available


Before it invaded Ukraine, Russia was Europe's single largest supplier of imported natural gas. But now that the European Union is considering an outright ban on all Russian gas by the end of 2027, Russia is pivoting to Asia, courting China as both a crucial new market for its gas and an important geostrategic ally. When Russian President Vladimir Putin traveled to China at the end of August, the visit produced a series of cooperation agreements. Among them: a deal between Gazprom and the China National Petroleum Corporation to advance the long-discussed Power of Siberia 2 pipeline, a massive project that, if completed, could send 50 billion cubic meters of Russian natural gas to China each year. But the announcement is short on many details, including pricing, financing, and a timeline. So what — beyond symbolism — does this deal actually deliver for both Russia and China in the short term? What prompted China to sign the agreement after years of delays? And what does it tell us about China's efforts to diversify its energy imports?  This week, Jason speaks with three scholars from the Center on Global Energy Policy (CGEP), Anne-Sophie Corbeau, Tatiana Mitrova, and Erica Downs, about the possible impacts of the Power of Siberia 2 pipeline agreement. The trio also recently co-authored a post about the PoS2 news on the CGEP website.   Anne-Sophie is a global research scholar at CGEP, where she focuses on hydrogen and natural gas. She previously worked as a senior analyst at BP and the International Energy Agency. Tatiana is a CGEP research fellow with twenty five years of experience dealing with Russian and global energy markets. Erica is a senior research scholar at CGEP, where she focuses on Chinese energy markets and geopolitics. Earlier in her career she held senior roles in the China Studies program of the CNA Corporation and at Eurasia Group. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

The Prof G Show with Scott Galloway
Winners and Losers in the Israel-Iran Conflict — with Ian Bremmer

The Prof G Show with Scott Galloway

Play Episode Listen Later Jun 26, 2025 68:56


Ian Bremmer, the president and founder of Eurasia Group, joins Scott to discuss the Israel-Iran conflict, the role President Trump played, and what could come next on the global stage. This marks Ian's 13th appearance on The Prof G Pod! Follow Ian, @ianbremmer. Algebra of Happiness: take a step back, stop complaining. Learn more about your ad choices. Visit podcastchoices.com/adchoices