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You are not going to believe the jaw-dropping concessions being made in this newly leaked 14-point U.S.-Iran Memorandum of Understanding (MoU)!
In this episode, we take a closer look at what to watch for in the upcoming Trump-Xi summit, which will be the first U.S. presidential visit to Beijing in nearly nine years, including what realistic deliverables may look like. We are pleased to welcome two leading experts: Zongyuan Zoe Liu, Maurice R. Greenberg Senior Fellow for China Studies at the Council on Foreign Relations (CFR), and Navin Girishankar, President of the Economic Security & Technology Department at the Center for Strategic and International Studies (CSIS). The discussion will be moderated by J.P. Morgan's Amy Ho, Strategic Research, and will begin with opening remarks from Joyce Chang, Chair of Global Research. Institutional clients of J.P. Morgan can view the related report at https://jpmorganmarkets.com/research/content/GPS-5298527-0. Speakers: Joyce Chang, Chair of Global Research Amy Ho, Strategic Research Navin Girishankar, President of the Economic Security & Technology Department at the Center for Strategic and International Studies (CSIS) Zongyuan Zoe Liu, Maurice R. Greenberg Senior Fellow for China Studies at the Council on Foreign Relations (CFR) This podcast was recorded on May 8, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5298527-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
While we celebrate the US military's accomplishments over the first forty days of the Iran conflict, a less desirable outcome has been the significant expenditure of munitions and reallocation of critical resources to the region. In Last Rounds? Status of Key Munitions at the Iran War Ceasefire, Colonel (Ret.) Mark Cancian and associate Chris Park crunch the numbers on the seven most heavily used munitions. Rest assured, there's enough left to cover any scenario with Tehran, but a future conflict with China in the Western Pacific highlights inadequate Pentagon inventories. Much like Ukraine before it, this conflict exposes the fragility of America's defense industrial base, making urgent, creative solutions from what Cancian and Park call the "primordial soup of R&D" essential. So, is Washington finally ready to take that lesson seriously?Mark Cancian (Colonel, USMCR, ret.) is a senior adviser with the CSIS Defense and Security Department. He joined CSIS in April 2015 from the Office of Management and Budget, where he spent more than seven years as chief of the Force Structure and Investment Division, working on issues such as Department of Defense budget strategy, war funding, and procurement programs, as well as nuclear weapons development and nonproliferation activities in the Department of Energy. Previously, he worked on force structure and acquisition issues in the Office of the Secretary of Defense and ran research and executive programs at Harvard University's Kennedy School of Government.Chris H. Park is a research associate for the Arleigh A. Burke Chair in Strategy at the Center for Strategic and International Studies (CSIS).Read the transcript here.Read the report here.Subscribe to our Substack here.
The U.S. dollar is the world's most important currency. Trade is priced in dollars, the world's central banks keep U.S. dollars in reserve, some places–including my home of Hong Kong, peg their currencies to the dollar. But what explains the U.S. dollar's success? And why have some challengers, like the Japanese yen or the Chinese yuan, failed to gain traction? Paul Blustein, author of King Dollar: The Past and Future of the World's Dominant Currency, joins us on the show today; the book was released last year, and is now in paperback. In his book, Paul talks about how the U.S. dollar got to where it is today and punctures some of the myths surrounding dollar dominance–like the idea that the “petrodollar” made a difference. Paul is a senior associate with the Economics Program and Scholl Chair in International Business at the Center for Strategic and International Studies (CSIS). He is also the author of several critically acclaimed books about global economic affairs. A graduate of the University of Wisconsin and Oxford University, where he was a Rhodes Scholar, he spent much of his career as a reporter at the Washington Post and Wall Street Journal. A programming note: we recorded this interview on April 4th, about a month after the U.S. first launched its strikes on Iran. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
The U.S. dollar is the world's most important currency. Trade is priced in dollars, the world's central banks keep U.S. dollars in reserve, some places–including my home of Hong Kong, peg their currencies to the dollar. But what explains the U.S. dollar's success? And why have some challengers, like the Japanese yen or the Chinese yuan, failed to gain traction? Paul Blustein, author of King Dollar: The Past and Future of the World's Dominant Currency, joins us on the show today; the book was released last year, and is now in paperback. In his book, Paul talks about how the U.S. dollar got to where it is today and punctures some of the myths surrounding dollar dominance–like the idea that the “petrodollar” made a difference. Paul is a senior associate with the Economics Program and Scholl Chair in International Business at the Center for Strategic and International Studies (CSIS). He is also the author of several critically acclaimed books about global economic affairs. A graduate of the University of Wisconsin and Oxford University, where he was a Rhodes Scholar, he spent much of his career as a reporter at the Washington Post and Wall Street Journal. A programming note: we recorded this interview on April 4th, about a month after the U.S. first launched its strikes on Iran. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs
The U.S. dollar is the world's most important currency. Trade is priced in dollars, the world's central banks keep U.S. dollars in reserve, some places–including my home of Hong Kong, peg their currencies to the dollar. But what explains the U.S. dollar's success? And why have some challengers, like the Japanese yen or the Chinese yuan, failed to gain traction? Paul Blustein, author of King Dollar: The Past and Future of the World's Dominant Currency, joins us on the show today; the book was released last year, and is now in paperback. In his book, Paul talks about how the U.S. dollar got to where it is today and punctures some of the myths surrounding dollar dominance–like the idea that the “petrodollar” made a difference. Paul is a senior associate with the Economics Program and Scholl Chair in International Business at the Center for Strategic and International Studies (CSIS). He is also the author of several critically acclaimed books about global economic affairs. A graduate of the University of Wisconsin and Oxford University, where he was a Rhodes Scholar, he spent much of his career as a reporter at the Washington Post and Wall Street Journal. A programming note: we recorded this interview on April 4th, about a month after the U.S. first launched its strikes on Iran. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics
The U.S. dollar is the world's most important currency. Trade is priced in dollars, the world's central banks keep U.S. dollars in reserve, some places–including my home of Hong Kong, peg their currencies to the dollar. But what explains the U.S. dollar's success? And why have some challengers, like the Japanese yen or the Chinese yuan, failed to gain traction? Paul Blustein, author of King Dollar: The Past and Future of the World's Dominant Currency, joins us on the show today; the book was released last year, and is now in paperback. In his book, Paul talks about how the U.S. dollar got to where it is today and punctures some of the myths surrounding dollar dominance–like the idea that the “petrodollar” made a difference. Paul is a senior associate with the Economics Program and Scholl Chair in International Business at the Center for Strategic and International Studies (CSIS). He is also the author of several critically acclaimed books about global economic affairs. A graduate of the University of Wisconsin and Oxford University, where he was a Rhodes Scholar, he spent much of his career as a reporter at the Washington Post and Wall Street Journal. A programming note: we recorded this interview on April 4th, about a month after the U.S. first launched its strikes on Iran. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/asian-review
The U.S. dollar is the world's most important currency. Trade is priced in dollars, the world's central banks keep U.S. dollars in reserve, some places–including my home of Hong Kong, peg their currencies to the dollar. But what explains the U.S. dollar's success? And why have some challengers, like the Japanese yen or the Chinese yuan, failed to gain traction? Paul Blustein, author of King Dollar: The Past and Future of the World's Dominant Currency, joins us on the show today; the book was released last year, and is now in paperback. In his book, Paul talks about how the U.S. dollar got to where it is today and punctures some of the myths surrounding dollar dominance–like the idea that the “petrodollar” made a difference. Paul is a senior associate with the Economics Program and Scholl Chair in International Business at the Center for Strategic and International Studies (CSIS). He is also the author of several critically acclaimed books about global economic affairs. A graduate of the University of Wisconsin and Oxford University, where he was a Rhodes Scholar, he spent much of his career as a reporter at the Washington Post and Wall Street Journal. A programming note: we recorded this interview on April 4th, about a month after the U.S. first launched its strikes on Iran. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices
The U.S. dollar is the world's most important currency. Trade is priced in dollars, the world's central banks keep U.S. dollars in reserve, some places–including my home of Hong Kong, peg their currencies to the dollar. But what explains the U.S. dollar's success? And why have some challengers, like the Japanese yen or the Chinese yuan, failed to gain traction? Paul Blustein, author of King Dollar: The Past and Future of the World's Dominant Currency, joins us on the show today; the book was released last year, and is now in paperback. In his book, Paul talks about how the U.S. dollar got to where it is today and punctures some of the myths surrounding dollar dominance–like the idea that the “petrodollar” made a difference. Paul is a senior associate with the Economics Program and Scholl Chair in International Business at the Center for Strategic and International Studies (CSIS). He is also the author of several critically acclaimed books about global economic affairs. A graduate of the University of Wisconsin and Oxford University, where he was a Rhodes Scholar, he spent much of his career as a reporter at the Washington Post and Wall Street Journal. A programming note: we recorded this interview on April 4th, about a month after the U.S. first launched its strikes on Iran. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance
The US has severely depleted key munitions in the Iran war - and it's already having global consequences. From delayed deliveries to allies such as Japan, South Korea and Ukraine, to a knockon impact on any future wars - such as a potential conflict with China over Taiwan - new analysis of America's strategic stockpiles do not make for comfortable reading. Venetia Rainey talks to Mark Cancian and Chris Park from the Center for Strategic and International Studies (CSIS) about what's running low, why and what impact it will have. Plus, will Donald Trump strike a deal with Iran to open the Strait of Hormuz instead of prioritising a nuclear agreement? That's what Tehran is reportedly proposing today, but as veteran US diplomat David Satterfield explains, that comes with its own problems. With Iran playing the long-game in an asymmetric war, the former ambassador says Trump does not have many good options available. CONTRIBUTORS:Venetia Rainey, co-host @venetiaraineyDavid Satterfield, former US diplomat and director of Baker Institute for Public PolicyMark Cancian, senior fellow CSIS @MarkCancianChris Park, research associate CSIS @chrhsparkCONTENT REFERENCED:Last Rounds? Status of Key Munitions at the Iran War Ceasefirehttps://www.csis.org/analysis/last-rounds-status-key-munitions-iran-war-ceasefireProducer: Elliot LampittExecutive Producers: Venetia Rainey & Louisa Wells► Sign up to our most popular newsletter, From the Editor. Look forward to receiving free-thinking comment and the day's biggest stories, every morning. telegraph.co.uk/fromtheeditor► EMAIL US: Contact the team on battlelines@telegraph.co.uk ► GET THE LATEST HEADLINES: Find all our latest Iran coverage here: https://www.telegraph.co.uk/iran-war/ Hosted on Acast. See acast.com/privacy for more information.
On today's episode, Lawfare Senior Editor Scott R. Anderson sits down with several leading experts to break down the recent ceasefire between Lebanon and Israel and what it might mean for their ongoing conflict, and the broader conflict with Iran.Joel Braunold is a contributing editor at Lawfare as well as the managing director of the Center Project. Dan Byman is a foreign policy editor at Lawfare as well as the director of the Warfare, Irregular Threats, and Terrorism Program at the Center for Strategic and International Studies (CSIS). Mona Yacoubian is the director of the Middle East Program at CSIS.Together, Scott, Dan, and Mona first discuss the contours of this latest Israel-Lebanon war, the nature of the ceasefire, and what will likely be needed for it to lead to a more enduring and stable resolution of the conflict. Scott and Joel then sit down separately a day later to specifically discuss Israel's view of the conflict and approach to the ceasefire, and what recent events might tell us about, among other things, Israeli-U.S. relations.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.
Story of the Week (DR):Elon Musk's SpaceX set to go public in $1 trillion share listingElon Musk's rocket and satellite company SpaceX has confidentially filed for an initial public offering with the Securities and Exchange CommissionThe firm could seek a valuation of $1.75 trillion with a public listing around June.A confidential filing means that SpaceX will submit its financials to the SEC before revealing them to the public, which must occur at least 15 days before the IPO roadshow.Musk owns 42% of the SpaceX now, according to Pitchbook, though that figure will change with the IPO when new owners are issued shares.Among current SpaceX owners is Donald Trump Jr, the president's oldest son. He owns a shares through 1789 Capital. That venture capital firm made him a partner shortly after his father won the presidency for a second time and has been buying up federal contractors seeking to win taxpayer money ever since.The White House and Trump himself have repeatedly denied there are any conflicts of interest between his role as president and his family's businesses.Public investors may get low-vote shares, while insiders could hold super-voting stock with roughly 10 to 20 votes per share, if the reported structure is adopted.Reports suggest SpaceX has been adding board members as it prepares for the IPO process.The company's board has historically included Elon Musk, Gwynne Shotwell, Antonio Gracias, Luke Nosek, Steve Jurvetson, and Donald Harrison in reporting about its governance.Gwynne Shotwell is widely reported as president and COO, and Bret Johnsen as CFOBig Banks Seeking a Piece of SpaceX's I.P.O. Must Subscribe to Elon Musk'sMusk is requiring Wall Street firms to purchase subscriptions to his A.I. chatbot if they want to advise on one of the largest initial public offerings in history.Air Canada CEO will retire this year after his English-only crash message was criticizedMichael Rousseau is stepping down following a massive public outcry after he delivered a condolence video almost entirely in English regarding a fatal plane crash that killed a French-speaking pilot.Critics and politicians, including Quebec's Premier, were outraged that Rousseau failed to fulfill a high-profile 2021 promise to learn French, viewing his English-only response to a tragedy as a sign of deep cultural disrespect.Air Canada's board has launched a global search for a successor and explicitly stated that fluency in both English and French is now a non-negotiable requirement for the next CEO.The company clarified that while a "comprehensive internal development program" has been in place for two years, the recent controversy accelerated the timeline for his departure.Rousseau will officially retire at the end of the third quarter (September 30, 2026), staying on until then to ensure a "seamless transition" and assist the board during the handover.Air Canada CEO Michael Rousseau initially stated he did not intend to step down following backlash over an English-only video regarding a runway incidentElon Musk called the decision “crazy” and suggested “it is not reciprocal.”“There are many one-sided laws in Canada that mandate French at the expense of English,” he posted to X, along with a Grok answering his request to provide a list of Canada's French language laws and explain “how this is hypocritical compared to no English mandate laws.”“Extremely hypocritical and unfair!”Oracle fired up to 30,000 workers via email after a 95% profit surge. Tech companies are cutting almost 1,000 jobs/day DROracle Corp.'s mass layoffs on Tuesday were part of the company's cost-cutting measures as it continues to build out expensive data centers for powering artificial intelligence.But one aspect of the mass layoffs — which were estimated to be as many as 30,000 people — was alerting workers over email at 6 a.m. Eastern that Tuesday would be their last day.The terse message, sent to workers in multiple regions and time zones, carried no executive name and was instead signed off simply as 'Oracle Leadership.'“We are sharing some difficult news regarding your position.After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is your last working day.We are grateful for your dedication, hard work, and the impact you have made during your time with us.After signing your termination paperwork, you will be eligible to receive a severance package subject to the terms and conditions of the severance plan. You will receive an email from DocuSign to your Oracle email address with details on your severance and termination date.Immediate Action RequiredTo receive important follow-up information, including FAQs and separation documents to help you through this transition, you must provide a personal email address.Please click here to submit a personal email address immediately. If you make a submission error, please re-submit a new form. Please Note: The personal email address will only be used for correspondence regarding separation-related information and severance agreements.Access to your computer, email, voicemail, and files will be deactivated soon, and you will be unable to log into your computer. As a reminder, you are prohibited from downloading, copying or retaining (including emailing yourself) any Oracle confidential information.Thank you for your contributions to our organization. If you have additional questions, please reach out to the HR team via the Ask HR page or at (888) 404-2494.Oracle Leadership”“After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role,” an email to one affected employee, obtained by MarketWatch, read.Survivors of the cuts were allegedly told by senior management that they would need to 'ramp up efficiency' and 'stretch' to cover the workload left by departed colleagues, a suggestion that many are resisting.Allegations that automated tools influenced redundancy decisions have become a central issue in the fallout.Iran Claims Oracle Strike in UAE as Dubai Attack Fears EscalateAnti-DEI crusade:Trump ousts Pam Bondi as attorney generalTrump Tells Karoline Leavitt She's 'Doing a Terrible Job,' Asks 'Should We Keep Her?'Is Kash Patel Getting Fired? FBI Director Might Be Next After Pam Bondi OustingHegseth ousts top Army generalArmy Chief of State Gen. Randy George.Defense Secretary Pete Hegseth and the Army's chief of staff had recently clashed over promotions, leading to his eventual ouster.Hegseth reportedly told Gen. Randy George to pull the names of four Army officers from a list of promotions to the rank of one-star general. The list consisted of about three dozen officers, most of whom were white men. However, two of them were Black and two were women, and those were the names Hegseth wanted removed.According to The New York Times, George refused, citing the officers' history of exemplary service. George reportedly asked Hegseth to meet two weeks ago to discuss the matter, but Hegseth declined. The defense secretary then struck the officers' names from the promotion list, even though it's not clear he has the authority to do so, per The Times.Hegseth has repeatedly taken steps to block or delay the promotions of Black and female senior officers in all four branches of the military.Secretary of the ArmyLabor Secretary Lori Chavez-DeRemerArmy Secretary Daniel Driscoll (26th Secretary of the Army)2004–2007 Student (B.S. Business Administration)2007–2011 Military service: Officer2011 Investment Banking Associate2011–2014 JDCandidateYale Law School2014–2015 Judicial Clerk2016–2019 Venture Capital Executive Winston-Salem, NC2020Congressional Candidate (NC-11)US House of Representatives (Campaign)2021–2023 Chief Operating Officer (COO) Flex Capital Management LLC2023–2024 Chief Strategy Officer On Call Physician StaffingJ.D. Vance / Senior Advisor 2024 Senior Advisor Donald Trump Presidential Campaign2025–26th Secretary of the ArmyChristine Wormuth (25th Secretary of the Army)1995–1996 Presidential Management Intern Department of Defense1996–2002 Policy Officer / French Desk Officer Office of the Secretary of Defense2002–2006 Principal (Consulting) DFI Government Services2007–2008 Staff Director (Jones Commission) Independent Commission on Iraq Security Forces2008–2009 Senior Fellow Center for Strategic & International Studies (CSIS)2009–2010 Prin. Dep. Asst. Secretary (Homeland Defense) US Department of Defense2010–2012 Special Asst. to the President / Senior Director National Security Council (White House)2012–2014 Dep. Under Secretary (Strategy, Plans, Forces) US Department of Defense2014–2016 Under Secretary of Defense for Policy US Department of Defense2017–2021 Director, International Defense & Security Center RAND Corporation2021–2025 25th Secretary of the Army Goodliest of the Week (MM/DR):DR: Judge rules Trump order eliminating NPR, PBS funding is unconstitutionalDR: United Airlines and flight attendants reached a tentative deal with $740 million in bonusesMM: Amazon to add 3.5% fuel and logistics surcharge for sellers as Iran war drives up energy pricesGO TO A LOCAL STORE!Assholiest of the Week (MM):Lying-iestChevron and Microsoft Team Up for Giant Texas Gas Power PlantTeam includes Chevron, Microsoft, and ENGINE NO 1Microsoft pledged to be carbon NEGATIVE by 2050Since they keep doing things like building gas plants, they're relying on carbon credits through reforestation to hit their targetSo they went out to buy the credits and picked a company called Mombak, a startup that has signed massive reforestation deals for Amazon reforestation but has yet to actually produce a carbon credit yet, has only started in theory, and the company admits there's still little information on how to quantify the carbon absorption in restoration projects.Despite that, Microsoft and Google both made massive investments to look green as they build out data farms for AI no one asked forEngine No 1, meanwhile, after its climate-darling turn at Exxon 5 years ago, has taken its all white male executive team AND board with climate investment banking and VC/PE expertise to partner with Chevron, who celebrated the Big Bullshit BIll that rolled back renewables and decided to happily take Venezuelan oil at the behest of TrumpInvestor-iestFirst, the results from investors at Starbucks:Average 95.7% approve of the boardMarissa Mayer, the new and highly interlocked director, got a team high 99% approvalResults were more correlated with drink disclosures by directors than performance metricsDespite campaigns by New York State, NYC, Mercyside, Trillium, and others to target Beth Ford and Jorgen Knudstorp, as well as advice from ISS to target just Beth Ford (absurd), given labor issues, Andy Campion instead had the lowest vote total at 87% for reasons that are unclearAnd of course…Then, the reason why there was a campaign to vote out directors in the first place:Starbucks to offer baristas up to $1,200 a year in bonusesWith this nugget:Baristas at unionized locations are unlikely to see the bonus program right away. At approximately five percent of its U.S. locations where employees have union representation, Starbucks acknowledged that federal labor law requires the bonus program to go through the collective bargaining process before it can take effect. According to CNBC, the two sides have not made meaningful progress at the bargaining table in over a yearAI-iestJack Dorsey says he wants 6,000 Block employees reporting straight to himThey already do asshat, you have dual class controlSam Altman says he 'miscalibrated' the mood of distrust toward AI and the government in the Pentagon dealNvidia CEO Jensen Huang's advice to workers scared of AI: You're just confusing your job with the tools you use to do itLarry Ellison Says AI Now Does Oracle's Coding Amid Mass Layoffs—3 Strategic Moves for Tech Workers (Oracle Fires 30,000 With a Cold 6 a.m. Email: Here's What It Said That Devastated Teams)Marc Andreessen says AI layoffs are a farce: Companies are 75% overstaffed, and AI is the ‘silver bullet excuse' to clean house DR“Essentially, every large company is overstaffed,” he said. “It's at least overstaffed by 25%. I think most large companies are overstaffed by 50%. I think a lot of them are overstaffed by 75%.” He added, “Now they all have the silver bullet excuse: Ah, it's AI.”So despite record profits every single year, increasing CEO pay, companies are OVERSTAFFED? They get paid less than inflation, and they have TOO MANY people? Some populist math:Assume “every large company” is companies with market cap > $20bn (~415 companies)Total employment as of last year: 27,795,346Total estimated employed people in US: 162,900,000 (62% labor participation)“Every large company” is 17% of all US employmentCurrently, 7,239,000 unemployed in USAndreessens mid point - “most large companies are overstaffed by 50%” - means he thinks they'll blame AI but that they “overemployed” by 13,897,717He is suggesting they are ALL FIREABLE because they are OVERSTAFFEDEmployment goes from 162,900,000 to 149,002,283, unemployment goes to 21,136,717, and the unemployment rate goes to 12% overnight - a 3x increase on the 4% it's at nowBecause Marc Andreessen thinks we're overstaffed… I wonder why…Studies historically have shown that the few days after layoffs stocks are down - but it depends on the reason for the layoff. Proactive layoffs (not a result of down financials, for instance) are rewardedRecent studies show that layoffs actually push stocks UP as time goes one - up to 22% cumulative return over normal 30 days out, and 5% 10 days out. Let's assume a 5% bump for all the proactive AI job cut assholes - the Block and Oracles of the world Other studies show that CEO pay goes up after layoffs if performance improves - so cutting staff for AI pushes stock up, stock up is better performance, CEO pay goes up Using the CEO pay ratio, the “cost savings” of cutting 14m employees is ~$1.4 TRILLION dollars (that's $1.4tn no longer in the hands of people who would be buying stuff like food and houses and gas and rubber chickens and inflatable pool floats)The cuts would add $3tn to market cap of all companies, save $1.4tn in employee costs - the average CEO pay ratio would go from 306 to 319, and the average CEO would make $22m moreThis isn't about overstaffing or AI - this is about CEOs getting paidHeadliniest of the WeekDR: CEO of Epic Games apologizes after laying off employee with terminal brain cancerDR: BlackRock CEO admits 'woke' era went too farDR: Raising Cane's CEO says he doesn't care for this one menu item, but had to sell it anyway: he always substitutes coleslaw for an extra piece of toastMM: New lawsuit alleges DraftKings and FanDuel are digital heroinMM: Scientists Say Half the World Could Be Nearsighted by 2050, and It's Not Just Screens. This Indoor Habit May Be WhySITTING IN THE DARK. This is where we're at as a society.Jamie Dimon Says…Jamie Dimon's warning: More geopolitical risk for America than since WWIIJamie Dimon blasts remote work as JPMorgan staff revolts over office mandateJamie Dimon says JPMorgan could do prediction markets — with big guardrailsJamie Dimon says the American Dream is ‘slipping out of reach'—and JPMorgan is spending billions to fix itJPMorgan's Jamie Dimon predicts AI will cut the working week to 3.5 days, cure cancers, and free up time for hobbiesWho Won the Week?DR: Angry French people in QuebecMM: Headhunting firms who suddenly can expect as much as 75% of large company employees to be calling them to find them workPredictionsDR: Air Canada hires a woman who speaks 845 languages who continually apologies for something she never didMM: Jamie Dimon says speaking French is stupid
In this episode of NucleCast, retired Lieutenant General Dan Karbler joins the podcast to examine the evolving landscape of air and missile defense amid ongoing regional conflicts and accelerating technological change. Drawing on decades of operational and strategic leadership, LTG Karbler discusses how layered missile defense—from strategic homeland defense to tactical systems—is adapting to increasingly complex threats.The conversation explores Iranian drone and missile activity in the Middle East, the role of systems such as THAAD, Patriot, and counter‑UAS, and the challenges of sustaining and reconstituting missile defense capabilities at scale. Lt Gen Karbler also offers insights into the Golden Dome concept for homeland missile defense, emerging future threats, and what deterrence requires in an era of precision missiles, massed drones, and rapid technological diffusion.For nearly 37 years, Dan served our nation in a variety of positions in the United States and around the world. An expert in Air and Missile Defense and Space Operations, he has extensive experience in effectively leading large and complex military commands, conducting operations, requirements and capability development, test and evaluation, and budget formulation. Prior to retiring from the Army as a Lieutenant General, he led the U.S. Army's Space and Missile Defense Command (SMDC), a globally dispersed organization across 23 locations and 11 time zones responsible for providing homeland and regional air and missile defense and space operations. During that time, Space and Missile Defense Command was named “The Army's Best Place to Work” in 2022 and 2023. Since retiring, Dan has joined the Center for Security and International Studies (CSIS) as a senior advisor to the Missile Defense Project and has been a frequent contributor on national security matters to Merit Street News. He sits on the advisory board for TCOM and was recently appointed to the board for the Military Child Education Coalition (MCEC). During the past year, Dan served as a technical advisor and actor in the upcoming movie, “A House of Dynamite.” Dan has a Master's degree in Strategic Studies from the U.S. Army War College, a Master's degree in Business Administration from Benedictine College, and a Bachelor's Degree from the U.S. Military Academy at West Point.Socials:Follow on Twitter at @NucleCastFollow on LinkedIn: https://linkedin.com/company/nuclecastpodcastSubscribe RSS Feed: https://rss.com/podcasts/nuclecast-podcast/Rate: https://podcasts.apple.com/us/podcast/nuclecast/id1644921278Email comments and topic/guest suggestions to NucleCast@anwadeter.org
As the full-scale invasion of Ukraine enters its fifth year, resistance to Russian occupation has undergone a radical transformation. The public displays of defiance that defined the war's early days — with civilians blocking tanks and holding street protests — have long been crushed by the Kremlin's ruthless occupation regime. By blending systematic brutality, bureaucracy, and pervasive surveillance, Russia has sought to extinguish dissent and erase Ukrainian identity in occupied regions. But this has only forced the resistance deeper underground. In this episode of The Naked Pravda, deputy editor Eilish Hart sits down with Dr. Jade McGlynn, the head of the Ukraine and Russia program at the Center for Statecraft and National Security at King's College London, to discuss this shift. Drawing on her extensive field research and recent report for the Center for Strategic and International Studies (CSIS), Dr. McGlynn analyzes how resistance efforts have adapted to survive life behind the front lines. Time stamps for this episode: (2:36) Early resistance and public defiance in occupied Ukraine(10:43) Organized resistance and intelligence(14:23) Differences across Ukraine's occupied territories(24:20) The challenges of researching Ukrainian resistance(30:08) Diplomatic efforts and perceptions in UkraineКак поддержать нашу редакцию — даже если вы в России и вам очень страшно
In this episode of Technology & Security, Dr Miah Hammond-Errey is joined by Major General Mick Ryan to examine how emerging technologies are reshaping war, alliances, and societies at a moment of profound global uncertainty. Ryan argues that the post-World War II order has ended, leaving democracies in an interregnum characterised by growing chaos. Against this backdrop, technology—from AI and autonomous systems to information and cognitive warfare—is not removing friction from conflict, but accelerating it, widening its surface area, and increasing the consequences of strategic misjudgement.Drawing on his recent work, Ryan explores lessons from Ukraine as a laboratory for contemporary conflict, emphasising that the most transformative shift is not drones or AI, but the speed at which societies and institutions can learn and adapt. This episode examines the changing role of alliances, the tension between values and interests, the risks of over-reliance on technology without organisational reform, and the ethical limits of AI in decision-making. The conversation concludes with an assessment of national resilience—economic, cyber, physical, and societal—and the need for clearer public conversations about risk, preparedness, and the responsibilities of citizenship in an increasingly contested world.Major General Mick Ryan (Ret'd) is a former senior Australian Army commander and leading analyst of war, strategy, and emerging technologies, currently a Senior Fellow at the Lowy Institute and Fellow at the Center for Strategic and International Studies (CSIS).
bto - beyond the obvious 2.0 - der neue Ökonomie-Podcast von Dr. Daniel Stelter
Das Theater um Grönland und die Reden in Davos haben es erneut gezeigt: Die Europäer haben immer noch nicht erkannt, wie fundamental sich die Weltordnung geändert hat. Seit etwa zehn Jahren verfolgt China eine Strategie, die systematisch und bewusst jeden bedeutenden Produktions-Bottleneck der Welt kontrolliert. China hat sich so systematisch auf einen neuen Kalten Krieg vorbereitet. Wie erfolgreich das war, musste Donald Trump mit seinen Zöllen feststellen. China hatte eine deutlich bessere Verhandlungsposition und die USA mussten einlenken.Darauf reagieren die USA nun, nachdem sie den Aufstieg des strategischen Rivalen viel zu lange unterschätzt haben. Was Donald Trump gerade macht, bestätigt: Wir leben in einer Kriegswirtschaft, in der nicht mehr der Markt, sondern die Kontrolle über Produktionsengpässe die Macht definiert. Trump geht es nicht um ein “Stück Eis” im hohen Norden. Es geht um 43 der 50 von den USA als kritisch eingestuften Mineralien.Über die These der Kriegswirtschaft diskutiert Daniel Stelter mit David Baverez, Autor des 2024 erschienenen Buches Welcome to the War Economy!HörerservicePaper des Center for Strategic & International Studies (CSIS): https://is.gd/b3LtVu David Baverez' Buch WELCOME TO THE WAR ECONOMY!: https://is.gd/zcEiHr beyond the obviousNeue Analysen, Kommentare und Einschätzungen zur Wirtschafts- und Finanzlage finden Sie unter think-bto.com.NewsletterDen monatlichen bto-Newsletter abonnieren Sie hier.RedaktionskontaktWir freuen uns über Ihre Meinungen, Anregungen und Kritik unter podcast@think-bto.com.Handelsblatt – 2026 beginnt rasant. Umso wichtiger ist fundiertes Wissen. Wenn Sie das ganze Jahr über gut informiert sein wollen, haben wir ein besonderes Angebot für Sie: 40 Prozent Rabatt auf ein Handelsblatt-Jahresabo – gedruckt oder digital. Ab 4,79 € pro Woche erhalten Sie klare Fakten, exklusive Hintergründe, starke Meinungen und wertvolle Impulse – damit Sie wirtschaftliche Entwicklungen noch besser einordnen können.Sichern Sie sich den Rabatt bis zum 23.02.2026 unter handelsblatt.com/wissen2026.WerbepartnerInformationen zu den Angeboten unserer aktuellen Werbepartner finden Sie hier. Hosted on Acast. See acast.com/privacy for more information.
Our first speaker is Seth Jones who is the president of the Defense and Security Department at the Center for Strategic and International Studies – CSIS. Seth is also the author of a new book entitled The American Edge: The Military Tech Nexus and the Sources of Great Power Dominance. Our second speaker is a very good friend of mine and golf partner David Susser who is the President of HEICO Distribution Group which is a leading company in commercial and defense aviation. Get full access to What Happens Next in 6 Minutes with Larry Bernstein at www.whathappensnextin6minutes.com/subscribe
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 the wake of the U.S. capture of Nicholás Maduro, a lot of questions have swirled around this major international event. Two things seem indisputable at this point. First, this was a near flawless and impressive operation by the U.S. military. Second, Nicholás Maduro is not a good guy. Beyond that, people around the world seem to fall into two main camps, this was a law enforcement operation taking a dangerous person off the "streets" or this was an illegal capture of a sitting leader that sets a bad precedent. As with most international events, the truth probably lands somewhere in the middle. For this month's episode we brought back Henry Ziemer, associate fellow with the Americas Program at the Center for Strategic and International Studies, to update us on the latest information about the raid, the future of Venezuela, and what this all means for the region. This episode does not aim to decide the legality of the U.S.' action, but rather to provide key insights and context into how this may shape the world moving forward. From providing insights into the background of interim president, Delcy Rodriguez, to how the U.S. is reshaping its relationship to Latin America, listeners will come away with greater insights on this major geopolitical shake-up.Henry Ziemer is an associate fellow with the Americas Program at the Center for Strategic and International Studies (CSIS), where he supports the program's research agenda and coordinates event planning and outreach. He previously served as an intern for the Americas Program. His research interests include transnational organized crime and human rights and security in Central America. Mr. Ziemer holds a BA in global affairs and history from Yale University.The World Affairs Council of New Hampshire is a non-partisan, non-profit, community supported organization. We do not take stances on policy, politics, politicians, or Parties. We rely upon a strong community of supporters to ensure these programs remain free and available to the public.Please consider a donation to support this engaging work.
In this episode, Mike speaks with Christopher Johnstone, Partner and Chair of the Defense & National Security Practice at The Asia Group. Previously, he served as Senior Advisor and Japan Chair at the Center for Strategic and International Studies (CSIS), and before that as National Security Council Director for Asia under President Biden and Director for Japan and Oceanian Affairs under President Obama. They discuss the arc of U.S.–Japan relations, the recent summit between U.S. President Trump and Japanese Prime Minister Takaichi, Japan's rapidly evolving defense policies, and much more.
You have likely heard about the buildup of American naval forces in the region around Venezuela. You have also, probably, heard conflicting reports on why this is happening. Does the United States want only to target drug trafficking groups and use all tools of the US military to stop it? Are they instead building up forces to scare Venezuela's government, led by Nicolas Maduro, to fold and flee the country? Is this the prelude to a war designed to completely reshape the future of this once democratic country? In this month's episode you will hear a deep conversation about the history of this impending crisis and where things go from here.Speaking with Henry Ziemer, associate fellow with the Americas Program at the Center for Strategic and International Studies (CSIS), Tim Horgan outlines the various voices leading these countries down this path, explores the rhetoric and highlights the complex realities, as well as provides some predictions on outcomes, understanding there are many factors that will shape this over the next weeks, months, and perhaps years. Whether designed to simply target drug boats or something more, the clock is ticking on the potential for conflict and the public relations battle that will follow no matter what happens.Henry Ziemer is an associate fellow with the Americas Program at the Center for Strategic and International Studies (CSIS), where he supports the program's research agenda and coordinates event planning and outreach. He previously served as an intern for the Americas Program. His research interests include transnational organized crime and human rights and security in Central America. Mr. Ziemer holds a BA in global affairs and history from Yale University.
For review:1. US Envoys Visit Israel to Discuss Hamas Fighters Trapped in Rafah Tunnels.2. France hosted Palestinian Authority President Mahmoud Abbas in Paris for a meeting on Tuesday, during which French President Emmanuel Macron committed to helping the PA draft a constitution for a future state.3. Syrian President Ahmed al-Sharaa threw cold water on the prospect of his country joining the Abraham Accords, saying that conditions were premature for talks on a normalization deal with Israel.4. Houthis Indicate a Halt to Military Operations Against Israel and Red Sea Shipping.5. Inspectors of the UN's International Atomic Energy Agency (IAEA) visited Iranian nuclear sites last week, Iran's foreign ministry spokesperson said on Monday.6. Dense Fog Enables Russian Forces Entry into Pokrovsk.7. Finland's former president Sauli Niinistö has called on the European Union to open direct channels of communication with Russian President Vladimir Putin to press for an end to the war in Ukraine.8. Ukraine President Volodymyr Zelenskyy is keen on ordering more than two dozen Raytheon-produced Patriot air defense systems.Figures from the Center for Strategic and International Studies (CSIS) thinktank claim that a Patriot battery costs $1.1 billion — split between $690 million for the weapon systems' missiles and $400 million for the system itself.9. The Navy has awarded General Dynamics a $1.7 billion contract to construct two more John Lewis-class fleet replenishment oilers.The fleet oilers are 742 feet in length with a displacement of nearly 50,000 tons when fully loaded and can carry 162,000 barrels of oil and dry cargo.
As India deepens its energy transition and the United States recalibrate its global partnerships, the US–India energy relationship stands at a pivotal moment. From energy technology collaboration, clean energy supply chains to geopolitical strategy, the partnership is evolving into a key pillar of bilateral engagement shaping both nations' economic and climate futures.In this episode, we speak with Richard Rossow, Senior Adviser and Chair in India and Emerging Asia Economics at the Center for Strategic and International Studies (CSIS). We discuss the evolution of the US–India energy ties — from the 2005 Civil Nuclear Agreement to today's cooperation on clean energy and LNG. Richard unpacks how energy fits into the broader US–India strategic relationship, the growing role of private capital, and what milestones to watch over the next decade in building a resilient, low-carbon future.Full transcript of the episode is available in English.Presented by 101ReportersRichard Rossow is on TwitterFollow TIEH podcast on Twitter, Linkedin & YouTubeOur hosts, Shreya Jai on Twitter, Linkedin & Dr. Sandeep Pai on Twitter, Linkedin
In this episode of Current Account, Clay is joined by Gracelin Baskaran, Director of the Critical Minerals Security Program at the Center for Strategic and International Studies (CSIS), to discuss a topic on the rise: critical minerals and rare earths. First, Gracelin explains the difference between critical minerals and rare earths and their relative importance as resources. The discussion that follows includes how China has monopolized the mining, manufacturing and production of critical minerals, how these circumstances may play a part in upcoming discussions between U.S. President Donald Trump and Chinese President, General Secretary Xi Jinping, how the state of these markets may drive global connections - as seen with the recent trade deal between the United States and Australia - and much more. This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.
Katsiaryna Shmatsina, Eurasia Fellow at Lawfare, is joined by Beverly Ochieng, senior security analyst at Control Risks and non-resident expert at the Center for Strategic and International Studies (CSIS), to examine how external powers compete for influence in Africa—and how African states are responding.They discuss the shifting priorities of the second Trump administration, including a “trade not aid” approach, stricter visa policies, and growing pressure on African governments to accept irregular migrants deported from the U.S.The conversation explores the evolving strategies of key players—the U.S., China, and Russia—alongside the rising influence of Turkey, the UAE, and the European Union's more diffuse forms of engagement.They also discuss public perceptions of foreign involvement, China's Belt and Road Initiative and its digital expansion, Russia's use of private military contractors and information operations, and the increasing role of African regional organizations in shaping the agenda.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.
Interview with Mona Yacoubian on Gaza: 28:20 This week, Kelly and Tristen unpack NATO's defense ministers meeting in Brussels and the Trump–Zelenskyy visit to the White House—what it means for Ukraine aid, European drone-defense plans, and the Tomahawk debate. They then turn to political turbulence in Cameroon and Peru, give a quick update on Madagascar's military-led transition, and close with with CSIS's Mona Yacoubian on the Gaza ceasefire, the Sharm el-Sheikh declaration, and the risks of a post-conflict security vacuum. Mona Yacoubian is director and senior adviser of the Middle East Program at the Center for Strategic and International Studies (CSIS). She has more than thirty years of experience working on the Middle East and North Africa, with a focus on conflict analysis, governance and stabilization challenges, and conflict prevention. The opinions expressed in this conversation are strictly those of the participants and do not represent the views of Georgetown University or any government entity. Produced by Abdalla Nasef and Freddie Mallinson. Recorded on October 21, 2025. Diplomatic Immunity, a podcast from the Institute for the Study of Diplomacy at Georgetown University, brings you frank and candid conversations with experts on the issues facing diplomats and national security decision-makers around the world. Funding support from the Carnegie Corporation of New York. For more, visit our website, and follow us on Linkedin, Twitter @GUDiplomacy, and Instagram @isd.georgetown
In Episode 230 of Growing Pains with Nicholas Flores, Scott Kennedy, senior adviser and trustee chair in Chinese Business and Economics at the Center for Strategic and International Studies (CSIS), breaks down U.S.-China relations as a "cautious ceasefire" amid deep economic ties and mutual distrust. He contrasts China's vision under Xi Jinping with U.S. internal debates, the rise of China's technology sector, Hong Kong, and global futures. You can find Scott Kennedy at CSIS online (https://www.csis.org/people/scott-kennedy), and his podcast, China Field Notes, on YouTube and everywhere you listen to podcasts. 10/03/2025
Russia's full-scale invasion of Ukraine has now passed the three-and-a-half-year mark, and there is still no end in sight. The Trump administration's recent push to negotiate a ceasefire ground to a halt in early September, after Ukraine's Volodymyr Zelensky rejected Vladimir Putin's proposal to meet in Moscow, dismissing the invitation as a sign that his Russian counterpart has no desire to negotiate. Meanwhile, on the battlefield in Ukraine, Russian troops are continuing their offensive in central Donbas. While Ukrainian forces have succeeded in slowing their advance, this has come at the cost of Kyiv's defenses elsewhere, creating vulnerable gaps between frontline positions that Russian forces can slip through. With the front line becoming increasingly fluid and peace talks stalled, Russia has also continued to launch deadly missile and drone attacks on Ukrainian cities, targeting the country's energy grid ahead of the approaching winter months. By all appearances, Putin believes that if Russia's military keeps pushing forward, it will eventually outlast and overpower Ukraine. But how much longer can the Kremlin sustain its war machine? In a new report for the Center for Strategic and International Studies (CSIS), senior fellow Maria Snegovaya and Europe, Russia, and Eurasia program director Max Bergmann break down the mounting costs of Russia's war effort and outline four plausible scenarios for the war's next chapter. Dr. Maria Snegovaya joins this episode of The Naked Pravda to discuss their analysis. Time stamps for this episode: (2:05) The current state of the Russia–Ukraine war(4:49) Russia's war strategy and unchanging goals(8:03) How sustainable is this war for the Kremlin?(13:12) How Russia is replenishing its military losses(17:30) Potential scenarios for the war's future(26:55) Strategies for Ukraine and Western alliesКак поддержать нашу редакцию — даже если вы в России и вам очень страшно
In this episode Shiv is in conversation with Jason Casey, CEO and co-founder of Beyond Identity. Jason talks about his early fascination with technology, his career trajectory, and how he entered cybersecurity. He describes Beyond Identity's mission to eliminate passwords and improve identity verification. Jason shares insights on staying ahead in cybersecurity, touching on topics like AI, supply chain attacks, and trusted computing. He discusses the transition from CTO to CEO, the importance of curiosity and experimentation in both early and mid-career stages, and his personal practices for managing stress and staying grounded.00:25 Jason Casey's Early Fascination with Technology01:22 Journey into Cybersecurity02:23 Understanding the Hacker Mindset03:58 Staying Ahead in Cybersecurity06:57 Fundamentals of AI and Security09:01 Challenges and Innovations in AI Security10:16 Building Secure Systems with AI13:50 The Cost of Real-Time Security15:24 Deterministic vs. Probabilistic Security Controls17:19 The Role of Honeypots in Cybersecurity18:44 Adversarial Tactics and Device Posture21:15 AI in Software Development and Security25:17 Trusted Computing in Aerospace and Defense27:01 Hardware-Based Trusted Computing28:04 Genesis of Beyond Identity29:31 Meeting Jim Clark32:17 Beyond Identity's Mission34:04 Transition from CTO to CEO37:17 Career Tips for Cybersecurity50:06 Personal Practices to Stay Groundedhttps://www.linkedin.com/in/jassoncasey/Jasson Casey currently serves as Chief Executive Officer and Co-Founder at Beyond Identity, where he's built an identity security platform for enterprises to make identity-based attacks impossible.Jasson has 20+ years of experience delivering security and networking products to all markets and customer types, including global enterprises and carriers. He served as CTO at Security Scorecard, Fellow in CyberSecurity with the Center for Strategic and International Studies (CSIS), and as Advisor to IronNet CyberSecurity, a security startup founded by Gen. (Ret) Keith Alexander.Prior to Beyond Identity, Jasson was VP of Engineering at IronNet CyberSecurity and oversaw development of the vendor's revolutionary collective intelligence platform and pioneered new approaches to total network observability, including limitless wire rate packet capture with truly elastic retention abilities.He also brings a long history of innovation advocacy for Software Defined Networks (SDN) through his work founding and leading Flowgrammable, and serving as a member of the Software Leadership Council at the Open Networking Foundation. Previously he held roles in product management, business development and engineering with CenturyTel(CenturyLink), Level3(CenturyLink), and Alcatel(Nokia).Jasson has a BSEE from the University of Texas at Austin and has a Ph.D. in electrical engineering at Texas A&M University.
In this critical episode, host Jim Carouso welcomes two leading experts on the Australia-UK-US (AUKUS) agreement to examine whether the landmark trilateral security partnership can deliver on its promises four years after its launch. Charlie Edel, inaugural Australia Chair at the Center for Strategic and International Studies (CSIS), and Abe Denmark, senior fellow at CSIS and a former DOD official who helped implement AUKUS, join to discuss their new report, "The AUKUS Inflection: Seizing the Opportunity to Deliver Deterrence."The conversation dives deep into five fundamental challenges threatening AUKUS' success:• Submarine production bottlenecks plague the U.S. industrial base, with maintenance backlogs keeping 25% of attack submarines out of the water. • Sovereignty questions have emerged as Washington reportedly seeks Australian operational commitments for future contingencies. • Australia faces the massive challenge of building a nuclear submarine workforce from scratch—requiring 20,000 new skilled workers in a country with virtually no civilian nuclear industry.• AUKUS “Pillar 2” technology cooperation lacks focus and marquee deliverables despite bureaucratic progress on export controls and information sharing.• Timeline pressures mount as critics question whether AUKUS capabilities will arrive too late for current deterrence needs, with Australian submarine construction not beginning until 2040.The experts propose concrete solutions: appointing AUKUS special representatives reporting directly to leaders in all three countries; creating an AUKUS visa system for seamless researcher mobility; establishing trilateral congressional oversight mechanisms; producing annual progress reports for transparency and accountability; and concentrating Pillar 2 efforts on autonomy, long-range strike and integrated missile defense rather than spreading resources across quantum computing and other emerging technologies that lawmakers struggle to understand.Denmark emphasizes that AUKUS should be viewed as additive rather than subtractive to existing capabilities, with Australian maintenance facilities and industrial contributions helping get more U.S. submarines operational faster. The discussion also touches on recent diplomatic engagements, including Australian Deputy Prime Minister Richard Marles' meetings in Washington amid ongoing U.S. reviews of the partnership.Both experts stress that while AUKUS faces significant implementation challenges, failure would damage U.S. credibility, weaken deterrence, and embolden adversaries. Success requires immediate course corrections, increased funding, and sustained political commitment across all three democracies to deliver meaningful capabilities for Indo-Pacific security.
The European Union is implementing a 'Carbon Border Adjustment Mechanism' (CBAM) that will levy a fee on importing certain goods that are produced in countries that lack regulations forcing producers to cut their greenhouse gas emissions. It's an idea that other countries are considering, but is also hugely complex and may be challenged by exporter countries. Two expert guests explain the policy and its implications for business and global trade. Speakers: Aaron Cosbey, Senior Associate, International Institute for Sustainable Development (IISD) Dandy Rafitrandi, researcher at the Department of Economics, Centre for Strategic and International Studies (CSIS), Indonesia Kimberley Botwright, Head, Sustainable Trade, World Economic Forum (co-host) Links: World Economic Forum Centre for Regions, Trade and Geopolitics: https://centres.weforum.org/centre-for-regions-trade-and-geopolitics/home Emissions in trade: Where are they and how do we measure them?: https://www.weforum.org/stories/2025/03/emissions-in-trade-how-we-measure-them/ CBAM: What you need to know about the new EU decarbonization incentive: https://www.weforum.org/stories/2022/12/cbam-the-new-eu-decarbonization-incentive-and-what-you-need-to-know/ What future for climate and trade? Scenarios and strategies for carbon competitiveness?: https://www.weforum.org/publications/what-future-for-climate-and-trade-scenarios-and-strategies-for-carbon-competitiveness/ Countries must deal with imported emissions in a fair and flexible way: https://www.climatechangenews.com/2025/08/27/countries-must-deal-with-imported-emissions-in-a-fair-and-flexible-way/ European Commission on CBAM: https://trade.ec.europa.eu/access-to-markets/en/news/carbon-border-adjustment-mechanism-cbam International Institute for Sustainable Development: https://www.iisd.org/ Centre for Strategic and International Studies: https://www.csis.or.id/ Podcasts: Climate science is clearer than ever. How should companies respond?: https://www.weforum.org/podcasts/radio-davos/episodes/climate-science-policy-business-response/ It was ‘no deal' on a global plastics treaty - so what happens now?: https://www.weforum.org/podcasts/radio-davos/episodes/plastics-treaty-inc5-gpap/ Tariffs, globalization, and democracy, with Harvard economist Dani Rodrik: https://www.weforum.org/podcasts/radio-davos/episodes/dani-rodrik-economics-globalization-tariffs/ The global economy 'at a crossroads' ahead of Davos: Chief Economists Outlook: https://www.weforum.org/podcasts/radio-davos/episodes/chief-economists-outlook-ralph-ossa-wto/ Check out all our podcasts on wef.ch/podcasts: YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552 Join the World Economic Forum Podcast Club: https://www.facebook.com/groups/wefpodcastclub
AI is using more energy than ever, but it's also making us more productive and efficient. So how can we dial down energy consumption without losing the momentum? Let's find out from Joseph Majkut, Director of the Energy Security and Climate Change Program at the Center for Strategic and International Studies (CSIS). In this episode of AI in Action, Joseph talks about the critical intersection of AI and energy, explaining the impact of AI on power grids and discussing the potential solutions for efficient power generation. Watch the full episode to discover how AI poses both challenges and opportunities for energy consumption, focusing on generative AI data centers, energy efficiency, and the role of nuclear power.Timestamps:0:00 Intro06:18 AI demand versus energy supply09:18 Easing energy demand through infrastructure and operations12:44 Reframing energy use in AI workflows15:46 The most compelling aspect of how AI meets energy19:13 Advice for leaders on using AI without overloading the grid
Kicking off our annual What the Hell's summer book series, Zach Cooper discusses his new book, Tides of Fortune: The Rise and Decline of Great Militaries (Yale University Press, 2025). How will the United States and China evolve militarily in the years ahead? Many experts believe the answer to this question is largely unknowable. But in his book, Zack Cooper argues that the American and Chinese militaries are following a well-trodden path. For centuries, the world's most powerful militaries have adhered to a remarkably consistent pattern of behavior, determined largely by their leaders' perceptions of relative power shifts. WTH is China on this path? And importantly, WTH is the US?Zack Cooper is a senior fellow at the American Enterprise Institute, where he studies US strategy in Asia, including alliance dynamics and US-China competition. He also teaches at Princeton University and serves as chair of the board of the Open Technology Fund. Before joining AEI, Dr. Cooper was the senior fellow for Asian security at the Center for Strategic and International Studies (CSIS). Find Tides of Fortune: The Rise and Fall of Great Militaries here.Find the transcript here.
In this episode of Current Account, Clay is joined by Mark Sobel, a Senior Advisor at the Center for Strategic and International Studies (CSIS) and U.S. Chairman at the Official Monetary and Financial Institutions Forum (OMFIF), and Josh Lipsky the Chair of International Economics at the Atlantic Council and Senior Director of the Atlantic Council's GeoEconomics Center, to discuss the dollar and the first six months of the Trump administration's dollar policy. The discussion begins with a brief overview of recent developments in the dollar and dollar policy before diving into other factors that may impact the dollar such as geopolitics and economic statecraft, what impact other ongoing events - such as the rise of stablecoins and open clashes in the public sector - have on dollar markets, why the U.S. may have a "plumbing problem" and how to combat it*, how these and other issues impact global economies, why dollar volatility is or isn't a bad sign, and much more. *For more on this topic, read Josh's recent op-ed in the NYTimes here. This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.
Robert Ward hosts Sakata Yasuyo, Professor of International Relations at Kanda University, Victor Cha, President of the Geopolitics and Foreign Policy Department and Korea Chair at the Centre for Strategic and International Studies (CSIS), and Jung-Hoon Lee, Dean and Professor of International Relations at the Graduate School of International Studies at Yonsei University. They discuss Japan–South Korea relations in light of the 60th anniversary of diplomatic normalisation. Robert, Yasuyo, Victor and Jung-Hoon discuss: Evolution of Relations: From diplomatic normalisation in 1965 to people-to-people and civil society engagement, especially post-1998Japan–South Korea–US trilateral alignment, institutional frameworks, and strategic consultation, notably the 2023 Camp David SummitFuture Prospects and Domestic Pressures: Economic strain, shifting public sentiment towards China, and cautious optimism in bilateral cooperationThe following books are recommended by our guests to gain a clearer picture of the topics discussed: Victor Cha, Alignment Despite Antagonism: The United States-Korea-Japan Security Triangle, (California: Stanford University Press, 1990), 376pp. Victor Cha, Powerplay: The Origins of the American Alliance System in Asia, (New Jersey: Princeton University Press, 2016), 352pp. Victor Cha and Ramon Pacheco Pardo, Korea: A New History of South and North, (Connecticut: Yale University Press, 2024), 320pp.Chong-Sik Lee, Japan and Korea: The Political Dimension, (California: Hoover Institution Press, 1985), 234pp. Brad Glosserman and Scott A. Snyder, The Japan–South Korea Identity Clash: East Asian Security and the United States, (New York: Columbia University Press, 2015), 240pp. We hope you enjoy the episode and please follow, rate, and subscribe to Japan Memo on your podcast platform of choice. If you have any comments or questions, please contact us at japanchair@iiss.org. Date recorded: 30 June 2025 Japan Memo is recorded and produced at the IISS in London. Hosted on Acast. See acast.com/privacy for more information.
In this episode of the ChinaPower Podcast, Ms. Mona Yacoubian and Mr. Tuvia Gering join us to unpack the latest escalation between Israel and Iran and explore how China is navigating this evolving conflict. They begin by situating the conflict in the aftermath of Hamas's October 7 attack, which triggered a series of strikes by Iranian-backed militias that eventually led to direct Israel-Iran military confrontations. Ms. Yacoubian outlines how Israeli strikes were timed around a perceived window of Iranian vulnerability and rising concerns over Iran's nuclear enrichment levels. Mr. Gering describes a significant paradigm shift in Israeli security doctrine after October 7, and the belief that Iranian threats, both nuclear and conventional, have necessitated preemptive action, especially with the current Trump administration's backing. Ms. Yacoubian highlights the limited material support to Iran from Russia, North Korea, and China, and noted China's preference to prioritize regional economic ties over military entanglement. Mr. Gering delves into the mixed Chinese domestic debates on Iran and explores unconfirmed reports of potential Chinese arms transfers to Iran. Finally, they assess what these developments may mean for China's long-term role in Middle East security, including the possibility of a new security architecture that could include both Israel and Iran, and how Iran's strategic calculations may shift amid growing isolation. Mona Yacoubian is senior adviser and director of the Middle East Program at the Center for Strategic and International Studies (CSIS). She has more than thirty years of experience working on the Middle East and North Africa, with a focus on conflict analysis, governance and stabilization challenges, and conflict prevention. She was previously vice president of the Middle East and North Africa Center at the U.S. Institute of Peace (USIP), where she managed field programming in Iraq, Libya, and Tunisia as well as Washington, D.C.–based staff. In 2019, she served as executive director of the congressionally appointed Syria Study Group. From 2014 to 2017, Yacoubian served as deputy assistant administrator in the Middle East Bureau at the U.S. Agency for International Development (USAID), where she had responsibility for programming across Syria, Jordan, Lebanon, and Iraq. Captain (Res.) Tuvia Gering is a China analyst at Planet Nine, a Tel-Aviv and East Asia-based tech company, a visiting researcher at the Diane & Guilford Glazer Foundation Israel-China Policy Center at the Institute for National Security Studies (INSS), and a nonresident fellow in the Atlantic Council's Global China Hub. Previously, he was a research fellow at the Jerusalem Institute for Strategy and Security (JISS) and the Israeli Chinese Media Center. Gering is the editor and author of Discourse Power on Substack, a newsletter covering leading Chinese perspectives on current affairs, and holds a BA in East Asian studies from the Hebrew University of Jerusalem (summa cum laude) and an MPH in disaster and emergency management from Tel Aviv University (summa cum laude).
Erik Prince is an American businessman, former U.S. Navy SEAL, and the founder of Blackwater, a private military company established in 1997. A graduate of Hillsdale College, Prince heads Frontier Resource Group, a private equity firm, and promotes economic development in emerging markets. He hosts the podcast Off Leash with Erik Prince, launched in 2023, and founded Unplugged, a privacy-focused smartphone company. Prince, a vocal advocate for privatizing military operations and deregulation, has been linked to controversial arms deals and Trump-era political operations. Erik Bethel is a General Partner at Mare Liberum, a fund focused on sustainability and national security in the maritime domain. He is a global finance professional with experience in the private and public sectors. In 2020, he was nominated to serve as the U.S. Ambassador to the Republic of Panama. Previously, he was nominated by the President and confirmed unanimously by the Senate to represent the United States at the World Bank. At the World Bank, Erik participated in the analysis and deployment of over $100 billion of capital in the developing world through grants, loans, equity investments, and other financial products. Previously, Erik spent over twenty years working as an investment banker and private equity professional at Franklin Templeton Investments, J.P. Morgan, and Morgan Stanley. Erik earned a BS in economics and political science from the United States Naval Academy in Annapolis and an MBA from the Wharton School of Business at the University of Pennsylvania. He serves on several Boards, including the United States Naval War College Foundation, is a Fellow at the Center for Strategic and International Studies (CSIS), and is an Advisor to Oxford Analytica - a geopolitical think tank. He speaks Spanish, Portuguese, and Mandarin. Shawn Ryan Show Sponsors: https://www.roka.com - USE CODE SRS https://www.betterhelp.com/srs This episode is sponsored. Give online therapy a try at betterhelp.com/srs and get on your way to being your best self. https://www.bubsnaturals.com/shawn https://www.meetfabric.com/shawn https://www.shawnlikesgold.com https://www.helixsleep.com/srs https://hexclad.com/srsFind your forever cookware @hexclad and get 10% off at hexclad.com/srs! #hexcladpartner https://www.moinkbox.com/srs https://www.paladinpower.com/srs https://uscca.com/srs Guest Links: Erik Prince X - https://x.com/therealErikP LinkedIn - https://www.linkedin.com/in/erik-prince Podcast - https://podcasts.apple.com/us/podcast/off-leash-with-erik-prince Frontier Resource Group - https://www.frgroup.com Unplugged Phone - https://unplugged.com Erik Bethel LinkedIn - https://www.linkedin.com/in/erik-bethel-692604Mare Liberum - https://www.mareliberumcapital.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode of NucleCast, Adam speaks with Dr. Tom Karako from the Center for Strategic and International Studies about the Golden Dome initiative, a response to increasing air and missile threats. They discuss the initiative's purpose, its funding structure, and the importance of missile defense in national security. The conversation also covers the role of space in missile defense, critiques of the Golden Dome initiative, and the need for more capacity and sensors in the defense strategy.Dr. Karako is a senior fellow with the International Security Program and the director of the Missile Defense Project at the Center for Strategic and International Studies (CSIS), where he arrived in 2014. His research focuses on national security, missile defense, nuclear deterrence, and public law. For 2010–2011, he was an American Political Science Association Congressional Fellow, working with the professional staff of the House Armed Services Committee and the Strategic Forces Subcommittee on U.S. strategic forces policy, nonproliferation, and NATO.Karako is also currently a fellow with the Institute for Politics and Strategy of Carnegie Mellon University. He received his Ph.D. from Claremont Graduate University and his B.A. from the University of Dallas.00:00 Introduction to Golden Dome and Missile Defense05:38 Understanding the Golden Dome Initiative11:32 The Role of Golden Dome in National Security16:59 Exploring Space Components of Golden Dome23:23 Critiques and Misconceptions of Golden Dome27:01 Wishes for the Future of Golden DomeSocials:Follow on Twitter at @NucleCastFollow on LinkedIn: https://linkedin.com/company/nuclecastpodcastSubscribe RSS Feed: https://rss.com/podcasts/nuclecast-podcast/Rate: https://podcasts.apple.com/us/podcast/nuclecast/id1644921278Email comments and topic/guest suggestions to NucleCast@anwadeter.org
David Berteau, President and Chief Executive Officer of the Professional Services Council (PSC), joins Mike Shanley to discuss the federal funding market. The conversation focuses on the shifting federal market, new opportunities, and strategies for government contractors. Specifically, the following topics were discussed in this episode: Budget Message to PSC members The role of congress key takeaways - federal growth implications for current and prospective federal contractors Common and uncommon aspects of this transition RFPs and bid process RESOURCES: GovDiscovery AI Federal Capture Support: https://www.govdiscoveryai.com/ BIOGRAPHY: Mr. Berteau became the President and Chief Executive Officer of the Professional Services Council (PSC) on March 28, 2016. With more than 400 members, PSC is the premier resource for and advocate of the federal government contracting industry. As CEO, Mr. Berteau focuses on legislative and regulatory issues related to government acquisition, budgets, and requirements by helping to shape public policy, leading strategic coalitions, and working to improve communications between government and industry. PSC's goal is to improve outcomes and results for the government through better use of contracts and contractors. Prior to PSC, Mr. Berteau was confirmed in December 2014 as the Assistant Secretary of Defense for Logistics and Materiel Readiness. He oversaw the management of $170 billion in Department of Defense logistics funding. Previously, Mr. Berteau served as Senior Vice President at the Center for Strategic and International Studies (CSIS), where his research and analysis covered federal budgets, national security, management, contracting, logistics, acquisition, and industrial base issues. He also held senior positions in industry and the federal government. Mr. Berteau is a Fellow of the National Academy of Public Administration and a Director of the Procurement Round Table. He has been an adjunct graduate school professor at Georgetown University, at the Lyndon B. Johnson School of Public Affairs, and at Syracuse University's Maxwell School. LEARN MORE: Thank you for tuning into this episode of the Global Strategy Podcast with Mike Shanley. You can learn more about working with the U.S. Government by visiting our homepage: Konektid International and GovDiscovery AI. To connect with our team directly, message the host Mike Shanley on LinkedIn.
In this episode of the ChinaPower Podcast, Dr. Eric Labs and Dr. Matthew Funaiole join us to explore the widening gap in U.S.-China shipbuilding capabilities. They begin by examining the evolution in U.S.-China shipbuilding industrial capacity since World War II. Dr. Labs points out that while China's shipbuilding industrial capacity has grown substantially due to large-scale state subsidies and government support, the U.S. has steadily fallen behind in production capacity since the 1960s with the rise of Japan and South Korea shipbuilding industries and the end of construction differential subsidies in the early 1980s. Dr. Funaiole further emphasizes that this industrial capacity disparity is particularly concerning as many foreign companies from Europe, Japan, South Korea, and Taiwan are purchasing commercial ships from Chinese shipyards, which effectively offsets Chinese naval shipbuilding production costs and facilitates technological transfer. Both guests warn that this widening shipbuilding gap could impact U.S. warfighting and logistics capacity in a prolonged conflict. Dr. Labs concludes with four policy options for the U.S.to consider, including improving labor issues and enhancing workforce attrition within the shipbuilding industry, legislation changes to allow the U.S. to purchase warships from allies, designing smaller warships, and incorporating unmanned maritime platforms in the navy. Finally, Dr. Funaiole recommends a change in policy approach that combines national security and economic outcomes that specifically target Chinese shipyards that are dual use in nature, while ensuring sustained efforts in revamping the U.S. shipbuilding industry across future administrations. Dr. Eric Labs is the Senior Analyst for Naval Forces and Weapons at the Congressional Budget Office in Washington, D.C. He specializes in issues related to the procurement, budgeting, and sizing of the forces for the Department of the Navy. Dr. Labs has testified before Congress numerous times and published many reports under the auspices of the Congressional Budget Office as well as articles and papers in academic journals and conferences, including the U.S. Naval Institute's Proceedings, Sea Power magazine, the Naval War College Review, and Security Studies. He has given presentations to a variety of industry, government, and academic audiences. Dr. Matthew P. Funaiole is vice president of the iDeas Lab, Andreas C. Dracopoulos Chair in Innovation, and senior fellow in the China Power Project at the Center for Strategic and International Studies (CSIS). He specializes in using data-driven research to address complex policy issues, with a focus on Chinese foreign policy, dual-use technology, and maritime trade. In 2022, he launched the “Hidden Reach” initiative, which leverages open-source intelligence to uncover poorly understood sources of Chinese influence and examine how China advances its strategic interests through commercial and scientific ventures. From late 2015 through mid-2020, he was the principal researcher for the ChinaPower website. Prior to joining CSIS, Dr. Funaiole taught international relations and foreign policy analysis at the University of Saint Andrews in Scotland, where he also completed his doctoral research.
Season 8, Episode 3 | In this episode, we're joined by the remarkable Suzanne Spaulding, a Senior Advisor at the Center for Strategic and International Studies (CSIS), where she founded the Defending Democratic Institutions Project. With a career that spans critical roles across the intelligence and national security landscape—including Legal Advisor at the CIA's Nonproliferation Center, Chief Counsel to both the Senate and House Intelligence Committees, Executive Director of major Congressional Commissions, and member of the Cyberspace Solarium Commission—Suzanne brings a wealth of insight, wit, and candid reflection.She shares stories from a life spent at the intersection of law, policy, and global security, including unforgettable moments like meeting Gaddafi, leading bipartisan efforts in Congress, and, yes, doing the hokey pokey and singing kumbaya with the KGB. Importantly, we talk about the next generation—how efforts like Girl Security are helping to inspire and prepare young women to lead in national security and public service. It's a conversation that's as thought-provoking as it is delightfully unexpected.Tune in for an episode filled with wisdom, stories, and a few good laughs.
Dr. Satoru Nagao discusses Japan's strategic views on the Indo-Pacific region, particularly in relation to China and the United States. The conversation explores Japan's concerns about China's growing influence, the importance of the Quad alliance, and the potential for Japan to consider nuclear capabilities in response to regional threats. Dr. Nagao emphasizes Japan's commitment to the US alliance while navigating complex relationships with neighboring countries, including South Korea and India.Dr. Satoru Nagao is a fellow (non-resident) at Hudson Institute, based in Tokyo, Japan. From December 2017 through November 2020, he was a visiting fellow at Hudson Institute, based in Washington, D.C. His primary research area is U.S-.Japan-India security cooperation. He was awarded his Ph.D. by Gakushuin University in 2011 for his thesis, “India's Military Strategy,” the first such research thesis on this topic in Japan. Gakushuin University is a premier institution from which members of the Japanese Imperial Family have also graduated.He holds numerous other research positions, including associate professor at the Institute for International Strategy of Tokyo International University, senior research fellow at the Japan Forum for Strategic Studies, specially-appointed research fellow at the Japan Forum on International Relations, research fellow at the Institute for Future Engineering (strategy, defense policy), member of Research Committee of Research Institute for Peace and Security, associate at the Society of Security and Diplomatic Policy Studies, associate at International Security Industry Council, research fellow at the Security and Strategy Research Institute for Japan, senior fellow at the Institute of National Security Studies Sri Lanka, and senior research fellow of the Indian Military Review, Visiting Fellow (Indo-Pacific) & Honorary Convenor, Japan of Tillotoma Foundation in India, International Board of Advisor of Jindal India Institute in O.P. Jindal Global University in India.Dr. Nagao was a visiting scholar at the Center for Strategic and International Studies (CSIS), in Washington D.C. He worked previously as a research fellow at the Tokyo Foundation and the Ocean Policy Research Foundation in Tokyo, as a post-doctoral fellow at the Research Institute for Oriental Cultures at Gakushuin University, and as a lecturer at Gakushuin University, Aoyama-Gakuin University and Komazawa University. He was also a security analyst at the Ministry of Foreign Affairs (MOFA) and a first lieutenant of the Japan Ground Self Defense Forces (Japanese Army). In India, he was a Visiting Fellow at Observer Research Foundation.Dr. Nagao has authored numerous books and articles on security issues, and he also contributes to the column, “Age of Japan-India ‘Alliance'” at Nikkei Business, the journal of one of Japan's leading newspapers.Socials:Follow on Twitter at @NucleCastFollow on LinkedIn: https://linkedin.com/company/nuclecastpodcastSubscribe RSS Feed: https://rss.com/podcasts/nuclecast-podcast/Rate: https://podcasts.apple.com/us/podcast/nuclecast/id1644921278Email comments and topic/guest suggestions to NucleCast@anwadeter.org
In this episode of the ChinaPower Podcast, Dr. Scott Kennedy joins us to discuss the recent escalation in tariffs between the U.S. and China. Dr. Kennedy starts with laying out the current situation, as it was on April 14th when the podcast was recorded, with the Trump administration placing 145% tariffs on China and China retaliating with roughly 125 % tariffs on the United States. Dr. Kennedy notes that this level of escalation is not what many experts expected and explains that many in China believe that the U.S. is using the tariffs to drive the U.S. and China into economic war and to confront and isolate China on all dimensions. Further, he explains that during the first Trump administration, tariffs were used mainly as a negotiation tool, yet in Trump's second term, it seems tariffs are being used in an attempt to remake the global economic architecture. Dr. Kennedy believes that the tariffs are working to boost China's international image and the current turbulence in U.S. domestic politics has worked to change domestic opinion in China on the United States. At the same time, China is trying to cast itself as a more predictable international actor. Dr. Kennedy believes that at some point, there will be a deal between the U.S. and China that will lower or remove the reciprocal tariffs. However, this deal will likely be superficial and will not address the key problems in this bilateral relationship. Dr. Scott Kennedy is senior adviser and trustee chair in Chinese Business and Economics at the Center for Strategic and International Studies (CSIS). A leading authority on Chinese economic policy and U.S.-China commercial relations, Dr. Kennedy has been traveling to China for 37 years. His ongoing areas of focus include China's innovation drive, Chinese industrial policy, U.S.-China relations, and global economic governance. His articles have appeared in a wide array of policy, popular, and academic venues, including the New York Times, the Wall Street Journal, Foreign Affairs, Foreign Policy, and China Quarterly. Dr. Kennedy hosts the China Field Notes podcast, which features voices from on the ground in China. From 2000 to 2014, Dr. Kennedy was a professor at Indiana University (IU), where he established the Research Center for Chinese Politics and Business and was the founding academic director of IU's China Office. Dr. Kennedy received a PhD in political science from George Washington University, an MA from Johns Hopkins School of Advanced International Studies, and a BA from the University of Virginia.
You will feel a heck of a lot smarter in 30 minutes after listening to this - Michael sure did! A great tutorial on what's happening with all these tariffs - including the most basic layers of how tariffs work, all the way to the possible deep effects on world economies and U.S. relations with other countries - from William Reinsch, senior adviser and Scholl Chair emeritus with the Economics Program and Scholl Chair in International Business at the Center for Strategic and International Studies (CSIS). Original air date 8 April 2025.
Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He also serves as a Senior Fellow on Chinese Politics at the Asia Society Policy Institute's Center for China Analysis and is a senior fellow in the office of the president at the Center for Strategic and International Studies (CSIS), the preeminent foreign and security policy think tank in Washington, DC. In this podcast, we discuss working at the CIA, what type of leader is Chinese President Xi Jinping, how US policy towards China has evolved since Obama, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive
This week on The Green Hour, we sit down with Quill Robinson, Assistant Director and Associate Fellow at the Energy Security and Climate Change Program for CSIS and Senior Adviser with ConservAmerica, to explore what U.S. climate policy could look like under a second Trump administration. How much will it diverge from Biden's approach, and what key policies could be reversed or reshaped?We break down the major shifts that may be on the horizon, including:Regulatory Rollbacks vs. Clean Energy Incentives – Trump's deregulatory stance compared to Biden's investment in clean energy technologies.The Future of the Inflation Reduction Act (IRA) – Will Trump scale back or dismantle Biden's landmark climate legislation?Tariffs & Critical Minerals – How trade policies could impact global supply chains for key energy technologies.Paris Agreement & U.S. Climate Commitments – What an exit could mean for international climate cooperation.Join us as we examine the policies, politics, and global implications of a shifting climate agenda.
January 24, 2025 - Join us for a discussion on the Trump Administration's economic security policy towards Asia with Navin Girishankar, president of the Economic Security and Technology Department at the Center for Strategic and International Studies (CSIS) and former Counselor to the U.S. Deputy Secretary of Commerce and Yeo Han-koo, former trade minister of the Republic of Korea and senior fellow at the Peterson Institute for International Economics. The moderator for the program is Korea Society president and CEO Tom Byrne. The discussion will cover US-China economic competition and its impact on Northeast Asian countries like Korea and Japan, plus: tariffs, international trade, and the impact on critical next generation technologies including semiconductors, EVs, and batteries. For more information, please visit the link below: https://www.koreasociety.org/policy-and-corporate-programs/item/1949-what-to-expect-the-trump-administration-economic-security-policy-on-asia
In this episode of the ChinaPower Podcast, Dr. Matthew Funaiole and Mr. Brian Hart join us to discuss China's ambitions in the polar regions. They start by explaining China's scientific, commercial, strategic, and diplomatic interests in the polar regions and how the polar regions fit into China's broader strategy of leveraging “new strategic frontiers” to expand its influence, outpace rivals, and set global rules and norms. Dr. Funaiole touches on the differing geopolitical environments of the Arctic and Antarctic and how this shapes Beijing's approaches to the two regions. Mr. Hart then provides insights on the dual-use potential of China's polar research stations and how China can use these to achieve military and intelligence goals. They then discuss China's challenges in forming Arctic partnerships and its growing collaboration with Moscow. They conclude with an assessment of the significance to U.S. security interests and offer thoughts on how Washington can work with allies and partners to advance their shared interests. Matthew P. Funaiole is vice president of the iDeas Lab, Andreas C. Dracopoulos Chair in Innovation, and senior fellow in the China Power Project at the Center for Strategic and International Studies (CSIS). He specializes in using data-driven research to address complex policy issues, with a focus on Chinese foreign policy, dual-use technology, and maritime trade. In 2022, he launched the “Hidden Reach” initiative, which leverages open-source intelligence to uncover poorly understood sources of Chinese influence and examine how China advances its strategic interests through commercial and scientific ventures. Brian Hart is deputy director and fellow of the China Power Project at CSIS, and he also helps to lead the CSIS “Hidden Reach” initiative. Brian's research focuses on Chinese foreign and security policy, China's military and defense industrial base, Taiwan security issues, U.S.-China relations, and Chinese technology policy.
China's rapid surge in electric vehicle manufacturing, adoption, and export has variously encouraged, delighted, impressed, frightened, and even enraged people around the world. What did China get right in facilitating the explosive development in this industry? Was is just subsidies, or were there other important policies that helped jumpstart it? How have other geographies responded? And what can they learn? Ilaria Mazzocco, deputy director and senior fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies (CSIS) joins me to share her rich insights into the Chinese EV industry.3:49 – How Ilaria became interested in green industrial policy5:59 – The reality of progress in EVs in China 11:21 – The role of state subsidies and other things that tend to get missed in trying to understand EVs in China 16:51 – How other countries are trying to adopt China's approach 19:21 – The differences between the EU and U.S. approaches 24:17 – The outlook for competition in the Chinese market 26:08 – Business models in the Chinese EV sector and the example of BYD30:53 – Chinese firms' push for internationalization and how the rapidity of becoming multinationals [multinational companies?] may pose challenges 35:54 – Alignment between host countries and Chinese companies 39:58 – What the U.S. is doing and the Inflation Reduction Act (IRA)42:27 – How U.S. protectionist measures may affect third markets, and whether restrictions may backfire 48:57 – The coming shift to next-generation batteries, and the potential for international collaboration in advancing more circular practices 55:43 – How Ilaria's fieldwork shifted her perspective on the EV industry 59:38 – How we can improve industrial policy Recommendations:Ilaria: My Antonia by Willa Cather; the Wolf Hall trilogy by Hilary Mantel; The Army of Sleepwalkers by Wu Ming (an Italian novelist collective) about the French Revolution Kaiser: The Wolf Hall audiobooks read by Ben Miles; the HBO series Rome (2005-2007) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Danny and Derek welcome to the pod Maria Sengovaya, senior fellow at the Europe, Russia, and Eurasia Program at the Center for Strategic and International Studies (CSIS) and adjunct professor at Georgetown University's Walsh School of Foreign Service, to talk about her book When Left Moves Right: The Decline of the Left and the Rise of the Populist Right in Postcommunist Europe. The explore what changed for the working class in Eastern Europe after the fall of communism, cases of the Left moving Right in Hungary and Poland, the role of austerity, the characterization of right wing parties vs. the reality, how left wing and centrist parties can offer meaningful alternatives to the Right, and more.More of Maria's work:* “Populism and the Decline of Social Democracy” (with Sheri Berman), Journal of Democracy* “How Ex-Communist Left Reformed and Lost,” West European Politics This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.americanprestigepod.com/subscribe