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Summary
In this conversation, Pyotr Kurzin and Mitch Meachigan discuss the evolving landscape of geopolitics and finance, particularly focusing on the role of cryptocurrencies and stablecoins. They explore Trump's shift from skepticism to support for crypto, the normalization of digital currencies among nation-states, and the implications of geopolitical events on the crypto market. The discussion also highlights the rise of stablecoins as a significant player in the financial system and the potential for emerging markets to lead the next wave of crypto adoption.
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Summary
In this conversation, Pyotr Kurzin and Martin Wolfe discuss the evolving landscape of global economics, focusing on the return to regionalism, the implications of geopolitical uncertainties, and the role of currencies in the modern economy. They explore the impact of Trump's trade policies, the rejection of globalization, and the future of the US dollar amidst rising nationalism and protectionism.
Martin Wolf is chief economics commentator at the Financial Times, London. He was awarded the CBE (Commander of the British Empire) in 2000 “for services to financial journalism”.
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In this conversation, Dmitri Alperovitch discusses the intricate geopolitical dynamics involving Russia, Iran, and China, focusing on Iran's nuclear ambitions and the implications of recent Israeli military actions. The dialogue explores the vulnerabilities of Iran's leadership, the reactions of global powers, and the potential future of negotiations surrounding Iran's nuclear program. The conversation emphasizes the delicate balance of power in the region and the strategic decisions that Iran must navigate in light of its recent setbacks.
Dmitri Alperovitch is a geopolitical strategist and co-founder of the Silverado Policy Accelerator.
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Summary
In this episode, Pyotr Kurzin speaks with Frank Giustra about the spiralling U.S. debt crisis, the fragility of dollar dominance, and how rivals like China and the BRICS bloc are accelerating moves away from the post-war financial order. From unfunded liabilities to currency alternatives, we unpack whether the U.S. is facing a market correction — or the beginning of the end of its global economic power.
Frank Giustra is a Canadian entrepreneur, philanthropist, and geopolitical thinker. He is co-chair of the International Crisis Group, founder of Lionsgate, and former CEO of Goldcorp.
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Ukraine’s frontline is holding, but the real battle may be behind closed doors. As peace talks falter, Russian forces regroup, and Western support for Kyiv begins to fray.
In this episode, former UK Defence Attaché John Foreman joins me to unpack the fragile diplomacy, shifting battlefield tactics, and the deeper power struggles shaping the war’s next phase. We explore how Russia’s economy is adapting under sanctions pressure - barely, and why internal shakeups in the Kremlin could point to a regime preparing for escalation, not peace.
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This conversation delves into the intricate relationship between energy geopolitics and conflict, particularly focusing on the Iran-Israel tensions and the implications for global oil markets. Anas Al-Hajji provides insights into the strategic importance of the Hormuz Strait, the dynamics of oil pricing, and the roles of major players like the US and Russia in shaping energy policies. The discussion also highlights the future of energy demand in light of climate change and technological advancements, emphasizing that the world cannot overlook Iran's potential in the energy sector.
Dr. Anas F. Alhajji is a leading energy economist and former chief economist at NGP Energy Capital, known for his global expertise in oil markets, energy policy, and macroeconomic strategy.
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In this episode l am rejoined by Ankit Panda as we delve into the escalating tensions between India and Pakistan, particularly focusing on the recent military clashes and the implications of their nuclear doctrines.
Ankit provides insights into the current crisis, comparing it to past conflicts and discussing the role of the United States in de-escalation efforts. The conversation also touches on the influence of domestic politics, the evolving military capabilities of both nations, and the potential impact of China's military developments on the region.
Ankit Panda is Stanton Senior Fellow in the Nuclear Policy Program at the Carnegie Endowment for International Peace. Watch our talk on YouTube: https://youtu.be/P3xwmHg9g7I. Support the show on Patreon: https://www.patreon.com/theglobalgambit
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In this podcast, I was joined by Candace Rondeaux to discuss her new book, Putin's Sledgehammer, on the rise and fall of Russia’s Wagner Group, particularly the aftermath of its 2023 mutiny. Candace explores the historical origins of the Wagner Group, its ties to Russia's mafia, and its key role in Russia's global operations.
She delves into the evolution of the group under Prigozhin, highlighting its use in proxy wars and mercenary operations in Africa, Ukraine, and Syria. We also cover the power struggles between Putin and Prigozhin leading to the group's collapse and an examination of Wagner’s lingering influence on global security.
Candace Rondeaux is the Senior Director of Future Frontiers at New America. Check out her book, Putin's Sledgehammer here: https://amzn.to/4me0FMB
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Summary
The conversation delves into the strategic significance of the Panama Canal amidst rising US-China tensions, exploring the implications of recent US military agreements and the Panamanian government's response to pressure from the Trump administration. Experts discuss the historical context of US-Panama relations, public sentiment in Panama, and the potential economic consequences of climate change on the canal's operations. The dialogue emphasizes the delicate balance Panama must maintain between its relationships with the US and China, as well as the internal political challenges it faces.
Will Freeman is a Fellow for Latin America Studies at the Council on Foreign Relations, where he focuses on regional politics, corruption, organized crime, and U.S.–Latin America relations.
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In this conversation, Pyotr Kurzin and Mihaela Pappa discuss the evolving role of BRICS in the context of global politics, particularly in relation to US foreign policy under the Trump administration. They explore the implications of BRICS as a symbol of a multipolar world, its initiatives in development and health, and the challenges it faces in terms of internal dynamics and divergence among member countries. The discussion also touches on the potential for BRICS to influence global currency dynamics and its positioning in addressing universal challenges like climate change and sustainable development.
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Summary
In this conversation, Pyotr Kurzin and Rohit Goel discuss the current state of the global economy, focusing on the impact of Donald Trump's presidency on economic policies, particularly regarding China and emerging markets. They explore the challenges facing China, the dynamics of U.S.-China relations, and the implications of de-dollarization. The discussion also touches on the potential for BRICS to create a common currency, the role of cryptocurrencies, and the future of emerging markets in a multipolar world.
Rohit Goel is Partner and Head of Global Macro Research at Breakout Capital, where he leads analysis on emerging markets, global financial stability, and cross-asset macro strategy.
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In this conversation, I am rejoined by Dmitri Alperovitch to delve into the latest of the Ukraine War, focusing on the diplomatic engagements between the US and Russia, the strategic decisions made by Ukraine, and implications of Trump's foreign policy.
We discuss the limited leverage the US has in influencing both Russia and Ukraine, the challenges of negotiating peace, and the realities of a war of attrition. We touch on the role of NATO, European defence strategies, and the significance of mineral deals in the context of US support for Ukraine.
This episode is sponsored by Military Metals Corp (CSE: MILI, OTCQB: MILIF, FSE: QN90). Learn more: www.militarymetalscorp.com/investors.
Support the show: https://www.patreon.com/c/theglobalgambit/home
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Summary
In this conversation, Pyotr Kurzin and Chris Fenton discuss the emergence of DeepSeek, an AI technology developed in China, and its implications for US-China relations, national security, and the influence of technology on global narratives. They explore the role of open-source technology, the impact of platforms like TikTok, and the complexities of Trump's foreign policy towards China. The discussion highlights the challenges and opportunities presented by technological advancements and the need for the US to navigate its alliances and economic policies carefully.
Chris Fenton is a U.S.–China expert, author, and former Hollywood executive who led major film collaborations between the two countries and now advises on geopolitics, business, and media strategy.
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In this episode, I react to and explain the implications of Trump's tariffs from both an economic and geopolitical perspective. I highlight the historical context of tariffs, their intended purpose, and the potential consequences for international relations and the US economy.
I also argue that while tariffs may seem beneficial in the short term, they could lead to significant long-term challenges, including supply chain disruptions, increased prices for consumers, and weakened alliances with traditional partners. The discussion emphasises the interconnectedness of economic policies and global power dynamics.
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Welcome to the Global Gambit 2025 - after some minor time off, we're back with more conversations and content, including more from me. This time starting with the 5 biggest geopolitical risks and themes in 2025!
This time Pyotr discusses the major geopolitical risks and themes that could shape 2025, including the implications of Donald Trump's return to power, the ongoing US-China strategic competition, the autocratic relations involving Russia and Iran, the rise of political violence and extremism, and the increasing risks associated with technology and AI. Each of these themes is explored in depth, highlighting the interconnectedness of global events and the potential consequences for international stability.
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Summary
In this conversation, Pyotr Kurzin speaks with Ankit Panda, about the deepening political crisis in South Korea and its wider regional implications. They discuss the impeachment proceedings against President Yoon Suk-yeol, the potential rise of progressive opposition leader Lee Jae-myung, and the resilience of South Korea’s democratic institutions. The conversation also explores North Korea’s expanding involvement in the war in Ukraine, China’s geopolitical manoeuvring, and what these developments mean for the future of U.S.–South Korea relations and security dynamics on the Korean Peninsula.
Ankit Panda is the Stanton Senior Fellow in the Nuclear Policy Program at the Carnegie Endowment for International Peace, specialising in East Asian security, nuclear strategy, and U.S. foreign policy toward the Koreas.
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Summary
In this conversation, Pyotr Kurzin speaks with Wladimir van Wilgenburg, journalist at the Kurdish Chronicle, about the dramatic collapse of the Assad regime in Syria and the shifting power dynamics across the region. They discuss the rapid advances by Hay'at Tahrir al-Sham and other rebel groups, the fall of key cities including Aleppo, Homs, and Hama, and the surprising absence of intervention from Assad’s key allies, Russia and Iran. The conversation also explores the roles of Kurdish forces, Turkish-backed rebels, and the potential impact of an incoming Trump presidency on Syria’s future and broader Middle East stability.
Wladimir van Wilgenburg is a journalist and analyst specialising in Kurdish and Middle Eastern affairs, with a focus on Syria, Iraq, and regional conflict dynamics.
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Summary
In this conversation, Pyotr Kurzin speaks with Marlene Laruelle about the ideological foundations of Vladimir Putin’s regime and Russia’s evolving identity under his leadership. They discuss the tension between restoring the Soviet Union versus the Russian Empire, the influence of strongman politics, and how Russia’s future may unfold amid growing friction with NATO and shifting U.S. leadership. The conversation also explores the prospects for democratic change, the role of Russian nationalism, and the West’s ability to shape societal trends within Russia.
Marlène Laruelle is a research professor at George Washington University and an expert on Russian ideology, nationalism, and authoritarianism in the post-Soviet space.
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In this conversation, Pyotr is joined by (ret) Colonel Bob Hamilton and now Head of Eurasia Research at FPRI to discuss the current situation in Ukraine, focusing on Zelensky's victory plan, public sentiment regarding the war, military strategies, and the implications of foreign support.
We explore the complexities of defining victory, the role of NATO, and the technological adaptations in warfare. The discussion also touches on the involvement of North Korea and China, as well as the complacency of European nations in responding to the threat posed by Russia.
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Summary
In this conversation, Pyotr Kurzin speaks with Richard Gowan, UN Director at the International Crisis Group, about the growing challenges facing the United Nations and the leadership of Secretary-General António Guterres. They discuss the contrasting messages delivered by world leaders at the UN General Assembly, including those from President Biden and Prime Minister Netanyahu, and explore the UN’s role in addressing humanitarian crises and global conflicts. Gowan reflects on the limitations of the General Assembly, the pressures facing Guterres, and the uncertain future of multilateral diplomacy in a fractured international landscape.
Richard Gowan is the UN Director at the International Crisis Group, where he analyses the United Nations’ role in global conflict resolution, diplomacy, and multilateral policy.
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