At the Water's Edge

At the Water's Edge

Download on the App Store

At the Water's Edge episodes

  • Iran Is No Longer Just Surviving | Robert Pape on the Escalation Trap

    This is the latest episode in The Escalation Trap, an ongoing series with Robert Pape of the University of Chicago tracking the war with Iran in real time.

    After 100 days of war, Pape argues that the conflict is no longer in its opening phase — but it is nowhere near over. Instead, the war has entered what he calls the middle of the escalation trap: a grinding phase where weeks of boredom can be punctuated by hours of terror.

    The key shift, according to Pape, is that Iran is no longer just trying to survive.

    Its ambitions are growing.

    In this episode, we discuss how Iran may be moving from survival toward dominance in the Persian Gulf, what that means for U.S. forces in the region, why the Red Sea could become the next major pressure point, and how financial markets may be underestimating geopolitical risk.

    • Why the war has entered the middle phase of the escalation trap
    • How Iran’s goals may be shifting from survival to ambition
    • Why Iran may seek dominance in the Persian Gulf
    • What it means for Iran to become a fourth center of world power
    • Why the Red Sea could become the next major pressure point
    • How Houthi threats to shipping could affect global oil markets
    • Whether Iran could overplay its hand
    • Why financial markets struggle to price geopolitical risk
    • How the war could bookend the era of American unipolarity

      The longer this war continues, the more Iran’s ambitions may expand.

      This is no longer just about whether Iran survives. It is about what Iran may become if the escalation trap continues.

      New episodes released weekly as the conflict evolves.

      At the Water’s Edge delivers practitioner-level insight into national security and geopolitics — bridging academic theory with how conflicts actually unfold in the real world.

      In this episode:Key takeaway:Follow the series:About the show:

      34 min
    • Trump Thought Iran Would Collapse. He Was Wrong. | Trita Parsi

      President Trump thought Iran would collapse quickly. According to Dr. Trita Parsi, that assumption may be one of the central miscalculations that pulled the United States deeper into war.

      In this episode of At the Water’s Edge, Scott Kelly speaks with Dr. Trita Parsi, co-founder and Executive Vice President of the Quincy Institute for Responsible Statecraft, about the war with Iran, the limits of American coercion, and what a realistic diplomatic off-ramp would require.

      They discuss why Iran has proven more resilient than Washington expected, where Tehran may have miscalculated, how the U.S. policy process broke down, and why military superiority does not always translate into political control. The conversation also covers the Abraham Accords, Gaza, U.S. military presence in the Middle East, sanctions relief, and whether international humanitarian law can survive in a multipolar world.

      This is a practitioner-focused conversation about strategy, escalation, diplomacy, and the future of American power.

      Find more from Trita Parsi here:

      Trita Parsi’s Substack: https://tritaparsi.substack.com/
      Quincy Institute: https://quincyinst.org/

      47 min
    • Bombing and Talking at the Same Time | Robert Pape on Iran and the Escalation Trap

      This is the latest episode in The Escalation Trap, an ongoing series with Robert Pape of the University of Chicago tracking the war with Iran in real time.

      After two weeks of ceasefire claims, strikes, and renewed negotiations, Pape argues that the conflict is not moving toward real stability. Instead, the U.S. and Iran may be entering what he calls a new era of instability.

      Even if a memorandum of understanding is signed, the underlying issues remain unresolved: nuclear enrichment, Iran’s stockpiles, control of the Strait of Hormuz, oil prices, and the U.S. military presence in the Gulf.

      Pape also warns that diplomacy does not necessarily mean the danger has passed. The U.S. has a long history of bombing and talking at the same time, from Vietnam to Bosnia, and troops in the region should not assume negotiations mean escalation is off the table.

      • Why a possible memorandum of understanding may not change the trajectory of the conflict
      • Why Trump remains stuck in the escalation trap
      • How tactical military success can worsen America’s strategic position
      • Why instability itself may benefit Iran
      • What the oil inventory countdown means for the next 30–60 days
      • Why the Strait of Hormuz remains central to Iran’s leverage
      • What would actually change the military reality for U.S. forces in the Gulf
      • Why bombing and diplomacy can happen at the same time

        A deal is not the same thing as stability.

        Unless the underlying force posture changes, the war may remain trapped in a cycle of negotiations, skirmishes, oil pressure, and escalation.

        New episodes released weekly as the conflict evolves.

        At the Water’s Edge delivers practitioner-level insight into national security and geopolitics — bridging academic theory with how conflicts actually unfold in the real world.

        In this episode:Key takeaway:Follow the series:About the show:

        29 min
      • Former NASA Chief: America Has Lost the Meaning of Power | Iran, Artemis II & U.S. Decline

        Former NASA Administrator and Secretary of the Navy Sean O’Keefe returns to At the Water’s Edge for a conversation about American power, strategy, space, war, and national identity.

        At a moment when the United States is confronting conflict with Iran while also advancing the Artemis program, O’Keefe explores a deeper question: what actually makes America powerful?

        Drawing on decades of leadership across NASA, the Navy, the Office of Management and Budget, academia, and the private sector, O’Keefe discusses why Artemis matters beyond symbolism, how commercial space is changing the future of exploration, what Ukraine’s battlefield innovation reveals about the future of war, and why America’s alliances and credibility may be among its greatest strategic assets.

        The conversation also examines the limits of military power, the danger of unclear objectives, the challenge of defense procurement, and whether the United States can still mobilize around ambitious national missions.

        This is a conversation about more than Iran, NASA, or the Moon. It is about whether America still understands the sources of its own power.

        1 hr 6 min
      • The War That Ends American Dominance | Robert Pape on Iran

        The war with Iran may be more than another crisis in the Middle East.

        In this latest installment of The Escalation Trap, Robert Pape argues that the conflict is becoming a hinge event — almost the inverse of the 1991 Gulf War. Instead of demonstrating American military dominance, this war may be revealing the limits of U.S. power when tactical military strength no longer produces strategic outcomes.

        This conversation moves beyond the Gulf to examine what the war means for China, Taiwan, Europe, NATO, India, and the future of American influence.

        Pape explains why allies are beginning to rethink their assumptions, why America’s security umbrella may be weakening, and why this conflict could accelerate a broader shift in the global order.

        In this episode:

        • Why the Iran war may be a hinge event for American power
        • How this compares to the 1991 Gulf War
        • Why military dominance may no longer translate into strategic success
        • What Trump’s meeting with Xi could mean for Taiwan
        • Why allies may begin making more independent security decisions
        • How the war is affecting perceptions of U.S. credibility
        • Why America may need a deeper strategy of economic modernization
        • What to watch as the conflict continues

          Key takeaway:

          This is no longer just about Iran. It is about whether the post-Cold War era of unquestioned American military dominance is ending — and what comes next.

          At the Water’s Edge delivers practitioner-level insight into national security and geopolitics, bridging academic theory with how conflict unfolds in the real world.

          37 min
        • The Danger Zone Is Here | Robert Pape on Iran, Nuclear Weapons, and the Escalation Trap

          This is the latest episode in The Escalation Trap, an ongoing series with Robert Pape of the University of Chicago tracking the war with Iran in real time.

          Pape argues that the conflict has now entered the true danger zone. The negotiation track, he says, may be effectively dead for weeks or months — not because talks are impossible, but because the core issues at stake are zero-sum.

          Unlike a real estate deal, international politics has no court that can enforce an agreement. When the issues involve nuclear weapons, sovereignty, and control of the Strait of Hormuz, every concession can make a state more vulnerable in the next round.

          • Why the Iran conflict may have entered its most dangerous phase
          • Why negotiations over sovereignty and nuclear weapons are so difficult to sustain
          • Why international courts and institutions cannot enforce great-power bargains
          • Why China and Russia may see U.S. weakness as an opportunity
          • Whether Europe can balance Russia without the United States
          • How nuclear proliferation could either stabilize or destabilize a multipolar world
          • Why the current conflict may accelerate a more dangerous global order
          • How new media formats are widening access to serious national security analysis

            The danger is not just that negotiations fail.

            The danger is that each failed negotiation makes escalation look more like the only remaining option.

            New episodes released weekly as the conflict evolves.

            At the Water’s Edge delivers practitioner-level insight into national security and geopolitics — bridging academic theory with how conflicts actually unfold in the real world.

            In this episode:Key takeaway:Follow the series:About the show:

            37 min
          • Former NSC Official: The Iran War Exposed America’s Broken Strategy | Negah Angha

            Former State Department senior advisor and National Security Council official Negah Angha joins At the Water’s Edge to discuss what the war with Iran reveals about American strategy, alliances, and decision-making.

            Angha explains how major national security decisions are supposed to move through the U.S. government, why inconsistent objectives and poor consultation with allies can weaken American credibility, and how Iran’s pressure on the Strait of Hormuz has exposed vulnerabilities in the global economy. The conversation also covers low-cost drones, the limits of the U.S. defense industrial base, Congress’s role in war powers, the lessons of Iraq and Afghanistan, and the complicated role of diaspora communities in U.S. foreign policy.

            This episode is about more than Iran. It is a broader look at whether the American national security system can still align military power, diplomacy, alliances, public support, and long-term strategy in a crisis that moves faster than Washington’s bureaucracy.

            49 min
          • The U.S. Is Losing Control | Robert Pape on Iran, China, and the Escalation Trap

            This is Part 7 of The Escalation Trap, an ongoing series with Robert Pape of the University of Chicago tracking the war with Iran in real time.

            This week, the Trump administration announced Project Freedom, an effort to reopen the Strait of Hormuz by escorting ships through the waterway. At the same time, Iran is working with Pakistan and Turkey to expand overland trade routes, Hezbollah has increased drone attacks against Israel, and conflicting reports emerged over a possible encounter involving a U.S. warship.

            But according to Pape, the bigger picture is clear:

            The United States is losing control — not only in the Gulf, but across multiple regions at once.

            • Why Project Freedom may mark a shift toward further escalation
            • How Iran is using Pakistan and Turkey to work around the blockade
            • Why U.S. credibility and influence are declining in multiple theaters
            • What a loss of control in the Gulf could mean for Europe and Asia
            • Why a future Trump-Xi meeting could have implications for Taiwan
            • How the war with Iran may be reshaping the global balance of power
            • Why escalation may now look like the only remaining option for Washington
            • What to watch as the U.S. attempts to reopen the Strait of Hormuz

              This conflict is no longer confined to Iran, Israel, and the Gulf.

              It is becoming a test of American power — and the consequences may extend across Europe, Asia, the Middle East, and the global economy.

              New episodes released weekly as the conflict evolves.

              At the Water’s Edge delivers practitioner-level insight into national security and geopolitics — bridging academic theory with how conflicts actually unfold in the real world.

              In this episode:Key takeaway:Follow the series:About the show:

              41 min
            • Are We Already in World War III? Ukraine, Iran, and the New Global Conflict | Paul Poast

              Are the wars in Ukraine and Iran separate conflicts—or part of something larger?

              In this episode of At the Water’s Edge, Scott sits down with Paul Poast, Associate Professor at the University of Chicago, to unpack his argument that we may already be living in a new era of “world war.”

              Rather than a 20th-century style global conflict, Poast explains how today’s wars can be defined by multiple interconnected theaters, where major powers compete indirectly across regions—and where decisions in one conflict shape outcomes in another.


              Read is NYT OPED: https://www.nytimes.com/2026/04/12/opinion/international-world/iran-ukraine-world-war.html

              The conversation explores:

              • What actually defines a “world war” in today’s context
              • How the wars in Ukraine and Iran are strategically connected
              • Whether U.S. and Russian actions across theaters are a form of great power balancing
              • The role of alliances—and why strained relationships may still hold
              • How munitions shortages, oil markets, and second-order effects shape modern conflict
              • Why policymakers may be “making it up as they go” in a rapidly evolving environment
              • And why in a conflict like this, success may mean finding the least bad outcome, not outright victory

                This is a wide-ranging discussion on how to think about modern warfare, great power competition, and the risks of escalation in an increasingly interconnected global system.

                1 hr 3 min
              • “NATO Is Dead” — Robert Pape on Iran and the New Power Map

                This is Part 6 of an ongoing series with Robert Pape (University of Chicago) tracking the Iran conflict in real time.

                Over the past week, we saw renewed efforts to restart negotiations—including a Pakistan-backed diplomatic push—but no meaningful progress. Ceasefires continue to be announced and collapse just as quickly.

                At the same time, something more significant may be taking shape beneath the surface:

                👉 The “third way” between escalation and accepting Iran’s rise may no longer exist.

                • Why recent diplomatic efforts—including talks involving Pakistan—failed to gain traction
                • How Iran may be building a pathway around the blockade through Pakistan, Russia, and Oman
                • What it means for Iran to emerge as a potential “fourth center of world power”
                • Why shifting alliances in the Gulf could reshape the balance of power
                • The concept of a growing power vacuum as U.S. influence declines
                • What escalating coordination between regional and nuclear powers could signal

                  This conflict is no longer just about military escalation.

                  It’s about who fills the power vacuum—and how the global system reorganizes around it.

                  • Whether Pakistan deepens its role as a land and economic outlet for Iran
                  • Continued coordination between Iran, Russia, and regional partners
                  • Any shift from demonstration-level force to direct strikes on infrastructure
                  • Signs that Gulf states become direct targets of pressure or instability

                    New episodes released weekly tracking how this conflict evolves in real time.

                    Pape publishes ongoing updates and frameworks on this conflict via Substack.

                    At the Water’s Edge delivers practitioner-level insight into national security and geopolitics—bridging academic theory with how conflicts actually unfold in the real world.

                    🎯 In this episode:🧠 Key takeaway:📊 What to watch next:🎧 Follow the series:🔗 Follow Robert Pape’s analysis:📡 About the show:

                    42 min

                  About At the Water's Edge

                  From the publisher's feed

                  The At the Water’s Edge Podcast explores national security and geopolitics from an insider’s perspective, looking at how national power, industrial policy, diplomacy, and military might shape our…

                  More shows like At the Water's Edge

                  Jocko Podcast by Jocko DEFCOR Network

                  Jocko Podcast

                  30,714 Listeners