The Global Gambit

Summary

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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Summary  

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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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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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

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

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