You’d think that with all the power moves Trump is making on the international stage (Greenland, Venezuela, Iran, etc.) the publication of the administration’s National Security Strategy in December of 2025 would’ve been the source of much public attention. Unfortunately, mainstream media largely overlooked the document with much of the analysis relegated to the foreign policy community.
That’s all set up for introducing my guest who offered a very intriguing and original take on the NSS: it’s a true strategic document in that it’s primarily focused on first principles and philosophical arguments. In other words, it’s a work of political philosophy as opposed to a work of bureaucratic prioritization.
More intriguing, my guest isn’t some career foreign policy type or academic who spends his days buried in the particulars of global politics and international security concerns.
My guest today is Ron Dodson, the founder and CEO of Dallas North Capital Partners, a Texas-based hedge fund, and something of a polymath.
My burning question for Ron is “How did a hedge fund manager in Dallas see something in the NSS that the broader foreign policy community missed?”
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