In this episode, we feature an interview with Sam Erhlich, a manager at McKinsey and Company and a student in my Strategic Materials Industry Study. We discuss why critical minerals are crucial to national security and how best to strengthen the U.S. industry

First, however, we look at the runoff elections in Colombia and what a far-right win would mean for the country and the region.

We next turn to North Korea’s surprising economic trajectory since the pandemic and the latest on its diplomatic efforts.

Ryan updates us on one of his favorite topics— aliens and what—if anything—was actually revealed on “Disclosure Day.”

Topics Discussed in this Episode

• 03:15 - Colombia Elections
• 18:45 - North Korean Economic Resurgence
• 48:25 - Disclosure Day Bust
• 1:03:36 - Interview with Sam Ehrlich on Critical Minerals

Articles and Resources Mentioned in Episode

Topic 1: Colombian Elections

• Abelardo de la Espriella is now the front-runner in Colombia (The Economist)
• Colombia’s far-right presidential candidate De la Espriella wins first round of vote ahead of runoff (The Guardian)
• Who is De la Espriella, the Colombian far right’s presidential candidate? (Justice for Colombia.org)

Topic 2: North Korean Economic Resurgence

• The World’s Most Surprising Economic Success Story Is…North Korea (WSJ)
• A ‘Miraculous Transformation’: How Kim Jong-un Fortified North Korea (NY Times)
• China and Russia are competing for influence over North Korea (The Economist)
• The North Korean Threat with David Maxwell

Topic 3: Disclosure Day Bust

• US DOW UAP Disclosure Site
• I’ve reported on UFO sightings for decades — and come to this conclusion (WaPo)
• The Newly Released Government UFO Archives Will Leave You Shrugging (TWZ)

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In this episode, we continue our coverage of the war with Iran. Where are we on the negotiations between the U.S. and Iran? How soon can we expect the Strait of Hormuz to reopen?

We then discuss the stunning upset of Orban in Hungary. How far will his successor go in returning the country to a liberalized democracy? What does this mean for far-right movements across the globe?

Finally, we return to Venezuela to discuss the current situation there and examine the implications of this case for U.S. goals in Cuba.

Topics Discussed in this Episode

• 09:20 Iran-US Peace Talks & Energy Markets
• 30:40 The Downfall of Orban and What it Means for the Global Far Right
• 55:30 The Donroe Doctrine: Venezuela's Success and Is Cuba Next?

Articles and Resources Mentioned in Episode

Topic 1: Iran-US Peace Talks & Energy Markets

• The Price of Peace With Iran (Foreign Affairs)
• The U.S. Military Was Losing Its Edge. After Iran, Everyone Knows It. (NY Times)
• Oil markets are still in La La land (The Economist)

Topic 2: The Downfall of Orban and What it means for the Global Far Right

• How Orban, a Wizard of Populism, Lost His Magic Touch (NY Times)
• Orban’s Defeat Punctures Europe’s Far Right, but Also Offers It a Road Map (NY Times)
• The Transatlantic MAGA Fantasy (Foreign Affairs)

Topic 3: The Donroe Doctrine: Venezuela Success and Is Cuba Next?

• Venezuela is not the triumph Donald Trump claims, but it’s improving (The Economist)
• A dirty deal with Cuba would be better than the alternatives (The Economist)
• With Cuba Under Pressure, the Castro Dynasty Is Making a Comeback (NY Times)

Anita's article "Operationalizing Economic Statecraft," in War on the Rocks

Anita's webinar on the above article

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This episode follows up on our previous two, focusing on Iran. Where are we one month into this war? When and how is it likely to end? We also wonder about the U.S.’s strategic plans for this war. And does regime survival in Iran mean that it may be losing battles but ultimately winning the war?

Topics Discussed in this Episode

• 1-month In: What has the US and Israel accomplished?
• Iran’s Strategy to Survive: Target the Global Economy
• US strategy going forward and the prospects of a ground war

Articles and Resources Mentioned in Episode

• The Revolutionary Guards are taking over Iran (The Economist)
• In an Asymmetrical War, Iran Seeks an Edge With Its Information War (NY Times)
• The Price of Strategic Incoherence in Iran (Foreign Affairs)
• Iran’s Long Game (Foreign Affairs)
• Even the best-case scenario for energy markets is disastrous (The Economist)
• Pentagon prepares for weeks of ground operations in Iran (WaPo)

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