NatSec Matters

Michael sits down with Admiral (Ret.) Chris Grady, former Vice Chairman of the Joint Chiefs of Staff, to break down the tactical evolution of the Iran conflict following President Trump's recent address to the nation. Admiral Grady provides an insider's perspective on the new deadline the President has announced for Iran to reopen the Strait of Hormuz or face devastating new strikes. He also explains the strategic calculus behind targeting Iran's energy infrastructure and deeply buried "missile cities." The conversation, recorded on April 3, 2026, explores the sophisticated "ecosystem" of Iranian defiance—from the mixing of missile propellant to the naval mechanics required to "cut the tail off the scorpion" and neutralize threats across the region's islands. Finally, Admiral Grady reflects on his time at the Bush National Security Council to explain how the U.S. is utilizing specialized assets like bunker busters to ensure the Iranian regime cannot threaten global security for a generation.

In this special episode, Michael discusses President Trump's primetime address to the nation on the Iran war with Matt Kroenig, Vice President for Geostrategy at the Atlantic Council. Matt offers his reaction to the President's forward-looking timeline and the administration's strategic claim that the conflict's final objectives are now within sight. He also assesses the likelihood of a ground invasion and how Iran might utilize "denial" attacks to fight back. Finally, Matt weighs in on shifting global alliances, including the impact of Elon Musk's decision to sever Russia's access to Starlink.

Michael speaks with Rear Admiral (Ret.) Mark Montgomery, Senior Fellow at the Foundation for Defense of Democracies, following his recent trip to Ukraine. Admiral Montgomery explores the warfare strategies currently defining the conflict, as well as the evolving "gray zone" tactics Russia is employing against the Baltics. He also identifies critical weak spots in the Russian military machine, from logistical vulnerabilities to strategic anxieties, and provides a sobering assessment of the "ground situation" in Ukraine. Finally, Admiral Montgomery explains why the war could realistically continue for another three years and what the US must do to maintain the defense of its allies in the face of persistent Russian aggression.

Michael speaks with Dr. Seth Jones, president of CSIS's Defense and Security Department, to analyze a critical moment in the Iran conflict: are we headed for a diplomatic off-ramp or a rapid escalation toward regime change? Dr. Jones assesses the degradation of Iran's naval and drone capabilities and explains why the current campaign has successfully reset the regional balance of power. However, he also explores the "buying time" strategy of Iranian diplomacy and the increasing pressure from Gulf states to see the regime ended as it continues to strike commercial and energy targets. Finally, Dr. Jones examines the tactical shift in Israeli targeting and what it means for the long-term survival of the IRGC.

Michael speaks with Yaakov Katz, former editor-in-chief of the Jerusalem Post and author of "While Israel Slept", about the profound shift in the Israeli perspective as the focus of the war moves from regional proxies to a direct conflict with Iran. Yaakov explains why a majority of Israelis now support this military campaign, viewing it as a "unique historical opportunity" to dismantle the source of regional instability. He also examines the influence of President Trump on Israel's strategic calculus and offers a candid assessment of Prime Minister Benjamin Netanyahu's dramatic political comeback following the October 7th attacks.

In this special episode, Michael zeroes in on the potential for a collapse in global energy security amid the U.S.-Israel war with Iran. First, he speaks with Clay Seigle, a senior energy security fellow at CSIS, about the economic impact of the dangerous choke point at the Straits of Hormuz, where a paralyzed trade is threatening to send global oil prices soaring. Clay also analyzes the strategic implications of U.S. strikes on military infrastructure at Iran's key oil depot on Kharg Island. Then, Rear Admiral (Ret.) Mark Montgomery, Senior Fellow at the Foundation for Defense of Democracies (FDD), breaks down the high-stakes naval mechanics of reopening the Straits and why the U.S. must reset Iran's nuclear and ballistic capabilities by "five or seven years" to ensure long-term regional stability.

Michael speaks with Michael Doran, Director of the Hudson Institute's Center for Peace and Security in the Middle East and a former senior director in the National Security Council, about the outlook for U.S.-Israeli attacks on Iran. Mr. Doran explains the internal power dynamics within the Iranian regime and why they matter to potential negotiations to de-escalate or end the conflict. He also explores the likely diverging interests of Israeli and American leaders, why understanding the influence of Iranian ethnic groups is vital to charting possible outcomes, and why he believes a citizen-led uprising to topple the government is unlikely.

Michael discusses the rapidly developing conflict in the Middle East with General Joseph Votel, former commander of CENTCOM and U.S. Special Operations Command. General Votel analyzes the strategic implications of Iran blocking the Strait of Hormuz and the challenges of a potential special operations raid to recover highly enriched uranium in the country. He also examines the shifting power dynamics within the Iranian regime, including how the new Supreme Leader's lack of religious credentials may lead to increased influence from the powerful Islamic Revolutionary Guard Corps.

Michael Allen discusses Iran's new Supreme Leader with Jeffrey Feltman, a visiting fellow at the Brookings Institution and former UN Under-Secretary-General. Feltman examines the sudden rise of Mojtaba Khamenei following the death of his father, Ali Khamenei, and discusses the regime's internal cohesion despite widespread domestic opposition. He also explains Israeli military targeting strategies, the risk of a "race for the bomb," and the potential for significant regional escalation.

In an exclusive conversation, Michael talks to former National Security Council Director for Iran Richard Nephew about the joint U.S.-Israeli strikes on Iran and the regime's response. Richard, a fellow at the Washington Institute for Near East Policy, explores how a collapse of the Islamic Republic could unfold and the last-ditch retaliation measures the regime could take against its Middle East neighbors and U.S. forces in the region. He also evaluates leadership succession possibilities and growing concerns regarding nuclear proliferation.

Michael joins Rear Admiral (Ret.) Mark Montgomery of the Foundation for Defense of Democracies to discuss the U.S.-Israel combined attacks on Iran. RADM Montgomery, an expert in U.S. national security, explores the potential for Iranian regime change, regional security impacts, and Iran's strategic vulnerabilities. He also breaks down the massive air power currently assembled in the region and the likelihood of an expanded Iranian retaliation campaign.

Michael speaks with Dr. Ryan Berg, Director of the Americas Program at the Center for Strategic and International Studies, about the violent fallout from the Mexican army's deadly operation against drug kingpin "El Mencho." Ryan analyzes what's at stake for the U.S. as narco-barricades and violence force Americans to shelter in place, and explains how the U.S.-Mexico relationship is shifting as the White House turns up the heat on cartels. They also discuss the lingering fragility of the Cuban regime, and a high-stakes roadmap for Venezuela's future.

Michael speaks with Josh Meservey, a Senior Fellow at the Hudson Institute and one of the nation's leading experts on African geopolitics and counterterrorism. Josh discusses the high-stakes Sudanese Civil War, its ripple effects across the Red Sea into the Middle East, and why the US has a stake in the region's stability, trade, and security. Josh also explains the Great Power competition unfolding in Africa as China works to escalate its influence.

Michael speaks with the former Chief of the IDF Intelligence Directorate Maj. Gen. (res.) Tamir Hayman about the increasing likelihood of military action against Iran's missile program. Gen. Hayman—who serves as Executive Director of the Tel Aviv-based Institute for National Security Studies (INSS)—analyzes the complex regional "reshuffle," explaining how Saudi Arabia is recalibrating its position through a rapprochement with Iran while distancing itself from the UAE and Israel. Gen. Hayman also offers his forecast on the future of Hamas and Gaza, and the broader outlook for regional stability.

Michael speaks with Gregory Brew, Senior Analyst at the Eurasia Group and country analyst for Iran, about the high-stakes decision facing the Islamic Republic: "strikes or talks." Greg analyzes the upcoming diplomatic summit in Istanbul, where the U.S. is pushing for "maximalist concessions" regarding Iran's nuclear program, ballistic missile stockpile, and regional proxy networks like Hamas and Hezbollah. Greg also discusses the strategic leverage of the recent U.S. naval buildup in the Middle East and whether these talks are a deliberate pretext for military action against Tehran. Greg also breaks down Iran's internal "credibility crisis" and the future of regional stability.

Michael speaks with Richard Goldberg, a Senior Advisor at the Foundation for Defense of Democracies and former Director for Countering Iranian WMD at the National Security Council. Rich provides a masterclass on the historical and modern context of Iranian protest movements, explaining why the most recent uprising is fundamentally different from previous ones. He breaks down the regime's playbook of violence—including internet blackouts and brute force—while examining the strategic failures of past U.S. administrations. Rich also discusses the outlook for the Islamic Republic in the coming weeks and whether the regime can survive its own internal contradictions and increasing international isolation.

Michael speaks with former Ambassador Jeffrey Feltman about the precarious state of the Islamic Republic of Iran following the latest wave of mass protests there. Jeff analyzes the regime's use of brutality, coercion, and a total internet blackout to quiet the streets, while arguing that survival does not equal success. Jeffrey also discusses the economic catastrophe Iran faces, the strategic ambiguity surrounding the White House's next moves following new sanctions, and the outlook for regional instability.

Michael Allen speaks with Dr. Ryan Berg, Director of the Americas Program and Head of the Future of Venezuela Initiative at the Center for Strategic and International Studies (CSIS), about the stunning aftermath of the U.S. military intervention in Venezuela. Ryan breaks down the high-stakes Delta Force raid that successfully captured Nicolas Maduro for trial in New York—an operation that lasted only two hours. Dr. Berg also explores the strategic necessity of the U.S. naval presence in the Caribbean and the administration's new oil policy, which involves the U.S. marketing Venezuelan oil to benefit both nations. Finally, Dr. Berg takes a closer look at the broader implications for regional security and the immense challenges of managing the transition in a post-Maduro Caracas.

In this special episode marking one million downloads for the podcast, Jeremy Bash speaks with David Shedd, former acting director of the Defense Intelligence Agency, about the "breathtaking" US military operation in Venezuela over the weekend. They discuss the high-stakes mission to capture Nicolas Maduro and his wife, Celia Flores, to face trial for narco-terrorism in the US. David explores the complex rationale behind the raid—from narco-trafficking charges to the underlying goal of regime change—and explains why Maduro's security forces offered such little resistance despite weeks of US military pre-staging. He also discusses the "murky" aftermath of the operation and its global impact.

Michael speaks with Craig Singleton, China Program Senior Director and Senior Fellow at the Foundation for Defense of Democracies, about the new frontiers of the US-China tech competition. Craig explains China's willingness to weaponize its dominance in rare earth magnets and how that leverage has left US assembly lines vulnerable. He also explores the high-stakes debate over semiconductor export controls, including a controversial profit-sharing deal for NVIDIA's H20 chips with the US government. Finally, Craig discusses the Chinese "five lever playbook" used to dominate critical sectors like polysilicon, LIDAR, and display technologies, warning of "strategic kill switches" in US infrastructure and the emerging national security threat of biotech.

Michael speaks with Yaakov Katz, former editor-in-chief of the Jerusalem Post and author of the new book While Israel Slept: How Hamas Surprised the Most Powerful Military in the Middle East. Yaakov discusses how the catastrophic intelligence failure leading up to October 7th was rooted in a moment of "lack of imagination" and Israel's fatal commitment to the misbelief that Hamas wanted quiet prosperity, not war. He connects this failure to Israel's dangerous over-reliance on technology. Yaakov also breaks down how Gaza helped elevate the profile of Qatar as a major regional diplomatic power.

Michael speaks with Roger Zakheim, the Washington Director of the Ronald Reagan Presidential Foundation and Institute, about the recently released National Security Strategy and the findings of the Reagan National Defense Survey of American public opinion. Although Roger critiques the National Security Strategy for a "huge missed opportunity" in failing to explicitly name China and Russia as adversaries, he highlights that a supermajority of Americans view China as the greatest threat and would support committing U.S. forces to defend Taiwan if China were to invade. Roger also discusses the strong public positioning on support for NATO and defense engagement beyond the Americas.

Michael speaks with former acting Director of the Defense Intelligence Agency David Shedd and former Deputy Assistant Secretary of Defense of Western Hemisphere Affairs Jana Nelson about US strikes on narcotraffickers in Latin America and whether the Trump Administration is closing in on attacks on Venezuela. They discuss what could be next for the Maduro regime and potential US targets in Venezuela, including arms facilities in remote areas. Jana and David also discuss the regional reaction to the rising tensions and how it ties into US politics, including in South Florida.

Michael speaks with David Shedd, former acting director of the Defense Intelligence Agency, and Andrew Badger, a corporate risk advisor and former intelligence officer. David and Andrew share their stark forecasts for possible U.S. military strikes on Venezuela's Maduro regime and narco-trafficking targets. They then shift hemispheres to discuss their book, The Great Heist: China's Epic Campaign to Steal America's Secrets. They reveal how China's "whole of society" espionage campaign feeds into a comprehensive global intelligence operation that poses unique national security risks to the U.S.

Michael speaks with Major General Mick Ryan (Ret.), a Senior Fellow for military studies at the Lowy Institute in Sydney, about the latest developments in the war in Ukraine and what we can learn to apply in conflicts around the globe. General Ryan assesses the current state of the front lines, detailing how Russia is leveraging its advantage in electronic warfare and drone technology. He also explains why the Ukrainian counter-offensive has been hampered by a lack of Western ground-based capabilities and a shortage of young soldiers.

Michael speaks with Dr. Kirill Shamiev, a non-resident fellow at the Kennan Institute, about the internal dynamics of the Kremlin and its war in Ukraine. Dr. Shamiev discusses the growing skepticism among the Russian elite regarding Putin's invasion, increasing economic anxiety, and the current state of the regime. He also unpacks how the war has strained civil-military relations and forecasts that the most likely outcome is a "semi-frozen conflict" until there is clarity regarding European political and security uncertainties.

Michael speaks with Nico Lange, a senior fellow at the Center for European Policy Analysis and the Munich Security Conference, about the grinding war in Ukraine and the outlook for Europe. Nico details how Russia's summer offensive failed to deliver results for the Kremlin and argues that Western support for Ukraine must move beyond "survival mode." He outlines the strategic necessity of deep strikes on Russian oil refineries and infrastructure to limit Putin's ability to wage war. Nico also discusses the success of U.S. pressure in increasing European support and explains why more pressure on Putin is urgently needed to find the war's off-ramp.

Michael talks with Beacon's new Director of International Trade Practice Sara Schuman, who previously served as the Senior Trade Representative for China at the Office of the United States Trade Representative. Sara discusses President Trump's trip to Asia and its implications for economic security, reflecting on what works and doesn't work when negotiating with China. Sara also reveals how the Trump administration is linking trade and security and uses trade as a tool of economic statecraft, and why that matters for U.S. strategic partners.

Michael speaks with Anthony Vinci, a former senior intelligence officer and the first Chief Technology Officer of the National Geospatial-Intelligence Agency. Anthony discusses his new book, "The Fourth Intelligence Revolution: The Future of Espionage and the Battle to Save America," arguing that AI has launched a revolution where "machines are going to spy on machines." Anthony warns that the new cyber threats mean every American is now a target, demanding a new strategy. He also explains why the U.S. must rethink policy to aggressively engage in economic espionage to counter China's broad surveillance strategy.

Michael speaks with David Shedd, former CIA officer and former acting director of the Defense Intelligence Agency, about the Western Hemisphere and the escalating threat from Venezuela—on the heels of recent U.S. strikes targeting alleged drug mules off the country's coast. David discusses the significant shift in U.S. strategy, which now treats narco-trafficking more like counter-terrorism targets than criminal organizations. He explains why the U.S. is using MQ-9 Reaper drones and Navy assets to disrupt trafficking and openly acknowledging a covert action campaign. David also outlines how Venezuela, led by President Nicolas Maduro, is driving illicit migration and acting as a hub for malign influence from Cuba, Russia, China, and Iran. They also discuss the critical role of Colombia and Mexico in countering these drug trafficking and migration threats to the U.S.

Michael speaks with Dan Twining, president of the International Republican Institute, about the future of US-Russia relations and the war in Ukraine. Dan discusses Valdimir Putin's current and long-term strategy, and his alliances with countries like North Korea and China. He also takes aim at Biden-era policies that forced Ukraine to "fight with one hand tied behind its back." Finally, Dan discusses what's at stake and the war's most likely off-ramps.

Michael speaks with Ralph Goff, a 35-year CIA veteran and six-time Chief of Station. Ralph, now with Cipher Brief, talks about Israel's daring "Rising Lion" operation targeting Iranian nuclear facilities. He explains why Israel pursues such high-stakes missions, from the theft of Iran's nuclear archive to the targeted assassinations of top officials. Ralph also reveals the immense risk tolerance that allows the Mossad to operate so deeply inside a hostile Iranian police state.

Andrew speaks with Dr. Michael Osterholm, founding director of the Center for Infectious Disease Research and Policy Center at the University of Minnesota about his new book, "The Big One: How We Must Prepare for Future Deadly Pandemics", which is an urgent warning about the next global health crisis. Dr. Osterholm explains why the continued focus on COVID's origin is distracting from the critical lessons we need to learn. He also offers a frank critique of "meaningless" plexiglass shields and six-foot distancing, sharing what truly works in transmission prevention. And, he outlines why these biological threats are a core national security challenge for U.S. military forces that demands an increase in research and funding.

Michael speaks with Zack Cooper, a senior fellow at the American Enterprise Institute, about the evolving dynamics of US policy toward China and the Indo-Pacific. Zack discusses how President Trump's pursuit of a meeting with Xi Jinping has shaped US policy and offers new analysis on the timeline for a potential Chinese invasion of Taiwan. Zack also confronts the reality of the so-called "axis of upheaval"—a tightening cooperation between China, Russia, North Korea, and Iran—and what it means for US foreign policy.

Michael speaks with President and Founder of the Institute for Science and International Security David Albright about the state of the Iranian nuclear program following US and Israeli strikes. David, a renowned expert on Iran's nuclear program, provides updated analysis on the systematic destruction of key facilities and shares his insights on the challenges of reconstituting the program, the fate of missing enriched uranium, and the ongoing efforts of international monitors.

Andrew speaks with Jeffrey Feltman, former United Nations Under-Secretary-General for Political Affairs and a distinguished fellow at the Brookings Institution. Jeffrey takes us inside the precarious state of post-civil war Syria, the deep-seated sectarian and geopolitical tensions that fueled the conflict, and the complex roles of the US and regional powers who want a stake. He also shares his insights on the ongoing threat from insurgent groups and the challenges of establishing a stable, unified government.

Michael is joined by Kelly Ann Shaw, a partner at Aiken Gump and former Deputy Assistant to the President for International Economic Affairs. They explore the critical state of U.S. trade policy through a national security lens, including with an eye on China. Following decades-long trade negotiations, Kelly Ann says U.S. trade policy has entered a "new normal" where it is now driven by domestic political needs and the economic concerns of American voters. Kelly Ann also discusses the evolving role of import protections and presidential trade authority.

After a summer of action in the Arctic, Andrew Shapiro re-visits his conversation with former Pentagon Arctic policy head Iris Ferguson about this strategic frontier. Iris explains how melting sea ice is ushering in a new era of great power competition, ending decades of 'Arctic exceptionalism.' Iris, the DOD's first Deputy Assistant Secretary for the Arctic, discusses Russia's interests, China's pursuit of influence as a 'near-Arctic state,' and the US imperative to bolster homeland defense, domain awareness, and alliances from Greenland to Alaska.

Michael Allen talks with Craig Singleton, China Program Senior Director and Senior Fellow at the Foundation for Defense of Democracies, about the new frontiers of the US-China tech competition. Craig explains that while trade talks are in a "tactical pause," China's dominance in rare earth minerals and its willingness to use them as leverage reveal a key US vulnerability. The conversation also explores the debate over US semiconductor export controls. He argues that selling advanced chips like Nvidia's H20 to China's military and intelligence apparatus undermines America's technological edge. Craig also explores China's market-dominating strategies in materials like polysilicon and technologies such as LIDAR and display technologies, which pose risks related to supply chain choke points and potential cyber-physical vulnerabilities.

Michael Allen is joined by David Fitzgerald, a career intelligence officer with 38 years of service, to discuss the rapidly evolving dynamics of cartel operations at the U.S. southern border. David addresses whether these criminal organizations constitute a national security threat by examining their history and the capacity of authorities to monitor and counter them.

Andrew Shapiro talks with CSIS researcher (and undersea cable enthusiast) Erin Murphy about the threats facing these critical transmission paths at the bottom of the world's oceans. Erin explains why undersea cables are vital to military communications, financial systems, and healthcare—and how they've evolved into strategic targets. She also discusses the roles of China and Russia, and how the commercial interests of the infrastructure's private owners stack up against national security concerns.

Michael speaks with Syd Seiler, former U.S. National Intelligence Officer for North Korea and one of the U.S. government's most experienced Korea hands. Seiler unpacks the long arc of Kim Jong Un's strategy, the roots of North Korea's provocations, and why the regime sees nuclear weapons as essential to its survival. He also discusses the limits of diplomacy, the myth of a quick breakthrough, and how U.S. policy should adapt for the long game.

Michael Allen talks with Foundation for Defense of Democracies' Bradley Bowman, who attacks the myth that supporting Ukraine has weakened America's defenses for Taiwan. Bradley, who's senior director of the Center on Military and Political Power, details how the war in Ukraine has become a brutal "World War I with drones"-- an attrition battle where crucial aid is still needed.