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NatSec Matters
30 episodes
Confronting Iran's Demands & Washington's Dilemma: Richard Nephew
Ep 157 · Aug 12, 2026 · 52 min
Michael is joined by Richard Nephew, Senior Research Scholar at Columbia University's Center on Global Energy Policy and former NSC Director for Iran, to discuss the uncertain and deteriorating situation in the Persian Gulf. Richard analyzes Tehran's recent escalation of demands—from demanding the full removal of the U.S. blockade and sanctions to seeking $300 billion in reparations. He also explores the internal consolidation of power within Iran's Islamic Revolutionary Guard Corps (IRGC) follo…
Moscow's Economic Fragility and Kyiv's Strategic Edge: Glenn Corn
Ep 154 · Aug 5, 2026 · 39 min
Michael is joined by Glenn Corn, former CIA Chief of Station and foreign policy expert with over 34 years of experience across the U.S. intelligence, defense, and diplomatic communities. Returning from his latest trip to Ukraine, Glenn offers a candid, on-the-ground operational update on how Kyiv's military is reshaping the battlefield through mid-range FPV drone strikes, integrated AI battle management systems, and deep-strike campaigns targeting Russian oil refineries and supply lines. He also…
Churchill's Choices in Ukraine and What's Next in the Strait of Hormuz: Adm. Mark Montgomery
Ep 155 · Jul 29, 2026 · 41 min
Michael is joined by Rear Admiral (Ret.) Mark Montgomery, Senior Director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies (FDD), who just concluded his seventh trip to Ukraine since the full-scale invasion. Mark delivers an operational update on his work training Ukrainian brigade commanders and assesses the strategic political reshuffle in Kyiv. He compares President Volodymyr Zelensky to a wartime Winston Churchill—brilliant yet fallible—and evalua…
'The Nord Stream Conspiracy' - Sabotage, Spies, and the Baltic Sea Explosion: Bojan Pancevski
Ep 154 · Jul 22, 2026 · 47 min
Michael is joined by Bojan Pancevski, Chief European Political Correspondent for The Wall Street Journal, to discuss his new book, The Nord Stream Conspiracy: The Inside Story of the Explosions That Shook the World. Drawing on direct conversations with German law enforcement and the Ukrainian saboteurs, Pancevski reveals how a six-person team used a rented yacht and a $250,000 budget to destroy Europe's primary Russian energy pipeline<!----><!----> <!----><!----><!----><!----><!----><!----><!---…
Testing the Transatlantic Security Pact: Dr. Alina Polyakova & Peter Rough
Ep 153 · Jul 15, 2026 · 59 min
Michael is joined by Dr. Alina Polyakova, President and CEO of the Center for European Policy Analysis, and Peter Rough, Director of the Center on Europe and Eurasia at the Hudson Institute, to discuss how the recent NATO Summit in Ankara landed. The two explore the hidden friction points undercutting transatlantic unity, from software interoperability gaps to trade and digital policy disputes. They also focus on how Ukraine's decentralized, software-driven "operating system" has transformed Rus…
The New Era of Global Espionage: Anthony Vinci
Ep 152 · Jul 8, 2026 · 44 min
Michael speaks with Anthony Vinci, former career intelligence officer and the first Chief Technology Officer of the National Geospatial-Intelligence Agency. They discuss Anthony's new book, "The Fourth Intelligence Revolution: The Future of Espionage and the Battle to Save America", which explores how artificial intelligence and intensive competition with China have transformed modern spycraft. Anthony explains his forecast where "machines are going to spy on machines," rendering legacy countert…
The Geopolitical Stakes of Frontier AI: Dr. Dr. Divyansh Kaushik
Ep 151 · Jul 1, 2026 · 56 min
Special guest host Klon Kitchen, Managing Director for the Global Technology Policy Practice at Beacon Global Strategies, is joined by Dr. Divyansh Kaushik, machine learning expert and BGS Vice President, to analyze the trajectory of frontier artificial intelligence. They explore the rapid shift to reasoning models like Anthropic's Mythos, which autonomously solve complex software problems and uncover deep cybersecurity risks. They also discuss "recursive self-improvement"—the threshold where AI…
Deciphering the Iran Ceasefire: Amb. Jeffrey Feltman
Ep 150 · Jun 24, 2026 · 44 min
Andrew Shapiro is joined by Ambassador Jeffrey Feltman, whose distinguished diplomatic career includes serving as U.N. Under-Secretary-General for Political Affairs and Assistant Secretary of State for Near Eastern Affairs. Amb. Feltman, now a visiting fellow at the Brookings Institution, discusses the fragile state of the U.S.–Iran ceasefire and progress toward talks for a long-term diplomatic agreement. He assesses Iran's core objectives, the strategic sidelining of Israel, and how Tehran's su…
Backyard Hegemony - Reasserting U.S. Influence in the Western Hemisphere: David Shedd
Ep 149 · Jun 17, 2026 · 51 min
Michael is joined by David Shedd, former Acting Director of the Defense Intelligence Agency and a veteran intelligence officer, for a comprehensive look at the shifting geopolitical dynamics across Latin America. David discusses the structural collapse of Cuba and the outlook for U.S. intervention, the delicate execution of the administration's plan for Venezuela, and the profound strategic challenges posed by Chinese investments in the U.S. backyard. He also explores the sharp friction points s…
'Leapfrogging' Diplomacy: Dr. Nadia Schadlow
Ep 145 · Jun 10, 2026 · 53 min
Michael is joined by Dr. Nadia Schadlow, Senior Fellow at the Hudson Institute and former Deputy National Security Advisor for Strategy, to discuss the architecture of U.S. global power amid fast-moving crises in the Mideast, China, and Ukraine. Dr. Schadlow provides a compelling assessment of how the administration is utilizing a disruptive, iconoclastic approach to confront years of slow, multilateral processing and force rapid diplomatic end states.
The Price of Peace in Iran: Richard Nephew
Ep 147 · May 31, 2026 · 42 min
Michael is joined by Richard Nephew, Senior Research Scholar at Columbia University and former Director for Iran at the National Security Council, to examine the fragile state of the U.S.–Iran ceasefire and the looming terms of a potential memorandum of understanding (MOU). Richard shares his concerns about the current trajectory of negotiations, warning that Washington is at risk of overpaying with massive sanctions relief without securing a durable, verifiable nuclear agreement. Richard also h…
Reading Between the Lines - What's Hidden in the New Iran Agreement: Dr. Rebeccah L. Heinrichs and Rich Goldberg
Ep 146 · May 27, 2026 · 56 min
Michael is joined by Dr. Rebeccah L. Heinrichs, Senior Fellow and Director of the Keystone Defense Initiative at the Hudson Institute, and Rich Goldberg, Senior Advisor at the Foundation for Defense of Democracies, to pull back the curtain on the still-unreleased U.S.-Iran memorandum of understanding to end the war. They explore the hidden risks of a premature diplomatic off-ramp, with Dr. Heinrichs and Mr. Goldberg analyzing why a partial deal could squander the historic geopolitical momentum b…
Operation Epic Fury 2?: Adm. Robert Harward
Ep 142 · May 20, 2026 · 1 hr 2 min
Michael Allen is joined by Admiral (Ret.) Robert "Bob" Harward, former Deputy Commander of CENTCOM and a retired Navy SEAL, for an intensely candid look at what he believes the ultimate end state of the Iran conflict should look like. Drawing on his distinguished military career and the unique perspective of having lived in Tehran during his youth, Admiral Harward rejects the cautious consensus of Washington skeptics. Instead, he doubles down on the strategic necessity of driving toward total re…
Special Episode - The Political Firestorm at 10 Downing Street: Dr. Alan Mendoza
Ep 144 · May 15, 2026 · 53 min
Michael is joined by Dr. Alan Mendoza, Chief Advisor for Global Affairs for the U.K.'s Reform Party, to explain the political firestorm engulfing Prime Minister Keir Starmer and his Labour Party. Dr. Mendoza provides an insider's look at the mounting pressure on Starmer and the momentum behind the Reform Party and firebrand Nigel Farage following recent local election results. He explores the last decade of tectonic shifts in British politics—from the decline of the Conservative Party to the pot…
Trump's Beijing Detour & China's Role in the Iran Endgame: Craig Singleton
Ep 143 · May 13, 2026 · 39 min
Michael is joined by Craig Singleton, Senior Director of the China Program at the Foundation for Defense of Democracies, to preview the long-delayed summit between President Trump and Chinese leader Xi Jinping this week. With the war in Iran looming over the meeting, Craig discusses whether Beijing will leverage its influence over Tehran as a bargaining chip or continue to provide the regime with a critical economic lifeline. He also focuses on the unbalanced dependencies that define the U.S.-Ch…
The Hormuz Hotline: Eddie Fishman
Ep 142 · May 5, 2026 · 58 min
Michael is joined by Eddie Fishman, Director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations and a former State Department sanctions expert, to discuss the Trump administration's shift toward a "last-ditch" diplomatic and geoeconomic effort to resolve the Iran conflict. Eddie evaluates the effectiveness of the US Navy's new "guiding" mission in the Strait of Hormuz and whether a peaceful reopening of the waterway is actually scalable. Eddie also discusses…
Blockade Brinkmanship: Richard Fontaine
Ep 139 · Apr 29, 2026 · 58 min
Michael welcomes Richard Fontaine, CEO of the Center for a New American Security, to evaluate the sustainability of the US economic blockade in the Strait of Hormuz and the realistic prospects for a nuclear breakthrough with Iran. Richard provides a reality check on the administration's declarations of victory, explaining why a meaningful nuclear agreement remains weeks, if not months, away. He explores the likelihood of a blockade-for-blockade swap and the potential for a narrow, three-to-four…
The Iranian 'Escalation Trap': Gen. Joseph Votel
Ep 140 · Apr 22, 2026 · 45 min
Michael is joined by Gen. (Ret.) Joseph Votel, former CENTCOM Commander, to examine the high-pressure maneuvering between Washington and Tehran amid the recently extended Mideast ceasefire. Gen. Votel warns of a looming "escalation trap" as the US and Iran navigate a delicate truce. He also provides a candid assessment of a potential second round of negotiations in Islamabad and explains why the US must now work harder than ever on the diplomatic and strategic communications fronts to avoid a re…
The Deal-Maker's Dilemma: Richard Nephew
Ep 136 · Apr 16, 2026 · 55 min
Former NSC Director for Iran Richard Nephew returns to NatSec Matters to discuss the tactical and economic shifts in the Mideast conflict. Richard, a senior research scholar at Columbia University's Center on Global Energy Policy, gives Michael a candid assessment of the military campaign so far, highlighting the sophistication of allied coordination while questioning whether U.S. tactics are translating into long-term strategic success. Richard also discusses the outlook for the current ceasefi…
The New Status Quo in the Strait of Hormuz: Roger Zakheim & Rich Goldberg
Ep 138 · Apr 14, 2026 · 39 min
Michael is joined by Roger Zakheim, Washington Director of the Ronald Reagan Presidential Foundation, and Rich Goldberg, Senior Advisor at the Foundation for Defense of Democracies, to discuss the high-stakes blockade of Iranian ports by the US Navy. Following a busy weekend in Islamabad that failed to yield a long-term resolution to the Mideast conflict, the trio gathered Monday to analyze the shift from kinetic strikes to a total maritime strangulation of the Iranian economy and what it means…
President Trump's Latest Ultimatum to Iran: Adm. Chris Grady
Ep 133 · Apr 6, 2026 · 48 min
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…
Emergency Podcast - Decoding the President's Iran Address: Matt Kroenig
Ep 134 · Apr 2, 2026 · 27 min
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…
Ukraine's Persistence, Baltic 'Gray Zone' Attacks & Russia's Weak Spots: Mark Montgomery
Ep 135 · Apr 1, 2026 · 43 min
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 "groun…
Off-Ramp or Escalator - The Iranian Regime's Final Act?: Dr. Seth Jones
Ep 131 · Mar 25, 2026 · 46 min
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 Gul…
Israel's Strategic Reset: Yaakov Katz
Ep 133 · Mar 20, 2026 · 49 min
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 ca…
The Hormuz Pressure Cooker and Oil Price Roulette: Clay Seigle & Rear Adm. Mark Montgomery
Ep 132 · Mar 18, 2026 · 54 min
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. Th…
Searching for Cracks in Iran's Core: Michael Doran
Ep 131 · Mar 12, 2026 · 51 min
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 influenc…
The CENTCOM Playbook for Iran?: Gen. Joseph Votel
Ep 130 · Mar 11, 2026 · 54 min
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 m…
Chaos & Control in Iran: Amb. Jeffrey Feltman
Ep 129 · Mar 10, 2026 · 41 min
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.
Exclusive - The Iranian End Game: Richard Nephew
Ep 128 · Mar 4, 2026 · 55 min
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 g…
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