Trade, Tariffs, and a New Normal: Kelly Ann Shaw

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.

Senior research scholar at Columbia University and former NSC Director for Iran Richard Nephew joins Michael for another special episode to analyze the recent US strikes on Iran's nuclear facilities. Richard discusses President Trump's decision-making, the Iranian reaction, the assessed damage to the nuclear program versus potential hidden capabilities, the critical loss of IAEA access, and the fragile outlook for a lasting ceasefire.

Michael talks with Kelly Ann Shaw, former Deputy Assistant to the President for International Economic Affairs, about President Trump’s 'sledgehammer' approach to international trade and tariffs. Kelly Ann, who also served as Trade Counsel to the House Ways and Means Committee, explains the current state of the global "trade war," the strategic de-escalation with China on critical minerals, and the White House's broader push to rebalance trade relationships and counter what it calls unfair practices.

In this special episode, Michael talks with Iran expert Richard Nephew, who warns of impending U.S. military strikes on Iran's deeply buried nuclear facilities—a task only the American military can achieve. The former NSC official casts doubt on Israel's regime change strategy, fearing it could backfire and lead to an even more hardline Iranian government. Richard also discusses Iran's potential for escalating attacks on key shipping channels and regional energy infrastructure, risking a wider conflict, all while the hope of an international nuclear deal hangs in the balance.