FISA Section 702: White House Advisor Josh Geltzer Returns

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.