Intelligence Matters: The Relaunch

Michael and Andy join Beacon Global Strategies Managing Director Michael Allen to share a major announcement about the future of Intelligence Matters. They also discuss their geopolitical forecasts for 2025, examining potential developments in the Middle East, Russia, Ukraine, and China.

Michael revisits his conversation with Andy about their unique experiences as CIA briefers for President George W. Bush. They share behind-the-scenes stories of preparing the President’s Daily Brief, navigating high-stakes national security discussions, and managing the delicate balance of delivering tough truths.

Michael revisits his interview with former CIA officer Jonna Mendez about her memoir, In True Face: A Woman’s Life in the CIA, Unmasked. Jonna reflects on her unconventional path into the CIA, her groundbreaking work in disguise and clandestine photography, and the challenges of navigating a male-dominated field. She also discusses her work evaluating tampered packages and recounts the unique moment she demonstrated a disguise mask to President George H. W. Bush in the Oval Office.

Michael talks with Chris Johnson, head of China Strategies Group, about Beijing’s vulnerabilities and its uneasy anticipation of Donald Trump’s return to the White House. They explore the high-stakes rivalry between the U.S. and China, including economic tensions, Xi Jinping’s grip on power, and the geopolitical flashpoints that could redefine the global order.

Michael speaks with terrorism expert and H9 Defense Founder and CEO Sara Harmouch who explores the surprising alliance between Iran and Al Qaeda, tracing their decades-long relationship and warning about the growing security threats posed by their current cooperation.

Andy speaks with former State Department senior advisor Bill Muntean about how the vast, frozen continent of Antarctica has become an unexpected theater in great power competition. Bill discusses the delicate balance maintained by the 1959 Antarctic Treaty and how surprise inspections - which he personally leads - help verify Russian and Chinese compliance. As climate change and resource scarcity reshape geopolitics, they explore whether Antarctica's longstanding peace can endure amid rising tensions between global powers.

Andy talks with Alex Wang, the founder and CEO of Scale AI, to discuss the rapidly evolving landscape of artificial intelligence and its implications for national security. Forbes says Alex, at age 25, is the world's youngest self-made billionaire. He describes the three foundational pillars of AI—data, compute, and algorithms—and how advancements in each have driven recent progress. Alex discusses how AI advancement could enable adversaries to pose new threats to US national security, and the guardrails the technology may need.

Andy talks with Dmitri Alperovitch, one of the brilliant minds behind CrowdStrike and a leading voice in cybersecurity. He's also author of the new book, World on the Brink: How America Can Beat China in the Race for the Twenty-First Century. In this episode, Dmitri explores the digital threats reshaping national security - from sophisticated state-sponsored hacks to the U.S.-China tech rivalry. Dmitri shares candid insights on America's cyber readiness, why Taiwan matters more than ever, and how AI is transforming the battlefield.

Andy revisits his conversation with Tufts University economic historian Chris Miller, author of the bestselling book Chip War: The Fight for the World’s Most Critical Technology. Chris discusses the high-stakes race for global dominance in semiconductor development and manufacturing. He reveals the fragile and complex nature of the semiconductor supply chain, highlighting the geopolitical vulnerabilities involved in their production and explaining why they are essential to U.S. national security.

Michael and Andy speak with Beth Sanner, former CIA analyst and Deputy Director of National Intelligence for Mission Integration, about the national security challenges facing the next U.S. president. They explore the complex relationships between Russia, China, Iran, and North Korea, rising tensions in the South China Sea, and the ongoing conflict in Ukraine. They also examine how these geopolitical dynamics impact global stability and discuss the fine line between geopolitical and cyber threats.

Andy talks with Dr. Christine Michienzi, who served as the Senior Technology Advisor for the Pentagon’s Under Secretary of Defense for Acquisition & Sustainment and as the Chief Technology Officer for the Industrial Base Policy office. Dr. Michienzi explains the national security vulnerabilities in U.S. supply chains for essential minerals and materials used in key defense hardware like electronics, satellites, weapons systems and ammunition. She discusses China’s dominance in these critical supply chains and shares strategies to bolster domestic production and strengthen international partnerships.

Michael talks with former National Counterterrorism Center Director Christy Abizaid, who shares her extensive experiences in the intelligence community. She discusses the evolution of her career from intelligence analyst to policymaker and leader in counterterrorism, emphasizing the importance of integrity, objectivity, and the need for intelligence officials to accurately inform policy. Abizaid also highlights the challenges of navigating crises, the significance of being present in decision-making rooms, and the lessons learned from her unique perspective on both sides of the intelligence and policy divide.

Michael talks with former CIA Deputy Chief of Staff Nick Shapiro, former Deputy Director of CIA for Science and Technology Dawn Meyerriecks, and former Director of the agency’s elite Special Activities Center Brian Carbaugh about their new class on MasterClass: The Art of Intelligence. Nick helped organize the class on MasterClass with Michael, Dawn, and Brian who were given authorization to share their real-life experiences and the lessons they learned about leadership, critical thinking, and risk management. The class on MasterClass is humorous, engaging, and enlightening. And in this episode of Intelligence Matters, the four discuss their experiences arranging and taking part in the class on MasterClass.

Andy talks with Matt McKnight, General Manager for Biosecurity at Ginkgo Bioworks, about the new frontier of global threats posed by weaponized cell engineering. Matt discusses the need for a comprehensive global monitoring and early detection system, enhanced international cooperation, and a unified defense approach to mitigate the potentially catastrophic impacts of biological events, whether accidental or malicious.

Michael speaks with former Israeli National Security Advisor Eyal Hulata, now a senior international fellow at the Foundation for Defense of Democracies, about recent military strikes against Hezbollah, the strategic implications for Iran, and the need for a comprehensive agreement to secure long-term stability in Lebanon. Eyal also warns of the risk of Iran pursuing nuclear weapons and highlights the importance of international support for the Iranian people. Their conversation took place just before Israel’s ground offensive in southern Lebanon, and Tuesday's Iranian missile barrage.

Michael talks with Bloomberg senior writer Stephanie Baker about her new book, Punishing Putin: Inside the Global Economic War to Bring Down Russia, which examines the unprecedented economic statecraft waged by the U.S. and its European allies in response to Vladimir Putin’s invasion of Ukraine. The book evaluates the effectiveness of sanctions, how Russia is enduring them, and what may happen next.

Michael and Andy discuss their recent travels and the bleak prospects for resolving conflicts in Gaza and Ukraine, Taiwan’s preparedness for a potential Chinese attack, and the unfolding crisis in Venezuela. Michael also shares his son’s podcast, "3rd & 33", which focuses on college football.

Michael explores the world of leadership analysis with former CIA analyst Jennifer Welch. Now the Chief Geoeconomics Analyst for Bloomberg Economics, Jennifer discusses the art and science of crafting detailed profiles of world leaders—from understanding their personal histories to deciphering their strategic mindsets. She reveals how leadership analysis illuminates the human element in global affairs and can make or break diplomatic negotiations.

Michael talks with Israeli intelligence expert Uri Bar-Joseph, who dissects the stunning failure of Israeli intelligence ahead of the October 7th Hamas attack—a “perfect failure” that shook the foundations of Israel’s vaunted security apparatus. Tracing the roots of this debacle back decades, Bar-Joseph discusses the fatal flaw in Israel’s national security strategy: prioritizing military might over diplomatic engagement. It’s part of Uri’s new book in Hebrew, 'Beyond the Iron Wall.'

Michael reintroduces this episode featuring his conversation with former CIA officer Rolf Mowatt-Larssen, who shares unique anecdotes that reveal the Russian mindset, from a puppet show to a symbolic Bolshoi performance. His firsthand experiences in the country explore how history, culture, and psychology shape Russia's worldview—and foreshadow its actions in geopolitics today.