Fault Lines

National Security Institute

Fault Lines, the National Security Institute’s flagship podcast, gets you quickly up to speed, three-times-a-week, on the national security and foreign policy debates shaking up America. Our regular cast of foreign policy experts includes NSI Founder and Executive Director Jamil N. Jaffer, NSI Advisory Board Member Lester Munson, and NSI Senior Fellows Morgan Viña, and Jessica Jones.  Tune in to learn more about the issues dominating headlines and the news stories you may have missed. Hosted on Acast. See acast.com/privacy for more information.

  1. 1d ago

    Fault Lines Episode 618: Trade War Evolution: U.S.-China Economic Strategy, Then, Now, and Next

    Today, John, Les, and Special Guest Peter Harrell—former Senior Director for International Economics at the NEC & NSC—trace the arc of U.S. trade and economic policy toward China from the engagement era of the late 1990s through future administrations. For decades, Washington operated on the theory that integrating China into the global economy through the WTO would create market opportunities and encourage political liberalization — a paradigm that persisted through Clinton, Bush, and Obama even as warning signs accumulated. The shift came gradually, driven by Chinese malign tactics, Xi Jinping's consolidation of power, and a business community that eventually saw more risk than opportunity in the relationship. What tools — tariffs, export controls, industrial policy — have actually moved the needle on economic security, and which are more political theater than strategy? Did Trump's first-term tariffs reshape trade flows in any meaningful way, or did transshipment through states such as Vietnam and Mexico simply obscure continued Chinese dominance? How should policymakers think about the trade deficit as a strategic variable, and what would it actually take to address it?  Check out the answers to these questions and more in this episode of Fault Lines. @lestermunson @johnclipsey @petereharrell Like what we're doing here?  Be sure to rate, review, and subscribe.  And don't forget to follow @faultlines_pod and @masonnatsec on Twitter! We are also on YouTube; watch today's episode here: https://youtu.be/Metg6cjphQo Hosted on Acast. See acast.com/privacy for more information.

  2. Jul 24

    Fault Lines Episode 617: The China Colossus: Understanding Beijing's New Mercantilist Economic Model

    Today, John, Les, and Special Guest Dinny McMahon—Head of China Markets Research at Trivium—trace the rise and slow-motion collapse of China's old economic model, and the technology and export-led manufacturing behemoth replacing it. For decades, China's economy ran on a simple engine: a high-debt construction and investment boom with real estate at the core and as the primary store of middle-class wealth. As Xi consolidated political power and began deflating the property bubble, he charted a new economic model featuring export driven growth and a high-tech industrial policy fueled by hyper competition—sparking today’s high stakes clash with the U.S. and Europe. Can Xi's new economic model actually replace the prosperity that the property collapse destroyed? Why has Beijing continued to suppress consumption and what would it take for Chinese households to start spending? How should Washington be responding to a system that exploits global markets as we try to re-shore industry, de-risk supply chains, and compete for the frontiers of advanced technology? Are the flying cars we were promised finally here?!  Check out the answers to these questions and more in this episode of Fault Lines. @lestermunson @johnclipsey @DinnyMcMahon Like what we're doing here?  Be sure to rate, review, and subscribe.  And don't forget to follow @faultlines_pod and @masonnatsec on Twitter! We are also on YouTube; watch today's episode here: Hosted on Acast. See acast.com/privacy for more information.

  3. Jul 17

    Fault Lines Episode 616: Anaconda or Armistice: The Squeeze on Tehran

    Today, Les, John, and special guest Richard Goldberg assess where the Iran conflict stands and where it is headed. The Strait of Hormuz is once again a flashpoint, with U.S. naval forces blockading traffic while escorting commercial shipping — a posture that has helped push down gas prices but left Tehran cut off from economic relief. Iran's missile manufacturing capacity has taken serious damage, its proxies are diminished, and the regional coalition willing to push back against Tehran is growing. Can the United States sustain a low-level kinetic pressure campaign without either failing to keep the Strait sufficiently open or pushing Iran into a corner that forces escalation? Is Washington executing a deliberate anaconda strategy, or risk managing its way into an open-ended conflict with no defined endgame? With the Iranian economy in freefall and the regime's popular legitimacy threadbare, are U.S. operations actually forestalling the one card that could matter most — an uprising by the Iranian people themselves? Check out the answers to these questions and more in this episode of Fault Lines. @lestermunson @johnclipsey @rich_goldberg Like what we're doing here?  Be sure to rate, review, and subscribe.  And don't forget to follow @faultlines_pod and @masonnatsec on Twitter! We are also on YouTube; watch today's episode here: https://youtu.be/_jgKTU6RVhQ Hosted on Acast. See acast.com/privacy for more information.

  4. Jul 10

    Fault Lines Episode 615: Good Vibes and Guns: NATO's Next Chapter

    Today, Les, John, and special guest Retired General Doug Lute, assess the NATO summit held this week in Ankara, where 32 allied leaders gathered against a backdrop of persistent tensions over burden-sharing, Greenland, and the future of the transatlantic relationship. The summit's communiqué delivered a strong, direct reaffirmation of collective defense, and allied progress on defense spending gave Trump enough reason to leave in relatively good spirits. Yet beneath the surface, fundamental questions about NATO's structure, Europe's growing strategic autonomy, and Washington's reliability remain unresolved. Is the Ankara summit a true turning point for the alliance, or a fragile moment of unity held together by personalities and political convenience? Who deserves credit for moving the needle on European defense spending — Trump, Obama, or the threat environment itself? As the U.S. share of global economic power shrinks relative to China and other emerging poles, does NATO's current structure still serve American national security interests?  Check out the answers to these questions and more in this episode of Fault Lines. @lestermunson @johnclipsey @lutedoug Like what we're doing here?  Be sure to rate, review, and subscribe.  And don't forget to follow @faultlines_pod and @masonnatsec on Twitter! We are also on YouTube; watch today's episode here: https://youtu.be/0QWL4s-vhPI Hosted on Acast. See acast.com/privacy for more information.

  5. Jun 29

    Fault Lines Episode 613: After the Earthquake — Venezuela and the Limits of American Soft Power

    Today, Les, John, Andrew, and Andy examine the devastating earthquake that has killed more than 1,500 people in Venezuela, a number expected to climb, and what the U.S. response reveals about American humanitarian leadership in the Trump era. Washington has committed $150 million in aid flowing through UN agencies and NGOs, with DART teams and fire and rescue units from across the country, including Los Angeles and Fairfax County, already on the ground. But the response raises harder questions than it answers. With USAID largely dismantled, who actually leads American disaster response now, and what does that mean for U.S. soft power on the world stage? Now that the U.S. has removed Maduro and installed a friendly government in Caracas, the response carries an unavoidable optic: is Washington showing up for Venezuela because lives are at stake, or because this is now its ally? And if the U.S. is only willing to show up for countries already in its corner, what does that say about the credibility of American humanitarian commitments when the next crisis hits in less friendly territory? Check out the answers to these questions and more in this episode of Fault Lines. @lestermunson @andykeiser @johnclipsey @andrewborene Like what we're doing here?  Be sure to rate, review, and subscribe.  And don't forget to follow @faultlines_pod and @masonnatsec on Twitter! We are also on YouTube; watch today's episode here: https://youtu.be/2_k_PBIlp48 Hosted on Acast. See acast.com/privacy for more information.

4.4
out of 5
43 Ratings

About

Fault Lines, the National Security Institute’s flagship podcast, gets you quickly up to speed, three-times-a-week, on the national security and foreign policy debates shaking up America. Our regular cast of foreign policy experts includes NSI Founder and Executive Director Jamil N. Jaffer, NSI Advisory Board Member Lester Munson, and NSI Senior Fellows Morgan Viña, and Jessica Jones.  Tune in to learn more about the issues dominating headlines and the news stories you may have missed. Hosted on Acast. See acast.com/privacy for more information.

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