Earlylands in Conversation

Earlylands Advisory

A discussion series with leading thinkers focused on issues at the intersection of business, politics, and culture. Whether it be trends in corporate deal-making, shifts in geopolitics, or notable new writing, our aim is to focus on the ideas and themes that drive headlines, inform boardroom conversations, and motivate policymakers.

  1. 6d ago

    Earlylands in Conversation - Ep. 35 - "Russia Has Leaned Into Its Worst Impulses": RUSI’s Dr. Jack Watling on Ukraine's Changed Battlefield Dynamic

    Russia's military is materially weaker today than it was a year ago, and Ukraine has established an asymmetric approach that drives up the cost of every Russian advance. Yet those facts still do not guarantee Kyiv the ending it wants. Dr. Jack Watling is Senior Research Fellow for Applied Military Sciences at the Royal United Services Institute (RUSI) in London and one of the world's leading experts on the war in Ukraine. He is also the author of Statecraft: The New Rules of Power in a Divided World (Pan Macmillan, 2026) and has spent the past four and a half years moving between London and Kyiv. His method rests on primary research: time with Ukrainian units at the front rather than reassessment of other people's data points. In this conversation: what the Ukrainians solved between 2024 and the beginning of 2026 and what the Russians did not; Russian force quality and replacement rates; why Jack believes the war has reached a turning point and why that is not the same as a happy ending; and the signposts he is watching over the next six to twelve months. We recorded as the news was breaking out of Kyiv about the replacement of Ukraine's defense minister and the commander-in-chief of the armed forces, so we do not address those changes directly. If you enjoy this episode, please follow Earlylands in Conversation wherever you listen. Books Mentioned on the Podcast -Statecraft: The New Rules of Power in a Divided World by Jack Watling-Seeing Like a State by James C. Scott-Ashenden by W. Somerset Maugham

  2. Jul 14

    Earlylands in Conversation - Ep. 34 - "Do More With Less": Traxtion CEO James Holley on Turning Africa's Rail Bottlenecks Into a Continental Business

    Rail rarely makes headlines, but it may be doing more to shape Africa's economic trajectory than any single mine or trade deal. James ('Jamie') Holley is CEO of Traxtion, the largest privately owned rail operator on the continent, with a deployed fleet of over 55 locomotives across ten countries, from South Africa's core network to the Tazara line linking Zambia to the Tanzanian coast. Earlylands Advisory's Todd Johnson sits down with Jamie to unpack what it actually takes to revive neglected rail corridors, why private capital is willing to take on infrastructure risk that governments have struggled to manage, and what a serious Transnet turnaround could mean for South Africa and the wider region. The numbers do the arguing. The Johannesburg-Durban line still runs on 1970s signalling, moving freight over 710 kilometers in roughly three days when it was designed to run trains every 20 minutes on an 18-hour transit. Modern positive train control could cut that to under ten hours and let Traxtion invoice the same train six times more often in a month. That gap between what the infrastructure could do and what it currently does is the essence of the conversation. If you enjoy this and our other episodes, please like and follow. Books Mentioned on the Podcast-Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison by Howard Green-SwitchPoints: Culture Change on the Fast Track to Business Success by Judy Johnson, Les Dakens, Peter Edwards, and Ned Morse

  3. Jun 16

    Earlylands in Conversation - Ep. 32 - From Dartmouth to Dar es Salaam: Clementine James on Building Africa's Critical Minerals Supply Chain

    The critical minerals story in Africa is typically told through the lens of geology, geopolitics, and finance. Rarely does anyone talk about the unglamorous reality that sits between the mine and the market: the roads, the trucks, the borders, and the sheer logistical challenge of moving product across some of the world's most difficult operating environments. Clementine James knows that reality better than almost anyone. As a director and owner of Alistair Group, one of Africa's premier logistics operators, she has spent her career moving freight across corridors that would humble most Western supply chain professionals. That she has done soas an American woman in one of the most male-dominated industries on earth makes her story all the more remarkable. Here is a number that puts the challenge in stark relief: a round trip between Dar es Salaam and Kolwezi takes her trucks two months to complete. Two months. In that single data point lives the entire story of what it actually takes to bring critical minerals to market. Clementine is also one of the clearest voices supporting development of the Lobito Corridor but also calling out the gap between the political hype around the initiative and the commercial framework that will determine whether it actually delivers. If you enjoy this and our other episodes, please like and follow. Books mentioned on the podcast - The Meditations by Marcus Aurelius The Bang, Bang Club by Greg Marinovich and Joao Silva The Correspondent by Virginia Evans

  4. May 19

    Earlylands in Conversation - Ep. 30 - "Allies at War": Award-Winning Historian Tim Bouverie on Power, Diplomacy, and Global Leadership

    For this episode, we are joined by award-winning historian and author Tim Bouverie. Tim has recently received widespread acclaim for his book Allies at War, which some listeners may have spotted prominently positioned beside Prime Minister Netanyahu in the now widely circulated photograph of the Israeli leader speaking with President Trump on the night of the first military strikes on Iran. The book does exactly what it promises: it delivers a sweeping narrative history of the alliance that defeated Hitler. While one might reasonably ask what new could still be written about the Second World War, Tim answers that question on nearly every page. Critics have overwhelmingly agreed. The book won the prestigious 2026 Pol Roger Duff Cooper Prize, while The Economist named it one of its Books of the Year for 2025, calling it “a masterful diplomatic history of the second world war… packed with fresh detail and gossipy anecdotes.” While we spend plenty of time discussing the fascinating personalities and rivalries of Churchill, Stalin, and FDR, Tim also draws out broader lessons from history’s most successful political and military alliance — lessons that remain deeply relevant to today’s increasingly turbulent global order. Books Mentioned on the Podcast --All of Tim's non-fiction histories can be found at Penguin --Perfect Pitch by Tim can be found here --Jock Colville, The Fringes of Power: Downing Street Diaries 1939–1955 --Lord Alan Francis Brooke, War Diaries, 1939-1945: Field Marshal Lord Alanbrooke

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About

A discussion series with leading thinkers focused on issues at the intersection of business, politics, and culture. Whether it be trends in corporate deal-making, shifts in geopolitics, or notable new writing, our aim is to focus on the ideas and themes that drive headlines, inform boardroom conversations, and motivate policymakers.

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