In this essential episode, Ray Powell and Jim Carouso welcome two returning guests and leading strategic thinkers: retired Australian Army Major General Mick Ryan, author of “The War for Ukraine: Strategy and Adaptation Under Fire,” and Zack Cooper, senior fellow at the American Enterprise Institute and co-host of the Net Assessment Podcast. Together, they dissect the Trump administration’s newly released National Security Strategy and its implications for U.S. alliances, Indo-Pacific security, and the evolving competition with China.​

NSS Unveiled: Zack explains what the National Security Strategy (NSS) is - the connective tissue linking U.S. objectives to the ways and means of achieving them - while noting the internal contradictions and lack of central logic. Released with minimal fanfare in early December, this NSS marks a significant departure from conventional approaches to American global engagement.​

Regional Winners and Losers: Mick offers his characteristically candid, “she’ll be right, mate” assessment, arguing that while Europe faces a much more civilizational challenge under this strategy, Indo-Pacific allies like Australia, Japan, and Taiwan emerge relatively intact. The document maintains U.S. commitment to the defense of the first island chain, though the beleaguered Philippines notably goes unmentioned.​

Spheres of Influence and Inconsistencies: The experts dissect the document’s troubling embrace of spheres of influence - asserting U.S. primacy in the Americas while condemning Chinese ambitions in Asia. This contradiction, combined with transactional mercantilism replacing values-based alliances, signals a fundamental shift in American grand strategy.​

The China Challenge: Both guests critique how the NSS reduces all of Asia to a China problem, ignoring critical issues in South Asia, Southeast Asia, and the Pacific Islands. They explore China’s aggressive response to Japanese Prime Minister Takeuchi’s Taiwan comments and what Beijing’s gray zone operations reveal about testing U.S. resolve.​

Deterrence and Taiwan: Zack warns that U.S. strategy focuses too narrowly on preventing a Taiwan amphibious invasion while neglecting China’s political warfare strategy. Mick emphasizes that Xi Jinping views Taiwan as a political problem, not primarily a military one, and may seek a grand bargain with President Trump.​

Technology and National Security: The conversation addresses the controversial decision to allow Nvidia to sell advanced H200 chips to China, which both view as a significant national security mistake that undermines the technology competition goals in the NSS.

Congressional Pushback: The recently released National Defense Authorization Act (NDAA) includes provisions constraining troop withdrawals from South Korea and other guardrails, reflecting bipartisan congressional frustration with lack of Pentagon consultation.​

Episode 118 provides indispensable analysis for understanding how U.S. Indo-Pacific strategy is developing under Trump 2.0, and why allies and adversaries alike are recalculating their positions in the world’s most dynamic and consequential region.

👉 Follow Zack at AEI or on X, @ZackCooper

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In Ep. 117, Washington Post Southeast Asia Bureau Chief Rebecca Tan joins co-hosts Ray Powell and Jim Carouso to discuss her investigative reporting on the massive surge of methamphetamines flooding the Asia-Pacific. While the U.S. remains focused on the fentanyl crisis, Tan explains how the same network of Chinese chemical manufacturers is simultaneously fueling a "meth tsunami" that is overwhelming law enforcement from Thailand to Australia.

The Global Syndicate

Rebecca details how Chinese chemical companies—often the very same entities supplying Mexican cartels with fentanyl precursors—are shipping vast quantities of drug ingredients into Southeast Asia. Unlike the U.S. opioid crisis, the Asian market is being inundated with methamphetamine produced in Myanmar’s lawless borderlands. Tan explains that this is not a parallel problem but a singular, global supply chain rooted in China’s massive chemical industry.

The New Golden Triangle

The conversation explores how drug production has shifted from mainland China to the "Wild West" of Myanmar’s Shan State. Following crackdowns by Beijing, criminal syndicates relocated to border areas controlled by ethnic militias like the United Wa State Army. Tan describes the surreal atmosphere of border towns like Tachilek, where casinos, scam compounds, and drug trafficking operations thrive under a distinct set of rules, shielded by the chaos of Myanmar's civil war.

Geopolitics of Precursors

A key takeaway is the geopolitical leverage Beijing holds over this trade. Tan notes that while China has the capacity to clamp down on these exports—as it does with critical minerals—it treats counternarcotics cooperation as a political bargaining chip. The hosts and Tan discuss the frustration of regional powers like Thailand and Australia, who lack the geopolitical weight of the U.S. to demand action from China, leaving them vulnerable to a flood of cheap, potent narcotics.

👉 Follow Rebecca Tan’s reporting at The Washington Post and on X, @rebtanhs

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In Ep. 116, Senator Todd Young of Indiana sits down with co-hosts Ray Powell and Jim Carouso to discuss why what happens in the South China Sea, around Taiwan, and across the first island chain directly shapes America’s prosperity and national security. Senator Young, a former Marine Corps intelligence officer and one of the Senate’s leading voices on Indo-Pacific security, explains that he's championing the Ships for America Act and the HARPOON Act because he believes the U.S. cannot afford to turn inward in an era of intensifying competition with China.​

Drawing on his experience from a recent visit to the Philippines, Senator Young describes a population that feels “under siege” as China’s coast guard and maritime militia harass commercial and fishing vessels, challenge Manila’s sovereign rights, and test U.S. treaty commitments in one of the world’s most dangerous sea lanes. He explains how the northern Philippines, Taiwan, Japan, and the broader first island chain form a critical maritime corridor for global trade - and how Beijing’s push to control these waters could give it leverage over shipping, energy flows, and supply chains that Americans rely on every day.​

Young walks through two signature legislative initiatives: the HARPOON Act, which equips the U.S. and its partners to push back against China’s illegal, unreported and unregulated fishing and broader resource predation, and the Ships for America Act, which aims to revive U.S. commercial shipbuilding capacity from just a handful of ocean-going vessels per year to a resilient fleet able to support both peacetime commerce and wartime logistics. He highlights how allies such as South Korea and Japan can bring capital, technology, and best practices to U.S. shipyards while expanded training pipelines build the welders, skilled trades, and merchant mariners needed to crew and maintain a larger fleet.​

The conversation also explores why the U.S. Coast Guard may be one of Washington’s most powerful but underutilized tools in countering China’s “gray-zone” activities, from illegal fishing to coercive law-enforcement-style operations far from China’s own shores. By combining Coast Guard authorities with new legislation and deeper capacity-building for regional partners, Young argues the U.S. can deter escalation, protect vital ocean resources, and help Indo-Pacific nations enforce their own laws in their own waters.​

👉 Follow Sen. Young on his website or on X, @SenToddYoung

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In this episode, hosts Ray Powell and Jim Carouso welcome Peter Mattis, President of the Jamestown Foundation and former CIA analyst, to dissect the Chinese Communist Party’s (CCP) "political warfare" against Taiwan. Mattis argues this is not merely diplomatic maneuvering, but "United Front work playing out on a global scale" - a comprehensive campaign to reshape the international order by recreating China’s domestic political controls abroad.​

War by Other Means

Mattis grounds the political warfare concept in George Kennan’s Cold War definition: the logical application of Clausewitz's doctrine in peacetime. For Beijing, unification is a political objective requiring total control over Taiwan’s social, economic, and political life - goals that military force alone cannot secure. The CCP seeks to "pull in" global interests, ensuring they are mediated through Beijing rather than through alliances or international law.​

The View from Taiwan

For the Taiwanese, this warfare is felt on a spectrum. It ranges from the overt "gray zone" harassment of military aircraft and sand dredgers to the psychological grinding of CCP-aligned media narratives. These narratives are designed to paint the U.S. as unreliable and unification as inevitable. Mattis specifically highlights the corrosive effect of espionage, noting that every spy scandal erodes the critical trust necessary for Taiwan’s own bureaucracy and its security partners.​

United Front: A Global Dragnet

A key mechanism discussed is the "Council for the Promotion of the Peaceful Reunification of China," which operates chapters globally, including in the U.S. and the Philippines. Mattis explains how these groups mobilize diaspora communities, often hijacking the voices of pragmatic businesspeople, to influence local politicians. He cites the recent indictment of former New York state official Linda Sun as a prime example of how these influence operations effectively bury engagement with Taiwan inside democratic institutions without leaving a public trace.​

The Japan Example & Global Signaling

When Japan’s Prime Minister recently called a Taiwan contingency an "existential threat," China responded with fierce rhetoric and economic coercion. Mattis explains this reaction was double-edged: it aimed to punish Tokyo, but also served as a signal to the "Malaysias and Indonesias" of the region. The message is clear: if Beijing can inflict pain on a major power like Japan, smaller nations should fear the consequences of stepping out of line.​

The Democratic Deficit

Why do democracies struggle to push back? Mattis argues our institutions are too siloed: the military ignores non-kinetic threats, diplomats fear rocking the boat, and law enforcement is jurisdiction-bound. China exploits these seams to operate without consequence. Mattis suggests democracies must stop looking for "symmetric" responses - which often don't exist - and instead pursue asymmetric, disproportionate measures to re-establish deterrence and uncertainty for Beijing.​

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In this special live pod, Ray and Jim were joined by two distinguished guests: Former Japanese Ambassador to Australia Shingo Yamagami and Bonnie Glaser, Director of the Indo-Pacific Program at the German Marshall Fund of the U.S. Together, they unpack China's escalating diplomatic offensive against Japan following PM Sanae Takaichi's recent statements about Taiwan.​

What Sparked the Crisis

Ep. 114 centers on Takaichi's remarks in the Japanese Diet, where she responded to a hypothetical question about a Taiwan blockade scenario. She stated that if China imposed a blockade around Taiwan and the U.S. intervened, Japan could classify the situation as an "existence-threatening situation" under its national security legislation-potentially allowing deployment of Japan's Self-Defense Forces. Shingo emphasized this was not a policy change but a restatement of Japan's longstanding legal framework established a decade ago. Nevertheless, Beijing has reacted fiercely, labeling her comments an "unacceptable intervention" in China's domestic affairs.​

China's Strategic Calculus

Bonnie explained that China's strong reaction stems from multiple factors: Xi Jinping's perceived loss of face after meeting Takaichi at the APEC summit, the 80th anniversary of WW2 amplifying anti-Japanese narratives, and concerns about Japan's military buildup in its Southwest Islands. China's broader message, she notes, is "kill the chicken to scare the monkey"-punishing Japan to deter other nations from challenging Beijing's red lines on Taiwan. China is also testing whether the United States will stand firmly behind its allies, seeking to drive wedges in the U.S.-Japan and other alliances.​

The Stakes for Japan and the Region

Shingo underscored Taiwan's vital strategic importance to Japan. If Taiwan falls under CCP control, the entire East China Sea would become contested territory, potentially forcing U.S. forces to retreat from Okinawa and fundamentally weakening Japan's defense posture. As former Prime Minister Abe famously stated: "A Taiwan contingency is a Japan contingency." Shingo also discussed the shocking details about a Chinese consul general's social media post threatening that Takaichi's "dirty neck will be chopped off"-unprecedented diplomatic intimidation that has only strengthened Japanese public support for the new prime minister, whose approval ratings have surged into the mid-70s.​

The One China Policy vs. One China Principle

The discussion clarifies a critical distinction often misunderstood: The U.S. "One China policy" and those of other Western nations are fundamentally different from China's "One China principle." Neither the U.S. nor Japan has ever agreed that Taiwan is part of China-they merely "acknowledged" or "understood and respected" Beijing's position. China is now aggressively pushing countries to abandon their individual policies and adopt its principle, which holds Taiwan as an "inalienable" part of China.​

Looking Ahead

Both guests anticipate a prolonged chill in China-Japan relations. However, Shingo noted that China's economic vulnerabilities limit its coercion options-Beijing needs Japanese investment for its struggling economy. If Takaichi maintains her popularity and secures a strong political mandate, China may eventually be forced to engage with her government, as it did with the long-serving Abe administration. Glaser warns that China sees opportunity in a perceived U.S. decline and will continue pressuring allied coalitions, making unity among democratic partners more essential than ever.​

👉 Follow Shingo on X, @YamagamiShingo

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In this episode, hosts Ray Powell and Jim Carouso welcome Dr. Alvin Camba, a sociologist who studies Southeast Asian political economies, China relations, and critical mineral supply chains. Camba, author of the New America article "The Jakarta Model is No Blueprint," critiques Indonesia's export ban on raw nickel and incentives for domestic refining, which have driven economic growth and positioned the country as a key EV battery supplier but have also resulted in severe human and environmental costs.​​

Growth at what cost? Camba explains the "Jakarta model” - policies forcing mining firms to sell domestically, spurring smelters and industrial parks but creating oligopsonies where refiners dictate low prices, triggering a "race to the bottom" in mining practices. This has led to widespread environmental damage like air pollution, acid leakage, water contamination, land grabs, and health issues, including rising asthma and cancer rates near facilities since 2019, while workers endure 10-12 hour shifts over six-day weeks.​

Impressive parks, hidden harms: Inside sites like those in Sulawesi, visitors see advanced infrastructure with airports, ports, hotels, and thousands of workers, often funding local clinics and schools, which sustains public support despite scandals. Yet, mining outside these parks produces tailings dumps and forest clearance, while smelters emit pollutants into the air and rivers; in Kalimantan, bauxite processing creates radioactive red mud waste.​

Global copycats and Western challenges: Countries like Namibia, Nigeria, Zimbabwe, and the Philippines eye the model for capital influx, often ignoring downsides amid weakened environmental oversight and political ties to Chinese joint ventures dominating smelters. Camba urges slower development with strong regulations, consultations, and transparency; for the West, building refining capacity requires market incentives to counter China's cheap, dirty dominance, with short-term reserves bridging gaps amid U.S.-China standoffs over rare earths and semiconductors.​

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In this episode, host Ray Powell sits down with Dr. Lailufar Yasmin, a renowned political scientist at the University of Dhaka, to unpack Bangladesh's dramatic recent political crisis and explore why what happens in this densely populated South Asian nation matters to the broader Indo-Pacific regional stability.

Recorded just one day after Bangladesh's International Crimes Tribunal sentenced former Prime Minister Sheikh Hasina to death in absentia for crimes against humanity--this conversation provides crucial context for understanding a nation in transition. Powell and Dr. Yasmin discuss the uprising that toppled Hasina's government, the interim administration led by Nobel laureate Muhammad Yunus, and the geopolitical implications for great power competition in South Asia.

Dr. Yasmin explains how the July 2024 student protests escalated into a nationwide uprising after Hasina's government responded with lethal force, killing over 1,400 protesters. The movement, known as the "July Uprising," ultimately forced Hasina to flee to India on August 5, 2024, ending her 15-year authoritarian rule. The conversation explores how Hasina transformed from a democracy icon into an increasingly autocratic leader who rigged elections, suppressed opposition, and dismantled democratic institutions.

The episode delves into the "July Charter," a reform blueprint calling for constitutional changes including a bicameral parliament, proportional representation, prime ministerial term limits, and restoration of the caretaker government system. Dr. Yasmin discusses the upcoming February 2026 referendum and elections, explaining the challenges of ensuring credible democratic transition amid deep political divisions, the banning of the Awami League political party, and security concerns.

The conversation reveals how India's strong historical support for Hasina and the Awami League—rooted in India's assistance during Bangladesh's 1971 War of Independence—has created tension following her ouster. Dr. Yasmin describes India's initial disinformation campaigns falsely blaming Pakistani intelligence for the uprising, and how the interim government's engagement with China has also caused concern in New Delhi. She argues that Bangladesh must pursue an independent foreign policy that serves its national interests rather than simply accommodating regional powers.

The discussion also provides essential historical context, tracing Bangladesh's origins from the 1971 Liberation War when East Pakistan (now Bangladesh) fought for independence from West Pakistan, resulting in genocide that killed an estimated three million people. Dr. Yasmin explains how this history continues to shape contemporary politics, including emotional debates over justice and national identity.

Dr. Yasmin also addresses the selection of Muhammad Yunus as interim leader, describing how the Nobel Peace Prize winner's global credibility and pioneering work in microcredit made him an acceptable figure to unite a divided nation. She discusses both the promise and challenges of his leadership, including concerns about whether the interim government can remain truly neutral given that many of its coordinators are former student protesters.

Dr. Yasmin challenges Western misconceptions about Bangladesh, emphasizing the nation's resilience, innovation in climate adaptation, economic progress, and warm hospitality.

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In this insightful podcast episode, senior U.S. defense analyst Andrew Jensen joins hosts Ray Powell and Jim Carouso to break down cognitive warfare—the Chinese Communist Party's (CCP) key tactic for shaping perceptions, decisions, and narratives to achieve strategic goals without traditional military conflict. Leveraging his deep knowledge of Sino-Russian relations and information operations, Jensen explores how cognitive warfare targets human thought processes before, during, and after battles. Discover why the CCP invests heavily in these methods, drawing from its revolutionary history, and how they play out in the Indo-Pacific region, including the South China Sea, Taiwan, and beyond.

Jensen defines cognitive warfare as the strategic manipulation of how individuals, adversaries, and societies think and perceive reality. Unlike the cyber domain's focus on "down code" (technical infrastructure), cognitive warfare operates on the "up-code" of human cognition to preempt and control battlefields. The CCP deploys this through its "Three Warfares" doctrine: public opinion warfare (crafting narratives), psychological warfare (influencing morale and self-perception), and legal warfare (exploiting international rules for advantage). These tactics blur together, with roots in early CCP strategies to dominate discourse and erode opposition.

In South China Sea disputes, narrative warfare pushes CCP sovereignty claims like the nine-dash line to overshadow competing views, while psychological warfare boosts national pride through initiatives like tourist cruises to disputed islands. Legal warfare selectively ignores rulings, such as the 2016 arbitral decision, and enforces unilateral zones to confuse global norms and intimidate neighbors like the Philippines and Vietnam. Examples include one-sided environmental declarations in contested waters, which validate claims for Chinese audiences and heighten regional tensions.

Beijing masterfully targets societal fissures in open societies, amplifying issues like U.S. military bases in Okinawa or political divides in the Philippines and Taiwan via social media bots and fake accounts to create doubt without direct attribution. In Taiwan, after the overt backing of the pro-unification Kuomintang backfired and strengthened the independence-focused Democratic Progressive Party, the CCP pivoted to covert co-optation of figures like retired officers. In Southeast Asia, these efforts aim to erode U.S. and Quad influence, positioning China as the region's natural leader while aligning with domestic nationalist narratives.

Jensen recommends countering by injecting diverse perspectives into China through private media, culture, and soft power—outshining overt tools like Voice of America. For the U.S. and allies, building information resilience, avoiding adversarial mirror imaging, and cultivating critical thinking are essential to dismantle CCP narrative dominance.

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