Formerly known as Intelligence Matters, the NatSec Matters podcast features former senior national security officials Michael Allen, Jeremy Bash, and Andrew Shapiro as they interview top leaders in national security, including intelligence officers, military leaders, and policymakers, on the most critical security challenges of our time. Their interviews offer insights into the world's most pressing problems and assess the effectiveness of U.S. policy responses. They also explore the biographies and careers of individuals who have devoted their lives to protecting our nation, offering listeners a rare glimpse into the inner workings of national security decision-making. If you are interested in becoming a sponsor, please email our team at bgs@bgsdc.com.
Michael is joined by Rear Admiral (Ret.) Mark Montgomery, Senior Director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies (FDD), who just concluded his seventh trip to Ukraine since the full-scale invasion. Mark delivers an operational update on his work training Ukrainian brigade commanders and assesses the strategic political reshuffle in Kyiv. He compares President Volodymyr Zelensky to a wartime Winston Churchill—brilliant yet fallible—and evaluates the new military leadership under Gen. Mykhailo Drapatyi. Finally, Mark draws on his naval expertise to argue why the U.S. Navy must commit to physical escort operations through the Strait of Hormuz to permanently break Iran's economic grip.
Michael is joined by Bojan Pancevski , Chief European Political Correspondent for The Wall Street Journal , to discuss his new book, The Nord Stream Conspiracy: The Inside Story of the Explosions That Shook the World . Drawing on direct conversations with German law enforcement and the Ukrainian saboteurs, Pancevski reveals how a six-person team used a rented yacht and a $250,000 budget to destroy Europe's primary Russian energy pipeline . Pancevski discusses the fallout of the operation , as well as the broader evolution of Ukrainian hybrid warfare, long-range drone strikes on Russian infrastructure, and the trajectory of the war .
Michael is joined by Dr. Alina Polyakova, President and CEO of the Center for European Policy Analysis, and Peter Rough, Director of the Center on Europe and Eurasia at the Hudson Institute, to discuss how the recent NATO Summit in Ankara landed. The two explore the hidden friction points undercutting transatlantic unity, from software interoperability gaps to trade and digital policy disputes. They also focus on how Ukraine's decentralized, software-driven "operating system" has transformed Russia's immense geographic mass into highly exposed vulnerabilities, and how the sudden passing of Russia hawk Sen. Lindsey Graham is set to reshape Capitol Hill's approach to the war.
Michael speaks with Anthony Vinci, former career intelligence officer and the first Chief Technology Officer of the National Geospatial-Intelligence Agency. They discuss Anthony's new book, "The Fourth Intelligence Revolution: The Future of Espionage and the Battle to Save America", which explores how artificial intelligence and intensive competition with China have transformed modern spycraft. Anthony explains his forecast where "machines are going to spy on machines," rendering legacy counterterrorism and Cold War operations obsolete. He warns that adversarial surveillance strategy now directly targets the digital lives of everyday Americans, demanding an urgent re-assessment of how Washington approaches economic espionage to protect national sovereignty.
Special guest host Klon Kitchen, Managing Director for the Global Technology Policy Practice at Beacon Global Strategies, is joined by Dr. Divyansh Kaushik, machine learning expert and BGS Vice President, to analyze the trajectory of frontier artificial intelligence. They explore the rapid shift to reasoning models like Anthropic's Mythos, which autonomously solve complex software problems and uncover deep cybersecurity risks. They also discuss "recursive self-improvement"—the threshold where AI begins autonomously coding and training its own next-generation pipelines—as well as the strategic risks posed by Chinese open-source models and the national security challenge of the world's most advanced scientific labs being privately owned.
Andrew Shapiro is joined by Ambassador Jeffrey Feltman, whose distinguished diplomatic career includes serving as U.N. Under-Secretary-General for Political Affairs and Assistant Secretary of State for Near Eastern Affairs. Amb. Feltman, now a visiting fellow at the Brookings Institution, discusses the fragile state of the U.S.–Iran ceasefire and progress toward talks for a long-term diplomatic agreement. He assesses Iran's core objectives, the strategic sidelining of Israel, and how Tehran's survival alters the calculus for Russia and China in global geopolitics. Amb. Feltman also maps out a "new normal" for the region defined by cliffhanging diplomatic extensions and localized proxy skirmishes rather than a definitive peace.
Michael is joined by David Shedd, former Acting Director of the Defense Intelligence Agency and a veteran intelligence officer, for a comprehensive look at the shifting geopolitical dynamics across Latin America. David discusses the structural collapse of Cuba and the outlook for U.S. intervention, the delicate execution of the administration's plan for Venezuela, and the profound strategic challenges posed by Chinese investments in the U.S. backyard. He also explores the sharp friction points surfacing within the U.S.–Mexico relationship and the reality of behind-the-scenes intelligence sharing.
Michael is joined by Dr. Nadia Schadlow, Senior Fellow at the Hudson Institute and former Deputy National Security Advisor for Strategy, to discuss the architecture of U.S. global power amid fast-moving crises in the Mideast, China, and Ukraine. Dr. Schadlow provides a compelling assessment of how the administration is utilizing a disruptive, iconoclastic approach to confront years of slow, multilateral processing and force rapid diplomatic end states.
Michael is joined by Richard Nephew, Senior Research Scholar at Columbia University and former Director for Iran at the National Security Council, to examine the fragile state of the U.S.–Iran ceasefire and the looming terms of a potential memorandum of understanding (MOU). Richard shares his concerns about the current trajectory of negotiations, warning that Washington is at risk of overpaying with massive sanctions relief without securing a durable, verifiable nuclear agreement. Richard also helps unravel the strategic and economic fallout of the crisis, examining the potential long-term impact of costly oil and how the conflict has shifted Iran's strategic calculus toward a more aggressive, risk-tolerant posture.
Michael is joined by Dr. Rebeccah L. Heinrichs, Senior Fellow and Director of the Keystone Defense Initiative at the Hudson Institute, and Rich Goldberg, Senior Advisor at the Foundation for Defense of Democracies, to pull back the curtain on the still-unreleased U.S.-Iran memorandum of understanding to end the war. They explore the hidden risks of a premature diplomatic off-ramp, with Dr. Heinrichs and Mr. Goldberg analyzing why a partial deal could squander the historic geopolitical momentum built up over weeks of military pressure. Finally, they map out a definitive theory of victory, evaluating the operational steps the U.S. could take to forcibly dismantle Tehran's nuclear program.
Michael Allen is joined by Admiral (Ret.) Robert "Bob" Harward, former Deputy Commander of CENTCOM and a retired Navy SEAL, for an intensely candid look at what he believes the ultimate end state of the Iran conflict should look like. Drawing on his distinguished military career and the unique perspective of having lived in Tehran during his youth, Admiral Harward rejects the cautious consensus of Washington skeptics. Instead, he doubles down on the strategic necessity of driving toward total regime change, arguing that the U.S. holds a historic opportunity to decisively alter the global order.
Michael is joined by Dr. Alan Mendoza, Chief Advisor for Global Affairs for the U.K.'s Reform Party, to explain the political firestorm engulfing Prime Minister Keir Starmer and his Labour Party. Dr. Mendoza provides an insider's look at the mounting pressure on Starmer and the momentum behind the Reform Party and firebrand Nigel Farage following recent local election results. He explores the last decade of tectonic shifts in British politics—from the decline of the Conservative Party to the potential for a radical hybrid coalition that could reshape the country's leadership. Dr. Mendoza also analyzes the "Special Relationship" between the U.S. and U.K. through the lens of the Iran war, discussing the growing consternation in Europe and the strategic role Britain must play as Washington navigates a volatile Middle East.
Michael is joined by Craig Singleton, Senior Director of the China Program at the Foundation for Defense of Democracies, to preview the long-delayed summit between President Trump and Chinese leader Xi Jinping this week. With the war in Iran looming over the meeting, Craig discusses whether Beijing will leverage its influence over Tehran as a bargaining chip or continue to provide the regime with a critical economic lifeline. He also focuses on the unbalanced dependencies that define the U.S.-China relationship—from the weaponization of trade to the national security risks posed by Chinese dominance in the battery and electric vehicle markets. Craig also explains what China's plans could be for Taiwan, and why the U.S. can't build its next industrial economy on supply chains controlled by Beijing.
Michael is joined by Eddie Fishman, Director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations and a former State Department sanctions expert, to discuss the Trump administration's shift toward a "last-ditch" diplomatic and geoeconomic effort to resolve the Iran conflict. Eddie evaluates the effectiveness of the US Navy's new "guiding" mission in the Strait of Hormuz and whether a peaceful reopening of the waterway is actually scalable. Eddie also discusses the financial lifelines to Iran from continued trade through the Strait and the alternative oil exports the country is attempting, along with the ongoing impact on Europe and Asia.
Michael welcomes Richard Fontaine, CEO of the Center for a New American Security, to evaluate the sustainability of the US economic blockade in the Strait of Hormuz and the realistic prospects for a nuclear breakthrough with Iran. Richard provides a reality check on the administration's declarations of victory, explaining why a meaningful nuclear agreement remains weeks, if not months, away. He explores the likelihood of a blockade-for-blockade swap and the potential for a narrow, three-to-four page framework to replace the sprawling agreements of the past. Finally, Richard assesses how Beijing could be evaluating US positioning and maritime pressure in the region.
Michael is joined by Gen. (Ret.) Joseph Votel, former CENTCOM Commander, to examine the high-pressure maneuvering between Washington and Tehran amid the recently extended Mideast ceasefire. Gen. Votel warns of a looming "escalation trap" as the US and Iran navigate a delicate truce. He also provides a candid assessment of a potential second round of negotiations in Islamabad and explains why the US must now work harder than ever on the diplomatic and strategic communications fronts to avoid a return to full-scale hostilities.
Former NSC Director for Iran Richard Nephew returns to NatSec Matters to discuss the tactical and economic shifts in the Mideast conflict. Richard, a senior research scholar at Columbia University's Center on Global Energy Policy, gives Michael a candid assessment of the military campaign so far, highlighting the sophistication of allied coordination while questioning whether U.S. tactics are translating into long-term strategic success. Richard also discusses the outlook for the current ceasefire and evaluates what concessions Washington might allow Tehran in order to cut a deal.
Michael is joined by Roger Zakheim, Washington Director of the Ronald Reagan Presidential Foundation, and Rich Goldberg, Senior Advisor at the Foundation for Defense of Democracies, to discuss the high-stakes blockade of Iranian ports by the US Navy. Following a busy weekend in Islamabad that failed to yield a long-term resolution to the Mideast conflict, the trio gathered Monday to analyze the shift from kinetic strikes to a total maritime strangulation of the Iranian economy and what it means for the regime's survival. Roger and Rich also discuss the realistic prospects for a future diplomatic agreement and the outlook for impacts on the global energy trade.
Michael sits down with Admiral (Ret.) Chris Grady, former Vice Chairman of the Joint Chiefs of Staff, to break down the tactical evolution of the Iran conflict following President Trump's recent address to the nation. Admiral Grady provides an insider's perspective on the new deadline the President has announced for Iran to reopen the Strait of Hormuz or face devastating new strikes. He also explains the strategic calculus behind targeting Iran's energy infrastructure and deeply buried "missile cities." The conversation, recorded on April 3, 2026, explores the sophisticated "ecosystem" of Iranian defiance—from the mixing of missile propellant to the naval mechanics required to "cut the tail off the scorpion" and neutralize threats across the region's islands. Finally, Admiral Grady reflects on his time at the Bush National Security Council to explain how the U.S. is utilizing specialized assets like bunker busters to ensure the Iranian regime cannot threaten global security for a generation.
In this special episode, Michael discusses President Trump's primetime address to the nation on the Iran war with Matt Kroenig, Vice President for Geostrategy at the Atlantic Council. Matt offers his reaction to the President's forward-looking timeline and the administration's strategic claim that the conflict's final objectives are now within sight. He also assesses the likelihood of a ground invasion and how Iran might utilize "denial" attacks to fight back. Finally, Matt weighs in on shifting global alliances, including the impact of Elon Musk's decision to sever Russia's access to Starlink.
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Observed July 31, 2026.
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