Épisodes

  • The Energy Pivot: Did India Just Agree to Kill the Russian Oil Trade?

    The Energy Pivot: Did India Just Agree to Kill the Russian Oil Trade?
    Feb 4 2026
    The "Mover and the Shaker" have reset the global board. On Monday, February 2, the U.S. and India effectively ended their trade war, slashing duties on "Made in India" goods to 18%. But the headline masks a massive geopolitical trade-off: Trump claims India has finally agreed to dump Russian crude.

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    11 min
  • Su-57 vs. J-20: New Delhi’s High-Stakes Move to Close the Himalayan Gap

    Su-57 vs. J-20: New Delhi’s High-Stakes Move to Close the Himalayan Gap
    Feb 3 2026
    The "Great Stealth Debate" has shifted. This week, we analyze the advanced technical talks between New Delhi and Moscow for the joint production of a customized Su-57E. While critics say the Russian jet lacks true stealth, the Indian Air Force has a plan to fix its "blind spots" with indigenous innovation.

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    7 min
  • The 18% Breakthrough: Inside the Trump-Modi "Deal of the Century" 🇮🇳🇺🇸

    The 18% Breakthrough: Inside the Trump-Modi "Deal of the Century" 🇮🇳🇺🇸
    Feb 3 2026
    The "Mover and the Shaker" are back at the table. On Monday, February 2, the U.S. and India announced a sweeping trade deal that ends months of "Maximum Pressure" and 50% punitive tariffs. But is this a gift of friendship, or a high-stakes pivot away from Moscow?

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    12 min
  • The Riyadh Protocol: Did KBS Just Give Trump the Green Signal? 🇸🇦🇺🇸

    The Riyadh Protocol: Did KBS Just Give Trump the Green Signal? 🇸🇦🇺🇸
    Jan 31 2026
    The diplomatic mask is slipping. While official statements from Riyadh emphasize sovereignty and peace, leaked reports of private briefings in Washington suggest a massive shift in the Kingdom's calculus.
    In this deep-dive:
    The "KBS" Briefings: We break down the Axios report on Saudi Defense Minister Prince Khalid bin Salman (KBS). In private meetings with the Trump administration this week, KBS reportedly warned that "inaction" would only strengthen the Iranian regime. Is this the definitive "green signal" for military strikes?
    The MBS Paradox: We analyze the contrast between public and private diplomacy. On Tuesday, Crown Prince Mohammed bin Salman told the Iranian President he wouldn't allow Saudi land to be used for strikes. Why is Riyadh playing both sides of the fence?
    The "Regime Change" Fever: We look at reports that President Trump is specifically weighing "targeted strikes" on security forces to empower protesters. Is the U.S. planning to "be the air force" for a second Iranian revolution?
    The Oil Chokepoint: With Brent Crude already hitting $70.71, we look at the threat of an Iranian "Total Blockade" of the Strait of Hormuz. If the U.S. strikes, will Tehran take the global economy down with it?
    The "Abraham Lincoln" Positioning: As the carrier strike group reaches the North Arabian Sea, we examine its "Aegis" capabilities. Is the fleet there to attack, or to protect Saudi oil fields from the inevitable Iranian drone retaliation?

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    9 min
  • The Bahawalpur Gambit: Asim Munir’s Secret Signal to the JeM HQ 🇵🇰🚩

    The Bahawalpur Gambit: Asim Munir’s Secret Signal to the JeM HQ 🇵🇰🚩
    Jan 31 2026
    Namaste. The dust from Operation Sindoor has barely settled, but Rawalpindi is already back at the scene. This week, Field Marshal Asim Munir landed in Bahawalpur, the historic epicenter of Jaish-e-Mohammed (JeM), sending a clear signal to both his "non-state assets" and New Delhi.
    In this deep-dive:
    The Symbolic Return: We analyze why Munir chose Bahawalpur for his first post-strike visit. After the 2025 Indian missile strikes tore through the JeM’s Markaz Subhan Allah headquarters, the militant network was in tatters. Is this visit an official "reassurance tour" for the terror rank-and-file?
    "Steadfast Resolve" or Steadfast Terror? We look at the military exercises conducted during the visit. While the Army showcased drones and electronic warfare, experts argue the real "exercise" was proving the Pakistan Army still protects its "strategic assets" in Southern Punjab.
    The "Sindoor" Fallout: We revisit the May 2025 strikes that reportedly killed top JeM commanders. We discuss the leaked reports that Munir previously ordered senior officers to attend the funerals of these terrorists—a move he is now reinforcing with his physical presence.
    The Multi-Domain Mask: Munir spoke about "technology replacing physical maneuvers." We decode this: Is Pakistan moving toward a "Cyber-Terror" model to bypass India’s superior conventional borders?
    India’s Counter-Watch: We examine the reaction from New Delhi. With Indian intelligence reportedly monitoring the visit in real-time, is another "surgical" response being calibrated?

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    12 min
  • The Paper Pyramid: How $3 Trillion Vanished in 90 Minutes 📉🏦

    The Paper Pyramid: How $3 Trillion Vanished in 90 Minutes 📉🏦
    Jan 31 2026
    Namaste. We just witnessed the most violent 24 hours in the history of the London and New York metal exchanges. While gold hit $5,600 and silver touched $121 on Thursday, the "Paper Market" revolted on Friday, sending prices into a freefall that many are calling blatant systemic manipulation.
    In this deep-dive:
    The 356-to-1 Trap: We break down the staggering leverage. For every 1 ounce of physical silver in a vault, there are now 356 paper claims on that same ounce. We look at why banks flooded the market with "synthetic supply" to prevent a total delivery default.
    Month-End "Window Dressing": We expose the banking strategy. With the January 31 "liquidity audits" looming, major U.S. banks reportedly used massive short derivatives to drive down prices, allowing them to balance their books without admitting they lack physical reserves.
    The China Factor: On January 1, 2026, China banned all silver exports. We analyze how this "Silver Iron Curtain" has left Western exchanges like the COMEX and LBMA in a terminal supply deficit, forcing them to rely on paper "hallucinations" to set the price.
    The Two-Tier Market: Why is silver "crashing" to $107 on your screen while physical coins are still selling for $130+? We explain the "Great Decoupling" and why the "Spot Price" has become a fictional number for the banking elite.
    The Kevin Warsh Catalyst: We look at the political trigger. Did Trump’s nomination of Kevin Warsh to the Fed provide the "hawkish" cover the banks needed to trigger the mass liquidation of leveraged long positions?
    Is this the final desperate act of a failing banking system, or did the "Silver Squeeze" just hit a permanent wall of paper? Let’s look at the vault data.

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    11 min
  • Shadow of the Armada: US-Iran Brinkmanship and Nuclear Deadlines Shadow of the Armada: US-Iran Brinkmanship and Nuclear Deadlines

    Shadow of the Armada: US-Iran Brinkmanship and Nuclear Deadlines Shadow of the Armada: US-Iran Brinkmanship and Nuclear Deadlines
    Jan 29 2026
    Recent news reports describe a **dangerous escalation in tensions** between the United States and Iran following a period of intense civil unrest. After a **violent crackdown** on domestic protesters resulted in thousands of deaths, President Donald Trump deployed a **massive naval armada** to the region and issued a two-month deadline for a new nuclear agreement. While Washington weighs options ranging from **surgical strikes on leadership** to a full naval blockade, Tehran has declared a state of **maximum military readiness**, threatening to strike Tel Aviv in retaliation. International mediators and regional allies have urged restraint, citing the risk that a **preemptive US strike** could trigger a catastrophic, multi-front war. Meanwhile, the Iranian government continues to struggle with **severe economic instability** and internal dissent, even as it moves its nuclear facilities deeper underground to avoid detection. This volatile standoff reflects a shift in American policy toward **active regime change** as the deadline for diplomatic negotiations rapidly approaches.

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    12 min
  • "Disappointing": Inside the Trump Administration’s Sharp Reaction to the FTA

    "Disappointing": Inside the Trump Administration’s Sharp Reaction to the FTA
    Jan 29 2026
    Namaste. We are officially in the "European Decade" for India. While the U.S. Treasury claims its tariffs are a success, the rest of the world has decided it’s tired of waiting for the storm to pass and has started building a new house.
    In this deep-dive:
    The "Indignity" from Washington: We break down the scathing response from Treasury Secretary Scott Bessent, who accused Europe of "financing the war against themselves" by signing a deal with India. We analyze why the Trump administration feels "undercut" by its closest allies.
    The Third Pole Strategy: This isn't just about chemicals and cars. We explore how the India-EU Strategic Partnership is creating a "Third Pole" in global trade—a reliable, rules-based alternative that doesn't force nations to choose between Washington's tariffs or Beijing's influence.
    The Turkey Trap: A technical but critical look at Trade Diversion. Because Turkey is in a customs union with the EU, this deal could flood their markets with Indian goods they aren't ready for. Is Ankara about to become the deal's first "accidental victim"?
    Regulatory Imperialism? We tackle the biggest hurdle remaining: CBAM (Carbon Border Adjustment Mechanism). Even with 0% tariffs, can Indian SMEs survive the EU's strict environmental "non-tariff barriers"?
    The Multipolar Map: With the EU-Mercosur deal also finalized this month, we ask: Is the United States becoming a "Geopolitical Island"?
    Brussels and New Delhi just proved that strategic autonomy isn't just a slogan—it’s a contract. Let’s look at the fallout.

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    15 min