In Episode 122, hosts Ray Powell and Jim Carouso welcome Dr. Robert Burrell, retired US Marine Corps officer and irregular warfare specialist, and Colonel (Ret.) Michael Burgoyne, University of Arizona professor and former Army attaché in Mexico, to analyze the unprecedented US military operation in Venezuela that captured President Nicolás Maduro in January 2026. The experts explore the operation’s implications for the Indo-Pacific, US foreign policy, and the international rules-based order.

The Venezuela Operation: A New Precedent

Burrell and Burgoyne dissect the extraordinary special operations mission that extracted Maduro in just two and a half hours. The guests explain how three decades of authoritarian rule under Hugo Chávez and Maduro created a nexus between China, Russia, Iran, and Hezbollah in America’s hemisphere. The 2024 election, won by opposition candidate Edmundo González, was rigged by Maduro, prompting the Trump administration’s decisive action led by Secretary of State Marco Rubio.

Legal and Strategic Implications

The discussion examines the operation’s framing as a law enforcement action under foreign terrorist organization designations - a controversial use of Article 2 presidential powers without Congressional authorization. Burgoyne warns this unilateral approach abandons post-WWII hemispheric cooperation frameworks like the Organization of American States Charter and the “Good Neighbor Policy,” returning instead to early 20th-century interventionism reminiscent of Theodore Roosevelt’s corollary to the Monroe Doctrine.

Indo-Pacific Connections

The experts draw critical parallels for Indo-Pacific allies who depend on international law and the rules-based order. Countries like Japan, the Philippines, and Australia may question US commitment to multilateral norms, while adversaries like China could exploit the precedent to justify their own unilateral actions. Brazil and other regional powers are already diversifying partnerships with China and BRICS nations, concerned about unpredictable US interventionism and trade policy.

What Comes Next?

With Maduro’s vice president maintaining control in Caracas and the regime apparatus intact, the guests outline scenarios ranging from peaceful opposition transition to Libya-style state collapse. They emphasize Venezuela’s complexity: three decades of corruption, transnational criminal organizations, and a population unfamiliar with democracy. Best-case scenarios require international cooperation and long-term US commitment - both uncertain given the operation’s unilateral nature.

The episode concludes with sobering assessments about narrative control, regional stability, and whether this operation serves as prologue to regime change efforts in Cuba and Nicaragua.

👉 Follow Rob Burrell on his web site, robertburrell.com, or at his Substack

👉 Follow Mike Burgoyne on LinkedIn

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In Episode 121, hosts Ray Powell and Jim Carouso welcome Craig Singleton, Senior Fellow at the Foundation for Defense of Democracies and former US diplomat, to examine Taiwan’s critical energy vulnerability and China’s gray zone coercion strategies. Singleton, co-author of FDD’s recent report “Maritime Protection of Taiwan’s Energy Vulnerability,” reveals how Taiwan’s mere 10-day supply of liquefied natural gas (LNG) creates an Achilles heel Beijing could exploit without firing a shot - and why semiconductor supply chains, global economies, and US deterrence strategy all hang in the balance.

Taiwan’s Energy Crisis: 10 Days to Disaster

Taiwan imports 90% of its energy, with over half arriving by sea as LNG from suppliers who may be susceptible to PRC coercion. Through extensive war gaming featuring participants from Taiwan’s National Security Council, Japan, Australia and former Trump administration officials including Matt Pottinger, Singleton’s team discovered Taiwan would face “Sophie’s Choice” dilemmas within two weeks of a Chinese quarantine. The scenario revealed that energy companies would be pressured to comply with new and onerous requirements, while diplomatic pressure to reduce just one LNG shipment per week could trigger cascading blackouts and force Taiwan to choose between powering hospitals or semiconductor fabrication plants.​

Quarantine vs. Blockade: The Gray Zone Advantage

Singleton explains the critical distinction between blockades - which carry international legal consequences and can activate UN responses - and quarantines, which exist in “squishy” legal territory that China deliberately exploits. During war gaming, Singleton playing Xi Jinping accomplished every objective without triggering US red lines by characterizing aggressive actions as “safety inspections” and “counter-piracy operations,” language already familiar from South China Sea operations. This asymmetric approach keeps American responses in “off” mode while systematically degrading Taiwan’s resilience through political warfare and disinformation campaigns.​

Semiconductor Leverage and Allied Response

When Taiwan’s war game participants announced they would cut power to TSMC to force international intervention, it represented a mic-drop moment - Taiwan exercising agency by threatening global semiconductor supply chains. The scenario exposed uncomfortable truths about allied commitment, with Japan able to weather the crisis due to substantial LNG reserves, while Australia’s involvement remained uncertain despite AUKUS commitments. Singleton argues classic deterrence models map poorly onto gray zone operations, and reestablishing deterrence after allowing coercion to proceed requires “outsized” responses that current political will may not support.​

Solutions: From LNG Diversification to Nuclear Reactors

Singleton advocates for increased US LNG exports to Taiwan, enhanced energy storage through hardened mountain facilities and floating terminals, and reconsideration of small modular reactors (SMRs) at key government and military sites - potentially creating a deterrent effect against Chinese targeting due to nuclear fallout risks. The 2025 National Defense Authorization Act’s increase from $300 million to $1 billion in foreign military financing for Taiwan represents progress, but energy resilience remains the critical vulnerability China will exploit.

👉 Follow Craig Singleton at the FDD or on X at @CraigMSingleton

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In this special year-end edition, hosts Ray Powell and Jim Carouso reflect on a transformative 2025 in the Indo-Pacific, examining the dramatic shift from conventional diplomacy to hard power politics under the Trump 2.0 administration. The episode provides a comprehensive review of the podcast’s most impactful conversations, from national government leaders to topical experts, while analyzing the year’s major geopolitical developments.

Trump 2.0 and the Hard Power Pivot

Jim and Ray discuss how the year began with U.S. Ambassador to Japan Rahm Emanuel’s appearance, marking the podcast’s first sitting ambassador interview. Following President Trump’s January inauguration, 2025 witnessed a fundamental reorientation of American Indo-Pacific policy away from soft power initiatives toward military deterrence and economic leverage through tariffs. They discuss how this approach disrupted established norms and international agreements, with potential Supreme Court challenges to executive power looming in 2026.

China’s Gray Zone and Political Warfare Campaigns

Gray zone and political warfare emerged as a dominant theme, with a topical episode featuring the RAND Corporation’s Todd Helmus becoming the year’s most downloaded audio content. The hosts recall what they learned about China’s comprehensive political warfare strategy, which treats peacetime as a mere continuation of conflict through non-military means. Notable coverage included the extraordinary incident where two Chinese Coast Guard vessels collided near Scarborough Shoal, producing the year’s top video episode as Beijing’s propagandists struggled for four days to craft a narrative blaming the Philippines for a setback they couldn’t admit to.

Regional Flashpoints and Conflicts

The podcast provided critical context for unexpected conflicts, including the India-Pakistan and Thailand-Cambodia border wars. These complex, multi-generational disputes were unpacked by regional experts like Indian strategic analyst Nitin Gokhale and former Cambodian Ambassador Pou Sothirak.

The Trump-Modi Relationship Unravels

What began as a seemingly stable partnership deteriorated rapidly in 2025, with Washington Post columnist Josh Rogin providing blunt analysis of an unexpectedly cooling U.S.-India relationship. The Trump administration’s surprising pivot toward Pakistan represented a stunning reversal from Trump 1.0 policies, raising questions about Quad’s future effectiveness and regional security cooperation.

Transnational Crime and Human Trafficking

Investigative reporting by the Washington Post’s Sue-Lin Wong exposed the exponential expansion and brutal reality of scam compounds across Myanmar, Cambodia and the Philippines, where human trafficking victims are forced into “pig-butchering” and cryptocurrency fraud operations. We also featured Washington Post reporter Rebecca Tan discussing the methamphetamine crisis fueled by Chinese precursor chemicals flowing through lawless Myanmar territories into markets across Asia.

Historic Interviews and Podcast Milestones

2025 brought unprecedented access, including interviews with Philippine Defense Secretary Gilbert Teodoro and the podcast’s first head-of-state guest, Palau’s President Surangel Whipps Jr. Documentary filmmaker Baby Ruth Villarama also came on to discuss Beijing’s failed attempt to suppress her West Philippine Sea documentary, while North Korean defector Timothy Cho shared his harrowing escape story.

​The hosts also recall the podcast’s experiments with live broadcasts covering Australia’s election results and China-Japan tensions.

2026 Outlook

Monthly listenership quadrupled in 2025, establishing the podcast as the leading Indo-Pacific affairs platform. As 2026 approaches, the hosts anticipate continued geopolitical turbulence, Supreme Court tariff decisions and evolving great power competition dynamics across the region.

In Ep. 119, hosts Ray Powell and Jim Carouso welcome Justin Bassi, Executive Director of the Australian Strategic Policy Institute (ASPI), to assess the health of the US-Australia alliance as it approaches its 75th anniversary in 2026. Bassi, a former National Security Advisor to the Australian Prime Minister, argues that while the institutional foundation of the alliance remains robust, we are living in the “most dangerous times since the end of World War II” - a reality that demands confidence, courage, and a doubling down on partnerships to counter the rising influence of China and Russia.

Bassi frames the current geopolitical landscape as more precarious than the Cold War, driven by adversaries who believe the US-led order is in decline. He emphasizes that the alliance is not just a legacy of the past but a critical necessity for the future. For Australia, the “fear of abandonment” - a historical anxiety about great power withdrawal - remains a potent strategic driver. The response, Bassi argues, must be to demonstrate that the US and its allies can still compete, even dominate, and provide stability in the region.

The hosts and Bassi discuss the recently concluded Australia-US Ministerial Consultations (AUSMIN). While the fact that the meeting occurred during a chaotic year - marked by US political transitions and Australian elections - is a success in itself, Bassi notes a potential “missed opportunity.” For the first time in recent memory, the meeting concluded without a joint press conference or a formal joint statement, replaced only by a fact sheet. Bassi explores whether this break in precedent signals mere logistical hurdles or deeper misalignments on specific policy nuances, particularly regarding China.

Despite questions around messaging, the alliance is delivering substance. Bassi champions the value of increased US force posture initiatives in Australia, arguing that a larger American footprint is a net positive for regional stability. The trio also discuss the “implementation phase” of AUKUS, noting that the partnership has achieved bipartisanship across the US, UK, and Australia despite leadership changes in all three nations. Bassi describes AUKUS not as a short-term deal but as a “generational, hopefully forever” commitment that transcends individual administrations.

Reflecting on the return of Donald Trump to the US presidency, the group compares the current dynamic to the friction of the Trump 1.0 era, during which they all served in government roles together in Australia. Bassi contends that the alliance is institutionally “stronger than any government of the day.” He points to the smooth landing of recent AUKUS and critical minerals agreements as evidence that the ecosystem of defense and intelligence cooperation continues to thrive, regardless of leader-to-leader personalities.

👉 In addition to his current role as Executive Director of ASPI, Justin Bassi previously served as the National Security Advisor to Prime Minister Malcolm Turnbull and as Chief of Staff to Foreign Minister Marise Payne. Follow him on LinkedIn or on X at @BassiJustin

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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

👉 Follow Mick at Futura Doctrina or on X, @WarInTheFuture

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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

👉 Follow us on X, @IndoPacPodcast, on LinkedIn or on Facebook.

👉 Follow Ray Powell on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight

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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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👉 Follow Ray on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight

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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.​

👉 Follow Peter Mattis on X, @PLMattis

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