The Global Gambit – Details, episodes & analysis

Summary

In this conversation, Pyotr Kurzin and Mitch Mechigian discuss the evolving landscape of geopolitics and finance, particularly focusing on the role of cryptocurrencies and stablecoins. They explore Trump's shift from skepticism to support for crypto, the normalization of digital currencies among nation-states, and the implications of geopolitical events on the crypto market. The discussion also highlights the rise of stablecoins as a significant player in the financial system and the potential for emerging markets to lead the next wave of crypto adoption.

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

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Summary

In this conversation, Pyotr Kurzin and Martin Wolfe discuss the evolving landscape of global economics, focusing on the return to regionalism, the implications of geopolitical uncertainties, and the role of currencies in the modern economy. They explore the impact of Trump's trade policies, the rejection of globalization, and the future of the US dollar amidst rising nationalism and protectionism.

Martin Wolf is chief economics commentator at the Financial Times, London. He was awarded the CBE (Commander of the British Empire) in 2000 “for services to financial journalism”.

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

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• YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/

• Patreon: https://www.patreon.com/theglobalgambit
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Summary

In this conversation, Pyotr Kurzin and Rohit Goel discuss the current state of the global economy, focusing on the impact of Donald Trump's presidency on economic policies, particularly regarding China and emerging markets. They explore the challenges facing China, the dynamics of U.S.-China relations, and the implications of de-dollarization. The discussion also touches on the potential for BRICS to create a common currency, the role of cryptocurrencies, and the future of emerging markets in a multipolar world.

Rohit Goel is Partner and Head of Global Macro Research at Breakout Capital, where he leads analysis on emerging markets, global financial stability, and cross-asset macro strategy.

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

• X/Twitter: https://twitter.com/PKurzin
• YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/

• Patreon: https://www.patreon.com/theglobalgambit
• Buy Me a Coffee: https://www.buymeacoffee.com/theglobalgambit

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In this conversation, I am rejoined by Dmitri Alperovitch to delve into the latest of the Ukraine War, focusing on the diplomatic engagements between the US and Russia, the strategic decisions made by Ukraine, and implications of Trump's foreign policy.

We discuss the limited leverage the US has in influencing both Russia and Ukraine, the challenges of negotiating peace, and the realities of a war of attrition. We touch on the role of NATO, European defence strategies, and the significance of mineral deals in the context of US support for Ukraine.

This episode is sponsored by Military Metals Corp (CSE: MILI, OTCQB: MILIF, FSE: QN90). Learn more: www.militarymetalscorp.com/investors.

Support the show: https://www.patreon.com/c/theglobalgambit/home

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

• X/Twitter: https://twitter.com/PKurzin
• YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/

• Patreon: https://www.patreon.com/theglobalgambit
• Buy Me a Coffee: https://www.buymeacoffee.com/theglobalgambit

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Summary

In this conversation, Pyotr Kurzin and Chris Fenton discuss the emergence of DeepSeek, an AI technology developed in China, and its implications for US-China relations, national security, and the influence of technology on global narratives. They explore the role of open-source technology, the impact of platforms like TikTok, and the complexities of Trump's foreign policy towards China. The discussion highlights the challenges and opportunities presented by technological advancements and the need for the US to navigate its alliances and economic policies carefully.

Chris Fenton is a U.S.–China expert, author, and former Hollywood executive who led major film collaborations between the two countries and now advises on geopolitics, business, and media strategy.

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

• X/Twitter: https://twitter.com/PKurzin
• YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/

• Patreon: https://www.patreon.com/theglobalgambit
• Buy Me a Coffee: https://www.buymeacoffee.com/theglobalgambit

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In this episode, I react to and explain the implications of Trump's tariffs from both an economic and geopolitical perspective. I highlight the historical context of tariffs, their intended purpose, and the potential consequences for international relations and the US economy.

I also argue that while tariffs may seem beneficial in the short term, they could lead to significant long-term challenges, including supply chain disruptions, increased prices for consumers, and weakened alliances with traditional partners. The discussion emphasises the interconnectedness of economic policies and global power dynamics.

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

• X/Twitter: https://twitter.com/PKurzin
• YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/

• Patreon: https://www.patreon.com/theglobalgambit
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Welcome to the Global Gambit 2025 - after some minor time off, we're back with more conversations and content, including more from me. This time starting with the 5 biggest geopolitical risks and themes in 2025!

This time Pyotr discusses the major geopolitical risks and themes that could shape 2025, including the implications of Donald Trump's return to power, the ongoing US-China strategic competition, the autocratic relations involving Russia and Iran, the rise of political violence and extremism, and the increasing risks associated with technology and AI. Each of these themes is explored in depth, highlighting the interconnectedness of global events and the potential consequences for international stability.

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

• X/Twitter: https://twitter.com/PKurzin
• YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/

• Patreon: https://www.patreon.com/theglobalgambit
• Buy Me a Coffee: https://www.buymeacoffee.com/theglobalgambit

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Summary

In this conversation, Pyotr Kurzin speaks with Ankit Panda, about the deepening political crisis in South Korea and its wider regional implications. They discuss the impeachment proceedings against President Yoon Suk-yeol, the potential rise of progressive opposition leader Lee Jae-myung, and the resilience of South Korea’s democratic institutions. The conversation also explores North Korea’s expanding involvement in the war in Ukraine, China’s geopolitical manoeuvring, and what these developments mean for the future of U.S.–South Korea relations and security dynamics on the Korean Peninsula.

Ankit Panda is the Stanton Senior Fellow in the Nuclear Policy Program at the Carnegie Endowment for International Peace, specialising in East Asian security, nuclear strategy, and U.S. foreign policy toward the Koreas.

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

• X/Twitter: https://twitter.com/PKurzin
• YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/

• Patreon: https://www.patreon.com/theglobalgambit
• Buy Me a Coffee: https://www.buymeacoffee.com/theglobalgambit

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Summary

In this conversation, Pyotr Kurzin speaks with Wladimir van Wilgenburg, journalist at the Kurdish Chronicle, about the dramatic collapse of the Assad regime in Syria and the shifting power dynamics across the region. They discuss the rapid advances by Hay'at Tahrir al-Sham and other rebel groups, the fall of key cities including Aleppo, Homs, and Hama, and the surprising absence of intervention from Assad’s key allies, Russia and Iran. The conversation also explores the roles of Kurdish forces, Turkish-backed rebels, and the potential impact of an incoming Trump presidency on Syria’s future and broader Middle East stability.

Wladimir van Wilgenburg is a journalist and analyst specialising in Kurdish and Middle Eastern affairs, with a focus on Syria, Iraq, and regional conflict dynamics.

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

• X/Twitter: https://twitter.com/PKurzin
• YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/

• Patreon: https://www.patreon.com/theglobalgambit
• Buy Me a Coffee: https://www.buymeacoffee.com/theglobalgambit

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Summary

In this conversation, Pyotr Kurzin speaks with Marlene Laruelle about the ideological foundations of Vladimir Putin’s regime and Russia’s evolving identity under his leadership. They discuss the tension between restoring the Soviet Union versus the Russian Empire, the influence of strongman politics, and how Russia’s future may unfold amid growing friction with NATO and shifting U.S. leadership. The conversation also explores the prospects for democratic change, the role of Russian nationalism, and the West’s ability to shape societal trends within Russia.

Marlène Laruelle is a research professor at George Washington University and an expert on Russian ideology, nationalism, and authoritarianism in the post-Soviet space.

Read as well as listen as l overthink for you: https://substack.com/@pyotrskurzin

• X/Twitter: https://twitter.com/PKurzin
• YouTube: https://www.youtube.com/channel/UC7-TPqKMViddKZeo4K2P2jg/

• Patreon: https://www.patreon.com/theglobalgambit
• Buy Me a Coffee: https://www.buymeacoffee.com/theglobalgambit

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