The Global Politics Expert: The Real Global Danger is What Comes Next!
FULLSTÄNDIGT TRANSKRIPT
These conversations aren't always easy,
but nonetheless, they are important. So,
every single year, Professor Ian Bremer,
who's one of the world's leading
political scientists, produces this risk
report, and it highlights the top 10
biggest risks that everybody should be
thinking about. And today, he's going to
talk to me about the three that matter
the most. So, he predicts that a US
political revolution is on its way. the
US has become the biggest driver of
geopolitical uncertainty in the world
and in my view Trump will fail.
>> And he also says that the other thing
everybody needs to be talking about and
aware of is what's really playing out
with AI behind the scenes.
>> They created a model which is so
powerful that they couldn't release it
because it would have been an immediate
systemic risk to the global economy and
our security and artificial intelligence
is eating its users. and we can talk
about that.
>> And lastly, I want to end on a point of
optimism. Can we take this craziness and
turn it into a utopia with realistic
solutions?
This is super interesting to me. My team
given me this report to show me how many
of you that watch this show subscribe.
And some of you have told us according
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on with the show.
Ian Bremer, what is this document that I
have in front of me here?
>> This is our top risk report. We put it
out at the beginning of every year. try
to help people around the world
understand the risk environment
globally.
>> So for the last 30 years your firm has
been trying to understand the world to
help make better decisions based on the
big picture of what's happening
geopolitically.
>> Yeah.
>> And every year your firm releases this
top risk report.
>> The 2026 one appears to be pretty
prophetic because a lot of things that
you list as the top risks are playing
out before our eyes. For anyone that
hasn't read this report, what are the
most important subjects? You wrote this
in January. We're now sat here in April,
I believe.
>> What are the most important subjects of
the top 10 risks that you think we
should talk about today? I think that
there are three that are really big. Um,
the first is that the United States has
become the biggest driver of risk, the
biggest driver of geopolitical
uncertainty in the world. And we see
that with the tariffs. We see that with
Venezuela. We see it with Greenland. We
see it with Iran. I mean, if there was
that level of uncertainty in a smaller
political system, and that happens all
the time, we wouldn't care as much
because the global impact would not
matter. But everyone out there is
affected by even small changes in the
United States. Suddenly, big changes in
the United States. The Americans are
saying, "We no longer want to play by
the rules that we set up historically.
We don't want the free trade system that
we put together. We don't want to be the
global policeman that is paying for the
collective security. We don't want the
open borders that used to welcome so
many people from around the world. We
want a very different set of rules. It's
the American system is not being
challenged by the Chinese saying we
don't want the Americans themselves and
the leadership are saying we refuse to
be the leader that we used to be.
>> So that's number one. Yeah, that is
number one.
>> And this is a critical risk.
>> That is a critical risk. That's but it's
the most important without any question.
>> And again, I say critical in terms of it
is happening right now. It is
overwhelmingly likely. It's
overdetermined. Um and the impact is
massive. So there's no way you could
look at the geopolitical order today and
not say this is the most important thing
that is not just driving headlines but
that's creating real movement in how the
global economy works, how global
politics works, global security,
everything is driven by this change.
>> And what's the second one?
>> The second one is the big question of
how the second most powerful country in
the world is responding to all of that.
Now we in the top risks piece talked
about overpowered. Overpowered being the
global energy dynamic. How China has
been working to build the most effective
electric vehicles all over the world at
scale and the batteries all over the
world at scale and the critical minerals
in rare earths for decades now. not just
having access so they can exploit them,
but also so that they can reprocess
them.
>> For anyone that doesn't know what
critical minerals are,
>> Yeah.
>> and how important they are to our
everyday lives, could you give us some
color there?
>> Sure. We're talking about all of these
things that you take out of the ground,
whether it's lithium, antimony,
>> which is in all these devices,
>> in every device, in your car battery,
it's in your missile systems and your
advanced weaponry that keeps you safe at
home or allows you to go to war against
somebody. I mean, you can't have an
advanced economy without critical
minerals and rare earths. and and the
Chinese have been investing at scale
globally in that capability for decades
now, thinking long term. And a lot of
the rest of us have not been thinking
long term. We're like just in time,
globalization. How do we make the most
money now for our next quarterly return?
And that reality is making China not a
better economy today, but it's setting
them up for a much stronger long-term
trajectory. So, as a risk, you're going
to ask me to do this. It is not as
critical as the US political revolution
because this is focusing on 2026 and
China is playing out over a longer
period of time. But it is absolutely
severe because the Chinese understand
that long-term
as countries are saying the Americans
are less predictable and we're more
vulnerable to their sudden changes in
decisions. Many more countries are
saying well we want to hedge and do more
with the Chinese and those decisions
really matter. If this continues, if
this direction of travel continues, what
happens next in terms of global order,
in terms of the Middle East, in terms of
all of these things we've talked about,
>> Trump will fail. Um, and and I think
that the level of policy incompetence
and unwillingness to take on expertise
is ensuring that it will fail. He's
quite unpopular on so many issues right
now. He's going to lose in a big way in
the midterms coming up in November. And
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