GZERO World with Ian Bremmer

Operation Epic Fury may be over, but the Iran war is far from resolved. On this week's episode, American Enterprise Institute Kori Schake joins Ian Bremmer to discuss the conflict's global ripple effects. 

With the Strait of Hormuz effectively closed to commercial shipping, the US finds itself in what Schake calls a Mexican standoff, unable to force Iran's hand without dramatic escalation, and unwilling to accept the humiliation of ceding control of one of the world's most critical waterways. Meanwhile, Washington's two biggest rivals are gaining ground. Russia is cashing in on higher oil prices at a moment when the Kremlin was under mounting financial pressure over Ukraine. 

In Beijing, the Trump-Xi summit took place with the White House in a weakened position. The US needs China's help pressuring Iran, and Xi knows it. As Schake puts it: "It's an important measure of just how much President Trump has lost in starting the war in Iran and pursuing it in the way he has, that he's having to go appeal to China, America's most powerful potential adversary, for assistance in delivering us from a problem of our own creation."

The costs for US allies are adding up too. Partner countries are absorbing economic pain they had no hand in creating, with energy prices squeezing European economies. Schake also raises a harder structural question: with Patriot systems redirected from Europe to the Gulf and munitions stocks stretched thin, the war has laid bare the limits of the American defense industrial base, and what it means for the credibility of US commitments around the world.

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Ian Bremmer's guest this week is author and Bloomberg defense tech reporter Katrina Manson, who spent years reporting on Project Maven for her new book on the Pentagon's AI push.

The program launched in 2017 with a narrow mandate: use machine learning to process drone footage. It has since expanded into something far more ambitious. Autonomous weapons, drone swarming technology, and AI-assisted targeting are now central to how the Pentagon talks about modern warfare.

The tech rollout is fast, but not reliable. Algorithms fail when the battlefield changes. The targeting process is accelerating to the point where operators are clicking through AI recommendations with little ability to question them. Manson says the military knows about AI's vulnerability "to sycophancy, to escalation, to bias and hallucination," and has not yet found adequate solutions. 

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Historian Michael Bustamante joins Ian Bremmer to discuss Cuba's economic freefall, Trump's end game, and the hopes of Cuban Americans.

This week, Ian Bremmer sits down with University of Miami historian and Cuba expert Michael Bustamante to make sense of the US-Cuba standoff.

Cuba is in its worst crisis in 30 years, with basic necessities like fuel, water and food in short supply. Between one and two million Cubans have left in the past five years, the largest exodus in the island's history. And the opposition is too weak, too scattered, and too decimated by exile and imprisonment to be a real political alternative.

Trump says 2026 is the year of liberation. But Bustamante argues the hard realities don't match his expectations, and a military invasion is unlikely. A purely economic deal, closer to Obama's 2015 opening, might suit Trump's deal-making instincts, and Cuba's government has signaled it could live with that too. But it would be a betrayal of everything Cuban Americans in South Florida have been promised. And for Marco Rubio, it would be a defining political problem. Together, Bustamante and Bremmer discuss the realistic outcomes -- will Trump get what he wants, and can the 80 years old communist regime survive this crisis?

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North Korea has nuclear weapons, a succession plan hiding in plain sight, and a personality cult that has outlasted Stalin's and Mao's combined. Wall Street Journal's Beijing bureau chief Jonathan Cheng argues the world keeps misreading Pyongyang because it insists on reducing it to an authoritarian state.

North Korea is also a religious society, built on a divine rule centered on a "god-king", Cheng argues. Kim Jong Un, third generation leader of the Kim dynasty was able to consolidate his power while developping the nuclear arsenal his father had succesfully created.

Now, with the Iran war reshaping global order, Kim's long bet on nuclear weapons looks like the smartest foreign policy call of the century. North Korea, long treated as a pariah nuclear nation on the international stage, seems to be taken seriously by top China has quietly dropped "denuclearization" from its own documents. Trump calls Kim Jong Un a friend. And Kim is already preparing a successor, his daughter, reportedly 12 years old, in plain sight.

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Rising energy prices, higher inflation, and growing economic uncertainty — a Harvard economist says the fallout from the Iran war is already being felt.

On the GZERO World Podcast, Ian Bremmer sits down with Harvard economist and former IMF Deputy Managing Director Gita Gopinath to unpack how the conflict is rippling through the global economy. As oil and gas prices surge, inflation is climbing, adding new costs for households and businesses and putting pressure on growth worldwide.

Gopinath explains that while the immediate hit to global growth may seem modest, the bigger concern is longer-term “structural damage”—the slow-moving economic shifts caused by trade fragmentation, strained alliances, and geopolitical conflict. They also discuss why the US may be more insulated than other economies, how China is positioning itself for a more fragmented world, and whether the recent boom in AI investment can offset some of the economic drag.

As inflation rises and global economic ties continue to shift, what comes next may matter even more than the immediate shock.

Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

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