NatSec Matters
Beacon Global Strategies LLC
Formerly known as Intelligence Matters, the NatSec Matters podcast features former senior national security officials Michael Allen, Jeremy Bash, and Andrew Shapiro as they interview top leaders in national security, including intelligence officers, military leaders, and policymakers, on the most critical security challenges of our time. Their interviews offer insights into the world's most pressing problems and assess the effectiveness of U.S. policy responses. They also explore the biographies and careers of individuals who have devoted their lives to protecting our nation, offering listeners a rare glimpse into the inner workings of national security decision-making. If you are interested in becoming a sponsor, please email our team at [email protected].
Recent Episodes
20 episodesPresident Trump's Latest Ultimatum to Iran: Adm. Chris Grady
Michael sits down with Admiral (Ret.) Chris Grady, former Vice Chairman of the Joint Chiefs of Staff, to break down the tactical evolution of the Iran conflict following President Trump's recent address to the nation. Admiral Grady provides an insider's perspective on the new deadline the President has announced for Iran to reopen the Strait of Hormuz or face devastating new strikes. He also explains the strategic calculus behind targeting Iran's energy infrastructure and deeply buried "missile cities." The conversation, recorded on April 3, 2026, explores the sophisticated "ecosystem" of Iranian defiance—from the mixing of missile propellant to the naval mechanics required to "cut the tail off the scorpion" and neutralize threats across the region's islands. Finally, Admiral Grady reflects on his time at the Bush National Security Council to explain how the U.S. is utilizing specialized assets like bunker busters to ensure the Iranian regime cannot threaten global security for a generation.
Emergency Podcast - Decoding the President's Iran Address: Matt Kroenig
In this special episode, Michael discusses President Trump's primetime address to the nation on the Iran war with Matt Kroenig, Vice President for Geostrategy at the Atlantic Council. Matt offers his reaction to the President's forward-looking timeline and the administration's strategic claim that the conflict's final objectives are now within sight. He also assesses the likelihood of a ground invasion and how Iran might utilize "denial" attacks to fight back. Finally, Matt weighs in on shifting global alliances, including the impact of Elon Musk's decision to sever Russia's access to Starlink.
Ukraine's Persistence, Baltic 'Gray Zone' Attacks & Russia's Weak Spots: Mark Montgomery
Michael speaks with Rear Admiral (Ret.) Mark Montgomery, Senior Fellow at the Foundation for Defense of Democracies, following his recent trip to Ukraine. Admiral Montgomery explores the warfare strategies currently defining the conflict, as well as the evolving "gray zone" tactics Russia is employing against the Baltics. He also identifies critical weak spots in the Russian military machine, from logistical vulnerabilities to strategic anxieties, and provides a sobering assessment of the "ground situation" in Ukraine. Finally, Admiral Montgomery explains why the war could realistically continue for another three years and what the US must do to maintain the defense of its allies in the face of persistent Russian aggression.
Off-Ramp or Escalator - The Iranian Regime's Final Act?: Dr. Seth Jones
Michael speaks with Dr. Seth Jones, president of CSIS's Defense and Security Department, to analyze a critical moment in the Iran conflict: are we headed for a diplomatic off-ramp or a rapid escalation toward regime change? Dr. Jones assesses the degradation of Iran's naval and drone capabilities and explains why the current campaign has successfully reset the regional balance of power. However, he also explores the "buying time" strategy of Iranian diplomacy and the increasing pressure from Gulf states to see the regime ended as it continues to strike commercial and energy targets. Finally, Dr. Jones examines the tactical shift in Israeli targeting and what it means for the long-term survival of the IRGC.
Israel's Strategic Reset: Yaakov Katz
Michael speaks with Yaakov Katz, former editor-in-chief of the Jerusalem Post and author of "While Israel Slept", about the profound shift in the Israeli perspective as the focus of the war moves from regional proxies to a direct conflict with Iran. Yaakov explains why a majority of Israelis now support this military campaign, viewing it as a "unique historical opportunity" to dismantle the source of regional instability. He also examines the influence of President Trump on Israel's strategic calculus and offers a candid assessment of Prime Minister Benjamin Netanyahu's dramatic political comeback following the October 7th attacks.
The Hormuz Pressure Cooker and Oil Price Roulette: Clay Seigle & Rear Adm. Mark Montgomery
In this special episode, Michael zeroes in on the potential for a collapse in global energy security amid the U.S.-Israel war with Iran. First, he speaks with Clay Seigle, a senior energy security fellow at CSIS, about the economic impact of the dangerous choke point at the Straits of Hormuz, where a paralyzed trade is threatening to send global oil prices soaring. Clay also analyzes the strategic implications of U.S. strikes on military infrastructure at Iran's key oil depot on Kharg Island. Then, Rear Admiral (Ret.) Mark Montgomery, Senior Fellow at the Foundation for Defense of Democracies (FDD), breaks down the high-stakes naval mechanics of reopening the Straits and why the U.S. must reset Iran's nuclear and ballistic capabilities by "five or seven years" to ensure long-term regional stability.
Searching for Cracks in Iran's Core: Michael Doran
Michael speaks with Michael Doran, Director of the Hudson Institute's Center for Peace and Security in the Middle East and a former senior director in the National Security Council, about the outlook for U.S.-Israeli attacks on Iran. Mr. Doran explains the internal power dynamics within the Iranian regime and why they matter to potential negotiations to de-escalate or end the conflict. He also explores the likely diverging interests of Israeli and American leaders, why understanding the influence of Iranian ethnic groups is vital to charting possible outcomes, and why he believes a citizen-led uprising to topple the government is unlikely.
The CENTCOM Playbook for Iran?: Gen. Joseph Votel
Michael discusses the rapidly developing conflict in the Middle East with General Joseph Votel, former commander of CENTCOM and U.S. Special Operations Command. General Votel analyzes the strategic implications of Iran blocking the Strait of Hormuz and the challenges of a potential special operations raid to recover highly enriched uranium in the country. He also examines the shifting power dynamics within the Iranian regime, including how the new Supreme Leader's lack of religious credentials may lead to increased influence from the powerful Islamic Revolutionary Guard Corps.
Chaos & Control in Iran: Amb. Jeffrey Feltman
Michael Allen discusses Iran's new Supreme Leader with Jeffrey Feltman, a visiting fellow at the Brookings Institution and former UN Under-Secretary-General. Feltman examines the sudden rise of Mojtaba Khamenei following the death of his father, Ali Khamenei, and discusses the regime's internal cohesion despite widespread domestic opposition. He also explains Israeli military targeting strategies, the risk of a "race for the bomb," and the potential for significant regional escalation.
Exclusive - The Iranian End Game: Richard Nephew
In an exclusive conversation, Michael talks to former National Security Council Director for Iran Richard Nephew about the joint U.S.-Israeli strikes on Iran and the regime's response. Richard, a fellow at the Washington Institute for Near East Policy, explores how a collapse of the Islamic Republic could unfold and the last-ditch retaliation measures the regime could take against its Middle East neighbors and U.S. forces in the region. He also evaluates leadership succession possibilities and growing concerns regarding nuclear proliferation.
Special Episode - The Battle for the Middle East: Rear Adm. Mark Montgomery
Michael joins Rear Admiral (Ret.) Mark Montgomery of the Foundation for Defense of Democracies to discuss the U.S.-Israel combined attacks on Iran. RADM Montgomery, an expert in U.S. national security, explores the potential for Iranian regime change, regional security impacts, and Iran's strategic vulnerabilities. He also breaks down the massive air power currently assembled in the region and the likelihood of an expanded Iranian retaliation campaign.
Eliminating 'El Mencho' & Re-Engineering the Americas: Dr. Ryan Berg
Michael speaks with Dr. Ryan Berg, Director of the Americas Program at the Center for Strategic and International Studies, about the violent fallout from the Mexican army's deadly operation against drug kingpin "El Mencho." Ryan analyzes what's at stake for the U.S. as narco-barricades and violence force Americans to shelter in place, and explains how the U.S.-Mexico relationship is shifting as the White House turns up the heat on cartels. They also discuss the lingering fragility of the Cuban regime, and a high-stakes roadmap for Venezuela's future.
Red Sea Rivalries - The Proxy War for Sudan and the Geopolitical Interests in East Africa: Josh Meservey
Michael speaks with Josh Meservey, a Senior Fellow at the Hudson Institute and one of the nation's leading experts on African geopolitics and counterterrorism. Josh discusses the high-stakes Sudanese Civil War, its ripple effects across the Red Sea into the Middle East, and why the US has a stake in the region's stability, trade, and security. Josh also explains the Great Power competition unfolding in Africa as China works to escalate its influence.
The Lurking Escalation with Iran & the Future of the Mideast: Tamir Hayman
Michael speaks with the former Chief of the IDF Intelligence Directorate Maj. Gen. (res.) Tamir Hayman about the increasing likelihood of military action against Iran's missile program. Gen. Hayman—who serves as Executive Director of the Tel Aviv-based Institute for National Security Studies (INSS)—analyzes the complex regional "reshuffle," explaining how Saudi Arabia is recalibrating its position through a rapprochement with Iran while distancing itself from the UAE and Israel. Gen. Hayman also offers his forecast on the future of Hamas and Gaza, and the broader outlook for regional stability.
US-Iran Summit - Taming Mideast Volatility: Gregory Brew
Michael speaks with Gregory Brew, Senior Analyst at the Eurasia Group and country analyst for Iran, about the high-stakes decision facing the Islamic Republic: "strikes or talks." Greg analyzes the upcoming diplomatic summit in Istanbul, where the U.S. is pushing for "maximalist concessions" regarding Iran's nuclear program, ballistic missile stockpile, and regional proxy networks like Hamas and Hezbollah. Greg also discusses the strategic leverage of the recent U.S. naval buildup in the Middle East and whether these talks are a deliberate pretext for military action against Tehran. Greg also breaks down Iran's internal "credibility crisis" and the future of regional stability.
The Iranian Regime's Long Goodbye: Richard Goldberg
Michael speaks with Richard Goldberg, a Senior Advisor at the Foundation for Defense of Democracies and former Director for Countering Iranian WMD at the National Security Council. Rich provides a masterclass on the historical and modern context of Iranian protest movements, explaining why the most recent uprising is fundamentally different from previous ones. He breaks down the regime's playbook of violence—including internet blackouts and brute force—while examining the strategic failures of past U.S. administrations. Rich also discusses the outlook for the Islamic Republic in the coming weeks and whether the regime can survive its own internal contradictions and increasing international isolation.
The Future of the Iranian Regime: Jeffrey Feltman
Michael speaks with former Ambassador Jeffrey Feltman about the precarious state of the Islamic Republic of Iran following the latest wave of mass protests there. Jeff analyzes the regime's use of brutality, coercion, and a total internet blackout to quiet the streets, while arguing that survival does not equal success. Jeffrey also discusses the economic catastrophe Iran faces, the strategic ambiguity surrounding the White House's next moves following new sanctions, and the outlook for regional instability.
Venezuela After Maduro - U.S. Intervention, Cartels, and the Road Ahead: Dr. Ryan Berg
Michael Allen speaks with Dr. Ryan Berg, Director of the Americas Program and Head of the Future of Venezuela Initiative at the Center for Strategic and International Studies (CSIS), about the stunning aftermath of the U.S. military intervention in Venezuela. Ryan breaks down the high-stakes Delta Force raid that successfully captured Nicolas Maduro for trial in New York—an operation that lasted only two hours. Dr. Berg also explores the strategic necessity of the U.S. naval presence in the Caribbean and the administration's new oil policy, which involves the U.S. marketing Venezuelan oil to benefit both nations. Finally, Dr. Berg takes a closer look at the broader implications for regional security and the immense challenges of managing the transition in a post-Maduro Caracas.
Venezuela with David Shedd & One Million Downloads
In this special episode marking one million downloads for the podcast, Jeremy Bash speaks with David Shedd, former acting director of the Defense Intelligence Agency, about the "breathtaking" US military operation in Venezuela over the weekend. They discuss the high-stakes mission to capture Nicolas Maduro and his wife, Celia Flores, to face trial for narco-terrorism in the US. David explores the complex rationale behind the raid—from narco-trafficking charges to the underlying goal of regime change—and explains why Maduro's security forces offered such little resistance despite weeks of US military pre-staging. He also discusses the "murky" aftermath of the operation and its global impact.
The Race to Control Global Tech: Craig Singleton
Michael speaks with Craig Singleton, China Program Senior Director and Senior Fellow at the Foundation for Defense of Democracies, about the new frontiers of the US-China tech competition. Craig explains China's willingness to weaponize its dominance in rare earth magnets and how that leverage has left US assembly lines vulnerable. He also explores the high-stakes debate over semiconductor export controls, including a controversial profit-sharing deal for NVIDIA's H20 chips with the US government. Finally, Craig discusses the Chinese "five lever playbook" used to dominate critical sectors like polysilicon, LIDAR, and display technologies, warning of "strategic kill switches" in US infrastructure and the emerging national security threat of biotech.