Amos Hochstein

Amos Hochstein, a former U.S. special envoy known for his work on Middle East and energy policy, joins the conversation. They discuss the potential end of the post-1945 international order and the implications of Trump's foreign actions. Hochstein analyzes the West's role in supporting Iranian protesters and contrasts current U.S. diplomacy with past administrations. The conversation also touches on Israel's draft bill protests and the precarious situation in Lebanon, weighing the risks and necessary steps for regional stability.

Amos Hochstein, former White House advisor now at TWG Global, breaks down U.S.-Iran negotiations and potential military options. Emil Michael, Undersecretary of Defense, discusses Anthropic talks, DOD AI safeguards and procurement levers. Stephen Auth, CIO at Federated Global, covers valuation shifts, MAG-7 dynamics and why some sectors may outperform as free cash flow patterns change.

Amos Hochstein, former senior U.S. energy advisor now at TWG Global, offers energy security and Middle East insight. Samantha Gross, director at Brookings, brings expertise in energy security and markets. Amy Myers Jaffe, NYU energy and climate specialist, covers geopolitics and decarbonization. They discuss the shock to oil, LNG and fertilizer flows, cascading shortages across industries, market psychology versus physical disruptions, and infrastructure bypass options.

Bianna Golodryga, a CNN anchor and global affairs analyst, teams up with Amos Hochstein, a former senior advisor to President Biden and seasoned diplomat. They dive deep into the ongoing Israel-Iran war, discussing the potential impacts of President Trump’s decisions on military interventions. The conversation touches on the psychological toll of conflict, the complex divisions within the Republican Party regarding foreign policy, and the precarious balance of military engagement amidst rising geopolitical tensions. Diplomacy emerges as a crucial theme in navigating these turbulent waters.

Amos Hochstein, Managing Partner at TWG Global and former White House senior advisor on energy and national security. He explains backchannel diplomacy and negotiating with parties who refuse direct talks. He warns markets may be underpricing a major energy disruption and discusses the gap between paper and physical oil prices, impacts of a closed Strait of Hormuz, and what policymakers might have done differently.