Rebecca Lissner

Rebecca Lissner, U.S. foreign policy expert and former national security adviser, Mark Galeotti, Russia scholar and military historian, Dr Jack Watling, land-warfare analyst, and Christopher Miller, on-the-ground FT correspondent. They discuss stalled negotiations over Donbas, drone-dominated warfare and changing battlefield tactics, manpower pressures on both armies, and the severe civilian toll from infrastructure attacks.

Rebecca Lissner, a senior fellow for U.S. foreign policy at the Council on Foreign Relations and a former National Security Council official, delves into the impact of Trump's National Security Strategy on U.S. foreign and defense policy. She critiques post-Cold War overreach while stressing the importance of retaining liberal order gains. Lissner highlights distinct shifts in the 2025 strategy, emphasizing economic priorities over military concerns, and warns against overlooking China's expanding influence in Latin America.

Rebecca Lissner, CFR senior fellow and former deputy national security adviser, on White House decision-making and Iran tactics. David Seif, Nomura chief economist, on global growth risks from prolonged Middle East conflict. Ellen Wald, Middle East energy expert, on Saudi moves and alternate oil routes. Joe Quinlan, BofA chief market strategist, on portfolio positioning, AI rotation and bond/cash strategies.