Coffee and a Mike

Col. Lawrence Wilkerson, retired Army colonel and former chief of staff to Secretary of State Colin Powell, offers sharp geopolitical commentary. He discusses surveillance near his home and worries about domestic militarization. He assesses Trump-China dynamics, corporate power and technocracy, nuclear risks and escalation in Iran, and shifting alliances across Europe, Korea, and the globe.

Dave Collum, a market-savvy professor, and Ed Dowd, founder of Phinance Technologies, unpack private credit, opaque lending risks, and shaky real estate trends. They debate passive investing’s harm to price discovery and corporate discipline. They explore inflation peaking into a deflationary unwind, narrow AI-driven market leadership, and the political and macro forces that could shape 2026.

Tony Heller, a former science teacher, geologist, and climate commentator, tackles water and energy crises in the U.S. West. He discusses Southwest drought, Colorado River reservoirs, conflicts between cities and agriculture, data center and development strain on resources, and options like desalination and water reuse. Short-term fixes and regional wildfire and food impacts also come up.

Matt Bracken, Navy SEAL, author, and historian who analyzes geopolitics and national security. He discusses Iran and the strategic reality of the Strait of Hormuz. He warns about oil shocks, supply-chain and food disruptions. He critiques military options, political leadership, and the domestic fallout of economic and energy crises.

James Delingpole, author and cultural critic, challenges mainstream narratives with sharp skepticism. He tackles ideas like fabricated dinosaur and space myths, media programming from childhood, staged political and media spectacles, fears of engineered global shortages, and propaganda in film and pop culture. Short, provocative, and contrarian takes throughout.

Christine Guerrero, a petroleum engineer and energy investor with 25 years in the industry, discusses inventory-driven oil market dynamics. She covers tanker logistics and lost barrels, long repair timelines and structural production losses, jet fuel and diesel shortages, and the mismatch between equity markets and an emerging oil shock. She also outlines signals to watch for escalation and market stress.

Dave Collum, a chemist and academic commentator, offers sharp takes on geopolitics, economics, and public-health policy. They probe demographic warfare, routes and resource chokepoints, and risks of global famine by 2027. The conversation also covers market manipulation, AI-driven population pressures, and how strategic control of canals and straits could reshape global security.

Gilbert Doctorow, an independent political analyst and historian specializing in Russian history, discusses his War Diaries Vol. 2 and the sources behind it. He explores why Putin paced the conflict. He examines European leadership, Russia’s electoral shifts, and likely military moves in Donbass and Odessa. He also connects Middle East tensions to Russia-Ukraine dynamics.

Larry C. Johnson, a former CIA and State counterterrorism pro turned analyst, weighs in on the WH Correspondents Dinner shooter and puzzling security gaps. He digs into Secret Service failings, theories about orchestration, and odd links. The conversation also covers viral Lego AI videos, AI-generated pundits, and real-world limits on U.S. military options in places like Cuba, Venezuela, Mexico, and the Gulf.

Matthew Hoh, a former USMC captain and State Department officer now with the Eisenhower Media Network, discusses Lego-style AI propaganda, how information warfare shapes public support, and the media’s role in political narratives. They touch on security incidents, geopolitical flashpoints like the Strait of Hormuz and Cuba, and prospects for ceasefires and escalation control.