1:37 - Risk #3: The Donroe Doctrine 7:17 - What’s next for Venezuela? 13:56 - Delcy and Venezuelan Succession 15:54 - The US Tipping Point 18:12 - FAFO vs TACO 22:09 - Risk #2: Overpowered 25:21 - Eurasia Group Poll 29:45 - Risk #1: US Political Revolution 36:09 - Risk #4: Europe Under Siege 39:12 - Risk #5: Russia’s Second Front 44:09 - What’s next for Europe? 47:35 - Risk #7: China’s Deflation Trap 49:44 - Risk #10: The Water Weapon 51:23 - Risk #8: AI Eats Its Users 56:09 - Red Herrings 57:11 - Opportunities in 2026
26-1-24 Protests continue in Georgia. Violent suppression of protests in Iran. US protests against kidnapping of Maduro followed by anti-ICE protests in Minneapolis (2 fatal shootings, 5-yr-old arrested)