Stephen Kotkin: Putin, Stalin, Hitler, Zelenskyy, and War in Ukraine | Lex Fridman Podcast #289
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Historian Stephen Kotkin argues that while Vladimir Putin cannot be directly compared to Joseph Stalin in terms of scale or power, he operates within the same historical dilemma: attempting to manage Russian global influence from a position of weakness against a stronger West using coercive modernization. This strategy has historically resulted not in a strong state but in personalist autocracies and worsening geopolitical outcomes for Russia. Kotkin emphasizes that this is not an innate cultural trait or "mother's milk" aggression, but rather a repeated strategic choice driven by the psychological phenomenon of *obizhennye*—those who feel like losers after the Soviet collapse and seek to reverse their diminished status through resentment against the West. This conspiratorial mindset, shared by figures like Security Council head Nikolai Patrushev, fuels narratives that Western actions are part of a deliberate plot to destroy Russia, despite empirical evidence showing voluntary cooperation from many nations. The conversation highlights how Ukraine's resistance has fundamentally shifted this dynamic, transforming the West's approach and revealing the efficacy of President Volodymyr Zelenskyy as both a political leader and an information war specialist. Kotkin praises Zelenskyy for risking his life to stay in Kyiv rather than fleeing, which rallied national unity and surprised Western leaders who had initially offered him safe passage. The Ukrainian resistance enabled the West to rediscover its values and move away from appeasement strategies that previously allowed Russian aggression to continue unchecked. While non-Western powers like China and India have not condemned Russia's invasion or provided military aid, they also refuse to join in active aggression, recognizing Western power while resenting its unilateral dominance over international institutions like the IMF and NATO. Kotkin analyzes the strategic miscalculations of both Vladimir Putin and Xi Jinping, noting that despite public support for Moscow from Beijing, China has not transferred technology or military equipment to Russia, thereby damaging Chinese grand strategy by alienating Europe without gaining significant leverage. He suggests that while the war is still early in its trajectory—comparable to judging a conflict after only three months—the Russian failure to capture Kyiv and parts of the Donbas indicates an information suppression rather than battlefield success. The future remains uncertain; Putin may outlast his life expectancy or face a coup, but currently, he is protected by the Federal'naya sluzhba okhrany (FSO), while Alexei Navalny likely survives as a political card for sanctions relief that could be played if needed. Ultimately, Kotkin concludes with reflections on human purpose and suffering, urging listeners to remember those enduring tragedies in Ukraine, Syria, Yemen, and even New York City rather than viewing these events from the comfort of safety. He asserts that leading a purposeful life involves making positive impacts on others through work or charity, regardless of scale, and admits that predicting future conflicts is impossible as unforeseen events can always upend current realities. The discussion ends with Gandhi's words reminding listeners that while tyrants may seem invincible for time, truth and love ultimately prevail in history.
Read the full video transcript
The following is a conversation with
Stephen Kotkin, his second time on the
podcast. Stephen is one of the greatest
historians of all time, specializing in
20th and 21st century history of Russia
and Eastern Europe. And he has written
what is widely considered to be the
definitive biography of Stalin in three
volumes, two of which have been
published, and the third focused on
World War II and the years after, he is
in the midst of writing now.
This conversation includes a response to
my previous podcast episode with Oliver
Stone that was focused on Vladimir Putin
and the war in Ukraine.
Stephen provides a hard-hitting
criticism of Putin and the Russian
invasion of Ukraine,
weighed and contextualized deeply in the
complex geopolitics and history of our
world, all with an intensity and rigor,
but also wit and humor that makes
Stephen one of my favorite human beings.
Please also allow me to mention
something that has been apparent and has
weighed heavy on my heart and mind.
This conversation with Stephen Kotkin
makes it more dangerous for me to travel
in Russia.
The previous conversation with Oliver
Stone
makes it more dangerous for me to travel
in Ukraine.
This makes me sad,
but it is the way of the world.
I will nevertheless travel to both
Ukraine and Russia.
I need to once again see with my own
eyes the land of my ancestors,
where they suffered but flourished,
and eventually gave birth
to silly old me.
I need to hear directly the pain, anger,
and hope for both Ukrainians and
Russians.
I won't give details to my travel plans
in terms of location and timing, but the
trip is very soon.
Whatever happens,
I'm truly grateful for every day I'm
alive.
And I hope to spend each such day adding
a bit of love to the world.
I love you all.
This is the Lex Fridman podcast.
And now, dear friends, here's Stephen
Kotkin.
You are one of the great historians of
our time specializing in the man, the
leader, the historical figure of Stalin.
So, let me ask a challenging question.
If you can perhaps
think about the echo of 80 years between
Joseph Stalin and Vladimir Putin, what
are the similarities and differences
between the man and the historical
figure, the historical trajectory of
Stalin and Putin?
Thank you, Lex. It's very nice to be
here again with you.
It's been a while. Good to see you.
Yeah, good to see you as well.
You're looking good.
You you as well.
I see this podcast stuff is doing you
right.
Yeah.
So, we can't really put very easily
Vladimir Putin in the same sentence with
Joseph Stalin.
Stalin
is a singular figure
and his category is really small.
Hitler,
Mao,
that's really about it.
And even in that category, Stalin is the
dominant figure.
Both by how long he was in power
and also by the amount of power, the
military-industrial complex he helped
build and commanded.
So, Putin can't be compared to that.
However, Putin's in the same building
as Stalin. He uses some of the same
offices as Stalin used.
And some of those
the television broadcasts that we see of
Putin at
and Putin inside the Kremlin.
Stalin used to sit in those rooms and
hold meetings in those rooms. That's the
Imperial Senate
built by Catherine the Great in 18th
century building inside the Kremlin.
It's a domed building
and and you can see it on the panorama.
The top of the building at least you can
see it on the panorama when you look
over the Kremlin wall from many sites
inside Moscow.
So,
if he's not comparable to Stalin, he
still works, as I said, in those same
buildings, those same offices
partly. And so therefore, he's got some
of the problems that Stalin had, which
was managing Russian power in the world
from a position of weakness vis-à-vis
the West, but from a an ambition, a
grandiosity,
in fact.
And so this combination of weakness and
grandeur, right, of of not being as
strong as the West, but aspiring
to be as great or greater than the West.
That's the dilemma
of Russian history for the past many
centuries. It was the dilemma for the
tsars. It was the dilemma for Peter the
Great. It was the dilemma for Alexander.
It was the dilemma for Stalin. And it's
the dilemma for Putin.
Russia is smaller now
compared to when Stalin was in that
Kremlin.
It's got pushed back to borders
almost the time of Peter the Great.
It's farther from the main European
capitals now than any time since that
18th century.
And it and the West has only grown
stronger in that period of time. So the
dilemma is greater than ever.
The irony of being in that position
of sitting in the Kremlin trying to
manage Russian power in the world trying
to be a providential power
a country with a special mission in the
world
a country which imagines itself to be a
whole civilization
and yet not having the capabilities to
meet those aspirations
and falling farther and farther behind
the West. The irony of all of that is
the attempted solutions
put Russia in a worse place every single
time.
So you try to manage the gap with the
West. You try to realize these
aspirations.
You try to raise your capabilities
and you build a strong state. The quest
to build a strong state and use coercive
modernization
to try somehow if not to close the gap
with the West at least to manage it.
And the result is different versions of
personalist rule. So they don't build a
strong state. They build a personal
dictatorship. They build an autocracy.
And moreover that autocracy undertakes
measures which then worsen the very
geopolitical dilemma
that gave rise to this personalist rule
in the first place. And so I call this
Russia's perpetual geopolitics. I've
been writing about this for many many
years.
What's important about this analysis
is this is not a story of eternal
Russian
cultural proclivity to aggression.
Right? It's not something that's in the
mother's milk. It's not something that
can't be changed.
Russia doesn't have
an innate cultural tendency to
aggression. This is a choice. It's a
strategic choice
to try to match the power of the West,
which from Russia's vantage point is
actually unmatchable. But it's a choice
that's made again and again, and Putin
has made this choice just as Stalin made
the choice, right? Stalin presided over
the World War II victory,
and then he lost the peace.
After he died in 1953,
there was, of course,
other rulers who succeeded him. He was
still the most important person in the
country after he died.
Because they were trying to manage that
system that he built, and more
importantly, manage that growing gap
with the West.
By the time the '90s rolled around,
former Soviet troops, now Russian
troops,
withdrew from all those advanced
positions that they had achieved as a
result of the World War II victory, and
it was Napoleon in reverse. They went on
the same roads,
but not from Moscow back to Paris, but
instead from Warsaw and from East Berlin
and from Tallinn and Riga and
and all the other places of former
Warsaw Pact and former Soviet Republics
in the Baltic region,
they went back to Russia in retreat. And
so Stalin, in the fullness of time, lost
the peace.
And Putin, in his own way,
inheriting some of this,
attempting to reverse it, when,
as I said, Russia was smaller, farther
away, weaker, the West was bigger and
stronger, and and had absorbed those
former Warsaw Pact
uh countries and Baltic states, because
they voluntarily begged
to join the West. The West didn't impose
itself on them. It's a voluntary sphere
of influence that the West conducts.
And so that dilemma is where you can put
Putin and Stalin in the same sentence
and the terrible outcome for Russia
in the fullness of time.
Also has echoes. But of course, Putin
hasn't murdered 18 to 20 million people
and the scale of his abilities to cause
grief
uh
with the nuclear weapons aside is
nothing like Stalin's. And so we have to
be careful, right? Only Mao
put bigger numbers on the board
from a tragic point of view than Stalin.
And numbers matter here.
If we compare these singular figures,
Yeah, Mao killed more people than Stalin
because Mao had more people to kill.
The most amazing thing about Mao is he
watched Stalin do it.
He watched Stalin collectivize
agriculture and famine result.
He watched Stalin impose this communist
monopoly
and all of those people sent to prison
or given a bullet in the back of the
neck. He watched all of that and then he
did it again himself in China.
Do you think he saw the human cost
directly? That That when you say he saw,
do you think he was focused on the
policies
or was he also aware distinctly as a
human being of the human costs in the
lives of peasants and the in the lives
of the working class and the lives of
the poor?
I think the prima facie evidence is that
he didn't value human life.
Otherwise, I don't think after seeing
the amount of lives that were taken in
the Soviet experiment, he would have
done something similar after that.
I think the answer, Lex, is
it's very hard to get inside Mao's head
and figure out what he was really
thinking,
but if you just look at the results that
happened, the policies that were
undertaken and the consequences of them,
you would have to conclude that there
was
let's say no value or little value
placed on human life.
Unfortunately, that's characteristic not
only of communist dictators, right? Of
post-communist dictators as well. But
the scale
of the horrors that they inflict
as horrific as they are,
just can't compare.
And so we're in a situation where
Eurasia,
that is to say
the ancient civilizations of Eurasia,
which would be Russia, Iran,
China,
all have some version of non-democratic,
you know, illiberal, autocratic regimes.
And they're all pushing up against the
greater power of the West in some form.
Sometimes they coordinate their actions
and sometimes they don't.
But this is a very long-standing
phenomenon, Lex, that predates of
Vladimir Putin or Xi Jinping
or the latest incarnation of the supreme
leader in Iran.
So we'll talk about this, uh, I think
really powerful framework of five
dimensions
of authoritarian regimes that you've put
together. Uh, but first with the let's
go to this Napoleon in reverse
retreat from Warsaw
back.
Uh, Putin has called
from the perspective of Putin, this
retreat, this collapse of Stalin is one
of the great tragedies
of, uh, that region of Russia.
Do you think
there's a sense where as Putin sits now
in power for 22 plus years,
he really dreams of a return
to, uh,
the power, the influence,
the the land of Stalin.
So, while you said that they're not in
the same place in terms of the numbers
of people
that suffered due to the regime,
do you think he hopes to have the same
power, the same influence for a nation
that was in the '30s, in the '40s, in
the '50s
of the 20th century under Stalin?
If he does, he sees deluding himself.
We don't know for sure.
Very few people talk to him.
Very few people have access to him.
A handful of Western leaders have met
with him for short periods of time.
Those inside Russia barely meet with
him. His own minions in the regime
barely have face time with him.
We don't know exactly what he thinks.
It could be
that
he has delusions
of reconquering Russian influence, if
not direct control
over the territories that broke away.
But, it's not going to happen.
Let's talk a little bit about this guy,
Nikolai Patrushev.
Nikolai Patrushev is probably not well
known to your listeners.
He's the head of Russia's Security
Council.
And so, you could probably call him the
second most important or second most
powerful man in Russia.
Certainly inside the regime.
Arguably, Navalny is the second most
important person in the country, and
we'll talk about that later, I'm sure.
of influence, it's
Yes, but but Patrushev
is
a version of Putin's right-hand man.
And Patrushev
has been giving interviews in the press.
You probably saw the interview with
Nezavisimaya Gazeta not that long ago.
He writes also his own blog-like
interventions in the public sphere
using
um the few channels that are left.
And what's interesting about Patrushev
and and this could well reflect similar
thinking to Putin's, which is why I'm
bringing this up,
is that he's got this conspiratorial
theory
that the West has been on a forever
campaign to destroy Russia. Just like it
destroyed the Soviet Union. And that
everything the West does is meant to
dismember Russia.
And that Russia is fighting an
existential battle against the West.
And so, for example, the CIA and
American government wanted to bring down
the Soviet Union.
Never mind that the Bush administration,
the first Bush, the father,
was trying desperately to hold the
Soviet Union together because they were
afraid of the chaos that might ensue and
the nukes that might get loose as a
result
of a Soviet collapse. And it wasn't till
the very last moment
where Bush decided, his administration
decided to back those Republican leaders
who were breaking away from Mikhail
Gorbachev and the Soviet Union, right?
So, never mind the empirics of it. Never
mind that Bill Clinton's administration,
following George Bush, sent boatloads of
money,
Western taxpayer money to Russia.
We don't know exactly how much because
it came from different sources. People
talk about how there was no Marshall
Plan. It was tens of billions of dollars
from various sources, from the IMF and
other sources.
And like it disappeared. It's gone. Just
like the German money that went to
Gorbachev for unification disappeared
even before the Soviet collapse.
The money disappeared, but the West sent
the money.
So, how is that a plot? And then you
could go all the way Obama's
administration, George Bush trying to do
business deals and reset the relations
and Obama administration trying to reset
the relations and
and and doing nothing after the Georgian
war and slapping
uh Putin on the wrist
following
the seizure forcible and you could go on
and you could go on all the way through
the Trump administration telling Putin
that he's right Trump believes Putin and
doesn't believe US intelligence about
Russian efforts to interfere in American
domestic politics. So, despite all the
empirics of it you have Patrushev and
likely Putin
talking about this
multi-decade Western conspiracy to bring
Russia down.
At the same time as that's happening,
the Germans are voluntarily increasing
their dependence on Russian energy.
Voluntarily increasing their dependence
on Russian. So, here's the conspiracy to
bring Russia down.
The French who
fantasize about themselves as a
diplomatic superpower
are constantly the French leaders are
constantly running to the Kremlin to ask
what Russia needs, what concessions from
the West Russia needs to be feel to feel
respected again.
The British provide all manner of money
laundering and reputation laundering
services for the whole Russian oligarchy
including the state officials
who are looting the state and using the
West British institutions to launder
their money. So, all of this is
happening and yet Patrushev imagines
this conspiracy to bring Russia down by
the West. And so, that's what we've got
in the Kremlin again. Stalin had that
same conspiratorial mentality of the
West.
Everything that happened in the world
was part of a Western conspiracy
directed against the Soviet Union and
now directed against Russia, even though
the West is trying to appease, the West
is offering its services, the West is
trying to change Russia through
investment in a positive way, but but
but instead the West is what's changing.
The West is becoming more corrupt.
Western services are being corrupted by
the relationship with Russia.
So, so you have to ask yourself, who are
these people in power in the Kremlin who
imagine
that while they're availing themselves
of every service
and every blandishment of the West,
while they're availing themselves of
this,
that
they're fighting a conspiracy by the
West to bring them down.
So, this is what they call
the
abizhaniya,
right?
in Russian, which is a term, as you
know,
that means those who are resentful or
you might call them the losers, the
losers in the transition.
So, when the Soviet Union fell
and there was a diminishment of a very
substantial diminution in Russian power
and influence in the world,
a lot of people lost out.
They weren't able to steal the property.
They weren't able to loot the state in
the '90s.
And they were on the outside.
They gradually came back in.
They were the losers in the transition
domestically.
And for them,
right? They wanted to reverse
being on the losing side. And so, they
began to expropriate, to steal the
money,
steal the property from those first
thieves who stole in the '90s.
And the 2000s and on have been about
restealing, taking the losers in the
transition, taking the money from the
winners,
and reversing this resentment, this
loser status. Those are your Patrushevs
and your Putins.
But at the same time, this blows out to
let's reverse the losses being on the
losing side, the roiling resentment at
the decline of their power
internationally. Let's try to reverse
that, too.
So you have a profound psychological
uh
whole generation of people who are on
the losing end domestically and reverse
that domestically. That's what the Putin
regime is about. Remember Mikhail
Khodorkovsky's
Yukos.
Remember all the companies that are now
owned by Putin cronies because they were
taken away from whoever stole them in
the first place.
And now they're trying to do that on the
international scale.
It's one thing to put domestic opponents
in jail.
It's one thing to take away someone's
property domestically.
But you're not going to reverse the
power of the West with the diminished
Russia
that you have.
And so that project, that Patrushev
project, which we see him expressing
again and again.
He speaks about it publicly. It's not
something that we need to
uh go looking for it.
A quest, a secret, we can't find it,
what are they thinking? It's right there
in front of our face. And Putin has
spoken the same way for a long time.
People point to the 2007
speech at the Munich Security Conference
that Putin delivered and certainly your
listeners could use a snippet or two of
that just like they could use a couple
of quotes from Patrushev to to
contextualize what we're talking about.
But it predates the 2007 Munich speech.
The reaction to Ukraine's uprising in
2004
attempt to
uh steal the election inside Ukraine,
right? Which the Ukrainian people rose
up valiantly against and risked their
lives and overturned, right? So there
were public statements from Putin
already back then. The the statements
about Khodorkovsky in 2003 when he was
arrested and expropriated. This is a
long-standing
psychological
deep deeply psychological issue which is
about managing Russian power in the
world as I was saying, the gap with the
West, but has this further dimension of
feeling like losers and wanting to
reverse that. That's their life
experience.
Obizhennye. So there's that resentment
that fuels
uh this narrative uh fuels this
geopolitics and
um internal policy. But so resentment is
behind some of the worst things that
have been ever been done in human
history. Hitler was probably fueled by
resentment. So resentment is a really
powerful force, yes.
Uh just to
maybe not push back, but to give fuller
context on the West. You said the
there's a narrative
uh from from Putin's Russia that the
West is somehow an enemy. You position
everything against the West.
But is there degree and to what degree
is the West willing to feed that
narrative? That it's also convenient for
the West to have an enemy. It seems like
in the place in the span
It seems like in geopolitics
having an enemy
is um useful for forming a narrative.
Now, having an enemy for the basic
respect of humanity is not good. But in
terms of maintaining power, if you're a
leader in the game of geopolitics, it
seems to be good to have an enemy. Uh it
seems to be good to have something like
a Cold War. We can always point your
finger and says all our actions are
fighting this evil, whatever that evil
is. It could be like with uh George W.
Bush, the war on terror. Uh terrorism is
this evil. You can always point at
something. So, you've made it seem that
the West is trying. There's a lot of
forces within the West that are trying
to reach out a friendly hand, trying to
help, sending money, uh sending
compassion, trying to sort of
Trying to integrate Russia into global
institutions.
Exactly.
Which was a long-standing multi-decade
effort across multiple countries and
multiple administrations in those
countries.
But is there also warmongers in the West
that are trying
Lex. Of course, you're right about that.
But let's put it this way. People talk
about the Cold War.
And they usually looking to assign blame
for the Cold War as if it's some kind of
mistake, a misunderstanding,
or a search for an enemy that was
convenient to rally domestic politics.
So, Lex,
there's a coup in Czechoslovakia and
somebody installs a communist regime in
February 1948.
No reaction to that? That's just okay?
There's a blockade of Berlin.
Is that cool by you? Where they try to
strangle West Berlin so that they can
swallow West Berlin and add it to East
Berlin. You cool with that?
How about
Korean War, invasion of No- North Korea,
invasion of South Korea by North Korea.
You cool with that?
How about the murders and the show
trials up and down Eastern Europe in the
late '40s after the imposition of the
clone regimes? You good with that?
Yeah, it's very convenient to have an
enemy. I agree with you. But, you know,
there was some actions, Lex. There was
some threats to people's freedom.
There was some invasions. There was some
aggression and violence on a mass scale,
like collectivization of Eastern Europe.
We could go on, Lex, with the examples.
I'm just giving a few of them. And so,
the Cold War was not a mistake. It was
not a misunderstanding.
We don't have to blame someone for the
Cold War. We have to give credit for the
Cold War. The Truman administration
deserves credit for standing up to
Stalin's regime. For standing up to
these actions.
For saying, "Yeah.
We're not just going to take this. We're
not going to let this go on. We're not
going to let this expand to further
territories. We're going to create the
NATO alliance. And we're going to rally
democratic liberal regimes to stand up
to this illiberalism, this violence, and
this aggression." And so, yeah, Lex, it
it's always convenient to have an enemy.
But, there was an enemy.
Nikolai Leonov, who recently died, he
died in April
2022, and he had a major funeral. He was
the last
um head analyst of the Soviet KGB.
And Leonov is one of the most important
figures for understanding the Soviet
collapse. And he has the best memoir on
the Soviet collapse, which is known in
Russian as likho let'ya.
You will understand that. And and and
you'll help your
your podcast listeners understand
there's a singularity to that kind of
expression, likho let'ya.
Leonid just died, but one of the things
he and in fact the people who were
supposedly arrested
by Putin
as scapegoats for the Ukraine war the
main one, Sergey Beseda
gave the eulogy at Leonid's funeral in
April 2022
showing that it's a lie that all of
these people have been arrested and
purged and and all the nonsense in
social media.
But to get back to what Leonid said and
get back to your enemy point.
Leonid said, you know, the West spent
all this time blackening the image of
the Soviet Union. All these resources
and propaganda
and covert operations to blacken the
Soviet image. And they did, Lex. The
West did do that. And then Leonid wrote
in the next sentence and you know what?
We gave them a lot of material to work
with to blacken our image.
Yeah, that So, the you're saying a kind
of sobering reality which it is possible
to some degree to draw a line between
the good guys and the bad guys.
Freedom is better than unfreedom, Lex.
It's a lot better than unfreedom and a
guy like you understands that really
well.
Well, so yes, uh but those are all, you
know, there's words like justice,
freedom
um
what else? Love. You can use a lot of
words that Hitler himself used to
describe uh why he is actually creating
a better world than the those he's
fighting. So, some of it is propaganda.
The question is on the ground, what is
actually increasing the amount of
freedom in the world?
Institutions, Lex, right? We're not
talking about propaganda here. When we
use words like freedom,
we're talking about rule of law.
We're talking about protection of civil
liberties. We're talking about
protection of private property.
We're talking about an independent and
well-funded judiciary. We're talking
about an impartial, non-corrupt,
competent civil service. We're talking
about separation of powers, where the
executive branch's power is limited,
usually by an elected parliament. In
fact, yes, let's talk about elections.
Let's talk about freedom of speech and
freedom of the public sphere.
We're not talking about freedom as a
slogan here. We're talking about a huge
array of institutions and practices and
norms, ultimately, right? And if they
exist, you know and you live under them.
And if they don't exist, you fully
understand that as well,
right? Ukraine
was a flawed democracy
before Russia invaded.
It's utterly corrupt,
many ways dysfunctional, especially the
elites were dysfunctional.
The gas industry in Ukraine was
absolutely terrible because of the
corruption that it generated. The
oligarch problem, a handful of people
stealing the state resources. And yet
Ukraine had an open public sphere,
and it had a parliament that functioned.
And so, despite its flaws,
it was still
a democracy. The regime in Moscow, you
can't say that, Lex.
It's not a comparable regime to Ukraine.
You could say, "Oh, well, there are
oligarchs in Ukraine and there are
oligarchs in Russia. There's corruption
in Ukraine, there's corruption in
Russia. So, really what's the big
difference? And the answer is, well,
Ukraine had the open public sphere.
Ukraine had a real parliament. Can you
call Russia's Duma
a real parliament? I don't think so.
I don't think you can. Can you say that
there were any checks whatsoever on the
executive branch
in Russia? Can you say that the Russian
judiciary had any independence
or really
full level of competence even compared
to the Ukrainian judiciary, which was
nothing to brag about? No, you can't say
that, Lex.
So, we can differentiate
between
the very flawed, corrupt, oligarch
oligarchic democracy in Ukraine
and the very corrupt, oligarchic
autocracy in Russia. I think that's a
fair distinction.
Yeah, we should say that Russia and
Ukraine have the great honor of being
the number one and the number two most
corrupt nations in Europe by many
measures. But, there is a fundamental
difference as you're highlighting. Uh
Russia is a corrupt autocracy.
Ukraine, we can say is a corrupt
democracy.
And um to that level there's a there's a
fundamental difference.
Ukraine is not murdering
its own journalists
in systematic fashion. If journalists
are killed in Ukraine, it's a tragedy.
If journalists are killed in Russia or
Russian journalists are killed abroad,
it's regime policy.
And the degree to which a nation is
authoritarian
means that it's suffocating its own uh
spirit, its capacity to flourish, its uh
we're not just talking about
um
sort of um the the freedom of the press,
those kinds of things, but basically all
industries um get suffocated and you're
no longer being able to Yeah, flourish
as a nation, grow the the production,
the GDP, the scientists, the art, the
culture, all those kinds of things.
Yes, Lex, you're absolutely right. And
so,
before the invasion, the full-blown
invasion of February 2022 into Ukraine,
because as you know, the war has been
going on for many years at a lower level
compared to what it is these days, but
still a tragic war with many deaths.
Prior to February 2022,
before this latest war, we could have
said that the greatest victims of the
Putin regime are Russian
domestic.
That the the people who are suffering
the most from the Putin regime
are not sitting here in New York City,
but in fact are sitting there in Russia.
Now, of course, with the invasion of
Ukraine and and really the
atrocities
that have been well documented and more
are being investigated,
uh it
we can't easily say anymore that
Russians are the greatest victims of the
Putin regime.
But in in ways other than bombing and
murdering civilians, children, mothers,
grandmothers, grandfathers,
after you include that,
then, of course, the larger number of
victims of the Putin regime are not
Ukrainians, but ultimately Russians. And
And there's how many of them now that
have fled?
So, your powerful, precise, rigorous
words
are uh standing in a
uh stark contrast, I would say, to my
very recent conversation with Oliver
Stone. And I would I would love you to
elaborate to this agreement you have
here with his words, maybe words of
people like uh John Mearsheimer.
The idea is that Putin's hand in this
invasion of 2022 was forced by the
expansion of NATO.
The imperialist imperative
of the United States and the
the NATO forces.
Um
you disagree with this point.
In terms of placing the blame
somehow on the invasion on
of forces larger than the particular two
nations involved, but
more on the geopolitics of the world
that's driven by the most powerful
military nation in the world, which is
the United States.
Yeah, Alex, so let's imagine
that um a tragedy's happened here in New
York and a woman got raped.
We know the perpetrator.
They go to trial
and Oliver Stone gets up and says, "You
know what?
The woman was wearing a short skirt
and there was no option what for the
rapist to rape her.
The woman was wearing lipstick
or the woman was applying for NATO
membership and just had to be raped.
There's I mean
didn't want to rape her,
but was compelled because of what she
was doing and what she looked like and
and the clothes she was wearing and the
alliances that she was under
international law signed by Moscow, all
the treaties,
that sovereign countries get to choose
whatever alliance they belong to.
A treaties that the UN Charter signed by
Russia, Soviet Union.
The 1975
Helsinki
agreement signed by the Soviet Union.
The 1990 Charter of Paris for a New
Europe signed by the Soviet Union. The
1997 NATO-Russia Founding Act signed by
the Russian government, the post-Soviet
Russia. All of those documents signed by
either the Soviet regime or the Russian
regime, which is the legally recognized
international inheritor, right?
Successor of the Soviet state. All of
those agreements are still in force, and
all of them say that countries
are sovereign and can freely choose
their foreign policy and what alliances
they want to join. Let's even go farther
than that. I mean,
you don't have to go farther than that,
but let's go farther than that, Lex.
Is an autocratic repressive regime that
invades its neighbors in the name of its
own security something new in Russian
history? Did we not see this before?
Is this
Does this not predate NATO expansion?
Does this not predate the existence of
NATO?
Would Oliver Stone sit here in this
chair and say to you, you know,
they had to impose serfdom in the 17th
century
because NATO expanded. They had no
choice. Their hands were tied. They were
compelled
to treat their own population like
slaves because, you know,
NATO expanded. I mean, I could go on
through the examples of Russian history
that predate the existence, let alone
the expansion of NATO,
where you have behavior, policies,
actions very similar to what we see now
from the Kremlin. And And you can't
explain those by NATO expansion, can
you?
And so, that argument doesn't wash for
me because I have a pattern here that
predate NATO expansion. I have
international agreements, founding
documents signed
by the Kremlin over many, many decades
acknowledging the freedom of countries
to choose their alliances and then I
have this problem where when you rape
somebody it's not because they're
wearing a short skirt it's because you
have raped them.
You've committed a criminal act Lex.
This
I think there's a lot of people
listening to this that will agree to the
emotion the power and the spirit of this
metaphor. I was struggling to think how
to dance within this metaphor because it
feels like it wasn't precisely the right
one but I think that it captures the
spirit.
Um
I'm not suggesting Lex that everything
the West has done
has been honorable or intelligent.
Fortunately we live in a democracy we
live in liberal regimes we live under
rule of law.
Liberal in the classical sense of rule
of law.
Not liberal in the leftist sense.
We live in places like that and we can
criticize ourselves and we can criticize
the mistakes that we made or the policy
choices or the inactions that were
taken.
And there are a whole lot of things to
answer for.
And and and you can now discuss the ones
that are your favorites
the dishonor or the mistakes
and and I could discuss mine and we
could spend the whole rest of our
meeting today
discussing the West's mistakes and
problems.
And we won't end up in prison for it.
Yeah Lex and so that's I'm thankful for
that and I'm thankful that people may
disagree and that people make the
argument that NATO expansion is to
blame.
But but you see I'm countering two
arguments here.
I'm countering one argument which is
very deeply popular pervasive about how
Russia has this cultural tendency to
aggression.
And it can't help but invade its
neighbors, and it does it again and
again, and it's eternal Russian
imperialism.
And you have to watch out for it. This
very popular argument in the Baltic
states. It's really popular in Warsaw.
It's really popular with the liberal
interventionists, and it's it's very,
very popular with those who were part of
the Iraq War squad that got us into that
mess.
So, I'm against that, and the reason I'm
against it is because it's not true.
It's empirically false. There is no
cultural trait,
inherent tendency for Russia to be
aggressive. It's a strategic choice that
they make.
Every time is a choice made. It's not
some kind of momentum. Every time is a
choice that we should judge for the
choice that it is, for the decision.
And and therefore they could make
different choices. They could say, "We
don't have to stand up to the West. We
don't have the capabilities to do that.
We can still be a great country. We can
still be a civilization unto itself. We
can still be Russia.
Uh we can still worship in Orthodox
cathedrals, or
we can still be ourselves,
but we don't have to pursue this
chimerical pursuit, this elusive quest
to stand up to the West and be in the
first ranks of powers. So, I'm
countering that argument. I'm saying
it's a it's perpetual geopolitics. It's
a geopolitical choice rising out of this
dilemma of the mismatch between
aspirations and capabilities. It's not
eternal Russian imperialism.
And I'm also countering the other
argument here, Lex, which is to say that
it's the West's fault.
It's Western imperialism. I very popular
on the left, very popular with realist
scholars, very popular with some of the
people recently on your podcast.
And so, it's neither eternal Russian
imperialism, nor is it Western
imperialism, right? The mere fact that
the West is stronger than Russia is not
a crime on the part of the West. It's
not a crime
that countries voluntarily want to join
the West. They beg to get in. Either the
EU or NATO or other bilateral alliances
or other trade agreements, those are
voluntarily entered into. And and that's
not criminal. If the West's sphere of
influence, which is open, an open sphere
of influence,
which as I say, people voluntarily join,
if that expands, that's not a crime, nor
is that a threat to Russia ipso facto.
Right? NATO is a defensive alliance, and
the countries are largely pacifist who
are members of NATO.
And NATO doesn't attack, it defends
members if they are attacked.
And so, the idea that Ukraine, which had
the legal right, might want to join
NATO and the EU, which was not going to
happen in our lifetimes and was not a
direct threat to the Putin regime since
it was not since
the
Western countries that make up the EU
and NATO
uh
decided that Ukraine was not ready for
membership. There was no consensus. It
was not going to happen, but it's
Ukraine's free choice to express that
desire.
And if your government is elected by
your people, freely elected,
meaning you can unelect that government
in the next election,
and that government makes foreign policy
choices on the basis of its perceived
interests,
that's not a crime, Lex. That's not a
provocation. That's not something that
compels the leader of another country to
invade you.
Right? That is legal under international
law, and it's also a realist fact of
life. The realists to tell you, you
know, that
um uh Russia here was the was uh
disrespected, Russia's interests were
not taken into account, etc. etc. But,
the real world works in such a way that
treaties matter, that international law
matters. That's why people like me were
not in favor of the US 2003 invasion of
Iraq, Lex, because it wasn't legal, in
addition to the fact that we thought it
might backfire.
But, you know, Lex,
like I said, there are a lot of things
about the West that we ought to
criticize as citizens, and we do
criticize.
But, but we have to be clear about where
responsibility lies
in in these events that we're talking
about today.
So, you get to trouble, it's largely uh
erroneous to think about both the West
or the United States
from an imperialist perspective and
Russia from an imperialist perspective.
It's better, clearer to think about each
individual aggressive decision on its
own as a choice that was made. So, let's
talk about the most recent choice made
by Vladimir Putin.
The choice to invade Ukraine or to
escalate the invasion of Ukraine on
February 24th, 2022.
Now, we're a few months removed
from that decision, initial decision.
Why do you think he did it? What are the
errors
in understanding the situation, in
calculating the outcomes, and um
everything else about this decision in
your view?
Yeah, Lex, when you don't when a war
doesn't go well, it looks like
lunacy to have launched it in the first
place.
Does it ever go well?
War never goes according to plan.
All war is based upon miscalculation.
But not everybody is punished for their
miscalculation.
All aggressive war we're talking about,
not defensive war,
is based upon miscalculation.
But you can adjust. You can recalibrate.
You know, when when you're driving down
the road and that very annoying voice is
telling you in in a thousand
uh uh
feet, make a right.
Yeah.
And you failed to make a right, it
recalibrates, right?
Yeah.
It tells you, okay, now, you know, go uh
turn around or U-turn or make a left. It
doesn't say you're an idiot and turn
around and make a U-turn, but it does
recalibrate.
So, you can miscalculate and the problem
is not the miscalculation usually, it's
the failure to do that adjustment.
Right?
People I know who are hedge fund
traders,
they I ask them, you know, what's your
favorite trade? And the line from them
all, and this is a cliché, is, my
favorite trade is when I made a mistake,
but I got out early
before all the carnage. So, it their
favorite trade is not when they made
some brilliant choice,
but it's when they miscalculated,
but they reduced the consequences of
their miscalculation by recalibrating
quickly, right?
So, let's talk about the calculation and
miscalculation of February.
Let's imagine, Lex, that you've been
getting away with murder.
I don't mean murder in a figurative
sense.
I mean you've been murdering people.
You've been murdering them domestically,
and you've been murdering them all
across Europe. And you've been murdering
them not just with, for example,
a car accident, a staged car accident,
or using a a handgun.
You used Novichok.
Or you used some other
internationally outlawed chemical
weapon.
And let's imagine that you did it and
nothing happened to you.
It wasn't like you were removed from
power. It wasn't like you paid a
personal price. Sure, maybe there was
some sanctions on your economy, but you
didn't pay the price of those sanctions.
Little people paid the price of those
sanctions. Other people in your country
paid the price.
Let's imagine not only were you
murdering people literally,
but you decided
to
uh
entice the idiotic ruler of Georgia
into a provocation
that you could then invade the country.
And you invaded the country and you bit
off these territories of Abkhazia and
South Ossetia.
And what price did you pay for that?
And then you decided, you know, I think
I'll now invade Crimea and forcibly
annex Crimea.
And I'll
instigate an insurrection in the Donbas
and eastern Ukraine in Luhansk and Let's
imagine you did all that and then you
had to stick out your wrist so that, you
know,
it could be slapped a couple of times.
And you said, you know, I can pretty
much do what I want.
They're putting a few sanction here and
there and they're doing this and they're
doing that and and you know what?
They're more energy dependent on me than
before. I got better money laundering
and reputation services than anybody
has. Maybe it's the Middle East and the
Chinese would disagree with you that
that you have better than them, but
yours are pretty good. And the Panama
Papers get released revealing
all of your offshoring and your
corruption and and what happened?
Nothing happens, Lex. So, the first and
most important consideration here is in
your own mind,
you've been getting away with murder
literally
as well as figuratively. And you think,
you know, I probably can do something
again and get away with it.
And so the failure to respond at scale,
in fact, the indulgences,
the further dependencies that are
introduced, the illusion that trade is
the mechanism to manage authoritarian
regimes.
You know, that great a German cliche,
a Wandel durch Handel,
right? Change through
trade or transformation through trade,
one of Angela Merkel's favorite
expressions, right? You're You're going
to get the other side
to be better
rather than confront them
in a Cold War fashion, where you stand
up to their aggressions and you punish
them severely in order to deter further
behavior. So that's the first and most
important part of the calculation
miscalculation. There are a lot of other
dimensions.
So can we pause on that really quick?
So this is kind of idea of it's okay to
crack a few eggs to make an omelet,
um which is a more generous description
of what what you're saying.
That uh you don't incorporate into the
calculation
the amount of human suffering that the
decisions cause,
but instead you look at sort of
the success based on some kind of
measure for you personally and for the
nation
in not in terms of in the humanitarian
sense, but in some kind of economic
sense and a power geopolitical power
sense.
Yeah.
You're not sentimental, Alex.
You say to yourself,
the cause of Russian greatness
is greater than any individual life.
Russia being in the first rank of the
great powers, Russia realizing its
mission
to be
a special country with a special mission
in the world, a civilization unto
itself.
The first rank of the great powers,
maybe even the greatest power. That's
worth
the price that we have to pay,
especially in other people's lives,
right?
We have a lot of literature on the Putin
regime, which talks about the
kleptocracy.
The place is a kleptocracy, and it is a
kleptocracy.
We all can see that,
and anybody in London living the high
life servicing this kleptocracy can
testify that it's a kleptocracy. And not
only in London, of course, right here in
the United States, in New York.
But, you know, it's not only a
kleptocracy, Lex.
That was the problem of the Russian
studies literature.
It wasn't just about stealing, looting
the state. It was about Russian
greatness. You see those rituals in the
Kremlin,
right in the Grand Kremlin Palace, in
the St. George's Hall,
some of the greatest interiors in the
world.
And you see award ceremonies, and you
see marking holidays, and all of these
looters of the state have their uniforms
on with their medals,
and someone's giving a speech or singing
a ballad, and their eyes are moist.
Their eyes are moist
because they're thieves and looters? No,
Lex. Because they believe in Russian
greatness.
They have a deep and fundamental
passionate commitment to the greatness
of Russia,
which, in unsentimental fashion, they're
all sentimental to the max. That's why
they're
their eyes are moistening, but they
imagine unsentimentally that any
sacrifice is okay, a sacrifice of other
people's lives.
A sacrifice of their conscripts in the
military, a sacrifice of Ukrainian women
and children and elderly. That's a small
price to pay for those moist eyes about
Russian greatness and Russia's position
in the world.
Well, that human thing, that
sentimentality is a thing that can get
us in trouble in the United States as
well and lead us to wars that are legal
wars and so on. But the United States
deserve repercussions
for breaking the law. Uh you're going to
pay for legal wars in the end. You're
saying that in authoritarian regimes the
sentimentality can really get out of
hand and you can by charismatic leaders
they can take that to manipulate the
populace to make uh to that in in the
span of history led to atrocities
and uh in today's world lead to
humanitarian crises.
It's not just a kleptocracy, it's a
belief system. It's passion, it's
conviction. It's It's It's
You can call them illusions, you can
call them fantasies, whatever you want
to call them, they're real. They're real
for those people. And so yes, they're
looting that very state that they're
trying to make one of the great powers
in the world. And they resent
the fact that the West doesn't
acknowledge them as one of those great
powers. And they resent that the West is
more powerful.
People talk about how Putin doesn't
understand
the world and that he gets really bad
information. Lex, if you're sitting
there in that Kremlin
and you're trying to conduct business in
the world and you're getting reports
from your finance minister or your
central bank governor,
your whole economy, everything that
matters, somehow all your trade is
denominated in dollars and euros.
Do you have any illusions about who
controls the international financial
system? I don't think so, Lex.
You looking over your industrial plan
for the next year,
and you're looking over how many tanks
you're going to get, and how many cruise
missiles you're going to get, and how
many submarines you're going to get, and
and and and fill in the blank. And you
know what?
It says right there in the paperwork
where the component parts come from,
where the software comes from. Comes
from the West, Lex.
Your whole military industrial complex
is dependent on high-end Western
technology.
And then and let's and let's say you're
in Beijing, not just in Moscow. And you
go to a meeting in your own
neighborhood.
You're the leader of China.
You go to a meeting with other Asian
leaders.
Do they all speak in Chinese with you?
No, Lex. They don't speak Chinese.
You go to an international meeting as
the leader of China, and guess what
language is the main language of
intercourse?
Yes, the same one you and I are speaking
right now.
And so you live in that world. You live
in the Western world, and it's very hard
to have illusions about what world you
live in
when you're under that you need those
Western banks. You need that foreign
currency, right? You need that high-end
Western technology, that technology
transfer. You're speaking or you're
forced to speak or your minions are
forced to speak at international
gatherings in English. And and and I
could go on. All the indicators that you
live in and so Putin lives in that
world. He's no fool.
Well, to push back, isn't it possible
that as you said, the minions operate in
that world, but can't you, if you're the
leader of Russia or the leader of China
or the leader of these different
nations, um
still put up walls where actually when
you think in the privacy of your own
mind, you exist not in the international
world, but in a world where there's this
great Russian empire or this great
Chinese empire. Yes. And and then you
forget that there's English, you forget
that there's technology and iPhones, you
forget that there's all of this uh
US keeps popping up on all different
paperwork that just becomes the blurry
details that dissipate because what
matters is the greatness of this dream
empire that I have in my mind as a
dictator.
I would put it this way, Lex.
After you absorb all of that
from your minions and and it impresses
upon your consciousness where you live.
You live in a Western-dominated world.
That the multipolar world doesn't exist.
Your goal is to make that multipolar
world exist. Your goal is to bring down
the West.
Your goal is for the West to weaken.
Your goal is a currency other than the
dollar and the euro.
Your goal is is an international
financial system that you dominate. Your
goal is technological self-sufficiency.
Made in China 2035, right? Your goal is
a world that you dominate, not that the
West dominates. And you're going to do
everything you can
to try to attain that world,
which is a Russian-centric world or a
Chinese-centric world or what we could
call a Eurasian-centric world.
And it's not going to be easy, Lex, just
for the reasons that we're we enumerated
before.
But maybe you're going to get a helping
hand. Maybe the West is going to
transfer their best technology to you.
They're going to sell you their best
stuff.
And then you're going to absorb it and
maybe copy it and reverse engineer it
and and if they won't sell it to you,
maybe you'll just have to steal it.
Maybe the West is going to allow you to
bank even though you violate many laws
that would prohibit the West from
extending those banking services to you.
Maybe the West is going to buy your
energy and your palladium and your
titanium and your rare metals like
lithium because
you're willing to have your poor people
mine that stuff and die of disease at an
early age, but Western governments they
don't want to do that. Right? They don't
want to do that dirty mining of those
very important rare earths, but you're
willing to do that because it's just
people whose lives you don't care about
as an autocratic regime, right? So,
that's the world you live in where
you're trying to get to this other
world.
You're at the center of the other world.
You dominate the other world, but the
only way to get there, Lex,
is the West has to weaken,
divide itself, maybe even collapse. And
so, you're encouraging, to the extent
possible,
Western divisions, you know, Western
disunity,
a Western lack of resolve,
a Western mistakes and Western invasion
of the wrong country and and Western
destruction of its credibility through
international financial crises and
one could go on. So, the if the West
weakens itself through its mistakes and
its own corruption,
you're going to survive and maybe even
come out into that world
where you're the center. And so,
Russia's entire grand strategy, just
like China's grand strategy, Iran, it's
hard to say they have a grand strategy
because they're so
so profoundly weak.
But Russia's grand strategy is we're a
mess.
We don't invest in our human capital.
Our human capital flees or we actually
drive it out. It goes to MIT.
Like you did. Or it goes to fill in the
blank, right? Well, we can't invest in
our people. Our health care is terrible.
Our education system is in decline.
We don't build infrastructure, Lex.
We don't improve our governance. We
don't invest in those attributes of
modern power that make the West
powerful.
We can't because when we try, the money
is stolen.
We try these grandiose projects of
national projects they're called. We're
going to invest in higher ed. We're
going to invest in high-tech. We're
going to build our own Silicon Valley
known as Skolkovo. We're going to do all
those things and what happens?
They can't even build an airport without
the money disappearing. The Sochi
Olympics, Lex.
It cost them officially cost them 50
billion dollars. You look around at the
infrastructure that endured from that 50
billion dollar expense.
And you're thinking, you know, that's
like the Second Avenue Subway. You get
almost nothing for your money.
And so yeah, it's corruption, Lex. But
it's also because they don't want to do
that.
They don't want to invest in their
people.
They couldn't do it if they wanted to
and when they try, it doesn't work.
But why invest in your own people?
Invest in your hardware, your military
hardware.
Right? Invest in your cyber
capabilities.
Invest in all your spoilation techniques
and your hard power.
And invest in cur- further corrupting
and further weakening and further
dividing the West.
Because as I said, if the West is weak,
divided, lacking resolve,
you don't invest in your people, you
don't build infrastructure, you don't
improve your governance, but you'll
muddle through.
That's Russian grand strategy.
So, invest in the hard power,
weaken the West, those combined together
means you're going to be incentivized to
escalate any military aggressive
conflicts
that are around you or create new ones
or just
If you can get away with murder. But
what happens, Lex, if it's a Harry
Truman-like response?
What happens if somebody says, you know,
we're going to stand up to this?
We're not going to allow this to happen.
We're not going to launder your money
anymore.
We're not going to be dependent on you
for energy in the long term. We're going
to make a transition.
We're going to punish you for that kind
of behavior instead. And And And the
West has now switched to that only
because
of the
courage and ingenuity of the Ukrainian
people. The Ukrainian resistance
to Russian aggression
was one of the greatest gifts the West
has ever received.
The sacrifices that the Ukrainians are
making
right now as we speak,
meaning they're fighting a war
by themselves against a major military
power, their neighbor Russia.
Nobody's fighting it with them. Yes, we
are giving them weapons so they can
conduct self-defense, which by the way
is legal under international law.
Unlike the Russian invasion, which is
illegal under international law.
Western supply of weapons, including
heavy weapons, including offensive
weapons to Ukraine for its self-defense
in the invasion by Russia, is actually
legal under And so,
thank God the Ukrainians
surprised everybody.
They surprised me. They surprised Putin
in the Kremlin. They surprised the Biden
administration. They surprised the
European Union.
Not with the fact that they would
resist.
We knew that.
We had the Orange Revolution in 2004. We
had Maidan in 2013-14
where they rose up against
a domestic tyrant.
And they were willing to die on behalf
of their country. Let alone against a
foreign tyrant invading their country,
right? So, we knew they would resist. We
didn't know just how successful,
certainly I didn't know, they would be
on the battlefield. It's been
breathtaking to watch. That sacrifice,
that gift
enabled the West to rediscover itself,
to rediscover its power, to revive
itself, to say, "The hell with this
energy dependence in the long term. The
hell with this money laundering and
reputation laundering.
The hell with this running back and
forth to Moscow to try to see what Putin
needs in order for him to feel
respected, what appeasement he needs,
right? So, so
we'll see if it endures.
But this shift comes from the
Ukrainians. And so, it's no longer
getting away with murder, Lex. And we
thank the Ukrainians for that.
The people and the leadership and uh
the the separate factions that make up
Ukraine uniting. The it's the
unification, the uniting against the
common enemy.
Yes. And standing up
before anyone knew that they would be
backed by all of these other nations, by
this money and all this kind of stuff.
Standing there especially with the
President Zelenskyy where it makes uh
total sense to flee.
He stood his ground. And
Let's take that point that you just
raised, which is a deep and fundamental
point. And I thank you for that.
Do you Do you guys hear that? That was I
think that was a compliment. There we
go. Let's go.
Lex
Zelenskyy unification, what do you say?
here in front of you.
Thank It's an honor.
And And it's a mutual honor.
So, um
Ukraine before the war is run by a TV
production company.
Right? You're one guy running this
fantastic, incredible podcast.
Yeah.
There's 20 guys or so running a country
the size of Ukraine.
Yeah.
And And one's a producer, and one's like
a makeup person, and one's a a video
editor, and And they're fantastically
talented people.
If your country is a TV production.
Mhm.
So, before the war, Zelenskyy had what?
25% approval rating.
And he couldn't get much done, and it
wasn't working. He got elected with 73%
as you know, and then he was down to 20
That's a pretty big drop.
And so, you're thinking maybe having a
major, large-size, 40 million-plus
population European country run by a TV
production company is not the best
choice.
And then what do we see?
We see President Zelenskyy decides
to risk his life on behalf of his
country, Ukraine. He decides to stay in
the capital.
He's not going to flee.
He They're going to stay and fight.
And he could be killed. He can die. It's
a decision where he put his life on the
line.
Obviously,
he's Jewish descent,
Russian-speaking
childhood and upbringing,
Russian-speaking, Jewish descent puts
his life on the line for the country of
Ukraine.
It's a pretty big message, don't you
think?
And it's crucial.
And it turns out, not only that, Lex,
but they're good at TV.
They're good at information war.
And in a war
Yeah.
it's a TV production company and a TV
personality. Those That's exactly what
you want running a country.
Because they're crushing in the
information war. And he's spectacular.
European Parliament, US Congress,
Israeli Parliament, there's no room on
Zoom, let alone in person, that he can't
win over. He's just so effective. You
know, this is the first time reality TV
has been about reality
instead of fake. Reality TV is just this
completely fake nonsense. But Zelenskyy,
this is real reality TV.
And and and he means it.
And and the nation is behind him. And
and they're just as courageous and just
as ingenious in many ways. And it's
spectacular.
And so, yeah. Who saw that coming? I
didn't see that coming, Lex. In fact,
the Biden We talk about Putin's
miscalculation. The Biden
administration, as you alluded to,
offered him an exit from the country.
They didn't say, "You know, you want to
stand and fight, we'll back you." They
said, "We'll get you out. You want to
come now?" And famously, you know that
quote, right? What he said about how he
doesn't need a ride.
Remember that Yeah. moment? The Biden
administration was poised to do another
Afghanistan moment.
That ignominious exit from Afghanistan
Yeah.
was almost what happened in Ukraine when
Biden administration offered him that
ride out of there. And fortunately, he
declined and helped rally and the people
from below also rallied to stop the
invader without the presidency and
without the government in Ukraine,
saving the Biden administration and and
the European leaders
who latched on. Fortunately, they had
the presence of mind to latch on to this
gift, this this
bravery and ingeniousness of of
Zelenskyy and the rest of the Ukrainians
and flipped and decided to support
Ukraine's resistance.
You know, first with 5,000 helmets only
as the Germans initially promised and
now with really heavy weapons.
And so, that's something that wasn't
foreseen. I certainly didn't foresee
that. I foresaw the Ukrainian society
being courageous and resisting. But, I
didn't foresee a television production
company
being exactly what you want to run a
country in a war.
A president's
Zelenskyy
willing to sacrifice, lay down his life,
and rallying others in the country to do
that. And then the country being so
effective
not just at
a courage, but at battlefield resistance
to the Russian invasion. So, I stand
corrected by the Ukrainians and I'm
ecstatic that I didn't that I was wrong,
that I was proven wrong.
And like I said, there's clear factions
of the west and the east of Ukraine and
here's a person that like you said was
in the high 20s, low 30s percentage
approval
in the country before the war and now
was able to use
now.
90s.
He's in the 90% approval rating. I mean,
I I think they stopped doing
the uh
the polling. Once he hit 91% or whatever
it was in the previous poll, I think
they all understood that that for now
they didn't need any more polling.
That it's pretty clear the nation. So,
25% to 90-something percent.
And and that and just like the 25% was
deserved
the 90-something percent is also
deserved, fully deserved.
And the question is how that all
stabilizes. It feels
like this set of events
I may be paying attention to Twitter too
much,
which is a concern
uh
of mine whether uh the change I see is
just surface level or deep level. But it
seems like we're in a new world. Like
something dramatic has shifted.
That
um this power that's rooted I mean in
your study it
uh
of the 20th century is so deeply rooted
in history. There's this power center of
the world is now going to is has been
shaken by this event. And how that
changes the world is is unclear.
Uh it's unclear what lesson China learns
from watching this, what lesson India
learns from watching this. Both nations,
as far as you can get polls about
Chinese population, but both nations uh
largely support Putin.
So Russia, India, and China are still
supporting of Putin quietly.
I would maybe uh um
elaborate a little bit on that point,
Lex.
I think you're right. The The feeling
that we're in an inflection moment, you
know, an inflection point.
I think that's widespread. And I think
it's widespread for good reason. We
might be.
But I also share uh your um
let's say
modesty about where it's going.
And how hard it is to predict where this
might go.
It's only an inflection point if the
trends continue.
Right? If the trends endure.
There are plenty of non-inflection
points. After 9/11 the whole world
rallied around the United States after
it was attacked
after the
the bombing of the towers here in New
York City and the hitting of the
Pentagon.
And and that didn't last.
And it was not really an inflection
point, was it?
It felt like it might be, but it wasn't.
And so this is not a comparable moment
in in terms of what happened,
uh but it has the feeling that it might
be a watershed.
And maybe we'll squander it the way we
squandered the post-9/11
uh rallying around the United States.
Uh maybe we'll actually consolidate it
and it'll endure, or maybe it'll endure
despite ourselves.
And we can't tell and we can't know yet.
And it depends in part on what we do and
what we don't do.
But here's a few things that we
understand already.
The idea that the West was in decline
and that the rest of the world had risen
and was more powerful and that we lived
in a multipolar world,
that turns out to be empirically false.
It's not true.
I mean, it's just factually not true.
There are no major, important
multinational institutions,
organizations
that are run
on behalf of or led by
a South African,
a Nigerian,
person from India.
Even the Chinese
don't run these institutions. They would
like to and they're trying,
but they don't.
And so whatever you pick, the IMF, the
World Bank,
the Federal Reserve, which is the most
powerful multinational institution,
which is actually
only a domestic institution and doesn't
have
a legal mandate to act multilaterally,
but does.
It's got the most power of any
institution in the world.
NATO,
the bilateral alliances that the US has
up and down Asia.
What organizations
that have tremendous leverage on the
international system, on the
international order, are non-Western?
The UN is the most encompassing,
and of course we know that the five it
has five members of the Security Council
with a veto,
one of which is Russia, one of which is
China, and the others are the US,
Britain and France, not India,
not South Africa,
not Indonesia, not all of these other
countries where the people live,
right? The bulk of the population of the
world.
And where the population is growing,
like on the African continent.
So, it's not a multipolar world.
We talked already about the
international financial system.
That's the Western, not multipolar. We
talked about the US military and NATO.
Well, we could talk about the Japanese
military, which is just very formidable,
enormous number of platforms.
Even the Australian military we could
talk about, Lex, right?
And so, it's a Western dominated world.
And the West, remember, is not a
geographic concept, it is an
institutional and values
club.
The Japanese are not European, but
they're Western.
Just like Russia is European, but not
Western.
Cuz European is a cultural category, and
Western is an institutional category,
where you have rule of law, and
separation of powers, and free and open
public sphere, and dynamic open market
economy, and
Okay.
And then we have another thing which is
pretty clear.
The West is powerfully resented,
powerfully envied, and admired
simultaneously.
P.J. O'Rourke,
the comedian who died this year,
fantastic. It was a big loss for the
culture.
He said there are two things that are
always characteristic of any American
embassy abroad.
One is a political protest outside,
and the other is the longest line you've
ever seen
for visas.
And those things are true
simultaneously.
And that's the world we live in. Meaning
that non-Western countries
envy and admire the West, but they also
resent the power of the West.
Western hypocrisy,
right? The West invades countries when
it wants, but when others do that, it's
illegal.
Right? The West
uh arrests you for
money laundering, but it's Western money
laundering that's is where you go when
you need to launder money, right? So,
they see the hypocrisy, they see the
excessive power
that the West has,
and they resent it.
And they say, "You Who elected you to
run the world?
We have a billion plus people, or we
have
a 200 plus million people, and we don't
have a say.
You're the self-appointed guardians of
our world. Who did that?" And so, it's
incumbent on the West not only to
remember
the power that it has,
but also to exercise that power legally
and with restraint,
and also to think about how it can
expand institutions
to be more encompassing
so that other parts of the world are not
on the outside
being dictated to
but instead are on the inside. Too often
right?
Western power
is not consultative
in a decision-making fashion.
It's consultative after the fact.
Okay, you know, we got together in the
EU or we got together in NATO or we got
together at the Federal Reserve and
here's our decision.
And we're announcing it today.
And so your economy gets destroyed
because the Federal Reserve decides it
has to raise interest rates.
Or you now uh
go into default. You can't pay your debt
because Western banks lent you money
and now the West has changed interest
rates or or other considerations.
And you're in big trouble now. And so
this is something which we failed to
address.
It's very hard to address. It's very
hard to reform international
institutions. It's very hard to share
power.
It's very hard to acknowledge that you
have too much power
and that maybe having too much power
is not good not only for the rest of the
world but for yourself.
And so it's great to rediscover the West
and rediscover its values and rediscover
its authority and credibility and power.
But it's that's not sufficient. So we
know this now. We know that the rest of
the world
is not necessarily jumping on the
Western bandwagon
right? To condemn Russia for its actions
because the West can
do things like sanction your central
bank take away your reserves, deny you
technology. It pretty much can do
whatever it wants and it can say that
it's legal and it can go through various
mechanisms and and it can freeze your
property and and you say to yourself,
should anybody have that much power? And
when do they come after me?
Now there's a caveat here.
And the caveat, Lex, is
they don't like the West having all of
that power
and they didn't join in the condemnation
of Russia.
But they also didn't join in Russia's
aggression.
So Russia's uh domestic civilian
um
airspace aircraft industry, right?
Civilian aircraft industry is in big
trouble now because of the export
controls
on spare parts and software.
Brazil
is a major power in aircraft
manufacturing.
Did they rush in
and say, you know,
Vladimir Putin, we didn't condemn
necessarily your actions in Ukraine.
Okay, that's one thing. And how about we
give you all of our aircraft technology
and we help you rebuild
your domestic aircraft industry and you
can have the aviation that the West is
Did Did that happen, Lex?
Didn't happen.
And you can look at India and you can
look at China and you can look at South
Africa and you can look at what they've
done in practical terms.
Yes, they haven't always joined in a
full-throated condemnation. Maybe
they've been neutral or maybe they've
been playing both sides of the fence
like Turkey, for example.
But are they rushing in
to join Russia?
To join Russia's aggression? To supply
And the And the answer is no.
And the answer is no for two reasons.
One, they actually don't want to be
party to that.
And two, they understand that Western
power.
And and they don't want to be on the
receiving end
by crossing the West and then getting
caught up in a sanctions regime or
worse.
Can we go to the mind of Vladimir Putin
because what you just said
China, India
they seem to
sit back and say, "We're not going to
condemn the actions of Vladimir Putin
and Russia,
but we would really like for this war to
be over."
So, there's that kind of energy of we
don't just stop this because you're
putting us in a very very bad position.
And yet
Vladimir Putin is continuing the
aggression.
What is he thinking? What information is
he getting? Is it the system that you've
described of authoritarian regimes that
corrupts your flow of information, your
ability to make clear-headed decisions?
Um just as a human being when you go to
sleep at night is he not able to see the
world clearly? Or is this all deliberate
systematic action that does have some
reason behind it?
We got to talk a little bit about China,
too, but let's answer your Putin
question directly.
So,
on Twitter
you've lost the war.
Or as they say, you know, there are
these two Russian soldiers having a
smoke in Warsaw.
And you know, they're they're taking a
break, having a smoke, and they're
sitting there in Warsaw on top of their
tank, and one says to the other, "Yeah,
you know, we lost the information war."
And there they are sitting in Warsaw
having that smoke, right?
So, yeah, on Twitter Russia has
completely lost the war.
In reality, they failed to take Kyiv.
They failed to capture Kyiv.
And they failed in phase two, as they
called it,
or plan B, which is to capture the
entirety of the Donbas.
We're 3 months into the war.
If you had made a judgment about, let's
say, the Nazi invasion of the Soviet
Union, a definitive judgment after 3
months,
you might have got the outcome wrong
there.
If you had judged the Winter War, the
1939-40
Soviet invasion of Finland, after 3
months,
you would have got that wrong, too, of
what the outcome was going to be. So,
we're early in the game here,
and we have to be careful about any
definitive judgments.
But, it is the case that so far,
they failed to take Kyiv, and they
failed to capture the entirety of the
Donbas, Luhansk and Donetsk uh
provinces, eastern Ukraine.
A part of eastern Ukraine.
And they've been driven out of
Kharkiv, and and the area immediately
surrounding Kharkiv.
They never captured Kharkiv, but they
came close, but now
the Ukrainians drove them back to the
Russian border in that very large and
important region.
So, those look like battlefield losses
that are
impossible to explain away
if you're the regime in Russia, except
by suppression of information.
And as you know from Russian history,
Lex,
uh
um leaders in Russia have an easier time
with a state of siege
and deprivation than they do with
explaining a lost war.
But, let's look at some other
facts that are important to take into
account.
One,
the Russian army has penetrated farther
into Ukrainian territory since February
2022,
including in Kherson region
um uh the famous Mariupol siege that
just ended.
They have uh built
a large uh presence
in areas
north of Crimea
on the Sea of Azov, the Black Sea
littoral ultimately that they didn't
previously hold.
They're still fighting in Luhansk for
full control over at least half of the
Donbas.
And Ukrainians are resisting fiercely.
But nonetheless
you can't say
that they've been driven out. On the
contrary
farther penetration than the beginning.
Ukraine doesn't have an economy anymore.
They have somewhere between 33 and 50%
unemployment. It's hard to
measure unemployment in a war economy.
But their metallurgical industry that
Azovstal
steel plant in Mariupol is a is a ruin
now.
And a lot of farmers are not planting
the fields because the harvest from the
previous year still hasn't been sent
sold abroad because the ports are
blockaded or destroyed.
And so you don't have an economy. And
you need 5 billion or 7 billion or 8
billion dollars a month
ex- uh to meet your payroll.
To feed your people, to keep your army
in the field.
That's a lot of money
per month. And that's indefinite. That's
as long as this blockade lasts.
And so you don't have an economy
anymore. You're indigent.
And even if you take the lower number, 5
billion as opposed to Zelensky's asked
for 7 billion
5 billion is 60 billion a year. That's
60 billion this year. That's 60 billion
next year.
And so who's got that kind of money?
Which Western taxpayers are ready?
And if you use the seven or eight
billion, you get up to 100 billion a
year.
The Biden
uh the the just signed the bite
President Joe Biden just signed
the bill making it law
a 40 billion dollars in aid to Ukraine.
It's just an enormous sum.
The economic piece of that is a month
and a half, two months
of Ukrainians
uh
covering Ukrainian expenditures. That's
it. And they're asking the G7, they're
asking everybody for this. So, you have
no economy and no prospect of an economy
until you evict the Russians from your
territory.
And then you have a Western unity
Western resolve
it lasts or it doesn't last, Lex.
So, you're President Putin
and you've got more territory than
before
and you've got a stranglehold over the
Ukrainian economy
and you've got a lot of the world
neutral
and you've got the Chinese propaganda
supporting you to the hilt
with those Oliver Stone and Mearsheimer
lines about how this is really NATO's
fault.
And you've got Hungary
dragging its feet on the oil embargo
against Russia and you got Turkey
dragging its feet on the recent
applications
of Sweden and Finland for NATO expand
and you're saying to yourself, Lex,
maybe I can ride this out.
I got a lot of problems of my own and we
can go into the details on the Russian
side to the challenges.
But he's got
uh he's he's on Ukrainian territory
unless he's evicted and he's got a
stranglehold on their economy and he's
got the possibility
that the West
doesn't stay resolved and doesn't
continue to pay for Ukraine's economy or
supply those heavy weapons.
And so you could argue that maybe he's
deluded about all of this. And maybe he
should go on Twitter. You know, I'm not
on Twitter, but maybe Putin, who
famously doesn't use the internet,
should go on Twitter and see he's losing
the war.
Or you could argue that maybe he's
calculating here
that he's got a chance to still prevail.
Wow, that is um
darkly insightful. If I could
go to Henry Kissinger for a brief
moment.
And people should read this op-ed he
wrote in Washington Post in March 5th,
2014.
After the start of the war between
Russia and Ukraine, but but before
Crimea was annexed.
Uh there's a lot of interesting
historical description about the
division within Ukraine, the corruption
within Ukraine
that will if people read this article,
will give context to
how incredible it is what Zelensky was
able to accomplish in uniting the
country. But I just want to comment
because Henry Kissinger's a interesting
figure in American history. He opens the
article with, "In my life I have seen
four wars begun with great enthusiasm
and public support, all of which we did
not know how to end, and from three of
which we withdrew unilaterally.
The test of policy is how it ends, not
how it begins."
So he's giving this cold, hard truth
that we get we go into wars excited, are
able to send $40 billion financial aid,
military aid, uh our own men and women,
but the excitement fades.
Twitter
outrage fades. And then
a country that's willing to wait
patiently is is willing to to pay the
cost of siege versus the cost of
explaining to its own people that the
war is lost, that country just might
win.
Outlast.
Let's hope not.
Because
uh
the Ukrainians
resistance deserves to prevail here.
Russia deserves to lose.
No war of aggression like they've
committed here against Ukraine
should prevail if we can do anything
about it. I support a thousand percent
the continued
supply of heavy weapons including
offensive weapons to the Ukrainians
as long as they're willing to resist and
it's their choice.
It's their choice when to negotiate,
it's their choice how much to resist,
it's their choice what kind of
sacrifices to make.
And it and it's our responsibility
to meet their requests more quickly than
we have so far and at greater scale.
But ultimately wars only have political
ends. They never have military ends.
You need a political solution here.
So if the Ukrainians are able
to conduct a successful
counteroffensive at scale
in July or August, whenever they launch.
Right now the heavy weapons are coming
in
and they're being moved to the
battlefield and more are coming.
You know the dynamic. Russia bombs a
school, Russia bombs a hospital,
Americans and Europeans decide to send
even more heavy weapons to Ukraine,
right? That's the self-defeating dynamic
from the Russian side.
They commit the atrocities, we send more
heavy weapons.
Once those heavy weapons are on the
battle lines,
we'll see if Ukrainians can not just
defend, which they've proven they're
able to do in breathtaking fashion,
not just conduct counterattacks
where the enemy moves forward and you
cut behind the enemy's lines
and you counterattack and push the enemy
back a little bit,
but whether you can evict the Russians
from your territory with a combined arms
operation where you have a massive
superiority in in infantry and heavy
weapons, but more importantly, you
coordinate your air power,
your tanks, your drones, your infantry
at scale,
which is something the Ukrainians have
not done yet. It's something the
Russians failed at in Ukraine.
And they come from the same place, the
Soviet military.
We hope this Ukrainian counteroffensive
at scale, this combined arms operation
succeeds.
And if it does succeed, there's the
possibility of a battlefield victory.
Whether that also includes Crimea,
which as you know is not hostile, on the
contrary,
uh to to the Russian military,
remains to be seen.
But but however much
they regain territorially
back towards the 1991 borders, which is
their goal, their stated goal,
and which we support them properly in
trying to achieve.
However much they achieve of that in
this counteroffensive that we're
anticipating,
that will set the stage for the next
phase. And either Russia, the which is
to say one person, Vladimir Putin,
will acknowledge that he's lost the war
because the Ukrainians won it on the
battlefield or
he'll try to announce a full-scale
mobilization, conscript the whole
country
go back and instead of acknowledging
defeat try to win with a different plan,
recalibrate.
Remains to be seen.
Will the Ukrainians negotiate any
territory away or must they capture also
Crimea which puts a very high bar on the
wint- on the summer counteroffensive
that we're going to see which could last
through the fall and into the winter as
a result. We don't know the answers to
that. Nobody knows the answers to that.
People are guessing. Some people are
better informed cuz they have inside
intelligence.
People are also worried about Russian
escalation
to nuclear weapons or chemical weapons
if they begin to lose on the battlefield
to Ukraine.
Are you worried about nuclear war? The
possibility
of nuclear war.
I think it's necessary to pay attention
to that possibility. That possibility
existed before
the February 2022 full-blown invasion of
Ukraine.
The doomsday arsenal that Russia
possesses is enough to destroy the world
many times over and that's been the case
every year since the collapse of the
Soviet Union in 1991.
And so of course we're concerned about
that.
We do know however Alex that they have a
system known as dual key.
Dual key for their strategic nuclear
weapons.
Strategic nuclear weapons means the ones
fired from silos, the missiles
the ones delivered from bombers or the
ones fired from submarines, right?
And they're ready to go.
They're intercontinental.
We watch that very, very closely.
We watch all the movement of that and
the alerts etc. We have tremendously
let's say um
tremendous inside intelligence on that.
But dual key means that President Putin
alone cannot fire them.
He has one key which he must insert. He
must then
insert the codes
for a command to launch.
That then goes to the head of the
General Staff
who must has his own key and separate
codes and must do the same, insert that
key and codes for them to launch.
And so will the General Staff Chief go
along with the destruction of the world
over a battlefield loss in Ukraine?
I don't know the answer to that and I
don't know if anybody knows the answer
to that. Will those people flying those
bombers
if they get the order from if the dual
key system goes into action
and both keys are used and all the codes
are are are implemented
will those young guys flying those
bombers let those bombs go? Will those
at the missile silos
decide to engage and fire?
We don't know but you can see that it's
more than one man making the decision
here in a system of strategic nuclear
weapons.
As far as the tactical
the so-called low yield or battlefield
nuclear weapons
we're not sure the system that they have
in Russia these days for their implement
for their use of such tactical nuclear
weapons.
It could well be that
that Putin and just
himself
he alone can fire them or order them be
fired.
But you know Lex there's no tactical
nuclear weapon fired at Ukraine that's
not also fired simultaneously at Russia.
If the Kremlin is 600 miles from Ukraine
and if the wind changes direction
or the wind happens to be blowing east
northeast
the fallout hits your Kremlin
not just Ukraine.
Moreover you have all those border
regions which are staging regions for
the Russian offensive
and they're a lot closer than 600 miles.
They're actually right there.
And so you fire that weapon on Ukrainian
territory and you can get the fallout
just like the Chernobyl fallout spread
to Sweden
which is how the we got the Kremlin to
finally first they denied they said oh
we don't know why there's a big nuclear
cloud over Sweden. We don't know where
that came from but eventually they
admitted it.
So Russia can't actually use a nuclear
weapon tactical battlefield one in
Ukraine without also firing it at
itself.
And in addition it's that same dynamic I
alluded to earlier
which is to say
you bomb a hospital you bomb a school
there's more heavy weapons
going to Ukraine from the west. You
can't get away with any of the
there's always going to be responses
either proportional or greater than
proportional. You could well have Europe
signing on to NATO direct engagement
both Washington and Brussels direct
engagement of the Russian army on the
territory of Ukraine. You think that's
possible to do that without dramatic
escalation from the Russian side? Yes I
do think it's possible but it's very
worrisome just like you're saying.
But but if Putin were to escalate like
that, he's firing that weapon at
himself.
And he's potentially provoking a direct
clash with NATO's military, not just
with the Ukrainian military.
If you're sitting in the Kremlin looking
at those charts, Lex,
of NATO capabilities,
and you can't conquer Ukraine, which
didn't really have heavy weapons before
February 2022 at scale,
and and you're thinking, "Okay, now I'm
going to take on NATO."
That would be a bold step on the part of
a Russian leader. And and And let's also
remember, Lex, that there's another
variable here.
You're a despot as long as everyone
implements your orders.
And so, if people start to say,
quietly, not necessarily publicly, "I
may not implement that order.
That's maybe a criminal order.
Or my grandma is Ukrainian. Or my wife
is Ukrainian.
Or I don't want to go to The Hague.
I don't want to spend the rest of my
life in The Hague." Or whatever it might
be. At any point along the chain of
command, from the general staff all the
way down,
right to the platoon,
you're a despot provided they implement
your orders.
But who's to say
that somewhere along the chain of
command people start to say, "You know,
I'm going to ignore that order.
Or I'm going to sabotage that order. Or
I'm going to flee
the battlefield. Or I'm going to injure
myself
so that I don't have to fight. Or I'm
going to join the Ukrainian side."
And so, it could be that's what's left
of the Russian army in the field
begins to disintegrate.
Even if the Ukrainians are not able to
mount that counteroffensive at scale,
that combined arms operation,
the Russian military in the field, which
has taken horrendous casualties as far
as we understand, something like a third
of the original force,
so you're talking about 50 to 60,000,
that includes both dead and wounded to
the point of being unable to return to
the battlefield.
Those are big numbers. Those are a lot
of families.
A lot of families affected.
Their sons or their their husbands or
their fathers are either missing in
action or the regime won't tell them
that they're dead, as you know from the
sinking of that flagship
uh Moskva,
right, by the Ukrainians.
And so a disintegration of the Russian
military because their orders that they
either can't implement or don't want to
implement
is also not excluded. And so you have
these two big variables, the Ukrainian
army in the field and its ability to
move from defense to offense at scale,
and we're going to test that soon.
And then the Russian ability in the
field to hold together in a war of
conquest and aggression
where their
their conscripts or they're fed dog food
or or they don't have any weapons
anymore because there's no resupply and
so so the disintegration of the army
can't be excluded and then of course all
bets are off on the Putin regime.
More long term,
there are these technology export
controls.
We were talking about how the
military-industrial complex in Russia is
dependent
on foreign component parts and software.
And so if you have export controls and
you have firms voluntarily, even when
they don't follow their export controls,
leaving Russian business, refusing to do
business with Russia.
And we see this not just in the civilian
sector, like with McDonald's or many
other companies.
We see this in the key
areas like the oil industry with the
executives fleeing.
That is the Western executives fleeing,
giving up their positions.
So, Russia's ability to resupply its
tanks, resupply its missiles,
resupply
its uniforms, resupply its food to its
soldiers in the field and and and their
boots.
We see a lot of stuff under tremendous
stress and in the long term, there's no
obvious way they can rebuild the
military-industrial complex to produce
those weapons
because they're reliant on foreign parts
that they can't get anymore and there
are no domestic substitutes
on the immediate horizon.
That's
at the earliest a two-year proposition
to have domestic substitutes. And for
some things like microelectronics,
they've never had domestic substitutes
going back to the Soviet times, as you
know well.
And so, there's that pressure
on Russia from the technology export
controls. Which, if you're in the
security ministry or the defense
ministry, if you're in that side of the
of the regime,
you're feeling that pain as we speak and
you're wondering about the strategy.
Let me ask you about
again, the echoes of history and it
frustrates me in part when people draw
these parallels, but maybe there is some
deep insight about those parallels.
So, there's um
uh
there's a song that goes "Lots of stuff
that away you not off the street to suck
you by beating on a baby relation on the
show as my now."
So, the the in Operation Barbarossa, the
the bombing of Kiev by Hitler
there's sort of an eerie parallel.
And you have to be extremely careful
drawing such parallels and such
um connections to this
u- unexplainable
war in uh that is World War II.
But,
is there elements
of this that do echo in the actions of
Vladimir Putin?
And more specifically,
do you think that Vladimir Putin is a
war criminal?
Can that label be assigned to the
actions of this man?
A war criminal is a legal determination.
And it requires evidence and due process
and the ability to defend oneself.
We don't just decide in the Twitter
sphere or on a podcast that somebody is
a war criminal.
They can be a suspected war criminal.
And we can gather evidence to try to
prosecute that case. And then the issue
for us, Alex, is which court does it go
to?
What's the appropriate place?
Does it happen in Ukraine because
they're the victims? Does it happen in
The Hague because there's an
International Criminal Court there?
Does it happen inside Russia because
there's regime change at some point and
some of these people
become
let's say they get arrested by their own
people inside Russia.
So, those are all important questions
that have to be pursued with resources
and with determination and
and by skilled people who are
excellent at gathering that evidence.
And that process is underway. And
Ukraine has a trial underway now
of one
uh alleged war criminal
who's pleaded guilty and and we'll see
what the outcome of that trial inside
Ukraine is of a lower-level official,
not obviously
Vladimir Putin, but the commander of a
tank group.
So,
yes,
the names are eerily familiar.
Izyum,
Kharkiv,
Kyiv,
right? Those are the names we know
from the Nazi invasion and the Nazi
occupation of Ukraine.
And it's
very deeply troubling to think that this
could happen again.
And there's a bizarre sense
that the Russians
claiming, as Putin says, to denazify
Ukraine
have invaded the same places that the
Nazis invaded
back in 1941. As somebody who's working
on volume three
of your work on Stalin, going through
this period,
is it eerie to you?
Yes, it is, Lex.
That you're
I've written the chapters of volume
three. I've drafted the chapters on the
war.
And and as I said, the place names are
very evocative, unfortunately.
But but you know,
the Nazis failed ultimately.
They
captured Ukraine for a time,
but they were evicted from Ukraine.
There was massive
partisan or guerrilla warfare resistance
behind Nazi lines the whole time
that they were allegedly in control of
Ukraine.
If you look at the maps on cable TV,
they show you the sign of Russia they
show you the coloring Russian control
and they draw a line and then it's
colored in.
But the word control is misplaced.
They don't actually control it. It's
Russian claimed or
or extent of farthest Russian troop
advancement.
Because behind the Russian lines in
Ukraine, Crimea accepted
you have insurgencies. You have the
armed insurgency. In Melitopol for
example, which is a place that you know
in southeastern Ukraine
there is a guerrilla war now underway
to hurt the Russians who are in
occupation of that city and region.
And we're going to see that continue
even if
the war becomes a stalemate
even if it stalemates more or less at
the lines were at now
which would mean that anticipated
Ukrainian counteroffensive at scale
proves unsuccessful the Russian army
doesn't disintegrate
and you end up with a stalemate where
there could be a ceasefire not a
ceasefire but neither side is attempting
an offensive for the time being
there will be resistance behind those
Russian lines and it will be fierce
resistance the kind of resistance we saw
to the Nazi occupation.
Ultimately it took the Red Army
reinvading
the territory of Ukraine and succeeding
at combined
arms operations at scale a massive
counteroffensive much larger than
anything we're talking about today.
Ultimately, it required that to evict
the Nazis from Ukraine.
But in the meantime, they did not have
an easy occupation regime there.
Uh
Ukrainian partisans
Soviet partisans
killed
Nazi officials, Wehrmacht soldiers,
Wehrmacht officers, blew up
uh
the infrastructure they were using
made them pay a price for their
occupation.
We could well see
if unfortunately this ends in a
stalemate for the time being
we could well see that type of
insurgency gain momentum behind Russian
lines.
And and try to evict the Russians that
way.
And then remount the counteroffensive at
scale later on in the future
if the first one doesn't succeed.
So that would be further
echoes
of the World War II experience. The
scale once again is much smaller.
The size of the armies here they're not
in the many hundreds 800,000, 700,000, a
million two, a million four. That's not
what we're talking about today.
But the weapons
the cruise missiles, right? Artillery
fire
You know, artillery fire used to be very
inaccurate and it was like saturation.
Mhm.
You would just fire towards the enemy
lines and if you hit something, you hit
something and if you didn't you just
kept firing.
Now you have drones, Lex.
And so artillery fire is now sniper
fire.
Cuz you can coordinate the direction of
the artillery fire with the drones.
The drones can take a picture and show
you where the enemy is precisely
located.
And you can align that artillery to hit
them instead of just indiscriminately
bombing an area, a territory.
And the NATO-supplied artillery goes
really far.
And you can fire into Russian positions
and yourself not be exposed to Russian
fire because your artillery fires
farther than theirs.
So, that's coming.
And we're going to see that in action.
And so, the scale is not the same, but
the weapons, the precision of some of
the weapons and some of the NATO We're
not sending all of our stuff,
but as I said, the dynamic is Russia
commits atrocities, Russia bombs
schools, Russia bombs hospitals, Russia
kills civilians,
and more and heavier and more lethal
Western weapons go to Ukraine. Their
willingness to risk their lives is
really so impressive and the reason that
we It's
it's our duty. We're obliged to supply
those weapons. And so, the Russians
don't have that resupply and the
Ukrainians do.
And so, the Russians are now digging in,
Lex.
They're digging in deeply in the areas
that they've penetrated.
And they're trying to build unassailable
positions
when for when the Ukrainians transition
from mostly defense to full-scale
offense.
And we'll see if that Now, I mean,
they're digging everywhere,
you know, as they say,
kopayut. Kopayut, right? They're digging
everywhere behind
Your Russian is beautiful.
digging in.
I wish, Lex, like yours.
But so so there are these things that we
can't predict, but there are these
things we're watching and watching
closely.
And on top of that, something that's not
in World War II or for the most part is
cyber attacks and cyber warfare, which
is
um
much less perhaps
um
convertible into human words because it
happens so quickly, it's at large
scales, so difficult to trace, and all
those kinds of things. It's not bullets,
it's
uh electrical signals and they that
those are the Ukrainian people. They're
like you, Lex.
They're young
and they're technically really
proficient.
Yeah.
And they've been amazing.
You know, they spent those teenage years
in the basement yeah, playing video
games.
Not that
It's uh it's useful after all.
It turns out it's more than useful. You
can save your country that way.
And so they're not alone, they're
getting support, and that support is
important.
But really predominantly, it's
Ukrainians on the cyber battlefield, and
their skills have been very impressive,
and they've been preparing for this for
a number of years. And they have a whole
army of young people
on the cyber side.
It's their civilian population. These
are not people conscripted into the
military or volunteering
wearing the uniform.
And so even in cyber warfare, the
Ukrainians have been extremely
impressive.
And so let's remember
that all of these aspects
of warfare,
whether it's
how far your cruise missiles go and how
accurate they are,
what size your cyber capabilities are,
and
it's really ultimately about the people.
It's about the human capital.
Right? It's it's about
the their willingness,
their skill level, but also their
willingness to fight and to put their
lives on the line. And there's no
substitute for that. And so what's
called morale
or courage or bravery or valor,
that's really the ultimately decisive
provided you have enough sufficient
arms,
right, to to conduct the fight. And if
you don't, you use a Molotov cocktail,
right? Grandma calls in the coordinates
of the Russian tank
on her iPhone,
and you have a Molotov cocktail that
the the people who used to work in the
cafeteria
are now stuffing flammable liquid into
bottles, and you carry one right up to
the tank and you smash it against the
tank or you drop it in
one of the hatches in the tank, right?
That there's no substitute for that kind
of stuff, that that level of resolve,
willingness to die for your country.
That's a really big lesson
that we need to absorb in our own
country.
We've been going to war
uh more frequently than we should, and
like you said, without the justification
all the time. And then like Henry
Kissinger said, without understanding
how this was going to end.
It's easy to start a war. It's very
difficult to win a war, prevail in a
war, end a war on terms that that meet
your original expectations, right?
We've been fighting wars, but we haven't
been fighting wars as as societies.
We've been fighting wars as a small
sliver of our population.
Something like 1% of our population is
involved with the military because we
have an all-volunteer force.
And that means that it's easier for our
politicians to go to war
because they don't face
conscription.
They don't face They don't have the
draft, which affects every family in the
country.
And because
the number of people in the volunteer
force is such a narrow stratum of the
population. And so they've been getting
away with this because the professional
army is much better than the conscript
army. And an all volunteer force is much
preferable from a military point of
view.
But from a societal point of view,
it enables you to go to war too easily
as a politician.
And it doesn't engage the society the
same way that the Ukrainian society is
completely engaged
from those young hackers all the way up
to those grandmothers.
Let me ask you, you're a scholar of
history, a scholar of geopolitics.
And you're also a human being.
That's kind of you, Lex. I'll take that.
What's the value
What's the hope? What's the power of
conversation here?
If you could sit down with Vladimir
Putin and have a conversation
versus bullets.
Human exchange words. Is there a hope
for those? And if so, what would you
talk about? What would you ask him?
Well, Henry Kissinger,
you alluded to his op-ed. He's had many
private meetings with President Putin
um over over a long time.
And
um
President Biden,
the previous presidents,
secretaries of state,
officials below secretary of state,
the head of the CIA
evidently met with President Putin in
the fall
when he was massing the troops on the
border before he invaded.
And we we sent the the head of the CIA
and Putin received him.
Somebody he evidently respects or was at
least willing to meet, unlike other
members of the administration.
So, a lot of people are talking to him
in some form or another for the 22 years
he's been in power.
And I'm not sure it's had
what I would call their desired effect.
Well, the nature of the conversation is
interesting, too. And also the timing,
which is post February 22nd, is a
different time. And also another aspect,
uh which Oliver Stone mentioned,
interestingly,
that there's something about COVID and
the pandemic that creates isolation, the
distancing. It's a such a silly little
nuanced thing, but maybe it's actually
has a profound impact on the human
being, the human mind of Vladimir Putin,
that there is something about an
in-person meeting, and not across a
table that's far too large.
Yes.
But sort of the intimacy of a one
human-to-human in-person conversation,
that there's something distinctly
powerful about that reminder, that that
as Putin says in the narrative, in the
propaganda, that we're all one people.
There is truth to that. That this
entirety of humanity is one people, and
you kind of reminded by that when you're
sitting together.
People who have sat across the table
from him,
whether at 30 yards or
at three,
have remarked upon this feeling of
isolation has that has affected him, the
pandemic. I think there must be
something to that if if several people
who've been in the room with him are
remarking on it.
Everybody who that I know, and I've been
able to talk to, who's had a meeting
with him in the past 10 years,
including uh Henry Kissinger, the former
Secretary of State,
has said that Putin spends a lot of time
enumerating his grievances.
He goes through a monologue of his
grievances.
And then the West did this, and then the
West lied to us about that.
And then the West cheated us on this.
And so it's not the conversation
that you're encouraging of common
humanity.
It's that roiling resentment volcano
that's just exploding and exploding.
The resentment.
And and by the time he gets through the
monologue
of the grievances,
the time of the meeting is is expired or
or or over time.
That's a brilliant statement, but that's
where the skill of conversation comes
in.
Like when you're facing a bull with a
red cloth,
you have to learn how to avoid the long
list of grievances and get to the
humanity.
That's a That's a really important
skill.
For sure it's a skill, and it's the
highest level skill of a diplomat.
To be able to reach some type of common
understanding when interests and and and
worldviews clash so much.
But here's your challenge, Lex.
Your challenge is
Russia wants to impose
a closed sphere of influence
on its neighbors.
It wants to dictate
what its neighbors can and can't do.
It wants to exert influence, not by the
power of its example,
not by the freedom of its people, not by
the dynamism of its diversified economy,
but it wants to exert influence just
because it deserves that. Just because
it's a great power.
Just because and on and on and on.
It's a civilization onto itself.
And it wants that and we can't give
that.
The reason that Russia was not
integrated into the West was not for
lack of trying.
It was because
Russia ultimately ultimately spurned the
integration because it was about what
terms the integration would come on.
Would you come into the West and observe
Western rules
and be another country?
Meaning just another country.
There's Poland and there's Austria
and there's little tiny Monaco and
there's and there's Russia.
And you're just one of those countries.
And Russia's answer to that was no.
We're not just one of those countries.
We need special rules.
We need special conditions. We'll
integrate but only as a special country.
Meaning
like at the UN
where all countries are sovereign, all
countries are members, but Russia has a
veto
on what countries can and can't do.
Those were the terms
on which they were willing to integrate.
And those were the terms that no leader
of a Western country or the United
States or the G7
or fill in the blank can grant to
Russia.
It's very well known that Vladimir Putin
was one of the first, maybe the first
person, first leader
foreign leader to call President Bush
after the 9/11 tragedy.
They didn't connect right away. Uh
President Bush was not in Washington and
but eventually they did speak. He
condemned the terrorist attack. He
offered Russian support. Which he
delivered on.
The use of some Russian logistics for
our Afghanistan.
Operations.
And a lot of people point to that and
they say there it is. Russia wanted to
cooperate.
And did cooperate and we spurned them.
Or we failed to appreciate. Russia's
cooperation and so therefore Russia was
cheated or Russia was lied to or
Russia's grievances are legitimate.
But here's the problem with that
argument Lex.
In exchange for that support. Vladimir
Putin.
Asked in return from President Bush.
For a free hand in the former Soviet
space. That closed hierarchical sphere
of influence. Where Russia would exert.
Influence coercively.
Over countries that were sovereign.
And no American president.
Could grant that and President Bush was
right. He said no.
And so. The attempted cooperation blew
up.
But who's at fault there?
Should there be.
A non-voluntary sphere of influence
should that be granted?
Or.
Should you face up to attempts to do
that?
You know let's take a a.
A little detour here into China for a
second.
China had this brilliant grand strategy.
Which was sure America is hostile.
Because America is hegemonic. America
wants to control the world. America will
never let China rise. America will do
everything it can to hold China down.
So we're going to have hostility from
America.
We don't want to decouple
because we need that high-end technology
transfer.
Either we buy it or we steal it cuz the
America and the rest of the West has all
the technology that we need. We have
some of it domestically
more than before by a lot but we're
still dependent so we can't decouple.
So, we'll have the hostility but
there'll be a line we don't cross just
so that we don't lose the technology
transfer
till made in China 2035
is accomplished and we're
self-sufficient
uh domestically in AI and every other
area that's critical.
Uh but hostility from America but we
have an ace in the hole.
Our ace in the hole is Europe.
Europe hates conflict.
They're all about trade.
It doesn't matter how evil you are, they
love to trade because
Wandel durch Handel. Change through
trade. They have this illusion that
you're going to become a better country
if they trade with you and you won't
have conflict, war, and hostilities if
you trade.
And so we have this European ace in the
hole.
We're hostile with the Americans. We're
still buying or stealing their
technology.
And and better than that even, the
Europeans are not hostile to us at all.
They love to trade with us and they they
want to trade more and they're our
biggest trading partner already.
And lo and behold, Xi Jinping sides with
Vladimir Putin
in the aggression in Ukraine.
He doesn't side with him providing
military equipment. He doesn't provide
technology transfer.
But he provides public support and
massive pro-Russian propaganda to the
whole Chinese population.
And the Europeans say, "Wait a minute.
This is an invasion of a sovereign
country in Europe. What do you mean?
You're not condemning Vladimir Putin's
invasion.
And so that wedge that the Chinese had,
that was the basis of their grand
strategy, that wedge between the US and
Europe when it came to China policy,
that wedge is gone now. Xi Jinping
destroyed it.
And the Europeans and the Americans are
coming close together
on Ukraine and Russia policy for sure,
but also more and more on China policy.
And so that was a pretty big sacrifice
for the Chinese leader to make. And what
did he get in return?
He gets hydrocarbons from Russia at
reduced prices.
And the Chinese get hydrocarbons from a
lot of countries.
They have a completely diverse supply
chain for their energy.
So what do you think is Xi Jinping is
thinking now? Was it a Was it a mistake
or
I'd like to know, Lex. I'd like you to
be able to sit down with him across from
this table here on your podcast and pose
that same question to him because we
have no idea
There's a language barrier that's
fascinating. By the way, you as a
scholar of Stalin,
do you think we'll ever break through
the language barrier
to China? Not ever, I apologize, in the
in the next few years because there is a
gigantic cultural and language barrier
between the the West and the
China's a great civilization. China
predates the United States
by millennia.
China's accomplishments are
breathtaking.
But China's also led
by, let's be honest, a Communist Party
monopoly
which engages in a lot of criminal
behavior. Lex,
Tibet is Ukraine.
Xinjiang
is Ukraine.
Hong Kong
is Ukraine.
Let alone support for Putin. Ukraine
This is before we've even discussed
Taiwan.
And so now the Europeans are coming to
see this and the Americans are coming to
understand this
that maybe trading with a regime like
that
at morally, politically, criminally
Tibet, Xinjiang, Hong Kong
How is that different from what Putin is
doing in Ukraine? I'd be hard-pressed to
differentiate that ultimately, even
though the analogies are not exact.
And so the Chinese
it's like that guy Leonov
the author of Li Khaletia
the the great um
a memoir of the late Soviet period, the
end of the Soviet Union.
You know that they they spend all this
time and all these resources blackening
our image, but we supply them with
endless material to blacken our image.
That's where Xi Jinping's regime is
right now, Alex.
And so they have a big dilemma on their
side.
It's a Western world
and they've united the Western world
and and oh
reawoken
the Western world
to the fact that China
is a threat to the values, the
institutions and values of the West and
that trade is not transforming China
quite the opposite.
We'll see if this endures.
Maybe it doesn't endure, maybe it's a
fleeting moment, maybe this is not an
inflection point.
Maybe the war in Ukraine ends more
quickly than than we think and
maybe like you said the Chinese and the
Indians and the rest of them, the
leaders there, they get their wish that
it ends and
the world moves on
and forgets or
says let's try again to to resume
our mutual understanding, our mutually
beneficial trade, and everything else."
Maybe it's a passing phase. We can't
exclude that. I'm very poor at
predicting the future.
But the moment is not a good one for the
Chinese regime.
Let alone the fact that he's trying
to impose
an unprecedented in the modern era third
term
for himself as president in the fall at
the next party congress,
becoming president for life, a de facto
a Mao-like figure.
And he's now got to do that
with in this environment where he has
damaged Chinese grand strategy and
damaged the reputation of China and its
relationships across the world. Maybe
not permanently, but significantly.
In addition to the problems they have at
home, demography,
as you know, a middle-income trap,
and then the regulatory insanity of
Chinese Communist rule that we've seen
with the tech companies that you know
well, where they've destroyed all of
that value,
with the blow up of their property
sector
because it was a massive bubble,
and that's still playing out.
And this time it's the same.
Meaning this time it's not different.
When it comes to a property blowout, it
has enormous effects on middle-class
balance sheets and their ability to
to be to remain consumers and drive the
economy, which is the model that they
have to shift. So, he's got a litany of
challenges independent even
of the fact that he sided with his
pal
Vladimir Putin, and their bromance is
costing China very, very significantly.
If you close your eyes,
Yes.
and 100 years ago, 1922, and you think
about the future, I wonder if you can
hear the drums of war.
Uh predicting the '30s, predicting
the Great Depression and the resentment
that builds.
Uh the economic resentment, the cultural
resentment, the geopolitical resentment
that builds and leads to World War II.
It, uh at least to me, when I close my
eyes, I can hear the drums of war that
are still
ahead of us.
And it's possible that
we're there
2022
will materialize in a similar way as did
1922.
I have my eyes closed, Lex.
Do you hear anything? Do you see?
And I sure hope that that's not what
happens.
But I'm looking at 1922. It's an epoch I
know well.
And I don't see the future that unfolds.
I would not have predicted it had I been
alive then.
I see
the war behind us.
I see
a prosperity on the horizon. Yes,
inflation in Germany and and some many
other
uh difficult issues, but there are
more democracies now than there were
before the war, and the old empires are
gone.
And there's a cultural efflorescence,
and there's modernism in the arts, and
and there's women entering the public
sphere, and there's all this fantastic
new technology like automobiles, and
I'm looking at the future from 1922, and
and I'm not seeing the Great Depression,
and I'm not seeing World War II, and I'm
not seeing the Holocaust,
uh because
I don't predict the future and nobody in
1922 could see that future, although
I guess there were some clairvoyants who
predicted it, but
But you're not one of them.
Yeah, I'm not one of them and and but
but this is what I know, Lex, from
studying history.
What I know is stuff happens.
In other words,
deep insight. Okay.
In other words, like we're watching
Ukraine war right now and all of our
attention is focused on that.
And it's like the economists say in
their textbooks when their their
powerful models
are employed
and there's this line that says, "All
other factors held constant, comma"
and then the model works.
And you get this really great result,
this very powerful predictor and
analysis the model.
And the whole game is all other factors
held constant.
So, the Russia-Ukraine war that we've
been discussing and this could happen
and that could happen, but you know
what? Stuff could happen, Lex. For
example,
the Israeli government could decide this
summer that it's going to bomb Iran
because no Israeli government will
tolerate Iran acquiring a nuclear
weapon.
And since President Trump
exited unilaterally exited from the
the multi-power nuclear agreement,
Iran is now much closer to the bomb than
they were
when they were still in when the United
States was still in that agreement.
And you tell me the Israeli government
that says, "Sure, it's fine. It's okay.
Iran can get the bomb."
And so, maybe that happens. And maybe
that happens as early as this summer as
Iran gets closer and closer and closer
to the
Maybe that
guy in North Korea decides it's his
time.
Just like his grandfather.
Right? In 1950
decided, you know, it's time we're going
to {quote} reunify {unquote} the Korean
Peninsula.
Maybe, I don't know, Lex. Fill in the
blank. Something's going to happen. It's
not going to be what I predict. It's not
going to be what I'm watching.
It's going to be obvious only after it
happens, not before.
And then it's going to upend the table.
And all of a sudden
Everything changes.
We're going to be in a different
environment, different circumstances.
And is Ukraine still
as central at that point as it seems to
be right now? I don't know the answer to
that question.
Let me ask
two rapid-fire questions. You're only
allowed to have 1 minute, and it's about
predicting the future.
Okay.
Question one. Vladimir Putin
when will he no longer be in office?
And will he step down or be overthrown?
What's your prediction and a brief
explanation of that prediction? Now,
nobody can predict the future, but
what's your sense now? Some people are
saying
the pressure's building. He's going to
be overthrown or step down at the end of
this year.
And some people say
surely he's going to
last outlast Stalin's rule of 30-plus
years.
No evidence of a coup yet.
None whatsoever.
Yet.
Um he's pretty much at life expectancy
for a Russian male.
Those are bad numbers. He's what, 69?
Going to be 70.
So, he's lived the life of a Russian
male already.
But he's got better doctors
than the majority of the Russian males
in that let's say um
comparison set.
So, he could live a very long time with
good doctors.
So, there could be a coup at some point,
but there's none today
uh in evidence.
He could go because he's reached the
life expectancy, or he could stay for a
long time.
The thing to watch about this
is
an organization that nobody pays
attention to.
The FSO, the Federal'naya sluzhba
okhrany,
which is the Praetorian Guard, the
self-standing bodyguard directorate,
the only one the only organization in
Russia that has any access to him.
We've seen no disloyalty, no breaking of
ranks,
no defections, nothing in the public
realm in open sources about any
divisions
or problems in the FSO and the
Praetorian Guard.
So, if you can't
break that, change that,
uh
elicit defections there, you can't
overturn him.
So, no
Authoritarian regimes like they're
terrible. They fail at everything.
They not They can't feed their people.
They have trouble
achieving any goals. They only have to
be good, however, at one thing.
They only have to be good at the
complete suppression of political
alternatives.
If you can suppress political
alternatives,
you can fail at everything else, but you
can survive as an authoritarian regime.
So, you watch Navalny.
That I was That's question number two.
Okay, let's you go from
That That's my the second rapid-fire
question is what happens to Navalny?
What are the possible conclusions of
what you said quite possibly the second
most influential powerful figure in
Russia.
Uh is there is he going to die in in in
jail? Will he become the next president
of Russia? Well, what are the possible
I wish I knew, Lex. I've been surprised
that he's still alive.
I've been worried
that he will be killed in prison in a
staged fight.
You know, some
a security officer prison guard puts on
a prison outfit, takes a lead pipe, goes
into the cell, they have a quote fight,
and Navalny is killed. I've been afraid
of that, but he's still alive, even
though he's serving a long sentence. So,
that leads me to guess
that people inside the Putin regime and
maybe President Putin himself understand
that Navalny is their ticket to lift
sanctions.
That Navalny is even more popular
outside of Russia than he is inside of
Russia. You know, he's the leader
in many ways of the up political
opposition in the country.
Even while still in prison, his
organization's been destroyed,
but it's he doesn't have majority
support in the population by any stretch
of the imagination, but he's a big
figure in the West, including here in
the US.
And so, Navalny could be their ticket,
their kind of get
get out of jail card. Meaning, they
release him from prison,
he gets appointed, I don't know, prime
minister even by the Putin regime, if he
were willing to accept such a position,
and I have my doubts about that.
And then, that's how they lobby to
remove the sanctions
So, he's a card that President Putin
could play.
And so, maybe that's the reason he's
still alive, or maybe there are other
reasons that we don't know.
And so uh some alternative to Putin is
more likely to arise inside his gang.
Putin's guy, Shaikha, as they say,
right? Inside his gang.
Where they tire
of his mistakes, they tire of his
self-defeating actions, and they say
patriotically for Russia,
"We need to do something against move
against this guy
because he's hurting our country and
also because I could do better.
I'm ambitious as well as patriotic."
But once again, the problem there, Lex,
is
Putin is surrounded by this cocoon
known as the FSO.
He's He meets on Zoom
predominantly with the rest of the
government, including with the defense
and security officials.
They don't have frequent access to his
person. And as you were alluding earlier
to the pandemic, they have to quarantine
for 2 weeks before every meeting with
him.
And moreover, you know, Lex, they don't
know where he is.
You see, when they're on Zoom with him,
and and the room,
it's the Valdai.
His office in the Valdai region looks
the same
as his office in Sochi.
Or his office outside of Moscow and Novo
Ogaryovo, they're made up to look very
similar on Zoom.
And sure, some signs they're looking,
where is it, but
maybe they don't know.
And so you're going to move on him,
and you're going to jump him in his
Kremlin out his dacha
outside outside Moscow,
and it turns out he's in Sochi or vice
versa. And it turns out the FSO is loyal
to him and and won't let you anyway. So,
Lex, we don't know, but we watch this
FSO really closely and we think that the
the elites, if not Putin, but maybe
Putin, too, understand Navalny as a
really big potential political card that
they could play.
And one last question.
The biggest question. You studied some
of the darkest aspects of human history,
human nature.
Let me ask the why question.
What are we doing here?
What's the meaning of
our existence, our life here on Earth?
What are we humans trying to get at
here?
I can't answer that question either, but
I can say
that having a purposeful life
is is actually not that hard.
You can't You're not Gandhi,
right? You're not President Roosevelt.
You're not going to transform a country
or a civilization or
become immortal because of your courage
and your your insight and and your
genius at critical moments.
But you live in an environment, you're
in a school, you're in a workplace.
You're You're somewhere where you can
affect other people in a positive way.
It can be not just about yourself, but
it can be about them.
And you can have a positive impact on
other people's lives
through the work that you do, whether
that's your employment or your charity
or your spare time or your work time.
It can be by modeling proper behavior,
right? Admitting your mistakes.
Hard to do, but necessary.
Remembering that you don't know
everything, you can't predict the
future, but you don't even know
everything in your areas of expertise.
Painfully reminded of that humility at
times, but remind yourself, too.
So, you can lead a life
that can show others
what good values are.
And you can lead a life that dedicates
yourself not only to your own material
well-being,
but to the well-being and to the
development of others around you. And it
can be a a humble scale.
It can be in a small classroom or a
small workplace, a small work team.
But But it can be done.
And you can be reminded
that having a positive impact even on
one other person
gives far greater meaning to your own
life and is profoundly satisfying. Much
more satisfying than the attention you
might get, let's say, on social media or
awards you might receive.
There's nothing wrong with pursuing
those.
People pursue them, and
it's a free society.
But leading a purposeful life
intentionally
is possible.
Even just one person. I love the
expression uh
say one life, save the world.
And just focusing on the local,
on the tiny little difference you can
make in the world can somehow ripple.
Every day.
If you think about that every single
day,
uh
you're a better person. We're a better
society.
And uh maybe you get to add a bit of
love to the world after all.
Stephen, this is a huge honor
uh for many reasons, one of which is I
can just tell
how much care you put into this
conversation, and um how much, you know,
I I use the word love a lot, but I just
feel the love
that um just even the respect you give
me which I can't tell you
how energizing that is, how much that
gives me strength
for my own silly little pursuits.
Um thank you so much for doing that.
Thank you for not just talking today but
uh giving me so much respect just with
everything you're doing is I I really
appreciate that. It makes me feel
special. So thank you so much for
sitting down and talking today.
Mutual, Lex. Thank you as well and thank
you for the respect you've shown me.
These are really difficult issues that
don't have simple answers.
But that doesn't mean we give up.
We have to keep thinking and and
learning and and trying
and finding solutions in everything we
do including on these these big global
tragedies that we live through.
And it's heartbreaking
what's going on.
It it just breaks my heart every day. A
person who studies this, I've been
studying this for decades.
And it keeps happening.
And you think again
and yes it is again but but we still
have to keep trying and we have to be
inspired by those people who are more
courageous than we are and sacrifice
more than we sacrifice.
You know, for me the Russian invasion of
Ukraine, the war in Ukraine
is experienced in my study at home
and in my office at Princeton or
my coming office at Stanford when I move
full-time to Stanford in September or it
it's experienced far away in safety and
in comfort.
And we have to remember that too.
When we talk about these things, when we
answer your questions, right? That as we
speak and as we
comment and think we're experts on these
things from the comfort of our existence
that there are people in those tragedies
right now.
With no power, with no food, with no
Right. with with full uncertainty about
the future of the health of their
children.
That's it.
And
uh and I've also seen because I have
family in both places
homes
that were home for buildings that were
homes for generations
now in rubble.
So
Yes, Lex. It It just It hurts. And it's
it's let's It's Syria
where 350,000
at least by UN estimates died. And
Russia participated in that.
And it's Yemen.
And and it's so many other places that
don't have the same degree of attention
that a European country like Ukraine
has.
But But yeah, we have to remember also
that in addition to Ukraine
and then there's things right home here
in New York City
where children are are without food.
It's just just inexcusable in a country
this rich.
So we shouldn't forget in our study of
leaders and our study of geopolitics
that ultimately it's about the humanity.
It's about the human beings and
That's it.
Okay, Lex.
human suffering. Thank you so much,
Steven. This is amazing conversation.
Talk to you again soon.
My pleasure.
Thanks for listening to this
conversation with Stephen Kotkin.
To support this podcast, please check
out our sponsors in the description.
And now let me leave you with some words
from Mahatma Gandhi.
When I despair, I remember that all
through history the way of truth and
love have always won.
There have been tyrants and murderers.
And for time they can seem invincible.
But in the end they always fall.
Thank you for listening and hope to see
you next time.