Trump's National Security Strategy Debate: A Masterclass in Gaslighting?

J
Jacob Shapiro Dec 11, 2025

Audio Brief

Show transcript
This episode covers a deep dive into a new US National Security Strategy document, examining its claims of principled realism against criticisms of internal contradictions and selective intervention. There are four key takeaways from this discussion. First, a truly realist foreign policy demands the difficult, explicit prioritization of national interests. Second, it is crucial to scrutinize the unstated assumptions and potential biases that influence foreign policy decisions. Third, effective geopolitical competition hinges on economic self-improvement and offering a better value proposition to developing nations, rather than just confrontation. Finally, when the government designates emerging technologies like artificial intelligence and cryptocurrency as national security pillars, it signals a powerful and financially significant endorsement for these sectors. A core argument highlights that a truly realist foreign policy must explicitly prioritize national interests. This necessitates accepting that the US cannot intervene in every global crisis. The discussion used the crisis in Sudan as a stark example, illustrating the difficult choices required in a coherent national security strategy. The document faces criticism for language that may reveal underlying biases. Phrases about "strong traditional families" within the strategy raise questions about ideological rather than purely interest-based motivations for policy. This underscores the importance of looking beyond stated principles to understand the true drivers of intervention. To effectively compete with geopolitical rivals, particularly China in the Global South, the strategy should emphasize domestic economic improvement. Offering developing nations superior economic partnerships and demonstrating a better value proposition is seen as more impactful than mere confrontation. The discussion challenged assumptions of inherent American superiority, advocating for self-reflection and growth. A significant insight is the strategy document's explicit framing of artificial intelligence and digital assets as foundational pillars of US national security. This declaration signals strong government support and creates a powerful tailwind for these industries. Investors should recognize this designation as a key factor, making it financially risky to bet against these strategically important sectors. Ultimately, the National Security Strategy document sparks a vital debate on the future of US foreign policy, balancing grand strategy with practical, often selective, engagement.

Episode Overview

  • The hosts deeply analyze a new National Security Strategy document, with one praising it as a coherent, realist framework for a multipolar world and the other criticizing it as contradictory, hypocritical, and based on flawed assumptions.
  • The debate centers on the document's application of "principled realism," questioning whether its selective intervention—prioritizing major geopolitical threats while ignoring humanitarian crises like in Sudan—is a strategic choice or evidence of underlying biases.
  • The conversation explores whether the document's aggressive posturing is a substantive strategy or merely performative, concluding with a significant insight into its declaration of AI and cryptocurrency as pillars of U.S. national security.

Key Concepts

  • Realism vs. "Gobbledygook": The central tension is whether the document represents a coherent, interest-based realist foreign policy ("offshore balancer") or is filled with contradictory and meaningless language.
  • Multipolar World Strategy: The document's acknowledgment that the world is no longer unipolar and that the U.S. must compete for influence, particularly against China in the "Global South," by being a better economic partner.
  • Selective Intervention (The "Maybe Directive"): A core debate over the policy's inconsistent application, where the U.S. intervenes in some conflicts (e.g., preventing an Iran-Israel war) but not others (e.g., Sudan), leading to accusations of hypocrisy.
  • Civilizational and Racial Undertones: The critique that the policy is not purely based on national interest but is influenced by a discriminatory ideology, citing the document's language about "strong traditional families."
  • Performative Foreign Policy ("For the Gram"): The idea that some aggressive foreign policy actions, particularly regarding Venezuela, might be more for public perception and projecting strength than for achieving substantive goals, akin to Cold War-era posturing.
  • American Self-Reflection vs. Superiority: A disagreement on whether the document is a call for the U.S. to self-reflect and improve to compete with China, or if it's based on a flawed, neoconservative assumption of inherent American superiority.
  • AI and Cryptocurrency as National Security: The document's explicit framing of artificial intelligence and digital assets as foundational pillars of U.S. national security, signaling strong government support for these industries.

Quotes

  • At 1:07 - "I think it is the best document on foreign policy published since I've been alive... By the US. This is as good as it's going to get from Washington, DC." - Marko gives his initial, overwhelmingly positive assessment of the National Security Strategy.
  • At 7:01 - "All of that gobbledygook to me means it is nothing and everything at the same time. And that is sort of my feeling about this document." - Jacob summarizes his main criticism of the document's language and lack of clear commitment.
  • At 19:01 - "There's 60,000 people that died over the weekend in Sudan." - Marko Papic uses this stark example to argue that the U.S. cannot intervene in every global tragedy and that a coherent strategy requires prioritizing core national interests.
  • At 20:08 - "Part of the reason what's happening in Sudan is because the UAE and some of these other Gulfy countries are messing around there... So the United States absolutely has levers of influence it could pull." - Jacob Shapiro counters the idea that the U.S. is powerless in Sudan, arguing that its inaction is a choice.
  • At 20:39 - "I thought immediately of Star Trek and the Prime Directive, except if the Prime Directive was the 'maybe directive.'" - Shapiro criticizes the inconsistent application of the non-interventionist policy, suggesting it's not a firm principle but a flexible excuse.
  • At 21:13 - "'Strong traditional families that raise healthy children.' That's not just a demographic argument. They're talking about the types of families, the skin color of families, the beliefs of those families." - Shapiro quotes a line from the document as evidence of what he sees as a racial or cultural subtext driving the policy.
  • At 43:19 - "I wonder if this is about image, perception... as Drake would say it, 'for the gram.'" - Introducing the idea that recent U.S. foreign policy actions regarding Venezuela might be performative for public perception rather than substantive.
  • At 45:12 - "'You flip the country by, like, bombing some poor fishermen... You didn't really deploy any troops... Low cost, high impact, right? High return on your investment, no?'" - Cynically describing a potential outcome in Venezuela as a successful foreign policy "coup" if it avoids a major, costly conflict.
  • At 47:54 - "'This idea that the United States is better at everything... We're better at goods, we're better at technology, we're better at all this other stuff... That's just not true.'" - Criticizing what he sees as a core, flawed assumption in the policy document: that the U.S. can simply assert its superiority.
  • At 63:44 - "They've just told you that AI capex investment boom and digital assets are pillars of national security." - Highlighting the document's significant inclusion of AI and cryptocurrency as key strategic interests for the United States.
  • At 64:34 - "'If you're out there being super, super smart and trying to short like AI or crypto, you just got to understand, you're fighting against the US government.'" - Explaining the powerful investment implications of the government declaring these emerging tech sectors as matters of national security.

Takeaways

  • A realist foreign policy requires accepting that the U.S. cannot intervene in every global crisis, forcing a difficult and explicit prioritization of national interests.
  • Be wary of political language designed to appeal to everyone; phrases like "muscular without being hawkish" often signal a lack of clear commitment or a deliberately vague strategy.
  • Scrutinize the unstated assumptions and potential biases that may drive foreign policy, as ideology can influence which global crises are deemed worthy of intervention.
  • The most effective way to compete with geopolitical rivals is not just through confrontation but through economic self-improvement and offering a better value proposition to developing nations.
  • Evaluate foreign policy based on substantive outcomes rather than just public posturing, as performative actions can be a strategic tool for projecting strength.
  • To counter China's influence, the U.S. must focus on its own domestic shortcomings and improve its offerings rather than simply blaming other countries for partnering with a competitor.
  • When the government designates emerging technologies like AI and crypto as matters of national security, it creates a powerful tailwind for those sectors, making it financially risky to bet against them.