1 00:00:01,639 --> 00:00:05,720 Speaker 1: Welcome to Crash Course, a podcast about business, political, and 2 00:00:05,840 --> 00:00:09,440 Speaker 1: social disruption and what we can learn from it. I'm 3 00:00:09,440 --> 00:00:16,000 Speaker 1: Tim O'Brien. Today's Crash Course Putin's Russia versus Ukraine. On 4 00:00:16,120 --> 00:00:20,680 Speaker 1: February twenty fourth, twenty twenty two, Russian President Vladimir Putin 5 00:00:20,920 --> 00:00:25,000 Speaker 1: launched a full scale invasion of Ukraine. He intended to 6 00:00:25,079 --> 00:00:30,760 Speaker 1: quickly subjugate the entire country. That, of course didn't happen. Ukraine, 7 00:00:31,120 --> 00:00:35,479 Speaker 1: backed by a global alliance, fought back. Tens of thousands 8 00:00:35,520 --> 00:00:38,760 Speaker 1: of Ukrainians and Russians have died and tens of millions 9 00:00:38,760 --> 00:00:42,800 Speaker 1: of people have been displaced. Energy markets have been disrupted, 10 00:00:43,479 --> 00:00:48,440 Speaker 1: Diplomatic relationships have been reordered. Western Europe has rearmed, and 11 00:00:48,600 --> 00:00:53,520 Speaker 1: NATO has been revitalized. Punishing sanctions have been imposed on Russia, 12 00:00:53,760 --> 00:00:58,760 Speaker 1: but strangling its economy has been difficult. Still. Putin's war 13 00:00:58,800 --> 00:01:03,280 Speaker 1: machine has been exposed is disastrously inept. He's threatened to 14 00:01:03,360 --> 00:01:07,360 Speaker 1: use nuclear weapons if necessary. To take stock of all 15 00:01:07,400 --> 00:01:11,120 Speaker 1: of this, we're joined by Stephen Kotkin. Steve is a 16 00:01:11,160 --> 00:01:14,960 Speaker 1: senior fellow at Stanford University's Hoover Institution where we're having 17 00:01:14,959 --> 00:01:18,360 Speaker 1: this conversation today. He is the author of an epic 18 00:01:18,440 --> 00:01:22,480 Speaker 1: and definitive biography of Joseph Stalin, and he's widely regarded 19 00:01:22,560 --> 00:01:26,759 Speaker 1: as one of our foremost experts on Russia, its history, culture, 20 00:01:27,160 --> 00:01:30,840 Speaker 1: and economy. Hi, Steve, great to see it's him. Thank 21 00:01:30,840 --> 00:01:34,720 Speaker 1: you for the invitation. I wanted to ask you, given 22 00:01:34,760 --> 00:01:39,280 Speaker 1: you how long you've watched all of these contemporary events unfold. 23 00:01:40,360 --> 00:01:44,640 Speaker 1: Were you surprised that Putin invaded Ukraine? It was certainly 24 00:01:44,920 --> 00:01:48,560 Speaker 1: not a complete surprise. The surprise was the fact that 25 00:01:48,600 --> 00:01:52,640 Speaker 1: he had other options to exert pressure and he didn't 26 00:01:52,720 --> 00:01:56,480 Speaker 1: use them. So, for example, he could have tried to 27 00:01:56,560 --> 00:02:00,760 Speaker 1: crash Ukraine's economy and get them to Triuncle. He could 28 00:02:00,760 --> 00:02:04,160 Speaker 1: have tried covert opts and done some damage and said 29 00:02:05,040 --> 00:02:06,920 Speaker 1: I might have to do more if you don't come 30 00:02:06,960 --> 00:02:11,160 Speaker 1: to the negotiating table. There were other ways that he 31 00:02:11,240 --> 00:02:13,800 Speaker 1: could have figured out how to apply some pressure to 32 00:02:13,800 --> 00:02:16,959 Speaker 1: try to get what he wanted. But it turned out 33 00:02:17,280 --> 00:02:22,079 Speaker 1: his appetites were greater than most of us understood them 34 00:02:22,080 --> 00:02:26,359 Speaker 1: to be. He wanted everything. He wanted to take the country. 35 00:02:26,600 --> 00:02:29,440 Speaker 1: He wanted to roll NATO back to its pre nineteen 36 00:02:29,520 --> 00:02:34,120 Speaker 1: ninety seven boarders. He had a kind of crazy apocalyptic 37 00:02:34,240 --> 00:02:38,040 Speaker 1: view of what he might achieve. Of course, all of 38 00:02:38,040 --> 00:02:42,639 Speaker 1: this at Ukraine's expense, so you never know the intentions. 39 00:02:43,440 --> 00:02:47,120 Speaker 1: You know the capabilities, you can see what they have, 40 00:02:47,360 --> 00:02:50,680 Speaker 1: you can assess what they have, you can assess where 41 00:02:50,680 --> 00:02:54,560 Speaker 1: they might be strong, where they might be weak. But 42 00:02:55,440 --> 00:02:58,200 Speaker 1: what are they actually going to do? And since it's 43 00:02:58,240 --> 00:03:02,840 Speaker 1: one guy making the decision, it was hard to understand 44 00:03:02,880 --> 00:03:06,320 Speaker 1: for sure what might happen. Bill Burns at the CIA 45 00:03:06,480 --> 00:03:09,720 Speaker 1: knew more about what Putin was going to do than 46 00:03:09,800 --> 00:03:13,600 Speaker 1: the number two or three guy in Putin's defense ministry 47 00:03:13,760 --> 00:03:17,160 Speaker 1: because he didn't tell them. He kept it very close 48 00:03:17,280 --> 00:03:20,800 Speaker 1: to the vest. Only two or three people four maximum 49 00:03:20,840 --> 00:03:26,560 Speaker 1: were involved, and he made the decision by himself. So 50 00:03:26,600 --> 00:03:31,560 Speaker 1: the fact that he didn't use his capabilities to reduce 51 00:03:31,720 --> 00:03:35,640 Speaker 1: his risks, lower his costs, and to try to get 52 00:03:35,680 --> 00:03:38,640 Speaker 1: his gains that way, I think that was somewhat of 53 00:03:38,640 --> 00:03:42,960 Speaker 1: a surprise. But of course the bigger surprise was Ukraine. 54 00:03:44,320 --> 00:03:46,800 Speaker 1: Before we move on to Ukraine, though, why do you 55 00:03:46,840 --> 00:03:50,440 Speaker 1: think Putin went that route? You mentioned this apocalyptic view 56 00:03:51,320 --> 00:03:55,120 Speaker 1: he has of Ukraine and the West, and probably Russia's 57 00:03:55,240 --> 00:03:58,040 Speaker 1: position in the world more broadly, That all played into 58 00:03:58,080 --> 00:04:00,920 Speaker 1: this but I'm putting Virginia up. Why do you think 59 00:04:01,440 --> 00:04:05,000 Speaker 1: he decided to launch a war rather than prosecute a 60 00:04:05,000 --> 00:04:08,640 Speaker 1: war through other means. We don't know, and I don't 61 00:04:08,640 --> 00:04:12,000 Speaker 1: know that's something that he's going to have to answer for. 62 00:04:12,960 --> 00:04:18,560 Speaker 1: But war has often started at a desperation, the perception 63 00:04:18,839 --> 00:04:24,760 Speaker 1: that you're losing something that you value, that it's drifting 64 00:04:24,800 --> 00:04:28,120 Speaker 1: away from you, that time is not on your side, 65 00:04:28,960 --> 00:04:31,120 Speaker 1: that if you don't go now, you'll never get the 66 00:04:31,200 --> 00:04:35,120 Speaker 1: chance to go again. The door will slam shut, And 67 00:04:35,240 --> 00:04:39,880 Speaker 1: so it's possible once again, I don't know, it's possible 68 00:04:39,920 --> 00:04:44,719 Speaker 1: he saw Ukraine slipping away and that he was never 69 00:04:44,800 --> 00:04:47,760 Speaker 1: going to have a better time to try to reverse that, 70 00:04:48,720 --> 00:04:53,520 Speaker 1: and so ironically it was the fact that Ukraine was 71 00:04:53,880 --> 00:04:58,920 Speaker 1: leaving his grasp in his mind, potentially more quickly or 72 00:04:59,000 --> 00:05:04,640 Speaker 1: potentially even for forever, that made him attempt such an 73 00:05:04,680 --> 00:05:09,719 Speaker 1: apocalyptic approach. People speculate, well, maybe it was because the 74 00:05:09,800 --> 00:05:13,520 Speaker 1: West was so weak and the West was going to 75 00:05:13,640 --> 00:05:16,159 Speaker 1: just roll over, and it was dependent on him in 76 00:05:16,360 --> 00:05:19,520 Speaker 1: energy terms, and therefore there was no way they could 77 00:05:19,520 --> 00:05:22,320 Speaker 1: really resist him, and they hadn't really resisted his two 78 00:05:22,600 --> 00:05:28,719 Speaker 1: and fourteen violent seizure and annexation of Crimea, and maybe 79 00:05:28,880 --> 00:05:32,240 Speaker 1: the Joe Biden administration didn't impress him very much, and 80 00:05:32,760 --> 00:05:37,320 Speaker 1: the withdrawal of Afghanistan potentially emboldened him. And all of 81 00:05:37,360 --> 00:05:41,159 Speaker 1: these other speculations, some of which could certainly have a 82 00:05:41,200 --> 00:05:45,480 Speaker 1: basis in truth, feed into this. But what we do 83 00:05:45,640 --> 00:05:49,960 Speaker 1: know from his public statements, and he made frequent public 84 00:05:50,000 --> 00:05:52,039 Speaker 1: statements in the run up to the war, and since 85 00:05:52,160 --> 00:05:57,159 Speaker 1: he's launched it, he was obsessed with Ukraine and still 86 00:05:57,279 --> 00:06:03,040 Speaker 1: is deep, profound upset with Ukraine. He talks about how 87 00:06:03,240 --> 00:06:08,640 Speaker 1: Ukraine doesn't exist, Ukraine is not a nation. Ukraine is 88 00:06:08,640 --> 00:06:13,000 Speaker 1: really just a fake state, a state created solely to 89 00:06:13,040 --> 00:06:16,880 Speaker 1: try to unravel Russia. In other words, it's a dagger 90 00:06:17,040 --> 00:06:23,240 Speaker 1: pointed at Russia. It's not real. Ukrainians are really just Russians, 91 00:06:24,279 --> 00:06:28,240 Speaker 1: They're not actually Ukrainians. And so this seems to be 92 00:06:28,360 --> 00:06:32,400 Speaker 1: at the core of his thinking, because this is all 93 00:06:32,440 --> 00:06:36,159 Speaker 1: he talks about when he talks about the war, before 94 00:06:36,200 --> 00:06:39,279 Speaker 1: the war and after the war. So if you start 95 00:06:39,320 --> 00:06:44,479 Speaker 1: thinking about the NATO expansion arguments, and you start thinking 96 00:06:44,480 --> 00:06:48,760 Speaker 1: about how the US is sometimes blamed for the war, 97 00:06:49,440 --> 00:06:53,080 Speaker 1: you have to say to yourself, if he's speaking and writing. 98 00:06:53,120 --> 00:06:58,200 Speaker 1: He actually wrote historical essays about Ukraine that he published 99 00:06:58,279 --> 00:07:01,600 Speaker 1: under his own name. When did he published those essays. Yeah, 100 00:07:01,640 --> 00:07:04,800 Speaker 1: he's done quite a number of historical essays about World 101 00:07:04,839 --> 00:07:08,000 Speaker 1: War two and Russia's role in the war and the 102 00:07:08,120 --> 00:07:12,000 Speaker 1: Nazi Soviet Pact and who's responsible for starting the war 103 00:07:12,080 --> 00:07:15,800 Speaker 1: and was Russia really on the offense was it actually 104 00:07:15,880 --> 00:07:18,880 Speaker 1: an ally of Hitler? And then the Ukrainian nation is 105 00:07:18,920 --> 00:07:23,360 Speaker 1: the Ukrainian nation for real. So in the Russian imagination 106 00:07:24,080 --> 00:07:29,200 Speaker 1: from the empire days, there was a Great Russian nation 107 00:07:29,880 --> 00:07:35,600 Speaker 1: and then two smaller related nations, White Russians, which is 108 00:07:35,600 --> 00:07:41,040 Speaker 1: how you translate Bella Russia or bell ARUs and Little Russians, 109 00:07:41,440 --> 00:07:45,520 Speaker 1: which was their name for Ukrainians. So little Russians and 110 00:07:45,640 --> 00:07:49,400 Speaker 1: White Russians and Great Russians are a single family in 111 00:07:49,440 --> 00:07:54,680 Speaker 1: the sort of eighteenth century Russian Empire understanding of ethnicity. 112 00:07:54,720 --> 00:07:59,240 Speaker 1: And let's remember people had religious identity back then, not 113 00:07:59,680 --> 00:08:04,080 Speaker 1: nash or ethnic identity predominantly. Over time, however, you get 114 00:08:04,080 --> 00:08:08,640 Speaker 1: a Ukrainian nation, you get a Ukrainian people, and that consciousness, 115 00:08:09,440 --> 00:08:13,120 Speaker 1: ironically is something that he's done more than anybody else 116 00:08:13,600 --> 00:08:18,640 Speaker 1: to consolidate and to western iz achieving the exact opposite 117 00:08:18,640 --> 00:08:23,800 Speaker 1: of his name. His aims were to destroy this idea 118 00:08:23,800 --> 00:08:26,920 Speaker 1: of a Ukrainian nation, and now he's consolidated it, not 119 00:08:26,960 --> 00:08:30,440 Speaker 1: only for all time, but in a pro Western, anti 120 00:08:30,520 --> 00:08:34,640 Speaker 1: Russian fashion. So that's something that even Stalin didn't achieve 121 00:08:35,320 --> 00:08:39,520 Speaker 1: with his murderous regime. And so this obsession with Ukraine, 122 00:08:40,080 --> 00:08:44,320 Speaker 1: this idea that Ukraine was not really a country, not 123 00:08:44,440 --> 00:08:47,760 Speaker 1: really a people, just part of Russia, belonged to Russia. 124 00:08:47,880 --> 00:08:52,160 Speaker 1: Russia deserved to control it. This seems to be if 125 00:08:52,200 --> 00:08:55,400 Speaker 1: we take his public speeches and writings at face value, 126 00:08:55,880 --> 00:08:58,800 Speaker 1: this seems to be the core of what he was thinking. 127 00:08:59,200 --> 00:09:02,360 Speaker 1: In addition to him launching an invasion, no one expected 128 00:09:02,440 --> 00:09:05,040 Speaker 1: him to, he put an army on the ground that 129 00:09:05,080 --> 00:09:10,240 Speaker 1: has turned out to be almost laughably inept. I don't 130 00:09:10,240 --> 00:09:13,200 Speaker 1: think anyone thinks that it's going necessarily to continue on 131 00:09:13,280 --> 00:09:17,360 Speaker 1: that path, although it might. But were you surprised at 132 00:09:17,360 --> 00:09:22,920 Speaker 1: how poorly prosecuted and ineffective his army was when the 133 00:09:22,960 --> 00:09:26,839 Speaker 1: war launched. Well, you know, once again, many people did 134 00:09:26,920 --> 00:09:29,480 Speaker 1: expect him to launch the war, right. The CIA got 135 00:09:29,480 --> 00:09:34,200 Speaker 1: this right. They had tremendous insight into what was going 136 00:09:34,240 --> 00:09:38,120 Speaker 1: on in his very narrow regime. So let's give credit 137 00:09:38,120 --> 00:09:41,080 Speaker 1: to the intelligence people for figuring this out. They shared 138 00:09:41,120 --> 00:09:45,360 Speaker 1: the insight, the intel in real time, and it went 139 00:09:45,400 --> 00:09:50,200 Speaker 1: a long way to helping form the coalition that opposed 140 00:09:50,280 --> 00:09:54,760 Speaker 1: Putent with the sanctions and everything else. And we did 141 00:09:54,880 --> 00:09:57,360 Speaker 1: think that it was possible. We just thought he had 142 00:09:57,520 --> 00:10:02,120 Speaker 1: cleverer options in the tool kit, let's say, with covert 143 00:10:02,160 --> 00:10:05,040 Speaker 1: opts and applying pressure that way to try to collapse 144 00:10:05,120 --> 00:10:09,240 Speaker 1: the Ukrainian regime. So with the full scale invasion that 145 00:10:09,320 --> 00:10:12,120 Speaker 1: we have that you just referred to in February twenty 146 00:10:12,240 --> 00:10:16,800 Speaker 1: twenty two, February twenty fourth, right, it was actually a coup, 147 00:10:17,360 --> 00:10:21,240 Speaker 1: not an invasion. Let's send in our best guys from 148 00:10:21,400 --> 00:10:27,760 Speaker 1: Belarus very close to Kiev, lightning raid, coup, capture the capitol, 149 00:10:28,559 --> 00:10:31,640 Speaker 1: grab the airport. Then we can land our paratroopers at 150 00:10:31,679 --> 00:10:36,320 Speaker 1: the airport, who could then provide the security perimeter around 151 00:10:36,320 --> 00:10:39,280 Speaker 1: our coup in the capitol. And it all goes up 152 00:10:39,280 --> 00:10:42,720 Speaker 1: in smoke. But it's a closely run thing. They come 153 00:10:42,800 --> 00:10:48,240 Speaker 1: close to seizing the capitol, there's fire outside the presidential palace. 154 00:10:49,120 --> 00:10:52,600 Speaker 1: It's not clear that Zelenski's going to survive this. He's 155 00:10:52,640 --> 00:10:56,360 Speaker 1: talking to the Americans and the Europeans on Zoom and 156 00:10:56,559 --> 00:11:00,240 Speaker 1: other media about how this might be the last time 157 00:11:00,520 --> 00:11:03,800 Speaker 1: he talks to them. That wasn't actually bluff and hyperbole. 158 00:11:04,559 --> 00:11:08,640 Speaker 1: But it fails. The Ukrainians resist successfully, and then you 159 00:11:08,800 --> 00:11:11,480 Speaker 1: end up once again with an invasion and occupation, and 160 00:11:11,600 --> 00:11:16,560 Speaker 1: it fails because the Ukrainians fight back in a surprisingly 161 00:11:16,679 --> 00:11:20,880 Speaker 1: robust way. Is that the key factor and all of that, Yes, 162 00:11:21,080 --> 00:11:26,839 Speaker 1: the Ukrainians, their valor and their ingenuity on the battlefield 163 00:11:26,960 --> 00:11:32,520 Speaker 1: is breathtaking inspiring. That combination, right, the breathtaking combination of 164 00:11:32,920 --> 00:11:35,520 Speaker 1: not just the courage but the ingenuity of how they fight, 165 00:11:35,679 --> 00:11:40,400 Speaker 1: an ingenuity enabled by the way by intelligence briefings they're 166 00:11:40,440 --> 00:11:44,440 Speaker 1: getting from the West, by support they're getting from the 167 00:11:44,440 --> 00:11:47,560 Speaker 1: West to prosecute the war. They have their own intel. Also, 168 00:11:48,760 --> 00:11:51,280 Speaker 1: let's be honest, they get their own intel. But yes, 169 00:11:51,520 --> 00:11:56,160 Speaker 1: we certainly help them. Zelenski has a very modern communications 170 00:11:56,200 --> 00:12:01,920 Speaker 1: equipment that President Biden might recognize for his when he's 171 00:12:02,080 --> 00:12:07,000 Speaker 1: speaking to Western interlocutors and his own people. They get 172 00:12:07,080 --> 00:12:11,559 Speaker 1: off the shelf drones ninety nine dollar drones, the kinds 173 00:12:11,600 --> 00:12:15,520 Speaker 1: that you can buy in Walmart or off Amazon, and 174 00:12:15,760 --> 00:12:18,920 Speaker 1: they hook up a catapult and a grenade to it. 175 00:12:20,040 --> 00:12:24,440 Speaker 1: That's done in people's basements. They do some programming and 176 00:12:24,520 --> 00:12:29,360 Speaker 1: some coding. These are kids. We're talking about the twenty somethings, 177 00:12:29,360 --> 00:12:32,440 Speaker 1: and in some cases the teens in Ukraine are helping 178 00:12:32,440 --> 00:12:36,080 Speaker 1: to fight the war. The whole Russian new economy, their 179 00:12:36,160 --> 00:12:40,440 Speaker 1: internet economy. They're twenty somethings. They flee, they don't want 180 00:12:40,480 --> 00:12:44,160 Speaker 1: any part of this. So Russia is fighting without the tech, 181 00:12:44,280 --> 00:12:47,679 Speaker 1: without the modern economy, without the twenty year olds, because 182 00:12:47,760 --> 00:12:53,480 Speaker 1: those people flee to Armenia Kyrghistan. Right, Armenia is second 183 00:12:53,520 --> 00:12:58,200 Speaker 1: per capita globally to Silicon Valley in it workers. Now, 184 00:12:59,200 --> 00:13:02,000 Speaker 1: I did not know that. That's fascinating because of the 185 00:13:02,080 --> 00:13:05,360 Speaker 1: exodus from Russia. None of them are helping the Russian 186 00:13:05,360 --> 00:13:10,400 Speaker 1: war effort. No, they're against it. They're either indifferent to 187 00:13:10,440 --> 00:13:13,720 Speaker 1: it and trying to escape it, or they're actually trying 188 00:13:13,720 --> 00:13:17,680 Speaker 1: to help the Ukrainians fight it. But the Ukrainians have 189 00:13:18,160 --> 00:13:23,160 Speaker 1: all these people volunteering their ingenuity and know how, and 190 00:13:23,320 --> 00:13:25,600 Speaker 1: at great risk of their own lives, they're doing this. 191 00:13:26,559 --> 00:13:29,040 Speaker 1: So that's been very interesting. We saw that. But let's 192 00:13:29,080 --> 00:13:33,120 Speaker 1: remember the Ukrainians. We knew that they were serious people 193 00:13:33,200 --> 00:13:37,240 Speaker 1: before the war, because twice in our lifetime two thousand 194 00:13:37,240 --> 00:13:40,640 Speaker 1: and three and four aranged revolution. In two and fourteen, 195 00:13:41,160 --> 00:13:46,160 Speaker 1: they overthrew domestic tyrants who try to fraudental elections stay 196 00:13:46,160 --> 00:13:48,480 Speaker 1: in power, and they came out in the streets and 197 00:13:48,559 --> 00:13:53,240 Speaker 1: risk their lives against their own tyrants. So when the 198 00:13:53,280 --> 00:13:57,680 Speaker 1: invasion came, we understood that they would resist. Maybe we 199 00:13:57,800 --> 00:14:01,080 Speaker 1: didn't understand the full extent I speak for myself here 200 00:14:01,520 --> 00:14:04,800 Speaker 1: their ability to resist in the war effort, but we 201 00:14:04,800 --> 00:14:07,000 Speaker 1: were pretty sure there would be at a minimum an 202 00:14:07,000 --> 00:14:11,520 Speaker 1: insurgency against the Russian occupation. Even if Russia was successful 203 00:14:11,840 --> 00:14:15,319 Speaker 1: in taking the capital, that the Ukrainians wouldn't give up. 204 00:14:15,920 --> 00:14:20,040 Speaker 1: But more than that, they prevented Russia from taking the capitol. 205 00:14:20,400 --> 00:14:23,400 Speaker 1: That was the great victory that they won early in 206 00:14:23,480 --> 00:14:28,360 Speaker 1: the war. That did surprise themselves in some cases, and 207 00:14:28,480 --> 00:14:31,160 Speaker 1: certainly the Russians and certainly the rest of the world. 208 00:14:31,480 --> 00:14:34,320 Speaker 1: This is one thing that the CIA didn't get correct, 209 00:14:35,240 --> 00:14:39,120 Speaker 1: was the ability of the Ukrainians to hold their capital 210 00:14:39,480 --> 00:14:43,840 Speaker 1: hold the Russian occupation at bay. Having said that, however, 211 00:14:44,720 --> 00:14:47,760 Speaker 1: Ukraine is not winning the war. We'll come back to 212 00:14:47,800 --> 00:14:49,680 Speaker 1: that in a little bit let's stay for a minute 213 00:14:49,680 --> 00:14:52,480 Speaker 1: on this idea of unexpected developments or surprises. I think 214 00:14:53,200 --> 00:14:56,080 Speaker 1: one of the other unexpected developments in this, I think 215 00:14:56,400 --> 00:15:00,240 Speaker 1: was the cohesion within the West. Who would have thought 216 00:15:00,240 --> 00:15:04,040 Speaker 1: that we'd be talking about rearming both Japan and Germany. 217 00:15:04,440 --> 00:15:08,120 Speaker 1: That was probably unimaginable as recently as three or four 218 00:15:08,200 --> 00:15:12,760 Speaker 1: years ago. Now it's essentially a FATA complete. What do 219 00:15:12,840 --> 00:15:16,200 Speaker 1: you think of that piece of all of this also 220 00:15:16,320 --> 00:15:21,280 Speaker 1: remarkable and also crucially important. I've always been of the 221 00:15:21,320 --> 00:15:25,320 Speaker 1: opinion that the West is by far more powerful than 222 00:15:25,400 --> 00:15:29,480 Speaker 1: people understand. And the West is not a geographical term. 223 00:15:30,480 --> 00:15:35,000 Speaker 1: The West is an institutional and values proposition. So, yes, 224 00:15:35,080 --> 00:15:39,640 Speaker 1: it's North America, Yes it's Europe, but it's also the 225 00:15:39,720 --> 00:15:43,360 Speaker 1: first island chain in the Pacific, in East Asia. Right, 226 00:15:43,360 --> 00:15:48,600 Speaker 1: it's South Korea, it's Taiwan, it's Japan all the way 227 00:15:48,640 --> 00:15:53,280 Speaker 1: down to Australia. That's also the West. Right, Japan is 228 00:15:53,360 --> 00:15:58,960 Speaker 1: not European, but it's Western, and Russia is European, but 229 00:15:59,080 --> 00:16:04,080 Speaker 1: it's not West. Because this is an institutional matrix, its 230 00:16:04,160 --> 00:16:09,360 Speaker 1: rule of law, it's open society, it's open dynamic market economy, 231 00:16:09,840 --> 00:16:13,840 Speaker 1: it's elections that are real rather than fraudulent or not 232 00:16:14,000 --> 00:16:16,880 Speaker 1: existent like in the Chinese case. So this is the 233 00:16:16,920 --> 00:16:21,040 Speaker 1: collective West. It was easy to see it was powerful, 234 00:16:21,080 --> 00:16:25,880 Speaker 1: but it looked like it was dormant. It looked like 235 00:16:26,040 --> 00:16:31,600 Speaker 1: cappuccinos were more important than freedom. But when challenged, when 236 00:16:31,640 --> 00:16:37,600 Speaker 1: there's a criminal aggression right there in Europe, countries bordering 237 00:16:37,800 --> 00:16:41,400 Speaker 1: Ukraine are in the EU part of the West. When 238 00:16:41,440 --> 00:16:45,560 Speaker 1: that happened, the West sprung to action. It was Ukrainian 239 00:16:45,640 --> 00:16:51,960 Speaker 1: valor plus Russian atrocities. That's my equation. Ukrainian valor plus 240 00:16:52,040 --> 00:16:56,600 Speaker 1: Russian atrocities equals Western unity and resolve. I said this 241 00:16:56,720 --> 00:17:00,160 Speaker 1: early on, it's going our way because it's not that 242 00:17:00,200 --> 00:17:04,680 Speaker 1: the Russians are committing atrocities. The whole war is an atrocity. 243 00:17:04,800 --> 00:17:11,040 Speaker 1: They bomb schools, the Germans will send weapons, They bomb hospitals, 244 00:17:11,440 --> 00:17:16,480 Speaker 1: the Germans will send heavy weapons. They start raping children, 245 00:17:17,400 --> 00:17:21,199 Speaker 1: not just women but girls, and the Germans are going 246 00:17:21,240 --> 00:17:27,000 Speaker 1: to send tanks. Right, So this Ukrainian valor plus Russian 247 00:17:27,000 --> 00:17:31,120 Speaker 1: atrocities equals Western unity and resolved has only gotten stronger 248 00:17:31,160 --> 00:17:33,440 Speaker 1: and stronger and stronger over the course of the war. 249 00:17:33,720 --> 00:17:37,040 Speaker 1: And everyone's been predicting at some point it's going to 250 00:17:37,119 --> 00:17:41,000 Speaker 1: go sold At some point the West is going to say, oh, well, 251 00:17:41,040 --> 00:17:44,840 Speaker 1: you know, those cappuccinos are really more important. But that 252 00:17:44,920 --> 00:17:49,240 Speaker 1: hasn't happened despite the predictions. On the contrary, they weaned 253 00:17:49,400 --> 00:17:53,280 Speaker 1: themselves from Russian energy in a much shorter period of 254 00:17:53,320 --> 00:17:57,560 Speaker 1: time than any of us understood was possible. So that 255 00:17:57,720 --> 00:18:01,080 Speaker 1: actually allows us a segue into, you know, maybe the 256 00:18:01,119 --> 00:18:04,080 Speaker 1: second prong of the offensive against Russia. We've talked a 257 00:18:04,119 --> 00:18:07,680 Speaker 1: little bit about the military piece of this. Let's talk 258 00:18:07,680 --> 00:18:10,560 Speaker 1: about economic sanctions. You and I had a conversation about 259 00:18:10,560 --> 00:18:14,160 Speaker 1: that shortly after the war began, and you said that 260 00:18:14,280 --> 00:18:18,119 Speaker 1: people were focusing largely on the wrong things when we 261 00:18:18,160 --> 00:18:21,199 Speaker 1: looked at sanctions on Russia, that the most deadly and 262 00:18:21,560 --> 00:18:25,000 Speaker 1: effective sanctions we could impose would have been technological sanctions, 263 00:18:25,080 --> 00:18:29,680 Speaker 1: and that that wasn't really being fully and robustly conceived. 264 00:18:30,000 --> 00:18:32,359 Speaker 1: Talk to me a little bit about that. So I 265 00:18:32,520 --> 00:18:36,359 Speaker 1: was a skeptic about sanctions, as you know, before the 266 00:18:36,359 --> 00:18:39,440 Speaker 1: war and after the war. This is the single biggest 267 00:18:39,520 --> 00:18:43,600 Speaker 1: mistake that we made, and it's why Ukraine is not 268 00:18:43,680 --> 00:18:47,760 Speaker 1: winning the war right now. What we did with the sanctions, 269 00:18:47,880 --> 00:18:52,600 Speaker 1: and that would include swift, would include freezing the assets 270 00:18:52,640 --> 00:18:55,800 Speaker 1: of Russian central banks. When you say SWIFT, you're talking 271 00:18:55,840 --> 00:18:59,840 Speaker 1: about blocking Russian access to the global banking system essentially, 272 00:19:00,240 --> 00:19:04,000 Speaker 1: and transfer payments. Yes, some Russian banks not being able 273 00:19:04,000 --> 00:19:08,120 Speaker 1: to use the communication system Swift, which is really just 274 00:19:08,160 --> 00:19:10,639 Speaker 1: a messaging system but is nonetheless the one that all 275 00:19:10,720 --> 00:19:15,639 Speaker 1: banks use. And then freezing, not confiscating, but freezing Russian 276 00:19:15,720 --> 00:19:20,080 Speaker 1: central bank assets that were held in Western countries, and 277 00:19:20,240 --> 00:19:24,760 Speaker 1: some of the other things that happened, companies voluntarily pulling 278 00:19:24,800 --> 00:19:29,800 Speaker 1: out of Russia. The problem with all of this is 279 00:19:30,440 --> 00:19:33,200 Speaker 1: it didn't work the way we hoped it would work, 280 00:19:33,720 --> 00:19:37,960 Speaker 1: which was to say, crush the Russian economy and crush 281 00:19:38,080 --> 00:19:43,159 Speaker 1: the Russian will to fight. So in a war, the 282 00:19:43,280 --> 00:19:47,200 Speaker 1: will to fight and the capability to fight are the targets, 283 00:19:47,840 --> 00:19:52,160 Speaker 1: not territory. You can gain territory, you can lose territory 284 00:19:52,600 --> 00:19:54,800 Speaker 1: if the other side is still willing to fight and 285 00:19:54,880 --> 00:19:58,240 Speaker 1: still capable of fighting. You didn't get anything by taking 286 00:19:58,359 --> 00:20:02,600 Speaker 1: territory back. And so we haven't crushed his will to 287 00:20:02,680 --> 00:20:06,880 Speaker 1: fight nor his capability to fight. And in fact, they 288 00:20:06,880 --> 00:20:12,280 Speaker 1: had massive financial reserves built up in case they needed him. 289 00:20:12,320 --> 00:20:14,840 Speaker 1: At some point. Putin had been planning to build a 290 00:20:14,960 --> 00:20:19,720 Speaker 1: can of fortress wall of money around Russia long before 291 00:20:19,720 --> 00:20:24,200 Speaker 1: the war began. What the sanctions did was they strengthened 292 00:20:24,240 --> 00:20:29,760 Speaker 1: their regime, and they annihilated the private sector and the opposition. 293 00:20:31,240 --> 00:20:34,280 Speaker 1: The private sector in the opposition that was our friend. 294 00:20:35,800 --> 00:20:39,800 Speaker 1: The oligarchs who supposedly were in bed with Putin, that 295 00:20:40,000 --> 00:20:44,720 Speaker 1: was our friend. We wanted Russians to peel off from Putin. 296 00:20:45,359 --> 00:20:52,520 Speaker 1: Putin's strength is conflation. Putin equals Russia, conflating his personal regime, 297 00:20:52,600 --> 00:20:57,359 Speaker 1: his personal dictatorship, with the country. So he says Russia 298 00:20:57,440 --> 00:21:01,480 Speaker 1: is under threat. Russia could call as he's talking about 299 00:21:01,480 --> 00:21:06,760 Speaker 1: his personal regime, he's talking about his personal dictatorship is 300 00:21:06,840 --> 00:21:10,280 Speaker 1: under threat. Russia is not under threat. But what we 301 00:21:10,480 --> 00:21:15,719 Speaker 1: did was enable strength in actually that conflation. Instead of 302 00:21:15,800 --> 00:21:22,119 Speaker 1: separating Putin from Russia, we're canceling Balshoy appearances, We're canceling 303 00:21:22,240 --> 00:21:27,280 Speaker 1: tall story in universities and high schools. We're canceling Russia 304 00:21:27,480 --> 00:21:31,879 Speaker 1: across the board, and we're giving Russians nowhere else to 305 00:21:32,000 --> 00:21:37,240 Speaker 1: go except the Putin regime or exile where they can't 306 00:21:37,359 --> 00:21:40,120 Speaker 1: use credit cards because they are Russian citizens and they're 307 00:21:40,160 --> 00:21:44,040 Speaker 1: blocked from the payment system. So you know, this absolutely 308 00:21:44,040 --> 00:21:50,080 Speaker 1: crazy thing that we did was to enable Putin to 309 00:21:50,119 --> 00:21:53,920 Speaker 1: realize his dream. Everyone is more dependent on him than ever. 310 00:21:54,440 --> 00:21:57,280 Speaker 1: The oligarchs have to run to him rather than run 311 00:21:57,320 --> 00:22:01,680 Speaker 1: to us because we sanctioned them, because we freeze their essets, 312 00:22:02,320 --> 00:22:06,480 Speaker 1: because only Putin is safety for them now. And so 313 00:22:06,520 --> 00:22:10,320 Speaker 1: we did this across the board, instead of differentiating, instead 314 00:22:10,359 --> 00:22:13,760 Speaker 1: of deconflating, instead of separating, instead of opening up a 315 00:22:13,840 --> 00:22:18,879 Speaker 1: space for defection, so that you could be patriotic, loyal 316 00:22:18,960 --> 00:22:22,280 Speaker 1: to Russia. You could be proud to be Russian, which 317 00:22:22,320 --> 00:22:25,600 Speaker 1: you could be anti war. You could say this war 318 00:22:25,720 --> 00:22:29,840 Speaker 1: is a criminal aggression, the Putin regime should go, and 319 00:22:29,880 --> 00:22:33,080 Speaker 1: this is not Russia, this is Putin. That was the 320 00:22:33,119 --> 00:22:37,960 Speaker 1: strategy that we needed from the beginning. But the sanctions, unfortunately, 321 00:22:38,000 --> 00:22:41,879 Speaker 1: which are understandable at an emotional level, because it's a 322 00:22:41,880 --> 00:22:46,080 Speaker 1: criminal aggression. We're not going to risk direct US or 323 00:22:46,160 --> 00:22:51,119 Speaker 1: NATO confrontation with Russia on the battlefield, so sanctions looks 324 00:22:51,160 --> 00:22:55,199 Speaker 1: like the best or the only option left there to 325 00:22:55,280 --> 00:23:00,720 Speaker 1: confront Russia, arm Ukraine and try to destroy roy Russia's 326 00:23:00,760 --> 00:23:04,200 Speaker 1: fighting capability with sanctions. But it was a political era 327 00:23:04,600 --> 00:23:08,040 Speaker 1: of colossal magnitude. But I just want to push back 328 00:23:08,040 --> 00:23:10,840 Speaker 1: on that thought for a little bit, because the sanctions 329 00:23:10,840 --> 00:23:13,600 Speaker 1: that have been imposed may take time to work their 330 00:23:13,600 --> 00:23:17,360 Speaker 1: way through the Russian economy. Is part of the problem 331 00:23:17,440 --> 00:23:20,400 Speaker 1: here that people were expecting sanctions to have a more 332 00:23:20,400 --> 00:23:23,760 Speaker 1: immediate impact than they ever could have, and if we 333 00:23:23,800 --> 00:23:27,640 Speaker 1: can wait it out, that this could end up cutting 334 00:23:27,680 --> 00:23:33,840 Speaker 1: off some of the oxygen to the Russian economy. Technological controls, 335 00:23:33,880 --> 00:23:38,080 Speaker 1: controls on tech export always take a long time. That's 336 00:23:38,080 --> 00:23:43,280 Speaker 1: always a generational thing. And so we understood that because 337 00:23:43,600 --> 00:23:48,520 Speaker 1: we practice that. The big bang shock and as sanctions 338 00:23:48,560 --> 00:23:52,280 Speaker 1: that Treasury came up with which were meant to collapse 339 00:23:52,359 --> 00:23:55,520 Speaker 1: the regime or at least collapse the will to fight 340 00:23:56,840 --> 00:24:01,159 Speaker 1: and maybe even the ability to fight. That was the expectation. 341 00:24:02,200 --> 00:24:04,800 Speaker 1: People now say, oh, we didn't expect that. You know, 342 00:24:04,840 --> 00:24:08,600 Speaker 1: they're backing off of what the motivations were. But certainly 343 00:24:08,600 --> 00:24:12,320 Speaker 1: the motivations were a shock and awe knock Russia off 344 00:24:12,400 --> 00:24:16,000 Speaker 1: balance and make them unable to fight. But here's your 345 00:24:16,040 --> 00:24:21,120 Speaker 1: problem once again, wars of attrition. That's what we're in here, right. 346 00:24:21,160 --> 00:24:24,760 Speaker 1: All wars begin as wars of maneuver. Somebody attacks, things 347 00:24:24,800 --> 00:24:29,760 Speaker 1: move really quickly territory is taken. If they're victorious, sometimes 348 00:24:29,760 --> 00:24:32,520 Speaker 1: you get the insurgency against their victory, like what happened 349 00:24:32,560 --> 00:24:36,000 Speaker 1: in Iraq. If they're not victorious, you get the war 350 00:24:36,040 --> 00:24:41,160 Speaker 1: of attrition, and then it's I outproduce you. My willpower stays, 351 00:24:41,520 --> 00:24:47,160 Speaker 1: and my production stays increases, and your production decreases. Well, 352 00:24:47,200 --> 00:24:52,720 Speaker 1: we're not bombing Russian production facilities. They're producing at least 353 00:24:52,760 --> 00:24:58,040 Speaker 1: sixty missiles a month now, and that's with the sanctions, 354 00:24:58,080 --> 00:25:01,640 Speaker 1: sixty missiles a month, not including with they're buying from Iran, 355 00:25:02,280 --> 00:25:04,520 Speaker 1: with they're buying from North Korea. What they went to 356 00:25:04,560 --> 00:25:07,119 Speaker 1: Africa and scooped up that they originally sold to the 357 00:25:07,160 --> 00:25:11,800 Speaker 1: Africans and now rebought or god forbid what they might 358 00:25:11,840 --> 00:25:15,360 Speaker 1: get from the Chinese. Right, so, just on their own steam, 359 00:25:15,480 --> 00:25:19,520 Speaker 1: they got enough to hit Ukraine twice a month forever 360 00:25:20,040 --> 00:25:25,040 Speaker 1: into the foreseeable future with these barrages of missiles. What 361 00:25:25,160 --> 00:25:28,760 Speaker 1: about on our side, no increase of production at all. 362 00:25:29,200 --> 00:25:32,960 Speaker 1: And so ironically, who's the one running out of stuff 363 00:25:33,280 --> 00:25:38,040 Speaker 1: to fight the war? It's us, It's not the Russians. 364 00:25:38,119 --> 00:25:40,720 Speaker 1: And so here we are in a war of attrition 365 00:25:41,680 --> 00:25:47,200 Speaker 1: where it's about our stuff increasing their stuff decreasing. Their 366 00:25:47,280 --> 00:25:51,040 Speaker 1: stuff is not decreasing, and our stuff is not increasing. 367 00:25:51,440 --> 00:25:55,120 Speaker 1: So sure, maybe twenty five years from now, maybe fifteen 368 00:25:55,200 --> 00:25:58,840 Speaker 1: years from now, Russia has some trouble because of export 369 00:25:58,920 --> 00:26:03,240 Speaker 1: technology control rolls more state of the art missiles or 370 00:26:03,240 --> 00:26:07,040 Speaker 1: whatever it might be. And in the meantime Ukrainians are 371 00:26:07,080 --> 00:26:12,359 Speaker 1: being murdered and raped and kidnapped on the battlefield, and 372 00:26:13,359 --> 00:26:17,159 Speaker 1: we don't have enough stuff for them. So, on that 373 00:26:17,200 --> 00:26:19,159 Speaker 1: happy note of thinking about how hard it is to 374 00:26:19,200 --> 00:26:21,399 Speaker 1: supply a war effort, I want to take a break. 375 00:26:21,640 --> 00:26:24,120 Speaker 1: We'll hear from one of our sponsors, and then we'll 376 00:26:24,160 --> 00:26:31,000 Speaker 1: be right back. We're back with Steve Kakin. I was 377 00:26:31,040 --> 00:26:33,919 Speaker 1: first introduced to Steve in nineteen ninety nine after I 378 00:26:33,960 --> 00:26:36,560 Speaker 1: returned from a reporting trip to Moscow for the New 379 00:26:36,640 --> 00:26:39,720 Speaker 1: York Times. I've looked at him for guidance on all 380 00:26:39,800 --> 00:26:43,359 Speaker 1: things Russian ever since, and I'm happy to be continue 381 00:26:43,400 --> 00:26:47,120 Speaker 1: our conversation today. Steve. Let's zoom back in on Putin 382 00:26:47,119 --> 00:26:50,040 Speaker 1: for a minute. He's seventy. He appears to be fit 383 00:26:50,119 --> 00:26:52,879 Speaker 1: as a fiddle, So he could be at this for 384 00:26:52,920 --> 00:26:57,520 Speaker 1: a very long time, couldn't he. The solution here would 385 00:26:57,560 --> 00:27:03,159 Speaker 1: be some type of defection his regime. Not democratic opposition 386 00:27:03,240 --> 00:27:07,520 Speaker 1: that's in exile, but his people inside his regime peeling 387 00:27:07,560 --> 00:27:11,080 Speaker 1: off because they were Russian patriots and they didn't like 388 00:27:11,200 --> 00:27:15,280 Speaker 1: the way this was going, and the West was accommodating 389 00:27:15,720 --> 00:27:22,000 Speaker 1: a Russian patriotism that was anti war, non putin Russian patriotism. 390 00:27:22,040 --> 00:27:25,600 Speaker 1: That's still the game. A good outcome here would be 391 00:27:25,640 --> 00:27:31,120 Speaker 1: an armistice where Ukraine does not agree that territory Russia 392 00:27:31,160 --> 00:27:37,000 Speaker 1: controls is legally Russian. So no necessary peace treaty, no 393 00:27:37,119 --> 00:27:42,439 Speaker 1: agreement to annexations, no legalization of the criminal invasion, but 394 00:27:42,560 --> 00:27:47,000 Speaker 1: an armistice to stop the fighting. Once you get an armistice, 395 00:27:47,080 --> 00:27:49,959 Speaker 1: you have a DMZ. You're going to need a demilitarized 396 00:27:50,040 --> 00:27:53,119 Speaker 1: zone with Russian Ukraine no matter what the outcome of 397 00:27:53,160 --> 00:27:56,840 Speaker 1: the war is, because Russia is actually not going anywhere. 398 00:27:57,240 --> 00:28:01,159 Speaker 1: South Korea is your victory here. If you get something 399 00:28:01,240 --> 00:28:05,840 Speaker 1: like South Korea out of this, sure, it's disappointing, it's 400 00:28:05,960 --> 00:28:09,960 Speaker 1: not a peace treaty, it's just an armistice. They're actually 401 00:28:10,000 --> 00:28:14,480 Speaker 1: still at war on the Korean peninsula. Nonetheless, South Korea 402 00:28:14,480 --> 00:28:17,760 Speaker 1: has been a great outcome. If Ukraine could have an 403 00:28:17,760 --> 00:28:20,760 Speaker 1: outcome like that, and so how did we get the 404 00:28:20,800 --> 00:28:25,480 Speaker 1: South Korean outcome? Stalin died. That's how we got the 405 00:28:25,600 --> 00:28:30,159 Speaker 1: armistice in the war. So if Putin doesn't die, tim 406 00:28:30,240 --> 00:28:34,320 Speaker 1: we need to unravel that regime with defections and get 407 00:28:34,359 --> 00:28:38,400 Speaker 1: another Russia that we can bargain with and deal with. 408 00:28:39,080 --> 00:28:42,000 Speaker 1: Isn't the easiest outcome in all of this. If Putent 409 00:28:42,080 --> 00:28:46,560 Speaker 1: were to die, but no one can get to Putin, no, 410 00:28:46,840 --> 00:28:50,440 Speaker 1: well you can try. I wouldn't recommend it. He's in 411 00:28:50,440 --> 00:28:54,920 Speaker 1: a cocoon. He's got a thirty thousand member Praetorian Guard 412 00:28:55,480 --> 00:28:59,600 Speaker 1: multiple as a security. He's in this vast, deep cocoon. 413 00:29:00,000 --> 00:29:03,560 Speaker 1: Almost nobody has any access to him, and the people 414 00:29:03,560 --> 00:29:06,320 Speaker 1: who have access to him are loyal. There's been no 415 00:29:06,440 --> 00:29:11,680 Speaker 1: defection or disaffection in that group, that Praetorian Guard. So 416 00:29:11,720 --> 00:29:15,080 Speaker 1: those are his IT people, his cooks, his cleaners. Right, 417 00:29:15,440 --> 00:29:19,720 Speaker 1: those people are vetted, those people are watched closely, and 418 00:29:19,800 --> 00:29:23,120 Speaker 1: those people are not allowing you to penetrate the regime. 419 00:29:23,120 --> 00:29:27,160 Speaker 1: It could happen, but this is what he does, right. 420 00:29:27,520 --> 00:29:32,200 Speaker 1: He suppresses all political alternatives and he obsesses about security. 421 00:29:32,800 --> 00:29:35,640 Speaker 1: So it would be fabulous if he were to die 422 00:29:35,760 --> 00:29:41,120 Speaker 1: from natural causes and the war would end. Sure of that, 423 00:29:41,400 --> 00:29:45,440 Speaker 1: you're going to need some type of unraveling of the regime, 424 00:29:46,280 --> 00:29:49,160 Speaker 1: which is not happening. There's no evidence that it's happening 425 00:29:49,240 --> 00:29:53,400 Speaker 1: right now. Because let's be honest, you think you might 426 00:29:53,840 --> 00:29:56,600 Speaker 1: oppose Putin and you're going to have to talk to 427 00:29:56,640 --> 00:29:59,720 Speaker 1: other people about that. You can't do it yourself. The 428 00:29:59,800 --> 00:30:04,000 Speaker 1: first first person you tell let's get together and undo 429 00:30:04,040 --> 00:30:06,960 Speaker 1: this Putent thing, that person's going to run immediately to 430 00:30:07,000 --> 00:30:09,840 Speaker 1: Putin and knock on you to save their own life, 431 00:30:09,880 --> 00:30:13,560 Speaker 1: protect themselves because they're worried that there's eavesdropping could be 432 00:30:13,600 --> 00:30:15,800 Speaker 1: a test of their loyalty, and so they're going to 433 00:30:15,880 --> 00:30:19,200 Speaker 1: run immediately to Putin. So internal dynamics of this regime, 434 00:30:19,760 --> 00:30:23,760 Speaker 1: building trust to undo the regime is really hard. You 435 00:30:23,840 --> 00:30:26,600 Speaker 1: got to do that with a government in exile. You 436 00:30:26,720 --> 00:30:29,680 Speaker 1: got to take a bunch of Russians in London and 437 00:30:29,800 --> 00:30:32,160 Speaker 1: make them your government. And so when you have the 438 00:30:32,240 --> 00:30:36,520 Speaker 1: Munich Security Conference and you don't invite Russians because they're 439 00:30:36,520 --> 00:30:39,600 Speaker 1: just going to come and spet propaganda, well, here's Russians 440 00:30:39,600 --> 00:30:42,880 Speaker 1: you can invite to the Munich Security Conference or fill 441 00:30:42,920 --> 00:30:45,080 Speaker 1: in the blank of where you might invite them to 442 00:30:45,200 --> 00:30:49,480 Speaker 1: EU meetings, to G seven meetings, to G twenty meetings. Right, 443 00:30:49,960 --> 00:30:52,840 Speaker 1: you have to begin to build the idea of another 444 00:30:52,960 --> 00:30:58,480 Speaker 1: Russia that Russian nationalists can defect two as long as 445 00:30:58,480 --> 00:31:02,200 Speaker 1: it's ending the war. Remember, if Putin's overthrown in a coup, 446 00:31:02,320 --> 00:31:08,720 Speaker 1: tim there's no guarantee that a capitulationist leader replaces him, 447 00:31:08,760 --> 00:31:13,160 Speaker 1: maybe again an escalatory leader. So your goal is not 448 00:31:13,680 --> 00:31:17,880 Speaker 1: Russians who are going to be members of the Democratic 449 00:31:17,920 --> 00:31:20,680 Speaker 1: Party in the United States and align with those values. 450 00:31:21,400 --> 00:31:24,280 Speaker 1: Your goal is Russians who can be whatever they want 451 00:31:24,720 --> 00:31:28,160 Speaker 1: because you're pluralist and your values and your pluralist in 452 00:31:28,200 --> 00:31:33,000 Speaker 1: allowing whatever politics. But they're anti war, they're for ending 453 00:31:33,040 --> 00:31:36,400 Speaker 1: the war. They're for granting an armistice to Ukraine. They're 454 00:31:36,440 --> 00:31:40,600 Speaker 1: for stopping the murder, stopping the kidnapping, the destruction of 455 00:31:40,760 --> 00:31:45,600 Speaker 1: Ukrainian cultural artifacts. Someone else has to come into the 456 00:31:45,680 --> 00:31:50,600 Speaker 1: picture to destabilize that regime, so that there's the imagination 457 00:31:51,120 --> 00:31:55,120 Speaker 1: in the Russian mind of political alternatives to Putin. There's 458 00:31:55,160 --> 00:31:59,600 Speaker 1: a future for Russia. Russians can be proud of their civilization, 459 00:32:00,080 --> 00:32:03,600 Speaker 1: their culture, their country, but the war has to stop. 460 00:32:03,960 --> 00:32:06,920 Speaker 1: And if we don't get their tim then it's a 461 00:32:06,960 --> 00:32:11,000 Speaker 1: wing and a prayer right now that we outproduce them 462 00:32:11,120 --> 00:32:15,520 Speaker 1: somehow and that they don't continue to produce those weapons 463 00:32:15,600 --> 00:32:19,160 Speaker 1: that they're using on the battlefield, because you see Ukraine, 464 00:32:19,240 --> 00:32:22,880 Speaker 1: they need their country tim they don't have another country. 465 00:32:23,840 --> 00:32:27,600 Speaker 1: So if Ukraine gets wrecked, that's not victory. Even if 466 00:32:27,640 --> 00:32:32,200 Speaker 1: they hold their capital, even if they hold territory, even 467 00:32:32,240 --> 00:32:34,240 Speaker 1: if they take back some of the territory that the 468 00:32:34,320 --> 00:32:41,600 Speaker 1: Russians have. The Russians are destroying ukraine infrastructure, people, culture, 469 00:32:42,560 --> 00:32:45,880 Speaker 1: Russia has its own country. Russia's country is a thousand 470 00:32:45,960 --> 00:32:49,920 Speaker 1: times the size of the parts of Ukraine that they're occupying. 471 00:32:50,280 --> 00:32:54,560 Speaker 1: They don't actually need Ukraine. If Putin recks Ukraine, who 472 00:32:54,600 --> 00:32:58,240 Speaker 1: wins that? Do the Ukrainians win or do the Russians win? Right? 473 00:32:58,440 --> 00:33:03,320 Speaker 1: So for Putin, I have Ukraine, nobody can have Ukraine. 474 00:33:04,200 --> 00:33:08,000 Speaker 1: Do you think that Putin would use nukes? He has 475 00:33:08,040 --> 00:33:11,280 Speaker 1: the capability. You have to take seriously that he has 476 00:33:11,280 --> 00:33:16,040 Speaker 1: the capability. There's many, many arguments about mutually assured destruction 477 00:33:16,360 --> 00:33:20,160 Speaker 1: otherwise known as mad The problem with those arguments is 478 00:33:20,200 --> 00:33:25,120 Speaker 1: that they're true until the second they're not true. So 479 00:33:25,200 --> 00:33:28,680 Speaker 1: sure it makes no sense, but then it could happen. 480 00:33:29,480 --> 00:33:32,960 Speaker 1: I've often thought that when he threatens to use nukes, 481 00:33:32,960 --> 00:33:36,920 Speaker 1: he's bluffing. Every time he's threatened fire and brimstone from 482 00:33:36,960 --> 00:33:40,800 Speaker 1: the beginning, he hasn't acted on those threats. When we've 483 00:33:40,800 --> 00:33:43,560 Speaker 1: crossed those lines, he said, if you supply them with weapons, 484 00:33:44,000 --> 00:33:46,920 Speaker 1: you're going to get a response like you've never seen 485 00:33:47,000 --> 00:33:49,960 Speaker 1: before in history. And then nothing happened. So you start 486 00:33:50,000 --> 00:33:52,800 Speaker 1: to see this crying wolf phenomenon. You start to think 487 00:33:54,120 --> 00:33:56,800 Speaker 1: we can do what we want because he's never gonna 488 00:33:57,040 --> 00:34:01,040 Speaker 1: actually use those weapons of mass destruction. But once again, 489 00:34:01,080 --> 00:34:04,120 Speaker 1: the problem is he's got them, so you can't just 490 00:34:04,240 --> 00:34:07,280 Speaker 1: ignore that fact. Yeah, it would be crazy if he 491 00:34:07,360 --> 00:34:10,719 Speaker 1: did it, and he could do it, so we have 492 00:34:10,880 --> 00:34:16,239 Speaker 1: to tiptoe along that line and cautious. I'm of the 493 00:34:16,280 --> 00:34:19,719 Speaker 1: opinion that if he uses tactical nukes in Ukraine, that 494 00:34:19,719 --> 00:34:25,239 Speaker 1: that's the quickest path to Ukrainian military victory on the battlefield. Why, 495 00:34:26,800 --> 00:34:33,280 Speaker 1: because NATO gets directly involved with conventional forces and wipes 496 00:34:33,320 --> 00:34:37,960 Speaker 1: out Russian forces and weapons on Ukrainian soil, wipes out 497 00:34:37,960 --> 00:34:41,960 Speaker 1: the Russian occupation because it has to react. One of 498 00:34:41,960 --> 00:34:45,080 Speaker 1: the things about this threshold of not wanting to get 499 00:34:45,200 --> 00:34:49,960 Speaker 1: involved directly US or NATO forces against Russian forces on 500 00:34:50,000 --> 00:34:53,520 Speaker 1: the battlefield is there's no domestic political support for that, 501 00:34:53,880 --> 00:34:56,320 Speaker 1: as I said, and there's no support in the Alliance 502 00:34:56,360 --> 00:34:59,160 Speaker 1: and their domestic populations. And we live in a democracy. 503 00:35:00,040 --> 00:35:03,960 Speaker 1: Foreign policy has to be rooted in majority public opinion 504 00:35:04,040 --> 00:35:07,839 Speaker 1: to be enduring, sustainable over time. But if he were 505 00:35:07,880 --> 00:35:11,719 Speaker 1: to do the unthinkable, the crazy, what he could do 506 00:35:11,880 --> 00:35:15,759 Speaker 1: to use the tactical nuclear weapons that would change the 507 00:35:15,880 --> 00:35:21,400 Speaker 1: opinion situation in the US and in the NATO Alliance 508 00:35:22,080 --> 00:35:27,320 Speaker 1: and potentially make it more popular or indeed very popular 509 00:35:27,800 --> 00:35:32,680 Speaker 1: to respond in some significant fashion. It could go the 510 00:35:32,719 --> 00:35:36,040 Speaker 1: other way. It could go that it unravels the coalition 511 00:35:36,080 --> 00:35:39,080 Speaker 1: and people say, Okay, now that he's using nukes, stop, 512 00:35:39,280 --> 00:35:43,200 Speaker 1: I've had enough with fighting this. But it could ironically 513 00:35:43,239 --> 00:35:47,040 Speaker 1: be the case once again that he steps on the rake. Here. 514 00:35:47,560 --> 00:35:50,239 Speaker 1: You started out talking about all the things he hoped 515 00:35:50,280 --> 00:35:56,280 Speaker 1: to accomplish, and he's accomplishing the opposite, perverse and unintended consequences. Okay, 516 00:35:56,320 --> 00:35:59,439 Speaker 1: With visions of mushroom clouds dancing in our heads, Steve 517 00:35:59,520 --> 00:36:01,120 Speaker 1: and I are going to take a break. Listen to 518 00:36:01,160 --> 00:36:03,239 Speaker 1: one of our sponsors, and then we'll come right back. 519 00:36:07,040 --> 00:36:10,600 Speaker 1: We're back with Steve Kotkin, one of our foremost Russian 520 00:36:10,640 --> 00:36:15,680 Speaker 1: authorities and scholars. Steve, you often described Russia to me 521 00:36:15,840 --> 00:36:19,840 Speaker 1: as episodically powerful. It was powerful underpd to the great 522 00:36:19,960 --> 00:36:25,239 Speaker 1: it was powerful under Stallin, but that it's a relatively 523 00:36:25,320 --> 00:36:29,640 Speaker 1: weak superpower overall. Do Putin and Russia come out of 524 00:36:29,640 --> 00:36:32,759 Speaker 1: this conflict in Ukraine weekend? Ultimately? Do you think or no? 525 00:36:33,760 --> 00:36:37,719 Speaker 1: This war is about their weakness, not their strength. This 526 00:36:37,840 --> 00:36:41,760 Speaker 1: is a strategy of a failing country, not a succeeding country. 527 00:36:42,120 --> 00:36:45,080 Speaker 1: Russia wants to be in the first rank of powers. 528 00:36:45,560 --> 00:36:51,240 Speaker 1: It wants to be deciding the fate of Europe European security. 529 00:36:51,320 --> 00:36:53,920 Speaker 1: It wants to be astride the world the way it 530 00:36:54,040 --> 00:36:56,839 Speaker 1: is at the UN with a permanent veto in the 531 00:36:56,920 --> 00:37:01,320 Speaker 1: Security Council. Why does Russia love the UN? Because everywhere 532 00:37:01,320 --> 00:37:04,720 Speaker 1: else Russia is just another country. But at the UN 533 00:37:04,760 --> 00:37:07,640 Speaker 1: it's a permanent member of the Security Council with a 534 00:37:07,760 --> 00:37:11,960 Speaker 1: veto which it earned by defeating Hitler's land Army on 535 00:37:12,040 --> 00:37:15,799 Speaker 1: the Eastern Front in World War Two, let's remember. And 536 00:37:15,880 --> 00:37:19,320 Speaker 1: so its aspirations are to be a power of the 537 00:37:19,400 --> 00:37:23,600 Speaker 1: first rank, and its capabilities have never been that ever, 538 00:37:24,440 --> 00:37:26,680 Speaker 1: not because they're not a powerful country. They are a 539 00:37:26,680 --> 00:37:30,120 Speaker 1: powerful country, but there are other powerful countries in all 540 00:37:30,200 --> 00:37:34,560 Speaker 1: powers relative and so there's this thing called the United States, 541 00:37:34,880 --> 00:37:38,839 Speaker 1: and the United States has built this amazing system of alliances, 542 00:37:38,880 --> 00:37:42,640 Speaker 1: this incredible open sphere of influence which is economic and 543 00:37:42,719 --> 00:37:47,359 Speaker 1: security and soft power and just breath taking, and they're 544 00:37:47,440 --> 00:37:51,120 Speaker 1: up against that. So they're a great power. Right. You 545 00:37:51,200 --> 00:37:56,120 Speaker 1: can probably play soccer, and if you played against the 546 00:37:56,200 --> 00:37:59,480 Speaker 1: five year olds that were running outside my house this morning, 547 00:38:00,239 --> 00:38:03,080 Speaker 1: you might be able to beat them, crush them. And 548 00:38:03,120 --> 00:38:06,200 Speaker 1: then all of a sudden, Lionel Messi will show up 549 00:38:06,239 --> 00:38:09,200 Speaker 1: on and then you'll say, oh, this is a different 550 00:38:09,280 --> 00:38:12,480 Speaker 1: league I'm playing in. Now. That's been Russia's problem through 551 00:38:12,520 --> 00:38:15,560 Speaker 1: the ages. They can beat the five year olds, or 552 00:38:15,600 --> 00:38:17,920 Speaker 1: they can beat the lesser powers, but then they come 553 00:38:18,000 --> 00:38:21,920 Speaker 1: up against a greater power, in fact, the greatest power. 554 00:38:23,000 --> 00:38:28,120 Speaker 1: And so this weakness, this cry of anger and resentment, 555 00:38:28,200 --> 00:38:32,719 Speaker 1: this royaling cauldron of wanting and not being able to 556 00:38:32,760 --> 00:38:35,720 Speaker 1: be the greatest power in the world. Again and again 557 00:38:36,280 --> 00:38:40,000 Speaker 1: Russia tries to overcome this weakness, and again and again 558 00:38:40,040 --> 00:38:45,400 Speaker 1: it backfires and so Putin has now produced a worst 559 00:38:45,440 --> 00:38:50,360 Speaker 1: strategic situation for Russia than the one he was complaining about. 560 00:38:51,719 --> 00:38:54,919 Speaker 1: And this is not something that he's done alone. This 561 00:38:55,000 --> 00:38:58,040 Speaker 1: is a pattern in Russian history. I call this the 562 00:38:58,239 --> 00:39:05,239 Speaker 1: geopolitical conundrum that Russia faces too much geopolitics, too much aspiration, 563 00:39:05,400 --> 00:39:09,239 Speaker 1: not matching capabilities, too much trying to leap and overcome 564 00:39:09,560 --> 00:39:13,280 Speaker 1: the chasm and ending up in a worse situation time 565 00:39:13,520 --> 00:39:16,680 Speaker 1: and time again. What does he do then? Does he 566 00:39:16,800 --> 00:39:20,760 Speaker 1: accept defeat or does he decide he won't accept defeat? 567 00:39:21,160 --> 00:39:23,960 Speaker 1: And that's a question. Fortunately you and I don't have 568 00:39:24,040 --> 00:39:27,320 Speaker 1: to answer, but there's somebody sitting in a big chair 569 00:39:28,000 --> 00:39:31,000 Speaker 1: in the White House who's got to think about that question. 570 00:39:32,080 --> 00:39:34,440 Speaker 1: Since you brought up the White House, tell me what 571 00:39:34,560 --> 00:39:38,000 Speaker 1: kind of grades would you give the Biden administration for 572 00:39:38,280 --> 00:39:42,880 Speaker 1: prosecuting this war. A government is graded on a curve, 573 00:39:44,560 --> 00:39:46,520 Speaker 1: you know in academia, that's where you can get a 574 00:39:46,560 --> 00:39:49,959 Speaker 1: low score numerically but still get a decent letter grade 575 00:39:50,000 --> 00:39:53,080 Speaker 1: because everybody gets a low score, and your low score 576 00:39:53,120 --> 00:39:56,200 Speaker 1: is a little higher than theirs. So we grade government 577 00:39:56,239 --> 00:39:59,040 Speaker 1: on a curve. We have expectations that government is hard. 578 00:39:59,520 --> 00:40:02,600 Speaker 1: There's a lot to opposition. There's a lot of things 579 00:40:02,600 --> 00:40:07,239 Speaker 1: that government is all fumbs. I would say that very 580 00:40:07,280 --> 00:40:12,560 Speaker 1: good on building the coalition, very good on maintaining support 581 00:40:13,160 --> 00:40:16,960 Speaker 1: for the war for more than a year now. Very 582 00:40:17,000 --> 00:40:20,280 Speaker 1: good in other words, that latching on to Ukrainian valor 583 00:40:20,360 --> 00:40:24,839 Speaker 1: and courage and making the most of it. Not so 584 00:40:24,880 --> 00:40:28,879 Speaker 1: good on figuring out what victory could look like and 585 00:40:28,920 --> 00:40:32,000 Speaker 1: how we could get to victory, and how we could 586 00:40:32,040 --> 00:40:36,120 Speaker 1: not push all the Russians into Putin's lap but instead 587 00:40:36,760 --> 00:40:40,160 Speaker 1: separate them from Putin. So on some of the big 588 00:40:40,200 --> 00:40:43,520 Speaker 1: things high scores, and on one of the biggest things 589 00:40:44,040 --> 00:40:47,759 Speaker 1: a low score. But government is a lot harder than 590 00:40:47,840 --> 00:40:51,520 Speaker 1: sitting here in the tower at Stanford University, at the 591 00:40:51,560 --> 00:40:55,759 Speaker 1: Hoover Institution, talking about what the grade might be, not 592 00:40:55,880 --> 00:40:58,600 Speaker 1: just sitting in any part of the tower. Your office 593 00:40:58,640 --> 00:41:02,600 Speaker 1: happens to be Herbert Hoover Old Study, right. Yes, I'm 594 00:41:02,719 --> 00:41:06,799 Speaker 1: very lucky that way. Tell me something you've learned from 595 00:41:06,800 --> 00:41:10,719 Speaker 1: watching this war unfold. We always want to end on 596 00:41:10,760 --> 00:41:12,920 Speaker 1: a learning note on this show, and what we can 597 00:41:13,000 --> 00:41:16,840 Speaker 1: learn from Collisions crash course is both instructive and a 598 00:41:16,920 --> 00:41:21,080 Speaker 1: learning moment. So tell me what you've learned. It's new 599 00:41:21,120 --> 00:41:25,480 Speaker 1: to you. In watching this war, sadly, I've learned many things. 600 00:41:25,520 --> 00:41:29,720 Speaker 1: I already knew that the world is full of evil, 601 00:41:30,560 --> 00:41:35,520 Speaker 1: that war is still a problem. Happens, it's not something 602 00:41:35,560 --> 00:41:41,240 Speaker 1: that is let's say rare. I've also learned that the West, 603 00:41:41,640 --> 00:41:44,920 Speaker 1: rather than one world is um is the basis of 604 00:41:44,960 --> 00:41:49,120 Speaker 1: our security and prosperity. So the GAT rather than the 605 00:41:49,280 --> 00:41:54,439 Speaker 1: wto NATO, the EU, and the First Island chain rather 606 00:41:54,480 --> 00:41:58,800 Speaker 1: than Kumbaya. Those are all things that I thought before 607 00:41:58,920 --> 00:42:02,759 Speaker 1: that have been straightened with this war. The biggest thing 608 00:42:02,760 --> 00:42:06,080 Speaker 1: I got wrong is I expected another part of the 609 00:42:06,120 --> 00:42:10,719 Speaker 1: world to blow up while this was happening. I expected 610 00:42:10,800 --> 00:42:14,719 Speaker 1: other countries to take advantage of the situation, whether that 611 00:42:14,760 --> 00:42:20,160 Speaker 1: would be something happening with Iran, something happening with North Korea, 612 00:42:20,200 --> 00:42:25,040 Speaker 1: with China. I expected, maybe it wouldn't even be in 613 00:42:25,040 --> 00:42:28,160 Speaker 1: a place that I was paying attention to. So one 614 00:42:28,239 --> 00:42:32,600 Speaker 1: bad thing happens, and it's not an isolated event. It's 615 00:42:32,600 --> 00:42:35,920 Speaker 1: a potential trigger for other bad things to happen in 616 00:42:35,960 --> 00:42:40,040 Speaker 1: an unraveling. So far that's not been the case. I 617 00:42:40,200 --> 00:42:43,799 Speaker 1: predicted that that would happen, and I've been wrong about that, fortunately, 618 00:42:44,160 --> 00:42:46,719 Speaker 1: So let's hope I continue to be wrong about that 619 00:42:47,200 --> 00:42:51,759 Speaker 1: going forward, because it's enough already trying to resolve this 620 00:42:51,800 --> 00:42:55,680 Speaker 1: criminal aggression against Ukraine. Steve, we're out of time. I 621 00:42:55,680 --> 00:42:57,520 Speaker 1: appreciate you sitting with me today, and I'm going to 622 00:42:57,600 --> 00:42:59,040 Speaker 1: come back and pass to you against some time in 623 00:42:59,080 --> 00:43:03,560 Speaker 1: the future. Tim always great to talk to you. You 624 00:43:03,600 --> 00:43:07,680 Speaker 1: can find Stephen Cootkin's book Stalin Paradoxes of Power and 625 00:43:07,840 --> 00:43:11,120 Speaker 1: Stalin Waiting for Hitler, the first two volumes of a 626 00:43:11,160 --> 00:43:14,760 Speaker 1: three part biography of Joseph Stalin wherever books are sold 627 00:43:16,040 --> 00:43:21,440 Speaker 1: here At crash Course, we believe that collisions can be messy, impressive, challenging, surprising, 628 00:43:21,640 --> 00:43:25,359 Speaker 1: and always instructive. In today's Crash Course, I learned that 629 00:43:25,400 --> 00:43:29,600 Speaker 1: no matter how forceful our military response to Putin's invasion 630 00:43:29,680 --> 00:43:32,760 Speaker 1: might be, and how tightly we draw the financial noose 631 00:43:33,200 --> 00:43:37,280 Speaker 1: around the Russian economy, Vladimir Putin and his war maybe 632 00:43:37,280 --> 00:43:40,919 Speaker 1: with us for a very long time. What did you learn? 633 00:43:41,520 --> 00:43:43,920 Speaker 1: We'd love to hear from you. You can tweet at 634 00:43:43,920 --> 00:43:47,759 Speaker 1: the Bloomberg Opinion handle at Opinion or me at Tim 635 00:43:47,760 --> 00:43:52,279 Speaker 1: O'Brien using the hashtag Bloomberg Crash Course. You can also 636 00:43:52,320 --> 00:43:55,120 Speaker 1: subscribe to our show wherever you're listening right now and 637 00:43:55,280 --> 00:43:58,080 Speaker 1: leave us a review. It helps more people find the show. 638 00:43:59,000 --> 00:44:02,880 Speaker 1: This episode was produced by the indispensable Annamazarakis and me. 639 00:44:03,520 --> 00:44:06,840 Speaker 1: Our supervising producer is Magnus Hendrickson, and we had editing 640 00:44:06,880 --> 00:44:11,160 Speaker 1: help from Sage Bowman, Katie Boys, Jeff Grocott, Mike Nietza 641 00:44:11,440 --> 00:44:15,600 Speaker 1: and Christine Vanden Bilard. Blake Maples does our sound engineering 642 00:44:16,000 --> 00:44:19,359 Speaker 1: and our original theme song was composed by Luis Gara. 643 00:44:19,760 --> 00:44:22,920 Speaker 1: I'm Tim O'Brien. We'll be back next week with another 644 00:44:22,920 --> 00:44:23,560 Speaker 1: Crash course