Russia’s fiscal reckoning
In the inaugural episode of The Assessment, host Charlie Edwards holds discussions with Nigel Gould-Davies, IISS Senior Fellow for Russia and Eurasia, and Timothy Ash, BlueBay Senior Sovereign Strategist for Emerging Markets, to explore whether Russia could face a formal fiscal crisis within the ne…
The Assessment
Most analysis tells you what just happened. The Assessment podcast asks what comes next.
Hosted by Charlie Edwards, each episode takes a geopolitical question and opens with a forecast generated by an AI-powered platform. That forecast is then put to leading experts who examine its assumptions,…
NATO and the five percent
In episode two of The Assessment, our experts revisit the Hague summit pledge of 5% of GDP on defence by 2035 one year on and ask whether it's already fiscally out of reach for key NATO members.
Host Charlie Edwards is joined by Fenella McGerty, Senior Fellow for Defence Economics at the IISS, and …
Hormuz: choking the Strait
In the third episode of The Assessment, Charlie Edwards, Emile Hokayem and Elliot Hentov probe an AI forecast suggesting that it is unlikely that major carriers will announce a full resumption of services through the Strait of Hormuz before the end of the year.
They explore Iran's 17 August fee d…
Crisis in the Sahel
In episode four of The Assessment, Charlie Edwards is joined by Dr Dan Watson, Research Associate for Conflict, Security and Development at the IISS, and Paul Melly, Consulting Fellow in the Africa Programme at Chatham House, to unpack the deepening crisis across Mali, Niger and Burkina Faso. With …
Controlling Copper
In episode five of The Assessment, Charlie Edwards is joined by Caroline Bain, founder of Bain Commodities Research, and Natalie Scott-Gray, Senior Metals Demand Analyst at StoneX, to unpack the tightening outlook for the copper market. With ore grades falling at ageing mines and Chinese smelters f…
Season 2, Episode 1: The Manhattan Open
As we begin the 2026-27 school year, we’re taking you back to the beginning of the summer, and a decades-old tradition for many in the Andrean community: the Manhattan Open, a memorial golf tournament played in honour of Charlie Edwards, Class of 1970. In this episode, recorded at Muskoka Highlands…
US Midterms: winds of fury
What happens to US defence funding if Democrats win the House?
In the final episode of this series of The Assessment, Charlie Edwards asks a conditional forecasting question: if Democrats hold a majority in the US House of Representatives on 3 January 2027, will Congress enact full-year FY2027 app…
INTERVIEW: Charlie Edwards - 16 September 2026
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