Dr. Kurt Campbell, former Deputy Secretary of State and an architect of the U.S. “Pivot to Asia,” joins the Burn Bag to unpack the strategic crossroads the United States faces in the Indo-Pacific. In a wide-ranging conversation, Campbell discusses the Trump administration’s ongoing tariff negotiations with key allies and partners, the shifting contours of U.S.-China competition, and why he believes the United States is underestimating Beijing’s long-term scale and capacity. Drawing from his recent Foreign Affairs essay with Rush Doshi, we explore his call for a new strategy of “allied scale” that fuses defense, trade, and technology cooperation. Campbell shares sharp insights on the future of AUKUS, the role of partners such as India, Japan, and Korea, and how the U.S. must adapt its strategy to stay competitive in a region that’s central to the 21st century.

Read Kurt's Foreign Affairs op-ed (co-authored with Rush Doshi) here.

In this episode, we’re joined by Shubhi Mishra, founder and CEO of Raft, to talk about what it takes to become a new defense prime. Shubhi challenges the dominance of legacy primes and makes the case for smaller, faster-moving companies that can deliver what the warfighter actually needs. Through her work at Raft — a defense technology company building agile, AI-driven solutions for data fusion and rapid decision-making — she’s tackling one of the most urgent problems in defense: integrating siloed, vendor-locked systems. Shubhi shares her perspective on breaking free from “innovation theater,” reforming acquisition processes, and building real, interoperable solutions at the speed of relevance.

Read more about Shubhi here.

On this episode of The Burn Bag, we unpack the U.S. airstrikes on Iran’s nuclear sites—marking a sharp escalation in the Israel-Iran conflict and raising fears of a wider regional war. National security expert Javed Ali joins us to trace the timeline from the October 7 Hamas attack on Israel to the Israeli strikes deep inside Iran and the decision that brought U.S. forces directly into the fight. We discuss the key turning points that drove the escalation, the role of Iran’s nuclear program in the conflict, and the potential for asymmetric retaliation from Iran’s extensive proxy network. Javed also offers insight into the precarious ceasefire announced by President Trump, what it might take to hold it, and the critical signals to watch in the weeks ahead.