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What's up, everybody? My name is Demetri Kofinas, and you're listening to Hidden Forces, a podcast that inspires investors, entrepreneurs, and everyday citizens to challenge consensus narratives and learn how to think critically about the systems of power shaping our world. My guest in this episode of Hidden Forces is Odd Arne Westad, one of the world's foremost historians of the Cold War in East Asia, a professor of history at Yale University, and the author of several landmark works on global history, including his latest, the Coming Storm, in which he draws on the turbulent decades leading up to World War I to both illuminate and help guard against the precarity of the present moment. We spend the first hour of this conversation exploring why the Cold War is the wrong historical lens through which to view today's world, and why the period between the late 19th and early 20th centuries, the age of multipolarity, rapid globalization, imperial decline, and great power rivalry, offers a far more instructive and frankly, more alarming set of parallels. We begin by discussing what went wrong after the fall of the Soviet Union, how the end of the Bretton woods system helped make China's economic rise possible, and the striking structural similarities between the rise of Germany before 1914 and the rise of China today. We also examine the roles that Russia, India, and the United States play in this historical analogy and and how the failure to integrate rising powers into meaningful international frameworks then and now, has set the stage for catastrophic conflict. The second hour is devoted to a deeper exploration of the specific forces that could push the world from strategic rivalry and competition to outright war and conflict, including conversations about the role of nuclear weapons in a multipolar world. The most dangerous flashpoints from Taiwan to the Korean Peninsula to the South China Sea and China's border with India, and the underappreciated threat that terrorism could pose today as a catalyst for great power conflict. We also discussed the internal political dynamics that boxed leaders into impossible positions before 1914 and how frighteningly familiar those constraints look today. We close with what Professor Westad believes must be done urgently to stabilize the international system and reduce the risk of a conflict whose consequences we are not remotely prepared to face. If you want access to all of this conversation, go to hiddenforces IO subscribe and join our premium feed, which you can listen to on your mobile device using your favorite podcast app, just like you're listening to this episode right now. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q and A calls with guests, discounted access to third party research and analysis and in person events like our intimate dinners and weekend retreats. You can also do that on our subscriber page and if you still have questions, feel free to send an email to infoiddenforcesio and I or someone from our team will get right back to you. And with that, please enjoy this incredibly rich, informative and urgently needed conversation with my guest, Odd Arne Westad. Professor Westad, welcome to Hidden Forces.
B
Thank you very much, Dmitry. It's a pleasure to be with you this morning.
A
Oh, I'm very excited. Do you remember when I reached out to you a year or so ago when I was reading your book on the Cold War? Yeah, you do remember?
B
Okay, I do remember that.
A
I don't think you responded to me. But anyway, the great thing is that,
B
yeah, this is the problem. I mean, particularly when I'm in writing mode, I sometimes get to my inbox, but I wouldn't always claim to get through it.
A
Yeah, well, it's okay because you came up with a new book and it's so timely and it was a great opportunity to have you on. And I've read it and that's what the main thrust of this conversation is about. But just a couple of questions to begin with, one philosophical question to kick us off and then maybe a few questions on the Cold War since again, I know you primarily as a historian of the Cold War in East Asia. What drew you into history?
B
So I grew up in a small port city in Norway on the Norwegian west coast. And I think I was always fascinated by all of these ships that were coming in and leaving to the port from faraway places, from Southern Europe, from Britain, from even from this side of the Atlantic. I was always struck by, you know, how do you get to understand that world that is out there? And I think when I was quite young, history was one of the things that I was thinking about would help me understand better, you know, the bigger picture in terms of what was going on. It wasn't the only thing I wasn't, you know, it took me a long time to become convinced that I would actually do this as an historian. But I was always interested in history. And that I think goes back to those very early childhood years.
A
Did you have a sense that it was important or is that something that you think you arrived at once you began to study it?
B
I do think my sense was that it was important, but of course I didn't know how it was. You know, you think about it in terms of backgrounds, you think about it even in sort of personal terms, in terms of your own family background and friends and others. So I do think there was a sense that it was important. I think it was also something else that played probably a little bit later, played a bit of a role. The area that I grew up in was very severely impacted by the Second World War, so the German occupation of Norway. And I think that history, which was told and retold over and over again by friends and relatives, I think that also drew me towards history, because this, even though I hadn't experienced this myself, I was born 15 years after the occupation was over. That was still the central historical epoch in the lives of my parents and my grandparents. So understanding how history had played into their lives very directly, I think that also pushed me towards at least thinking more about history. I mean, how seriously I took it at an early age, I can't tell you, but I certainly was interested in it.
A
And what drew you to East Asia as well? As I said, I know you primarily as a scholar of the Cold War in East Asia. The Cold War makes sense. You grew up in, during the period of the Cold War in Norway. But where did your interest in China especially come from?
B
Oh, it was quite accidental in many ways. At that point, I was already in college. I had no idea what I was going to do for a major. I was thinking at one point about doing it in linguistics. And one of the things that you would have to do then would be at least to have some sense of a non Indo European language. So that's how I got started with studying Chinese language in college. And then a little bit later than that, I got this offer to go to China on a scholarship to spend some time at Peking University. And that particular year in Nova, you got your scholarship paid up front. And I was short of money already when we were getting into September or thereabouts. So I thought, you know, going to China, all expenses paid to study the language would be a good idea. So that was how I was drawn into an interest in East Asia. It was the language to begin with, and then gradually quite a bit later to its history.
A
And you taught when you were also in China. And as I understand it, some of your students. This was, of course, you lived there during the period of Tiananmen.
B
Yes.
A
And you had students that were at the protests.
B
That's right.
A
How long were you in China for? And how much do you feel that that experience advanced your understanding of history in a way that many of your colleagues simply lack?
B
I think it is really important to have been there, particularly in that period of transformation. So I think coming to China first time as a student in the late 1970s, when China were going through all of these tremendous changes from a dirt poor, terrorized society during the Cultural Revolution and then over onto the beginning reform era that I just wrote about in another book, and then onto the crackdown on the democracy movement in 89. I mean, for me, experiencing some of that, I wasn't in China continuously during that period, but spending quite a bit of time there was really formative, not just in how I think about China, but also how I became an historian. So I was really struck when I first came to China by how significant many of my friends thought that their own history, China's history, was for understanding the country. And of course, China has a lot of history. So we spent quite a bit of time when I was there talking to friends, talking to fellow students about history. So I think that's the connection in a way. I mean, I wouldn't say that it was my interest in China that made me an historian, but I certainly got much more attuned to the significance of the historical background for understanding a contemporary situation through working with my Chinese friends.
A
So, as I mentioned, we're here to talk about your latest book, which is titled the Coming Storm, in which you draw historical parallel to the present time that reaches as far back as the Pre World War I period. I'm curious why, given again your extensive studying of the Cold War, that is not the appropriate analogy which many other people have reached toward. What makes the Cold War not the appropriate vantage point from which to view today's conflict?
B
Yeah, I think that's really important to me. In a way, this book was written in irritation over the amount of time that's spent on making the Cold War a kind of parallel to our own time, which I firmly believe that it is not. Of course, there are things that we can learn from the Cold War, and I hope we can come back to that later on, because it is the more recent past. But as an international system, it seems to me that our world today is nothing like the Cold War. It is not bipolar in terms of the division between two superpowers. It is not divided by ideologies that are sharply opposite in terms of how to organize society and organize the economy. So I started thinking, if we are going to be helped by history, as I think we should be going back to what we just discussed in terms of understanding the present, then the Cold War in many ways is not a particularly good model. So we have to Try to look elsewhere. And what struck me from the very beginning when I started thinking about this are how many parallels there are between our own time and the time between the late 19th century and the early 20th century. And of course, that's not a very happy message because we know how that world ended in cataclysmic war in 1914. But the parallels are really striking. So I think that's how we should try to make use of history, is to think about it in terms of what we can learn, what kind of warning signs we can pick up. But then we have to be able to do it through something that is really reflective on the world that we live in today, not just what we are interested in pulling out from the recent past.
A
What do you think we most misunderstand about the Cold War or the wrong lessons that we take away, including about how it ended?
B
So I think the main issue here is with regard to the lack of what I would call structural similarities. So, I mean, these bases that we just talked about, that they are so profoundly different between the Cold War scenario and what we are looking at today. I also do think that there are many things that are generally misunderstood about the Cold War and not least about the way that it ended. I think there is this overall sense that, you know, it was through Western and particularly US Strength and the lack thereof on the Soviet side that the Cold War came to an end the way it did. Of course, there is a grain of to that. But the most important thing is that, you know, the Cold War ended peacefully. It ended through negotiation, ended in ways that, you know, made it possible to negotiate, not just on some of these core issues with regard to Europe, the vision of Europe in Cold War terms, but also with regard to the wider world. So understandings that were reached, for instance, on issues such as arms control between the United States and the Soviet Union. Now, it's right to say that they wouldn't have taken the form that they did without this pervasive sense of Soviet weakness that was there during the Gorbachev era. But it still took negotiations, and it still took the kind of talks that unfortunately, so far, we haven't seen very much of in the world today.
A
So I'm glad you actually mentioned Gorbachev, because the process of opening up and reforming the Soviet political economy under Gorbachev, rather than save Communism, it accelerated the disintegration of the Soviet Union, whereas the opposite occurred in China. And I'm curious, what was it about the way that the CCP approached their opening up to the Western world that led to a different fate?
B
That's a really good question. I think there were two things mainly that happened. I mean, one thing was that on the Chinese side, most of the effort was put into reforming the economy and reforming it from within. While on the Soviet side, while there were attempts at reforming the economy, most of the efforts were on the political side and on the institutional side. And I think the Chinese in many ways got this right. I mean, there are similarities, but with regard to those two processes, and in this recent book that Chen Jian and I published on the origins of reform and opening in China, we look at some of those similarities. So for instance, in terms of privatization, going from a completely state owned economy over onto a much more privately centered economy, it was the, you know, the powerful and the strong who got the advantages in Russia, just like what happened in China. But the difference was that in China there were also a lot of things happening from below. There were lots of attempts at reforming the economy, changing the economy through private enterprise that took place from a bottom up direction within Chinese society, which was not the case in the Soviet Union or in early Russia. So that's the reason why in Russia you ended up with a kleptocracy in terms of how the economy worked. Well, in China, you had a mix. I mean, you had some people who had confiscated the economic power that they had coming out of the earlier period because they were influential members of the Communist Party, but you also had a lot of people who built themselves up from the grassroots that made for a much more sustainable economic mix in the longer run.
A
Just a few more questions, if you don't mind, in the interest of steel manning or stress testing, the larger argument that we're going to explore today about the World War I analogy, because this is also, I mean, with all the ways in which I grew up in the 19. I mean, I was born in 1981, but really the 1990s was the period when I started to wake up and was aware of international affairs to one degree or another. The decade began with the fall of the Soviet Union, the first campaign against Saddam Hussein in Iraq, the era of unipolarity under Bill Clinton, all those chummy photo ops between him and Yeltsin. And there was a sense that the future was going to be just absolutely marvelous. And here we are having this conversation four years into the war in Ukraine, and it feels like the world we were promised or we had hoped would come to be is turning out into a nightmare. And I'm curious if you have to tell this story, because many people have been telling it in recent years. What would you say went wrong after the fall of the Soviet Union that explains the world that we're living in today?
B
I think the 1990s, for future historians, is going to be the pivotal decade in many ways with regard to this. It's going to be the one that more people will be looking at, because as you said, that's when the turns happened, both in the shorter run, so in terms of what came immediately after the Cold War, but also in the longer run in terms of setting up our. Our own time. And I remember those years as well. I mean, filled with optimism about creating a better world across what had been the Cold War divides. I spent a lot of time in Moscow, particularly in the early 1990s, because I got access to Soviet era archives. And this is what historians do when new archives open up, then they switch over to trying to make use of those for understanding what's happening. And the sense I got, even though the breakdown of the Soviet system was not a pretty sight, was still that Russia had this fantastic future ahead of it, joining in with the rest of the world. So what went wrong? I mean, I think several things went wrong roughly at the same time. I think the west, broadly speaking, failed in trying to incorporate Russia and to some extent, China into a meaningful kind of political or security relationship. It's interesting because very often the United States is held up as the key factor with regard to that, and I'm not sure if that's true. I think with Russia, I think it was first and foremost a lack of vision in Europe. So the idea that you could have a united Europe with Russia sort of entirely on the outside, even back then, struck me as a really bad idea. Sooner or later, that was going to lead to new division lines. I appreciate it being possible to extend the European Union to Russia or NATO to Russia at that point, but locking us into a situation where Russia would be forever outside any kind of broader European integration framework, I think that was a really bad idea. Then secondly, I think we just didn't take the depth of the Russian economic collapse seriously enough. And I count myself, even though I spent a lot of time there, among those who got that wrong. I mean, the effect that that had on the Russian psyche, I mean, going from being one of two superpowers to having pensioners starve to death in their apartments in Moscow because they couldn't get food, that was such a shock to everyone who lived there that when Putin then came along and could proclaim that he wanted some return to normality the way things had been before, ignoring the whole issue of democracy or political progress. People gladly embraced that because what had come out of democratization for Russia seemed to many people to be economic decay and despair. So I think if we are talking about Russia, I think those are the main problems. Always ask the question, and I'm sure we're going to ask it later on in this program as well, were there really opportunities for another direction? And in this case, I would say yes. I think we would have ended up with a different result if we had taken some of these concerns that I spoke about much more seriously than what we did.
A
One last question, professor, and then we're going to get into the book, and we have plenty of time to do that as well. So it has to do with Bretton woods, because I've heard you say that the Bretton woods system was one where private actors had to put what the government wanted center stage. And it seems that we may be moving back toward a similar dynamic between government and the private sector, and that much of the world that we're living in today stems as much from the end of the Bretton woods as it does from the disintegration of the Soviet Union and the collapse of communism. How important is it to understand the origins of the end of the Bretton woods system and its aftermath in order to understand where we are today and why? Are the 1970s, with all the fear about decline and economic disruption, not also a good analogy?
B
It is to some extent. I mean, if you think about it primarily in economic terms, there are some similarities, certainly in terms of the significance of change between what has happened over the last decade and what happened immediately after the collapse of Bretton Woods. So it's important to understand this because historians always operate with periodization. I mean, we are very preoccupied with what happened in what particular time period in order to understand it better. And of course, most periodizations, most ways of understanding how we divide in international history, in particular in the late 20th century, have to do with the Cold War, the beginning, middle part, the ending of the Cold War. But there is another way of looking at it, and that is through global economic systems and particularly financial arrangements and how those developed over time. There we had this extraordinary period of heavy government coordination and government control in some areas that came into being after the disasters of the Second World War and then lasted up to the early 1970s, when that order starts to fragment. And the first period of what we later on came to call globalization, late 20th century globalization, really began particularly with an expansion of financial capital on a global scale that the world had never seen before. So clearly by the early 1970s, early to mid-1970s, we had entered into a completely new era in economic terms. And that had an enormous impact for what was to come later on. It impacted how Chinese reform was constructed. I mean, without these changes that, as you said, predated what actually happened inside China itself, I don't think China would have moved that quickly and that clearly in the direction of a market driven economy as they did. Markets seemed to be working and that's what the Chinese wanted to embrace. And for the Soviets, coming from an even more sort of entirely state oriented kind of framework, that was the same message that they heard. Right. And that's the reason why you got these at the time very often referred to as shock therapy kind of approaches to the Soviet economy, most of which turned out to be entirely mistaken, where one could force on the population a very quick turnaround from an entirely state centered economy, which to Americans and Europeans seemed so old school pre1970s over onto a much more market driven economy. And especially in the Russian case, this turned out to be a disaster. Maybe not in economic terms first and foremost, but in social terms and in terms of how people talk about these things. So that kind of periodization is also very important to bear in mind.
A
Are you suggesting that it was that the unshackling of global capital, the further, ironically the further internationalization of the dollar, even though moving away from Bretton woods, one could argue, was in part a way to make the US economy more competitive. And in turn it actually internationalized the US dollar and further entrenched its power. Are you suggesting also that this was a key part of what explains China's ability to plug into the global economy and benefit from export driven growth?
B
Absolutely. I think it was a sine qua non. It was absolutely necessary in order for the Chinese economy to develop in the direction that it did from the 1980s onwards. I mean, there just wouldn't have been enough capital, both in terms of loans and investments available to help fund the transformation of China if it hadn't been for that liberalization. So as you indicated, and that's actually a very interesting part of this story with some implications, I think, for our own time, this was not something that was intended to happen. I mean, some of the consequences of the collapse of Bretton woods were almost entirely unintended, especially from a US perspective, as you rightly indicated, the fact of American devaluation, which then became possible of its currency which became possible through the breakdown of the Bretton Wood processes were not intended by themselves to internationalize or globalize the US Economy. But that ended up being the result. And the transformation of the US Economy that went into this is probably as important than what happened in China or happened in Europe, because the American economy already by the end of the 1970s, early 1980s, is much more internationalized than it's ever been in its history. And that of course had tremendous consequences for what would happen next, which was that countries like China and others were able to compete with the United States not just on international markets, but inside the United States in terms of their export led economic drive to a degree that just would have been unthinkable generation earlier.
A
I'm not going to selfishly continue to ask questions because I think my next one was going to be about the dollar recycling, the capital surpluses, the persistent deficits, which I think is the key insight here. But let's progress to the book because it is really remarkable, it's incredibly timely and I cannot recommend it enough. The title of the book, as I will have mentioned in the introduction, is the Coming Power Conflict and Warnings from History. What would you say that this book is about? I mean, we already established what motivated you to write it because you wanted to correct the record, or in part, what motivated you to write it, to correct the record on people's misuse of the Cold War as an apt analogy. But what would you say the book is about? What should people expect to find in its pages?
B
The book is first and foremost a warning or a set of warnings about what could happen when international systems start to accelerate towards conflict. And I think that's the parallel of all the parallels that I see with the pre1914 world that I try to present in this book. It's not a history book. It's very much a history. It's very much a book about our own time and about the choices that we need to make, in my view, in order to move away from some of those striking parallels that exist with the world in the early 20th century. So the warnings are at the core of it. We have to try to understand what went terribly, terribly wrong in a period of intense change back then that is very similar to our own that then produced the worst possible outcome, which was global war.
A
What was it about the period leading up to World War I that makes it a more appropriate analogy? And what are some of those parallels?
B
So this is what I try to lay out in the first part of the book as you will have seen, I think, a great number of them. Let me just do a few. So the most important thing to me in terms of the structure of the system, is that the early 20th century world was a multipolar world that had come into being rather quickly from a system back in the 19th century when Britain was the hegemonic power, the dominant global power. By the early 20th century, that was no longer the case, in part because other countries had caught up with Britain economically and financially, increasingly also militarily or strategically though, that took longer. And it wasn't just one power, it was a number of powers that seemed to devoid influence in what was then the center of the world, which was in and around Europe, amongst themselves. As this turn towards multipolarity took place, tensions increased, all kinds of tensions. That's the second similarity that you find. It was a world that was very much preoccupied with rapid economic and technological change, quite a lot like our world today. It was a period that had been preceded by a rapid increase in globalization, so on international trade and international finance, which had reached a level by 1913 that was higher than it's ever been since. In terms of economic interaction overall. We almost got there in the mid 2010s before things started to turn in a different direction. But it was a very interdependent, very globalized kind of world in terms of the economy. But at the same time, there were lots of people who were saying that this globalization had not worked for them. And particularly people in the leading countries who were saying loss of jobs, loss of economic opportunity. The rising powers, especially Germany and the United States, were taking advantage of everyone else by exporting jobs overseas to them. That's a striking similarity also with our own time. Let me do one more, which I think is significant, certainly significant for how things then came to be in 1914, which is the emphasis on issues such as immigration, terrorism and general resentments towards other people. There's never been a time, I think, in human history where as many heads of state had been assassinated as in the period before 1914. And that was of course, then the Black Swan event that set in motion the disaster in the summer of 1914 was one such assassination of the heir to the throne of Austria, Hungary. So these are among the similarities, unfortunately, Dmitro, there are many more, but these are among the most striking similarities that I see.
A
So you mentioned that this was obviously the period of the height of British imperial power and the British Empire, but it was also the period known as the Concert of Europe. It was after the Congress of Vienna. And there was already a kind of framework for dealing with international disputes within the European system. So the European states already existed within a framework of multipolarity for a longer period of time, it seems, than we are today. Why is that not as important? I mean, how would you respond to a critique that says actually the period was not the same?
B
Yeah, I think all of that seemed to have a chance to work in terms of how it would contain developments overall. A little bit like, think the UN being set up after 1945. What it wasn't able to handle was the very rapid growth of Germany at the center of the European system. And this is one of the striking parallels with today, of course, is that just like Germany went from nothing in terms of international power as a state unified state before 1870, China has now gone from being entirely on the periphery of the international system prior to the 1980s and to a position of immense power. And it seems to me that these kinds of international systems, and we can discuss actually when this happens in the late 19th century, I don't think that is really that important. But with these rapid changes, what happened back then was that the establishment powers, Britain, France, Russia, etc. Didn't really act in ways that could meaningfully incorporate this entirely new and powerful Germany into the system that had existed before. Just like I think we have found it extraordinarily difficult to integrate China within a meaningful international system, not just globally, which would be really hard under all circumstances, but also within Eastern Asia. So just like Europe was the most significant part of the world back in the early 20th century, in the early 21st century, without doubt, it's Eastern Asia. I mean, at least in terms of international rivalries. And even there, as we see more recently, the conflicts are so severe and so intense that it doesn't take many missteps before they could lead to the kind of situation that we saw prior to 1914.
A
So when I studied World War I, I came away with the impression, and I think this is a common narrative, that it was the alliance structures, that the alliance structures coupled with technology, the railway system, the imperative for mobilization, the Schlieffen plan, the cult of the offensive, these were the primary structural drivers that led to World War I. You make an argument that that's overly simplistic. And I love actually now that you highlighted the comparison between China and Germany and what seemed to have been a sort of resistance, an unwillingness almost on the part of the Europeans, and particularly the French, to accept the rise of a new powerful Germany at The heart of Europe. What is the story that you would tell to explain what those deeper structural drivers were that explain what made war possible in 1914?
B
So the structural aspect here is very important. Structure in and by itself never leads to war. It's human decisions, people who decide for war, who do that, but they underpin it, and under certain circumstances, they would make it more likely. So that's, in a way, what happened in the period just prior to 1914, that the economic resentments that I've talked about, the intensification of economic competition, the reintroduction of tariffs, trade wars, the sense that grew, I think, on the side of many of these powers among its populations, that the other countries were out to get them, not just get their state or their government, but were out to get them. And you can follow this in the period just before the war in terms of how intense those kinds of perceptions actually became. They're not as intense, by the way, as they are between populations in leading powers today, where the level of mutual resentment is even higher than what it was in 1913, but it was still very high back then. And that, of course, led in the direction of leaders not being able to hold back when real conflict then became an issue. The other structural aspect, I think is important is the one that has to do with security, and this is the one that people generally get the most wrong. In my view. There is this general sense still, when you get a General Presentation of 1914, that it was the alliances that led to war. I think that's profoundly mistaken. It was the failure of alliances that led to war. It was the failure of the ability to draw on the deterrent factor that these alliances should have been, that led to war. If it had been clever to be very specific about this, if it had been clever to people in the German leadership in Berlin and in Potsdam in the summer of 1914, that their actions, which became increasingly aggressive, could actually lead to a global conflagration, because the Russian French alliance was actually going to hold. And quite a number of people in Berlin queried that, and even more importantly, that Britain would then come in on the side of France and, at least indirectly, Russia. If that belief had held up, there wouldn't have been a war. The sense on the German side that these alliances were fragile, that they could be exploited by rapid action on the German side, particularly towards France, that's what contributed very significantly to the catastrophe. So one has to think about the strategic aspect of things here as well, and we don't do that often enough, in my view.
A
I mean, there's an obvious parallel there between China and the United States and Taiwan and strategic ambiguity and the possibility that Chinese may feel that the United States is simply unwilling to come to Taiwan's defense and they'll be willing to roll the dice. The there's also a very clear and ominous parallel in the German case with how they felt encircled. The European powers were afraid of Germany, and at the same time, their fear of Germany led to actions that led the Germans to feel understandably encircled. And so that also seems in some way to have driven us towards this conflict in 1914.
B
That's precisely the process. And I'm afraid that we are repeating some of those same mistakes, which is not an argument for the United States not fulfilling its obligations towards friends and allies in the Eastern Asian region or in the Pacific. Quite on the contrary, as I say in the book, I think an American withdrawal or an American decision to become less involved in the security of that region at this point would be a disaster because it would encourage exactly the kind of. Of problems that we had prior to 1914 that you have global change taking place much too quickly for anyone actually to handle. But the issue is how do we then deal with a resurgent China into a position, of course, that China held for a very long time in Eastern Asia until the middle part of the 19th century without it leading to conflict and war. And that's where deterrence plays a role, for instance, with regard to Taiwan, as you mentioned. But reassurance also plays a very important role. And that means, for instance, trying to involve China in dealing with important regional conflicts that exist within this region overall on the US side, and for that matter on the European side as well. Trying to ameliorate the relationships overall between China and some of its neighbors, rather than being seen as trying to exacerbate the conflicts that exist would, in my opinion, be a much, much smarter approach because it was the latter. It was those kinds of issues, and particularly the German alliance patterns being allied to a decrepit empire in continuous decline right next to it, Austria, that led to the disaster in 1914. So de escalation, I think, is an important part of all of this. And of course, as you will have seen from the book, I couldn't help being struck with the parallel between Shannon's relationship with Russia today and Germany's relationship to Austria. Pre1914.
A
You set this up perfectly, because that was going to be my next question, which was going to start with the observation that this was a very rich period in diplomatic history. And the world that we live in today looked very different, even though there are parallels in terms of multipolarity. This was the world of the end of empires. You had the Austro Hungarian Empire coming apart. You had the same thing in the case of the Ottoman Empire, and you had the rise of nationalism and nation states. Again, something that's different today. Many of these nations that were vying for nationhood at that time now have nation states. And we're dealing with the conflicts that stem from that. So, as you said, there are analogies here. One of them is the parallel you draw, or the analogy you draw between Austro Hungaria and Russia. China, as we established, is Germany. Britain is the United States, France. It seems to me, based on having read the book, that your closest parallel to that is India, which just shows you how the geographic footprint that we're talking about here has expanded. Let's just for those again, not everyone will know this history. What was so unique about Austro Hungaria's internal political. And that's the other thing too, which I love about the book. Now I have to mention this, which is you made such an important point of bringing out how internal political dynamics and constraints within all of these countries were also primary drivers. In the case of Britain, what led to so much of the strategic ambiguity was the internal politics. In France, Alsace Lorraine and the loss of its territory was an outstanding source of grievance. The rise of German nationalism created this tenuous alliance between Germany and Austro Hungaria, which on the face of it, people that are looking at Austria and saying they both speak German, they might think that seems like a natural alliance, but yet it wasn't, because the rise of German nationalism threatened the monarchy in Austria, Hungary. So I'd love for you to talk a little bit about this, the richness of the political challenges, and then let's try and draw those parallels. Most strikingly, of course, Russia, I mean, Russia today in some senses, is the only remaining large country that still exhibits some of those late imperial dynamics.
B
Yeah, no, that's right. I mean, let me start with one point where I disagree with you slightly, and that is with regard to the nationalism and nation state kind of issue. So you're absolutely correct in saying, of course, in our own time, at least to some extent, much of that division into new nation states breaking away from earlier empires has already taken place. The parallel, though, I think, with the pre1914 world is in the issue of where that had happened up to that point. And that was mainly in Eastern and Southeastern Europe, where that process had already taken place, was underway prior to 1914, and it was exactly that. That had in the end set off the disaster that led to the 1914 cataclysm. So even though there is no exact parallel, and I agree with you on that, there are some striking similarities with regard to, I guess what you could call the imperial collapse, an immediate post colonial kind of setting back then as well. It's difficult to handle under any circumstance. And the magnitude of those difficulties today are far greater than what they were at least on paper in 1914. On that we would agree. So I think with regard to Russia, I think it's always difficult, even though I had great fun with my students when we were putting together this manuscript to point out who is who in terms of current international affairs compared to what was the situation prior to 1914. I think, by the way, that you're entirely right in saying that India is France. I think that's a, that's a really smart observation. With regard to Russia, I mean, the problem is this from a Chinese perspective, but also in a more general sense, very parallel to Germany and Austria. Where else could China turn? And it's not that there is that much love lost in Beijing. I'm just back from Beijing with regard to Russia, contemporary Russia, they see all of its weaknesses. They see how it's likely that Russia, even after the war in Ukraine, could get involved in all kinds of other wars and conflict at its borders, and that this would be problematic for China, just like Austria's many wars and many conflicts prior to 1914 was problematic for Germany. But the question is where else to turn. So that's the issue that I hear over and over again in Beijing. Of the larger countries, there is only Russia. And Russia is willing, because of its weakness, to accept Chinese power and Chinese influence, even over some of its own territory and some of its own resources, quite similar to the relationship between Germany and Austria prior to 1914. And I think this is one of the real difficulties that we are facing is that if we end up in a situation where China and Russia become ever closer integrated with each other in opposition to almost anyone else, then we have a situation in which I think conflicts much more severe than the ones that we are seeing at the moment in terms of international affairs are very, very likely to happen again, absolute parallel to the early 20th century. And this is why so many historians, when they look at the summer of 1990, are saying, you know, what happened in, in the summer of 1914 was a disaster, but it was also to some extent an accident. You Know, I don't believe in the accident theory with regard to this. It was built up structurally and politically over some time. But I do think that the structures, for instance, the relationship between Germany, Austria were so significant that the chance that there would have been some kind of conflict later on, even if the summer of 1914 had not happened, are quite important, are quite significant. So we need to bear that in mind. When we think about the relationship between structure and agency on these kinds of issues, we have to think about both.
A
Are there parallels we can draw between Austro Hungary's invasion of Serbia following the assassination of the Archduke and Russia's invasion of Ukraine in 2022?
B
Yes.
A
And similarly speaking, the desire by, I mean, this also, I think, is an opportunity to reach back into the end of the Cold War and the disintegration of Russia's influence into Europe and its eastern satellite countries. I mean, so what are those parallels, do you think?
B
Absolutely. So I think with regard to Ukraine, there is not an immediate parallel, I hope, with what took place prior to 1914. It's more of an indication, very clear indication, of the kind of difficulties that Russia will have, even after which we would hope there would be some kind of fragile ceasefire with regard to Ukraine on so many of its borders. I mean, the chances that Russia would go from this one to stumbling into some other kind of conflict, that could then be the kind of conflict that would have even more wide ranging international repercussions. But the chance of that happening are quite high. So I think one has to be careful with drawing immediate parallels here. With regard to the conflicts themselves, I think that's hard to do, or at least it's beyond what I'm capable of doing. But I think seeing the Russian war of aggression against Ukraine as a symptom of where Russia is now in terms of international affairs, and the likelihood that even after that conflict is, if not over, then more limited than what it is now, that Russia could end up in some kind of catastrophic conflict with others. That chance is pretty high. So I think goes back actually to how I think we have to think about history. I mean, the point about this book is not to present history as some kind of straitjacket because things developed the way they did in the early 20th century. We're more or less bound to repeat some of the same mistakes today. We are not. But we are in very similar territory. And it's understanding that territory, I think, in a way that under the best kind of circumstances, would help set us free from repeating some of those same mistakes.
A
I'm not sure if you're familiar with Carlo Masala. He was on the show recently. He wrote a book called if Russia Wins, and it explores one of a number of potential scenarios in which Russia, in this case, were to occupy the city of Narava in Estonia. And the driver of this is a desire to test NATO. And in testing NATO, essentially neutering the alliance and then giving Russia now free rein into influencing Europe in a way that it hasn't been able to since the end of the Cold War. How familiar are you with some of these scenarios? And is that, in your view, something that could you see the Russians driving this of their own initiative, not taking a backseat to the whims coming from Beijing, but actually seeking the initiative on their own?
B
Very much so. And I think, again, the parallel is very striking with what happened in the year 1914 all put together in relations between Germany and Austria. It wasn't the Germans who were telling the Austrians what to do, just like the Chinese didn't tell the Russians to go and invade Ukraine. I mean, this is, to me, one of the best cases we have for the understanding of this being a multipolar world, but a multipolar world with alliances and friendships built into it. And I'm afraid in future situations of future Russian policies, the same will be the case. I think the potential for Russia wanting to test out what the alliance relationships in Europe really are worth. I mean, that temptation is going to be very great if Putin is able to sum up his involvement in Ukraine as a victory. So I would almost say that it's incredibly unlikely that that wouldn't happen if that is the direction that the war in Ukraine is seen as going in. And again, unfortunately, there is a very clear parallel to the early 20th century. So the Austrian attack on Serbia was in order to discipline Serbia for sure, but it was also to test out what the relationship between France and Russia would really be like. I mean, everyone understood that attacking, shelling Belgrade, attacking Serbia, issuing demands that made Serbia basically into a country that would forever be under Austrian control, that that would provoke Russia. Everyone understood that. But the question was the question, Vienna especially, was, you know, would France really bother about that? I mean, would it really be interested in that kind of confrontation? And I'm pretty sure if that had been understood at the time, again, I think the chances for war would have been much less.
A
So I'd like to explore at least one more analog to the present time before we move to the second hour, and that is maybe Britain is the good one to explore here, because Britain was the Maritime Empire, just as the United States is. And it was in some sense protected by its geographical detachment from Europe. It saw itself as an offshore balancer in some sense. What are some of the other obvious parallels, do you think, between Great Britain in 1914 and the United States today?
B
I think there are many parallels. I mean, the most striking one is, of course, how some leading politicians in Britain prior to 1914 had decided that this globalization that Britain had been key in setting up really wasn't working for them or working for the British people. There's a difference that these people in Britain, even though they influenced policy to a very high extent, they never had one of their own elected prime ministers. So there isn't a sort of immediate parallel with the Trump phenomenon, but many of the attitudes are strikingly similar. At the core of it is this sense that the systemic power, the power that is really, if not in control of the international system that contributed most to setting it up, is deserting from the system that it itself has built up. That I think was one of the most destabilizing parts of the world prior to 1914. This sense that the center does not hold, I mean, that there is no power within that international system that would be able to work, if not as a hegemon, then as a balancer of how that system came to unfold. And I think that parallel is actually really striking between Britain and the United States. There are differences as well. I mean, quite a few differences also in terms of alliances. United States today has worldwide friendships and alliances of a kind that Britain just didn't have prior to 1914. And there are other differences as well. But that similarity of not being willing to uphold the system anymore, that one I think is quite striking.
A
So, Professor Westad, I'm going to move us to the second hour where I'd love to explore several additional dimensions of this story that we haven't had a chance to discuss yet. One of them has to do with the role of nuclear weapons. I mean, this is one of the obvious differences between today and the world as it was in 1914. We, of course, have grown up in a period where multiple generations have become intuitively comfortable with the concept of nuclear deterrence through mutually assured destruction, where nuclear weapons have served as a way of mitigating the outbreak of great power war that may, in theory, not have broken out in 1914. Were the counterparty similarly armed with world ending weaponry. This is an argument I've heard many people make, and I'm curious if you would agree with it. I'm also curious if you think that the proliferation of nuclear weapons today, the fact that more countries have them, increases or decreases their deterrent effect, and whether the fact that nuclear weapons haven't been used since World War II increases the likelihood that they'll be used today because the taboo against their use has diminished. And we have some evidence of this in the case of Russia's willingness to escalate in order to de escalate during the Ukraine war and the Kherson offensive in the late summer and early fall of 2022. I'd also like to explore some specific flashpoints. We mentioned Taiwan, but there are others as well, and perhaps our emphasis on Taiwan has made some of these other flashpoints more likely to serve as catalysts. I know we talked about a little bit about this, but I do want to explore the role that fear plays in politics because I see a striking similarity between the period leading up to 1914 and today, especially in the example of Britain and its American analog, where politicians felt boxed in by public opinion and by what was politically feasible or not feasible and in some ways closed themselves off to compromises that were right there for the taking that could have prevented the war. And this, for me, I think, is one of the most striking and dangerous parallels today. And so I'd love to talk to you about ways to mitigate it and to mitigate the larger incentives that may push us into such a war. And what are some of the recommendations that you would make because you devote quite a bit of time to corrective actions in the book that I'm looking forward to talking about. For anyone new to the program, Hidden Forces is listener supportive. We don't accept advertisers or commercial sponsors. The entire show is funded from top to bottom by listeners like you. If you want access the second hour of today's conversation with Professor Westad, head over to HiddenForces IO subscribe and sign up to one of our three content tiers. All subscribers gain access to our Premium feed, which you can use to listen to the rest of today's conversation on your mobile device using your favorite podcast app. Just like you're listening to this episode right now. Professor Stick around. We're going to move the rest of our conversation onto the Premium feed. If you want to listen in on the rest of today's conversation, head over to HiddenForces IO subscribe and join our Premium feed. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, you can also do that through our subscriber page Today's episode was produced by me and edited by Stylianos Nicolaou. For more episodes, you can check out our website at hiddenforces IO. You can follow me on Twitter ophinas, and you can email me@InfoiddenForces IO. As always, thanks for listening. We'll see you next time.
Episode Title: The Coming Storm: Why 2026 Looks a Lot Like 1914
Host: Demetri Kofinas
Guest: Odd Arne Westad, Yale historian and Cold War expert
Release Date: March 2, 2026
In this urgent and wide-ranging conversation, host Demetri Kofinas and historian Odd Arne Westad discuss the thesis of Westad’s new book, The Coming Storm, which argues that the world of 2026 bears striking, cautionary resemblance to the years leading up to World War I, rather than the oft-invoked Cold War period. Together, they dissect key historical patterns—including multipolarity, failed integration of rising powers, rapid globalization, and internal political pressures—that threaten global peace today.
On the Power of Historical Analogy:
“What struck me...was how many parallels there are between our own time and the time between the late 19th century and the early 20th century.”
— Odd Arne Westad (09:41)
On Alliances and War:
“There is this general sense...that it was the alliances that led to war. I think that’s profoundly mistaken. It was the failure of alliances that led to war.”
— Odd Arne Westad (34:52)
On Integration and Multipolarity:
“We have found it extraordinarily difficult to integrate China within a meaningful international system, not just globally...but also within Eastern Asia.”
— Odd Arne Westad (30:56)
On Russia's Decline and Danger:
“If we end up in a situation where China and Russia become ever closer...then we have a situation in which...conflicts much more severe...are very, very likely to happen again.”
— Odd Arne Westad (42:39)
On Ghosts of Globalization:
“Some leading politicians in Britain prior to 1914 had decided that this globalization...really wasn’t working for them...That similarity of not being willing to uphold the system anymore...is quite striking.”
— Odd Arne Westad (50:14)
| Timestamp | Segment | |-----------|-----------------------------------------------------------------| | 03:22 | Introduction to Professor Westad’s personal background | | 09:24 | Why the Cold War is not today’s relevant historical analogy | | 12:33 | What we misunderstand about the Cold War’s end | | 15:49 | The 1990s: missed opportunities and roots of present anxieties | | 19:54 | Impact of Bretton Woods collapse and financial globalization | | 26:27 | Structural similarities between 1914 and our world today | | 31:58 | Myths about alliances, origins of World War I | | 38:20 | Russia as modern Austria-Hungary; internal political dynamics | | 44:16 | Are Ukraine and Serbia analogues? Small-state perils | | 46:30 | Potential for Russia to test NATO; dangerous scenarios | | 49:45 | The US as 21st-century Britain, decline of hegemony |
The conversation is intellectually rigorous, candid, and at times somber—imbued with a sense of urgency about the possibility of catastrophic conflict arising from largely misunderstood but historically familiar dynamics. Westad’s warnings are grounded, sober, and informed by deep historical scholarship.
This episode offers a sweeping, richly detailed comparison between contemporary international affairs and the turbulent era preceding World War I. Westad and Kofinas stress that, despite tempting analogies to the Cold War, today’s world is defined by multipolarity, rapidly shifting power balances, and unresolved tensions fueled by failed integration—as was the case in the early 20th century. Their message: history reveals both warning signs and possibilities for action—if we understand and heed them in time.