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Jan 16, 2026, 11:15 AM

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Featuring General David Petraeus (US Army, Ret.), Partner at KKR, Chairman of the KKR Global Institute, former Commander of U.S. Central Command and coalition forces in Iraq and Afghanistan, and former Director of the CIA

The capture of Nicolás Maduro represents the most dramatic U.S. intervention in Latin America in a generation, upending the political landscape of a nation that holds the world's largest proven oil reserves. For the first time in decades, the Monroe Doctrine—America's assertion of primacy in the Western Hemisphere—is being tested through direct action rather than diplomatic pressure. 

The implications extend far beyond Caracas: energy markets face potential disruption as Venezuelan production could surge or collapse, Iran has lost a critical Western Hemisphere ally after watching its regional network fragment, and China and Russia are recalculating their influence operations across the Global South. 

For executives navigating supply chain decisions, energy procurement strategies, and emerging market investments, the next 12-24 months in Venezuela will have direct bottom-line impact. General Petraeus commanded the surge in Iraq, led Central Command during the Arab Spring, and directed the CIA as the Middle East descended into proxy conflicts. 

His experience spans the full arc of intervention: initial operations, stabilization challenges, and the long-term strategic consequences that determine whether regime change becomes sustainable transition or prolonged crisis. He also understands what Beijing and Moscow are watching closely—whether this operation signals a new willingness to project American power, and what it means for their own calculations in Taiwan, Ukraine, and contested regions worldwide. 

In this one-hour briefing designed for business leaders, investors, and strategists planning for an uncertain geopolitical landscape, we will examine what the Maduro operation reveals about the new rules of great power competition and what executives need to understand about the risks and opportunities ahead. 

General Petraeus will discuss the strategic objectives for Venezuela over the next 12-24 months, the stabilization challenges that will determine whether this becomes a success story or another protracted crisis, and the lessons from Iraq and Afghanistan that must inform the approach. We'll explore the Iran dimension—Tehran just lost a critical partner for weapons technology, sanctions evasion, and intelligence sharing—and whether this accelerates nuclear escalation or signals the end of its "axis of resistance." 

The economic stakes are substantial: Venezuela's 300 billion barrels of oil reserves could reshape OPEC dynamics, affect global energy pricing, and create new supply chain considerations for multinationals. Regional partnerships with Colombia, Brazil, and Guyana will determine success, yet each faces competing pressures that could fracture unity. Meanwhile, Cuba—which relied heavily on Venezuelan oil and provided Maduro's personal security—faces an uncertain future as Secretary of State Marco Rubio warns the regime is "in a lot of trouble," and Trump has renewed calls to annex Greenland for national security purposes, describing the Arctic territory as "surrounded by Russian and Chinese ships." 

The broader deterrence question looms large—China and Russia are watching to see whether this operation demonstrates American resolve or exposes overreach, informing their own calculations about Taiwan, Ukraine, and contested zones across Africa and Latin America.  This conversation will help executives and policymakers navigate the most consequential geopolitical shift in the Western Hemisphere in decades—and better understand what it means for American power, global markets. 

Join us for a rare opportunity to hear from someone who has lived through these inflection points and understands both the immediate operational realities and the long-term strategic consequences that will shape markets, supply chains, and geopolitical risk for years to come. 

Jan 21, 2026, 3:30 PM

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Featuring Nouriel Roubini, CEO of Roubini Macro Associates, Professor Emeritus at NYU Stern School of Business, and author of "Megathreats."

As tariff wars escalate and deglobalization reshapes trade flows, a growing chorus warns that American economic dominance is ending—that China's manufacturing prowess, BRICS currency initiatives, and the weaponization of the dollar through sanctions will finally dethrone the greenback and erode U.S. financial hegemony. Yet despite mounting protectionist pressures, geopolitical fragmentation, and the largest trade barriers since the 1930s, the structural foundations of American exceptionalism remain remarkably resilient. The question facing executives, investors, and policymakers is not whether the U.S. faces challenges, but whether those challenges fundamentally alter the architecture of global economic power—or simply reinforce existing advantages in unexpected ways.

Dr. Roubini, who famously predicted the 2008 financial crisis and has spent decades analyzing currency crises, sovereign debt dynamics, and the rise and fall of economic powers, will argue that reports of America's decline are premature. While tariffs create friction and political theater, the underlying drivers of U.S. dominance—technological superiority, deep capital markets, the network effects of dollar liquidity, and an innovation ecosystem that remains unmatched—create self-reinforcing competitive moats that rivals cannot easily replicate. Silicon Valley continues to lead in AI, quantum computing, and biotechnology. U.S. equity markets represent over 60% of global market capitalization. And despite predictions of de-dollarization for decades, 88% of global foreign exchange transactions still involve the dollar.

The strategic stakes are substantial: Technology supremacy in AI and semiconductors gives the U.S. asymmetric leverage over global supply chains—leverage that tariffs alone cannot erase. Financial market depth means that even as Treasury yields fluctuate, there is no alternative venue that can absorb trillions in capital flows. The SWIFT payment system, clearing mechanisms, and the dollar's role as the unit of account for commodities from oil to gold create dependencies that take generations to unwind, not election cycles. Meanwhile, China's capital controls, legal system opacity, and political risk make the renminbi structurally unsuited for reserve currency status, while Europe's fragmented fiscal policy and institutional paralysis limit the euro's global appeal.

Dr. Roubini will address the counterarguments: Can BRICS nations create a viable alternative currency bloc? Will digital currencies and central bank digital currencies (CBDCs) disrupt dollar dominance? Could the U.S. fiscal trajectory—$35 trillion in debt and rising—finally undermine confidence in Treasuries? And what happens if tariff wars escalate into true economic blocs where trade flows bypass dollar settlement entirely? Yet even here, the data suggests limits to de-dollarization: Oil contracts remain dollar-denominated, global debt is dollar-denominated, and when liquidity crises emerge—as they did in 2008, 2020, and will again—the Federal Reserve remains the lender of last resort to the world.

This conversation will provide the framework to assess whether the current era of tariffs, industrial policy, and geopolitical competition truly threatens U.S. economic primacy—or paradoxically reinforces it by exposing the lack of viable alternatives. Dr. Roubini has studied currency collapses, reserve currency transitions, and the rise of new economic powers across history. Join us for a rare opportunity to hear from one of the world's most prescient economic minds on why American exceptionalism and dollar dominance may be more durable than consensus believes—and what that means for your business, your portfolio, and the global economic order for the next decade.

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Join thousands of curious people, connected.

Continue the conversation on WhatsApp. Share reactions to Forecast sessions. Ask questions. Recommend articles and tools. Connect with peers shaping what's next.

Membership is free. Intelligence is priceless.

18K+ members strong

© 2025 Collective[i], All rights reserved.

© 2025 Collective[i], All rights reserved.

© 2025 Collective[i], All rights reserved.