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Home » Alex Krainer: U.S. Resets Global Order to Regain Advantage (Transcript)

Alex Krainer: U.S. Resets Global Order to Regain Advantage (Transcript)

Here is the full transcript of market analyst Alex Krainer’s interview on Greater Eurasia Podcast, January 15, 2026.

Brief Notes: In this insightful interview, host Glenn Diesen sits down with market analyst Alex Krainer to dissect the radical shifts currently reshaping the global geopolitical landscape. The discussion delves into the potential dismantling of the post-World War II international order, exploring Krainer’s theory that recent U.S. actions are part of a deeper strategy to target what he describes as a “parasitic” globalist infrastructure. From the surprising abduction of Nicolas Maduro to the evolving dynamics with China and Russia, this interview offers a provocative look at the “method behind the madness” of modern American foreign policy.

The Unraveling of U.S. Global Hegemony

GLENN DIESEN: Welcome back. We are here with Alex Krainer, market analyst, author, and a former hedge fund manager. So thank you for coming. We are living in very interesting and dangerous times. It seems that U.S. global hegemony which defined world order is already gone.

The U.S. is acting in increasingly unpredictable ways. It can’t rely on free trade anymore as it can’t compete with China. We see instead militarism being used to enhance its position. Former alliances no longer serve their purpose and are falling apart quickly. We see more extractive economic relationships being set up.

War on Russia, possible war on China, likely soon a war with Iran, snatching Greenland. Of course, we had the attack on Venezuela. And Trump already listed a few more Latin American countries he would like to go after. International law doesn’t seem to be doing very well as the U.S. and the Europeans are not just seizing ships, but attacking ships with retaliation coming at least from Russia, I think, in not too long time.

And of course, the U.S. appears to be heading towards bankruptcy or at least a major economic crisis, also of the dollar. But instead of restoring fiscal discipline, the U.S. is acting like a drunk sailor. So why not just increase the military budget to $1.5 trillion?

I mean, we seem to be heading towards a major showdown. So how are you assessing this, the wider situation here? Because it’s driving this meltdown or it seems to be a bit too many dangerous things all being done at the same time?

A Shift Beyond Economics: Changing Eras and Alliances

ALEX KRAINER: It’s as you said, these are very dangerous times, unprecedented and extremely difficult to interpret. And I obviously, economics is ultimately at the foundation of everything, but I think that the issues that we’re dealing with are complex because they strike at the whole order of alliances that we got used to from World War II.

And some of these alliances serve interests and investments that are not, they have much, much longer timescale than what we’re looking at. A cargo of ship, a shipload of oil here and a shipload of oil there. A few tens or a few hundred million dollars in stolen oil, taking control of Venezuela’s oil. I think all of that is happening in the immediate cycle, whereas we seem to be shifting millennia, we seem to be shifting eras.

We might even be going into a direction that is completely different from what we got used to over the past 500 years. So things are extremely confusing and difficult to read. And I think that nothing is quite what it seems, starting with Venezuela.

The Venezuela Mystery: A Deal Behind the Scenes?

I’m still dumbfounded that Trump went to Venezuela with his military and kidnapped Nicolas Maduro and brought him to New York to stand trial. That action had such poor risk to reward ratio that I can’t help believing that it’s the result of some kind of a deal. Between who and who is difficult to say.

But the more I learn about the situation, the more I’m inclined to believe that the deal was actually between Trump and Maduro themselves, that Nicolas Maduro was extricated there. And this is, you’re getting a world exclusive because I just reached this conclusion tomorrow and I don’t know that I’m right. It’s just one of the plausible explanations of what happened, that Trump was actually preempting a regime change in Venezuela.

Because what did he do? He brought Maduro out. Some former special operations and intelligence professionals that I spoke with share my belief that Maduro was taken simply in protective custody. And why would that be the case?

Well, we’ve all noticed that the regime never changed. Nothing at all about the regime in Venezuela changed other than Nicolas Maduro being taken out. Now we have to shift attention a little bit to the national security strategy of the United States. And it underscores the Monroe Doctrine and it talks about dismantling the infrastructure of adversarial powers in the Western Hemisphere.

Dismantling Globalist Infrastructure, Not Just Rival Powers

And so at the first blush, you would think they’re talking about China and Russia. China and Russia made important investments in Venezuela. They didn’t amount to much, but they’re still there, present. And so it seems that Trump has a problem with China and Russia, but then, taking that much of a risk over something that could have been done in a completely different manner.

Meaning Trump could have made a deal with Nicolas Maduro and he will in the end do deals with the Venezuelan government as is. Trump could have spoken about the situation with the Chinese, with the Russians, and come to an understanding, which they probably did anyway. So why all the fireworks? What is the point?

And I find two data points here very interesting. Well, three actually. One is that I think in 2024, the G7 issued a statement disputing the legitimacy of Maduro’s government. So that was after elections, or was it 2022. I’m confused now. Well, the last elections they issued a statement.

And so let’s remember, G7 is the European colonial powers: Britain, France, Germany. The United States was still there, was still, how do you call it, Biden administration or whatever, Blinken and Sullivan administration.