With two U.S. carrier strike groups converging on Iran and a presidential deadline looming, the clock is ticking. In this urgent episode of Intel at the Edge, host Chip Usher — Senior Director for Intelligence at the Special Competitive Studies Project (SCSP) — sits down with Norman Roule, former National Intelligence Manager for Iran at the CIA, to assess what may be one of the most consequential moments in U.S.-Iran relations in decades.
They cover the state of diplomacy ahead of the Geneva talks, whether Iran will ever genuinely negotiate on its nuclear and missile programs, the risks of miscalculation, Iranian retaliation scenarios, regime stability, and the sweeping transformation reshaping the broader Middle East. Norman Roule spent over three decades as a senior CIA operations officer, including as the National Intelligence Manager for Iran — one of the most critical and sensitive intelligence roles in the U.S. government.
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00:00 – Introduction: Emergency Podcast on the Iran Situation
00:40 – Guest Introduction: Norm Roule’s CIA and Intelligence Background
01:25 – Announcement: AI Plus Intelligence Summit at the Waldorf Astoria 02:03 – Current Military Posture: Carrier Strike Groups and Aircraft Deployment
02:28 – The Diplomatic Inflection Point and March Deadlines
03:38 – Core Issues: Iran’s Nuclear Program and Enrichment Deals
05:31 – U.S. Demands: Missiles and the "Axis of Resistance"
07:56 – Iran’s Missile Arsenal and ICBM Capabilities
08:33 – Upcoming Geneva Talks and Potential for Miscalculation
10:51 – Evaluating Potential U.S. Military Strikes and Iranian Retaliation
14:06 – Degradation of Hezbollah, Hamas, and Iranian Ballistic Assets
16:03 – Diplomacy vs. Military Action: What Compels Tehran to Negotiate?
18:44 – Regime Stability: Domestic Protests and Internal Pressures
20:54 – Outlook: How the Next Two Weeks Will Play Out
25:22 – Regional Dynamics: Shifting U.S. Commitments and Middle East Change
30:25 – Closing Remarks and Future Updates
Intel at the Edge Podcast is a product of the Special Competitive Studies Project.