Maduro Captured by US: Is this a new world order?

Watch on YouTube ↗  |  January 05, 2026 at 18:00  |  6:55  |  Bloomberg Markets
Speakers
Gautam Mukunda — Lecturer, Yale School of Management and Bloomberg Opinion contributor

Summary

Gautam Mukunda argues that the U.S. capture of Nicolas Maduro reflects a return to 19th-century-style power politics rather than democracy promotion. He warns that military success in removing leaders does not translate into an ability to occupy countries like Venezuela, where the U.S. could suffer constant casualties. He also says Venezuelan oil revenues cannot realistically fund U.S. involvement and sees a U.S. move on Greenland or Canada as a potential breakpoint for the global order.

  • Gautam Mukunda discusses the geopolitical meaning of Maduro's capture by the U.S.
  • He says the Trump administration is acting like a 19th-century imperial power, not a democracy promoter.
  • He distinguishes U.S. ability to strike or kidnap leaders from inability to occupy and stabilize countries.
  • He warns that occupation of Venezuela would create constant U.S. casualties and bleed the U.S. out.
  • He calls the idea that Venezuelan oil revenues will fund U.S. operations farcical, citing huge investment needs and long timelines.
  • He says a U.S. move on Greenland or Canada could cause the entire world order to fall apart.
  • He questions why the Trump administration is pursuing policies that do not poll well if re-election were the main driver.
  • The segment contains no explicit investment recommendation or tradable security thesis.
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