Jul 1, 2026 · 35 min · 13 segments
In the inaugural episode of The Assessment, host Charlie Edwards holds discussions with Nigel Gould-Davies, IISS Senior Fellow for Russia and Eurasia, and Timothy Ash, BlueBay Senior Sovereign…
Nigel Gould-DavisGuest
Tim AshGuest
Charlie EdwardsHost
On this episode, will the Russian economy have a fiscal crisis in the next two years? Russia has defied repeated predictions of collapse, but the pressure is building in ways that are hard to dismiss.
By the end of the first quarter of 2026, the budget deficit had already exceeded its full year target.
Authorities are preparing a massive borrowing binge to fund escalating war costs.
And the state has seized Rosigro, Russia's largest agricultural holding, in the most significant nationalisation of the war period.
Each independently researched the evidence, reasoned through the base rates, and produced a probability estimate with a full rationale.
This is the wisdom of the AI frontier crowd, and the panel's job is to interrogate it.
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On this episode, will the Russian economy have a fiscal crisis in the next two years? Russia has defied repeated predictions of collapse, but the pressure is building in ways that are hard to dismiss.
By the end of the first quarter of 2026, the budget deficit had already exceeded its full year target.
Authorities are preparing a massive borrowing binge to fund escalating war costs.
And the state has seized Rosigro, Russia's largest agricultural holding, in the most significant nationalisation of the war period.
Each independently researched the evidence, reasoned through the base rates, and produced a probability estimate with a full rationale.
This is the wisdom of the AI frontier crowd, and the panel's job is to interrogate it.