Professor Lester Spence.

Prof. Spence: In the United States, Democracy Goes as Black People Go

In an in-depth interview with the ECPS ahead of the November 3 US midterm elections, Professor Lester Spence of Johns Hopkins University argues that the fate of American democracy is inseparable from Black political rights: “In the United States, democracy goes as Black people go.” Examining Trumpism, racialized political hierarchies, democratic backsliding, and the weakening of the Voting Rights Act, Professor Spence emphasizes that restrictions on Black political participation undermine democracy more broadly. Drawing on Reconstruction, the Civil Rights Movement, and contemporary Black activism, he explores the relationship between racial domination and political economy while highlighting the democratic potential of cross-racial solidarity, progressive coalitions, and institutional transformation beyond electoral representation to secure substantive empowerment for working-class communities.

Interview by Selcuk Gultasli

As the United States approaches the November 3, 2026, midterm elections, political competition is increasingly shaped by Trumpism, racial polarization, economic inequality, and conflicts over voting rights and democratic institutions. Beyond the struggle for congressional control, these developments raise fundamental questions about racialized political power, the resilience of American democracy, and the prospects for substantive Black political empowerment. At the heart of these debates lies a crucial question: Can American democracy remain viable when the political rights of historically marginalized communities are increasingly contested?

In an in-depth interview with the European Center for Populism Studies (ECPS), Professor Lester Spence, Professor of Political Science and Africana Studies at Johns Hopkins University, offers a historically grounded analysis of the relationship between racial domination, political economy, and democratic backsliding. His central argument is captured in a striking formulation: “In the United States, democracy goes as Black people go.” For Professor Spence, the trajectory of American democracy cannot be understood independently of the political struggles, institutional protections, and democratic participation of Black Americans.

Drawing on the historical experiences of Reconstruction, Jim Crow, the Civil Rights Movement, and contemporary struggles over voting rights, Professor Spence argues that racial exclusion has consequences extending far beyond its immediate targets. As he emphasizes, “It’s not simply that democratic harms inflicted on Black people affect only Black people.” Rather, “for historical reasons, Black people are at the center.” Consequently, “what happens to Black people ultimately ends up hurting everybody.”

This interpretation challenges approaches that treat racial inequality as peripheral to democratic decline. Professor Spence insists that “racial politics are essential to understanding democratic backsliding in the United States,” identifying two competing historical traditions: one that expands democratic participation and another that constrains political representation and governmental responsiveness. He further observes that “the anti-democratizing or de-democratizing tendency has always been associated with forces that have practiced white supremacy.”

Against this historical background, the contemporary weakening of voting rights acquires broader institutional significance. Discussing the Voting Rights Act, Professor Spence warns: “When you weaken or effectively neutralize the Voting Rights Act, you’re not just undermining its protections for Black people; you’re essentially undermining those protections for everybody.” He similarly anticipates that, without electoral reform, “Black political representation” will decline dramatically, particularly in the American South.

Yet Professor Spence’s analysis extends beyond democratic erosion to the possibilities of political renewal. Reflecting on Black Lives Matter, Occupy Wall Street, and emerging progressive coalitions, he argues that “political movements themselves create openings, and institutions then emerge to fill those gaps.” Ultimately, he maintains, meaningful democratic transformation requires more than electoral victories: “It’s not just about electing people; it’s about creating a new model” capable of protecting political participation while generating progressive change and substantive material benefits for working-class communities.

Here is our interview with Professor Lester Spence, edited lightly to enhance clarity, readability, and overall flow for publication.

Trumpism Retains Elements of the Previous Era 

Trump supporters marched toward Capitol Hill on January 6, 2021, in Washington, D.C., USA. Photo: Dreamstime / © Bgrocker

Professor Spence, thank you for joining us. Let me begin with Trumpism’s enduring appeal and its relationship to America’s historical racial hierarchies. How should we understand the intersection of racial resentment, economic insecurity, and anti-establishment populism in sustaining Trumpism? Does it represent a distinctive form of racialized authoritarian populism, or does it reproduce longstanding structures of American racial politics under more confrontational leadership?

Professor Lester Spence: First, that’s a really good question, and answering it gives me an opportunity to talk about this moment with an eye toward helping folks understand political dynamics and political change over time, along with political economy: how the market works, how the economy works, how changes in the economy are both produced by politics and, in turn, produce politics, and how racial dynamics play a role in all that.

To understand Trumpism in the short durée, we have to go back to the economic crises that wracked the country and the world in approximately 2008. In the United States, what this meant for a number of folks, including myself, was that our mortgages went underwater. A number of us had our homes taken away from us, particularly at the middle- and upper-income levels. At the working-class level, folks who didn’t own their homes or didn’t have the capacity to own them, and therefore rented, were placed in even more precarious circumstances because many of them lost their jobs. They didn’t have health benefits, and there were a range of other crises.

In addition to these real crises, such as me being in danger of losing my home or working-class folks dealing with difficult material circumstances, there were psychological challenges that people faced as the economy tanked. They didn’t necessarily lose money, but they thought they would. Or maybe they indirectly lost money through stocks, whatever the hell.

Anyway, it’s in this moment that we see the election of Barack Obama. Obama, as the first Black president of the United States, actually had a lot more room to navigate than I think he and others thought. That is to say, those of us who study this academically, serve as political analysts, work in campaigns, and even regular folks never thought that the United States would elect an African American president. I just didn’t think it would happen.

The fact that he’d already overcome that hurdle created more space for him to navigate. The nature of the economic crisis itself also raised questions, for the first time in a broad sense, about how capitalism in the United States functioned. Obama had a lot of latitude to discipline capital, and he generally chose not to.

The Tea Party Created the Conditions for Trump’s Rise

Now, fast-forward to the 2010 election cycle. He ended up losing Congress, while a number of states fell to the GOP. At this moment, we see the rise of what eventually becomes the MAGA movement. It wasn’t called that then. It was called the Tea Party movement.

The Tea Party movement ends up transforming the Republican Party, moving it sharply toward the right. The Republican Party already had racist tendencies. The movement metastasizes these tendencies and creates space for a certain type of capital to gradually dominate the concentrated support for the GOP. All of that, long story short, creates the conditions in which Trump can run as an outsider and win.

What’s similar between Trump and previous iterations of the Republican Party is this racist tendency, which became prominent in the Republican Party as early as the late 1960s and early 1970s. It becomes even more prominent with the election of Ronald Reagan. Reagan runs on implicit racist campaign appeals, creating the space that, by the mid-1980s, makes it possible for a racist populist like Pat Buchanan to run for president.

He does not win, but he helps create a space within the GOP for it to basically become, at best, a white ethnic nationalist party. That’s what it ends up becoming under Trump, who takes this tendency, pushes it further, and transforms it into something that retains elements of the previous era but can also be understood as something new. And that’s one part of it. If you have questions about any of this, just loop back to me.

Now, if we think about the economy over the period I’ve discussed, we transition from the 1960s and 1970s, when we’re an industrial economy dominated by manufacturing, to one increasingly dominated by the FIRE (Finance, Insurance, and Real Estate) sector. By the 1980s and 1990s, the FIRE sector dominates, and this is when the neoliberal turn consolidates.

Corruption Is a Governing Principle for Trump

But what we’re in now is a different economy, even from those earlier economies. It’s deeply post-industrial, deeply connected to platforms and the internet, and it’s here that we see the rise of not just billionaires but, in Elon Musk, the first trillionaire.

These transformations of the economy end up feeding back into politics. Around the time Obama is running, then Clinton is running, and then Biden is running, this growing tech capital sector is splitting its support. They’re splitting their support the way prior sectors did—not all, but some—because they’re thinking, okay, no matter what, we want to hedge our bets. We want to get benefits if the Republican Party wins, and we want to get benefits if the Democratic Party wins. So, we’re kind of split.

But what you see in the United States is that, increasingly, even before Trump gets elected, but definitely afterward, and then with his second election, tech capital moves toward him.

This is another important dynamic: Trump actually uses the state to compel tech to support him because, unlike previous parties and elected officials of both parties, corruption is a governing principle for Trump. Corruption wasn’t a governing principle for prior iterations.

So, those are some of the things that make Trumpism different. I don’t think I covered everything, and I was perhaps a bit more confusing than I’d like to be. So, if you have any questions about any of that, just holler at me.

Race Is a Political Construction with Social Implications

Black People.
Black Lives Matter protesters march around Marion Square during an organized demonstration in Charleston, South Carolina, USA, on July 13, 2016. Photo: Gerald T. Coli / Dreamstime.

Your scholarship challenges explanations that separate racial hierarchy from political economy. How should we interpret the relationship between white racial identity, perceived status loss, and material interests in contemporary Republican electoral behavior? To what extent can economic grievances be analytically distinguished from racial resentment when explaining support for Trump and the contemporary far right?

Professor Lester Spence: That’s a great question. When I was younger, an undergraduate in the late 1980s and early 1990s, the common sense about racial difference was changing. At the time, when I was starting school, people still thought—and were still taught in universities—that race was a real physiological or biological thing. By the time I was in graduate school, the common sense had changed, and we recognized that race was a social construction with political implications. The way I think about race is as a political construction with social implications.

It’s a political construction inasmuch as states and state bureaucracies play an essential role in constructing racial difference. They do so to create a social, economic, and political hierarchy. It’s a political hierarchy inasmuch as populations deemed non-white, and Black populations specifically, are placed at the bottom. Even when Black populations and other non-white populations are citizens, they are deemed unworthy of the rights accorded to white citizens. That puts them in a particular category.

Socially speaking, they’re at the bottom. That means there is a range of social rights that society accords—sometimes, when philosophers and political theorists talk about these rights, they refer to things like dignity—that non-white populations aren’t accorded. Economically, that means they’re placed at the bottom of the labor hierarchy. Even when non-white populations own businesses and the like, they’re still placed at the bottom of that hierarchy.

Racial Hierarchies Provide Political, Social, and Economic Benefits to Whites

Now, that hierarchy itself ends up providing political, social, and economic benefits, both for whites in general and for whites in the middle and near the bottom of their own hierarchy. Those benefits change according to the moment, depending on where we are, where the economy is, and where the political economy is. But the hierarchy is durable. It’s durable.

Now, what do I mean by that? When the South was an authoritarian regime largely shaped by Jim Crow, even as whites were victimized by the agricultural sector that dominated the United States South, they could derive psychological benefits and some limited political benefits from knowing that there was a population below them—a population that didn’t have full citizenship rights and was placed at the bottom of the social hierarchy. This was true even when they were in somewhat similar economic circumstances.

Racial Resentment Makes Whites More Likely to Support Trumpism 

As we transition out of Jim Crow, what we see is that political parties are consistently able to wield the reality of racial difference in ways that make a majority of whites believe that when government functions progressively—when it gives folks the resources to be healthy, to keep their heads above water economically, and to protect themselves against capital—it is acting on behalf of non-whites in general and Blacks in particular.

Race is wielded in such a way that, when government attempts to function like that, whites end up resenting government because they believe it is being used on behalf of these populations. To the extent that governments act on behalf of these populations, whites believe that these populations are undeserving of the benefits government accords them.

This, in turn, makes whites skeptical of government interventions in general and, more specifically, of progressive interventions designed to address some combination of racial and class inequality.

Racial resentment plays a role here. Whites who are racially resentful—that is, who are predisposed not just to believe in the racial hierarchy generally, but to believe intensely that this hierarchy exists because non-white populations in general, and Black populations specifically, are culturally dysfunctional and deeply undeserving—are far more likely to believe that government should not be used for progressive ends. This translates into the present moment, making them far more likely to support Trumpism and its racist elements.

Race Is Central to Both the Democratizing and De-Democratizing Tendencies

Black Lives Matter protesters.
Black Lives Matter protesters demonstrate against police brutality in Oakland, California, USA. Photo: Dreamstime.

With the Trump administration facing renewed scrutiny over executive authority, immigration enforcement, and the independence of democratic institutions, how should scholars conceptualize the relationship between democratic backsliding and America’s historical structures of racial domination? Are contemporary authoritarian tendencies best understood as a departure from American democratic traditions, or as an intensification of exclusionary practices already embedded within them?

Professor Lester Spence: My answer here will be more straightforward. I believe that American democracy, in simplified terms, can be understood as comprising two traditions. One tradition sustains and extends progressive democratic practices, giving regular people the ability to determine who represents them and to have their interests reflected in progressive government policy. That’s one tendency.

The other tendency seeks to constrain people’s ability to elect representatives who reflect their interests and the government’s ability to respond to those interests. If the first tendency is democratizing, the second is anti-democratizing, de-democratizing, or autocratizing.

Race is central to both tendencies. In the first, for historical reasons, Black populations have played a critical role in defending and extending democratic practices and the functioning of democracy in the United States at the local, state, and federal levels. We can see this before and during the Civil War, throughout Reconstruction, in the Civil Rights Movement, and, to a certain extent, in more recent Black Lives Matter organizing.

The anti-democratizing or de-democratizing tendency has always been associated with forces that have practiced white supremacy. They’ve either practiced it explicitly or supported policies that tend to produce it as a byproduct.

If we look at the political science literature, the study of democratic backsliding in the United States has only recently returned to mainstream political science scholarship. For the longest time, political scientists studying this question focused almost everywhere except the United States. The exceptions included scholars of racial politics and Black studies more broadly. There are a couple of other exceptions, but I’ll leave it there.

What we’re trying to do is push the discipline toward recognizing that racial politics are essential to understanding democratic backsliding in the United States. Trump gives us the complicated benefit of bringing this issue into sharper focus.

Actually, race—and here I’m referring more broadly to the ways in which the state differentiates populations using biological or cultural concepts—is essential to understanding democratic backsliding. In the United States, it’s race. In some places, it’s not race but ethnicity. In others, it’s not ethnicity but religion, and so on.

These distinctions are essential to understanding democratic backsliding and authoritarian turns more broadly, both within nations and across regions. For example, when we think about the European Union or its current and former member states, we can examine how immigration and race have been used to generate support for democratic backsliding.

If we look at elections in South America—or at Israel, where the election was just held—we can see, in state after state, how racial or race-like dynamics are used to explain democratic backsliding.

The Republican Party Should Be Understood as an Ethno-Nationalist Party

In your essay “Make Sure It Includes Everyone,” you expressed skepticism about the institutional foundations of cross-racial progressive coalitions, arguing that organizations capable of sustaining solidarity across cities, suburbs, and rural communities had substantially weakened. Nearly a decade later, have the Trump era and its aftermath further entrenched racialized political divisions, or have new possibilities emerged for building durable solidarities across racial and class boundaries?

Professor Lester Spence: That’s a great question. I’d say yes to both. I talked about two tendencies: the democratizing tendency and the de-democratizing tendency. Those tendencies have moved even further apart.

One way to think about this is that if you had conducted a survey maybe 20 years ago, you would have found broad support, across parties and populations, for most of the elements of what we consider a functioning democracy, even among people who express racial resentment. People who are racially resentful might believe that certain populations shouldn’t necessarily be protected by democracy, but they would still express support for broad swaths of what we consider the necessary elements of a functioning democracy.

Now, I don’t think that’s the case anymore. Within the de-democratizing tendency, you have a broad swath of folks who increasingly don’t believe in democratic values. For them, race is being used to reinforce that tendency. Even though that tendency includes non-whites—for example, I’m from Michigan, where the Republican gubernatorial candidate is John James, an African American, and there are other African Americans within the Trump tendency running for office—it’s not quite the same as it was during the Jim Crow era. But even so, that tendency remains disproportionately white, and the Republican Party at this moment should be understood as an ethno-nationalist party. It is a white political party.

Within that dynamic, race is used to bring the coalition together, and the only circumstances in which that coalition accepts people who aren’t white are when those individuals themselves explicitly or implicitly express support for white supremacy. There’s that, and it’s important to note that I’m talking about political parties. 

There’s also a geographic component: this tendency is concentrated outside American cities. If we had a map of the United States in front of us and broke it down by county—a geographic area larger than a city but much smaller than a state—we would see that urban counties, those containing major cities, support the Democratic Party regardless of the state, while areas outside them support the Republican Party, again regardless of the state.

There are racial dynamics layered onto this geographic divide. Metropolitan areas tend to be racially heterogeneous, meaning you can find all different types of racial populations. Areas outside metropolitan regions, by contrast, tend to be really white. The de-democratizing tendency is concentrated in those predominantly white areas, where people are working together on behalf of Trump and Trumpist policies.

Within metropolitan areas, on the other hand, you see increasing efforts to develop cross-racial solidarity, at the very least to defeat the Trump tendency, but also to create space for more progressive forms of politics. It’s this dynamic that elects Zohran Mamdani as mayor of New York. It’s this dynamic that elects Brandon Johnson in Chicago. He’s not DSA, but he’s really progressive. It’s also this dynamic that is emerging in Providence, the largest city in Rhode Island, where it looks like the next mayor is going to be a DSA member.

All of these elections are pushing the Democratic Party further to the left, and they require strong interracial solidarity—not just class solidarity among working-class members of different racial populations, but also inter-class solidarity, because a lot of small business owners and people who make a little bit of money are supporting these tendencies as well.

So, you see both increased interracial solidarity on one hand and increased racial homogeneity on the other.

Black Populism Has Greater Potential in Major Cities

Zohran Mamdani.
Mayor Zohran Mamdani marches up Fifth Avenue during the St. Patrick’s Day Parade in Midtown Manhattan, New York City, USA onMarch 17, 2026. Photo: Dreamstime.

In the same essay, you defined Black populism around the principle that ordinary Black people should have their interests represented in government, while insisting that Black populism must fundamentally be a class project. How would you reformulate that argument in the political circumstances of 2026? Can Black populism offer a democratic counterweight to right-wing populism without reproducing the elitism, personalism, or exclusionary tendencies that populist movements often exhibit?

Professor Lester Spence: That’s a great question. The quick answer is that Black populism—and by that, I mean a movement designed from below to increase the capacity of working-class populations to have their needs met, focusing particularly on Black people in this case—has significant potential. Black populations, in general, tend to be more democratic. I also think the potential for Black populism in major cities is greater now than at any other time.

What will prevent it from devolving into personalism is the necessity of electoral processes, particularly at the city and county levels, to put people in office and bring about these policy shifts. The act of running for office and building political majorities, almost by definition, makes it difficult, at least for Black populations, to turn toward the type of charismatic, populist leadership that lacks democratic mechanisms of accountability.

Neoliberal Common Sense Is No Longer the Prevailing One in American Politics

In Knocking the Hustle you criticized the penetration of neoliberal assumptions into Black political thought and the institutions claiming to represent Black communities. Days before the midterms, to what extent does the Democratic Party remain constrained by the market-oriented political framework you identified? Does its approach to economic inequality, racial justice, and urban governance reveal meaningful ideological transformation, or primarily a repackaging of familiar neoliberal commitments?

Professor Lester Spence: If you read that book—and for your readers, the PDF is available for free—you’ll see that it was written when Black Lives Matter was just beginning, years before Trump was elected, much less elected for a second time. Those Trump elections, along with the growth of Black Lives Matter organizing and, relatedly, Occupy Wall Street organizing, changed the terrain in terms of the common-sense neoliberal approaches that had dominated Black political life and American political life more broadly.

I no longer think that neoliberal common sense is the prevailing common sense. We can see evidence of this in the election of people like Brandon Johnson, Brandon Scott here in Baltimore, and Zohran Mamdani, even though he’s not African American. In addition, Black congressional representatives are moving further and further to the left. They’ve changed the terrain of common sense, so that the types of neoliberal policies I criticized in Knocking the Hustle now face significant opposition when they’re proposed. At the very least, they’re being contested significantly.

Black Political Representation Also Serves as a Firewall Against De-Democratizing Tendencies

You have argued that the growing number of Black elected officials has not necessarily translated into policies that materially improve the lives of working-class Black constituencies. How should we assess this tension in contemporary American politics, particularly in cities governed by Black political leadership? What distinguishes descriptive representation from substantive democratic empowerment, and what forms of institutional accountability might bridge the gap?

Professor Lester Spence: That’s a great question. I might not be able to answer it as quickly as you’d like, but what I’ll say is that what I missed was partly a consequence of the circumstances of my birth. I was born in 1969, when the benefits of the Civil Rights Movement were just beginning to take effect. Most important for this conversation was the Voting Rights Act, which significantly increased Black political representation.

Because of the circumstances of my birth and the way we study these questions, we didn’t fully know how to reckon with the historical lack of Black political representation, nor did we know how to reckon with the dismantling of the Voting Rights Act. Let me explain what I mean.

Usually, when we think about the question you just asked, we say, okay, we elected these Black political representatives to serve our interests. We identify those interests and then examine the gap between what our interests are and what our political representatives have advocated for and accomplished. We can trace the size of that gap over time and identify moments when they’re doing a pretty good job and others when they aren’t doing well at all, when there’s a significant gap.

What we didn’t take into account was the presence of a party that was literally trying to bring us as close as possible to the conditions of 1950, when Black people lacked political power. As a result, we failed to fully understand the extent to which Black political representation is not simply about ensuring that Black populations are represented and their needs substantively met. It’s also about serving as a firewall to prevent the worst de-democratizing tendencies from gaining control and making things significantly worse.

I still think it’s really important to figure out what kinds of mechanisms Black populations need to hold Black representatives accountable. In instances where they’re not represented by Black officials, we also need to understand how they can work both on their own behalf and in concert with other populations to get their needs met. But I’m increasingly of the belief that, even as we continue that work, we need to better understand practices designed not so much to give Black people what they need politically, but to protect them by preventing the worst outcomes from occurring.

That’s a really difficult thing to study, but it’s what we’ve largely missed. Again, it’s because I was born at a moment when it seemed as if we’d won. It seemed as though Black people would have a durable ability to elect representatives of their choice, although that ability remained constrained. But we’re not in that moment anymore. Things are going backwards as we speak, and we have to figure out new tools.

We’re Not as Attentive to the Pro-Democratizing Elements of Black Life as We Should Be

Kamala Harris.
Then-California Senator Kamala Harris announced her candidacy for the Democratic presidential nomination in her hometown of Oakland, California, USA. Photo: Dreamstime.

Your critique of respectability politics suggests that emphasizing individual responsibility, entrepreneurial success, and middle-class behavioral norms can obscure structural inequalities within Black communities. How might this framework help explain the appeal of conservative political messaging among some Black voters, particularly younger men? Should such developments be interpreted primarily through gender, class, cultural identity, dissatisfaction with Democratic elites, or changing understandings of political representation?

Professor Lester Spence: That’s a great question, but I’ll actually push back against it. I think it’s a really good question, yet one that also reflects a challenge in studying Black politics, democratization, and de-democratization.

If we look at the 2024 presidential election and acknowledge that, despite the challenges associated with Kamala Harris and the Democratic Party, Harris represented the democratizing tendency while Trump represented the de-democratizing tendency, we see something important.

Two populations gave more support to Kamala Harris and that democratizing tendency than any others. The first was Black women, with approximately 90–92% support. The second was Black men. The gap between Black women and Black men is statistically significant, meaning it’s not due to chance. But that gap is really small, particularly compared with the gap between them and everybody else. If you look at other women—white women, Latino women, and Asian American women—the gap between them and Black women is huge. Similarly, if you look at white men, Latino men, and Asian American men, the gap between them and Black men is enormous. It’s absolutely huge, and it’s statistically significant.

It’s not just Harris; it was also Biden and Obama. This pattern has persisted. People have been talking about the rise of conservative attitudes among Black populations, particularly men, but I actually think that this question shows we’re not as attentive to the pro-democratizing elements of Black life as we should be.

With that said, returning to respectability, I don’t think respectability explains that relatively small gap between Black men and Black women. What probably explains it is a combination of factors. Black men’s economic circumstances are probably the worst among any racial and gender group. What we see among some people is support for Trump simply because they didn’t think Biden spoke sufficiently to their needs.

A second element is that African American populations increasingly include both people born in the United States, whose families have lived here for generations, and people who live in the United States but come from elsewhere. I think that among Black immigrant populations, men are probably more likely to have voted for Trump than for Kamala. But neither of those factors has to do with respectability. I don’t think respectability plays as much of a role in these developments as people think.

When You Weaken the Voting Rights Act, You’re Undermining Protections for Everybody

The Supreme Court’s April 2026 decision in Louisiana v. Callais narrowed challenges to racial vote dilution under Section 2 of the Voting Rights Act. How does this ruling fit into America’s history of racial exclusion? Does the distinction between permissible partisan gerrymandering and unlawful racial discrimination enable racial inequalities in political representation to persist under race-neutral justifications?

Professor Lester Spence: The short answer is yes, but I’ll broaden that point. In the United States, even if we narrow democracy to elections and the ability to elect representatives of one’s choice, democracy functions to the extent that the rights of Black people, as Black people, are recognized both in law and in its interpretation.

Going back to the Reconstruction era, if not earlier, we see attempts to protect and extend political possibilities through Black politics, alongside attempts to constrain those same possibilities. Those constraints don’t just affect Black people; they ultimately work to the detriment of democracy more generally.

In the United States, for example, much of the apparatus we have for understanding when democracy is fundamentally broken, particularly in terms of electoral dynamics, is connected to the Voting Rights Act. So, when you weaken or effectively neutralize the Voting Rights Act, you’re not just undermining its protections for Black people; you’re essentially undermining those protections for everybody.

Democracy Goes as Black People Go

Martin Luther King Jr.
Martin Luther King Jr. mural on Broadway, Toledo, Ohio, USA. Photo: David Gaunt | Dreamstime.

The extraordinary wave of mid-decade redistricting ahead of the 2026 midterms has intensified competition over congressional boundaries, with Republican-led states seeking additional advantages and Democratic-led states pursuing countermeasures. How might these developments reshape Black electoral representation, particularly in the South? More fundamentally, when political parties can manipulate district boundaries to protect electoral power, what happens to the democratic principle that voters should choose their representatives rather than representatives effectively choosing their voters?

Professor Lester Spence: Again, what we’re going to see, unless something is done to change the way voting is conducted, is Black political representation dropping like a rock in the South and increasingly elsewhere. More broadly, we’re going to see support for the principle that people should be able to elect representatives of their choice, rather than the other way around, decline just as dramatically.

I cannot emphasize this enough: in the United States, democracy goes as Black people go. One of the challenges for political science as a discipline is to begin to fully understand that what happens to Black people aren’t something that happens somewhere else. It’s not simply that democratic harms inflicted on Black people affect only Black people. Rather, for historical reasons, Black people are at the center. So, what happens to Black people ultimately end up hurting everybody.

Black Voter Turnout, Political Alienation, and the 2026 Midterms

Donald Trump vs Kamala Harris for US President. Photo: Qubix Studio.

Black voters remain a central constituency in the Democratic electoral coalition, yet political representation does not necessarily translate into material improvements in their communities. As the midterms approach, how should we distinguish electoral demobilization rooted in political alienation from genuine ideological realignment? What do contemporary patterns of Black political behavior reveal about the relationship between racial solidarity, class divisions, institutional trust, and perceptions of political efficacy?

Professor Lester Spence: That’s a great question. Going back to the 2024 presidential election, Kamala Harris lost the Electoral College essentially because of Wisconsin, Pennsylvania, and Michigan. Within those states, she lost because she lost Philadelphia, one of Pennsylvania’s two major metropolitan areas; Detroit, the major metropolitan area in Michigan; and Milwaukee, the major metropolitan area in Wisconsin.

In each of those three instances, it wasn’t a matter of Black people voting for Trump; it was a matter of declining Black voter turnout. So, why did Black voter turnout decline? Part of the answer lies in the question of what exactly the party is doing for us.

Given the Trump tendency and the racism at its core, Black voters basically have two choices: they either vote for the Democratic tendency or stay home. That decision to vote or stay home is shaped partly by mobilization, but also by the issues of institutional trust and political efficacy that you raised.

If we look at the extent to which Black populations feel that their interests are being addressed directly, particularly when the party faces a choice between speaking to Black voters and appealing to white moderates, or even white Republican moderates, some Black voters saw the decision to prioritize white Republican moderates over them and concluded, “Well, if it’s going to be like this, I’ll just stay home.”

That’s one plausible explanation, though certainly not the only one, for why Kamala Harris lost. The real challenge was that she had only a few months to run her campaign. That’s really the challenge. But embedded within that are questions of political efficacy, institutional trust, and what the party actually does for Black voters.

Going forward, what we have to do—and what we’re beginning to see with the election of a number of Black progressive candidates and progressive candidates more generally—is built on these successes and develop durable coalitions that place the material needs of Black and working-class populations at the center. We’ll know more next Tuesday. Even given everything, we have greater potential to do that now than perhaps we’ve had in a long time.

Black Lives Matter, Occupy Wall Street, and Durable Political Institutions

In “Make Sure It Includes Everyone,” you questioned whether Black Lives Matter’s mobilization against state violence could develop into durable institutions capable of transforming local politics and the Democratic Party. Looking back from 2026, how would you assess the movement’s achievements and limitations? Has the changing political environment exposed the fragility of protest-centered mobilization, or have new forms of local political power emerged?

Professor Lester Spence: It’s the latter. New forms of local political power have emerged. In Baltimore, I can name the individuals who have been able to essentially flip the City Council as a result of organizing. I can do the same in other cities. I would point to someone like Brandon Johnson, along with a number of people on the Chicago City Council. I’ve mentioned Providence and New York, and we can also look at the Detroit City Council. There are a number of people in office today who wouldn’t be there without the combined influence of Black Lives Matter and Occupy Wall Street organizing.

I think my critique was right, but what I should have done better in that essay was address the potential of organizing over time. Political movements themselves create openings, and institutions then emerge to fill those gaps. DSA, for example, stepped into the space created by Occupy Wall Street and grew not only numerically but also in its ability to run candidates for office and win elections. We see similar developments emerging from the Black Lives Matter tendency.

At the outset, when you’re involved in a movement, it’s difficult to predict what shape those new institutions will take or how they will function. But what we’ve seen, particularly with the emergence of all these progressive and left-wing candidates, is evidence of people building on those movements and creating something durable.

Anti-Communist Attacks May Backfire Rather Than Achieve Political Success at the Ballot Box

Bernie Sanders and Alexandria Ocasio-Cortez.
Bernie Sanders and Alexandria Ocasio-Cortez at the “Bernie Is Back” political rally in Queensbridge Park, Queens, New York, on October 19, 2019. Photo: Aleksandr Dyskin / Dreamstime.

In your July 2026 Counterpublic Papers, you described growing state violence, the targeting of Antifa, and hostility toward democratic socialism as elements of a new Red Scare combining white supremacy and anti-communism. How does this reflect America’s history of political repression? To what extent do anti-socialist narratives restrict legitimate political participation, including within the Democratic Party itself?

Professor Lester Spence: I want to give a shout-out to Charisse Burden-Stelly. More than almost anybody else, she’s been writing about the connections between Black politics, racial politics, communism, and anti-communism. That Counterpublic Paper relied in part on some of her work.

What’s happened in this moment, although it hasn’t been particularly effective, is that people have used the anti-communist label to tar just about anything to the left of the Trump tendency. Historically, that dynamic has been used to delegitimize movements going back to the labor movement, including the Civil Rights and Black Power movements. It’s also been used to delegitimize leaders within Black politics, whether they were integrationists who advocated nonviolence, like Martin Luther King Jr., or held different political positions. And it’s been used to legitimize racist and capitalist domination in American politics.

The challenge, going back to what I mentioned about my age and being born in 1969, is that I’m 57, and I remember when the Soviet Union existed. People today don’t necessarily know what communism and socialism are. Those labels don’t carry the same weight they once did because that political alternative was basically wiped out, with some exceptions. At the very least, in the United States, it was largely erased from our political imagination. So, the use of the anti-communist brush isn’t going to carry the same political weight anymore. In fact, support for socialism among younger voters is higher than at any point since polling on the issue began.

If anything, there’s a risk that this strategy could actually backfire. Again, to point to the same people I’ve been discussing, if you look at the actual governance of somebody like Zohran Mamdani, it doesn’t look anything like what those using the anti-communist or anti-socialist label suggest. It doesn’t resemble what people have been led to expect. People were arguing that immediately after the election, capital would flee New York like nobody’s business. But capital didn’t go anywhere.

People are using these labels rhetorically in ways similar to how they’ve been used in previous eras. They’re also being used politically. Trump controls the state, and he’s been using the FBI and other instruments of state power against radical activists. You can also understand his attacks on the economy as part of that project. But there’s a difference between deploying these attacks and achieving political success at the ballot box. And I just don’t see them being politically successful at the ballot box.

We Have to Prioritize Transforming Elections and State Capacity

And finally, Professor Spence, your scholarship emphasizes the limits of electoral representation without structural change. As Americans prepare to vote on November 3, what would constitute meaningful democratic progress for Black working-class communities beyond partisan electoral victories? How might your conception of Black populism distinguish genuine political empowerment from electoral mobilization without institutional transformation?

Professor Lester Spence: One way to think about this is to return to the weakening of the Voting Rights Act. When Black people first seized political power, they changed the trajectory of the United States through the Reconstruction-era amendments. We see Black people using their political power both to constrain the white Confederacy in the South and to build a new progressive infrastructure. They created the first public schools and began taxing capital.

Fast-forward to the passage of the Voting Rights Act and the creation of the Congressional Black Caucus. Its members were to the left of the Democratic Party and proposed a range of progressive and left-leaning policies deeply connected to labor.

What these two instances demonstrate is that it’s not just about electing people; it’s about creating a new model that protects Black voters and voting rights while expanding the capacity of political power to generate progressive change.

In the current circumstances, with the Voting Rights Act being weakened, this could mean supporting a new Voting Rights Act or something like proportional voting—new voting systems that allow people to vote in different ways, enhancing their ability to act on their own behalf and work with other constituencies.

We have to consider that first. We have to prioritize transforming elections and state capacity because of how virulent, deeply racist, and anti-democratic the Trump tendency is. But beyond that, we need to think not just about changing the electoral system but also about reforming the different components of federal power. That means constraining the executive branch, constraining the judicial branch, and expanding the legislative branch to make it more democratic.

These kinds of reforms help build a constituency that supports them. Once that constituency and political project are established, the project can be linked to working-class policies that not only protect people’s ability to participate in government but also strengthen and further develop their capacity to secure material benefits from government.

Torn American flag with Democratic and Republican party symbols, representing political division in the United States. Photo: Dreamstime.

ECPS Panel on US Midterms: Trumpism, Democratic Resilience, and the Rise of Democratic Socialism

Date/Time: Thursday, October 29, 2026 / 14:00-16:00 (CET)

 

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Moderator

Professor Lane Kenworthy (Distinguished Professor of Sociology and Yankelovich Chair in Social Thought at the University of California, San Diego).

Speakers

“The 2026 Midterms in Comparative Perspective: Shifting Support for Trumpism and the Issues Reshaping the Electoral Landscape,” by Professor Sheri Berman (Professor at Department of Political Science, Barnard College, Columbia University). 

“Explaining the Socialist Revival in the US,” by Professor Michael Kazin (Professor of History, Georgetown University).

“Democratic Resilience Amid Pernicious Political Polarization,” by Professor Jennifer McCoy (Regent’s Professor Emerita of Political Science, Georgia State University).

“Beyond Washington, DC: American Federalism and the Midterms,” by Professor Andrew Karch (Professor in the Department of Political Science at the University of Minnesota).

 

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Brief Biographies and Outlines

Lane Kenworthy is a Distinguished Professor of Sociology and Yankelovich Chair in Social Thought at the University of California, San Diego. He studies the causes and consequences of living standards, capabilities, poverty, inequality, mobility, employment, economic growth, social policy, taxation, public opinion, and politics in the United States and other wealthy, long-standing democracies. His books include The Good Society (thegoodsociety.net), Is Inequality the Problem? (2025), Would Democratic Socialism Be Better? (2022), Social Democratic Capitalism (2020), How Big Should Our Government Be? (2016), Social Democratic America (2014), Progress for the Poor (2011), Jobs with Equality (2008), Egalitarian Capitalism (2004), and In Search of National Economic Success (1995). More information on his research and teaching is available at lanekenworthy.net.

Professor Berman: “The 2026 Midterms in Comparative Perspective: Shifting Support for Trumpism and the Issues Reshaping the Electoral Landscape”

Professor Sheri Berman will discuss the issues dominating political competition in the run-up to the 2026 American midterm elections, examine the evolving fortunes of Trumpism in the United States, and compare its trajectory with the development of populism in other parts of the world today.

Sheri Berman is a professor of Political Science at Barnard College, Columbia University.  Her research interests include European history and politics; the development of democracy; populism and fascism; and the history of the left.  She has written about these topics for a wide variety of scholarly and non-scholarly publications, including the New York Times, The Washington Post, Foreign Policy, Foreign Affairs, and VOX.  She currently serves on the boards of the Journal of Democracy and Political Science Quarterly. Her last book was Democracy and Dictatorship in Europe: From the Ancien Regime to the Present Day (Oxford University Press 2019). Her most recent book, The Political Consequences of Economic Ideas: Neoliberalism, the Left, and the Fate of Democracy is forthcoming from Oxford University Press.

Professor Kazin: “Explaining the Socialist Revival in the US”

Professor Michael Kazin will examine the roots of the contemporary socialist resurgence in the United States, tracing them back to the anti-globalization protests of the late 1990s and the Great Recession of 2008–2009, which helped create the conditions that encouraged Bernie Sanders to run in the 2016 Democratic presidential primaries. Professor Kazin will then assess the achievements of contemporary socialists, particularly those affiliated with the Democratic Socialists of America (DSA), while also considering the limits of their political appeal and constituency.

Michael Kazin is a Professor in the Department of History, Georgetown University. He is an expert in US politics and social movements, 19th and 20th centuries. His most recent book is What It Took to Win: A History of the Democratic Party (Farrar, Straus and Giroux, 2022) which was named an Editor’s Choice by the NY Times Book Review and one of the best ten books published on US history in 2022 by Kirkus Reviews. His previous book War Against War: The American Fight for Peace, 1914-1918 (Simon and Schuster, 2017) was also named an Editor’s Choice by the New York Times Book Review and was awarded the Elise M. Boulding Prize for the best book in peace history by the Peace History Society. His previous books include American Dreamers: How the Left Changed a Nation (Knopf, 2011), which was named a Best Book of 2011 by The New Republic, Newsweek/Daily Beast, and The Progressive. Kazin is emeritus co-editor of “Dissent,” a leading magazine of the American left since 1954. 

Professor McCoy: “Democratic Resilience Amid Pernicious Political Polarization”

Professor Jennifer McCoy will examine how Americans are responding to extreme political polarization and contentious midterm elections. She will also consider how polarization may evolve after the midterms under different electoral outcomes.

Jennifer McCoy is Regent’s Professor Emerita of Political Science at Georgia State University and Nonresident Scholar at the Carnegie Endowment for International Peace, as well as Senior Fellow at Cornell University’s Center on Democracy and a Research Affiliate at CEU’s Democracy Institute in Budapest. She was named a 2024 Andrew Carnegie Fellow, one of 28 scholars nationwide who explore political polarization as well as what might help tackle division and strengthen American democracy. A specialist on democratic erosion, recovery, and renewal; polarization and depolarization; mediation and conflict prevention; election processes and election observation; and Latin American politics, Professor McCoy has authored or edited six books and dozens of articles. Her forthcoming book is How to Depolarize: Remaking Global Democracies in the 21st Century, with Murat Somer, (Princeton University Press, May 2027). McCoy has been a visiting scholar at Koc University in Istanbul, Collegio Carlo Alberto in Turin, Italy, and both the Democracy Institute and the Institute of Advanced Studies at Central European University in Budapest, Hungary. She was named a GSU Regent’s University Professor in 2023 (the highest honor bestowed by the University System of Georgia).

Professor Karch: “Beyond Washington, DC: American Federalism and the Midterms”

Professor Andrew Karch will examine the significance of the 2026 midterm elections beyond the national level. While most journalistic coverage focuses on partisan control of Congress, Professor Karch will emphasize that the stakes at the state level are also substantial. He will begin by reviewing recent trends in partisan control of state governments and discussing the state-level offices that will appear on the ballot. He will also highlight several significant ballot initiatives that voters in some states will consider.

The second part of Professor Karch’s presentation will examine the role of state governments at a moment of heightened partisan polarization. He will discuss how the Elections Clause of the US Constitution gives states a central role in administering elections, drawing congressional districts, and determining who is part of the American electorate. He will also examine how states have increasingly become sites of resistance, with state officials challenging national government policies and priorities. Professor Karch will argue that the significant impact of American federalism underscores the need to look beyond national-level results when assessing the midterm elections and their broader consequences.

Andrew Karch is a Professor in the Department of Political Science at the University of Minnesota, where he has taught since 2010. His research centers on the political determinants of public policy choices in the contemporary United States, with a special focus on federalism and state politics. His most recent book, Responsive States: Federalism and American Public Policy, is co-authored with Shanna Rose of Claremont McKenna College and was published by Cambridge University Press in 2019. His previous book, Early Start: Preschool Politics in the United States (University of Michigan Press), was named a Choice Outstanding Academic Title for 2013. He is also the author of Democratic Laboratories: Policy Diffusion among the American States (University of Michigan Press, 2007). He is currently serving on the editorial boards of State Politics & Policy Quarterly, Policy Studies Journal, and Publius: The Journal of Federalism. He is also a fellow of the Center for the Study of Federalism, and he previously served two terms as Chair of the Executive Council of the Federalism and Intergovernmental Relations Section of the APSA.

Flávio Bolsonaro.

Flávio Bolsonaro’s Exile and the Dream of a MAGA Brazil

In this commentary, Dr. João Ferreira Dias examines the political significance of Flávio Bolsonaro’s departure for the United States and its implications for Bolsonarism’s increasingly transnational orientation. Drawing on the ideological affinities between Bolsonarism and Trump’s MAGA movement, Dr. Dias explores how narratives of political persecution, electoral illegitimacy, and national salvation can transform foreign intervention into an expression of supposed patriotism. Particular attention is devoted to evangelical conservatism, conspiratorial thinking, and the political instrumentalization of exile. Situating these dynamics within the Trump administration’s renewed assertion of American dominance in the Western Hemisphere, the commentary argues that Bolsonarism’s pursuit of external protection exposes a fundamental contradiction between nationalist rhetoric and political sovereignty, raising broader questions about populism, democratic legitimacy, and foreign influence in Brazil.

By João Ferreira Dias

Flávio Bolsonaro’s departure for the United States can serve several political purposes. It allows a defeated candidate to be presented as a persecuted leader, gives Bolsonarism a platform from which to seek American intervention and connects the movement’s ambitions with Washington’s renewed claim to predominance in the Americas. These possibilities acquire particular significance among supporters who already look to Donald Trump to save Brazil from its own elected government.

The “SOS” appeals posted by Brazilian users in White House comment sections express that expectation of rescue. A foreign president is asked to act as the protector of a nation supposedly held captive by its domestic enemies. There is also a documented precedent beyond social media. During Brazil’s Independence Day demonstrations in September 2025, Bolsonaro supporters displayed American flags and called for US sanctions to continue, despite their potential costs to the Brazilian economy (CNN Brasil, 2025). For those participants, foreign coercion had become an acceptable means of pursuing domestic political objectives.

What, then, does patriotism mean when national salvation depends on the intervention of another country?

The answer requires examining how these supporters understand the nation. If the authentic Brazil is identified exclusively with Bolsonarism, a government elected by its opponents can be treated as an occupying power. Pressure against that government becomes compatible with love of country because the political community has already been reduced to those who belong to the movement. The rights and choices of everyone else lose their authority to define Brazil’s future.

This helps explain the attraction of a Brazilian political order modelled on MAGA. Trump offers these sectors a language of national restoration and a model of leadership organized around confrontation with institutions and internal enemies. Americanization, in this political sense, promises a Brazil in which their own values prevail with the backing of a powerful foreign protector. The resulting dependence can be understood by its supporters as the recovery of a country they believe has been taken from them.

The comparison with MAGA also concerns the capacity to sustain a political reality insulated from contradiction. Within this interpretative framework, electoral defeat is evidence of fraud, judicial proceedings confirm persecution, and leaving the country demonstrates that democracy has ceased to exist. Events that might lead supporters to question their convictions can instead reinforce them. Conspiratorial explanations provide ways of preserving the leader’s innocence and the movement’s claim to represent the nation, however far those explanations depart from verifiable reality.

The evangelical dimension matters within this process. Almeida’s (2019) analysis situates a significant and internally diverse evangelical constituency within Brazil’s conservative mobilization. Where political conflict acquires the language of spiritual warfare, compromise becomes harder to accommodate: opponents can be understood as agents of evil, while leadership assumes a providential significance. Under these conditions, the experience of defeat can strengthen the expectation that the leader has a mission yet to fulfil.

Exile can give that expectation a new political form. The absent leader remains available as the representative of a supposedly captive nation, protected abroad while awaiting the conditions for his return. Distance also allows supporters to imagine him beyond the compromises of ordinary opposition politics. Flávio does not automatically inherit his father’s charisma, but the narrative of persecution offers a means of constructing that inheritance. American protection can become part of the story through which he claims to continue a family mission interrupted at home.

This expectation meets a receptive geopolitical framework in the Donroe Doctrine. The 2025 US National Security Strategy reasserts American predominance in the Western Hemisphere through a Trump Corollary to the Monroe Doctrine. It also commits Washington to encouraging regional governments, parties and movements aligned with its principles and strategy (The White House, 2025: 15–16). Ideological affinity therefore has an explicit place within the pursuit of American regional power.

Flávio’s presence abroad can help connect the demand for national rescue with that external agenda. A narrative of persecution supplies a justification for pressure on Brazilian institutions, while American support can reinforce the authority of the leader seeking protection. This convergence does not require assuming that every step has been coordinated or that intervention must take a military form. Sanctions and diplomatic pressure already offer instruments through which foreign power can be brought into a domestic struggle.

The danger is that the restoration promised to supporters comes to depend on political tutelage from Washington. For the bolsonaristas asking Trump to save their country, a MAGA-inspired Brazil under American protection can become more desirable than a sovereign Brazil governed by their opponents.


 

References

Almeida, R. de. (2019). “Bolsonaro presidente: Conservadorismo, evangelismo e a crise brasileira.” Novos Estudos CEBRAP, 38(1), 185–213. https://doi.org/10.25091/S01013300201900010010

CNN Brasil. (2025, September 7). Análise: Em ato, bolsonaristas pedem que os EUA continuem a aplicar sanções. https://www.cnnbrasil.com.br/politica/analise-em-ato-b

Luiz Inacio Lula da Silva walks among supporters on Augusta Street at São Paulo on the eve of the brazillian election on October 1, 2022. Photo: Yuri Murakami.

Lula’s Historic Comeback: Implications for Brazilian Democracy and the Emerging Global Order

In this commentary, Dr. Prerna Chahar examines the domestic and geopolitical implications of Luiz Inácio Lula da Silva’s historic comeback in Brazil’s October 25, 2026, presidential runoff. Overcoming a first-round deficit, Lula secured a fourth presidential mandate with 51.79 percent of the vote, defeating Flávio Bolsonaro amid persistent polarization and contested electoral legitimacy. Dr. Chahar argues that this outcome underscores both Brazil’s democratic resilience and the continuing challenges posed by political division and institutional distrust. Internationally, Lula’s victory reinforces Brazil’s pursuit of strategic autonomy, multilateralism, and a more representative global order. Particular attention is devoted to BRICS, the G20, South–South cooperation, and relations with the United States, China, and India, highlighting Brazil’s evolving position within an increasingly multipolar international system.

Dr. Prerna Chahar*

Brazil’s presidential election of October 25, 2026, has implications extending far beyond Latin America. President Luiz Inácio Lula da Silva won an unprecedented fourth presidential mandate, defeating conservative challenger Flávio Bolsonaro with 51.79 percent of valid votes against 48.21 percent. The result has renewed debates about democratic legitimacy, US influence in the Western Hemisphere, Brazil’s strategic autonomy, and the future of BRICS, the G20 and South-South cooperation. It also demonstrates how domestic electoral choices can influence the foreign-policy orientation of an important emerging power.

Lula’s political career reflects Brazil’s democratic transformation. Born into poverty in northeastern Brazil, he worked as a metalworker before emerging as a trade union leader during labor mobilizations against military rule in the late 1970s. He subsequently helped establish the Workers’ Party (PT), which became associated with labor rights, social inclusion and economic redistribution.

After several unsuccessful presidential campaigns, Lula won the presidency in 2002 and was re-elected in 2006. His governments from 2003 to 2010 prioritized social welfare, poverty reduction and Brazil’s international engagement. His political career was later disrupted by corruption investigations and imprisonment. His convictions were subsequently annulled, restoring his eligibility to contest the presidency. He returned to office after defeating Jair Bolsonaro in 2022. His 2026 victory marks his fourth successful presidential election, following those of 2002, 2006 and 2022.

Timing, Scope and Significance of the Election

Brazil’s general elections took place on October 4, 2026, with a presidential runoff on October 25 because neither candidate secured an absolute majority in the first round. The elections covered the presidency, state governorships, the National Congress and state legislatures. The results therefore determine not only executive leadership but also the legislative balance that will shape the next government’s ability to implement its agenda.

In the first round, Flávio Bolsonaro received 47.03 percent of valid votes, ahead of Lula’s 45.16 percent. Lula subsequently reversed this deficit, becoming the first candidate in Brazil’s current two-round presidential system to finish second in the first round and win the presidency in the runoff. He received 64,256,232 votes against Bolsonaro’s 59,826,041. 

Lula’s victory marks the first time in Brazil’s modern democratic history that a presidential candidate has overturned a first-round deficit to win the presidency. Since the adoption of the two-round presidential election system in 1989, every candidate who led the first round had gone on to win the runoff until Lula’s historic comeback in 2026.

Reactions from Bolsonaro and Trump

Following his defeat, Flávio Bolsonaro initially refused to concede and called for the election to be annulled. He challenged a two-hour extension of voting at some polling stations, authorized to address transport difficulties affecting voters. However, the extension itself did not establish electoral fraud. His position subsequently shifted towards pursuing a legal challenge over alleged abuse of incumbency. Meanwhile, Brazil’s electoral authorities confirmed Lula’s victory. The episode recalls the response of his father, Jair Bolsonaro, to his 2022 defeat. Jair Bolsonaro was subsequently convicted over an attempt to overturn the electoral order and sentenced to 27 years in prison.

The central democratic question is whether electoral disputes are resolved through evidence, judicial review and constitutional procedures rather than unsupported allegations that undermine public confidence. Lula’s victory demonstrates the functioning of electoral competition, but Brazil’s democratic resilience will depend on institutional independence, transparency and the treatment of political opposition.

US President Donald Trump added an international dimension to the controversy by describing Brazil’s election on October 26 as appearing to be “another rigged election,” without providing evidence of irregularities. His comments reflected the ideological proximity between the Trump administration and the Bolsonaro political movement.

Lula’s victory preserves a government committed to an independent Brazilian foreign policy. His assertion that Brazil would not be anyone’s backyard captures its ambition to maintain strategic autonomy while engaging with the United States, China and other major powers.

BRICS, the G20 and South-South Cooperation

Lula’s fourth victory provides continuity for Brazil’s role in BRICS, where it has advocated greater representation for developing economies in global governance, stronger development financing and reform of international financial institutions. Brazil’s engagement with China will remain important for trade, infrastructure, agriculture and energy, without necessarily requiring alignment against Washington.

The G20 offers a broader platform for cooperation between advanced and emerging economies on climate finance, food security, debt sustainability and development. While BRICS can deepen coordination among emerging powers, the G20 can facilitate negotiations across different political and economic groupings. Neither forum, however, guarantees reform; progress depends on members translating shared commitments into practical outcomes.

For India, Brazil is an important partner in both institutions. Stronger India–Brazil cooperation could advance agricultural research, biofuels, renewable energy, digital technologies and climate action. More broadly, Lula’s mandate offers an opportunity to strengthen South–South cooperation through reciprocal trade, technology sharing, development finance and institutional capacity-building. Such cooperation must deliver measurable benefits rather than remain a declaration of political solidarity.

Lula’s fourth presidential victory represents a consequential moment for Brazilian democracy and its international orientation. It preserves Brazil’s commitment to strategic autonomy, multilateral engagement and cooperation through BRICS and the G20, while exposing the challenges of governing a divided electorate.

Ultimately, Brazil’s global influence will depend on economic performance, coalition-building and its ability to translate diplomatic ambitions into practical partnerships. The broader lesson for the emerging global order is that multipolarity depends not simply on resistance to established powers, but on democratic choice, national policy autonomy and effective international cooperation.


 

(*) Dr. Prerna Chahar is a scholar of International Relations whose research focuses on US foreign policy, inter-American relations, regional cooperation, and India’s foreign policy. She holds a Ph.D. in International Relations from the Centre for the Study of the Americas (CSA), School of International Studies, Jawaharlal Nehru University, New Delhi, India.

Matteo Salvini, Italy’s Deputy Prime Minister and leader of the right-wing populist Lega party, which held its extraordinary congress in Milan on October 24–25, 2026. Photo:  Mihail Ivanov / Dreamstime.

Lega’s Changing Tactics, Enduring Populism: Salvini’s Political Reset Ahead of 2027

In this commentary, Niccolò Capozzi examines Matteo Salvini’s political repositioning following Lega’s extraordinary congress in Milan on October 24–25, 2026. Drawing on the party’s responses to the financial, migration, and COVID-19 crises, Capozzi argues that Lega has repeatedly adapted its leadership style, political enemies, and definition of “the people” while preserving its fundamental populist antagonism between ordinary citizens and corrupt elites. Salvini’s reelection, the removal of his name from the party logo, and renewed emphasis on federalism reflect efforts to address internal divisions and declining electoral support. As Lega approaches Italy’s 2027 general election, its criticism of military assistance to Ukraine signals another potential strategic shift. Yet, Capozzi concludes, the party’s underlying populist grammar remains remarkably unchanged.

By Niccolò Capozzi*

On October 24–25, 2026, Italy’s far-right party, known as Lega, held an extraordinary congress in Milan. Its leader, Matteo Salvini, had called it after some northern party members had called for a more federal party that was more attentive to the North. Does this move signal a change of identity or a change of tactics? To find out, we need to look at how Lega has acted and communicated during past crises, where a clear pattern emerges.

During the 2008 financial crisis, the 2015 migration crisis, and the 2020–2023 COVID-19 pandemic, Lega changed its enemies, its leadership style, and the way it exploited each emergency to its own advantage; however, the core of its message remained the same. During the financial crisis, Umberto Bossi was the leader of Lega Nord (Northern League), a regionalist movement that differed from its current form and represented ‘Padania,’ the North of Italy. It pitted the ‘people’ – the productive North – against the elite in Rome (meaning the central state, not Silvio Berlusconi’s government, of which Lega Nord was itself a member) and a South described as parasitic and non-contributing. The EU and the euro remained in the background. This contrast between a ‘pure’ people and a corrupt elite is what the political scientist Cas Mudde identifies as the defining feature of populism.

Every year, Bossi held an annual party rally in Pontida, a small town near Bergamo. He spoke to his supporters about contemporary issues. His bond with them was so strong that he used dialectal words typical of the North and opened rallies with ‘Va Pensiero,’ the chorus from Verdi’s Nabucco that the party had adopted as its anthem instead of Italy’s national anthem. At the party congress in 2012, for example, he complained about having to ‘work six months a year to pay taxes and sustain the waste of the south’ – a sign of the resentment and aversion the party felt towards the other part of Italy. However, the party was soon to change.

In December 2013, Matteo Salvini became the leader and began turning the party into a national force; the word ‘Nord’ would later disappear from its symbol. In 2015, as the migration crisis unfolded, Salvini enjoyed complete tactical freedom because Lega was in opposition to the center-left government of Matteo Renzi’s Democratic Party (PD). During this period, the ‘people’ were identified as workers, the unemployed, and people with disabilities, whilst the enemies were irregular migrants, the NGOs helping them, and the Renzi government. In this instance, the crisis was portrayed as a sort of invasion by illegal immigrants, to the extent that a rally called ‘Stop Invasione’ (Stop the Invasion) was organized in October 2014 in Milan. Salvini called himself ‘Capitano’ and used short slogans designed for television – and thus to attract viewers. Subsequently, he brought the same message to the European Parliament, where he accused the EU of caring about immigrants while it ‘couldn’t care less about the unemployed.’

When the pandemic hit in 2020, Lega was back in opposition, having left Giuseppe Conte’s first government in 2019. Its communication strategy varied considerably; in March 2020, Salvini said that ‘we must shut everything down’; a few months later, he feared that hunger would kill more people than the virus; in 2021, he rejected the Green Pass – Italy’s COVID-19 certificate – saying that the people should not be subject to any kind of obligation. The enemies were Conte’s second government, its scientific advisory committee, virologists and, finally, Brussels, which was failing to act. His style also changed: he no longer addressed the public loudly from a stage but adopted a calmer, more institutional tone – partly because he spoke in the Senate and tabled bills. One detail worth noting: from February 2021, Lega was part of the Draghi government – the same government that introduced the Green Pass – yet it continued to oppose the measures. This is important for understanding how tactics adapt: the party changes its position but continues to present itself as the voice of the people who decide.

In all three crises, two elements have never changed: the opposition between a ‘pure’ people and a corrupt elite, and the moralization of politics. At the same time, the definition of ‘the people,’ the identity of the enemy, and the leader’s rhetoric were constantly shifting. Thus, the tactics changed while the underlying structure remained the same. It is through this lens that this year’s Milan congress should be analyzed.

Salvini had formally resigned in order to stand again and as expected, he was re-elected by secret ballot held on October 25, 2026, with 465 votes to 146 for his challenger, Massimo Garavaglia, a Lega senator and former tourism minister. The first move the ‘new’ leader made was to remove his own name from Lega’s logo and insert ‘Italia Federale,’ a formula first used by Bossi in 1994. Apparently, he made this change because the new electoral law requires coalitions to name their candidate for Prime Minister, and that is currently Giorgia Meloni. However, Salvini’s actions in recent times have sparked tensions within Lega; therefore, his decision is aimed more at reuniting the party around him. Removing the leader’s name is also a change in leadership style – one of the tactical dimensions described above – and shows how tactics depend on a populist party’s institutional position.

During the congress, Salvini also said he regretted joining Mario Draghi’s technocratic government during the pandemic. This is revealing, given that, while in that government, he had spoken as if he were in opposition in order to protect his popularity. The party now disowns the very tactic it used in 2021 – further evidence that tactics can change or be abandoned, even though the core of the message remains intact: Lega as the voice of the people against those in power.

What does the congress mean for the 2027 general election campaign? Lega currently stands at around 5 percent in the polls, compared with 8.8 percent in the 2022 general election. The problem is not limited to the North. Even Lega’s Senate group leader, Massimiliano Romeo, has admitted that people are no longer voting for Lega. Moreover, the northern leaders who had been calling for a change in leadership did not present a united front in the vote, and figures such as Luca Zaia, who governed Veneto for 15 years, ended up backing Salvini’s line. It is foreseeable that Lega will seek a new enemy to rally support for future national elections, and the congress offered a first candidate: aid to Ukraine. Salvini has said that Italy ‘cannot keep sending money’ and weapons to Kyiv. The pattern is the same as in 2015, when the party claimed that money was being spent on migrants rather than on Italians; today, the funds in question are those allocated to Ukraine. The enemy changes, but the pattern remains.

Lega’s congress serves as an example of how populist parties react when the crisis does not stem from external factors – the euro, migrants, or the virus – but from within the party itself. Even if the party tries to change elements such as its symbol, the role of its leaders, the constituency it addresses, and its enemies, the core of its message never changes: the honest people versus a distant elite that betrays them. It has learnt to change everything except its own grammar.


 

(*) Niccolò Capozzi graduated with a degree in Political Science and International Relations from the University of Florence and obtained a master’s degree in European Studies from Maastricht University, with a thesis on populist communication during crises. He is currently studying for the Joint Master’s in Global Economic Governance and Public Affairs at the LUISS School of Government and CIFE, based in Rome, Berlin, and Nice, and has interests in European politics, populism, political communication, and geopolitics.

Turkish President Recep Tayyip Erdogan.

Long Read: Turkey’s Fund Crisis and the Political Economy of Authoritarian Rule

In this commentary, Professor Ibrahim Ozturk examines Turkey’s 2026 investment-fund crisis as a manifestation of the political economy of populist authoritarian rule under President Recep Tayyip Erdogan. He argues that the scandal reflects not merely financial misconduct but the cumulative consequences of personalized power, weakened regulatory independence, and politically mediated economic privileges. Drawing on institutional indicators, monetary-policy developments, and the networks connecting political elites, financial regulators, and market actors, Professor Ozturk demonstrates how populist appeals to sovereignty legitimize selective economic protection while ordinary investors bear disproportionate losses. He contends that lasting recovery requires more than financial stabilization or individual prosecutions: it demands institutional reconstruction, independent oversight, transparency, and effective constitutional constraints on presidential authority.

By Ibrahim Ozturk

Turkey’s 2026 investment-fund crisis is a structurally generated, unavoidable outcome of the autocratic regime Erdogan has constructed. The presidential system introduced in 2018 consolidated personalized authority, weakened institutional checks, and subordinated professional judgment to political dependence. Discretionary monetary policy and compromised financial oversight share an allocation logic: access and protection are selective, while losses fall on households and public balance sheets. Populist claims of sovereignty legitimize this arrangement; restrictions on journalism, opposition, and independent scrutiny obstruct its correction. The crisis therefore belongs to a cumulative history of weakened accountability and opportunities for rent extraction. Lasting recovery requires changing the institutions that reproduce these outcomes, which is unlikely under Erdogan’s preferred architecture for regime overhaul.

Populism, Selective State Capacity, and Regime Reproduction

Turkey’s September 2026 fund crisis should be understood as a manifestation of Erdogan’s political-economic order. Its significance extends beyond market participants’ misconduct to the deliberate weakening of institutions that can constrain them. Building on my earlier ECPS work, this commentary argues that recurrent financial crises are endogenous to a regime that concentrates appointment powers, distributes protection selectively and restricts independent challenge. The exact timing of a collapse is contingent; the repeated production of risk and unequal loss is a foreseeable consequence of these institutional choices.

Mudde’s account defines populism through a moral opposition between a virtuous people and a corrupt elite. In office, those who claim to embody the popular will can delegitimize courts, regulators, and professional dissent as obstacles to the national mandate. Under Erdogan, this justificatory language accompanies a governing structure in which loyalty increasingly substitutes for independent judgment. Populism supplies the legitimacy claim; authoritarian institutional reorganization supplies the means of overriding constraints.

Dornbusch and Edwards identify a macroeconomic cycle in which expansionary promises discount inflation and external financing constraints, eventually imposing adjustment costs on intended beneficiaries. Turkey adds a distributional dimension: politically mediated credit, asset ownership and access to protection favour already advantaged groups. Rodrik’s distinction between political and economic populism helps separate legitimate challenges to entrenched privilege from the removal of safeguards against executive predation.

The causal mechanism operates through appointments, incentives and information. Political dependence weakens oversight; privileged access enables selective gains; public intervention can displace losses onto less-protected groups. Restricting scrutiny then lowers the likelihood of correction and permits repetition. Cross-country evidence links populist leadership to institutional erosion and lower long-run income; the Turkish case identifies the channels through which that broader association becomes a governing practice.

This situation reflects a selective state capacity rather than a uniformly weak state: substantial power to mobilize credit, reorganize institutions, and discipline critics coexists with weakened independent capacity to restrain connected interests. My 2022 ECPS analysis traced Turkey’s economic deterioration to the reversal of reforms and the subordination of expertise. The fund scandal extends that diagnosis from macroeconomic management to financial-market governance.

For instance, the broader institutional trajectory, central to the current crisis conundrum, predates the ongoing monetary experiments and the financial sector more broadly. Between 2014 and 2025, V-Dem’s central estimates fell from 0.538 to 0.402 for human rights, from 0.252 to 0.110 for liberal democracy, and from 0.386 to 0.157 for the rule of law. The sharpest declines occurred in 2016–2017; when the highly controversial coup attempt took place, later improvements did not restore earlier levels. Table 1 juxtaposes this deterioration with currency depreciation, accumulated inflation and increased income concentration. The indices describe institutional conditions rather than individual culpability.

From Institutional Reform to the Erosion of Accountability

The 2000–2001 crisis provides an institutional baseline for comparison. Fiscal fragility, public-bank losses and weak banking discipline exposed vulnerabilities that political confrontation triggered. Banking restructuring, stronger supervision and a floating exchange rate subsequently supported recovery under an IMF, World Bank and EU membership-reform framework. The AKP, the current government party, initially benefited from this inherited trajectory. Its later dismantling matters precisely because institutional credibility and international engagement had demonstrated their economic value.

The December 2013 deep successive corruption scandals and investigations, which brought allegations of extensive bribery, illicit gold trading and abuse of public office involving high-profile ministers in Erdogan’s inner circle into public view, also raised broader questions about ruling-party parliamentarians and businessmen allegedly awarded tailor-made public contracts in exchange for financial and political favors sought by Erdogan himself. The subsequent response marked a critical rupture in accountability: despite the gravity of the allegations, Parliament declined to refer four former ministers for trial, closing the route to judicial examination that referral would have opened. The US conviction of Mehmet Hakan Atilla, who served as deputy general manager of the state-owned Halkbank, and the guilty plea of Reza Zarrab, who was a gold trader central to the December 2013 allegations, subsequently established sanctions-evasion offenses in a separate jurisdiction. Although legally distinct, these cases illuminate a connected political-economic mechanism: shielding politically connected actors from independent scrutiny weakens deterrence and entrenches expectations of protection. Impunity becomes cumulative when accountability failures incentivize subsequent abuses.

The 2018 confrontation with Donald Trump’s administration exposed the limits of performed sovereignty to be used as a decisive element in domestic populist politics. In August 2018, US sanctions over the detention of Andrew Brunson, an American pastor held in Turkey on terrorism-related charges that Washington rejected as unfounded, escalated the diplomatic confrontation. Trump’s subsequent 50 percent tariff on Turkish steel, which doubled the existing 25 percent duty and sharply increased the barriers facing Turkish exporters in the US market, added trade pressure to the dispute. These measures aggravated an economy already vulnerable to dependence on external financing and currency mismatches, as the IMF’s assessment documented. The confrontation thus exposed the material limits of sovereignty rhetoric in an economy dependent on international capital and export markets. As a result, depreciation increased import costs and foreign-currency debt burdens. 

The CBRT responded by raising its policy rate from 17.75 to 24 percent. The problem was the durability of stabilization when presidential authority could subsequently displace its institutional basis. Reserve depletion followed a separate policy choice. Reuters reported approximately US$128 billion in dollar sales by state banks over the preceding two years in May 2021; the IMF identified inadequate buffers and negative net reserves after swaps. Obviously, dollar sales against lira do not prove the entire sum was stolen, but they highlight limited public capacity and insufficient transparency about transactions and beneficiaries. Defending a politically preferred exchange-rate path consumed resources while postponing acknowledgment of underlying constraints.

Discretionary Easing, Selective protection, and Costly Stabilization

Political intervention weakened institutional capacity by subordinating professional judgment to presidential preferences. Figure 1 connects successive monetary-policy reversals to the executive’s appointment and removal powers. Following Murat Cetinkaya’s dismissal in July 2019, the policy rate fell from 24 to 8.25 percent under Murat Uysal. Naci Agbal later reversed course, raising it to 19 percent in March 2021, but was dismissed two days after his final increase. His removal showed how vulnerable professional tenure is when monetary decisions conflict with presidential preferences.

Under Sahap Kavcioglu, politically imposed easing reduced the policy rate from 19 percent in September 2021 to 8.5 percent by February 2023. At the November 2022 decision, the rate stood 76.51 percentage points below the latest published annual inflation rate. This nominal gap, rather than a realized return, captures the divergence between monetary policy and prevailing inflation. Cheap lira financing encouraged foreign-currency and asset purchases, contributing to depreciation while offering asset-owning borrowers protections unavailable to wage earners and unhedged savers.

Erdogan legitimized easing by shifting appeals from rhetoric about “sovereignty” and “external enemies” to religious authority. Invoking nas—a binding Islamic injunction—against usury (riba), he framed lower interest rates not only as a religious obligation, but also asserted that interest causes inflation, not vice versa. This shift between nationalist and religious justifications illustrates populism’s adaptability: both appeals shield discretionary authority from scrutiny while society absorbs the costs.

After the 2023 elections, tightening under Hafize Gaye Erkan and Fatih Karahan raised the rate to 50 percent by March 2024; by year-end, it exceeded annual CPI inflation. Figure 2 shows the successive burdens of inflationary erosion and costly stabilization. Inflation initially accelerated despite tightening as depreciation, tax and administered-price increases, wage adjustments and expectations interacted with delayed monetary transmission. This coexistence does not establish that higher rates caused the preceding crisis. More fundamentally, technocratic correction restored a conventional instrument without constraining the executive powers that had enabled its subordination.

Exchange-rate-protected deposits (known as Kur Korumalı Mevduat-KKM) introduced in December 2021 shifted some depreciation risk onto the Treasury and Central Bank balance sheets. Participating savers received publicly underwritten protection unavailable to households without qualifying deposits. Successive policy shifts thus created different opportunities for protection through cheap credit, asset appreciation, KKM guarantees and later high nominal deposit returns. Credit-constrained households and firms instead faced purchasing-power losses, expensive working capital and weaker demand. Establishing that the same connected actors benefited throughout requires linked transaction records; the structural mechanism is the repeated redistribution of gains and losses through discretionary policy.

Distributional indicators reveal unequal capacities to absorb these shocks. The World Bank income Gini rose from 41.2 in 2014 to 43.7 in 2023, while UBS reports a separate wealth Gini of 0.73 for 2025, placing Turkey tenth among covered markets. The OECD Employment Outlook 2026 reports approximately 79 percent growth in CPI-deflated business-sector hourly wages between early 2021 and early 2026, alongside a falling minimum-to-median wage ratio and declining real minimum wages by April 2026. Average wage recovery therefore coexisted with uneven gains; it neither measures median household income nor resolves concerns about the official inflation deflator.

TURK-IS’s November 2025 estimates make this insecurity concrete: the net minimum wage covered only 74.1 percent of a four-person household’s food budget and 57 percent of a single worker’s estimated living costs. These adequacy benchmarks, rather than official poverty rates, demonstrate low-paid workers’ exposure to essential expenses. Limited public provision compounds that exposure. Turkey ranks near the bottom of the OECD’s social-spending comparison, while health expenditure amounted to 4.7 percent of GDP against an OECD average of 9.3 percent. These overlapping measures highlight the opportunity costs of financial guarantees when public services remain comparatively underfunded.

Although the IMF acknowledged that post-2023 tightening reduced crisis risks, changing the monetary instrument leaves politically mediated allocation intact. Recovery must therefore be assessed through investment, distribution and public capacity alongside disinflation.

Persistent price increases also undermine planning. Compounding official inflation rates shows that prices increased approximately 432 percent between end-2020 and end-2024; subsequent disinflation did not reverse that accumulation. Over the longer period, annual-average inflation rose from 8.85 percent in 2014 to 34.88 percent in 2025, while the exchange rate moved from TRY2.19 to TRY39.45 per dollar. The annual-average CPI implies that a fixed nominal lira amount retained only approximately 7.6 percent of its 2014 purchasing power.

Statistical credibility is integral to this institutional problem. TUIK’s repeated leadership changes and its June 2022 replacement of published average item prices with item indices intensified concerns about independence and scrutiny. Because inflation data govern wage bargaining, indexation and policy evaluation, credible measurement requires transparent methods, accessible information and independent review.

Supply and demand continue to operate, but unstable money obscures relative prices and sustainable margins. Firms may postpone productive investment while households seek exceptional nominal returns to recover earlier losses. The resulting demand for financial protection becomes an opportunity for extraction where independent oversight, reliable information, and enforceable investor rights are weak.

The Fund Fraud: Distorted Price Discovery, the Demand for Financial Protection 

The fund crisis follows from the interaction of these conditions. Monetary instability creates demand for protection; concentrated portfolios amplify valuation risk; politically dependent oversight weakens correction. The scandal is therefore part of the regime’s cumulative political economy, not an isolated accident outside it. Institutional responsibility rests on the deliberate construction and maintenance of this incentive structure; individual criminal responsibility still depends on evidence of particular acts.

The crisis emerged after explicit warnings, not in the absence of information. On 4 November 2025, Finance Minister Mehmet Simsek publicly acknowledged manipulation through certain investment funds and promised stronger regulation. MSCI’s June 2026 review subsequently flagged possible coordinated trading and artificially inflated free-float estimates. S&P Dow Jones Indices warned in July about transparency and market-classification risks, while FTSE Russell also raised concerns over transparency and market accessibility. This accumulation of domestic acknowledgment and external warnings shifts the accountability question from whether authorities knew to why their response failed to contain the risks. Early evidence points to political protection or interference obstructing effective intervention, requiring an independent examination of supervisory correspondence and decision records.

After mounting external pressure that, unless decisive corrective measures are taken, Turkey could be isolated from emerging market status, the Capital Markets Board (SPK) placed in September 131 funds associated with seven portfolio-management companies into liquidation, with 455,758 unique investors subsequently identified. Reuters reported affected assets exceeding US$18 billion and a weekly equity-index decline of more than 8 percent. These figures show the scale of exposure and disruption, not the amount stolen or final investor losses.

Other indicators show how stress spread beyond the affected funds. A press compilation of Central Securities Depository data recorded a fall in listed-equity capitalization from TRY22.91 trillion at end-August to TRY19.08 trillion in late September, approximately 16.7 percent. Reporting based on TEFAS data identified net fund outflows exceeding TRY210 billion after August 28. Meanwhile, net purchases through Ziraat Yatirim reportedly reached TRY22.3 billion on September 21, while gross central-bank reserves fell by US$13.8 billion between August 28 and September 18. Valuation changes, withdrawals, brokerage transactions and reserve movements measure different phenomena. They cannot be added into a single damage estimate or attributed entirely to the crisis. Purchases through a publicly owned intermediary also do not establish public expenditure without identifying the underlying accounts.

Valuation Feedback, Liquidity Risk, and Delayed Intervention

In the emerging Ponzi-like scheme, the financial mechanism combines valuation feedback with liquidity risk. Concentrated purchases of thinly traded low-free-float shares can raise quoted prices and reported fund values. Strong apparent performance attracts subscriptions that finance further purchases; higher collateral valuations may also support additional borrowing. Where related parties control funds and portfolio companies, investors’ interests may conflict with the wider group’s financing objectives.

This cycle can widen the gap between quoted prices and realizable portfolio value. Redemption pressure exposes the discrepancy, while sales of liquid holdings transmit stress to other securities. The Financial Stability Board recognizes liquidity mismatch as a general vulnerability of open-ended funds. Turkey’s distinctive problem is whether its institutions could identify and constrain the accumulation of these risks independently of commercial and political pressures.

However, the principal–agent problem in Turkey extends beyond fund management, underlining a broader systemic characteristic. Investors entrust managers with assets; citizens entrust regulators with protection. When the political executive controls supervisory appointments, agents may be incentivized to satisfy influential networks rather than their public mandate. Preferential access and weak sanctions then lower the expected cost of risk-taking and extraction. The formal existence of a regulator is insufficient when its effective independence has been subordinated.

The SPK’s September 18 statement acknowledged abnormal fund-driven movements in low-free-float shares during the final quarter of 2025. The Financial Stability Committee considered the issue on December 2; a working group followed on December 3; the qualified-investor threshold increased on December 18. Comprehensive guide changes came on August 28, 2026. The interval makes supervisory responsibility unavoidable: administrative activity cannot establish that known exposures were adequately constrained or that continuing investors were protected.

The Principal–Agent Problem: Information Asymmetry, Conflicts of Interest and Institutional Protection

The fund crisis exposes a chain of delegated authority: investors entrust assets to managers, citizens entrust protection to regulators, and the executive appoints supervisors. Managers know more than investors; officials control records unavailable to citizens. Under Erdogan’s personalized appointment system, these information asymmetries intersect with political dependence. As a result, the resulting vulnerability is endogenous to the governing architecture: institutions expected to constrain accumulation can instead protect its beneficiaries.

Figure 3 connects ownership, management and inspection within a shared appointment network. Erdogan’s Turkey Wealth Fund chairmanship, Erisah Arican’s overlapping leadership, Mahmut Kayacik’s TVF–Takasbank responsibilities and Yunus Arinci’s move from the State Supervisory Council to Takasbank weaken institutional separation. Salih Tanrikulu’s former Borsa Istanbul role adds retrospective self-review risk. The principal–agent problem becomes acute when citizens’ monitors answer to the political network whose decisions require investigation.

Figure 4 examines delegated stewardship through Kilimci’s Tera roles, Çakmak’s management of insurance and pension assets, and Şener’s separate Interbank Card Center procurement (BKM) proceedings. The latest developments sharpen Çakmak’s conflict-of-interest dimension: after resigning on 15 October, he was remanded in custody on 24 October. Reported allegations include receiving US$1 million in cash for directing institutional resources into Tera funds; further reporting describes personal share transactions tied to institutional placements. His reported repayment of investment-related proceeds neither establishes the amount misappropriated nor resolves responsibility.

Iskender Balci, son of former banking regulator Mustafa Balci and son-in-law of Deputy Finance Minister Osman Celik, held company oversight roles at Ozata Denizcilik and DOF Robotik before his detention. Celik submitted his retirement request on October 19. Administrative departure leaves the central question unresolved: whether licensing, appointments and supervision were insulated from family interests through disclosure and recusal.

The Sayan family illustrates institutional mobility across politics, regulation and diplomacy. Ramazan Sayan, described in contemporary reporting as Erdogan’s longstanding associate, is the father of four siblings. Fatma Betul Sayan Kaya progressed through advisory work, Parliament, cabinet and party leadership. Omer Fatih Sayan moved through Prime Ministry advisory posts, BTK leadership, a deputy ministership and Turk Telekom board leadership before joining EPDK. Ayse Hilal Sayan Koytak advanced through ministerial and diplomatic appointments, including ambassadorships in Kuwait, Bahrain and Finland; Nazmiye Sumeyye Sayan served on Istanbul’s metropolitan council. Together, these trajectories warrant scrutiny of merit, access and appointment criteria.

The financial question is more specific. Reuters reported allegations concerning approximately TRY2.17 billion in combined share-sale proceeds received by Sayan Kaya and her husband before the turmoil. Whether Takasbank-supported liquidity facilitated their exits requires transaction-level evidence. Sale proceeds cannot be treated as profits, and institutional liquidity support alone does not establish preferential treatment.

Mustafa Yazici, son of senior AKP official and former minister Hayati Yazici, introduces distressed-debt collection into this network. The imposition and subsequent lifting of asset restrictions require transparent explanation. His company, Adil Varlik Yönetim, purchases non-performing receivables. Corporate records document a TRY450 million conversion of shareholder receivables into capital, but not their ultimate funding source. A TRY500 million financing bill arranged by Tera Yatirim subsequently generated an MKK non-payment notice. The intersection of connected financing and debt collection merits investigation; borrower complaints alone do not establish unlawful interest charges.

BTK belongs within the accountability analysis because restrictions on online reporting deepen information asymmetry. Reported blocking concerning Batuhan Mumcu and his wife requires examination of judicial orders, requests and implementation. Mumcu joined BTK’s board in August 2026; his wife, Neslihan Mumcu, appears in corporate disclosures concerning Bulls Yatırım Holding. Some reported restrictions predated his appointment; attributing them to his personal intervention would require additional evidence.

Figure 6 places SPK at the center. Ibrahim Omer Gonul, son of former Defense Minister Vecdi Gonul, moved from SPK chairmanship to KGK before being removed on October 20 alongside SPK chair Mahmut Sutcu. Sutcu had submitted his resignation the previous day. Tezmen’s former MKK role and Murat Onuk’s overlapping portfolio-management and Takasbank responsibilities further complicate independent oversight. Personnel changes leave earlier decisions and the executive’s appointment powers requiring scrutiny.

Reports that two SPK officials opposed Tera Yatirim’s flotation, were subsequently replaced, and that the reconstituted board approved the IPO two months later reveal how presidential appointment power can override institutional resistance. In Erdogan’s centralized system, replacing officials changes more than personnel: it reshapes the boundaries of permissible professional judgment. The sequence illustrates a principal–agent inversion in which regulators become accountable upwards to the appointing authority rather than outwards to investors and the public. Repeated failures to investigate politically protected conduct reinforce expectations of impunity, weaken deterrence, and make compliance with political preferences less costly than resistance. Subsequent dismissals cannot resolve this institutional responsibility: accountability must reach the authority that selected supervisors, enabled contested approvals and sustained the system of protection. 

An inquiry must follow beneficial ownership and funding at entry; concentration, related-party transactions and valuation during investment; and information, financing and redemption terms at exit. Early withdrawal alone proves no insider dealing, but withdrawals above realizable asset values can shift shortfalls to remaining investors. Appointment records, supervisory correspondence, access logs and transaction trails are therefore indispensable.

In terms of an ex-post solution, the October 1 SPK announcement provided interim payments of up to TRY1 million per investor per fund for funds founded by four managers. Another announcement addressed liquidation and possible reopening for the other three, while voluntary-return accounts were established for excessive gains. Relief can reduce immediate hardship; it does not demonstrate that the institutional causes have been corrected or establish final recoveries and immunity from prosecution.

On October 6, the SPK disputed the claim of 130 ignored warnings and cited 96 criminal referrals concerning fund transactions in 2026. On October 4, it rejected claims that protection of the Investor Compensation Center’s assets originated in July 2026, citing earlier provisions. Independent review must test these defenses against dated records: aggregate enforcement activity cannot answer whether particular warnings were handled adequately.

The political feedback mechanism is crucial here: economic deterioration threatens consent; legal and administrative pressure limits the conversion of grievance into organized opposition; weaker scrutiny protects the allocation system that generated the damage. Widespread arrests and dismissals, and media censorship, show that intervention under pressure narrows scrutiny precisely when it is most necessary. An inquiry controlled by the same appointment network cannot resolve this problem without independent experts, parliamentary authority and enforceable access to records.

Conclusion

Turkey’s fund crisis is an endogenous outcome of the governing order Erdogan has constructed. Discretionary economic policy creates vulnerabilities; politically dependent institutions suppress corrective scrutiny; privileged access enables selective enrichment while losses reach ordinary investors and public balance sheets. Repeated scandals reflect the cumulative consequences of institutional choices that subordinate professional judgement to presidential authority and weaken deterrence through expectations of protection. Populist appeals to sovereignty, national distinctiveness and religious obligation legitimize this discretion, while restrictions on journalism and opposition obstruct scrutiny of its consequences.

Financial repair must therefore accompany a redistribution of institutional authority. Immediate priorities include independently verified valuations, disclosure of related-party exposures, preservation of supervisory and transaction records, and recovery from those responsible. Any public support must identify its beneficiaries, legal basis and recovery strategy. Protecting vulnerable investors requires preventing further transfers of private losses to society.

Durable recovery, however, requires constraints on the executive itself. Independent courts, effective parliamentary oversight, merit-based appointments and protection for professional disagreement must replace supervision organized around political loyalty. Regulators, auditors and market infrastructure need genuinely independent cross-checks, supported by investigative journalism, academic freedom and competitive opposition. Accountability must follow appointment and decision chains wherever they lead, including into the presidency.

The fund crisis ultimately exposes how Erdogan’s governing order converts public authority into selective private advantage while shielding its beneficiaries from independent scrutiny. Gains sustain politically connected networks; losses fall on investors, wider society and future generations. Breaking this pattern requires restoring the rule of law and subjecting presidential authority to effective institutional checks. Otherwise, replacing officials and prosecuting selected actors leaves intact the structure that enables extraction, protects privilege and reproduces impunity.

Erdogan’s responses to successive crises suggest that meaningful reform from within this governing order is increasingly implausible. The recurrent protection of connected interests supports a political-economic interpretation of corruption as a means of financing and consolidating his regime-building project. As implicated networks expand, independent accountability threatens both their accumulated advantages and the political authority that sustains them, deepening resistance to reform. Expecting Erdogan to dismantle these arrangements therefore overlooks their role in his political survival. Institutional reconstruction requires a democratic reconfiguration of power that can investigate the presidency itself.

Professor Jacob Mchangama.

Prof. Mchangama: Liberal Institutions Are Becoming Increasingly Illiberal in Their Attempts to Fight Populism

In an in-depth interview with the ECPS, Professor Jacob Mchangama warns that liberal institutions are becoming “increasingly illiberal” in their efforts to combat populism and disinformation. Examining electoral censorship in Brazil, Germany’s militant democracy, and the EU’s Digital Services Act, he argues that restrictive speech policies risk undermining democratic legitimacy while strengthening authoritarian forces. Emphasizing the democratic significance of independent digital media, particularly in Hungary, he cautions that “imposing government control is ultimately a cure worse than the disease.” Professor Mchangama also examines the dangers of AI-driven censorship, selective free-speech advocacy, and declining institutional trust, advocating decentralization, transparency, and user empowerment as alternatives to increasingly technocratic approaches to regulating the democratic public sphere.

Interview by Selcuk Gultasli

At a time when democratic institutions confront populism, disinformation, political censorship, and the growing influence of artificial intelligence and technology giants, freedom of expression has become both a cornerstone of democratic resilience and a deeply contested principle. Brazil’s presidential election and the US midterms offer particularly revealing examples of these tensions. Across liberal democracies, efforts to counter extremist mobilization and digital disinformation raise an increasingly urgent question: Can democracy be protected through restrictions on the very freedoms that sustain it?

In an in-depth interview with the European Center for Populism Studies (ECPS), Professor Jacob Mchangama, Executive Director of The Future of Free Speech, Research Professor at Vanderbilt University, Senior Fellow at the Foundation for Individual Rights and Expression (FIRE), and author of Free Speech: A History from Socrates to Social Media, examines this paradox. His central concern is that the erosion of public trust has prompted liberal institutions to adopt increasingly illiberal responses. As he observes, “this collapse of trust has led liberal institutions to become increasingly illiberal, responding to mistrust from the demos with mistrust of the demos.” Such efforts to control political narratives, he warns, create “a vicious cycle that, in the long term, will undermine rather than strengthen democracy.”

Professor Mchangama develops this argument through Brazil’s judicial interventions in electoral expression, Germany’s increasingly restrictive speech legislation, and the European Union’s Digital Services Act (DSA). Questioning the effectiveness of Europe’s militant democracy model, he invokes the Weimar Republic’s historical experience, when emergency powers intended to safeguard democratic institutions were subsequently exploited by the Nazis. His conclusion is stark: “the very instruments intended to protect democracy were used to abolish it.” For Professor Mchangama, contemporary restrictions risk reproducing this institutional vulnerability, particularly when political forces hostile to liberal pluralism acquire governmental power.

The dangers become especially pronounced in the digital sphere. Reflecting on Hungary’s opposition mobilization through independent online media, Professor Mchangama emphasizes that social platforms remain indispensable instruments of democratic dissent, even when dominated by powerful corporations. Although acknowledging the internet’s toxicity and concentrated ownership, he argues that “imposing government control is ultimately a cure worse than the disease.” Similarly, he cautions that Europe, historically central to developing legal protections for expression, is now “creating the blueprint for online censorship,” potentially legitimizing authoritarian restrictions elsewhere.

Beyond censorship, the interview explores artificial intelligence, decentralized factchecking, governmental transparency, and the democratic potential of digital participation. Professor Mchangama distinguishes user empowerment from preemptive safetyism, warning against transforming AI governance into preventive ideological gatekeeping. Ultimately, drawing inspiration from Frederick Douglass, he insists that freedom of expression protects listeners as well as speakers. His overarching democratic principle is unequivocal: “You’re not going to strengthen democracy by hiding that reality.”

Here is our interview with Professor Jacob Mchangama, edited lightly to enhance clarity, readability, and overall flow for publication.

Professor Yaniv Roznai.

Prof. Roznai: Israel Would Not Survive Another Coalition Like Netanyahu’s

As Israel approaches the October 27 elections, constitutional scholar Professor Yaniv Roznai warns that another Netanyahu-led coalition could threaten the country’s liberal-democratic future. In an in-depth interview with the ECPS, he declares: “I genuinely fear that Israel, as a country seeking to endure for generations to come, would not survive another coalition like this.” Examining democratic backsliding, judicial independence, political polarization, and the growing influence of religious nationalism, Professor Roznai also cautions that Netanyahu’s defeat would mark only the beginning of democratic restoration. Drawing comparisons with Poland and Hungary, he argues that Israel’s fragmented opposition would face formidable coalition challenges. Meaningful democratic renewal, he maintains, requires constitutional safeguards, stronger institutional checks and balances, and democratic education.

Interview by Selcuk Gultasli

As Israel approaches the October 27 elections, its democracy faces profound challenges stemming from Prime Minister Benjamin Netanyahu’s populist leadership, the growing influence of the religious-nationalist far right, the controversial judicial overhaul, and the devastating consequences of October 7 and the war in Gaza. Together, these developments raise fundamental questions about democratic backsliding, constitutional resilience, and whether electoral change can reverse the institutional and societal transformations of recent years.

In an interview with the European Center for Populism Studies (ECPS), Professor Yaniv Roznai, Professor of Constitutional Law and Co-Director of the Rubinstein Center for Constitutional Challenges at Reichman University and Laurance S. Rockefeller Visiting Professor for Distinguished Teaching at Princeton University’s University Center for Human Values, offers a deeply concerned assessment of Israel’s democratic trajectory. A leading scholar of constitutionalism, populism, and democratic erosion, Professor Roznai warns that another Netanyahu-led coalition could have existential consequences for Israel’s liberal-democratic future.

Reflecting on the possibility of Netanyahu remaining in power, Professor Roznai states: “I genuinely fear that Israel, as a country seeking to endure for generations to come, would not survive another coalition like this.” His warning extends beyond institutional deterioration to the potential departure of Israel’s educated and liberal population. “I’m afraid that if another Netanyahu coalition comes to power, hundreds of thousands of people will leave Israel in the coming years,” he observes, pointing to the already significant emigration of academics, doctors, and other professionals.

Professor Roznai situates these concerns within a broader analysis of populist constitutionalism. Although Israel has not yet crossed the threshold into electoral authoritarianism, he argues that its democratic institutions remain vulnerable to executive encroachment. As he explains, “The more polarized a society becomes, the weaker the commitment to democratic values within a leader’s political base.” He identifies the judiciary, independent legal authorities, and civil society as essential safeguards against the concentration of political power.

Drawing on comparative experiences, Professor Roznai argues that a post-Netanyahu Israel would resemble Poland more than Hungary, primarily because of the fragmentation of its opposition and the complexities of coalition formation. Unlike Hungary, where Péter Magyar emerged as a dominant opposition leader, Israel’s alternative political camp encompasses ideologically diverse parties from the left, center, and right, alongside Arab parties. Even if Netanyahu loses, Professor Roznai cautions, the resulting government would struggle to pursue a unified agenda of democratic restoration. “From a comparative perspective, this would resemble Poland more than Hungary,” he observes, emphasizing that Israel would not have “a single leader winning the elections and exercising overwhelming control over the coalition.” Such fragmentation could complicate efforts to reverse institutional abuses and strengthen democratic safeguards.

Professor Roznai also cautions against assuming that Netanyahu’s electoral defeat would automatically restore democratic governance. “That will not be the end of the story. It will only be the beginning,” he emphasizes. Meaningful restoration, in his assessment, would require completing Israel’s Bill of Rights, strengthening constitutional safeguards, protecting judicial independence, and rebuilding democratic literacy through education.

Ultimately, his assessment presents the coming elections not simply as a contest over political leadership but as a critical juncture in the struggle over Israel’s constitutional identity, democratic institutions, and long-term national future.

Here is our interview with Professor Yaniv Roznai, edited lightly to enhance clarity, readability, and overall flow for publication.

Professor Gideon Rahat.

Prof. Rahat: Netanyahu’s Departure Could Pave the Way for Democratic Renewal in Israel

In an interview with the European Center for Populism Studies (ECPS), Professor Gideon Rahat of the Hebrew University of Jerusalem examines Israel’s democratic prospects ahead of the October 27 elections. He argues that Netanyahu’s departure could enable a redistribution of political power and a return to consensus-based democracy, while warning that deeply personalized parties and weakened institutional checks threaten democratic resilience. Highlighting Netanyahu’s role in legitimizing the religious-nationalist far right, Professor Rahat cautions: “But once you let this genie out of the bottle, which is what Netanyahu did, the genie is here to stay.” Despite these enduring challenges, he sees opportunities for democratic renewal through institutional reform, stronger political parties, and the restoration of checks and balances.

Interview by Selcuk Gultasli

As Israel approaches the October 27 elections, its political landscape remains deeply polarized by Benjamin Netanyahu’s leadership, the growing influence of the religious-nationalist far right, and the profound consequences of the October 7 attacks and the devastating war in Gaza. Beyond the immediate electoral contest, fundamental questions concern the resilience of democratic institutions, the personalization of political power, and whether a post-Netanyahu government could reverse Israel’s democratic backsliding.

In an extensive interview with the European Center for Populism Studies (ECPS), Professor Gideon Rahat, holder of the Gersten Family Chair in Political Science at the Hebrew University of Jerusalem and Senior Fellow at the Israel Democracy Institute, offers a nuanced assessment of these challenges. Drawing on his scholarship on political parties, populism, and democratic institutions, Professor Rahat argues that Netanyahu’s departure could create an opportunity for democratic renewal, although Israel’s deeply personalized party system presents formidable structural obstacles.

Central to his analysis is Netanyahu’s consolidation of political authority and his transformation of Likud. According to Professor Rahat, Netanyahu’s populism combines centralized personalism with an antagonistic division between the supposedly authentic people and institutional elites. Yet his removal could fundamentally alter these dynamics. As Professor Rahat explains, “Netanyahu did not allow anyone around him to grow politically.” Consequently, he argues, no obvious successor possesses the capacity to reproduce Netanyahu’s centralized political infrastructure. His departure could therefore allow political power to be redistributed, potentially facilitating a return to consensus-based democracy.

However, Professor Rahat simultaneously warns that Netanyahu has fundamentally transformed Israel’s political landscape by legitimizing previously marginal ultranationalist forces. Examining the rise of Itamar Ben-Gvir and Bezalel Smotrich, he emphasizes the decisive role of political elites in enabling radicalization. Referring to Netanyahu’s political elevation of Ben-Gvir, Professor Rahat observes: “But once you let this genie out of the bottle, which is what Netanyahu did, the genie is here to stay.” This normalization of the far right represents an enduring challenge that may survive Netanyahu’s eventual departure.

The interview also explores the weakening of judicial independence, the marginalization of Arab political parties, and the enduring trauma of October 7. Professor Rahat emphasizes that the erosion of institutional safeguards cannot be reversed through leadership change alone, warning that “a court cannot sustain democracy by itself.” Democratic reconstruction, he argues, requires stronger political parties, institutional reforms, and a broader distribution of political authority.

Moreover, Professor Rahat’s analysis distinguishes between the possibility of ending Netanyahu’s personalized rule and the more demanding task of rebuilding Israeli democracy. His cautiously hopeful conclusion underscores the importance of institutional transformation beyond electoral alternation: “Hopefully, this would allow Israel to return to a more consensus-based form of democracy.”

Here is our interview with Professor Gideon Rahat, edited lightly to enhance clarity, readability, and overall flow for publication.

Professor Jacob Mchangama.

Prof. Mchangama: Liberal Institutions Are Becoming Increasingly Illiberal in Their Attempts to Fight Populism

In an in-depth interview with the ECPS, Professor Jacob Mchangama warns that liberal institutions are becoming “increasingly illiberal” in their efforts to combat populism and disinformation. Examining electoral censorship in Brazil, Germany’s militant democracy, and the EU’s Digital Services Act, he argues that restrictive speech policies risk undermining democratic legitimacy while strengthening authoritarian forces. Emphasizing the democratic significance of independent digital media, particularly in Hungary, he cautions that “imposing government control is ultimately a cure worse than the disease.” Professor Mchangama also examines the dangers of AI-driven censorship, selective free-speech advocacy, and declining institutional trust, advocating decentralization, transparency, and user empowerment as alternatives to increasingly technocratic approaches to regulating the democratic public sphere.

Interview by Selcuk Gultasli

At a time when democratic institutions confront populism, disinformation, political censorship, and the growing influence of artificial intelligence and technology giants, freedom of expression has become both a cornerstone of democratic resilience and a deeply contested principle. Brazil’s presidential election and the US midterms offer particularly revealing examples of these tensions. Across liberal democracies, efforts to counter extremist mobilization and digital disinformation raise an increasingly urgent question: Can democracy be protected through restrictions on the very freedoms that sustain it?

In an in-depth interview with the European Center for Populism Studies (ECPS), Professor Jacob Mchangama, Executive Director of The Future of Free Speech, Research Professor at Vanderbilt University, Senior Fellow at the Foundation for Individual Rights and Expression (FIRE), and author of Free Speech: A History from Socrates to Social Media, examines this paradox. His central concern is that the erosion of public trust has prompted liberal institutions to adopt increasingly illiberal responses. As he observes, “this collapse of trust has led liberal institutions to become increasingly illiberal, responding to mistrust from the demos with mistrust of the demos.” Such efforts to control political narratives, he warns, create “a vicious cycle that, in the long term, will undermine rather than strengthen democracy.”

Professor Mchangama develops this argument through Brazil’s judicial interventions in electoral expression, Germany’s increasingly restrictive speech legislation, and the European Union’s Digital Services Act (DSA). Questioning the effectiveness of Europe’s militant democracy model, he invokes the Weimar Republic’s historical experience, when emergency powers intended to safeguard democratic institutions were subsequently exploited by the Nazis. His conclusion is stark: “the very instruments intended to protect democracy were used to abolish it.” For Professor Mchangama, contemporary restrictions risk reproducing this institutional vulnerability, particularly when political forces hostile to liberal pluralism acquire governmental power.

The dangers become especially pronounced in the digital sphere. Reflecting on Hungary’s opposition mobilization through independent online media, Professor Mchangama emphasizes that social platforms remain indispensable instruments of democratic dissent, even when dominated by powerful corporations. Although acknowledging the internet’s toxicity and concentrated ownership, he argues that “imposing government control is ultimately a cure worse than the disease.” Similarly, he cautions that Europe, historically central to developing legal protections for expression, is now “creating the blueprint for online censorship,” potentially legitimizing authoritarian restrictions elsewhere.

Beyond censorship, the interview explores artificial intelligence, decentralized factchecking, governmental transparency, and the democratic potential of digital participation. Professor Mchangama distinguishes user empowerment from preemptive safetyism, warning against transforming AI governance into preventive ideological gatekeeping. Ultimately, drawing inspiration from Frederick Douglass, he insists that freedom of expression protects listeners as well as speakers. His overarching democratic principle is unequivocal: “You’re not going to strengthen democracy by hiding that reality.”

Here is our interview with Professor Jacob Mchangama, edited lightly to enhance clarity, readability, and overall flow for publication.

Democracies Must Rebuild Trust Instead of Trying to Control the Political Narrative

Luís Inácio Lula da Silva and former President Bolsonaro participate in the debate over Brazil in Sao Paulo on October 16, 2022. Photo: Isaac Fontana.

Professor Mchangama, thank you for joining us. Let me begin with your essay on Brazil and the dangers of combating populism through censorship. In your essay, “Don’t Resort to Censorship to Fight Populism,” you argue that censorship can undermine the democracy it claims to protect. With Brazil heading into its October 25 presidential runoff between Lula da Silva and Flávio Bolsonaro, how should democratic institutions confront disinformation and anti-democratic mobilization without restricting legitimate political debate?

Professor Jacob Mchangama: That’s a big question. I don’t think anyone has a perfect formula or algorithm, partly because the definition of populism is itself contested, as is the extent to which populism represents a legitimate response to institutions that have failed to address the needs of their populations.

But I think one of the structural problems in many democracies is a collapse of trust—in political systems, elite institutions, and so on. I believe this collapse of trust has led liberal institutions to become increasingly illiberal, responding to mistrust from the demos with mistrust of the demos. In other words, they attempt to control the narrative through increasingly restrictive measures on speech.

This creates a vicious cycle that, in the long term, will undermine rather than strengthen democracy, especially liberal democracy, which is inconceivable without free speech and access to information as central pillars.

So, rather than focusing on technocratic, top-down decisions about how to manage the public sphere, I would focus on examining how governance should function in a digital-age democracy. How can we create modes of governance that cultivate trust? That would be my starting point. For trust to exist, the populace must have the ability to criticize the government and have transparency into how the government operates.

Democratic Institutions Must Punish Attacks on Democracy Without Criminalizing Political Expression

You have criticized Justice Alexandre de Moraes for concentrating extraordinary powers over online political expression. Given Brazil’s continuing judicial interventions in election-related content, where should the boundary lie between protecting electoral integrity and allowing unelected judges to determine the limits of political speech?

Professor Jacob Mchangama: Let me make it easy for myself. When Bolsonaro supporters attack democratic institutions in Brasília, in a sort of rerun of the January 6th attack on the Capitol in the US, that’s obviously not protected speech. The government and authorities must stand firm, not only to prevent such actions but also to punish those who try to stop the peaceful transfer of power in a democracy. That is absolutely unacceptable and should be punished.

But there’s a tendency to argue that spreading what is labeled disinformation leads to such events and that, therefore, we have to crack down on it. The interesting thing is that, in Brazil, the fake news investigation started in 2019, well before the events in Brasília. To me, that suggests that these interventions do not necessarily work and can actually help fuel the narrative of populist forces that view elite institutions as rigging the game.

Of course, the way de Moraes and other Brazilian judges have wielded their powers is anathema to any liberal democratic conception of free speech, even if you agree, as some do, that there was a need to crack down on fake news, however you define it. Giving a judge the power to act essentially as legislator, prosecutor, and judge all in one is simply not compatible with liberal democratic institutions.

I also think the way things have played out has shown that this was not a wise move and that Brazilian judges themselves are not beyond reproach. The 2019 fake news investigations came after reports alleging the judiciary’s involvement in the Car Wash scandal. That, in and of itself, is unlikely to increase trust in the judiciary as an impartial actor in Brazilian politics.

Unequal Content Moderation Does Not Necessarily Mean Political Discrimination

Social Media

Brazil’s Superior Electoral Court has ordered Meta to ensure equal treatment of Lula and Flávio Bolsonaro amid allegations of algorithmic bias and unequal content moderation. Can courts realistically guarantee a level electoral playing field without becoming arbiters of political visibility and editorial discretion?

Professor Jacob Mchangama: That should certainly be the goal. The problem is how to define equal protection and ensure it. Let’s say Meta has its own policies and ways of enforcing them. If one side of the political debate is more likely to violate, for instance, rules on hate speech, then the fact that more content from that side is removed is not necessarily evidence of unequal treatment.

Of course, if you can demonstrate that platforms have an ideological bias and systematically favor one side over the other, that can be problematic. But how do you define such bias, and how do you ensure that the assessment is not based merely on cherry-picked examples? That is an issue.

You also have to take into account the larger media ecosystem. What if one side of a political debate has much better access to traditional media than the other? Then it becomes a broader question of how to ensure an equal playing field.

But the very detailed interventions that the Electoral Court has made in Brazilian politics also affect speech that, at least in my interpretation, constitutes core political expression. Accusing a political candidate of holding certain positions, for example, may sometimes involve exaggeration, but that is a core component of political speech.

Let’s say someone in Hungary accused Viktor Orbán of being a dictator, and a Hungarian electoral court responded, “No, no, you can’t say that because there’s no evidence that Viktor Orbán has ever said he wants to be a dictator, and therefore you have to remove it.” I think most people would say, “Well, that’s outrageous,” because expressing the view that Viktor Orbán is moving toward becoming a dictator in Hungary is a political opinion.

Blanket Restrictions on AI-Generated Political Content Will Mainly Restrict Free Speech

Brazil’s 2026 electoral rules restrict certain AI-generated political content, while recent judicial decisions have required campaign-related material to be removed. Could such interventions unintentionally strengthen populist narratives of persecution? What less restrictive alternatives would better protect electoral integrity?

Professor Jacob Mchangama: As I understand it—and I don’t follow Brazilian politics that closely, since I’m mostly an expert on international human rights and free-speech standards—it seems that these interventions have strengthened populist narratives during the last elections. So, this is one of those situations where such measures can backfire.

I’m also not that afraid of AI-generated content. I remember that, prior to the 2024 global elections, with 2024 being a super election year and around 2 billion people eligible to vote worldwide, there were a lot of dire warnings. The World Economic Forum said that AI-generated deepfakes or disinformation were the largest short-term threat to humanity. There were also breathless warnings from politicians and the media about democracy drowning in deepfakes.

Yet forensic analyses conducted afterward showed that, while there was a lot of AI-generated information, including deepfakes, these had very little impact on election outcomes. In some cases, such as India, AI could even be used by candidates to communicate in other languages, thereby reaching different groups with their political messages.

So, I’m not convinced that deepfakes and AI-generated content online represent an existential threat to the democratic process. That doesn’t mean there can’t be problematic instances. Imagine, for example, someone leaking an audio deepfake of a candidate on election day that purports to show the candidate involved in corruption. In such cases, it could certainly be a problem.

But in general, blanket rules—very elaborate requirements to label or remove AI-generated content—will mainly restrict a lot of speech because this is simply how modern political communication works. Most people who are online will use AI to generate text and create memes, GIFs, and short videos. All of these have a strong expressive element, conveying particular political opinions, whether through satire or otherwise.

Imagine, here in the United States, if all AI-generated criticism of President Trump had to be removed or labeled as such. Whenever I scroll through my feeds, I see lots of memes and videos mocking and criticizing Trump. That’s simply part of how we communicate today, and I don’t think it’s problematic in and of itself.

The Trump Administration Has Demonstrated a Deep Level of Hypocrisy on Free Speech

US President Donald Trump at a rally for then-VP nominee J.D. Vance in Atlanta, GA, on August 3, 2024. Photo: Phil Mistry.

You have highlighted the contradiction between the Trump administration’s criticism of censorship abroad and its treatment of domestic critics. With a federal court recently blocking restrictions on White House access for CNN, MS NOW, and Politico journalists, has freedom of speech become an increasingly selective political principle rather than a universal democratic commitment?

Professor Jacob Mchangama: Free speech has always been unevenly enforced, but I don’t think there has been a US administration as hostile to free speech as the Trump administration since perhaps the Second Red Scare. Reuters reported in August that the Trump administration had lost around 75 cases in federal courts on First Amendment grounds—that is, involving free-speech restrictions—during Trump’s second term. That’s much, much higher than the number lost by the Biden administration during a comparable period.

This is quite instructive in many ways. First, it reveals a deep level of hypocrisy. We remember J.D. Vance traveling to Munich and criticizing European democracies for restricting speech. He had a point. But when he subsequently traveled to Hungary to support Viktor Orbán without saying a word about the systematic ways in which the Orbán government has restricted the media and protests, shut down universities, tried to intimidate civil society, and banned LGBT protests and content, that demonstrated a high degree of hypocrisy.

The Trump administration has also tried to deport foreign citizens for engaging in political speech that is otherwise constitutionally protected. It has nothing to say about Russian authoritarianism but criticizes Zelensky for not holding elections, and so on. The list is very long. But—and this is the important thing—this is where I get really frustrated with those in liberal democracies who view speech as problematic and are increasingly willing to restrict free speech in order to counter populism.

First, the First Amendment in the United States has been a very powerful roadblock against the Trump administration’s attempts to punish its critics. If constitutional protections for free speech in the United States were equivalent to those in Germany, Trump could have steamrolled many of his critics simply because they insulted him or wrote something critical about him on social media, as is actually happening in Germany.

Second, this shows that when populist politicians come to power, they are absolutely going to restrict their opponents’ free speech. So, if those who claim to be liberal democrats and supporters of democracy essentially create tools that those who are not liberal democrats can use to undermine free speech, pluralism, and so on, they will be playing into the hands of those governments.

But there is a complete denial of this, especially in Europe. If you look at statements from the Commission or from Macron, Merz, or Sánchez, they essentially portray free speech, especially online speech, as an existential danger to liberal democracies, which is hugely misguided.

I mean, what will you do if Le Pen or AfD comes to power with all these speech restrictions that you have adopted or proposed? It will then become very difficult to claim, “No, this goes too far. These speech-restrictive tools were only meant to be used by us because we are on the right side.” I don’t think that’s credible. That’s not something that will convince those parts of the population who have lost faith in traditional political parties and are tempted by more populist politicians.

Free Speech Alone Cannot Save Democracy, but Without It There Can Be No Democracy

As the United States approaches its November 3 midterm elections, disputes over media access, political advertising rules, and federal regulatory power have intensified. How effectively can First Amendment protections prevent political leaders from using governmental authority to disadvantage critical media and electoral opponents?

Professor Jacob Mchangama: Quite effectively so far, as we’ve seen. I just mentioned the 75 cases, and there have been more since. We also have a number of cases in which courts have found in favor of media outlets targeted by the Trump administration.

The First Amendment is a critical component of that, but it’s not enough. Free speech is an absolutely vital component of liberal democracy, but free speech in and of itself is not going to save democracy. Without it, however, there can be no democracy. Obviously, there are many other components that are needed.

I opened by talking about trust. That’s part of the secret sauce of successful, thriving liberal democracies. But how do you legislate trust? Many factors go into creating societies with a high degree of trust. You can’t simply have a majority in Parliament adopt a law declaring that there will be high trust and expect trust to emerge once that law is passed. That’s not how democracy works.

I also think transparency is important. We rightly talk a lot about the need for transparency in big tech platforms, but there’s much less discussion of, and willingness to ensure, transparency in government. A higher degree of transparency in government decision-making is likely to increase trust.

I also think there are ways we can use digital tools to bring democratic decision-making much closer to people and involve them directly. You can have these alignment assemblies, for instance, where local decisions could be informed or even decided upon by people, alongside technological solutions that optimize for agreement rather than outrage among citizens.

Suddenly, you might find that all the disagreement you see online does not necessarily reflect reality and that people actually share far more positions than those that divide them. I think approaches like these are much more likely to be fruitful for liberal democracies than the DSA (Digital Services Act), laws against deepfakes, or similar measures that treat symptoms and where the cure can be worse than the disease.

Younger Generations and Declining Support for Free Speech

Social Media
Photo: Sujin Surakoon / Dreamstime.

Your research documents declining support among younger Americans for controversial and offensive expression. How do you explain this reversal of the free-speech activism historically associated with younger generations? Does it reflect changing understandings of equality, polarization, or a deeper weakening of democratic pluralism?

Professor Jacob Mchangama: That’s a really good question. There are probably a number of contributing factors, although I’m speculating here because I’m not a social scientist and can’t give you a peer-reviewed response. But I suspect several issues are at play.

First, younger generations have taken free speech for granted. It’s been a very long time since people in Western democracies really had to fight for free speech. They don’t remember an era when free speech was threatened by movements. That’s one factor.

Another might be the fact that younger generations have grown up with social media and the internet, where speech is ubiquitous, cheap, and often not very pleasant. As a result, they view the balance between the harms and benefits of free speech differently from previous generations. They encounter a lot of speech they consider hateful, bullying, or otherwise harmful. So they may not appreciate the value of free speech in the same way as older generations because it has always been everywhere, and they’re essentially marinating in it.

Then there’s another viewpoint, which I see quite often in the United States: the idea that free speech and equal dignity are values in tension, or perhaps even mutually exclusive. Yet the views of the Civil Rights Movement in the 1950s, 1960s, and 1970s, which were also reflected in landmark Supreme Court decisions on the First Amendment, were very much the opposite. Free speech and equality were understood as mutually reinforcing values. Free speech was considered essential to the full and equal protection of the rights of persecuted minorities.

Today, however, you’re much more likely to encounter groups fighting for minority rights that are suspicious of free speech, arguing that their equality depends on the government and social media companies restricting their opponents’ views.

These are some of the factors that may be contributing to this development. But again, this is a hypothesis.

Government Control of Online Speech Is Ultimately a Cure Worse Than the Disease

With Elon Musk and Mark Zuckerberg exercising enormous influence over political visibility through X, Facebook, and Instagram, have technology billionaires become unelected gatekeepers of democratic debate? How can democracies prevent private concentrations of communicative power without inviting government censorship?

Professor Jacob Mchangama: To a certain extent, they have. Content moderation decisions by big tech platforms have an outsized impact on the practical exercise of free speech in many countries around the world. In that sense, they wield power in ways that can pose real challenges, which is why I think we would be better served by a more decentralized social media ecosystem.

On the other hand, it’s also true that someone like Elon Musk has very directly aligned himself with Trump and the Republicans. But if you go on X, you can find plenty of criticism of Trump and the Republicans. The same is true of Meta platforms. So it’s not as though these platforms are completely one-sided, and I still think they’re essential for mobilizing protests.

Again, I think it would be dangerous to regulate online speech. I keep coming back to Hungary because the opposition’s victory in April, after 16 years of Orbán’s rule, demonstrated something very profound about the power of online speech.

Hungary was a country where Orbán controlled perhaps 80% of the media and 90% of government advertising revenue for the media, had banned universities, weaponized laws against civil society and the opposition, banned protests, and so on. In theory, it should have been impossible for him to lose the election.

But what you saw was a small group of independent online outlets that held the government accountable, exposed corruption scandals, and so on. In fact, Péter Magyar’s political career was launched on Partizán, a YouTube channel that quickly attracted millions of views in a country of 10 million people.

There are several reasons why Orbán lost, but I think it would have been very difficult for the opposition to mobilize and get its message out without the internet and social media. That’s one of the differences between Hungary and Russia, where Putin is very much aware that controlling broadcast media, newspapers, and other traditional media is not enough. He also has to control the online sphere because, without that control, the opposition can organize protests, establish small, nimble online media outlets, spread satire and mockery, and so on.

So, even though the internet can be a toxic place, and even though it would be better to have more, smaller social media platforms, imposing government control is ultimately a cure worse than the disease.

Decentralized Fact-Checking Can Build More Trust Than Decisions Made by a Small Group of Gatekeepers

Illustration by Ulker Design.

You welcomed aspects of Meta’s transition from third-party factchecking to community-based moderation while warning against political accommodation. In light of Brazil’s current dispute with Meta over alleged algorithmic discrimination, how can we distinguish genuine commitments to free expression from politically convenient changes in platform governance?

Professor Jacob Mchangama: That’s a good question. Again, I don’t think we should expect private tech platforms to have a consistent and principled commitment to free speech. Ultimately, they are concerned about their bottom line and are likely to be influenced by a number of factors, including political interference.

It’s interesting that, in Brazil, Lula’s account was suspended for around an hour, which is obviously outrageous. But we also have to remember that Lula’s government threatened to ban entire platforms in the country because of criticism of a fake news law.

This goes to the heart of the problem with political regulation. On the one hand, yes, it’s bad that Lula’s account was suspended during an election. But if, at the same time, you are a government willing to shut down entire platforms, thereby affecting the right to free speech and access to information across the entire country, that suggests you’re not really concerned about an underlying principle. You’re perhaps more concerned about your own ability to reach voters.

This is why I think a more decentralized model works better. Community Notes and crowdsourced factchecking contribute to that model because they allow ordinary people to take a more organic, bottom-up approach, rather than concentrating power in platforms that governments can then pressure.

There was a very strong example of Community Notes following the killing of Alex Pretti by Border Patrol agents during ICE protests in Minnesota in January of this year. Senior public officials in the Trump administration quickly called Alex Pretti a domestic terrorist and claimed he had pulled a gun, and so on.

But there were many people on the streets with smartphones who were livestreaming the events, providing extensive documentation that disproved the administration’s narrative. Very quickly, senior officials, including FBI Director Kash Patel, Stephen Miller, and Kristi Noem, had Community Notes added to their statements.

In other words, on X, a platform that is normally quite friendly to the Trump administration, people were fact-checking the American government in real time. That’s quite powerful and demonstrates some of the benefits of a bottom-up approach.

Now, does that mean Community Notes will save democracy? Obviously not. But the underlying model is preferable to relying on dedicated factcheckers. Of course, factchecking remains important, and many Community Notes will be based on the work of journalists, factcheckers, and so on.

But the model of a bridging algorithm, in which a Community Note depends on people with different political perspectives agreeing on its usefulness, is much more likely to instill trust and acceptance than having a small group of third-party factcheckers make the decisions.

We Must Choose User Empowerment Over Preemptive Safetyism in AI

Your research has documented how leading AI chatbots sometimes refuse to generate lawful but controversial political content. As generative AI increasingly shapes political information and public debate, could these systems become invisible ideological gatekeepers? What would politically neutral AI governance require in practice?

Professor Jacob Mchangama: Yes, that’s absolutely a danger, and it’s already happening. This is not science fiction. China is a very good example. It has detailed rules requiring AI companies to comply with so-called core socialist values, which are set out in various decrees. Essentially, this means that AI companies must respect the red lines of the Chinese Communist Party under Xi Jinping, and those red lines are very strict.

This is why, even though China releases high-quality open-source models, you’ll see these models refusing to answer questions about Taiwan, Tiananmen Square, and so on. As generative AI becomes the interface to the wider ecosystem of information and ideas, government control or filtering would have an outsized impact not only on free speech and freedom of information but potentially even on freedom of thought, because AI is also part of search, word processing, and so on.

The dangers here are very real. There are also risks associated with market concentration. Let’s say Google, OpenAI, and Anthropic collectively control 80% of the market. The decisions and filtering practices of these companies would then have an outsized impact on the practical exercise of free speech, access to information, and potentially even freedom of thought. This is one of the reasons why I think open-source models are important.

Right now, there’s a lot of discussion about AI regulation, which is an important discussion to have. I’m not against regulating AI when it comes to catastrophic risks. We all have, as human beings, a vested interest in mitigating the risk of AI models facilitating the creation of biological weapons by terrorist groups or unleashing devastating cyberattacks that could shut down hospitals or financial systems on a national or global scale. That is absolutely crucial.

What I would warn against is treating disinformation, hate speech, and so on as critical or existential risks. These are not the kinds of things that should be regulated in the same way. AI is also different from social media. If you post something on your social media account, it’s visible to the entire world. But if you have a conversation with a large language model (LLM), you’re essentially having an iterative discussion.

In countries with hate speech laws, you can argue that if someone publishes hateful content on social media, making it visible to the whole world, the rules against hate speech should apply, whether you think those rules are wise in the first place or not. The same applies if someone threatens another person or incites violence on social media.

But you should be able to have a discussion with an LLM. Let’s say you’re interested in the rise of Nazism in Germany. You should absolutely be able to have a conversation with an LLM in which it shows you the rhetoric of the National Socialist Party in Germany or examples of antisemitism that would violate hate speech laws if you published them yourself.

If governments say, “No, we can’t allow AI models to generate hateful content or disinformation because it might potentially be used for nefarious purposes,” then that defeats the purpose of these powerful models. It undermines their potential to act as an exoskeleton of the mind. They can really help you if you use them properly and don’t outsource your brain to them. They can teach you a great deal, and you should be allowed to engage in difficult, controversial discussions and access difficult, controversial content online.

So, I distinguish between what I call user empowerment and preemptive safetyism. Preemptive safetyism can essentially be compared to the way pre-publication censorship was used to control the printing press. Churches and monarchs believed that the printing press was too dangerous. They thought, “If you allow pamphlets to be written that undermine religion or the rule of a monarch, everything will go to hell. Therefore, we have to ensure that everything printed has been vetted before it is circulated to the population.”

We’ve moved away from that model in most democracies. Now, you generally face potential liability only after the fact, once you’ve published or said something.

We need to take the same approach to AI. I might be able to write something or obtain information that could be hateful or otherwise controversial, but only if I use it—if I publish it afterward—should I potentially be held liable, rather than the model itself.

If you adopt that preemptive safetyism approach and try to filter models to avoid potential risks down the line, outside of catastrophic risks, that would be very detrimental to free speech.

Democracies Need Narrow, Targeted Rules Against Electoral Deception

EU-AI
The European Union’s AI Act introduces restrictions on high-risk artificial intelligence applications and requires greater transparency from companies regarding data use and algorithmic practices. Photo: Dreamstime.

In Brazil, electoral authorities have imposed restrictions on synthetic campaign material, while the United States is debating AI-generated political robocalls ahead of its midterms. Where should democracies draw the line between preventing electoral deception and protecting lawful AI-assisted political expression?

Professor Jacob Mchangama: You need to draw very narrow, targeted lines. Consider, for example, robocalls. If a political campaign creates robocalls targeting people in areas where they know their opponents are strongest, falsely claiming that “the election has been canceled” just before election day, that’s something you would want to prevent, and those responsible should face potential legal liability because it’s a direct attempt at voter suppression.

But if you use robocalls to criticize your opponent, employing hyperbole or calling them a dictator or corrupt, I don’t think that should be regulated. So, my approach would be to establish very narrow, targeted rules governing such practices.

The Very Instruments Intended to Protect Democracy Can Be Used to Abolish It

You have questioned whether Germany’s restrictions on hate speech and extremist expression have effectively contained the far right. With the AfD challenging established political boundaries, does Europe’s concept of militant democracy risk empowering the very authoritarian forces it seeks to restrain?

Professor Jacob Mchangama: Yes, I think it does. It’s very interesting. If you look at the German domestic intelligence service, it publishes very detailed reports on political extremists, both on the right and the left, as well as on religious groups. What you’ll see is that, for a decade or so, there has been a constant rise in political extremism and often in political violence, including from the far right.

This has occurred during a period when Germany has introduced increasingly restrictive laws on speech. There was the Network Enforcement Act in 2017, which required social media companies to remove manifestly illegal content or risk fines of up to 50 million euros. There have also been laws expanding restrictions on hate speech and laws specifically protecting politicians against insults. Enforcement has intensified, including raids against people who have written something illegal. There has also been a crackdown since October 7th, and so on.

But none of these initiatives seems to have helped. You can see this in important state and regional elections in Germany, where the AfD has won victories, as well as in the polls and the collapsing support for traditional political parties.

Yet every time, especially in Germany, the response seems to be that we need to do more to restrict these political parties’ ability to speak out. Proposals range from banning the AfD and online anonymity to a recent proposal requiring 20% of algorithmic feeds to consist of approved media.

This is a very top-down, technocratic attempt to address collapsing trust in democratic institutions and mainstream political parties, which is likely to make things worse rather than better. There’s a historical irony here. We all understand why Germany wants, at all costs, to avoid a repeat of a political party coming to power and destroying democracy.

But during the Weimar Republic, there was a move toward increasingly restricting speech and adopting emergency laws that could ban fake news and shut down newspapers. Ultimately, when the Nazis came to power, they used some of these emergency laws, including provisions of the constitution itself that allowed the president to suspend all civil liberties, including freedom of expression.

So the very instruments intended to protect democracy were used to abolish it. That’s why I don’t have much faith in the militant democracy model that has gained the upper hand in Europe. I don’t think there’s a strong historical basis for assuming that it will work.

That doesn’t mean that simply introducing First Amendment-style protections in Europe would cause populists to wither away or guarantee that liberal democracy would always prevail. But such protections would serve as a stronger bulwark than the current trajectory, which treats free speech, especially online free speech, as a kind of Trojan horse that allows democracy’s enemies, both internal and external, to undermine it.

Europe Is Now Creating a Blueprint for Online Censorship

Photo: Andrey Popov.

You have warned that the EU’s Digital Services Act and related regulatory approaches may encourage excessive content removal and provide authoritarian governments with models for controlling online expression. How can Europe counter disinformation, protect vulnerable groups, and hold platforms accountable without undermining the free speech it seeks to defend?

Professor Jacob Mchangama: I’ve outlined some ways forward in my previous answers, particularly decentralization, increasing trust, and transparency, which I consider more fruitful measures than the DSA and other initiatives, such as banning Russian disinformation. These initiatives actually demonstrate weakness on Europe’s part rather than strength.

I understand why such measures may sound good as soundbites, but ultimately, Europe is the continent where free speech was developed. This is where the first legal protections of free speech were established, yet Europe has now become a place that is creating the blueprint for online censorship.

I mentioned Germany’s 2017 Network Enforcement Act earlier. Within a couple of years, that law was being invoked by Russia, Belarus, Iran, and dozens of authoritarian states as a justification for their own online censorship models. We’re seeing something similar with the DSA, as other jurisdictions that are not necessarily open democracies use it as a justification.

We’re also seeing that the European Court of Human Rights, for instance, is increasingly failing to extend free-speech protections to online expression. Earlier this year, the Court considered a case from Georgia involving a food courier who had insulted the mayor of Tbilisi, Kakha Kaladze. Football fans will recognize his name. He was a very successful AC Milan player who won the Champions League twice and now serves as Tbilisi’s mayor.

The food courier had made some really insulting remarks about him on TikTok and was fined. He took his case to the European Court of Human Rights, which ruled that public officials must be protected against vehement and gratuitous insults. The Court also stated that, because of the massive potential reach of social media platforms, governments should enjoy wider powers to regulate online speech.

This was catastrophic because Georgia is in a much worse position than Hungary under Orbán. You have an embattled opposition and pro-European democracy activists who are being suppressed and persecuted by a Putin-aligned government. That government can then use the case law of the European Court of Human Rights to go after its critics.

In fact, it has recently done so. A journalist was sentenced to 30 days in prison for insulting politicians online. Georgia has also created an Office Against Hate Speech, which is being used quite openly for political purposes to target critics of the current Georgian authoritarian government.

One of the only ways Georgians can still express dissent and organize protests is online, through social media and bottom-up mobilization. Yet those are precisely the mechanisms that Brussels is undermining. This demonstrates the unintended consequences of this model of online militant democracy.

US’s Retreat from Defending Dissidents Will Play into the Hands of Russia and China

In “The Voice of America Falls Silent,” you warn that America’s retreat from supporting independent media and dissidents abroad could strengthen authoritarian information control. As Russia and China promote increasingly sophisticated surveillance and censorship systems, who can defend global free speech if both Washington and Brussels compromise their commitments?

Professor Jacob Mchangama: That’s a good question. It’s really sad to see the United States retreating from defending dissidents and free speech globally. J.D. Vance went to Munich and criticized Europe, but then the administration pulled funding for embattled dissidents in authoritarian states who have long been able to do their work thanks to funding from Washington.

It’s ironic that this is happening under a Republican administration, given that the National Endowment for Democracy (NED), for instance, was established by Ronald Reagan, who had a very clear vision of the importance of strengthening and defending democracy around the world.

This is really sad. It will contribute to further eroding the soft power of the United States and the ideals that the country has championed around the world, however imperfectly. It will also definitely play into the hands of Russia, China, and other actors working hard to undermine international norms of human rights and free expression.

Unfortunately, the European Union is not in a good position to fill the void. This is partly because Europe no longer has the same geopolitical clout it once had, but also because it increasingly restricts free speech at home, which undermines its credibility.

It’s difficult to tell other countries that they cannot use laws against disinformation when the European Union itself does so. Even if you view Russian disinformation as a threat, that approach undermines credibility.

So, the responsibility now largely falls to civil society. One of the good things about the digital era is that, with AI, we can create tools that empower dissidents around the world. But at this moment, it’s really up to civil society to strengthen broad institutions that will fight for liberal democracies, including a robust, principled conception of free speech everywhere, and to try to fill the gap as best we can until the free-speech recession has been reversed.

You Are Not Going to Strengthen Democracy by Hiding Uncomfortable Realities

AI, artificial intelligence, and the concept of fake news, misinformation, and disinformation: A man uses his smartphone displaying the red text “Fake News,” surrounded by related keywords. Photo: Dreamstime.

Finally, Professor Mchangama, your book Free Speech: A History from Socrates to Social Media demonstrates how freedom of expression has repeatedly empowered marginalized groups against political authority. In today’s world of authoritarian populism, AI-driven manipulation, concentrated technological power, and selective free-speech advocacy, what principles should guide a genuinely democratic and resilient public sphere?

Professor Jacob Mchangama: We should view free speech and access to information as meta-principles that are essential to liberal democracies. I’m very inspired by the example of embattled minorities, which you mentioned. Perhaps the most underrated, yet one of the most important, champions of free speech was Frederick Douglass, an American orator and abolitionist who was born into slavery but dedicated his career to the fight for human equality.

It’s really incredible to read his speeches and articles spanning four decades because the central thread running throughout his work was the importance of free speech. He was so dedicated to free speech that, during the American Civil War, which was fought over slavery, he defended the right of people to speak out in favor of the Confederacy—in other words, the treasonous rebels who had seceded from the United States to preserve slavery.

He was very clear that the right to free speech is particularly precious to the oppressed. He also said something very profound: restricting free speech is a double wrong because it violates the rights of both the speaker and the listener.

That’s particularly important in our digital age. When you restrict free speech on social media, you don’t just restrict the rights of a particular speaker; you also restrict the broader public’s right to hear ideas that might be uncomfortable, wrong, or constitute disinformation, but that ultimately reflect a reality, however uncomfortable it may be: there are voices out there that don’t share your values and may want something very different.

You’re not going to strengthen democracy by hiding that reality.