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What Just Happened is a short-format, informal podcast brought to you by the intelligence analysts at Sibylline LTD, a strategic risk firm based in London. Hosted by Ignacio Ayala, this podcast features brief conversations between the host and his fellow analysts, updating you on major geopolitical events as soon as they happen.
Episodes

Friday May 23, 2025
What Just Happened? Updates on the Russia-Ukraine Negotiations
Friday May 23, 2025
Friday May 23, 2025
In this episode, Ignacio Ayala is joined by Layla Guest to discuss the ongoing peace negotiations surrounding the Russia-Ukraine war. They focus on recent developments, the contrasting positions of Russia and Ukraine, and the differing approaches of the EU and the US. They also explore the potential future of these negotiations and the role of China in the conflict.
If you enjoyed this episode, let us know by liking, subscribing or leaving a review! You can also contact us with any questions or feedback at info@sibylline.co.uk
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For more information, visit our website: www.sibylline.co.uk
#WhatJustHappened #Geopolitics

Friday May 09, 2025
What Just Happened? The IDF's New Strategy in Gaza
Friday May 09, 2025
Friday May 09, 2025
In this episode, Ignacio Ayala is joined by Noam Ostfeld (Principal Analyst - Middle East & North Africa & Turkey) to discuss the recent Israeli military strategy in Gaza, focusing on the intensification of operations and the implications for both domestic politics and humanitarian conditions. They explore the so-called 'Rafah' model, which involves holding territories for longer periods, and the potential impact on ceasefire negotiations with Hamas. The discussion highlights the contentious nature of the political landscape in Israel and the humanitarian crisis unfolding in Gaza as a result of these military actions.
If you enjoyed this episode, let us know by liking, subscribing or leaving a review! You can also contact us with any questions or feedback at info@sibylline.co.uk
Follow us on Instagram: https://www.instagram.com/sibyllineltd/?hl=en
Follow us on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/
Follow us on YouTube: https://www.youtube.com/@sibyllineTV
For more information, visit our website: www.sibylline.co.uk
#WhatJustHappened #Geopolitics

Tuesday Apr 29, 2025
What Just Happened? The Canadian Federal Election
Tuesday Apr 29, 2025
Tuesday Apr 29, 2025
In this episode, Ignacio Ayala is joined by Claire Brady (Principal North America Analyst) to discuss the recent Canadian federal elections. Claire outlines the Liberal Party's victory under Mark Carney, the context of Trudeau's resignation, the influence of Donald Trump on Canadian politics, Carney's approach to US relations and the implications for Quebec and other political parties like the NDP.
If you enjoyed this episode, let us know by liking, subscribing or leaving a review! You can also contact us with any questions or feedback at info@sibylline.co.uk
Follow us on Instagram: https://www.instagram.com/sibyllineltd/?hl=en
Follow us on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/
Follow us on YouTube: https://www.youtube.com/@sibyllineTV
For more information, visit our website: www.sibylline.co.uk
#Canada #Elections #WhatJustHappened #Geopolitics

Thursday Apr 24, 2025
What Just Happened? J.D. Vance's Visit to India
Thursday Apr 24, 2025
Thursday Apr 24, 2025
In this episode, Ignacio Ayala is joined by Shiza Abbasi, Sibylline's Principal Analyst for South Asia. Together, they explore J.D. Vance's visit to India, focusing on the implications for U.S.-India trade relations amidst ongoing tariff tensions. Shiza discusses the historical context of the visit, the domestic political dynamics in India, and the challenges posed by agricultural tariffs.
If you enjoyed this episode, let us know by liking, subscribing or leaving a review! You can also contact us with any questions or feedback at info@sibylline.co.uk
Follow us on Instagram: https://www.instagram.com/sibyllineltd/?hl=en
Follow us on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/
Follow us on YouTube: https://www.youtube.com/@sibyllineTV
For more information, visit our website: www.sibylline.co.uk
#Modi #India #JDVance #WhatJustHappened #Geopolitics

Tuesday Apr 15, 2025
What Just Happened? The Re-election of Ecuador’s Daniel Noboa
Tuesday Apr 15, 2025
Tuesday Apr 15, 2025
In this episode, Ignacio Ayala is joined by Alex Marciniak from the Latin America desk here at Sibylline to discuss the recent presidential elections in Ecuador. Alex explains the newly elected President Daniel Noboa, his policies and the ongoing security crisis in the country. Alex also highlights Noboa's approach to governance, particularly his security measures against organised crime, the economic challenges facing Ecuador and the potential for domestic unrest, especially concerning indigenous relations and energy investments. The conversation also touches on regional trends in security policies across Latin America and the implications for Noboa's administration moving forward.
If you enjoyed this episode, let us know by liking, subscribing or leaving a review! You can also contact us with any questions or feedback at info@sibylline.co.uk
Follow us on Instagram: https://www.instagram.com/sibyllineltd/?hl=en
Follow us on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/
Follow us on YouTube: https://www.youtube.com/@sibyllineTV
For more information, visit our website: www.sibylline.co.uk
#Ecuador #Noboa #RefinedInsight #WhatJustHappened #Geopolitics

Thursday Apr 10, 2025
What Just Happened? The Ongoing US-China Trade War
Thursday Apr 10, 2025
Thursday Apr 10, 2025
Please note that this episode was recorded on April 9th, and further developments may occur. Stay tuned for future episodes!
In this episode, Ignacio Ayala and his guest, Jonah Kaplan (Principal Analyst for Asia Pacific at Sibylline) delve into the escalating US-China trade war, examining the recent tariff increases and China's retaliatory measures. Jonah lays out the implications of these actions on both economies and the broader geopolitical landscape and highlights the motivations behind China's resistance to negotiate, the significance of domestic policies and China's strategic positioning in global trade.
If you enjoyed this episode, let us know by liking, subscribing or leaving a review! You can also contact us with any questions or feedback at info@sibylline.co.uk
Follow us on Instagram: https://www.instagram.com/sibyllineltd/?hl=en
Follow us on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/
Follow us on YouTube: https://www.youtube.com/@sibyllineTV
For more information, visit our website: www.sibylline.co.uk
#LiberationDay #WhatJustHappened #Trump #Tariffs #China

Friday Apr 04, 2025
What Just Happened? Trump's 'Liberation Day' Tariffs
Friday Apr 04, 2025
Friday Apr 04, 2025
In this episode, Ignacio Ayala and Claire Brady discuss President Trump's recent tariff announcements. They explore the motivations behind these tariffs, their calculation, global reactions, and potential domestic economic implications. The discussion highlights the significant impact these tariffs may have on international trade relations and the U.S. economy.
If you enjoyed this episode, let us know by liking, subscribing or leaving a review! You can also contact us with any questions or feedback at info@sibylline.co.uk
Follow us on Instagram: https://www.instagram.com/sibyllineltd/?hl=en
Follow us on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/
Follow us on YouTube: https://www.youtube.com/@sibyllineTV
For more information, visit our website: www.sibylline.co.uk
#LiberationDay #WhatJustHappened #Trump #Tariffs

Friday Mar 28, 2025
What Just Happened? The IDF's Latest Airstrikes on Beirut
Friday Mar 28, 2025
Friday Mar 28, 2025
In this episode, Ignacio Ayala speaks with Middle East and Africa Analyst Megan Sutcliffe about the recent IDF airstrike on Beirut, its implications for the ceasefire with Hezbollah and the potential perpetrators behind recent rocket attacks. They explore the recent historical context of the ceasefire, the dynamics of the current situation and the likely future developments in the region.
If you enjoyed this episode, let us know by liking, subscribing or leaving a review! You can also contact us with any questions or feedback: info@sibylline.co.uk
Follow us on Instagram: https://www.instagram.com/sibyllineltd/?hl=en
Follow us on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/
Follow us on YouTube: https://www.youtube.com/@sibyllineTV
For more information visit our website: www.sibylline.co.uk
E-mail us at: info@sibylline.co.uk
#Israel #Lebanon #RefinedInsight #WhatJustHappened