John Gray on the End of the Post-Cold War Order: "Peace, as It Used to Be, Is an Irrecoverable Condition"

Open on YouTube ↗
Overview

On 12 February 2026, at the Fundación Juan March in Madrid, the British political philosopher John Gray spoke with the political scientist Fernando Vallespín as part of a series on the new geopolitical era. The question running through the conversation was simple: what is ending, and what, if anything, is replacing it? Gray argued that nothing new is being born. In his view the world is returning to "normal" history: many rival powers, conflicts of values that do not resolve, and no built-in movement toward a single liberal civilization. The liberal order of the 1990s was, as he put it, a short-lived anomaly. Europe is badly prepared for what follows, but the loss of the myth of progress does not mean the loss of a good life.

30 min read

An unorthodox liberal

Vallespín introduced Gray as a thinker defined by a "sustained refusal of comforting certainties." Gray was educated at Oxford and long associated with the London School of Economics. In the 1980s he emerged within the liberal tradition influenced by Isaiah Berlin and Friedrich Hayek, and was at times sympathetic to free-market ideas. He later went through a decisive change and became one of liberalism's most unorthodox critics. He did not reject liberalism outright. He recast it in austere, historical terms: not a master plan for human flourishing, but a fragile set of norms and practices for containing conflict among values that cannot be reconciled. He rejects the belief, shared by liberal and socialist thought alike, that history tends toward moral progress or political convergence.

Vallespín described Gray's most recent book, The New Leviathans, as extending these ideas to the present. In that book global politics is shaped not by a universal liberal project but by a multipolar struggle among rival states and blocs. Each claims moral authority while pursuing a different vision of order, and legitimacy rests on the shifting balance of power rather than on any shared story of progress.

"I told you this would happen"

Vallespín recalled that they first met in the early 1990s, just after the Cold War. At the time there was near-total consensus that politics was heading toward peace, greater freedom, and closer unity among peoples, and that globalization was a gift to humanity. Gray stood outside that consensus. Did he now feel vindicated?

Gray went back to his first skeptical essay, published in October 1989 in an American conservative magazine under the title "The End of History—or of Liberalism?" It appeared before the fall of the Berlin Wall, though it was already clear the Soviet system was ending. Against Francis Fukuyama, Gray argued that history would not end. History is a succession of stages and cycles with no destination, and what would follow the Cold War was a return to a more traditional kind of history: conflicts over ethnicity, resources, and religion; the rise and fall of empires and nation-states; parts of the world becoming stateless, anarchic zones.

This was called apocalyptically pessimistic. Gray found that strange, because an apocalypse is a radical change from one world to another. His claim was the opposite: we would go on living in the same old world. The Cold War was the aberration, at the ideological level a contest between two Enlightenment projects. When it ended, the liberal side would not win unconditionally. Russia and China would revert to more traditional ways of thinking. He said this has happened in Russia, where Putin has become "a Tsarist political mystic" with a Eurasian, anti-Western stance.

To answer the question of vindication, Gray told an anecdote, possibly based on a true story, about an emperor of Mexico in the 1860s being led out to be shot. The emperor saw his cook in the crowd and told him: "I told you this would happen but you wouldn't believe me." Gray feels vindicated only in that ironic sense. Much of what he warned against has happened, and more is still to come.

He expected a return to something like the pre-1914 arrangement: several great powers that compete and sometimes cooperate, but mostly compete for resources, influence, technology, and in places territory. He did not think then, and does not think now, that China or anyone else will replace the United States as a single hegemon. He called this multipolar condition dangerous, pointing to what followed 1914, the "European Civil War." A world war is not inevitable, he stressed. But there are many risks of war. In Europe specifically, if the war in Ukraine ends on terms favorable to Russia, it may be followed by further Russian advances. What the moment needs, he said, is the old classical virtues (stoicism, determination, realism, courage), which are to some degree Christian virtues too, rather than "the thin and brittle hopes of liberalism."

The interregnum as a permanent condition

Vallespín cited Gray's recent article in the New Statesman, which uses the idea of the interregnum: the old order is dying and the new one has not yet emerged. What is dying, and what is emerging?

Gray noted that the idea was popularized by the Italian Marxist Antonio Gramsci, who said capitalism was dying amid "morbid symptoms" while the new order had not yet arrived. Gray's answer was that the interregnum will be permanent. Gramsci, he argued, took from the Enlightenment what many liberals, neoliberals, and even some conservatives have also taken from it: the belief that history passes through successive stages toward a built-in endpoint, a telos. That endpoint is a universal civilization modeled on the West, and originally on Europe. Barbarism or nuclear war might interrupt it, but the direction is assumed.

Gray traced the clearest early form of this idea to Auguste Comte, the mid-19th-century French positivist. Comte saw Europe as the engine of a universal movement from societies founded on faith, magic, and religion to societies founded on science, ending in a single scientific civilization. Gray said many people who have never heard of Comte hold this assumption anyway. So when they speak of an interregnum, they treat the present disorder as a painful, temporary deviation on the road to that destination.

Gray's own view is closer to the cyclical view of history found in ancient Europe and in Indian, Chinese, and Japanese thought: civilizations rise and fall, and a variety of regimes and ways of life has always existed and always will. The real question, then, is how to live well in a world where conflicts of values and regimes are endemic. Accepting that, and putting aside hopes of a universal order, is for him the precondition of living well today.

Regime change in Washington

The weakness of thought Gray finds most deeply rooted in Britain and other European countries is the failure to grasp that the United States has itself rejected the order it used to uphold. "The basic regime change in the world," he said, "is in Washington."

He recalled the half-forgotten Washington Consensus, partly economic and partly political, drawing on Fukuyama and many others: American-style democratic capitalism of the 1990s would become universal. The irony, Gray argued, is not that this failed to spread, which he says was never possible. The irony is that it has been rejected in America itself. Free trade has given way to protectionism. According to Gray, the Trump administration is deeply involved in the economy: in crypto, in banking, and in rare-earth and resource companies, where it is taking active stakes. He called it a dirigiste economy rather than a free market, and noted that it came from the very source of the supposedly eternal neoliberal order. His most offensive claim in the 1990s, he said, was that this order, which almost everyone thought permanent, would be short-lived. It lasted "30 years, tops."

Vallespín reminded him that in the early 1990s Gray said he was constantly invited to the United States because Americans wanted to be scandalized. Gray agreed and said the country has changed. Talk of American decline, he argued, has always been used "pedagogically," on the assumption that any sign of decline can be identified and reversed within eight years. But the decline of great powers does not take eight years and cannot be undone in eight years. Now that such criticism seems closer to reality, Americans no longer find it entertaining. They are frightened by it and flatly deny it.

Trump as accelerator and turning point

Vallespín asked whether Trump, often seen as a narcissistic president governing by whim, has mostly sped up changes that were already underway, such as making Europe pay for its own defense and taking a more accommodating stance toward Russia and China.

Gray said Trump is partly an acute intensification of existing trends. The Biden administration was already leaning toward protectionism in some respects, and American defense circles had long complained that Europe did not share the burden fairly and had long debated how to respond to China's rise. But Trump is more radical, and coarser in how he expresses himself, and has accelerated these trends to the point where Gray considers them irreversible. That was the point he stressed most.

He described Trump as a "world historical phenomenon" who achieved one of his goals: to be the best-known person in the world, the world's leading reality-television showman, present in the conscious and unconscious mental life of almost everyone. At a recent talk in Oxford, Gray had recalled Hegel seeing Napoleon after a great battle and calling him "the world spirit on horseback." Today, he said, many people must look at Trump and see "the world spirit in his golf cart." Napoleon was a liberating figure who also brought great wars and disasters. Gray considers Trump an even more deeply divisive and ambiguous figure.

He explained why he thinks a return to the pre-Trump world is impossible. America itself has changed. Trump has gained a high, though not complete, degree of control over the justice process. In his first term he stacked the Supreme Court in his favor. The Court might still rule against his tariffs, but the separation of powers "is not what it was." Gray also said Trump has "brought the media to its knees." He cited the Washington Post, which he said had been "semi-destroyed" by its owner Jeff Bezos in recent weeks or days, and said American media and most American businesses fear Trump's threats. As a result, in some eyes America is going from a safe haven for capital to being "not investable," because the barriers between government and markets have largely dissolved. Those barriers were never absolute even in the neoliberal era. Social media and other forces have accelerated everything, he said. "We're in a different world."

Gray quoted the American poet Wallace Stevens: "The future is easy. It's the present that's uncharted." When the present differs this much from the recent past, people fall into deep cognitive dissonance and screen out whatever undermines their worldview. His example: at the same moment that European leaders were alarmed by Trump's threats toward Greenland, which at one point included the possible use of military force, they were holding meetings on a Ukraine settlement that depended on an American security backstop. They feared an American attack on EU territory while relying on American reliability for Ukraine. Facing up to such contradictions, he said, is the precondition of any intelligent response.

Europe: an end-of-history project without hard power

Turning to Europe, which Vallespín said worries Spaniards in particular, Gray argued that the European project took its present form at the end of the Cold War, when it absorbed most of the post-communist states. He stressed that it has attractive, even beautiful, features. The most important is that people are not forced into an identity projected onto them. He recalled 20th-century Europe, where someone might say "I'm Austrian" and be told "No, you're not Austrian, you're Jewish," with fatal consequences. One lesson of that century, he said, is that if someone tells you he wants to kill you, you should believe him.

The problem, in Gray's view, is that after 1989 the project became a Fukuyama-style end-of-history project. It assumed that hard power, "the power to kill, the power to destroy," was losing significance. That, he suggested, is the deep reason the EU still has almost no military existence. It has a currency, very partial fiscal integration, and a Schengen area he called "semi-functional," but no capacity to defend itself as an institution. Individual states do have significant military power, and he named France, Britain, and now Poland.

Replacing the American shield takes a long time. Gray said he is not a defense expert, but the experts he has asked all talk about a decade, two decades, or longer. He does not think Putin will wait that long. Again citing defense experts, he said Putin's point of maximum leverage may come three to five years from now. What can be done in the meantime is for particular countries (Sweden, Finland, the Baltic states, Poland) to build deterrence as quickly and firmly as possible. The Finns, Vallespín added, won two wars against the Soviets. Gray said they know both what it means to be attacked and what it means to resist. Poland, outside the nuclear sphere, may be becoming Europe's main military power, building up its land army and weaponry every day.

Hybrid war and the blurring of war and peace

Gray said the Baltic states are preparing for incursions that may not look like traditional invasion but like hybrid war. According to British and other military experts he has heard, Russia is in some respects already at war with Europe: strange balloons over airports, repeated cyberattacks on public infrastructure, assassinations and sabotage. A new world war is not inevitable and can be prevented, he said, but "the boundaries between war and peace have been irrevocably blurred." Whatever happens, information warfare, cyberwarfare, and unexplained breakdowns in public services will continue. "Peace as it used to be is an irrecoverable condition."

He named two further difficulties. First, some American capabilities cannot be replaced quickly. Satellite intelligence, where Europe has some but not enough, would take 10 to 15 years. Second, many European states, including Britain, France, and possibly Spain, are fiscally constrained and lack the obvious capacity to double defense spending, which is what even a quick deterrent effort would require. He called Europe's situation "very perilous."

He added a political complication. In Britain, with the Starmer government very weak, the so-called soft left is growing stronger and is keen to rejoin Europe. Gray's question to them: are you ready to integrate into a Europe that in just over a year might have a National Rally president in the Élysée? He thinks that is at least a reasonable possibility, more likely with Jordan Bardella than with Marine Le Pen.

Populism as blowback

Vallespín pointed out that the fracture is not only between the United States and Europe. It also runs through both, dividing a liberal camp from a populist one. His American colleagues think Trump is reversible, starting with the November midterms. Europeans seem more pessimistic about key states falling to national populists, with 2027 a key year: Polish legislative elections, the French presidential election, and the question of whether Germany's firewall against the AfD holds. If the West was supposed to be a community defined by shared principles and values, what holds it together once those are contested?

Gray separated a political level from a civilizational one. On the political level, he said, liberals see populism as an aberration. Since 2016, when Trump won and Britain voted for Brexit, he has heard at least 20 confident media predictions that populism had peaked. Liberals can treat it as a passing anomaly because they do not understand, or deny, their own role in creating it. His rough definition: "populism is what liberals call the political blowback against the social disruption produced by their own policies." They offshored industry and left parts of America as post-industrial wastelands. They removed controls on banking and abandoned the consensus on corporate rewards, leaving much of the middle class precarious.

He also pointed to political mistakes, such as Hillary Clinton calling a large share of Americans a "basket of deplorables." Gray, who said he gave a BBC radio talk about it soon afterward (in what he recalled as August 2016), asked what such voters were supposed to do: thank her for identifying their "morally atavistic subnormal characteristics"? When she said it, he thought "the game was up": Trump had found his ideal antagonist. Gray said he predicted before the election that Trump would win, and later that he would win again. The Democrats, in his view, had not changed how they saw the majority of the population, denied Biden's evident cognitive decline, and put up a candidate who did not move away from the positions that produced populism. They needed someone more substantial than Kamala Harris turned out to be. Liberals, he concluded, keep seeing populism as an inexplicable outbreak of irrationality and demagoguery. It partly is, he said, but they ignore the structural conditions and policies behind it.

Is there still a "Western civilization"?

On the civilizational level, Gray questioned whether the West ever was a single civilization. Before the First World War, he said, America was building itself as a civilization separate from Europe, which it called the old, dying, corrupt world, while it built a "city on a hill." He thinks this providential view of history, the belief that America is radically unlike anything before it, has revived. It is one of the deep reasons Fukuyama was so readily accepted in America.

Gray described his relationship with Fukuyama. They have talked perhaps half a dozen or a dozen times over 20 or 30 years, including in Beijing. Gray called him thoughtful, decent, and very influential, and said his best books are not his most famous ones; the work on the emergence of political order is really interesting. Still, Gray thinks Fukuyama is radically mistaken and meant exactly what he said. Reduced to an empirical prediction, Fukuyama's claim was that only democratic capitalist regimes would be considered legitimate in the future. Gray says almost the opposite has happened. Governments are now legitimated by economic growth, peace, law and order, and above all rising living standards, and on those measures Western countries are not the most successful. He doubted that the rest of humanity still wants, above all, to become like Western liberals, given what they see of Western capital cities, debt levels, and education.

As for an integral Western civilization, Gray said it cannot exist in the old sense. First, when Americans speak of Western civilization now, "they mean American nationalism." He recalled reading Samuel Huntington's The Clash of Civilizations twice, asking each time what Huntington meant by a civilization. His conclusion was that the book was "an entirely parochial contribution to an American debate about multiculturalism," and that by civilization Huntington meant America. Europe's civilizational inheritance is more complex: Eastern and Western Christianity, the Holy Roman Empire, nation-states, Jacobin radical republicanism, counter-revolutionary movements. It has also been changed by large-scale immigration. Gray said he is more skeptical than many of his friends on the post-liberal right that an integral European civilization can be revived.

What can be done, he argued, is to preserve and extend what was valuable in the different Western traditions, especially the old practice of tolerance, in which disagreement on fundamental questions was considered normal. Treating such disagreement as abnormal is dangerous. But disagreement also has a precondition. He cited Wittgenstein's point that there must first be agreement for there to be disagreement, and put it his own way: "Unless you have an idea of truth you have no use for doubt." Without a shared idea of truth, all that remains is what people feel or want. He sees this kind of subjectivism as a great danger, because then people cannot learn from one another and violence becomes "the only form of conversation left." He noted that for thinkers such as Hobbes and Ortega, politics was an alternative to war, or a mild form of it.

His example was abortion. Declaring that he is pro-choice "for the record," Gray argued that if one position is treated as the only possible one and all others as monstrous, people cannot live together. In an essay in the early 1990s, considered slightly crazy at the time, he suggested that if America descended into deep culture war, the trigger might well be abortion. The reason was that America had constitutionalized abortion as a right. Constitutionalizing a moral position that perhaps a quarter or a third of society considers diabolical makes social peace impossible. He also predicted that the judiciary would become a target of political capture: over time, opponents would set out to take over the Supreme Court. It took more than 30 years, he said, and Trump did it in his first term. The Court, once seen as embodying liberal values, is now unpredictable.

Democracy as one contender among several

Vallespín then turned to the crisis of democracy, citing a French professor who began a lecture with bad news (democracy is in crisis) and good news (it always has been). How deep is the crisis now, and could liberal democracy turn into something still called democracy that no longer is one?

Gray argued that all modern governments are forms of popular government. None rests on divine right any longer. All depend on delivering benefits: peace and what Hobbes called "commodious living," prosperity, safety in the streets, and above all economic growth. In that sense liberal democracy has "no unique priority." It is one competitor among several. Its main functional weakness is its capacity for growth and, in Europe especially, for technological innovation, where it has been overtaken by America (even Trump's "post-liberal, majoritarian" America) and by China.

He sketched one possible American future: Trump reaches the end of his term and is succeeded by J.D. Vance. Gray said this is one possibility, not necessarily the most likely. America might then become even more of an illiberal democracy, like Viktor Orbán's Hungary. Hungary is still democratic in that the government can be voted out, and Gray thinks it "not unlikely" that Orbán will fall in the next few years. But constitutional changes and concentrated media power mean it is no longer a liberal democracy in the familiar sense.

The other challenge is China. Under state-led capitalism, Gray said, China is advancing quickly and may be catching up with or overtaking the United States in AI (he cited DeepSeek), quantum computing, bioengineering, and other science-driven fields. Democracy cannot survive long if it becomes "a backwater of poverty, even relative poverty." The groups growing poorer, more precarious, more indebted, and more heavily taxed will resist, and anti-democratic movements will emerge, as they did in 1930s Europe. He cautioned that the analogy is imperfect, since the 1930s were largely shaped by the First World War's destruction of social and imperial structures. Democracies weighed down by apparently insoluble debt, intractable cultural divisions, and an inability to afford military strength will become more marginal, and the more marginal they become, the stronger the internal challenges to them.

The errors of authoritarians, and of democracies

Gray also stressed that authoritarian regimes make "gigantic mistakes," often larger than those of democracies. He said Xi erred badly over COVID, both in incubating it (he said it was probably incubated in Wuhan) and in an overly harsh and brutal shutdown. The Cultural Revolution and the Great Leap Forward cost tens of millions of lives, because in authoritarian systems there is no way for feedback to register.

Democracies, for their part, tend to repeat the same mistake, and his example was regime change. He opposed the Iraq war before it began. In the New Statesman he predicted that removing a dictatorship that had fused itself with the state would destroy the Iraqi state. Reality was worse than his forecast, he said: ISIS, the attempted genocide of the Yazidis, and a strengthened Iran as the only winner. "People say I'm pessimistic. I'm never as pessimistic as what actually happens." Everyone said it would never happen again, and then it happened in Libya. Vallespín suggested that Venezuela showed some learning. Gray agreed, but noted that people are now discussing regime change in Cuba and in Iran. Vallespín replied that Cuba is collapsing on its own. Gray granted this, but said Iran's "terrible regime" can still carry out ferocious repression and kill thousands. The learning, he concluded, has been narrow.

He warned that the West risks importing the authoritarian weakness if it tries to impose a single narrative on social media in the name of fighting disinformation. He acknowledged real problems there, including the re-emergence and popularity of "hideous forms of anti-Semitism" on American social media. But blanket censorship stops a society from understanding the underlying causes of, for instance, anti-immigrant sentiment, which may lie in real problems with social services, housing, and education. No form of government is free of these dangers. What matters in the end is the balance of benefits and costs as the population perceives it.

China as the counter-example, and what is worth defending

Vallespín called China the big counter-example, and Gray agreed. The Soviet Union was not an economic success outside defense and a few technologies, some copied or stolen from the West, and he said parts of it never regained the prosperity of the late Tsarist period. China is a success, and it has remained one as it has become more authoritarian under Xi. The Western prediction that authoritarianism would slow technological progress has, in Gray's words, been falsified, as Popper would put it. The belief that innovation requires an entrepreneurial liberal market is a Western myth, and the West clings to it because "they've got nothing else."

For Gray, this shows how weak Western self-belief has become. It no longer has a theological basis or even a strong philosophy of history. He thinks many Europeans secretly regard their period of global dominance as a historical accident, and he agrees it was one. That does not stop us from trying to preserve what we have inherited, he said. But tolerance and irony alone cannot sustain a society; people need commitments. His own is to human individuality. This is why he criticizes post-liberals who say everyone must belong to an integral community: what happens to those who belong to several, or fall between them? That value needs to be reasserted with confidence. Still, there is no recoverable integral Western civilization. Even if there were, its future would depend on the material and social benefits it delivers: peace, trade, exchange. Without those, he said, Western liberal democracy will disappear.

Hope without the myth of progress

Vallespín asked for a closing word of hope. Gray offered one. If we are returning, or have already returned, to the normal pattern of human existence, in which every society contains conflict and the world contains many regimes that do not converge, we should remember that countless people lived worthwhile lives under such conditions. Many also suffered, and women and other groups were excluded. But people fell in love, lived with deep passions as in Shakespeare's plays, and their lives ended in tragedy or comedy as they always have. The richness of human life and its possibilities has not been diminished. We should not make the meaning of our lives depend on "a rather shallow narrative of progress."

He recalled a memoir by a woman writer who said that during the Second World War she danced for five years and had the best dances of her life. He noted that many Europeans had a very different and far worse experience. But even trying circumstances can bring out not only people's courage but also their happiness. Life should not be treated as a prelude to a future that often does not come, or as a bet on a hypothetical state of progress. It is better to deal with circumstances as they are, cope with them, and enjoy them.

He then mentioned his short book Feline Philosophy, which he said is probably his best-selling book ever, and that this tells him something about cats. Cats do not live for an expected utopia, and they are not haunted by past harms until something reminds them. Humans carry unconscious memories that frame how they see the world. He and his wife recently lost their cat at age 23 after what he believes were 23 happy years. We can learn from other species, he said, as well as from wise writers such as Isaiah Berlin, whom he knew well, and Michel de Montaigne, who managed to be happy in a dangerous time.

So what is vanishing, in Gray's view, is not the possibility of happiness and fulfillment, but a secular myth of progress that people insist is essential. After his talks, he said, people have often told him: "If I believed what you did, Professor Gray, I'd stay in bed." His reply: "Well, stay in bed." You should not need a myth to get you out of bed.