Article on ‘THE SANITY OF MADNESS – The Art of Weaponizing Irrationality in Global Power Games’ by CS Venkat R Venkitachalam, Chairman, Bizsolindia Services Pvt Ltd (July 2025)

In the intricate chessboard of international politics, unpredictability is a double-edged sword – both a weapon and a warning. One of the most audacious strategies to emerge during the Cold War was rooted in Madman Theory, a calculated performance of irrationality meant to coerce adversaries through fear coupled with confusion. Famously employed by former U.S. President Richard Nixon during the Vietnam War, the theory hinges on a chilling premise; if a leader appears volatile enough to do the unthinkable, enemies will almost certainly hesitate to provoke him. Behind the façade of madness lies a cold, strategic logic – a psychological game where the perception of instability becomes a deliberate diplomatic tool. Though the term was popularised by U.S. President Richard Nixon, the intellectual roots trace back to thinkers like Niccolò Machiavelli, who in Discourses on Livy (1517) suggested that simulating madness could be a wise tactic. In the nuclear age, strategists like Daniel Ellsberg and Thomas Schelling further developed the logic, arguing that perceived irrationality could make otherwise incredible threats seem credible.  But as global dynamics grow more complex and nuclear thresholds ever more fragile, the question resurfaces: can chaos be peddled as statecraft or does it inevitably spiral into genuine peril?  In the high-stakes theatre of international diplomacy, where perceptions often rival power, few strategies have provoked as much intrigue and controversy as the Madman Theory. Born in the crucible of Cold War brinkmanship and revived in the volatile currents of 21st century geopolitics, this doctrine hinges on a paradox that appearing irrational might, in fact, be the most rational move of all. From Richard Nixon’s nuclear feints to Donald Trump’s Twitter-fuelled threats, leaders have wielded unpredictability not as a flaw, but as a calculated weapon – forcing adversaries to second-guess, hesitate, and sometimes yield. The Madman Theory is a strategic concept in international relations where a leader cultivates an image of irrationality or volatility to intimidate adversaries and gain leverage in negotiations. The idea is that if opponents believe that a particular leader is unpredictable or even unhinged, they may be more likely to yield to avoid provoking a disproportionate or catastrophic response. Yet beneath its theatrical surface lies a deeper question: does feigned madness truly confer strategic advantage or does it erode credibility and invite chaos? This article explores the historical roots, modern applications, and enduring tensions of the Madman Theory where the line between genius and recklessness is not just thin, but often deliberately blurred.

What appears on the surface as recklessness or instability may, upon closer scrutiny, reveal the contours of a masterful strategy. The so-called “madman” is not lost in chaos but is wielding it like a weapon – disarming opponents, obscuring intentions, and commanding the psychological high ground. In this grand theatre of power, unpredictability becomes persuasion, and irrationality becomes reason. The protagonist, far from being consumed by madness, is in fact a maestro of illusion – walking the fine line between fear and diplomacy, danger and deterrence. His genius lies not in losing control, but in making the world believe he might do what he threatens to do. In that deception lies his strength – and perhaps, his greatest safeguard.  In the context of the Madman Theory, individuals who deliberately projected irrationality, unpredictability or dangerous impulsiveness—whether in diplomacy, warfare, or politics – can be considered “mad men.” It’s important to note that this does not necessarily mean they were truly irrational or mentally unstable. Rather, they used the perception of madness as a strategic tool to achieve their political or military objectives.

Here are some prominent figures who have been viewed through the lens of the Madman Theory:

  1. Richard Nixon (USA): He was the President from 1969 to 1974. He never shied away from deliberately giving the impression that he was given to impulsive decision making. During the Vietnam War, Nixon wanted North Vietnam and the Soviet Union to believe that he was capable of anything even nuclear war, if provoked.  Nixon explicitly articulated the Madman Theory during the Vietnam War. He wanted North Vietnam and the Soviet Union to believe he was so obsessed with defeating communism that he might resort to deploying nuclear weapons. In 1969, he ordered a global military alert – Operation Giant Lance – sending B-52 bombers armed with nuclear weapons near Soviet airspace to signal his unpredictability. His chief of staff, H.R. Haldeman, quoted Nixon as saying: “I want the North Vietnamese to believe I’ve reached the point where I might do anything to stop the war.”  While the strategy failed to end the Vietnam War, it did unsettle the Soviet officials who reportedly found Nixon’s behaviour difficult to interpret.
  2. Nikita Khrushchev (USSR): Soviet premier Nikita Khrushchev sought to develop an image of a madman, which was accepted to some degree by U.S. policymakers. For example, Secretary of State John Foster Dulles said Khrushchev “could be expected to commit irrational acts” and was “essentially emotional.”
  3. Adolf Hitler (Germany): His calculated theatrical outbursts and brinkmanship created fear across Europe.  He used unpredictability to force concessions (e.g., annexation of Sudetenland, remilitarising the Rhineland).  In short, he had mastered the art of manipulation of perception.
  4. Joseph Stalin (USSR): Though deeply paranoid, Stalin also cultivated an aura of absolute ruthlessness. He instilled fear internally and externally to deter opposition. His purges and sudden decisions kept even close allies uncertain.
  5. Kim Jong-un (North Korea): The most visible modern-day example. Missile tests, threats of nuclear war, and erratic diplomacy keep the world on edge even today.  He often uses “madman” theatrics as a bargaining chip to gain aid, sanctions relief or recognition.
  6. Muammar Gaddafi (Libya): He was often portrayed as eccentric or irrational.  He used flamboyant behaviour, strange tribal alliances and unpredictability in international affairs to survive for decades despite immense internal opposition.
  7. Saddam Hussein (Iraq): He projected dangerous unpredictability to deter Iran and the West.  He famously bluffed about his country having Weapons of Mass Destruction prompting U.S. invasion that led to his eventual death and his country’s destruction.  He also used perceived madness to control regional rivals. No small achievement this.
  8. Some of these leaders may have had genuinely autocratic or delusional tendencies while others merely feigned madness as part of a larger strategy. The true “madman” under this theory is the one who pretends to be mad but remains coldly rational and calculating beneath the surface. In global politics, the mask of madness can be more potent than missiles. The real danger lies not in the madman himself, but in how the world reacts to his performance.

After having seen how this relatively obscure concept is playing out in real time now,  all that we have to do is to look at how Donald Trump, the US President has revived this risky and seldom talked about cold war strategy.  In the high-stakes theatre of international relations, leaders often rely on established playbooks of diplomacy, deterrence, and negotiation. Yet, throughout his presidency, Donald Trump frequently discarded the script opting for a volatile and unpredictable approach that left allies and adversaries alike perpetually off-balance.  Analysts quickly reached for a historical parallel to describe his strategy – the “Madman Theory.”  What follows here is an examination of the connection between the Madman Theory and Donald Trump and how well Trump embodied its principles and the contentious debates over its effectiveness and dangers.  By feigning irrationality, Trump aims to make otherwise non-credible threats credible. An opponent, believing they are indeed dealing with a “madman,” might become more cautious, avoid provocations and be more inclined to make concessions, fearing an unpredictable and catastrophic response. It is a high-risk psychological gambit designed to create leverage through fear and uncertainty.  From the outset of his presidency, Donald Trump’s actions and rhetoric appeared to be a modern-day application of this theory, whether by deliberate design or by natural inclination. His approach differed from Nixon’s – it is more public, more chaotic and directed at allies as well as adversaries – but the underlying principle of strategic unpredictability is unmistakable. Analysts keep debating whether Trump used a variant of Madman Theory, particularly with North Korea, Iran and China.  His unpredictability and incendiary rhetoric often unsettled allies and foes alike – possibly by design.

Key characteristics of Trump’s “madman” approach included:

 

  1. Explosive Rhetoric and Credible Threats: Trump’s threat to unleash “fire and fury like the world has never seen” on North Korea in 2017 was a prime example. The hyperbole was so extreme that it forced nations like North Korea and China to question whether he was truly capable of such an act, a departure from the carefully calibrated statements of his predecessors.
  2. Sudden and Drastic Policy Shifts: Trump’s abrupt decisions to impose tariffs on China, as well as on allies like Canada, Mexico, and the European Union, defied conventional economic and diplomatic wisdom. He repeatedly demonstrated a willingness to upend decades of established trade relationships, creating an environment where no agreement felt secure. During trade talks with South Korea, he reportedly told his negotiator to tell his counterparts: “This guy’s so crazy he could pull out any minute.”
  3. Withdrawal from International Agreements: His unilateral withdrawal from the Iran nuclear deal (JCPOA) and the Paris Agreement on climate change signalled that the United States under his leadership would not be bound by prior commitments. This unpredictability was a tool to force renegotiations and keep other nations guessing about America’s reliability and intentions.
  4. Personalised and Transactional Diplomacy: Trump often personalised disputes, framing them as tests of will between himself and other leaders. This approach, combined with his willingness to praise dictators one day and threaten them the next, shattered diplomatic norms and reinforced the perception that his policies were driven by impulse rather than a coherent and predictable strategy.

 

Having seen the US President in action thus far, let us look at where these strategies fit in as per the Madman Theory.

 

  • North Korea: Proponents argue that his aggressive stance brought Kim Jong Un to the negotiating table, a feat that had eluded previous administrations. The perceived risk of a “madman” with his finger on the button may have been a powerful motivator.
  • Trade Concessions: Some assert that the threat of unpredictable tariffs and trade wars coerced countries like Mexico, Canada, and South Korea into making concessions during the renegotiation of ongoing trade deals.
  • NATO Spending: His constant criticism and threats to withdraw from NATO arguably spurred some member nations to increase their defence spending. Today almost all the member states have upped their defence budgets to 5% of their respective GDP.
  • Bombing of Iran’s Nuclear Facilities: After having taken credit for ‘obliterating’ the nuclear sites just the other day, Trump is now fighting a pitched battle with the press on semantics.  Did the bombing obliterated the site or ended up in repairable damage to the facility.   There are theories like this where you do not normally deploy logic or reason.

 

Arguments against effectiveness of such posturing:

 

  • Erosion of Trust: The primary casualty of the strategy is trust. Allies feel they can no longer rely on the United States, potentially weakening long-standing alliances like NATO and pushing partners to seek more independent security and economic arrangements.1
  • Limited Long-Term Gains: Critics argue that the “victories” were often superficial. The North Korea talks ultimately stalled without achieving denuclearisation and the economic gains from revised trade deals were often marginal and offset by the damage caused by trade wars.
  • Risk of Miscalculation: The greatest danger of the Madman Theory is that the other side might actually believe the bluff and escalate the situation or that an unpredictable action could spiral into an unintended conflict.
  • Loss of Credibility: A key flaw in the theory is that if the “madman” repeatedly makes outlandish threats without following through, they can lose credibility. Furthermore, as some analysts point out, if the unpredictability appears to be a genuine impulse rather than calculated strategy, it becomes impossible for opponents to know what will satisfy the leader, making rational negotiation impossible.

 

Donald Trump’s presidency is proving to be a real-time experiment in applying the Madman Theory to 21st-century geopolitics. He demonstrated that projecting an image of irrationality and unpredictability can indeed disrupt the status quo and force other actors to react. However, the long-term consequences – a decline in the credibility of the United States, the alienation of key allies and an increased risk of global instability – suggest that while the madman may command attention, the collateral damage of his performance can be immense and long lasting. In the high-stakes theatre of international diplomacy, where perception often rivals power, few strategies have provoked as much intrigue – and controversy – as the Madman Theory. Born in the crucible of Cold War brinkmanship and revived in the volatile currents of 21st-century geopolitics, this doctrine hinges on a paradox: that appearing irrational might, in fact, be the most rational move of all. From Richard Nixon’s nuclear feints to Donald Trump’s Twitter-fuelled threats, leaders have wielded unpredictability not as a flaw, but as a calculated weapon – forcing adversaries to second-guess, hesitate, and sometimes yield.  Yet beneath its theatrical surface lies a deeper question: does feigned madness truly confer strategic advantage, or does it erode credibility and invite chaos? A leader indulging in this strategy is well advised to remember that the line between genius and recklessness is not just thin, but often deliberately blurred.

 

Unpredictability on the part of a person in a given situation is natural; but to pretend that one is unpredictable and act out that one is, is a fine art that very few have. Donald Trump is a much-maligned man around the globe.  But no one has accused him as a man endowed with great intelligence. Hence posturing as a madman have to be a well-thought-out strategy even for a person with a lower IQ.  It presupposes that he possess a basic level of situational awareness and social cunning. In fact, projecting unpredictability or irrationality can serve as a compensatory mechanism – a way to mask intellectual or strategic limitations by putting others on the defensive. The Madman Theory doesn’t strictly require high cognitive intelligence (IQ) in the conventional sense. What it demands is an understanding of perception management, a sense of timing and above all an intuition about how others respond to fear or uncertainty.  A person with lower IQ – but decent emotional intelligence, instinct, or street-smart cunning – can effectively deploy the “madman” persona to: distract others from their weaknesses, disrupt logical, step-by-step responses and gain leverage in negotiations or confrontations by being underestimated.  In fact, weaponising perceived irrationality is a poor man’s power tool. For someone who feels intellectually outmatched or disadvantaged, deliberate unpredictability can level the playing field by introducing chaos into a rational game, create a psychological fog that smarter adversaries cannot easily navigate.  Invoke caution in others – smarter people tend to be risk-averse and the threat of irrational behaviour can simply paralyse overthinkers.  In essence, a lower-IQ person may use the “madman” posture as a tactical equaliser- making it harder for sharper opponents to predict or pre-empt them. In local politics or business, some less articulate or less educated individuals deliberately adopt erratic or confrontational personas, making it hard for more polished counterparts to engage with them logically.  Their opponents may underestimate them or hesitate to even to provoke them, thus giving the “madman” some strategic space.  These individuals may not understand complex strategies, but they intuitively grasp something: “If I act crazy, they’ll think twice before messing with me.”  Ironically, the fallout of Madman behaviour- panic, over-preparedness, diplomatic and recalibration create gaps and vulnerabilities that the rational actor can exploit.  This allows the rational “madman” to occupy strategic space others vacate out of caution or miscalculation.  For someone with lower IQ but a good understanding of human behaviour, posturing as a madman can be a rational strategy, especially when intellect alone can’t win the game.

 

You don’t need to be a genius to play the madman. You just need others to believe that you are capable of doing what no rational person would. Their fear – not your intellect – is your power.

Thank you.

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A word on the Title:  Despite sounding oxymoronic, it seeks to imply that madness itself has a logic or purpose for being a method and not just a mask. It is an unsettling possibility that irrationality can be a system in itself. It is a statecraft as opposed to pure deception as perceived by many!