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Seyyed Mohammed Marandi, a professor at Tehran University and former adviser to Iran’s nuclear negotiators, joins the discussion amid rising tensions around Iran. He notes that the Strait of Hormuz has been temporarily closed for Iran’s military exercises, describing it as unprecedented and potentially a warning, while the United States continues to accumulate assets in the region, including the USS Gerald Ford entering the Mediterranean. He observes that given the scale of U.S. assets, it will be hard to reverse the momentum, and wonders how Iran views the severity of the situation and what an off-ramp might look like. From the outset, Marandi says a major confrontation seems likely, though it’s unclear whether it would involve actual military aggression. He asserts that the Zionist regime, the Zionist lobby, and the so-called Epstein class in the West would do anything to aid the Israeli regime, citing the U.S. ambassador to Israel who said that if the regime takes the whole region, that would be acceptable. He argues that Iran, Hezbollah, and the resistance in Iraq are the principal forces resisting the “greater Israel project,” while other regional governments—Erdogan, the Emirates, Egypt, Qatar, Jordan—are part of the American empire and unlikely to prevent Israeli gains until it is too late. He states that Iran will not back down and that there is no scenario in which the Americans win a potential war. Marandi emphasizes that Iran has said it would shut down the Hormuz if attacked, and that this would not be a last-resort measure. He recalls that in the twelve-day war (presumably 2021-2022), the conflict mainly involved Iran and the Israeli regime, with the Americans carrying out a token strike and not destroying the global economy; Iran does not desire to cause global economic suffering. He argues that Iran has friends worldwide, and ordinary people in many countries desire peace and the ability to earn a living. He contends that Gulf monarchies hosting U.S. bases have contributed to planning against Iran, and that Iran and its allies would respond with strong measures. If attacked, Iran would do everything to protect itself and would hit hard to bring down the global economy; the war would be costly and devastating for the United States and its Western allies. Regarding U.S. strategy, Marandi says the American plan for surprise is central, and he doubts Washington can win without a full-scale ground invasion, which would be economically unfeasible for the United States. He argues that the on-the-ground resistance in Iraq and Yemen, and the potential instability of Gulf regimes, would tempt political upheaval in those states. He asserts that the longer the conflict lasts, the more irreversible the damage, with Iran’s drones and missiles capable of striking oil facilities, ports, and ships across the region, threatening Gulf and Caucasus oil flows. Marandi critiques Western media coverage, accusing it of fabricating or inflating numbers about Iranian casualties and portraying Iran as the aggressor. He points to demonstrations in Iran—millions in Tehran and across the country on February 11—versus Western reports that try to depict the opposite, and he argues that independent Western journalists who witnessed Iranian demonstrations were attacked and smeared for challenging the narrative. He says the media’s role is to lay groundwork for war, and that in his view the “Epstein class” in the West has exposed itself. On negotiations, Marandi says the United States publicly focuses on Iran’s regional allies and military capabilities, not on the nuclear deal, and that Iran will not discuss its regional policy. He notes Iran’s insistence on negotiating with the Americans directly (not in a multilateral format) and in Oman, while observing that the talks are often used as deception. He asserts that Iran restarted indirect talks to show that it is not the aggressor, and that Tehran remains prepared for war but not initiating it. He argues that Iran’s preparations have strengthened its capabilities since the twelve-day war, with more drones and missiles directed at the United States and its proxies, and that Iran’s underground bases and air defenses have advanced. Concluding, Marandi says the window for a U.S. decision is limited by the regime’s costs, and that Iran’s home-field advantage, the widespread unpopularity of Gulf monarchies, and the broader resistance in the region would shape the outcome. He believes a U.S. victory is impossible, describing a scenario where, after heavy destruction and economic collapse, Trump would be forced to retreat under the guise of victory, with the West blamed for the catastrophe. He asserts that Iran will defend itself and that the global economy would suffer far greater damage than Iran’s own infrastructure, with mass movements of people worldwide as a consequence. He closes by affirming his commitment to continue communicating despite the risks.

Mario and Glenn discuss the evolving Iran–U.S. confrontation after Trump’s speech and recent military actions. They explore whether Trump is seeking an off-ramp and how Iran might respond, focusing on strategic leverage around the Strait of Hormuz, escalation dynamics, and regional implications. - Trump’s posture and off-ramp: Mario notes Trump’s speech yesterday seemed like a threat if Iran doesn’t grant an off-ramp, with comments suggesting further precision attacks if peace isn’t achieved quickly. Glenn agrees Trump is signaling for an off-ramp but warns the President lacks obvious military targets to push Iran toward surrender. Both acknowledge Trump’s dual tendency to escalate while also hinting at ending the conflict. - Strait of Hormuz as leverage: The discussion emphasizes that Iran’s ability to control, or at least influence, the Hormuz strait is a key factor in determining the war’s outcome. If Iran maintains dominance over Hormuz, they can set transit conditions, demand concessions, or push for non-dollar trade. The speakers agree that Iran can “hold on to the Strait of Hormuz” to prevent a clean U.S. victory, making it a central bargaining chip. - Historical lens on victory and war termination: Glenn argues that raw military power often doesn’t translate into lasting political victory, citing Vietnam and the Iraq war as examples, and notes Iran views the conflict as existential for legitimate reasons. Trump’s stated goal of “destroying everything of infrastructure and energy” would raise global energy prices and provoke Iranian retaliation against Gulf states, complicating U.S. aims. - Possible outcomes and shifts in posture: They consider multiple scenarios: - If Trump off-ramps, Iran might reciprocate, potentially halting strikes on U.S. bases and negotiating terms around Hormuz. - If the U.S. presses ahead or escalates, Iran could intensify attacks on Gulf states or even Israel, leading to broader regional destabilization. - A mutually acceptable security framework may require the U.S. to reduce its Middle East footprint while Gulf states participate in a collective security arrangement over Hormuz. - Israel’s veto power and potential U.S. decisions: Israel’s security considerations complicate any exit, but the U.S. might act unilaterally if core national security interests are threatened. - Ground troops and regional dynamics: Both acknowledge the ambiguity around ground deployments; Trump’s denial of ground troops conflicts with the impulse to escalate, creating a paradox that makes miscalculations likely. The possibility of renewed ground involvement remains uncertain, with skepticism about sustaining a ground campaign given logistics and supply constraints. - Regional actors and diplomacy: They discuss whether a broader regional rapprochement is possible. Iran’s willingness to negotiate could depend on assurances about its security and status quo changes in the Gulf. Tasnim News reports Iran and Oman are developing a joint maritime protocol for Hormuz in the post-war period, with Iran planning a toll-based framework for tanker traffic, signaling monetization and control even as Hormuz reopens for the world. - NATO, U.S. defense spending, and leadership changes: The conversation touches on geopolitics beyond Iran, noting a forthcoming $1.5 trillion defense budget and a leadership shift at the U.S. Army, with secretary of war P. Hexath ordering the Army chief of staff to retire, signaling a potential reorientation of U.S. military strategy. - Israel–Iran–Gulf triangle: They consider how Iran’s actions could affect Israel and Gulf states, noting that Iran’s retaliation could prompt U.S. or Israeli responses, while Gulf states struggle with the economic and security repercussions of sustained conflict. - Timing and next steps: Mario predicts the war could end soon, driven by off-ramps and Iranian willingness to negotiate, whereas Glenn cautions that the conflict will likely continue given the deep-seated security demands and the strategic importance of Hormuz. Both acknowledge daily developments could shift trajectories, and express cautious optimism that some form of resolution may emerge, though the exact terms remain uncertain. - Final reflections: The discussion closes with reflections on how fragile the current balance is, the possibility of a peace-through-strength stance, and the high stakes for global energy markets, regional stability, and the international order. Mario thanks Glenn for the dialogue, and they sign off.

The discussion centers on the U.S. military buildup in the Middle East amid tensions with Iran and the broader regional dynamics driving the potential conflict. Key points include: - Military posture and numbers: The 82nd Airborne Division and 5,000 U.S. Marines are traveling to the region, with CENTCOM confirming roughly 50,000 U.S. troops already there. President Biden previously acknowledged that American forces were “sitting ducks” and that an attack was imminent. The hosts note that ground forces are arriving by Friday, with the Marine Expeditionary Unit from the Pacific on station soon, and reference a pattern of rapid escalation around Fridays into Saturdays in past conflicts. - Public reaction and political stance: Representative Nancy Mace says she will not support troops on the ground in Iran, even after briefing. The panel questions what powers she or others have to restrict presidential war powers, noting a perception that both parties are in lockstep on war funding. - Open-source intelligence on deployments: There is a reported flow of special operations elements—Delta Force, SEAL Team Six, Task Force 160, 75th Ranger Regiment—into or toward the Middle East, with multiple flights of SEACEs and C-17s observed in the last 48 hours. The discussion emphasizes the significance of such ground-force movements and their possible outcomes. - Iranian messaging and claims: An IRGC spokesman claimed that if the American public knew the true casualties, there would be outrage, and that “all American bases in the region have effectively been destroyed,” with American soldiers “hiding in locations adjacent to these locations and they are basically being hunted down.” - Expert analysis on negotiations and off-ramps: Doctor Trita Parsi of the Quincy Institute argues that an off-ramp would require behind-the-scenes talks and cautions that the 15-point plan reportedly leaked to the Israeli press is not a basis for serious negotiation. He suggests a diplomacy path could involve sanctions relief and restricted military actions, but warns the public leaks risk undermining negotiations. - Israel’s role and objectives: Parsi states that Israel has aimed to sabotage negotiations and that Netanyahu’s objectives differ from U.S. aims. He suggests Israel desires a prolonged war to degrade Iran, while Trump’s objective may be to declare victory and withdraw. The panel discusses how Israeli influence and regional actions (Gaza, West Bank, Lebanon) relate to U.S. strategy and regional stability. - Saudi Arabia and other regional players: New York Times reporting indicates Saudi Crown Prince Mohammed bin Salman privately lobbied Trump to keep the conflict going and even push for boots on the ground. The Saudi position is described as complex, with the foreign ministry potentially opposing war tones while MBS may have privately supported escalating the conflict. The guests discuss whether Saudi wealth is tied to the petrodollar and how a potential Iranian escalation could impact the region economically and politically. - Iran’s potential targets and escalatory capacity: Iran could retaliate against UAE and Bahrain, which are closely linked to the Abraham Accords and Israel. Iran’s capacity to strike urban centers and critical infrastructures in the Gulf region is acknowledged, and the discussion underscores the risk of significant disruption to desalination plants and strategic assets. - Propaganda and public perception: Iran released a viral video portraying global victims of U.S. and Israeli actions; the panel notes the messaging is aimed at shaping U.S. domestic opinion and demonstrates the intensity of propaganda on both sides during war. - Two emphasized “truths” (from Parsi): first, there has been a misperception about the efficiency of Iran’s missiles due to media censorship and selective reporting; second, U.S. and Israeli interests in the region have diverged, calling for a reassessment of national interest over coalition pressures. - Additional context: The conversation touches on U.S. military readiness, enrollment trends, and the broader historical pattern of wars shaped by executive decisions and external influences, including pressure from regional powers. The discussion ends with thanks to Dr. Parsi and an invitation for future conversations.

Seyyed Mohammed Marandi, speaking from Islamabad where US-Iranian negotiations are taking place, says the talks have collapsed. He asserts that the United States behaved with arrogance, sought to dictate terms, and did not respect Iranian sovereignty or independence. He characterizes the Trump regime as having attempted to force Iran to lose and claims the United States is becoming an openly extremist regime, with media and think tanks reportedly naming negotiators as targets. He states that Iran is returning to its position after the collapse and that the situation remains open to future developments. The interviewer notes that Washington Post coverage and Western rhetoric have included calls to murder negotiators, and asks where the most difficult point in the negotiations was. Marandi responds that the United States does not accept Iranian sovereignty and wants control over the Strait of Hormuz; he says Iran views its nuclear program as legitimate and legal within international law, while the United States demands capitulation. He argues the US was not serious from the outset and suggests the talks may have been a ploy to gather more information about individuals, though Iran sought to engage publicly to demonstrate a search for solutions. He mentions that doctors Vandebaut and the speaker of parliament made the right move in engaging publicly but had long been skeptical about any meaningful outcome. Marandi notes significant regional context: the Israeli regime is reported to be slaughtering civilians in Lebanon and Gaza, while Western media and governments are said to overlook these actions. He predicts a high likelihood of renewed aggression against Iran and asserts that Iran has spent the 40-day war reorganizing and strengthening its defensive and offensive capabilities, having learned from prior conflicts. He emphasizes that Iran has not initiated wars since the revolution and that responses have followed Western escalations. He argues that there are no factions within the Trump regime that are distant from the Zionist lobby and asserts that the negotiations showed that Vance and his aides intended to push for capitulation, not a negotiation. The discussion then turns to possible mechanisms for peace, including US opposition to Iran’s control of the Strait of Hormuz and potential toll arrangements involving Iran and Oman. Marandi says he has not been briefed on the latest details but that the issue was discussed; he reiterates that Iran’s control of the Strait is in accordance with international law, even as he notes the law of the jungle prevailing in practice. He asserts that Iran did not carry out aggression and that US demands are unacceptable at multiple levels. Marandi expresses optimism about regional dynamics, arguing that Western narratives are unreliable and praising Iran’s stance and sacrifices by groups like Hezbollah in Syria and Palestine. He contends that the empire will be defeated and that the Islamic Republic will emerge as a power in Western Asia, opposing ethnosupremacism and genocide. Regarding potential US actions if negotiations end, Marandi warns that the US could attack, but Iran would retaliate by destroying oil and gas infrastructure in the Persian Gulf, potentially leading to a broader energy crisis. He contends that any blockade would further harm the global economy and asserts that Trump’s course could push the world toward a global economic depression. He attributes US incentives to the Israeli regime rather than American public interest, suggesting that certain US allies’ priorities align with Israel over global stability. He says he will seek to obtain a fuller picture on the ground upon returning from Islamabad and notes that Vance’s tone appeared more positive than Kushner or Wittkopf at times, though the situation remained fluid.

Speaker 0 and Speaker 1 discuss the unfolding conflict with Iran, focusing on miscalculations, strategy, and potential trajectories. - Speaker 1 says the war is a major miscalculation, identifiable before it began. Signs were evident: movement of military equipment, force postures, and statements suggested that absent an eleventh-hour change by Trump, the plan was to use prepositioned forces and enablers for sustained combat. He notes this pattern matches previous experiences in which the U.S. saw a buildup as a precursor to war, citing Russia’s 2022 invasion and his own observations of earlier prepositioning, logistics, air support, refueling, and large-scale aviation assets (C-17s, C-5s, fighter jets, aircraft carriers). - He argues Iran’s leadership intended to pursue war rather than negotiation, pointing to what he calls a central missed opportunity: the Oman foreign minister’s Friday-night submissions to the Iranian negotiator offering zero reprocessing, stockpile reductions, and at least preliminary talks on long-range missiles and proxies. He asserts that if the Trump administration had accepted those terms, a ceasefire or settlement might have been possible; instead, he claims the next morning’s attack signaled that negotiations were never the aim. - Regarding U.S. objectives, Speaker 1 says the stated aims from Trump were unattainable given Iran’s resolve and the regime’s calculations that fighting a war with the U.S. is less risky than submitting to U.S. demands. He cites a New York Times report indicating Iran believed war with the U.S. was a viable risk, yet he notes Iran’s leadership now appears to be consolidating support at home and regionally after the Ayatollah’s assassination and the subsequent martyrdom of Qasem Soleimani’s successor in Iran’s internal narrative. - On battlefield dynamics, he emphasizes that Iran’s force deployment is not merely pressure but designed for use, with extensive underground facilities capable of withstanding sustained pressure. He forecasts continued high-intensity operations for a period, but warns the U.S. faces a tightening window: if the Iranian side holds firm and the U.S. cannot sustain supplies and missiles, the U.S. could reach a crisis point. - He discusses possible ceasefire dynamics and political reaction: Trump’s suggestion of a ceasefire could be “complete BS” if the Ayatollah’s position remains solid; the martyrdom and regional protests strengthen Iran’s stance. He expects continued escalation and a hardening of Iran’s demands, including sanctions relief or designation changes, should the conflict drag on. - On regional response, Speaker 1 notes that Iran has drawn regional actors into the conflict, with protests supporting Iran across Iraq, Pakistan, Bahrain, Oman, Kuwait, Jordan, Saudi Arabia, and Israel. He says many Iranians—though opposed to the regime—are unlikely to embrace Israel or the United States as a path out of the crisis, given decades of antagonism and past betrayals by Western powers. - Regarding U.S. vulnerabilities, he says there are reports of U.S. casualties (three killed, five seriously wounded, others lightly wounded) though some figures are disputed; the public reporting may lag behind direct sources. He mentions possible gaps in air defense and the risk of shortages in interceptors as drones and missiles proliferate, warning that Iran could escalate if U.S. stocks are depleted. - Looking ahead, Speaker 1 argues the conflict is a battle of wills and a war of attrition. The U.S. attempted a “cheap” approach with naval and air power but no ground forces; Iran appears ready to continue long enough to force concessions. He warns the Iranian threat could extend to oil infrastructure and the broader economy if the United States or its regional partners target Iran’s energy sector, potentially broadening the conflict. - In sum, he characterizes Iran’s strategy as all-in, aiming to impose pain to compel a negotiated settlement unfavorable to the U.S., while the U.S. faces a narrowing margin to sustain supply chains, missiles, and air defenses as the conflict potentially drags on for weeks to months. He cautions that the escalation ladder remains with higher rungs available, including strikes on energy infrastructure, if the conflict widens.

In a discussion with Glenn about rising US-Iran tensions and the prospect of war, Syed Mohamed Marandi, a professor at Tehran University and former adviser to Iran’s nuclear negotiation team, outlines several key points and scenarios. - He asserts that Iranians are preparing for war, with the armed forces building new capabilities and underground bases, while ordinary Iranians remain calm and continue daily life. He notes large demonstrations on February 11, with up to 4,000,000 in Tehran and 26–34,000,000 nationwide, seen as a show of solidarity against what he calls Western “rioters or terrorists” and against aggressive posturing by Israel. He stresses that Iran government negotiations will be framed around Iranian sovereignty: Iran will not negotiate who its friends are, who its allies are, or give up its rights to a peaceful nuclear program or enrichment, but could consider a nuclear deal. He argues any new deal would not revert to JCPOA terms given Iran’s technological advances and sanctions. He says a deal is unlikely under current conditions, though not impossible, and that even with a deal, it wouldn’t necessarily endure long. Ultimately, Iran is portrayed as preparing for war to deter aggression and preserve sovereignty. - The conversation discusses broader regional security, linking Israeli-Palestinian issues to potential peace. Marandi argues that Zionism has ethnosupremacism and that Western media often whitewashes Israeli actions in Gaza, the West Bank, and Lebanon. He emphasizes that a genuine peace would require recognizing Palestinian humanity and restoring fair treatment, arguing that a one-state solution could be the only viable path given the West’s failure to secure a lasting two-state arrangement. He contends the West has allowed colonization of the West Bank and that only a one-state outcome will resolve the situation, while portraying growing international hostility toward the Netanyahu regime and Zionism, including among young Jews. - On possible US strategies, Marandi rejects the notion of token strikes, arguing that even limited actions would invite broader conflict and potentially false-flag provocations that could be used to escalate toward war. He warns that Iran would respond with full force and could target US bases, naval assets, and regional interests, potentially shutting the Strait of Hormuz or sinking ships, with widespread economic ramifications. He predicts a regional war involving Iran’s allies in Iraq (where PMF played a key role against ISIS) and Yemen, and Hezbollah, suggesting that Arab Gulf regimes hosting US bases would likely collapse quickly in such a conflict. He stresses that Iran’s missile and drone capabilities are heavily focused on the Persian Gulf area and that war would be existential for Iran and its allies, but a dangerous, protracted challenge for the United States. - The potential consequences of US oil and petrochemical disruption are discussed. Marandi notes that Iran could retaliate against Iranian tankers or, conversely, seize Western tankers in response to piracy. He emphasizes Iran’s comparatively lower dependence on oil exports due to sanctions and sanctions-driven diversification, arguing that attacking Iran would backfire economically for the US and its allies. He also highlights that such a war would be regional, not just Iran versus the US, given Iran’s relationships with Iraq, Yemen, and other actors, and that Gulf regimes would be under immediate pressure. - Regarding current US leadership and narrative control, Marandi critiques the inconsistency of Western narratives around regime change, human rights, and democracy, pointing to the Epstein files as revealing a distrustful climate in Western politics. He argues Western media often uniformly pushes a narrative of Iranian repression while ignoring or whitewashing similar or worse actions by Western allies. He suggests that the lack of a cohesive, credible Western narrative signals a shift in geopolitical dynamics and could limit the ability to mobilize public support for aggressive actions against Iran. - They also touch on US-Israeli diplomacy, noting Trump and Netanyahu’s posturing and the Epstein documents’ potential implications. Marandi contends time is not on the side of aggressive policy, given midterm political pressures in the US and growing public skepticism about war, which could undermine leadership like Trump and Netanyahu if conflict escalates. The discussion ends with acknowledgment of the complexity and volatility of the situation, and gratitude for the opportunity to discuss it.

Professor Seyyed Muhammad Marandi and Glenn discussed the widening of the war and what Yemen’s entry means for the escalation, as well as how Iran interprets attacks on it and its own targeting. - Yemen’s entry into the war is described as very important. Marandi notes the United States previously waged war on Yemen last year and withdrew, which he says demonstrates Yemen’s significance. With the US engaged against Iran, its ability to focus on Yemen is reduced, giving Yemen more room to maneuver. Iraq’s resistance has been striking US targets and could go further; Yemen’s capabilities have likely grown, and its current targets are limited but could expand to striking Saudi oil facilities or entering the Arabian Peninsula, including potentially closing the Red Sea or striking Israeli and US assets. - He recalls past dynamics of the Yemen conflict, including the seven-yearSaudi-led campaign backed by much of the world, the blockade on Yemen that blocked medicine and food, and Yemen’s eventual leverage via strikes on Saudi oil and gas installations that contributed to a ceasefire. Today, Yemen could “easily take out Saudi oil installations and cut Saudi imports from the Red Sea completely,” and could blockade the Red Sea or strike Israelis or US assets in the Indian Ocean. He asserts Yemen has been developing capabilities swiftly, similar to Iran and Hezbollah, and argues the West consistently underestimates such actors. - The escalation ladder remains high, and if the US or Israel escalates, Iran’s side will escalate too. Global energy, fertilizer, and petrochemical shortages are increasing, intensifying international pressure on Trump and anger toward Israel and Netanyahu. Marandi believes Iran’s escalation dominance is present, although they have not yet demonstrated their maximum capabilities. - He references a book, Going to Tehran, as a contrast to US policy: if the US had chosen a different route a decade ago, the current critical situation might be different. Instead, he says policymakers listened to Zionist influence and a small oligarchy, leading to the current climate of possible catastrophe from the Mediterranean to the Red Sea, Iraq, and Iran. - On the US-Israel coordination, Marandi suggests joint operation is likely, pointing to an Israeli strike on the South Pars gas installation as a test that led to Iranian retaliation, and argues President Trump’s stated deadlines to strike Iranian infrastructure were used to manage markets, notably oil prices. He asserts the pattern shows the US delaying or intensifying threats for market control, while Iran retaliates when threatened. - Ground forces and potential deployments: UAE signals strongest engagement among Gulf states, with islands claimed by the UAE that Iran took in 1971. Marandi argues that no Persian Gulf Arab regime is capable of fighting effectively; their role is to provide bases, airspace, and territorial access for the US. Iran, however, has prepared for potential ground operations for decades and believes it could counter any invasion with underground bases and a wide range of weapon systems that go beyond missiles and drones. He posits scenarios where Iraqi forces and Yemen could strike into Kuwait or Northern Saudi Arabia, complicating US options. - Regarding resilience, Marandi emphasizes Yemen’s and Iran’s enduring capacity to resist: Yemen “won the seven-year genocidal war” against the US-backed coalition and is now more prepared; Iran’s resilience is linked to its Islamic and Shia identity, symbols like martyrdom, and a population that remains mobilized despite leadership assassinations and external pressure. He cites public demonstrations in Tehran and widespread civilian backing, as well as ongoing strikes and bombings against Iranian targets, which he says continue to provoke Iranian retaliation rather than deter it. - In terms of outcomes and negotiations, Marandi says Iranian demands will have to be met, though the method is negotiable: reparations could be pursued from regional actors like the Emirates and Saudis rather than the US. Iran would require benefits for its regional allies (Hezbollah, Yemen, Palestinians, Iraqis). He warns that without concessions, further invasion remains a risk, implying that time is not on the side of the West because energy and petrochemical shortages will escalate. He also emphasizes that the real core issue is control over oil, LNG, petrochemicals, and fertilizer, and that the US would face severe economic and social disruption if those supplies are cut off. - The conversation ends with a note of hope that, despite the grim prospects, there is optimism for a better future, even if the days ahead look darker.

CENTCOM reports more than 10,000 U.S. sailors, Marines, and airmen, along with over a dozen warships and dozens of aircraft, are enforcing a blockade of ships entering and leaving Iranian ports. In the first 24 hours, no ships passed the blockade, six merchant vessels turned around and reentered an Iranian port in the Gulf of Oman, while other reports claim two U.S.-sanctioned Iranian ships and another Panamanian ship managed to pass. With mixed accounts of what’s getting through and what’s blocked, the discussion turns to Scott Ritter, a former UN weapons inspector, who has been closely tracking the situation. Ritter and the hosts discuss the Strait of Hormuz and what the United States can actually do there. They speculate the U.S. plan is to block at the opening of the strait. Reports of mixed passage capabilities are noted, including a quip about Iranian embassies posting that “you cannot block someone who blocked you,” and the group questions how such blocking would work and whether it could be followed by firepower, given a current ceasefire. Concerns are raised about what would happen if a ship simply proceeds in defiance. The possibility of firing on merchant vessels is framed as piracy, and there’s mention of threats against U.S. ships from Iran. The ceasefire’s remaining duration is noted as only a few days, with online betting markets (Polymarket) showing odd optimism that the conflict could end imminently, which is questioned by the panel. The conversation broadens to regional implications: Lebanon is seen as not halted by the current actions, and Gaza ceasefire violations persist amid ongoing rhetoric and Hezbollah presence. The discussion shifts back to awaiting Ritter’s input. When Ritter appears, he weighs in on whether the blockade can be escalated and what Iran’s response might be. He argues that if the United States wanted to resume pre-ceasefire behavior, it could bomb Iran, absorb Iranian missiles, and endure destruction to U.S. infrastructure, but that is unlikely, as the blockade is “a joke” used for posturing to justify negotiations. He suggests a political off ramp is sought, with a resumption of negotiations likely on Thursday through Pakistan, since the blockade’s effectiveness is limited and other nations have told the United States to “pound sand.” Regarding the blockade’s impact, Ritter notes that most Iranian shipping has already moved out of the trade routes or is skirting the coast, and major actors like China, Russia, and India have signaled they will not be pressured by the blockade. He challenges CENTCOM to show one instance of boarding a Chinese vessel to turn it around, while noting the U.S. Navy would risk being sunk if challenging shipping along Iran’s coastline. He stresses that a blockade is technically an act of war, and the United States would need a new description for its current actions. On nuclear negotiations, Ritter states Iran does not have a nuclear weapons program and that there is no evidence of one sustaining past claims; he argues that the 60% enriched uranium is a provocation and explains that Iran’s leadership has claimed enrichment to maintain leverage in negotiations. He recounts past discussions with Iranian officials about limiting enrichment to 3.75% under IAEA supervision, arguing that Iran has the right under the NPT to possess the totality of the nuclear fuel cycle and that a mutual agreement could permanently limit higher enrichment pathways, potentially resolving the issue. He criticizes U.S. and Israeli positions and asserts that Israel’s influence is obstructing a straightforward resolution. The discussion touches on U.S. policy shifts and the idea that Netanyahu’s influence is affecting negotiations. Ritter concludes by reiterating that a realistic off ramp and negotiations are the preferred path, with a termination of the blockade and a resumption of talks anticipated. The hosts thank Ritter for joining and note audience appreciation from viewers who view his insights as truthful.

The host notes the ceasefire appears to be over after Israel scuttled Trump’s plans for a two-week peace; the Wall Street Journal reports that Netanyahu was furious he wasn’t included in the peace plan discussions. The host says Israel wasn’t formally part of Iran negotiations and was unhappy it learned a deal was finalized late and wasn’t consulted, according to mediators and a promoter familiar with the matter. Speaker 1 interjects apologetically, then remarks that online narrative suggests that if you say Israel led the US into this war, you’re antisemitic, which they call antisemitic, and speculate that they’re all antisemitic. Speaker 0 describes Israel as throwing a tantrum “like a toddler” after the peace plan’s collapse and launching massive airstrikes on residential buildings in southern Lebanon, supposedly with no military purpose. Speaker 2 counters that civilians are involved and mentions tunnels under the area. Speaker 0 notes these attacks also targeted Iranian and Chinese Belt and Road Initiative infrastructure, calling it a direct attack on China, and claims at least 250 people were killed in these attacks on civilian apartment complexes in southern Lebanon. Speaker 1 adds that bombs continue to hit Beirut, with images described as horrific; there are 256 confirmed deaths at that point. Israel is also ramping up attacks in Gaza and the West Bank, which some warned would happen once the ceasefire was announced. Speaker 3 states that Netanyahu says the ceasefire with the US and Iran “is cute, but it doesn’t really have much to do with Israel,” and that Israel will keep fighting whenever they want, noting that two weeks were announced but not the end of the world. Acknowledgment follows that “we were not surprised in the last moment.” Calls for Netanyahu’s resignation in Israel rise. Iran announces it will close the Strait of Hormuz; the Trump administration says water will open but contradicts Fox News reporting that tankers have been stopped due to the ceasefire breach. Fox News reports raise concerns about whether the plan is credible. Speaker 4 mentions that Iran’s parliament says the ceasefire is violated in three ways: noncompliance with the ceasefire in Lebanon (civilians being slaughtered), violation of Iranian airspace, and denial of Iran’s right to enrichment; Iran insists uranium enrichment remains part of the deal, while the Trump administration claims they will not enrich uranium. Speaker 5 adds that Iran’s ability to fund and support proxies has been reduced, claiming Iran can no longer distribute weapons to proxies and will not be able to acquire nuclear weapons; prior to the operation, Iran was expanding its short-range ballistic missile arsenal and its navy, which posed an imminent threat to US assets and regional allies. The host counters that June had claimed “done enriching uranium,” but Iran says they will do whatever they want, having “won the war.” Speaker 6 asks how one eliminates a proxy’s ability to distribute weapons if the weapons and proxy networks already exist. Speaker 1 notes the points are contentious and shifts to a discussion with Ryan Grimm from Dropside News. The host, Speaker 0, asks Grimm to weigh in on the 10-point plan circulated as Trump’s plan, which Grimm says is not a formal document and not necessarily accurate; a “collection of different proposals” from Iran that was “collected into a single proposal” and later claimed to be new when presented as a new 10-point plan. Grimm describes the process as inconsistent and says the administration’s narrative has become convoluted. A segment follows about a centenarian, Maria Morea (born 1907, died 2024 at 117), whose gut microbiome showed diverse beneficial bacteria; studies of long-lived people show similar patterns, suggesting longevity relates to daily habits and gut health. The sponsor pitch for kimchi capsules is included, noting it provides gut-beneficial bacteria with Brightcore’s product, offering a discount. Speaker 0 returns to the ceasefire discussions, arguing that Israel’s actions indicate it does not want peace. Grimm expands, saying Israel is in a worse position than before and aims to push north into Lebanon and perhaps target maritime resources; Iran’s control of the Strait of Hormuz would elevate its regional status, with Belt and Road targets implying a significant structural shift. The host questions whether Trump would abandon Netanyahu if necessary and whether Trump would throw Netanyahu under the bus to stop the war. Grimm suggests Trump may prefer an out to avoid broader conflict, while noting the political stakes in the US and international responses. The discussion then revisits how Netanyahu allegedly sold the war to Trump and cabinet members, with New York Times reporting that the aim was to kill leaders, blunt Iran’s power, and potentially replace the Iranian government, while acknowledging that the initial strikes did not achieve regime change and that Iran’s ballistic missiles and proxies have been affected by the conflict. The segment closes with a humorous analogy to a Broadway line about a fully armed battalion.

The conversation centers on Israel’s war with Iran and its broader regional implications, with Speaker 0 (an Israeli prime minister) offering his assessment and critiques, and Speaker 1 pushing for clarification on motives, strategy, and policy directions. Key points about the Iran war and its origins - Speaker 0 recalls learning of the war on February 28 in Washington, and states his initial reaction: the United States’ claim that Iran is an enemy threatening annihilation of Israel is understandable and something to be supported, but questions what the next steps and the endgame would be. - He argues that Iran, through proxies like Hamas, Hezbollah, and the Houthis, posed a global and regional threat by arming missiles and pursuing nuclear capacity, and asserts that Iran deserved punishment for its actions. He raises the question of whether the outcome could have been achieved without war through a prior agreement supervised by international bodies. - He emphasizes that the lack of a clear, articulated next step or strategy undermines the legitimacy of the war’s continuation, even as he concedes the necessity of addressing Iran’s nuclear ambitions. - He also notes that the war affected the global economy and regional stability, and stresses the importance of coordinating a path that would end hostilities and stabilize the region. Speaker 1’s analysis and queries about U.S. interests and Netanyahu’s influence - Speaker 1 questions the rationale behind U.S. involvement, suggesting that strategic interests around the Strait of Hormuz and Iran’s nuclear program were not the only drivers, and cites reporting that Netanyahu presented Iran as weak to push Trump toward regime change, with limited pushback within the U.S. administration. - He asks how much influence Netanyahu had over Trump, and whether the war was pushed by Netanyahu or driven by broader strategic calculations, including concerns about global economic consequences. - He notes that, even if Iran was making concessions on nuclear issues, the war’s continuation raises concerns about broader U.S. and global interests and the potential damage to European and allied relationships. Israeli-Lebanese dimension and Hezbollah - The discussion moves to Lebanon and the question of a ground presence in the South of Lebanon. Speaker 1 asks whether Netanyahu’s administration intends annexation of Lebanese territory and whether there is a real risk of such plans, given the recent destruction of villages and the broader context of regional diplomacy. - Speaker 0 distinguishes between military necessity and political strategy. He says the ground operation in southern Lebanon is unnecessary because Hezbollah missiles extend beyond 50 kilometers from the border, and he argues for negotiating a peace process with Lebanon, potentially aided by the international community (notably France), to disarm Hezbollah as part of a larger framework. - He asserts that there are voices in the Israeli cabinet that view South Lebanon as part of a Greater Israel and would seek annexation, but he insists that such annexation would be unacceptable in Israel and that disarming Hezbollah should be tied to a broader peace with Lebanon and Iran’s agreement if a negotiations-based settlement is reached. - The idea of integrating Hezbollah into the Lebanese military is rejected as artificial; disarmament is preferred, with the caveat that Hezbollah could not be dissolved as a military force if Iran remains a principal backer. Speaker 0 suggests that a Hezbollah disarmed and integrated into Lebanon’s political-military system would require careful design, potentially with international participation, to prevent Hezbollah from acting as an independent proxy. War crimes and accountability - The participants discuss imagery like a soldier breaking a statue of Jesus and broader allegations of misconduct during the Gaza war. Speaker 0 condemns the act as outrageous and unacceptable, while Speaker 1 notes that individual soldier actions do not represent an entire army and contrasts external reactions to abuses with a broader critique of proportionality in Gaza. - Speaker 0 acknowledges that there were crimes against humanity and war crimes by Israel, rejects genocide, and endorses investigations and accountability for those responsible, while criticizing the political leadership’s rhetoric and the behavior of certain ministers. - They touch on the controversial death-penalty bill for Palestinians convicted of lethal attacks, with Speaker 0 characterizing the Israeli government as run by “thugs” and criticizing ministers for celebratory conduct, while Speaker 1 argues that such rhetoric inflames tensions. Two-state solution and long-term vision - The conversation culminates in Speaker 0 presenting a long-standing two-state plan: a two-state solution based on 1967 borders, with East Jerusalem as the capital of Palestine, and the Old City of Jerusalem not under exclusive sovereignty but administered by a five-nation trust (Saudi Arabia, Jordan, Palestine, Israel, and the United States). - He asserts that this approach represents an alternative to the current government’s policies and reiterates his commitment to opposing Netanyahu’s administration until it is replaced. - They close with mutual acknowledgment of the need for a durable peace framework and reiterate that Hezbollah’s disarmament must be a condition for normalization between Israel and Lebanon, while cautioning against artificial or compromised arrangements that would leave Hezbollah armed or entrenched.

Dr. Trita Parsi, cofounder and executive vice president of the Quincy Institute, analyzes the current Gulf dynamics amid the ceasefire discussions and regional volatility. - Israel–Saudi normalization’s core flaw: these arrangements were intended to secure U.S. commitment to regional security rather than enable the U.S. to disengage. The normalization linked U.S. security guarantees for Israel with those for several GCC states as a counterweight to Iran, but after October 7 the basis for that alignment began to erode amid Israel’s actions in Gaza. - Post-Oct 7 shifts: Saudi officials increasingly said Iran is not the region’s problem; Israel is. This undercut the Abrams Accord, which was seen largely as an anti-Iran coalition. Iran has managed to survive and, in some ways, strengthen, controlling key leverage points like the straits, and conveying that threats of U.S. force against Iran are not highly effective. - U.S. strategic trajectory: the current dynamics may push the United States to accelerate its exit from the Persian Gulf. This could leave Saudi Arabia in a position where it must recalibrate with Iran—potentially angrier but more powerful—while also considering how to respond to Iran’s actions in the war and its own security concerns. - Saudi–Israel implications: without a reliable U.S. shield, Saudi Arabia might drift back toward closer ties with Israel, though domestically that would be difficult. The Saudis had hoped for continued U.S. backing until Iran was significantly checked; given there were no viable escalatory options for the U.S. in the war, staying in could have produced worse outcomes, whereas exiting poses risks of instability and reshaping alliances. - Host’s interpretation of the ceasefire: the host questions whether the ceasefire is genuine or a lull to restock weapons, while Parsi emphasizes the timeline issue—interceptors and THAAD remnants take years to replenish, and two weeks is insufficient for a real reset. He suggests Trump’s possible aim might be to exit the region, not secure a deal, leaving Iran to control the Strait and Israel to decide its own path thereafter. - Historical analogies: Parsi likens U.S. occupation decisions to Bremer’s post-2003 Iraq policies, arguing that exiting could have avoided amplifying regional instability and the rise of insurgent problems, even if the outcome would still be painful. - Overall takeaway: the future may involve the United States stepping back, Iran consolidating strategic leverage in the Strait of Hormuz, and Saudi Arabia facing a choice between recalibrating its regional strategy with Iran and coordinating more closely with Israel, all amid unresolved tensions and limited U.S. military capacity for a quick rebuild.

The discussion centers on the ongoing tensions with Iran, the potential for American military involvement, and the role of media and ideology in shaping public perception. The speakers express a critical view of how the situation is being managed and portrayed. Key points about the Iran situation: - President Trump publicly claimed “we’ve won the war against Iran,” but the panel notes Israel’s public interest in a broader outcome, specifically regime change in Iran, which would require boots on the ground rather than air strikes. - It is argued that air strikes alone cannot achieve regime change; the Israeli military, even with about 170,000 active-duty soldiers plus reservists, would need American boots on the ground to accomplish such aims against a larger Iranian army. - Senators, including Richard Blumenthal, warned about the risk to American lives in potentially deploying ground troops in Iran, citing a path toward American ground forces. - The new National Defense Authorization Act renewal could lead to an involuntary draft by year’s end, a concern raised by Dan McAdams of the Ron Paul Institute who argues it treats citizens as owned by the government. - There is tension between Trump’s public push for a quick end to conflict and Netanyahu’s government talking about a larger, more prolonged objective in the region, including a potential demilitarized zone in southern Lebanon akin to Gaza’s situation. - Iran’s new supreme leader Khomeini issued a televised statement threatening to shut the Strait of Hormuz until the United States begs and vowing vengeance for martyrs, signaling that the conflict could continue or escalate beyond initial claims of victory. - The panel highlights potential escalation, including the possibility of nuclear weapons discussion by Trump and concerns about who controls the war, given factions within Iran and differing US-Israeli goals. Tucker Carlson’s analysis and warnings: - Carlson is presented as having warned that a war with Iran would be hard due to Iran’s ballistic missile arsenal aimed at US bases and allies’ infrastructure, and that it would push Iran closer to China and Russia, potentially undermining the US. - Carlson emphasizes the lack of a clear, publicly articulated endgame or exit strategy for the war, arguing that diplomacy has deteriorated and that the US appears discredited in its ability to negotiate peace. - He discusses the governance of Israel and the idea that some Israeli leaders advocate for extreme measures, referencing “Amalek” language used by Netanyahu to describe enemies, which Carlson characterizes as dangerous and incompatible with Western civilization’s values. - Carlson argues that American interests and Israeli strategic aims diverge, and questions why Israel is the partner with decision-making authority in such a conflict. He notes the US’s reliance on Israel for intelligence (with Israel translating SIGINT) and suggests that Israel’s endgame may be to erode American influence in the region. - He also suggests the war is being used to advance a broader political and ideological project, including America’s pivot away from foreign entanglements; he asserts that certain power centers in the US and in media and defense circles benefit from perpetual conflict. - Carlson discusses the moral framework around targeting and civilian casualties, asserting that there is concern over the ethical implications of autonomous targeting and the potential for AI to play a role in warfare decisions. - He notes the possibility that AI involvement in targeting decisions exists in other conflicts, though in the Iran situation, he mentions that a human pressed play in the specific case of an attack (the school near an Iranian base), while coordinates may have come from other sources, possibly shared by Israel. - Carlson discusses media dynamics, describing mainstream outlets as “embedded” with the defense establishment and questioning why there isn’t a robust public discussion about the war’s endgame, exit ramps, or the true costs of war. Media, propaganda, and public discourse: - The panel critiques media coverage as lacking skepticism, with anchors and outlets seemingly aligned with the administration’s war narratives, raising concerns about “access journalism” and the absence of tough questions about goals, timelines, and consequences. - Carlson and participants discuss the use of propaganda—historically, Disney and the Treasury Department in World War II as examples—arguing that today’s propaganda around Iran relies on pop culture and entertainment to normalize or justify intervention without clear justification to the public. - They argue that contemporary media often fails to examine the ethics and consequences of war or to question the necessity and legitimacy of continuing conflict, suggesting a broader risk of technology-enabled control over public opinion and civil discourse. White House dynamics and internal debate: - The guests discuss the possibility of internal disagreement within the White House, noting that while some senior figures had reservations, external pressure, particularly from Netanyahu, may have pushed the administration toward action. - They touch on the strategic ambiguity surrounding US forces in the region, noting that while large-scale ground invasion is unlikely, special forces and other assets may be deployed, with civilian and military costs disproportionately affecting American families. - The conversation also explores concerns about civil liberties, surveillance, and the potential for centralized control of information and warfare technologies to influence domestic politics and social cohesion. Overall, the dialogue presents a multifaceted critique of the handling and propulsion of a potential Iran conflict, emphasizing the risk of escalatory dynamics, the clash of strategic goals between the US and Israel, concerns about democratic consent and media accountability, and the ethical implications of modern warfare technology.

Syed Mohamed Marandi discusses the collapse of the Islamabad negotiations and the wider implications of the current U.S.-Iran confrontation. - On what happened in Islamabad: Iran participated despite low expectations, aiming to show willingness to resolve the crisis if Americans are reasonable and to ensure the world sees Iran’s efforts. The Iranians believed the United States lacked will to make progress. During talks there was some progress on various issues, but near the end the United States shifted to a hard line on the nuclear program and the status of the Strait of Hormuz. Vance claimed Iran wanted to build a nuclear weapon, a claim Marandi notes was contradicted by former counterintelligence official Joe Kent’s resignation letter. Netanyahu reportedly maintains direct influence, with Vance reporting to Netanyahu daily, which Iran views as undermining an agreement. Netanyahu’s insistence on control and “being the boss” is presented as a central obstacle to any deal. The ceasefire in Lebanon was touted as failing, with Netanyahu and Trump accused of conspiring to wreck it, and Iran’s actions after the ceasefire aligned with this view. The Iranian delegation flew back by land after the flight to Tehran was diverted, reflecting the perceived danger and the Washington Post piece calling for the murder of negotiators. Iran’s approach is framed as attempting to resolve the problem while signaling willingness to negotiate if U.S. policy becomes reasonable. - On the blockade and its consequences: The U.S. blockade on Iranian ports has just begun and will likely worsen the global economic crisis, pushing more countries to oppose the United States. China is angry as Washington dictates terms against oil and trade in the region. The blockade could be used to strangle China’s energy supplies, creating a double-edged impact by simultaneously worsening the global crisis and pressuring U.S. allies. Iran says it may respond by striking ships in the Red Sea and blocking the Red Sea and the Gulf of Oman if the blockade continues. Iran notes it has substantial financial resilience from oil sales at higher prices without middlemen, with about 100 million barrels left to sell after selling half of its declared oil stock, and it views energy shortages as likely to trigger broader economic disruption, including shortages of helium, LNG, and fertilizers. - On war readiness and possible outcomes: Iran anticipates a major assault and is preparing defenses and offensive capabilities. Iran argues negotiations were not taken seriously by the United States and believes the U.S. is buying time. Iran would view victories as having the United States back down, preserving Iran’s rights, and protecting its regional allies, with a long-term ceasefire. Iran contends it should control the Strait of Hormuz to prevent future aggression and seeks compensation for damages caused by the conflict, emphasizing sovereignty over Hormuz and peace for Lebanon, Gaza, Iraq, and Yemen. Iran states that if the U.S. and its regional proxies strike, Iran would respond by targeting energy and infrastructure in the Persian Gulf. - On broader geopolitical shifts and regional dynamics: Marandi argues the current crisis accelerates a move toward a multipolar world, with the United States’ hegemonic position eroding. The UAE is portrayed as pushing for war, while other Gulf states are increasingly wary. He predicts a possible land invasion of Iran, but emphasizes Iran’s long-term preparedness and resilience. Weather and terrain are cited as factors likely to complicate a potential U.S. invasion, particularly in the hot summer conditions of the region. - On potential definitions of “victory”: Iran’s victory would involve U.S. backing down, Iran preserving its rights, a long-term ceasefire, and sovereignty over the Strait of Hormuz. A broader victory would see the end of supremacism in Palestine and the end of genocidal actions in Lebanon, with peace across the region as a key objective. The discussion ends with the notion that a shift toward an American focus on its republic, rather than empire, would benefit global stability.

In the dialogue, Seyyed Mohammed Marandi, a Tehran University professor and former Iran nuclear negotiation adviser, discusses the prospect of renewed U.S. aggression against Iran and the stability of any ceasefire. He says that since the ceasefire began, preparations for war in Tehran have been ongoing “twenty four hours a day,” driven by the belief that Trump will not accept defeat and that the “Zionist lobbying” and the Israeli regime remain behind the war. He suggests that although it is not certain, a new round of conflict could erupt over a weekend or soon after markets close, noting that the U.S. and Netanyahu’s positions previously clashed with ceasefire terms. He recounts that Iran had insisted on an off-ramp when Netanyahu accepted the ceasefire, but Trump then claimed the Strait of Hormuz would remain open while maintaining a siege on Iranian ports, implying that an off-ramp was possible but not pursued. Marandi emphasizes that the Strait of Hormuz was never closed by Iran, except to ships linked to adversaries, and argues that the escalation followed Netanyahu’s actions despite Iranian signals. He asserts that even if a limited agreement allows more ships through, the broader pain from any renewed conflict will persist, potentially causing a global economic depression if critical infrastructure is destroyed or if negotiations on Hormuz or Gaza/ Lebanon ceasefires are delayed for weeks due to fighting. On the U.S. side, the host notes that the U.S. was in trouble and desperate, pointing to missile defenses and ammunition shortages as signs of strain, and remarks that Trump accepted Iran’s 10-point plan as a ceasefire framework but later abandoned it, while presenting an extended ceasefire as a favor. Marandi agrees that Trump’s actions have been inconsistent and that the Iranians might expect the U.S. to pursue assassinations and infrastructure strikes again, with Iran prepared to retaliate robustly. A key point is Iran’s stated willingness to escalate in response to attacks on its leadership and critical infrastructure. An Iranian MP, associated with the Islamabad delegation, reportedly warned that if any assassinations occur, Iran will target leaders of Arab regimes in the Persian Gulf (Kuwait, Bahrain, the Emirates, Qatar, Saudi Arabia) because they are complicit in the war. The discussion outlines that Iran would retaliate not only against Israeli targets but also within the Persian Gulf region, potentially striking infrastructure and power facilities, with implications for the region’s electricity and climate conditions during the hot season. Marandi argues that Iran has already demonstrated strategic restraint, saying that Iranian authorities aim to minimize civilian casualties and that Iranians would respond to attacks on critical Iranian infrastructure by striking broader targets in the Israeli regime and in regional partners. He contends that Iran does not initiate escalation but escalates in response, pointing to past cycles where Iran’s retaliation was effective without targeting civilians. He notes that Iran has assets across its mountainous interior, including deep underground factories and bases, which he claims the United States underestimates, leading to miscalculations about Iran’s missile and drone capabilities. Regarding the broader geopolitical landscape, Marandi notes rising Western and Israeli concerns about Iran’s expanding influence, while acknowledging growing sympathy for Iran in parts of the world, including some shifts in India and Latin America. He highlights the Putin-Trump dynamic, suggesting Putin’s meeting with Iran’s Foreign Minister and Russia’s praise for the Iranian people signal a strengthening axis of resistance against Western pressures. He also remarks that Iran’s resilience under sanctions and its ability to mobilize regional allies, such as Hezbollah, complicates Western expectations of quick regime change. Finally, Marandi suggests that Iran’s role on the global stage is shifting perceptions of Iran’s strength and legitimacy, and he foresees continued pressure, potential escalation, and a regional balance of power that narrows Western maneuvering space as the crisis evolves.

The conversation centers on Iran, potential U.S. action, and the wider strategic spillovers across the Middle East and beyond. The speakers discuss what prompted a delay in striking Iran, the likelihood of a broader attack, and how regional and great-power dynamics might unfold. - On why a strike against Iran was postponed, the consensus from the guest is that Netanyahu asked for more time to prepare for defending against Iranian missiles and to enable a larger attack footprint. The guest also cites public statements by U.S. figures supporting a bigger operation: Lindsey Graham emphatically said last Friday that the delay was so we can go bigger; General Jack Keane stated that military operations would target political and military leaders and destroy their military infrastructure to take the regime out. The guest emphasizes that the most likely scenario is an expanded target set and greater combat power in the region to defend bases and improve the attack’s effectiveness, rather than a symbolic strike. - Regarding whether Russia or China would become involved, the guest doubts active involvement by either country, but suggests indirect support or intelligence help could occur. The logic is that direct involvement would be costly for these powers, though they might assist Iran indirectly. - On the readiness and capability of Iran, the guest argues Iran is now far more prepared than in the twelve-day war. They note that insiders were purged after the prior conflict, defenses were strengthened, and missile production likely accelerated since June, with production areas shielded from prior attacks. Iran’s ability to respond quickly and with significant damage is viewed as higher, and the guest warns that if Iran experiences an existential threat, it could abandon restraint and retaliate in a way that makes a broader war more likely. - The discussion covers U.S. bases in the region, where the guest concedes that the U.S. air defense is not at the level of Israel’s Iron Dome and David Sling, THAAD, and other integrated systems. Some bases lack robust defense against ballistic missiles, drones, and other threats, and, while 30,000 U.S. troops remain in the area, the overall air-defense capability is described as insufficient to stop all Iranian missiles. - Would Iran strike Gulf nations directly to pressure them to push the U.S. to end the war? The guest says not likely, arguing that Iranian leadership has signaled a preference for good relations with Gulf states and that attacking Gulf bases or cities would create more enemies and complicate Iran’s strategic posture. - A decapitation strike targeting leadership is considered plausible by some but deemed risky. The guest notes Iran has continuity of government plans and could designate successors; even if leadership is removed, a power vacuum could ignite internal fighting. The possibility of an existential attack by Iran—coupled with a broader regional war—could be catastrophic and is something to avoid. - The discussion turns to Lebanon, Hezbollah, the Houthis, Hamas, and the broader spillover risk. The guest suggests that if Iran’s retaliation is strong and Hamas or Hezbollah see an opportunity, there could be escalations, including potential involvement by Turkey. However, Iran would likely avoid opening new fronts that would diffuse its capability to strike U.S. bases in the region. - The problem of Iran’s internal diversity is highlighted: Persians, Azeris, Kurds, Lurs, Arabs, Baluchs, and Turkmen, among others, complicate any post-regime-change scenario. The guest argues Iran could fragment, but emphasizes that a successful Western-backed regime change could still lead to civil strife rather than a stable replacement, warning of a “textbook failed regime change” akin to past Middle East interventions. - On NATO and Western unity, the guest asserts NATO is dead or in deep trouble, citing European leaders who doubt U.S. stability and reliability. He notes European politicians discuss building an autonomous European security architecture, implying growing European reluctance to rely on U.S. leadership for defense. - Greenland as a strategic issue: the guest argues there is no rational military need for Greenland for security, and that the notion of occupying or militarizing Greenland is driven more by Trump’s personal preferences than strategic necessity. He points out that even if Greenland were militarized, Russia and China would have little to gain, given logistical and strategic barriers. - Finally, the future trajectory: the guest predicts Iran will likely be pressed hard in a large strike but warns that the consequences could be severe, including regional destabilization, potential civil conflict inside Iran, and long-term strategic costs for the U.S. and its European partners. He suggests that as long as the U.S. overextends itself in multiple theaters (Iran, Greenland, Ukraine, Venezuela), global stability and the U.S. economic footing could be endangered. The guest closes by highlighting the uncertainty of Trump’s next moves, citing possible abrupt shifts and cognitive concerns that could influence decisions in unpredictable ways.

In a discussion about the Iran confrontation and its wider implications, Glenn and John Mearsheimer analyze the sequence of events and underlying dynamics behind President Donald Trump’s statements and policy shifts. - Trump’s two Monday tweets frame the episode: an initial threat to “wipe Iran off the face of the earth” to force concession, followed by a reversal to announce a ceasefire based on Iran’s 10-point plan. Mersheimer emphasizes that this sequence reveals Trump’s desperation to end the war and to secure a ceasefire quickly, then to shift to negotiations with Iran’s plan as the basis. - The framework of the negotiations is contrasted with the US’s prior maximalist aims. The United States had demanded four core goals: regime change, Iran’s nuclear enrichment cessation, elimination of long-range missiles, and cessation of support for groups like the Houthis, Hezbollah, and Hamas. Mersheimer notes none of these have been realized, while Iran reportedly gains leverage through control of the Strait of Hormuz. - The Iranian 10-point plan is presented as a basis for negotiations that would, in effect, concede the big US demands. Trump’s evening tweet signaling acceptance of the 10-point plan is read as a defeat for the US position and a shift toward Iranian maximalism on its own terms. The claim is that the ceasefire, if it occurs, would involve concessions that Iran had already proposed. - The feasibility of a ceasefire is questioned. Iran’s open Strait of Hormuz depends on Israel halting attacks in Lebanon (on Hezbollah), which has not happened. Therefore, a true ceasefire is not in place, and the Israelis’ actions are seen as undermining any potential halt to hostilities. - The broader strategic picture is outlined. Iran’s leverage includes allied groups (Houthis, Hezbollah, Hamas) and the ability to close chokepoints like the Strait of Hormuz or the Bab el-Mandab strait via the Houthis. The discussion notes Iran’s large missile/drone arsenal and potential to threaten American bases, though Mersheimer stresses that sanctions and the prolonged war have devastated Iran’s economy, which complicates assessments of its strength. - The role of external powers and economies is highlighted. Mersheimer argues that the global economy—especially oil and fertilizers—drives the push to end the conflict. He suggests China and Pakistan, with Russian input, pressured Iran to negotiate, given the global economic risks of a prolonged war. He also notes that the New York Times reported that all 13 US bases in the Gulf were damaged or destroyed, undermining U.S. presence there. - Domestic political concerns are discussed. Trump’s ability to declare victory while acknowledging defeat creates a political hazard. Vance is presented as a potentially capable negotiator who could press for a ceasefire, but there is concern about internal political blowback if he concedes too much. - Israel’s position is considered crucial. Netanyahu’s government is described as having promoted the war, and the war’s outcome is said to damage U.S.-Israel relations. There is speculation that Israel may consider drastic options, including nuclear consideration against Iran, given the perceived failure of conventional means. - The Ukraine war and its relation to the Iran conflict are explored. If Iran’s war ends or is perceived as winding down, European capacity and willingness to support Ukraine become central questions. The U.S. may shift blame to Europe for Ukraine’s defeat if Russia advances, while withholding weapons to Ukraine to avoid further strain on U.S. stockpiles. - The discussion on rationality in international relations emphasizes that states act rationally when their decisions align with a plausible theory of international politics and a sound decision-making process. Mersheimer argues Europe’s behavior toward the U.S. is not irrational, though he criticizes its liberal-theory basis (NATO expansion) as potentially misguided but not irrational. He contrasts this with Trump’s Iran attack in February 2029, which he deems irrational due to a lack of a plausible theory of victory. - The multipolar world dynamic is reinforced. The war’s outcomes are viewed as weakening U.S. ability to project power, diminishing transatlantic cohesion, and boosting Russia and China’s relative position. The loss of Gulf bases and diminished American influence are expected to push Europe toward greater strategic autonomy, with NATO potentially becoming less meaningful by 2029, depending on future leadership. - Final notes include concerns about the political risk for Vance as a negotiator, the likelihood of a difficult peace process, and the possibility that misperceptions and propaganda—analyzed through historical parallels like the Vietnam War and Walter Lippmann’s ideas—have locked leaders into an “evil enemy” narrative that complicates peacemaking. Overall, the conversation portrays Trump’s messaging as a sign of desperation to end a costly conflict, the ceasefire as a fragile construct dependent on Iranian terms, Iran’s expanding leverage in the region, the fragility of U.S.-Israel and transatlantic bonds, and a shifting global order moving toward multipolarity with lasting economic and strategic consequences.

Seyyed Mohamed Marandi, a professor at Tehran University and former adviser to Iran’s nuclear negotiations, joins Glenn to discuss the latest dramatic escalations in the war with Iran. Marandi describes a multi-front confrontation: an attack near the Buchāe Nuclear Power Plant, repeated assassinations of Iranian leaders, and a recent strike on South Pars, the world’s largest natural gas field. He argues Iran has leverage in the region through control of the Strait of Hormuz, capabilities in missiles and drones, and a navy that is largely subterranean and prepared to move into the Persian Gulf, Gulf of Oman, and Indian Ocean when needed. He contends the U.S. leadership miscalculated Iran’s response and that Trump’s threats to obliterate Iran did not materialize. Marandi suggests a shifting operational dynamic: “the operational control has shifted from The United States to the Israeli regime,” with Israel selecting targets and the U.S. agreeing to cooperate. He posits that the Israeli regime may seek escalation to destroy oil and gas assets in the Persian Gulf, possibly with U.S. backing, while Iran signals it will escalate if Israel or U.S. targets strike Iranian infrastructure. He argues the United States is “stuck with the Strait Of Hormuz,” while Iran “holds all the cards.” He notes that escalations have thus far failed to achieve strategic objectives, and that the martyrdoms have mobilized Iranian society rather than demoralized it, citing massive demonstrations in Tehran and at funerals, including the funeral for Doctor Larijani and for naval officers killed in attacks on an Iranian vessel. On retaliation and potential scenarios, Marandi says Iran could respond against strikes on its key facilities; if the U.S. or its allies act to “destroy Iranian key installations,” Iran will “hit back,” with implications for the global economy if oil and gas infrastructure are damaged. He highlights that Yemen could become a more active theater, capable of threatening the Red Sea and potentially disrupting the Bab al-Mandab passage, which would complicate oil routes if Hormuz were already shut. He notes strikes against Qatar and Saudi Arabia may have occurred and asserts Yemen might “enter the full war,” with the UAE and Saudi campaigns increasingly pushing the region toward broader conflict. He argues that while US troops in the region could attempt to “open up the Strait of Hormuz,” Iran could counter with missiles and drones from within its borders, potentially targeting ships or installations far from the coast, and that any limited success by the U.S. would be outweighed by broader disruption and losses to Western interests, including petrodollars and regional assets. Marandi emphasizes the problem with a ceasefire as a solution: Iran’s foreign minister stated Iran does not want a ceasefire, but a political settlement, arguing ceasefires allow the enemy to regroup. He contends the settlement must be inclusive of Iran’s regional allies and address “the facts on the ground”—not just a paper agreement. Iran’s demands include regional security arrangements that ensure Iran’s security without being forced into another short-term ceasefire, reparations for damages, and structural changes to how Gulf security is arranged so Iran does not feel threatened by U.S. forces or by Israeli actions. He predicts a long, sustained conflict if the United States and its allies insist on injections of force, arguing the Iranian public now views Western actions as unacceptable and that Iran is prepared for a protracted contest. Marandi also challenges Western framing of legitimacy and moral authority, criticizing those who label Iran or others as “evil” while failing to acknowledge their own governments’ actions. He contends that the West’s support for allied regimes in the Persian Gulf has long funded aggression and he asserts that these regimes will not be able to return to their prior influence or behavior. He ends by noting Iranians’ broad unity and willingness to defend the Islamic Republic, regardless of external pressure, and he suggests that the United States will eventually have to withdraw, allowing a new regional order to emerge.

- Speaker 0 recounts a conversation with vice president JD Vance, who called from his plane after returning from Washington. The discussion centered on the development—and what was described as an explosion—of negotiations, with the American side not willing to tolerate Iran’s alleged violation of the agreement by failing to open cross-border crossings and ceasefire commitments. The central issue for the United States, per JD Vance as relayed, is the removal of all enriched material and ensuring that there is no more enrichment in the coming years, potentially for decades. - Speaker 1 echoes and expands on this, asserting that the information confirms Joe Kent’s statements about Israel pushing the Trump administration to move the goalposts and demand harsher terms from Iran in order to prolong the war. They argue that Israel’s actions are driven by a need to prolong the conflict, implying it is not in the United States’ or Iran’s interest to continue the war, and suggesting that Israel’s interference undermines a potential settlement. - The speakers present Barak Ravid’s (the Israeli journalist) reporting as further corroboration, describing Netanyahu at a cabinet meeting as having discussed Vance’s call from the plane and reiterating the claim that the American side could not accept Iran’s alleged violations. The central issue remains removal of enriched material and preventing any future enrichment for decades, a shift they frame as a change from prior understandings. - The discussion references Joe Kent’s resignation letter, interpreting it as evidence of shifting goalposts imposed by Israel and reinforcing the claim that Iran’s enrichment levels were being framed as an existential threat requiring zero enrichment, a stance the speakers say Iran never agreed to. They argue that a deal could be reached about uranium enrichment levels and monitoring that would end the war and reopen the Strait of Hormuz if the United States subordinated Israeli demands to its own interests. - The speakers imply a pattern of influence where JD Vance’s statements and actions are contrasted with what they describe as pressure from Netanyahu and other Israeli figures to derail negotiations. They claim Jared Kushner publicly celebrated a Gaza-related policy outcome they view as aligning with long-standing plans that purportedly prioritize private Israeli interests over American policy, and they allege Kushner’s demeanor signals a lack of restraint despite negotiations failing to produce peace. - The speakers imply, without endorsing, that the ongoing actions and disclosures point toward a broader strategy by Western and allied actors to escalate toward a wider conflict, including World War III, with long-term aims of shaping global governance structures. They suggest that Western leaders are preparing for a major conventional war and acting without public consent or scrutiny, framing recent events as part of a deliberate trajectory toward broader confrontation. Note: Promotional content and advertising by Speaker 2 (yellowshrimpstore/alexandrapshore products) has been excluded from the summary.

Professor Seyed Mohammad Marandi joins the program to discuss a fast-escalating confrontation involving Iran, Israel, and the United States, with warnings of a potential global crisis. He emphasizes, repeatedly, that Iran is retaliating rather than initiating, and that Western media has downplayed the start of hostilities. Key points and claims as presented: - Recent strikes targeted Iran’s nuclear facilities and energy-related sites. Israel attacked the Bosher (Bushehr) and Natanz facilities; Iran reportedly retaliated against Dimona in Israel, with attacks occurring near the Israeli nuclear site rather than the plant itself. - Trump has issued a 48-hour ultimatum to Iran to open the Strait of Hormuz, threatening to strike Iran’s energy fields if Iran does not capitulate. Iran’s military leadership warned that if the United States proceeds with threats, they would strike energy facilities and desalination plants across the Gulf states, with the claim that such actions could spell “the end of this state.” - Marandi asserts the war began earlier, with U.S.-Israel aggression about eight to nine months ago, and Iran has been retaliating in response to Israeli strikes on Iranian infrastructure. He cites Iran’s responses to the South Pars gas field strikes and subsequent retaliations against Qatari and Emirati energy facilities as signals that Tehran will respond to escalation. - He contends that Iran’s leadership believes escalation will place greater costs on the other side, given Iran’s access to assets across the Persian Gulf and the potential to destroy Western targets. He warns that a strike on Iran’s vital infrastructure could trigger a global economic catastrophe, with cascading consequences such as mass displacement and industrial collapse. - Marandi criticizes Western media, the UN Security Council, and regional regimes allied with the U.S. and Israel for condemning Iran’s retaliation while not addressing the Israeli-U.S. aggression. He describes Western media as “Epstein class controlled” and calls for deterrence that remains credible. - He argues Iran possesses escalation dominance: confronting greater Western military capabilities with more robust regional assets and allied groups (including the axis of resistance). He asserts that if the United States expands the conflict to attack Iranian territory or regional infrastructure, Iran would respond by destroying assets on the other side of the Persian Gulf, potentially leading to the fall of allied regimes. - The discussion touches on potential consequences if Iran escalates to the destruction of Gulf energy infrastructure or desalination plants: global energy shortages, food insecurity due to fertilizer and agricultural disruptions, and a broader collapse of the world economy. - The role of regional proxies and geopolitics is explored. Azerbaijan’s Aliyev regime, Iraqi factions, Yemeni resistance, and Gulf regimes are discussed as vulnerable to Iranian retaliation or as complicit in the broader conflict. Marandi suggests that any move by the U.S. to invade Iranian territory would provoke severe retaliation across multiple fronts, including in the Arabian Peninsula and Red Sea. - The possibility of broader geopolitical chain reactions is considered: Europe’s energy dependence, Russia’s position, and potential shifts in North Africa and the Middle East. He states that Europe is losing influence, and Russia could gain strategic advantages as the conflict deepens. - The refugee and humanitarian dimension is acknowledged. Iran hosts many refugees, complicating regional dynamics if conflicts worsen. - On leadership and probability, Marandi casts Trump as unpredictable, with statements and threats oscillating; he predicts a grim trajectory unless deterrence is credibly maintained, and he suggests that even a withdrawal or ceasefire would not be straightforward, given the on-the-ground realities and Iran’s demands. - He concludes with a broad warning: a global catastrophe is possible if escalation continues, and while Iran seeks to deter and respond proportionally, the path to de-escalation remains uncertain, with the possibility that the world could be drawn into a larger—and potentially third-world-war—conflict. Overall, the conversation frames Iran as retaliatory and strategically calculating, asserting that escalation could become uncontrollable and produce widespread economic, political, and humanitarian devastation unless restraint and credible deterrence prevail.

Speaker 0 begins by noting a new escalation in the war: after the president's Easter-weekend speech, the United States struck a massive bridge in Tehran, described as part of Tehran’s pride because it would cut about an hour from Iranians’ commutes. Trump posts, “the biggest bridge in Iran comes tumbling down, never to be used again,” and says, “Make a deal before it’s too late.” He warns that nothing is left of what could still become a great country. Speaker 1 responds with skepticism about the administration, mocking the idea of “the Nord Stream pipeline” being blown up as a lie by the prior administration. Speaker 0 notes that Trump boasted about the bridge strike on Truth Social and questions the strategic value of targeting civilian infrastructure, comparing it to striking the Golden Gate Bridge and asking whether that would be labeled a war crime. Iranian retaliation follows: a strike at the center of Tehran (clarified as Tel Aviv in error in the transcript) with a ballistic missile, causing a neighborhood to burn, as shown on Fox News and circulating on social media. Reports also emerge that an Amazon data center was struck in Bahrain, Oracle in the UAE, and that Iran had claimed it would strike Microsoft, Google, Amazon and other large American companies. The United States is not protecting them. Speaker 2 engages Colonel Daniel Davis, host of The Deep Dive with Dan Davis, to assess the latest moves alongside the president’s speech. Speaker 2 argues that the president’s remarks about “bomb you back into the stone age” indicate punishing the civilian population, not just military targets, which could unite Iranians against the United States and Israel. The bridge strike appears to align with that stance, making a regional outcome that contradicts any stated aims. He calls it nearly a war crime, since civilian infrastructure has no military utility in this context. He suggests the action undermines any potential peace path and could prompt stronger resistance within Iran. He warns that, politically, Trump could face war-crimes scrutiny, especially under a Democratic-controlled House, and that it damages the United States’ reputation by appearing to disregard the rule of law and morality. Speaker 1 asks whether such tactics are ever effective, noting a lack of evidence that inflicting civilian suffering yields political concession. Speaker 0 and Speaker 2 reference historical examples (Nazis, British during the Battle of Britain, Hiroshima-era considerations) to suggest such tactics have not succeeded in breaking civilian resolve, arguing this approach would harden Iranian resistance. Speaker 2 cites broader historical or regional patterns: torture or collective punishment has failed against Germans, Japanese, Palestinians in Gaza, Hezbollah in Lebanon, and Iran in the Iran-Iraq War. He contends the appeal of using such power is seductive but dangerous, likening it to “war porn.” He notes that the number of Iranian fatalities floated by Trump has fluctuated (3,000, 10,000, 30,000, then 45,000), describing them as not credible, yet the administration seems unconcerned with accuracy. Speaker 3 adds that the rhetoric justifies escalating violence with humanitarian consequences, including potential energy-system disruption. Speaker 0 asks about the discrepancy between Trump’s claim of decimating Iran and subsequent attacks on multiple targets in the Gulf and the firepower Iran still holds, including underground facilities and missile capabilities. Speaker 2 explains that Iran can absorb punishment and still strike back, suggesting that the Strait of Hormuz cannot be opened by force and that escalation could involve considerations of a larger false-flag scenario. He mentions a warning about a potential nine-eleven-level attack and potential media complicity, implying fears of a false-flag operation blamed on Iran. Speaker 0 notes the possibility of Israeli involvement undermining negotiations and cites JD Vance’s planned meeting with Iranian Foreign Minister Kamal Kharazi, noting Kharazi’s injury and his wife’s death, implying an assassination attempt. Speaker 2 critiques U.S. reliance on allies, arguing that Israel’s actions threaten U.S. interests and that the White House should constrain Israel. He asserts there is no military solution to the conflict, warns of long-term costs to the United States and its European and Asian relations, and predicts economic consequences if the conflict continues. Speaker 1 remarks that Iranian leaders’ letter to the American people shows civilian intent not to surrender, while Speaker 0 and Speaker 2 emphasize the risk of ongoing conflict, with Colonel Davis concluding that there is no feasible open-strand resolution. The discussion ends with thanks to Colonel Davis for his analysis.

Glenn: Welcome back. We’re joined again by Seyyed Mohamed Marandi, a professor at Tehran University and a former adviser to Iran’s nuclear negotiation team. There’s talk in the US of seizing Kharg Island, which would handle 80–90% of Iran’s oil shipments, effectively a nuclear option to shut down Iran’s economy. What would be Iran’s likely response if the US pursued this path? Marandi: It would be a major problem to access the island because the US would have to fly over Arab regimes in the Persian Gulf. Iran would retaliate if Iranian territory were occupied, taking the war toward a major escalation. The regimes hosting the island would have to pay a heavy price, far greater than now. For the United States, the island is well protected, with Iranian assets on the shore supporting the islanders, and it’s farther from the US Navy and closer to Iran’s shore. But more importantly, such an aggression would be futile: it would not change the Persian Gulf trade through Hormuz, which Iran has effectively controlled by requiring permission to pass. An invasion or occupation would lead to fierce combat and punishment of the regimes that enabled it—Kuwait, Saudi Arabia, the Emirates, Bahrain, Qatar—desert-based states with oil and gas but little water. If the US succeeds in taking the island, Iran’s retaliation would involve destroying assets of the cooperating countries. Long-term, Hormuz could be effectively closed, with upstream infrastructure damaged and no oil or gas able to move, making a later reopening contingent on a peace agreement. The operation would be logistically, militarily, and economically disastrous for global markets. Glenn: There are reports Iran is mining Hormuz. Do you know anything about that operation? Marandi: Iran hasn’t mined Hormuz, the Persian Gulf, or the Indian Ocean. The Iranian navy capable of wartime actions is largely in underground tunnels and includes speedboats, surface-to-sea missiles, and a network of underground bases. Iran has not moved to mine the Gulf. It does not want escalation. Iran has always negotiated; US claims that Iran wanted nuclear weapons at the negotiating table are rejected by Iran, the fatwa, and IAEA history. If negotiations had failed, the US invasion would be unjustified. Doha and Qatar are prepared to restart gas facilities and allow oil to flow if peace returns. If the US escalates to destroy key infrastructure, Iran will retaliate, and Iran can hurt US assets and its proxies more than the US can hurt Iran, with long-term global energy consequences. Iran has been striking bases in the region and says it is prepared to continue until after the midterm elections. Glenn: The US energy secretary says the US Navy is studying options to escort tankers through Hormuz. What are the main challenges? Marandi: It would be virtually impossible. Iran’s navy is largely underground, with mines, surface-to-sea missiles, and drones capable of targeting Hormuz from Iran. If open war begins, Iran would retaliate against regimes hosting US bases. Even if Hormuz were opened temporarily, without oil, gas, tankers, or production, there would be no purpose, and energy prices would spike permanently. The US would likely be forced to accept Iran’s terms for peace to allow oil to flow. Glenn: Trump has spoken of further destruction if needed, but says he’s run out of targets. What do you expect from the American side? Marandi: The US is already targeting nonmilitary sites and civilian targets in Iran. They slaughter civilians, including families and children, with premeditation. They could intensify attacks on oil, gas, electricity infrastructure, which would invite Iran to retaliate. Iran’s society is united, with people on the streets despite the bombardments. If the US destroys infrastructure, Iran would respond, but Iran does not want escalation; it would be catastrophic for the global economy. The media in the West is controlled, and there is little outrage at threats to destroy Iran. Glenn: Israeli and American aims now—what’s at stake, and how end this? Marandi: Since the Gaza genocide and Lebanon escalation, Zionism is increasingly viewed as evil, and public opinion against Zionism is growing in the US. The destruction of Israel’s credibility is the greatest defeat, not battlefield losses. End this war now would be prudent; as Iran strikes back, global sympathy for Iran grows and the empire weakens. If Israel were to use a nuclear weapon, that would be catastrophic and could prompt broader proliferation. Glenn: Any chance Iran could retaliate against Britain or European states? Marandi: Europe and the US will have diminished presence in the region; bases would be forced to leave. He notes the possibility of false-flag attacks in the West and asserts Zionist manipulation as a risk, but emphasizes Iran’s determination to defend sovereignty and support for Palestinians and others. Glenn: Just a final note—Iran had three negotiations, not two, including the JCPOA. Thank you for joining. Marandi: Thank you.

Alex Kraner and Glenn discuss the Iran ceasefire and the market's reaction, along with broader geopolitical dynamics and historical patterns around war and finance. - On the ceasefire and markets: Alex argues that reading optimism from markets is unreliable, noting that markets can remain irrational for longer than a person can stay solvent. He was surprised by the ceasefire and authored a newsletter piece suggesting the peace was unlikely to hold and that the probability of lasting peace was near zero. He observed the ceasefire narrative already fraying as he finished his article. He emphasizes that the ultimate incentive for war is the conquest of collateral: Iran’s vast natural-resource wealth (estimated at about $35 trillion) could become collateral for Western banking interests. He contends that war is driven by a desire to secure new money-like collateral to prevent systemic collapse caused by fiat money expansion and liquidity injections. - Narrative and hypocrisy in war discourse: Glenn notes how narratives about values, feminism, or democracy are used to sell wars. Alex adds that wars are often sold by demonizing the other side, citing examples from past interventions (Syria, Gaddafi, Saddam Hussein, Milosevic, Allende, Ortega, Chavez, Maduro, Castro) to illustrate a recurring pattern of manufactured villains and “slaying dragons” to justify action. He also cites Afghanistan as an example where Western intervention harmed women’s rights and long-term outcomes (mass malnutrition and stunting among children) despite rhetoric about protecting women. - Lebanon and the ceasefire framework: They discuss whether Lebanon was included in the ceasefire framework as communicated by the Pakistani prime minister and why Israel then attacked Lebanon. Alex argues the U.S. may be posturing to present the ceasefire as a U.S.-led result, while Iran shaped the negotiation terms. He also suggests the U.S. was already preparing for broader action, including ground invasion plans and troop movements. - U.S. strategic posture and global ambitions: They consider whether Trump’s administration genuinely sought to retreat from global policing or if transition plans were undermined by the Iran decision. Alex recalls a shift in 2019 where Trump reportedly resisted war against Iran, then changed course on 28 February, risking severe consequences. He argues Europe may bear more hardship from the conflict, with the U.S. potentially cushioning its own impact, while Europe could face stagflation, currency pressures, and social unrest. - European exposure and dollar dynamics: Glenn notes hedge funds betting against European stocks and asks how Europe will fare if the ceasefire holds but the damage persists. Alex describes Europe as cornered: cutting off Russian energy while maintaining vulnerability due to limited alternative supplies (Qatar/US), and the potential fragility of dollar liquidity for European banks. He warns that swap lines could be withdrawn, threatening the euro and triggering inflationary crises. He cites Eurostat data showing high living-cost pressures and suggests social revolts or civil unrest could emerge across Europe. He forecasts a possible major war against Russia as a political stabilization tactic. - Global realignment and multipolarity: They foresee massive fracturing in the Middle East and Europe, leading to a multipolar global order. The United States could retreat to its own hemisphere and rethink its monetary system, with the banking oligarchy remaining a central lever of power. They discuss Gulf states’ vulnerability to Western policy and consider whether Saudi Arabia, among others, will fare better or worse depending on access to U.S. dollars and geopolitical alignments. Alex argues that the broader strategy aims to reconfigure Eurasia by weakening or fragmenting Iran, Russia, and China in sequence, using proxy wars, regime-change efforts, and economic coercion. - Long-run structural shift: The conversation concludes with the assertion that the current dynamics reflect a persistent pattern: Western powers leveraging financial and military instruments to secure strategic advantages, while portraying their actions as defending democracy and rights. They reiterate that the overarching driver remains financial hegemony and control of collateral, with the war system persistently extending into Eurasia through interconnected corridors, ports, and infrastructure projects. The dialogue ends with the claim that wars are driven by banking and financial interests rather than purely ideological aims.