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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.

Glenn (Speaker 0) and Seyed Mohamed Marandi discuss the posturing and developments in the Iran–US confrontation around May 2026, focusing on the Strait of Hormuz, regional dynamics, and potential war trajectories. - Glenn notes that the United States had announced it would break open the Strait of Hormuz and that conflicting reports followed, seeking clarity on whether the conflict was moving toward all-out war. - Seyed Marandi says the situation is moving toward all-out war. He explains that the Americans initiated a new stage by attempting to carry out an operation to take ships out of the Strait of Hormuz, which did not succeed; instead, civilian boats were destroyed, and there were no military boats involved according to Iran. Iran is not using its military boats in these circumstances; it is using missiles as warnings, to avoid initiating a full war. - He states the Americans bombed boats carrying goods, resulting in five civilian deaths, citing news reports but noting Western media often follows the official narrative. Iran issued a statement blaming the Americans regarding Emirati targets being struck, though he acknowledges it could be read as either an American action or as American fault for the Emirati strikes. - Marandi asserts the operation was a failure for the United States: the Strait of Hormuz was not opened, and the Emiratis suffered damage. He describes the Emirates as an ally of the Israeli regime, noting its distancing from other Arab states, leaving OPEC, and paying for social media campaigns to shape public perception. He observes worldwide street sentiment toward Iran is largely supportive, except among Wahhabi/Salafi groups aligned with intelligence agencies and those who historically opposed Iran. - He contends that the global economy is entering a crisis phase: high oil and energy prices and rising food costs are the “fever,” with supply chains at risk of collapse and the global economy vulnerable to interruptions in any single link. He argues Iran’s economy is a “resistance economy” under siege for decades, while other global economies are more interlinked and fragile. - On troop movements and targets, Marandi says large US troop numbers and equipment have been deployed in the region, with many ground troops potentially based in Kuwait, Bahrain, and the Emirates; air refueling and other assets involve Saudi Arabia, the Israeli regime, and Qatar. - Glenn asks why the UAE is disproportionately aggressive toward Iran compared with Saudi Arabia or Qatar. Marandi explains the UAE’s alignment with Israel, its departure from OPEC, and the perception that striking Emirati targets amounts to striking Israeli targets. - They discuss predictability of Iran’s strategy: Marandi has long warned Iran would disrupt oil and gas production; he notes Iranian officials have historically warned about the Strait of Hormuz. He criticizes Western analyses of Iran’s capabilities as underestimating Tehran’s military and strategic sophistication, while Western narratives have repeatedly expected Iran to collapse in various wars, which Iran has repeatedly resisted. - On the potential course of a renewed war, Marandi outlines two broad scenarios: a short, intense clash with limited strikes on non-critical infrastructure could provoke a strong Iranian response, including missiles at Israel and allied targets; a more extensive war targeting Iran’s critical infrastructure, such as power plants and bridges, could devastate Persian Gulf countries and precipitate a global economic downturn. He emphasizes that Iran has historically avoided targeting civilians, but warns that destruction of critical infrastructure could force populations to flee. - Regarding escalation and timing, Marandi argues the Americans misjudged Iran’s resolve and that Tehran has rebuilt assets and developed new capabilities since ceasefire discussions. He suggests Trump’s aim may have been to probe whether Iran would capitulate or escalate, a calculation he believes underestimated Iran’s preparedness. - He predicts that the scale and duration of escalation will hinge on American choices: the Red Sea’s closure and Gulf actions depend on how far the United States escalates, what targets are attacked, and how long the strikes last. In general, he contends that the world economy’s vulnerability will intensify with any extended or severe conflict, particularly if critical infrastructure is targeted. - In closing, Glenn and Marandi acknowledge the peril of the situation, with Marandi urging awareness of the broader implications, including regional stability and global economic impacts, and both hoping for a path away from further escalation.

Ashton Rutansi opens Going Underground from Dubai, arguing that the UAE has defended itself militarily in a conflict it did not start. He claims the US and Israel violated Article 2 of the UN Charter, with thousands killed or wounded in what he calls a war of aggression against Iran, including an assassination in Ramadan of Iranian leader Ali Khamenei and his family. Iran reportedly retaliated with drone and missile attacks on US bases in West Asia. The UAE is said to have intercepted nearly every Iranian projectile with what is described as the most sophisticated air defense system in the world, and the country maintains that UAE territory is not and will not be used in any military operation against Iran. Rutansi also asserts that NATO-aligned mainstream media are attempting to besmirch Dubai’s reputation as a destination for hundreds of thousands of people. He speaks with Mohammed Barun, director general of the Dubai Public Policy Research Center, and former deputy director of Wahtani (the UAE’s national identity initiative) and former editor of Gulf Defense Magazine. Barun notes Gulf News headlines about “UAE stands united and resolute,” emergency air corridors, and fast-moving responses to flights and tourism disruptions. He discusses the UAE’s air defense response and the claim that missiles used against the US consulate were produced in the UAE, calling this a long-planned capability coming to fruition. Barun describes the UAE as feeling a surprising nonchalance about the attacks, noting that life in Dubai goes on with malls, restaurants, mosques, and the like, while first responders act quickly to distinguish fires and aid evacuees. He highlights the UAE’s efforts to extend hotel stays for stranded tourists and gradually reopen corridors to allow people to return home, viewing this as a testament to years of planning and resilience. Rutansi raises questions about why international media and NATO voices target Dubai, suggesting the UAE did not allow US bases to be used, and asks whether there is envy over Dubai bearing the brunt of retaliation. Barun responds that the misrepresentation is not solely NATO-driven but reflects a broader pattern of media framing, noting this has occurred in 2008, 2020, and during COVID-19. He says the UAE’s response is not a function of NATO influence, and that the country’s experience shows the value of resilience and planning. Rutansi and Barun discuss regional dynamics and the implications of the UAE not joining the war, contrasting UAE and Saudi positions with Qatar and Bahrain, which host US bases. Barun argues that most GCC states, including the UAE, maintain that the war is not their decision and that they did not choose this conflict. He suggests the UAE’s response seeks opportunities amid calamities and emphasizes the importance of Iranian and regional interests aligning for any future solution. The conversation touches on tensions within BRICS, with Barun expressing disappointment that BRICS has not decisively helped stabilize the region, viewing the UN’s diplomacy as lacking and noting that the UAE and others have taken independent diplomatic steps. He questions whether a multipolar order could deliver security in the region. Barun concludes that negotiations may be transactional and focused on space for future talks rather than a comprehensive peace deal today, insisting that any solution must consider Iran’s 100,000,000 people and their aspirations. The program ends with Barun thanking the host and urging safety, while Rutansi invites listeners to stay engaged and to follow Going Underground for updates.

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.

The dialogue centers on the current crisis between the United States and Iran, two weeks after a previous discussion. The speakers outline the evolution of events, the prospects for negotiations, and the broader political and ideological context driving the confrontation. Key events and the trajectory of negotiations - Speaker 1 describes recent moves as undermining talks: “Trump announced this blockade, which is an act of war under international law. … And then they were supposed to have a second round of negotiations … and The US shot at an Iranian ship, took over the ship, took the crew hostage.” Negotiations are framed as lacking good faith, with derisive language used by Trump toward Iran. - The atmosphere is described as deteriorating: “democracy diplomacy is not doing well. More chances of a military confrontation.” - There is concern over a potential new round of attacks by the US, and about the legality of continued operations beyond a sixty-day War Powers window without congressional authorization. Iran’s leverage, demands, and feasibility of a deal - The discussion centers on whether Iran’s demands—such as delaying nuclear negotiations, removing the blockade, and controlling who passes through the Strait of Hormuz and at what cost—are feasible for a deal. Speaker 0 notes Iran’s desire to delay negotiations and control Hormuz, while asking whether Trump would accept not getting any concessions and whether Iran’s price could be feasible for a settlement. - Speaker 1 counters that Iran has long-held leverage over Hormuz, which the US seeks to counter with pressure, and argues that both sides seek a diplomatic solution but with differing terms. There is an assertion that blockade of Hormuz is illegal and that Iran has a right to respond under self-defense if attacked. Strategic calculations and potential actions - The Strait of Hormuz is treated as a central strategic chokepoint; Iran’s coastal status and territorial waters are discussed at length. The possibility that Iran would shoot back if attacked is framed as legal self-defense, while the blockade is described as an act of war. - Speaker 1 entertains a mixed approach for Iran: “Both. I would advise Iranian leaders to do both. Give diplomacy opportunity if Trump is interested. … don’t accept bullying because if you accept bullying, then you have to hand over Iranian oil to Trump.” - There is acknowledgment that if Iran chooses to respond, it would be legal and within its rights to do so, given the blockade’s status. Regional dynamics and actors - The UAE’s actions are scrutinized: Israel’s presence and the UAE’s alignment with the US and Israel are discussed, including the UAE’s role in OPEC and broad regional ties. Speaker 1 characterizes UAE as having provided more support to US/Israeli aims and notes a “wrong decision” by the UAE in its current course, suggesting a potential recalibration. - Iran’s broader strategy of “resisting” is described as its single option, with emphasis on not accepting bullying or endless concessions, and with a call to pursue both diplomacy and sustained pressure. Ideology, governance, and internal critique - The conversation shifts to a discussion of the Iranian revolution’s ideology and its domestic implications. Quotes attributed to the late leader Ayatollah Khomeini are examined, with Speaker 1 arguing that translation matters matter and that Islam, properly understood, is a world religion that seeks justice, not domination. The claim is made that Islam is not inherently violent and that the misperception of Islam as a violent force is part of Islamophobia. - A critique is offered of Iran’s domestic social sciences: Iran’s engineering and medical achievements are praised, while the social sciences are described as underdeveloped and too reliant on Western frameworks. The suggestion is that Iran should develop indigenous social sciences to better guide policy and society, arguing that “Iran could do much more” in this area. Personal outlook and conclusions - The speakers acknowledge that both sides appear unwilling to yield on core issues, with a double-track approach suggested: pursue diplomacy when possible, but prepare to resist and potentially escalate if pressures persist. - The conversation closes with an openness to future discussions, including the possibility of a separate program focused on Iran’s internal dynamics and the revolution’s core tenets, to better understand regional concerns and policy decisions.

Ashwin Rutansi hosts New Order from a global vantage on how the West Asia conflict and its disruption to energy routes are reshaping the India-led global South. He notes the Trump-Netanyahu war in Iran and its ripple effects: thousands killed, over a million displaced, and billions impoverished by higher energy and commodity prices as supply lines through the Strait of Hormuz tighten. He highlights India’s external affairs minister Jaishankar visiting the UAE to stress the urgency for New Delhi as it navigates a multipolar world. The program then centers on the attack on the oil tanker Safe Sea Vishnu on March 11 in Iraqi waters, carrying around 50,000 tons of oil. Doctor Anjan (the speaker) describes it as a calibrated, inside-territorial-water attack, not just a drone or missile strike. He notes a speedboat mapped the attack beforehand, the operation conducted on an unmanned vessel, and the possible involvement or at least facilitation by the host country. He emphasizes there was no reported activity from Iraq’s coast guards after the incident, and he urges investigations by international bodies including the UN, IMO, and guardian maritime bodies. He explicitly states there was no indication of targeting based on UN or World Food Program associations, but attributes motive to a US-national ultimate beneficiary owner. Anjan explains the wider shipping crisis: about 800 ships are stuck in the Strait of Hormuz, with roughly 16,000 crew members affected, potentially including around 8,000 Indian seafarers. He questions IMO’s effectiveness as “guardian of the maritime industry,” asking who is protecting the more than 16,000 civilians at sea and why a robust response from international bodies has not materialized. He contrasts the ceasefire with ongoing threats and warns of food and water shortages for crews if peace remains elusive. He challenges why the UN’s leadership and IMO have not mobilized more forcefully and suggests a broader South- and BRICS-led approach to maritime security. In discussing geopolitics and logistics, Anjan mentions Bandar Abbas and Chabahar Port as strategically significant for energy and regional trade. He notes US and Israeli strikes on these hubs and acknowledges India’s historic plans to develop Chabahar, which have slowed recently, raising questions about reactivation and peace-building roles. He argues that the entire Global South could benefit from activated regional corridors, and he suggests BRICS could contribute—by strengthening IMO authority and pursuing practical, multi-lateral security measures to safeguard navigation and prevent humanitarian crises at sea. He also critiques the WTO and western-dominated mechanisms, implying that Beijing and Moscow’s stance on global trade norms is complex and that BRICS could offer alternative pathways for peacemaking and economic resilience. During the break, Zara Khan fields audience questions. They touch on Turkey’s likely role, China and Russia’s stance toward WTO norms and Western hegemony, BRICS’ centrality in peacemaking, and Pakistan’s active role despite not being a BRICS member. The discussion returns to the broader question: how shipping, energy security, and global governance will evolve in this “new order,” and what Delhi’s BRICS agenda should emphasize as India chairs BRICS. The show closes inviting feedback on whether rising living costs from the war will spur political upheaval worldwide.

Colonel Douglas MacGregor and Glenn discuss the unfolding Iran war three days in, arguing that the conflict has become a regional war with global economic and strategic reverberations. Key points and allegations: - Iran has targeted at least 27 bases and port facilities across the region, from Kirlik Airbase to Dubai, effectively regionalizing the war. Oil markets anticipate disruption; Europe’s open price rose about 20% on expectations of supply cuts, with a potential rise above $100 per barrel. - In the Gulf, inexpensive drones have breached what appear to be expensive air and missile defenses, affecting airstrips and airports. A large expatriate workforce in the UAE (about 4.6 million Indians and many Europeans and Americans) is stranded, highlighting economic disruption. Oil infrastructure damage is just beginning, with some Saudi refineries struck; more damage anticipated. - The war’s consequences extend beyond Iran and Israel, potentially affecting India, Northeast Asia, Turkey, and Europe. The conflict did not begin with a joint US-Israeli attack; it began with an Israeli attack, with Rubio (Secretary of State-like comment) indicating that Israel started it, which the US later joined due to perceived insufficient posture. - Reports indicate three F-15s were downed; casualties include American sailors and Marines, though the exact numbers are unclear. - The rhetoric from Secretary Hagel (likely Hagerty) and Trump about Iran as a state sponsor tied to Israel is criticized as incautious. MacGregor argues the focus should be on Pakistan and Syria (where remnants of ISIS/Al Qaeda reside), noting Pakistan’s long-standing role as an incubator of radical Islam. He views the war as primarily about Israel’s aim to destroy Iran to enable greater Israeli regional hegemony, with the US fully committed. - He predicts a long regional war and warns that logistics will be decisive: missiles are finite, and the US may exhaust its stock; many missiles used in Ukraine reduce available stock for Iran-related defense. He notes Hypersonic missiles and decoys complicate defense capabilities. - European involvement is uncertain; Britain’s rapid response is unclear, and the broader European willingness to intervene remains doubtful. China and Russia are viewed as potentially pivotal if they decide to intervene; India is suggested as a potential mediator, given cultural ties and BRICS interests. - The US’s strategic credibility and military power are questioned. MacGregor contends the US has shown unreliability, damaging its legitimacy and triggering broader regional and global realignments. He emphasizes that the world is moving toward a new order, with the end of Sykes-Picot-era maps and shifting alliances; Gulf monarchies may seek US withdrawal. - Iran’s resilience is stressed: even if the supreme leader was killed, unity of command remains, and Iran’s dispersed military network complicates US efforts. Iran’s survival could enhance its regional influence; the longer the conflict lasts, the weaker the US and Israel appear, and the stronger Iran, Turkey, and others may become. - The possibility of an escalation to nuclear warfare is raised: if Israel uses a tactical nuclear weapon to stop Iran’s missiles, Russia and China might intervene; this could force a broader confrontation. MacGregor doubts Israel’s ability to sustain a large front and warns this could lead to a strategic pivot by major powers. - On outcomes and endgames: Iran seeks US withdrawal from the region; the US’s presence is likely to be forced out as Gulf states demand it. The interview suggests a collapse of US influence and a reshaping of the Middle East, with Persia re-emerging stronger. Israel’s survival is uncertain; extended fronts and exhaustion are anticipated. - Trump’s role is described as constrained by Netanyahu: Trump is not a free agent, and there is little expectation of near-term strategic change in Washington. The potential for a negotiated end is deemed unlikely so long as Iran remains intact and steadfast. Overall, the conversation frames the conflict as a turning point: a regional war with profound economic and geopolitical ripple effects, signaling the decline of US military hegemony in the Middle East and the possible reconfiguration of global power blocs, with Iran poised to gain relative strength if the conflict persists.

Glenn: Welcome back. We’re joined again by Larry Johnson, former CI analyst and writer at Sonar Twenty One. Where do things stand in the Iran war and the information war surrounding it? Larry: The Gulf is too wide for a negotiated settlement. Iran has positions of principle: sanctions lifted immediately and assets unfrozen; recognition that they control the Strait of Hormuz; attacks on Palestinians, Lebanon, and Hezbollah must stop. They won’t back off from enriching nuclear material within limits; they insist on being treated as a sovereign state and as a signatory to the NPT. The U.S. portrayal of Iran as a vicious terrorist state is, in his view, widely believed in the West, and Washington thinks continued pressure will force surrender. He argues the leadership in Iran is not as split as some claim; figures like Pozeskin and Arakchi and Golubov are IRGC-associated, contrary to “moderates” narratives. On the economy, the U.S. pretends Iran is blockaded, but Iran has opened land routes through Caspian Sea access, Pakistan (seven routes now into Iran), and connections to Russia; the largest deepwater port in Pakistan supports Iranian trade. China and Russia are quietly reshaping Gulf security dynamics. After Arakashi met Putin in Saint Petersburg, Putin spoke of the Gulf security architecture; Wang Yi echoed the theme with Oraqi. Project Freedom was ended after Saudis told the U.S. not to use their territory or base for it. A Pakistani ISI general told Glenn that Saudi Arabia and Qatar may cut ties with the U.S. militarily, or push the U.S. out of the region. If true, this aligns with China and Russia’s push to restructure the Gulf security framework, reducing U.S. military footprint. Iran’s ability to retaliate has so far been limited as China, Russia, and Pakistan counsel restraint. Glenn: The nonproliferation treaty is central here. Iran is a signatory and seeks its civilian nuclear program within limits; the U.S. demands no civilian program. The treaty’s articles and U.S. behavior are contentious, and the discussion underscores broader questions about security architecture in the region and whether Iran can be included in a new, inclusive security order. Larry: Regarding current fighting, it’s a tit-for-tat dynamic. Iran retains control of the Strait of Hormuz; U.S. ships are claimed to be active but in practice may avoid direct engagement in the gulf. Iran has supposedly neutralized several U.S. bases and radar systems; the Fifth Fleet HQ in Bahrain is reportedly out of action, and Al Udeid’s operations center may have shifted. The possibility of returning personnel remains doubtful, given the extent of damage and the host nations’ willingness to rebuild with China/Russia in the mix. The UAE’s stance stands out: they blocked flights supporting Project Freedom for a time, then re-opened under restrictions, signaling a shift toward diversifying security partners beyond the U.S. They face pressures related to strategic position and possible leverage by Iran. On oil and markets, Glenn notes that strategic reserves releases are perceived as signaling decisiveness but may fail to stabilize prices once reserves run dry. Larry explains that a supply shock, not just demand, drives price increases; with reserves exhausted, prices will rise unless demand collapses, which would be a sign of broader economic distress. He contends that Iran’s leverage is growing as Gulf states move away from U.S. protection and toward China/Russia, potentially seeking alternative security arrangements and currencies beyond the petrodollar. The war’s domestic branding in the U.S. is another theme. Trump declared victory after 60 days, then launched “Epic Fury,” later signaling “Project Freedom.” Larry suggests this is a rebranding to justify further U.S. intervention and to replenish defense-industrial stockpiles, rather than a substantive strategic settlement. The broader goal is to secure new round of allocations for weapons manufacturers, regardless of Iran’s position. Larry concludes that the move toward a more inclusive regional security architecture—recognizing security interests of opponents and reducing exclusive reliance on the U.S.—appears unlikely in current discourse, even as China and Russia push for such restructuring. Hormuz remains central to Iran’s strategic security, and without meaningful diplomacy, the region’s stability will continue to be threatened. Glenn signs off, thanking Larry for the discussion.

Mario: Daniel, after decades of diplomacy, the Middle East is now at war. Early on you suggested Hormuz and economic leverage; as the conflict evolved, US ground invasion talk, targeted Iranian leadership, and new developments—like JD Vance’s reaction to US intel and Israel striking energy infrastructure in Iran—have shaped concerns that Israel wields outsized influence. Broad question: how did we get here and why? Daniel: There’s a long history of American and Israeli influence in play. There is American agency and a geopolitical logic tying chokepoints like Hormuz to broader aims, such as reasserting US primacy vis-à-vis China. But this doesn’t fully explain how the last 10 yards into war were crossed. Netanyahu’s long effort to shape a strategic environment culminated when he found a president open to using American power in the region. Israel’s strategy appears to be to assert greater regional dominion by leveraging US military power and creating dependencies with Gulf states. Netanyahu reportedly offered the president an actionable plan, including on-the-ground assets, to decapitate Iran’s leadership and spark a broader upheaval, which helped push the White House toward a twelve-day war in June. Israel also presented a narrative of rapid US escalation to secure its aims, while the American interagency process—though deteriorated in recent years—had to interpret unusually aggressive, yet selective, Israeli intelligence and objectives. The result is a complex dynamic where US rhetoric and decisions are deeply entangled with Israeli designs for regional hegemony, an outcome that was not broadly anticipated by many regional partners. Mario: If the US administration had not fully understood Israel’s project, how did this come to pass? And how does Mossad factor in? Daniel: Israel has tremendous access to influence over an American administration through lobbying, media echo chambers, and political finance, which Netanyahu exploited to drive a course toward major confrontation with Iran. Before Trump’s term, Netanyahu was nervous about a president who could pivot against allies; he devised a strategy that culminated in Operation Midnight Hammer and subsequent US-Israeli collaboration, reinforced by the possibility of rapid decapitation of Iran’s leadership. There are reports (and debates) about Mossad presenting on-the-ground assets and the possibility of instigating a street revolution in Iran, which may not have been fully believed by Washington but was persuasive enough to shape policy. The question remains how much of Israeli intelligence makes it to Trump and his inner circle, especially given concerns about cognitive ability and decision-making in the White House at that time. Netanyahu’s aim, according to Daniel, was not simply to topple Iran but to maximize Israel’s regional leverage by using American power while reducing other regional peers’ influence. Mario: What about Gulf states and broader regional realignments? How did the Gulf respond, and what does this mean for their security calculus? Daniel: The Gulf states face a stark dilemma. They fear Iran's retaliatory capabilities but also distrust America’s consistency and question whether US support will be cost-effective. Iran’s strikes into the Gulf have forced Gulf capitals to reassess their reliance on US protection and Israel’s influence, particularly given Israel’s aggressive posture and expanded regional footprint—Lebanon, Syria, and Gaza—with potential implications for the Gulf’s own security and economic interests. Some Gulf actors worry about over-dependence on American security assurances while Israel intensifies operational reach. The GCC’s calculus is shifting: they confront a choice between continuing alignment with the US-Israel bloc or seeking more independent security arrangements. The possibility of a broader Gulf-Israel axis, or at least closer coordination, is tempered by concerns over long-term regional stability, public opinion, and the risk of escalation. Mario: How has this affected perceptions of Iran, Israel, and the broader regional order? Has the Gulf’s stance shifted? Daniel: The region’s balance has been unsettled. Iran’s actions have damaged Gulf trust in its neighbors’ security guarantees, while Israel’s aggressive posture and reliance on US power have complicated Gulf states’ calculations. Turkey’s role is pivotal as it balances concerns about Iran and Israel, while also watching how the region realigns. The possibility of a future where Iran’s power is weakened is weighed against the risk of destabilization and long-term security costs. Negotiations between the US, Iran, and regional actors—stoked by Turkish diplomacy and shifting Gulf positions—are ongoing, with Turkey signaling that diplomacy remains important, even as Gulf states reassess their security dependencies. Mario: What about Lebanon and Hezbollah, and the potential for broader spillover? Daniel: Lebanon faces severe consequences: displacement, civilian harm, and a domestic political paralysis that complicates relations with Israel. Hezbollah remains a factor, with ongoing tensions in Lebanon and the South. Israel’s goal of establishing security-control in Lebanon risks reigniting long-standing conflicts, while Lebanon’s government seeks a balance that could prevent further escalation, if possible. The broader picture is that Israel’s approach—driven by a perceived need to neutralize Iran and all potential threats—could provoke wider regional blowback, complicating already fragile domestic politics across the Levant. Mario: Final thoughts as the war unfolds? Daniel: Israel’s strategic ambitions appear to extend beyond countering Iran to shaping a broader order in which it remains the dominant regional power, aided by US military leverage. Gulf states face a difficult reorientation, reassessing longstanding alliances in light of perceptions of US reliability. The coming months will reveal whether regional actors can recalibrate toward diplomatic resolutions or wind up in a deeper, more protracted conflict. The question remains whether a political path could replace military escalation, and whether external powers can deter further aggression and stabilize the region without allowing a broader conflagration.

- The discussion centers on the Strait of Hormuz blockade amid a claimed ceasefire. The hosts question the ceasefire’s meaning, noting the blockade blocks Iranian ports while talk of abiding by a ceasefire continues. They describe the blockade as highly scripted and incomplete: “The US has a version of what’s going on… stopping every ship. There’s not a ship getting out.” Meanwhile, Iran appears to allow some ships to depart, and China-bound oil shipments have reportedly left the strait and were not stopped. - They compare the situation to “Japanese Kabuki theater,” with a security-guard-like role for some actors and limited real authority. The discussion emphasizes Iran’s multifaceted defense capabilities: coastal defense cruise missiles, short-range ballistic missiles, and drones (air, surface, underwater) that could threaten ships within about 200 miles of the coast. The Abraham Lincoln reportedly suffered damage within 220 miles of Iran’s coast, with Trump later acknowledging multiple attack sources. - On enforcement challenges, it’s noted that effective interdiction would require helicopters, destroyers, and other assets; however, aircraft carriers with helicopters still cover only limited areas. Tracking ships at sea is difficult without transponders, making enforcement complex. - The blockaded objective is debated. Early Trump administration moves lifted sanctions on Russia and Iran to keep oil flowing, but more recently sanctions on Russian oil have been reimposed while efforts to choke Iranian oil continue. The global oil market shows a dissonance: futures prices suggesting relief, but actual dockside prices for oil can be extremely high (up to around $140–210 per barrel). The economic impact is emphasized as potentially severe and not aligned with market signals. - There is critical discussion of Donald Trump’s leadership and decision-making: he is portrayed as emotionally volatile, with shifting beliefs and a tendency to see in headlines what he wants to see. A vivid analogy likens Trump to a child living with an alcoholic father, reacting to threats and stimuli rather than rational policy. J. D. Vance is highlighted as one of the few who has opposed Trump’s war approach and faced pressure from others close to Trump. - Diplomatic moves: Russia and China are described as stepping up efforts to broker peace, working with Saudis, Emiratis, and Iranians, and even approaching Turkey. There are signs that a peace process could be built around resurrecting or reformatting JCPOA-style arrangements, such as on-site IAEA inspections and nonproliferation commitments, potentially making them permanent. The possibility of a ceasefire between Israel and Hezbollah is discussed as part of broader regional negotiations. - The blockade is criticized as unsustainable, with concerns about maintenance bases (Diego Garcia) and the risk of escalation if ships are forced into closer proximity to Iran. It’s noted that China has warned it would treat interference with Chinese maritime traffic as an act of war; Iran could still route commerce through Turkmenistan and other corridors, limiting the blockade’s effectiveness. - The broader geopolitical shift is highlighted: the United States is losing influence in the Gulf. UAE resistance to Iran and the Saudis’ precarious balance are pointed out, with Iran signaling it could charge fees for entering the Gulf. The dollar’s waning influence is noted, along with rising Chinese and Russian influence in the Gulf region. - The wider consequences anticipated include energy and food shocks, with cascading economic effects globally. The prospect of extended conflict, internal U.S. political chaos, and potential impeachment pressure on Trump are discussed as factors that could influence the war’s trajectory. The hosts suggest that while a negotiated settlement could emerge, the path is fraught with contradictions, shifting alliances, and competing narratives between Washington, Tehran, and regional players.

Dubai is officially 83% turned off, with the city of gold described as a ghost town in less than a month, and the entire country framed as a political version of Disneyland. Larry Johnson is cited as exposing “the disgusting reality the travel influencers won’t tell you.” The narrative asserts massive high rises, most of them lacking a sewage system, requiring a fleet of trucks to haul human waste out into the desert every single day. It is claimed they built golden toilets for westerners but forgot the foundation, and now that foundation is crumbling. The UAE is labeled as not a nation but “an artificial mirage.” The transcript contends that international trade in the UAE is dead, tourism is dead, and the construction industry is a graveyard. It states that 25% of their oil isn’t even leaving the port. Larry Johnson is quoted as saying that “The UAE won’t survive the week as an intact country because they have no economic floor left to stand on.” The broader regional backdrop is described as the Gulf collapsing. In parallel geopolitical commentary, it is claimed that while the Gulf collapses, Donald Trump is posting that he is in serious negotiations with a new Iranian regime, but insiders say he is talking to ghosts. The excerpt describes this as the psychiatrist’s couch scenario, with Trump haggling over prices like a real estate deal, but Iran isn’t even in the room. The demands are asserted as 100% fixed: the United States out of the Gulf, end the sanctions, and pay reparations. It is stated there is no middle ground here. Regarding the U.S. administration’s posture, the White House is described as bragging about 9,000 strikes, even as oil prices are indicated to be “screaming toward $120 a barrel.” The narrative claims that people are being sold a fake victory while 5,000 Marines are being prepped for an April 6 invasion of islands that are described as literally pre-mapped kill zones. The speaker contends that the situation is a repetition of the two-thousand-three Iraq scud lie on a global scale.

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.

- The discussion opens with trying to map a post-war world, considering both a quick end to the war and a prolonged one, with a focus on US–China relations, US allies, Iran, and the broader region. A participant notes a broader battle between a China–Russia–Iran alignment and the Western alliance, including financial systems. - A major regional shift is already underway: by 2000, the top banks were dominated by Japanese and European players; by 2025, China dominates the top four banks. The speaker argues that power is moving from Western banks to China, and that countries with US-dollar-denominated debt are converting debt into renminbi because it’s cheaper. - In the last week, Russia and China signaled to Iran a push to revisit the Gulf security architecture. Putin spoke to Iraq about Gulf security; Wang Yi did the same. The implied shift is toward a Gulf security framework less dependent on US protection. - The current Gulf security model is described as US bases guaranteeing protection from Iran, coupled with a demand that recipient states buy US Treasuries and military equipment. The speakers argue this model left Gulf states vulnerable and exposed as US defense systems failed to prevent Iranian attacks in the recent episode. - Saudi Arabia and Qatar (and to a lesser extent the UAE) are discussed as potentially moving away from the United States toward Russia and China. A Pakistani ISI general reportedly said Saudi and Qatari leaders are breaking from the US; one NBC report cited Trump canceling Project Freedom due to Saudi resistance to air operations from Prince Saud Air Base. The implication is a Persian Gulf broadly shifting into the Russian–Chinese sphere, potentially altering Gulf financial flows away from the US dollar toward gold and the yuan. - An opposing view, aired by another economist, suggests the US will strengthen its deterrence in the Gulf, with UAE as an indicator. The counterpoint argues that the Gulf countries previously supported Iran’s adversaries, including indirect funding for attacks on Iran, implying US deterrence remains necessary. - The conversation emphasizes the gulf’s deterrence history: Iran has largely avoided offensive military action in the Gulf against the region, while Gulf states have relied on US protection. The lack of a robust Chinese or Russian security guarantee in the region is highlighted as a real risk to Gulf security calculations. - There is a debate about whether US military power remains credible. One participant argues the US has not won a major war since World War II, with recent actions described as limited or draw outcomes; another contends that US protection remains essential despite past failures, given Iran’s capabilities and history. - Military-strategy discussions cover the feasibility of a ground invasion vs. airstrike-only approaches. The speakers outline logistical challenges (water, supply lines, mountainous terrain) and the scale of forces needed (potentially large, multi-month training and buildup) to degrade Iran’s missile and drone capabilities. Arguments are made that holding the Strait of Hormuz would be difficult if Iran can still launch missiles and drones from interior positions. - The strategic importance of Gulf exports is quantified: Gulf oil about 32% of world supply; LNG around 20% (centered on Qatar and the Gulf), urea and sulfur for agriculture and industry (urea ~36%; sulfur for refining and semiconductors), and helium from Qatar at about 33%. Keeping the Gulf open is framed as essential to global energy, inflation, and agriculture. - A possible pathway to open the Hormuz is proposed: Iran could offer broad access to global markets except for countries allied with Israel or those that attacked Iran; Iran would leverage this to restart global flows, particularly to Asia. The idea is that a near-term crisis could force a negotiated settlement with Iran. - The timeline mentions a forthcoming peace negotiation in Beijing next week, with skepticism about it proceeding smoothly. If negotiations occur, Trump would not likely receive a warm reception due to recent sanctions and US actions against China; China has signaled resolve against US sanctions, instructing its companies not to acquiesce to pressure. - Overall, the dialogue frames the war as a potential catalyst for a broader realignment: power shifting toward China and Russia, a Gulf region hedging its security through new alliances, and the global economy recalibrating around yuan- and gold-based financial flows, with the Strait of Hormuz remaining a central strategic chokepoint.

Speaker 0, Speaker 1, and Speaker 2 discuss the evolving confrontation between the United States and Iran and its broader economic and strategic implications. Speaker 0 highlights three predictions: (1) Trump would win, (2) he would start a war with Iran, and (3) the US would lose that war, asking if these predictions are still valid. Speaker 1 characterizes the current phase as a war of attrition between the United States and Iran, noting that Iranians have been preparing for twenty years and now possess “a pretty good strategy of how to weaken and ultimately destroy the American empire.” He asserts that Iran is waging war against the global economy by striking Gulf Cooperation Council (GCC) countries and targeting critical energy infrastructure and waterways such as the Baghdad channel and the Hormuz Strait, and eventually water desalination plants, which are vital to Gulf nations. He emphasizes that the Gulf States are the linchpin of the American economy because they sell petrodollars, which are recycled into the American economy through investments, including in the stock market. He claims the American economy is sustained by AI investments in data centers, much of which come from the Gulf States. If the Gulf States cease oil sales and finance AI, he predicts the AI bubble in the United States would burst, collapsing the broader American economy, described as a financial “ponzi scheme.” Speaker 2 notes a concrete example: an Amazon data center was hit in the UAE. He also mentions the United States racing to complete its Iran mission before munitions run out. Speaker 1 expands on the military dynamic, arguing that the United States military is not designed for a twenty-first-century war. He attributes this to the post–World War II military-industrial complex, which was built for the Cold War and its goals of technological superiority. He explains that American military strategy relies on highly sophisticated, expensive technology—the air defense system—leading to an asymmetry in the current conflict: million-dollar missiles attempting to shoot down $50,000 drones. He suggests this gap is unsustainable in the long term and describes it as the puncturing of the aura of invincibility that has sustained American hegemony for the past twenty years.

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.

Glenn and Stanislav Krapivnik discuss a string of escalating security and geopolitical crises with a focus on drone incidents, NATO-Russia tensions, and the broader international energy and security implications. - Baltic drone incidents: Glenn asks about an attack on a key Russian port in the Baltic Sea, noting drones entered from NATO territory through the Baltic States and may have circumvented Belarus. Stanislav explains that two drones hit targets in the Baltics—one at an Estonian power-plant chimney and another at a separate object in Latvia—and suggests dozens of drones may have flown through airspace, possibly from Ukraine via Poland and the Baltics or launched from the pre-Baltics. He argues this is not a one-off event and raises two possibilities: either NATO member states have incompetent security, or they are directly engaged, with the more likely conclusion that the pre-Baltic states are direct participants in the war. - Deterrence and red lines: The conversation notes that NATO has aimed to pressure Russia economically (targeting energy, shipping, and oil). Glenn asks how these actions affect sentiment and Kremlin incentives. Stanislav counters that Tallinn and other Baltic leadership have crossed red lines, citing past incidents (Estonia drone attack on Skowabur Air Base) and suggesting Estonian actions are part of a broader pattern of Russophobia. He argues that Estonia’s leadership and policies threaten deterrence calculations and calls for accountability, positing that deterrence must be reset against Estonia given the perceived egregious escalations. - Interconnected conflicts and the Iran-Russia axis: The speakers discuss Sergei Lavrov’s remarks about a potential third world war linked to Iran and Russia. Stanislav asserts that conflicts are becoming highly interconnected, with the West having fomented them through proxies and direct actions. He asserts that Western leaders, whom he characterizes as pursuing broad war aims, are willing to sacrifice lives for geopolitical objectives, and he highlights ongoing cross-border terrorism and sanctions on supply chains. He emphasizes that Russia has long been involved in Iran’s military upgrades and drones, noting that Russian components power Iranian drones. He also points to the potential for China to align with expanding conflict dynamics, suggesting that Russia has already embedded itself in supporting Iran and that a fall of Iran would threaten Russia’s regional borders, especially along the Kazakhstani frontier. - Energy, fertilizer, and economic shocks: Stanislav draws on his supply-chain experience to describe the cascading effects of war on energy and fertilizer. He explains the logistical challenges of large-scale industrial repair after missile strikes, including the long lead times for steel, valves, and large refinery components, and argues that Europe’s gas and steel supply are constrained. He notes Russia’s restriction on diesel exports and Qatar’s role in fertilizer, highlighting how Europe has become dependent on Russian and Qatari supplies and is now left vulnerable by policy choices. He foresees a multi-year disruption of energy, fertilizer, and food supplies, warning of price spikes and potential starvation in parts of Europe and beyond as planting seasons approach. He highlights that fertilizer production relies on natural gas and that gas-rich regions are facing supply limitations, which would prolong and intensify food insecurity and economic disruption. - Gulf energy states and strategic calculations: The discussion turns to the Gulf, describing Gulf states as corporate-like entities run by wealthy families. Stanislav speculates on the strategic calculations of states like Qatar and the UAE, including the possibility that political and economic incentives could shape decisions about involvement in broader regional conflict, arms supplies, or island and maritime control. He argues that damage to energy infrastructure, maritime chokepoints, and desalination plants could have devastating regional consequences, potentially forcing costly rebuilding campaigns over several years. - Military capability and future risks: Stanislav critiques U.S. military capability for large-scale ground campaigns, arguing that the U.S. is not a traditional land-power and that a sustained invasion of Iran would face enormous logistical and manpower challenges. He emphasizes the scale and difficulty of mobilizing, training, and sustaining a large force in conflict terrain, particularly in Iran’s mountainous, fortified landscape. He also discusses the domestic constraints of U.S. recruitment, obesity rates, and the challenges of sustaining a 21st-century volunteer force in a major war. - Final reflections on leadership and narrative: The conversation closes with a discussion of Trump-era war briefs, characterizing them as short, sensational videos focused on explosions rather than reality, and a broader critique of political leadership and messaging in wartime decision-making. Glenn and Stanislav note the risk that political leaders may oversell battlefield successes and struggle to withdraw from costly, escalating commitments. In sum, the discussion centers on cross-border drone activity and its implications for NATO-Russia dynamics, the widening economic and energy-security consequences of contemporary conflicts, the deepening Iran-Russia alignment, and the daunting logistical and strategic challenges of any potential military escalation in the Middle East, including Iran.

The conversation covers a wide, interwoven set of points about Iran, the Gulf, and international power dynamics, centering on how Iran’s posture and regional actions are shaping the future balance of power. - Strait of Hormuz and ownership: The speakers discuss whether Iran believes the Strait of Hormuz permanently belongs to Iran. There is mention of a deputy parliamentary speaker saying “the Strait Of Hormuz belongs forever to the great nation of Iran,” and the implications of Iran’s rhetoric for sanctions, cables, and fees. The dialogue notes that this rhetoric risks pushing Trump toward continued conflict and highlights a distinction between legal territorial claims and the practical control Iran seeks to exercise. - Leverage, sanctions, and war aims: Speaker 1 argues Iran faces immense pressure and has suffered enormous casualties and damage, and would use all leverage to prevent a US victory. The frame presented is that Trump cannot easily compensate Iran for its losses, and that Iran’s leadership seeks to deter further US action, potentially by threatening critical regional chokepoints and economic channels. - UAE, Israel, and regional bases: The discussion addresses UAE’s normalization and hosting Israeli assets, with Speaker 1 insisting that if a country starts an illegal war, “you get to hit these assets.” They note Israeli presence in the UAE before the war and Israeli bases in the region, arguing that alliance and bases do not equal occupation, and acknowledging the UAE’s sovereign choices amid a complex security environment. - Iranian strategy and volume of attacks: The participants discuss why Iran used hundreds of drones and missiles against the UAE and other targets, suggesting the aim was to overcome air defenses and to send a signal given the breadth of anti-missile systems in the region. There is acknowledgment that while such strikes cause damage, they occur within a context of a broader blockade and ongoing hostilities, including the broader war dynamics in Lebanon, Gaza, and beyond. - Fujairah and other theaters: The discussion turns to the Fujairah incident (and a similar strike in Qatari waters) and whether Iran officially claimed responsibility. Speaker 1 notes that Iran did not accept responsibility due to ceasefire constraints, invoking terminology from Persian/Arabic to describe such “shots that come out of the blue.” There is speculation about other potential targets along alternative routes to bypass Hormuz, including Fujairah and Yanbu, to deter or disrupt overflow routes. - Regional outlook and strategic lists: The speakers speculate that Iran may maintain a prioritized list of targets among those responsible for significant damage to Iran (including Fujairah and Saudi pipeline routes) and that it could pursue other routes as part of a broader strategy to constrain Hormuz and diversify its leverage. - Ideology vs national interest in Iran: A major thread concerns whether Iran’s Islamic-republic ideology should or will give way to more pragmatic, interests-based diplomacy (such as re-entering or renegotiating the nuclear deal, minimizing sanctions, and engaging with the US while criticizing its allies). Speaker 0 argues the ideology often appears to guide policy, while Speaker 1 contends that Iran’s ideology is an enduring element of its foreign policy, shaping its support for Palestinians, Lebanese groups, and other allies, and that this ideological frame is not easily separated from national interests. - JCPOA and US policy: The dialogue references missed opportunities to return to the 2015 JCPOA framework, highlighting Robert Malley’s position that a revised, longer, stronger agreement could have been pursued after 2015, and noting that the withdrawal under Trump and subsequent sanctions contributed to the current crisis. There is critique of US internal politics and alleged influence from various actors, including assertions about the role of the “Epstein class” and other external pressures. - Post-ceasefire expectations: Looking ahead, Speaker 1 anticipates Iran becoming more aggressive in advancing its interests after any ceasefire, while Speaker 0 probes how Iran’s approach might shift if diplomacy were more effective, and whether a more calibrated policy toward the US and Israel could ease sanctions and improve conditions for ordinary Iranians. - Concluding note: The dialogue closes with mutual reflections on the enduring competition between ideology and national interests, regional power dynamics, and the potential trajectories for Iran and its neighbors in a post-ceasefire or negotiated settlement environment.

Glenn welcomed Seyyed Muhammad Marandi, a Tehran University professor and former Iran nuclear negotiator adviser, and asked about the terms of the current ceasefire and why clarity is hard to get. Marandi explained the progression: the U.S. initially demanded unconditional surrender, then shifted to a “15 plan,” which Iran rejected. Iran developed its own plan, with the Supreme National Security Council sending a modified version to the leader, Ayatollah Bahamani, who finalized it and sent it to Pakistan. Trump ostensibly accepted Iran’s framework as the basis for negotiations, though “that doesn’t mean that we’re going to have peace” and there’s little faith in U.S. willingness to concede the 10 points Iran presented. He described the U.S. as an empire whose capitulation is unlikely, given internal and international pressure and the current closure of the Strait of Hormuz. He warned that the U.S. military footprint in the region would be hard to sustain and would face logistical and environmental strain, which could complicate any new war; nonetheless, Iran is preparing for the worst, having previously negotiated with the U.S. twice and seeing both efforts end in renewed conflict. He attributed recent Israeli actions against Lebanon as an effort to derail the ceasefire, noting that Israeli leadership (Netanyahu) appears motivated to induce more violence to gain leverage domestically, while Western media outlets largely abstain from criticizing these actions. Glenn pressed on how to interpret the two-week window for negotiations and whether Lebanon’s inclusion in the ceasefire remains valid. Marandi reiterated skepticism that the full Iran-focused 10-point plan would be accepted by the United States, calling Trump inconsistent and unpredictable. He suggested the two-week period might be extended if negotiations progress modestly, but doubted any comprehensive agreement would be reached given the U.S. tendency to resist rights-based terms and to change positions rapidly. The two discussed the possibility of renewed U.S.-Iran conflict, with Iran continuing to strike at Israeli targets and American assets in the Gulf if necessary. The conversation then moved to the question of who bears responsibility for the broader regional disruption. Marandi argued that Gulf regimes (the United Arab Emirates, Kuwait, Qatar) are not in a position to fight Iran; without electricity and infrastructure, they would suffer cataclysmic losses. He asserted that the U.S. could not unify the Gulf states in a new campaign and that Iran would control the Strait of Hormuz if attacked. The UAE’s rumored strike on petrochemical facilities was cited as an example of the ongoing broader conflict. He also suggested Lebanon’s fate is tied to whether Israel continues striking Lebanon or shifts its focus back to Iran, and warned that a failure to constrain Israel would undermine any peace talks. Marandi asserted that the ceasefire’s terms could be undermined by the “Epstein class” influence over Western media and governments, arguing that the global media’s support for Israel’s actions betrays a broader humanitarian and democratic legitimacy crisis in the West. He also noted that Oman’s cooperation around Hormuz might be part of a negotiated arrangement, given Oman’s more favorable relationship with Iran and its geographic position on the strait. He stressed that Iran’s apparent victory could reshape global power dynamics, weakening the U.S. and empowering Iran and other Global South actors, with implications for the petrodollar system and regional alignments. Towards the end, Glenn and Marandi touched on the potential long-term regional changes, including borders and governance in the Gulf, and the broader economic and political costs for Gulf monarchies. Marandi attributed the crisis to Zionist influence on U.S. policy and lamented missed opportunities to pursue normal relations with the United States, referencing authors Flint and Leverett and their book Going to Tehran, which he suggested could have altered current events if heeded. He concluded by reiterating that lessons were not learned and that the war’s consequences would be lasting.

Afshan Rutansky presents Going Underground from the UAE, noting that seven weeks into the US-Israel war in Iran, the region faces continuing conflict and hardship. She claims the war began with Trump and Netanyahu assassinating Iran’s leader and his family, leading to millions killed, wounded, or displaced in Iran and Lebanon, and global disruption of fuel and petrochemical supplies. She marks Iran’s National Army Day, noting a traditional military parade and speech, but says this year’s observance comes after the US threatened to destroy Iran’s civilization in one night, and after a claimed “fake” Trump blockade of the Strait of Hormuz. She asserts adversaries of the US government have gained through destruction of US power and preferential pricing, citing visits of regional leaders to China and Moscow following visits by UAE’s MBZ and the Malaysian king. She introduces Bill Astoria (twenty-year US Air Force veteran, former professor of history, author of several works on militarism) from Yarmouth, Massachusetts, and asks why he says Iran has “won this war on Iran.” Astoria responds that while Iran may not have definitively won yet, the United States is losing the war because its stated rationales—regime change, nuclear threat elimination, destroying ballistic missiles—have not been achieved. He argues Iran is more unified and a bigger world player than before, while the US and Israel have failed to meet their war aims. He suggests long-term consequences indicate the United States is in decline, including unsustainable Pentagon spending (citing proposed rises to approximately $1.5 trillion plus $500 billion in the next fiscal year) and the war used to justify this expansion. From Iran’s perspective, he says, there is no imminent existential threat from Iran; rather, the existential threat is perceived to come from nuclear-armed Israel and America. Rutansky raises a Financial Times headline about Goldman Sachs clients benefiting from Iran diversion and “military Keynesianism” returning as a driver for wealth, implying the defense budget primarily enriches the rich oligarchy. Astoria counters that the American public mainly experiences propaganda, noting a 50% budget increase framed as defense, and calls the Pentagon budget a department for perpetual war rather than true defense. He contends Trump’s rhetoric and actions reveal a shift toward imperial aims, and points to multiple operations in places like Venezuela, Nigeria, Somalia, Yemen, Cuba, and Greenland. He also notes that diplomacy has been undermined by prior bombings and assassinations, reducing Iran’s trust in US negotiations. The conversation touches on the notion that Trump’s antiwar appeal was undermined by a militarized approach; Astoria stresses that military Keynesianism will not revive America and may increase authoritarianism and domestic repression, including harsher homeland security measures and militarized policing. He asserts Trump is a culmination of a warrior mentality in US policy, and that the Pope’s recent rejection of the war represents a related moral stance. Discussing Israel’s role, Astoria claims Israel poses a national security threat to the US in a nuanced way, suggesting Israeli influence over US foreign policy—particularly regarding Iraq, Iran, and the broader Middle East—casts doubt on whether Israel is a true friend to the United States. He argues the Ukraine war has faded from front-page coverage in US media, with continued support for Ukraine framed as necessary by American outlets. Toward the end, the host asks about censorship and media control; Astoria agrees that censorship is increasing as the conflict persists, noting that mainstream coverage emphasizes antiseptic imagery while omitting civilian casualties. He predicts more suppression of antiwar voices as the public becomes more aware of the war’s costs. The program closes with thanks to Astoria and a note that future guests will include a former Iraq War veteran now advising Robert Kennedy Jr. and working in Trump’s cabinet.

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.

The discussion centers on the prospect of a renewed full-scale war in the Middle East, the motivations behind it, and the strategic implications for the United States, Israel, Iran, and regional partners. - Probability of renewed conflict: Speaker 1 argues that the chances of another US-Israeli assault are high and could be imminent. The war’s continuation is described as driven by Zionist policy, not by US national interests, and there is belief that “the forces surrounding Trump” are not rational. The capacity and readiness for a major operation are described as significant, with US equipment and ground-force preparations in Kuwait, the Emirates, and Bahrain, plus jets in Qatar and Saudi Arabia. - Iran’s stance and Hormuz: The conversation asserts that Iran did not intend to take control of the Strait of Hormuz; rather, that move came as a response to the war and hostile actions in the Persian Gulf. Iran’s side contends that the Strait should not be used as a foothold to wage war against Iran, and that its demand for secure passage is tied to preventing further attacks on Iranian infrastructure. The claim is that Netanyahu pushed for occupying the region and that the war’s origins relate to Zionism. - Netanyahu and policy: The speakers attribute the onset of the war to Netanyahu’s actions, arguing that his approach forced escalation and that the US reoriented its strategy in line with Netanyahu’s goals. The claim is made that the real policy of the US and Europe supports a scenario in which Israel could dominate the region, with the two-state solution presented as a long-standing facade. - Trump’s stance and rhetoric: The dialogue notes fluctuations in Trump’s rhetoric, including posts that reference military action against Iran. It is suggested that Trump wants to withdraw but is constrained by the gap between Iranian demands and what the US is willing to concede. There is a sense that Iran is not satisfied with limited concessions and that Tehran seeks broader sanctions relief plus a permanent adjustment to the Hormuz situation. - Negotiations and concessions: The speakers discuss the negotiations’ sticking points, particularly Iran’s nuclear program and sanctions relief. There is a view that Iran should retain control over the Strait of Hormuz permanently, rejecting any plan to relinquish control or limit enrichment in a way that would be perceived as a concession to Trump or the West. The suggestion is that while limits could be easy to manage through the IAEA, the control of Hormuz must not be offered as a temporary concession. - UAE and Gulf dynamics: The UAE is described as strategically vulnerable and heavily aligned with the US and Israel, creating a target profile for Iran. Iran’s attacks are framed not as personal but as strategic, aiming to impact the global economy by targeting the UAE as a hub. The UAE’s role in regional politics is portrayed as aggressive in its push toward conflict, although the possibility of reconciliation with Iran is acknowledged. - Alaster Crook and decision-making: An anecdote about Alastair Crook is used to illustrate a point about Western decision-making, suggesting that rational analysis often does not drive policy; emotional factors and perceptions influence choices in Washington and European capitals. - Human costs and damage: The discussion references the human and infrastructural toll, including the destruction seen in Gaza and Lebanon, and alleges the US and Israeli campaigns have caused widespread harm, including to schools and civilians. The speakers assert that the war has inflicted severe economic and humanitarian costs and warn of deeper global recession or depression if conflict deepens. - Specific incident and online safety concerns: The host reveals that Speaker 1 has a bounty on his head, stemming from a Twitter account fundraising for kidnapping him; the account was initially not removed, drawing attention to online threats associated with the conflict. - Nuclear diplomacy and a potential deal: When considering a hypothetical deal, Speaker 1 asserts that Hormuz control must be permanent and rejects a proposal for temporary limits or enrichment concessions in exchange for sanctions relief or assets unfrozen. He emphasizes that Iran believes its nuclear program is a sovereign right and should be handled through international mechanisms like the IAEA rather than through punitive terms tied to Hormuz control. He also reiterates that the nuclear issue has long been used as a pretext for broader policy aims. - Final takeaway: The conversation closes with a sense of caution about the likelihood of avoiding a renewed war, a recognition of the high stakes involved, and an insistence that Hormuz control be non-negotiable for Iran, while acknowledging the potential for reconciliation if Gulf states reevaluate alignment with Israel and the US.