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Russia possesses strong ballistic missile and drone capabilities. Predictions in early 2022 suggested Russia would run out of missiles, but three years later, they are producing and deploying missiles that the United States cannot defend against. The recent strikes demonstrated Russia's ability to destroy Patriot missile batteries. Ukraine fired approximately 20 missiles within two minutes during the strikes, while Lockheed Martin only produces 550 of these missiles annually. Russia's ballistic missile and drone strategy is causing significant attrition of NATO weapons.

- New footage from Tel Aviv is shown, including videos outside windows of what sources say they are seeing, with a claim that Fox News is not covering this damage in Tel Aviv. The discussion centers on the reality of buildings being hit near City Hall, and questions why it isn’t being widely covered by Fox News. - The conversation shifts to missile stocks and interceptors. A comment references Keith Kellogg on Fox News discussing a Wall Street Journal report about running out of interceptor missiles within four to five weeks, and a claim that there is no problem because orders were placed and allies could supply missiles. The speaker notes that UAE reportedly has about a week left of interceptor missiles and says missiles from Iran are getting through “like a sieve.” - It is argued that the U.S. has a limited stockpile because many missiles have been transferred to Israel and Ukraine over the past years, leaving the U.S. inventory low. The claim is made that continuing the war with depleted missiles would heighten national security risk and vulnerability globally. - The transcript discusses potential international responses. The speaker contends that Europe’s mobilization rhetoric (France, Greece) should not be expected to deter Iran, noting that Greece does not have a major army and that NATO-funded contingents are involved rather than independent power. The assertion is made that Iran’s strikes in Tel Aviv, Tehran, Qom, and other cities show that Iran believes it can strike back effectively, signaling a preference to fight the United States and Israel rather than submit again. - The central point is that the conflict is described as 100% about missiles and air-defense missiles, not ground forces. The speaker argues Iran likely has enough offensive missiles to prolong the conflict for months, possibly longer than U.S. capacity to sustain it, especially with Hormuz potentially shut or partially shut, which could hurt the western economy. - Admiral James Stavridis is cited by Speaker 0, noting that as the U.S. and Israel expend hundreds of precision weapons, the focus should shift to logistics and stockpiles. The discussion emphasizes the need for inventory clarity, planning, and alignment between political objectives and military capabilities. - Speaker 1 asserts that the planning should have assessed inventories, timeframes, and whether the means match the objectives. The argument states that risking all resources without sufficient offensive or defensive capacity is a dangerous gamble, suggesting the current course could be a “huge blunder.” - The conversation touches on General Dan Kane, who reportedly told the president two weeks earlier that there were not enough ammunition and it would not be pretty to win. A reference is made to Trump’s Truth Social claiming Kane’s assessment was incorrect, with talk of whether Kane did or did not say the president’s characterization was accurate. The claim is made that there are concerns about integrity and whether senior leaders would publicly contradict the administration’s framing if necessary. - A follow-up question is raised about whether admitting a ground invasion would imply insufficient missiles to sustain the mission, with Speaker 1 acknowledging that admitting ground troops would signal a lack of missiles for sustained action. - The segment then shifts to a sponsorship note about depression treatment options, promoting Ataybekli and its lead program BPL-003 (a nasal spray psychedelic-based therapy) developed for treatment-resistant depression, with background on the company, its investors, and the roadmap toward Phase 3 in 2026. It emphasizes the potential for faster, more scalable treatment sessions and invites viewers to learn more at a website, with disclaimers about not providing medical or financial advice.

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.

- The discussion frames Iranian capabilities as the current biggest threat to the US Navy, noting that Iran’s position is now stronger, with significant new efforts in the last six months supported by China and Russia. The guest emphasizes that Iranian capabilities today are far more lethal than in 2020 and that Iran has benefited from Chinese and Russian involvement, including help with integrated air defenses. - On the protests in Iran, the guest contends that Mossad, with CIA and MI6, joined the efforts to provoke the regime into a brutal crackdown, aiming to trigger a stronger US response. He argues the protests were legitimate at their core (economic grievances and reformist aims) and that the attempt to exploit them for regime change failed. He explains that, after discovering 40,000 starlight terminals used to orchestrate regime-change efforts, the intelligence community judged the operation a failure, and President Trump was advised that a broader, more forceful campaign would be required, potentially including more firepower and assets. - Regarding Russia and China’s responses to potential regime collapse in Iran, the guest asserts that Russia would intervene only if the regime seemed in danger of collapsing, and China would respond similarly, considering strategic and financial consequences. - In the Maduro Venezuela operation, the guest recounts paying off many actors to enable the abduction of Maduro and his wife, noting air defenses largely stood down due to bribes, with one battery reportedly firing and damaging a helicopter. He suggests the operation accomplished regime alteration but not a change in leadership style, since the new president reportedly will not take instructions from Washington. He speculates that continued oil income from the captured Venezuelan oil could influence outcomes, and he notes skepticism about the profitability of Venezuelan drilling for major oil corporations, who may turn to private or mercenary groups. - The “secret weapon” comment (the discombobulator) is described as an exaggeration; the guest hints at undisclosed capabilities but declines further public discussion, citing high clearance and Pentagon confidentiality. - On Iran’s protests and possible US strikes, the guest reiterates that the initial protests were economically driven and that the Mossad-CIA-MI6 effort to provoke a harsher regime response stalled, leading to the decision for a larger potential strike. He outlines a plan for a prolonged air campaign with multiple carriers and a heavy emphasis on air power over naval action, suggesting a Kosovo-like approach with extensive air sorties to degrade Iran’s air and missile defenses, using surface ships as needed but relying on air power for sustained damage. He notes that the air campaign would require time and additional assets, possibly two to three more carrier groups, and would hinge on the ability to degrade defenses to enable broader bombing operations. - When discussing Iranian capabilities against the US Navy, the guest says Iran’s current capabilities are more dangerous, with Iran receiving about 500 missiles from China and improved Russian integrated air defenses. He notes concern about long-range missiles capable of reaching US bases and questions whether Iran’s Orion missiles could reach Diego Garcia. He asserts that Russian help could be more for deterrence or limited military support rather than supplying exotic missiles like Reshnik, and that the Chinese missiles could threaten ships at sea. - On the US mobilization (Lincoln, submarines, aircraft, drones, HIMARS, Patriot/THAAD), the guest says the response is a time-buying effort to pressure negotiations, with more assets likely and ongoing dialogue with Iran. He suggests the US may pursue enriched uranium settlements, acknowledging Netanyahu’s and Trump’s positions, while noting Iran’s insistence that missile development is not negotiable and that JCPOA prospects are unlikely. - About Iran’s possible escalation strategies, the guest analyzes several options: drone swarms could threaten bases; sea mines in the Strait of Hormuz would be a last resort but remain a hazard; a swarm of boats and diesel submarines pose challenges but are not existential threats to carriers; and long-range missiles (including those supplied by China) could target US bases or ships. He emphasizes that the navy can defend against many of these threats but highlights the difficulty of countering missiles and the threat submarines pose in shallow gulf waters. - On Russia and China’s potential responses if the regime falls: Russia would likely intervene militarily or economically to prevent regime disintegration, while China could leverage financial power (including debt leverage) and maintain strategic flexibility. The Turkish role is described as a wild card; Turkey could be motivated to counter Israeli hegemony in the region, potentially drawing NATO into conflict, despite NATO’s current limited capacity. - Finally, the guest touches on broader geopolitical implications: he suggests Europe is drifting towards greater autonomy from the US, NATO’s effectiveness is questionable, and the regime’s fall could trigger wider regional instability. He argues Taiwan is a separate, less feasible target for conflict, given distance and economic stakes, and calls for more cautious rhetoric regarding Taiwan. He closes by noting that Ukraine’s fate and Europe’s stance will influence how the US and its allies manage any Iran escalation.

Two weeks into the conflict, the official casualty toll for Americans is rising. The Pentagon has publicly acknowledged about 140 wounded, after Redacted reported at least 137 and Reuters later published an exclusive saying as many as 150 US troops wounded. The panel notes this number and questions why it wasn’t more prominently reported earlier by major outlets. Iran asserts talks with the United States are off the table for now and vows to keep striking as long as it takes, with an “eye for an eye” stance. The discussion asks what “eye for an eye” would actually entail, debating whether it means targeting civilian or infrastructure components in retaliation. The Strait of Hormuz is deteriorating rapidly with intelligence tracking Iranian mine-laying threats, and Gulf energy infrastructure suffering damage. About 1,900,000 barrels per day of refining capacity across Bahrain, Iraq, Kuwait, Qatar, Saudi Arabia, and the UAE is down, and CBS reports shipping through the Strait has ground to a virtual halt. On the broader geopolitical stage, Israel is bombarding Beirut’s southern suburbs and Lebanon, effectively expanding its operations in the region. In Washington, Lindsey Graham is openly urging Americans in the South to push their sons and daughters to fight in the Middle East, urging allied countries to step up and end back-channel support, including public pressure to move air bases out of Spain. The panel criticizes this rhetoric as urging others to bear the burden of conflict. Larry Johnson, a former CIA analyst, joins to discuss wounded American troops and casualties. He notes March 4 at Landstuhl Regional Medical Center, whose memo told pregnant women not to come for births, signaling a surge of casualties. He adds a nearby Kaiserslautern blood drive was issued on March 5, underscoring higher inbound casualties. Johnson explains Iran’s capacity to respond with drones, missiles, and other weapons, suggesting the Strait’s disruption affects global energy markets—oil and liquefied natural gas—while noting the impact on major economies: India and others depending on Gulf energy, with Russia benefiting from higher oil prices as Western sanctions shift flows. He highlights Russia’s oil diplomacy shifts, including India’s discounted imports and Berlin’s and BRICS dynamics, and observes that Russia’s price at about $89 a barrel reflects new market conditions. Johnson discusses how some in Washington may be leaking assessments to shift blame for any future outcomes, pointing to a leak of the National Intelligence Council memo warning against expecting regime change in Iran. He suggests there are warhawk factions in the Trump administration with aggressive aims, including potentially targeting Kharg Island, a critical oil export hub for Iran, which could provoke drone and missile countermeasures from Iran. The conversation notes that Iran could respond with drones and missiles rather than by ceding control of Hormuz, emphasizing that taking Kharg Island would be dangerous due to Iran’s drone capabilities and air defenses. Overall, the dialogue conveys a war that is not winding down as messaging might imply, with escalating casualties, strategic waterway disruption, and high-stakes diplomatic and military posturing across the region.

There was no policy decision to stop sending weapons to Ukraine. A review of stockpiles caused a temporary pause of certain munitions. During the review, some shipping slowed down, but didn't stop. The review has occurred, and there's been no change to the posture of providing what is available. Ukraine needs Patriot batteries, which are available in multiple European countries, including Spain and Germany. Some countries that have ordered Patriot batteries and are about to receive them could defer shipment to Ukraine instead. These are defensive weapons that would help with missile attacks, but not drone attacks.

So right now, as we speak tonight, there are two THAAD missile batteries in Israel. That's one quarter of the world's total supply of THAAD missile batteries. The THAAD missile battery is an American made, very high-tech missile battery that takes incoming missiles out of the sky. And one quarter of the world's entire supply of these is in Israel right now manned by US troops, by Americans in uniform or not. Since 10/07/2023, which is a little less than two years ago, The United States has spent at minimum $30,000,000,000 defending Israel. So anyone who says, oh, it's just a drop in the bucket. It's totally insignificant is lying or doesn't know the numbers. We are spending our time, our money, and we're taking enormous risks on behalf of a country that geopolitically is not significant at all.

Larry Johnson and the host discuss the rapid developments around Iran and the wider regional implications, challenging the narrative of visible damage and highlighting inconsistencies in Western reporting. Key points about Israel, Iran, and propaganda: - Johnson argues Israel’s situation may be worse than Tehran’s, noting that Iran seeks to destroy Israeli infrastructure while Israel aims to project resilience through propaganda, including social media controls. He cites a video on sonar21.com showing what he sees as the ineffectiveness of Israeli and US air defenses in Israel, with four missiles impacting Tel Aviv and across the horizon. - There are reports of significant pushback in Israel: divisions between police and military, shortages of food, inadequate shelters, and protests. Johnson says Western propaganda claiming Israel is unscathed is contradicted by these reports. - Johnson suggests Israel is attempting to broaden the conflict with Iran through false flag attacks (oil facilities in Saudi Arabia, and incidents in Azerbaijan, Turkey, and Cyprus) to draw NATO into a broader confrontation, but asserts Iran has been effective in debunking these false flags. Weapons, logistics, and supply constraints: - A major theme is American and allied weapon shortages and the sustainability of a prolonged campaign against Iran. Johnson and Speaker 1 discuss limits in Patriot and THAAD stocks, and the difficulty of sustaining Tomahawk production due to rare earth minerals controlled by China. - Patriot missiles: production data show a ramp-up from 2015-2020 (approximately 1,800 units total) to higher annual outputs since 2020 (about 550 per year, plus 620 in 2025). Ukraine reportedly exhausted its 974 Patriot missiles. - THAAD missiles are even less abundant (about 79 produced per year; each costs around $12-13 million), with a small overall stockpile. This implies a limited capacity to sustain long campaigns. - The discussion notes that the United States’ missile inventories are not as unlimited as sometimes claimed; logistics and manufacturing limits are real constraints, and resupply for long conflicts would be challenging. - The availability of Tomahawk missiles depends on rare earths from China, adding another constraint beyond factory capacity and labor. Ground force considerations and regional dynamics: - There is skepticism about any credible prospect of American boots on the ground in Iran. The Kurds, if mobilized, would face severe logistical and operational challenges in Iran’s rugged western border, making sustained insurgencies unlikely to impact Iranian politics. Early reports indicate Kurdish infiltrations were quickly repelled by Iranian forces. - Russia’s transfer of 28 attack helicopters to Iran is discussed as part of a broader assessment of Iranian military readiness. Iran has shot down several US air platforms (including multiple F-15s) in the past few days, reinforcing a perception of Iranian resilience. - Johnson notes that the West’s strategy to portray Iran as weak has backfired, strengthening internal Iranian unity and resolve, particularly after the February 28 and earlier June incidents. Regional and global reactions: - The war’s geographic expansion, including the submarine incident near Sri Lanka and broader Gulf security concerns, risks drawing in more regional actors and complicating alliances. - The Gulf states (Saudi Arabia, UAE, Bahrain, Qatar) rely heavily on US protection and expat labor, and there is growing concern about the United States’ ability to guarantee security. Johnson argues this could erode Western credibility and investment in the region. - The strait of Hormuz is pivotal; Iran’s potential control could disrupt global oil flows, with cascading economic effects. Saudi Arabia’s oil infrastructure may be shielded by alternative pipelines, but LNG exporters like Qatar would suffer significant downtime. - The broader strategic picture suggests a shift away from US-dominant security arrangements in the Gulf, with Turkey coordinating with Iran, and Gulf states re-evaluating security guarantees and economic dependence on the United States. Outlook and possible endings: - Johnson forecasts a prolonged attritional conflict, with the United States unlikely to break Iran’s defenses without a substantial and sustained shift in strategy. He argues that air power alone fails to achieve regime change and notes historical examples across Iraq, Serbia, and Vietnam where air campaigns did not produce the desired political outcomes. - He predicts an endgame in which Iran could leverage the Strait of Hormuz to negotiate terms that reduce sanctions in exchange for reopening traffic, but only if Washington concedes to major concessions (including ending military bases in Saudi Arabia and Qatar). - He warns this crisis could accelerate regional instability and potentially erode the United States’ credibility, with domestic political repercussions and potential shifts in both US and European political alignments. Final thoughts: - The discussion emphasizes the mismatch between optimistic Western narratives and the practical limits of militaries, economies, and logistics in sustaining a longer confrontation with Iran. - The speakers stress that a straightforward, decisive victory seems unlikely; instead, the conflict risks deepening regional instability, economic disruption, and lasting strategic realignments in the Middle East.

Speaker 0: Decision on whether to supply Tomahawk missiles to Ukraine or sell them to NATO and let them sell them to Ukraine. Speaker 1: Yeah. I've sort of made a decision pretty much if if if you consider. Yeah. I I think I wanna find out what they're doing with them. Yes. Speaker 0: Yes. Speaker 2: Donald Trump's recent statement to the press about mulling over sending Tomahawk cruise missiles to Ukraine has elicited a response from the Kremlin today. Putin announced that the peace process with the Trump administration to end the Ukraine war is officially, quote, unquote, exhausted. Trump and Putin have had a very, you know, strange relationship, a little touch and go since Trump returned to the presidency. At first, to end the Ukraine war on his very first day in office, Trump has meandered a bit on the issue and is now apparently settling on the Biden administration's policy of arming Ukraine and NATO to the hilt. But can Tomahawk cruise missiles even make much of a difference given that the Russian military has achieved supremacy on the battlefield and maintained that dominance for at least the last year and a half, maybe even longer, if you will. We're now joined by, and we're so pleased he's with us, retired US Army colonel Douglas MacGregor. He's the author of I'm sorry. We also have Brandon Weichert with us, the author of Ukraine. Go cross wires there, a disaster of their own making, how the West lost to Ukraine. Thank you both for being with us. Speaker 3: Sure. Speaker 4: Thank you for having me. Speaker 2: Colonel McGregor, welcome to the show. We're so glad to especially have your perspective on this. And what we're gonna kinda do is a tour, if you will, around the globe because there's several, ongoing and pending conflicts. Right? So let's start with this breaking news out of Russia where Putin says that these talks, these negotiations are exhausted. Are they, as a matter of fact, exhausted, colonel? Speaker 3: Well, I think he was referring specifically to what happened in Alaska. And I think president Trump showed up, you know, in grandiose fashion with the goal of overwhelming, president Putin and his team with his charm and grace and power, and it all failed miserably. President Trump never really listened carefully to anything the Russians said to him. He didn't read any of the material that was pertinent to the discussion. He came completely unprepared, and that was the the message that came out after the meeting. So the Russians were very disappointed. If you don't read their proposals, you don't read what they're doing and what they're trying to accomplish, then you're not gonna get very far. So now, president Trump has completed his transformation into Joe Biden. He's become another version of Joe Biden. Speaker 2: What it is so unexpected. And, you know, it's hard for a lot of a lot of Trump voters to hear because specifically part of voting for him and the mandate that he had going into this term was in these conflicts. Right? Specifically, the one in Ukraine. He didn't start any new conflicts while in office in the first term. Why this version of Trump this term? I know you, like I, look into the hiring, the administration, the pressures from the outside on the president. What is influencing where he is now on Ukraine, colonel MacGregor? Speaker 3: Well, that's a that's a difficult question. I mean, first of all, he grossly underestimated the complexity of the of the war. If you don't understand the foundations for the conflict, how this conflict came about, I mean, I I was standing around listening to someone like Brzezinski in the nineteen nineties trying to tell president Clinton that it was critical to address Ukraine's borders because Eastern Ukraine was, quote, unquote, Russified and effectively not Ukrainian. Nobody would listen to Brzezinski, and so we walked away from that very problem. And in the run up to this thing back in 2014, I was on several different programs, and I pointed to the electoral map, And it showed you who voted for what where. It was very obvious that the East and the Northeast voted to stay with the Russian pro Russian candidate, and everybody else voted against the pro Russian candidate. So none of this should come as a surprise, but I don't think president Trump is aware of any of that. I don't think he studied any of that. And so he's got a lot of people around him pushing him in the direction of the status quo. He went through this during his first term, disappointed all of us because he could never quite escape from the Washington status quo. So he simply returned to it, and I don't see anything positive occurring in the near future. Speaker 2: That's sort of the same as well, with other agencies like the the DOJ, which I wanna get into a little bit later. Brandon, you've been writing about this as a national interest. So what what do you make of it? Speaker 4: Well, I think that right now, this is a lot of vamping from Trump. I think the colonel is a 100% correct when he says Trump really didn't come prepared to the Alaska meeting. I think ultimately Trump's default is to still try to get a deal with Putin on things like rare earth mineral development and trade. I think it's very important to note, I believe it was Friday or Thursday of last week, Putin was on a stage at an event and he reiterated his desire to reopen trade relations with The United States and he wants to do a deal with Trump on multiple other fronts. So that's a positive thing. But ultimately, I think that people need to realize that Trump says a lot of stuff in the moment. The follow through is the question. I am very skeptical that he's actually going to follow through on the Tomahawk transfer if only because logistically, it's not practical. Ukraine lacks the launchers. They lack the training. The the targeting data has to come exclusively and be approved exclusively by the Pentagon, which means that Trump will be on the hook even more for Joe Biden's war, which runs against what he says he wants to get done, which is peace. Regardless of whether it's been exhausted or not that process, Trump I think default wants peace. So I think this is a lot of bluster and I think ultimately it will not lead to the Tomahawk transfer. Last of all because we don't have enough of these Tomahawks. Right? I mean, that that is a a finite amount. I think we have about 3,500 left in our arsenal. We have 400 we're sending to the Japanese Navy, and we're gonna need these systems for any other potential contingency in South America or God forbid another Middle East contingency or certainly in the Indo Pacific. So I think that at some point, the reality will hit, you know, hit the cameras and Trump will not actually follow through on this. Speaker 2: So speaking of South America, let's head that way. Colonel McGregor, I I don't know if you know. I've been covering this pretty extensively what's been going on with the Trump administration's actions on Venezuela. So a bit of breaking news. Today, the US State Department claims that Venezuela is planning to attack their embassy, which has a small maintenance and security board other than, you know, diplomatic staff. Meanwhile, Maduro's regime argues they're just foiled a right wing terrorist plot that's that was planning to stage a false flag against the US embassy to give the US Navy fleet. There's a lot off in Venezuela's coast the impetus to attack Maduro. I've been getting some pushback, you know, on this reporting related to Venezuela, because, you know, Trump's base largely doesn't want any new conflicts. They're afraid this is sort of foreign influence wanting wanting him to go there. Are we justified in what Trump is doing as far as the buildup and what we are hearing is an impending invasion? Is it is the Trump administration justified in this action, colonel MacGregor, in Venezuela? Speaker 3: No. I I don't think there's any, pressing pressing need for us to invade or attack Venezuela at all. But we have to go back and look at his actions to this point. He's just suspended diplomatic relations with Venezuela, which is usually a signal of some sort of impending military action. I don't know what he's being told. I don't know what sort of briefing he's received, what sort of planning has been discussed, but we need to keep a few things in mind. First of all, the Venezuelan people, whether they love or do not love Maduro, are very proud of their country, and they have a long history of rebelling against foreign influence, particularly against Spain. And they're not likely to take, an invasion or an intervention of any kind from The United States lately. Secondly, they've got about 400,000 people in the militias, but they can expect, at least a 100,000 or more paramilitaries to come in from Brazil and Colombia and other Latin American states. It's why the whole thing could result in a Latin American crusade against The United States. And finally, we ought to keep in mind that the coastline is 1,700 miles long. That's almost as long as the border between The United States and Mexico. The border with Brazil and with Colombia is each of them are about 1,380 kilometers long. You start running the math and you're dealing with an area the size of Germany and and France combined. This is not something that one should sink one's teeth in without carefully considering the consequences. So I don't know what the underlying assumptions are, but my own experience is that they're usually a series of what we call rosy scenarios and assume things that just aren't true. So I I'm very concerned we'll get into it. We'll waste a lot of time and money. We'll poison the well down there. If we really want access to the oil and and gas, I think we can get it without invading the place. And they also have emerald mines and gold mines. So I think they'd be happy to do business with us. But this obsession with regime change is very dangerous, and I think it's unnecessary. Speaker 2: That is definitely what it seems they're going for. When I talk to my sources, ChromaGregor, and then I'll get your take on it, Brandon, they say it's a four pronged issue. Right? That it's the drug that, of course, the drugs that come through Venezuela into The United States, Trend Aragua, which we know the ODNI and Tulsi Gabbard, DNI, Tulsi Gabbard was briefed on specifically, that the right of trend in Aragua and how they were flooded into the country, counterintelligence issues, a Venezuelan influence in, you know, in some of our intelligence operations, and, just the narco terrorist state that it is. But you feel that given even if all of that is true and the Venezuela oh, excuse me, in the election fraud. Right? The election interference via the Smartmatic software. Given all that, you still feel it's not best to invade, colonel. You how do we handle it? How do we counter these threats coming from Venezuela? Speaker 3: Well, first of all, you secure your borders. You secure your coastal waters. You get control of the people who are inside The United States. We have an estimated 50,000,000 illegals. Somewhere between twenty five and thirty million of them poured into the country, thanks to president Biden's betrayal of the American people and his decision to open the borders with the help of mister Mayorkas that facilitated this massive invasion. I would start at home. The drug problem is not down in Venezuela. The drug problem is here in The United States. If you're serious, anybody who deals in drugs or is involved in human trafficking, particularly child trafficking, should face, the death penalty. Unless you do those kinds of things, you're not gonna fundamentally change the problem here. Now as the narco state title, I think, is a lot of nonsense. The drugs overwhelmingly come out of Colombia. They don't come out of Venezuela. A very small amount goes through Venezuela. I'm sure there are generals in the Venezuelan army that are skimming off the top and putting extra cash in their banks, but it's not a big it's not a big source from our standpoint. We have a much more serious problem in Mexico right now. Mexico is effectively an organized crime state, and I don't think, what Maduro is doing is is really, in that same category. On the other hand, I think Maduro is courting the Chinese and the Russians. And I think he's doing that because he feels threatened by us, and he's looking for whatever assistance or support he can get. And right now, given our behavior towards the Russians in Ukraine, it makes infinite sense for the Russians to cultivate a proxy against us in Central And South America. This is the way things are done, unfortunately. We there are consequences for our actions. I don't think we've thought any of them through. Speaker 2: Well, in in in talking about turning this into a broader conflict or a bigger problem, I I I I know, Brandon, you had heard that that Russia basically told Maduro, don't look to us. Don't come to us. But now this was a couple weeks ago. Yep. Yep. Like you just said, colonel MacGregor, things have changed a little bit. Right? Especially looking at what Putin said today. So will Russia now come to Venezuela's aid, to Maduro's aid? Speaker 3: I think it's distinctly possible, but it's not going to be overt. It'll be clandestine. It'll be behind the scenes. The Chinese are also gonna do business with Maduro. They have an interest in the largest known vindicated oil reserves in the world. The bottom line is and this you go back to this tomahawk thing, which I think Brandon talked about. It's very, very important. The tomahawk is a devastating weapon. Can they be shot down? Absolutely. The Serbs shot them down back in 1999 during this Kosovo air campaign. However, it carries a pretty substantial warhead, roughly a thousand pounds. It has a range of roughly a thousand miles. And I think president Trump has finally been briefed on that, and he has said, yeah. I I wanna know where they're going to fire them, whom they're going to target. Well, the Ukrainians have targeted almost exclusively whatever they could in terms of Russian civilian infrastructure and Russian civilians. They've killed them as often and as much as they could. So the notion if you're gonna give these things to these people or you're gonna shoot for them, you can expect the worst, and that would precipitate a terrible response from the Russians. I don't think we understand how seriously attacks on Russian cities is gonna be taken by the Russians. So I would say, they will provide the Venezuelans with enough to do damage to us if if it's required, but I don't think they expect the Venezuelans to overwhelm us or march into America. That's Mexico's job right now with organized crime. That's where I think we have a much more serious problem. Speaker 4: I I agree with the colonel on that. I think also there's an issue. Now I happen to think we we because of the election fraud that you talk a lot about, Emerald, I think there is a threat in Maduro, and I I do think that that there is a more serious threat than we realize coming out of that sort of left wing miasma in Latin America. And I I think the colonel's correct though in saying that we're we're making it worse with some of our actions. I will point out on the technical side. I broke this story last week. The Venezuelan government, the military Padrino, the the defense minister there, claimed that his radar systems actually detected a tranche of US Marine Corps f 35 b's using these Russian made radars that they have. This is not the first time, by the way, a Russian made radar system using these really and I'm not going get into the technical details here, but using really innovative ways of detecting American stealth planes. It's not the first time a Russian system has been able to do this. And so we are now deploying large relatively large number of f 35 b's into the region. Obviously, it's a build up for some kind of strike package. And there are other countermeasures that the f 35 b has in the event it's detected. But I will point out that this plane is supposed to be basically invisible, and we think the Venezuelans are so technologically inferior, we do need to be preparing our forces for the fact that the Venezuelans will be using innovative tactics, in order to stymie our advances over their territory. It's not to say we can't defeat them, but we are not prepared, I don't think, for for having these systems, seen on radar by the Venezuelans, and that is something the Russians have helped the Venezuelans do. Speaker 2: Very complex. Before we run out of time, do wanna get your thoughts, colonel MacGregor, on, the expectation that Israel will strike Iran again. Will we again come to their aid? And do you think we should? Speaker 3: Well, first of all, stealth can delay detection but cannot resist it. Yeah. I think the stealth is grossly exaggerated in terms of its value. It causes an enormous price tag Yeah. When you buy the damn plane. And the f 35, from a readiness standpoint, is a disaster anyway. So, you know, I I think we have to understand that, yes, mister Netanyahu has to fight Iran. Iran has to be balkanized and reduced to rubble the way the Israelis with help from us and the British have reduced Syria to chaos, broken up into different parts. This is an Israeli strategy for the region. It's always been there. If you can balkanize your neighbors, your neighbors don't threaten you. Now I don't subscribe to the Israeli view that Iran is this permanent existential threat that has to be destroyed, but it doesn't matter what I think. What matters is what they think. They think Iran is a permanent existential threat and therefore must be destroyed. Your question is, will they find a way to attack Iran? The answer is yes. Sooner rather than later. The longer they wait, the more robust and capable Iran becomes. And, I think that's in the near term that we'll see we'll see some trigger. Somehow, there'll be a trigger and Iran will strike. And will we support them? Absolutely. We're already moving assets into the region along with large quantities of missiles and ammunition, but our inventories, as I'm sure you're aware, are limited. We fired a lot of missiles. We don't have a surge capacity in the industrial base. We need one. Our factories are not operating twenty four hours a day, seven days a week. The Russian factories are. Their manufacturing base can keep up. And by the way, the Chinese are right there with them. They have the largest manufacturing base in the world. So if it comes down to who could produce and fire the most missiles, well, we're gonna lose that game, and Israel is gonna lose with us. But right now, I don't see any evidence that anyone's worried about that. Speaker 4: Yeah. Speaker 2: You know what? Colonel McGregor, I I I don't know if I feel any safer after you joined us today. It is very concerning. It's it's a concerning situation we find ourselves in, and I feel like so many people because they feel the election turned out the way they wanted to wanted it to, are not concerned anymore. Right? But we are in Speaker 1: a finite amount of time and there's still great pressures upon the president. There are many voices whispering in his ear. And so we constantly have to be calling out what we Speaker 2: see and explaining to people why it matters. Speaker 3: Remember, this president has said this. Everybody dealing with the administration has said this. It's a very transactional administration. Yep. Follow the money. Who has poured billions into his campaign and bought the White House and Congress for him? When you understand those facts in, you can explain the policy positions. Speaker 1: And I think that's also why we're, the leading conversation we're seeing on acts and social media. Right now, Colonel McGregor, thank you so much for joining us today. We hope you'll come back soon. Speaker 3: Sure. Thank you. Speaker 2: And, Brandon, as always, good to see you, my friend. Thank you. Speaker 4: See you again. Nice to meet you, colonel. Speaker 3: Very nice to see you. Bye bye.

Stanislav (Speaker 1) and Speaker 0 engage in a wide-ranging, combative analysis of the Iran-Israel-U.S. conflict and broader geopolitical implications. Key points and claims are as follows: - On Iran’s military activity: The volume of Iranian drone and rocket attacks has dropped by about 95% in the last few days, but Iran’s strategic goals appear to be advancing. The Strait of Hormuz remains closed, and Iran has not fallen from power, suggesting a durable regime in Iran despite reduced attack tempo. Israel is said to be taking a pounding with strikes on Haifa refinery, electrical plants, and other targets, while Iran is pursuing a long-haul campaign rather than a rapid blitz. - Terminology and legitimacy: Stanislav objects to labeling Iran’s leadership as a “regime,” arguing it’s a derogatory term and positing that the regime is a theocracy that is comparatively stable under pressure. He notes that air campaigns have never toppled governments and argues that people rally around governments when their families are being harmed, especially within Shia culture. - Information and truth in war: Both sides are accused of misrepresenting losses and capabilities; the Pentagon’s numbers on drones and rockets are treated with skepticism. There is emphasis on the difficulty of verifying battle damage in real time, and the reality that “the first sacrifice of any war is truth” in war reporting. - Military capabilities and constraints: Stanislav emphasizes that the U.S. and Israel have suffered damage to critical infrastructure, and the U.S. faces munitions shortages. He cites the first six days of conflict as consuming thousands of missiles (3,600 missiles across defensive and offensive systems). He argues U.S. industrial/munitions capacity is strained, with missiles being produced in small quantities and largely by hand, constraining rapid replacement. - Iran’s defense and offense: Iran is portrayed as possessing underground “missile cities” and being able to move and launch missiles from concealed locations. The use of decoy aircraft and other decoys is noted, complicating target acquisition. Iran is described as capable of sustaining a long campaign, with continued missile production and hidden launch capability, including launchers that can be moved and re-deployed quickly. - Sensor/shooter network: The discussion mentions a new U.S.-reported capability described as a “sensor shooter network” that uses satellites to spot a missile launcher as it emerges, relaying coordinates to fighters such as F-35s to intercept before launch. This is framed as making missile launches harder for Iran and easier to strike launchers for Israel and the U.S. - Strait of Hormuz as the central objective: The primary objective for Iran, per Speaker 0, is to close the Strait of Hormuz for as long as possible and disrupt Gulf states, with closing the strait potentially forcing an American exit due to economic pressure. Attacks that target Israel are framed as secondary (“bonus”) relative to the Hormuz objective. - Ground warfare and invasions: Both speakers argue that a U.S. or allied ground invasion of Iran would entail massive casualties and potential domestic political backlash, making it a less likely option. The difficulty of projecting power through Iran’s mountainous terrain and the risk of a popular uprising are highlighted. - Regime durability and external support: Iran’s government is described as a theocracy with deep cultural unity, making political collapse unlikely. Russia and China are discussed as critical backers: Russia provides MiG-29s, SU-35s, S-400s, and jamming capabilities, while China provides satellite connections and political cover, and both nations see Iran as an existential interest—Russia especially, given Central Asia and the Caucasus. Iran is portrayed as having backing from Russia and China that would prevent a wholesale collapse. - U.S. allies and credibility: The U.S. is portrayed as depleting its ability to defend Gulf allies, with discussions of allied air-defense systems being diverted elsewhere (to Israel) and questions about long-term U.S. willingness or capacity to sustain a commitment in the Gulf. - Ukraine comparison and broader geopolitics: The dialogue touches on Ukraine, NATO, and the differential treatment of Ukraine versus Iran, noting perceived manipulation by Western actors and the difficulty of achieving durable peace through negotiations when proxies and local actors have entrenched interests. Zelensky and Kyiv’s internal politics are referenced to illustrate broader critique of Western interventions. - Potential off-ramps and negotiations: There is debate about whether a political settlement could be engineered that would preserve the Iranian regime while offering concessions (e.g., limitations on ballistic missiles or nuclear ambitions) and provide Trump with a way to claim a diplomatic win. Stanislav suggests the unpredictable nature of the current leadership and that an off-ramp may be difficult to secure; Speaker 0 contends that a pragmatic, deal-oriented path could exist if a credible intermediary or concessions are arranged, perhaps involving a different leadership or mediator. - Final reflections on strategy and endurance: Stanislav stresses that drones, missiles, and human ground forces all have limits, and argues that real military victory rarely comes from air campaigns alone; the fundamental test remains whether ground forces can secure and hold territory. Speaker 0 adds that the regime’s resilience in Iran and the long-term strategic calculus—especially regarding Hormuz, energy, and allied alliances—will shape the conflict’s trajectory in the coming weeks. Both acknowledge the enormous complexities and the high stakes for regional and global stability.

First speaker: Let me ask you. Regardless of what he thinks, what do you think, militarily speaking, looking at all just the fundamentals, if if The United States attacks Iran in any capacity and they respond back and they hit, we'll say, Al Udeid or any of these other bases that are in the area, the the the naval area at Bahrain, what would happen? What do you think would be the result on the ground? Second speaker: American casualties and then Israel will be destroyed. That's all nearly destroyed. That's pretty much what is gonna happen. And, the issue here is, how they can, basically preserve their US Navy's assets in the area. Obviously, United States has tomahawks, and many people do not understand. United States has about two and a half thousand tomahawks in general. It's the block four and block five, which is still I mean, it's it's a long range. It's about 2,000 kilometers. But the point is for the country like, Iran, 2,000 Tomahawks are nothing. You know? And so, they can still hit some political leadership. But, the moment they begin to fly, there will be a really, really serious repercussions for the liberal and fifth column in, Iran. And after that, we might have only the hardening of the regime if you wish. Because even if they kill Khamenei, okay. So what is gonna happen? Well, he becomes a martyr. And, Iranian people, they're they're they're courageous. I mean, they will fight back.

In the discussion, Speaker 1 argues that Iran’s objective is simply to survive; their strategy is to continue lobbing missiles, launching drones, and striking back as the U.S. approaches within Iran’s vicinity. He contends Iran has maintained command and control, dispersed forces, and possesses a large and enduring supply of missiles and drones, so the minimal victory for Iran is to endure the conflict. When asked what the U.S. should do to win, Speaker 1 criticizes bombastic rhetoric about U.S. superiority and questions the efficacy of regime change through bombing. He suggests that killing the supreme leader backfires by galvanizing the population and Shiites worldwide, noting Iran’s developed succession mechanisms that compensate for leadership losses. He argues that attempts to destroy Iran or disintegrate its society are misguided and that, if the U.S. pushes toward such aims, it may trigger greater confrontation with China and Russia. He also implies mixed signals from U.S. leadership, contrasting expectations under Biden with actual actions, and contemplates a similar pattern under Trump. Speaker 2 adds that President Trump could claim success by neutralizing key figures like the Ayatollah, but suggests that Israel’s preferences are driving U.S. policy, implying limited autonomy for America. He notes the risk of being drawn back into conflict and emphasizes uncertainty about public perception as the war continues. He remarks on the presence of pro-war voices and social media pushback, interpreting it as a sign that the audience may be “over the target.” Speaker 0 seeks a military assessment of the current state: the Iranian capacity, the Israeli position, and American casualty figures. Speaker 1 assesses Israel as internally distressed: internal unrest, exhausted armed forces, and a large exodus of citizens; he predicts Israel faces an ominous future and foresees Israel possibly deteriorating before Iran. He describes Israel’s use of mercenaries and acknowledges substantial damage on both sides, with Netanyahu’s visibility limited. In the broader Persian Gulf, Speaker 1 states that deterrence has failed among regional powers such as the Emirates and Saudi Arabia. The United States is perceived as hampered by a long logistical footprint; uncertainty about missile stocks and intercepts persists, but Speaker 1 asserts that Iran can sustain war for a long time and that bombing alone will not compel Iranian capitulation. He foresees intensified U.S. troop and firepower deployment, including three carrier battle groups over the next two weeks, to replace the current forces. Overall, the conversation centers on Iran’s resilience, the limited likelihood that bombing will force regime change, the risk of broader great-power involvement, and growing weariness and strategic complications for all sides, with Iran poised to endure and possibly prevail in the long term.

Host: Welcome back. We’re joined by Larry Johnson, a former CI analyst, to discuss what looks like a war with Iran coming sooner rather than later. The world is watching as the US mobilizes more military assets to the region. How should we read this? Is this preparation for war, or a show of strength during negotiations? Larry Johnson: I hoped it was intimidation, but people I trust in national security say this is far more serious. It’s described as one of two things: either a reprise of Midnight Hammer, when US and Iran coordinated two raids into northern Iran, or they’re preparing for an Israeli attack and to back Israel. It’s not just to force concessions at the negotiating table; it’s a warning indicator. Steve Bryan, a former undersecretary of defense, reacted emotionally to US–Iran negotiations, arguing that Iran is using a rope-a-dope strategy. This pressure toward attacking Iran is enormous, and Netanyahu’s visit suggests coordination. The issue has moved beyond nuclear weapons to ballistic missiles and support for Hamas and Hezbollah. The rhetoric around Hamas and Hezbollah is, in my view, a red herring; Israeli claims don’t match the facts. Trump is under heavy pressure from the Zionist lobby to act, and I think a violence outbreak in the next two weeks is plausible, though I hope I’m wrong. Host: The debate you referenced about motives is revealing. If the goal is to destabilize or create chaos to justify action, which past interventions show that hasn’t produced sustainable stability. If the aim is negotiation leverage, what can be achieved now? It seems the US insists on tying any nuclear deal to Iran abandoning its allies and deterrence. Johnson: Iran has built a formidable arsenal: 18 types of ballistic missiles, a recently reportedly successful intercontinental ballistic missile test, five types of cruise missiles, and over 15 types of drones. They’ve learned from decades of conflict with the US and see themselves as at war with the United States. The US narrative of Iran as the aggressor clashes with historical US actions that damaged Iran’s economy and civilian life. Iran’s patience has been tested; they’ve drawn a line in the sand and are prepared to defend themselves, retaliating massively if attacked. They now have support from China and Russia, including advanced radar and air defense, with Chinese and Russian ships headed to the Arabian Sea for a joint exercise. If conflict escalates, Iran could retaliate across the region, with regional actors potentially joining in. Host: You mentioned the tactical realities of the region. The US has deployed many F-35s to the region, including land-based F-35s for SEAD. There are reports of a large US presence in Armenia, and Iran’s potential to strike Haifa or Tel Aviv if attacked. The geopolitical picture is complex, with Russia and China providing support to Iran. The US carrier fleet in the Gulf would face Iranian, Russian, and Chinese air defenses and missiles, including hypersonics. The question is whether the US can sustain a prolonged, scalable war against Iran. Johnson: The US’s sea-based strength is being tested. In the Red Sea, the US faced difficulties against the Houthis with two carriers and a robust air-defense screen; in the current scenario, Iran’s capabilities—air defenses, missiles, drones, and support from Russia and China—make a quick, decisive victory unlikely. Moreover, Israel’s own readiness for a broader war is uncertain; Netanyahu’s visit to the US could signal coordination, but Israeli media note that they may join only if Iran is on the back foot. There’s concern about intelligence reliability: Mossad assets that aided last year’s operations in Iran may be compromised, while Iran benefits from new radar and integrated air defenses. Host: Regional reactions could be pivotal. Iran has contingency plans against regional targets, and Armenia/Azerbaijan might be used as launch pads. Saudi Arabia and Qatar may sit this out if possible, while Iraq has aligned with Iran. The broader question is whether diplomacy can prevail, or whether the cycle of treating conflicts with force will continue. There’s a critique of Western policy: the idea that Iran wants to destroy the US is simplistic, and the region’s dynamics are far more nuanced. Johnson: Iran’s potential to escalate, regional dynamics, and great-power backing mean this could be more than a localized conflict. The overarching point is that there are limits to military power; politics and diplomacy remain essential, and the West’s current posture underestimates the complexity of Iran’s deterrence and regional links. Host: Thanks, Larry. I’ll link to Sonar 21 for more of your writings.

Speaker 0: The Iranian action has been stated very clearly. If they are attacked at all, they will not exercise restraint as they have in the past. They will respond with whatever they have that can reach targets within range. They will use their ballistic missile arsenal, and they will attack bases where our aircraft are located, where we have radars, where we have air and missile defense. They will look for command and control hubs, presumably in Qatar and other places in The Gulf. They will attack ships if they think they can strike them. They will do enormous damage, obviously, to Israel, which they see as the principal culprit and justifiably so in organizing the entire operation. If it were not for Israel, would any of this happen? I think the answer is certainly not. So we know what the Iranians will do. And how long can they do it? I think that we'll run out of missiles long before they do. So what are we going to do at the beginning? You're gonna have a massive, massive assault in the first twenty four hours. It's going to be unlike anything that we've seen certainly since 1990 or '91 rather. So that's what we're gonna see on our side, and they'll respond as best they can with whatever they have. So I think it's short of a use of a nuclear weapon, everything is on the table, and everything will be used.

Alastair Crook discusses with the host the evolving US strategy toward Iran, the credibility of Iran’s deterrence, the role of Israel and Gulf states, and what is known about Iran’s domestic unrest. - Trump’s strategy toward Iran has shifted. Initially, he sought a big, quick victory with minimal entanglement, including a possible attack on Iran’s nuclear facilities in June and assistance from Israel to identify a gap to exploit. Crook says Trump hoped for a toppling of the Iranian leadership via a “Maduro-style” operation that could be quickly achieved with outside support. Over time, outcomes did not align with those hopes, and the plan became far more complicated. - The naval armada near Iran was intended as a pressure point but, from the Pentagon’s view, is more of a liability. The armada is loaded with Tomahawk missiles rather than air defense missiles; estimates suggest 300-350 Tomahawks among two destroyers and one carrier. Iran has countermeasures: anti-ship missiles along the coast, submarines (including mini-submarines) with anti-ship missiles, and fast attack craft. Drones threaten the fleet, and the air defense burden would be high if a drone swarm attacked. Hormuz could be shut by Iran in the event of war, a long-term strategic lever that Iran has signaled. - Iran’s deterrence has matured: any attack by Israel or the US could trigger full-scale war and Hormuz closure. Symbolic exchanges were proposed by intermediaries (an empty IRGC building and an attack on a US base), but Iran rejected such symbolic moves, insisting on a broader, sustained response if attacked. - Israel’s posture and constraints: Israel has told the US it does not view the nuclear issue as the sole determinant, but instead urges action to destroy Iran’s ballistic missile system and deter future threats. Netanyahu, meeting with Whitlock, indicated opposition to any nuclear deal if the US does not secure certain Israeli demands, warning that without Israeli endorsement, a US deal would fail. Israel insists on conditions that make a broader deal nonviable for the US. - The Arabs’ restraint: Gulf states, especially Saudi Arabia and the UAE, do not want direct involvement in an attack on Iran, including airspace use or refueling. Several factors influence their position: fear of Iranian retaliation, concerns about broader regional instability, and shifts in regional alignments. Saudi Arabia has grown more anti-Israel, viewing Israel as destabilizing and expressing concerns about the region’s security order. There is also a fear that a major war could trigger an Arab Spring-like upheaval in Gulf monarchies. - Iran’s internal unrest: The insurrection in Iran involved trained insurgents (MEK operatives trained by the Americans in Armenia and Kurds trained in Northeastern Syria) and some Baluch participants. Corridors through Turkey and Kurdish groups facilitated their entry into Kermanshah Province. The strategy aimed at creating chaos to provoke a Western intervention, with reports that attackers were paid (roughly $5-$10) to inflame violence, burn buildings, attack ambulances, and kill. The Iranian government reports nearly 3,000 killed during the protests, with about 150 more unidentified; the majority of casualties were security forces due to exchange of fire. The narrative contrasts with outside accounts, noting the opposition did not lead to defections from key state institutions, and Israeli intelligence assessment reportedly concluded the unrest did not threaten the regime’s collapse. - Regional and great-power dynamics: Russia and China have signaled opposition to letting Iran be pressured by the United States, with discussions in Russia about offering a nuclear umbrella or naval support for Iran, though official policies are unclear.Originally planned joint exercises near Hormuz were paused; there are ongoing considerations of Chinese/Russian involvement that would complicate US options. A Chinese-Russian naval presence near Iran could limit US maneuvering. A recent drone shot down by the USS Lincoln reflects continued attempts at signaling and potential negotiation. - Overall assessment: Trump faces a dilemma between projecting strength and avoiding a costly escalation, with Israeli opposition complicating any potential US move. The US cannot easily sustain pressure without risking market turmoil and broad regional and great-power entanglements. The likely trajectory involves continued “negotiations about negotiations” rather than immediate, decisive action, while Iran’s deterrence and regional recalibrations constrain what any use of force might achieve.

The discussion centers on contrasting narratives about the U.S.-Israel confrontation with Iran and what is actually happening on the ground and inside Iran. - Speaker 0 relays the “fog of war,” noting Western media claims that the U.S. and Israel are delivering a rapid victory in Iran, with leadership and navy wiped out and the war ending soon, referencing statements by Secretary of War Pete Hegseth that the war “should not be protracted” and will wrap up “very soon.” Speaker 1 and Speaker 2 push back, asking whether the war could spiral into a longer conflict and what the timeline may be, noting top general Dan Cain’s warning that the objectives will take time and that President Trump also suggested the operation could take weeks. - The program then goes to Tehran with Professor Syed Mohammed Morandi, a geopolitical analyst at the University of Tehran. Morandi explains the succession process after the death of the Ayatollah: the constitution provides a council of three that runs the government until the leader is chosen by the council of experts, which should happen in the next few days. In the meantime, the president, the head of the judiciary, and a representative from the Guardian Council run the state. He notes the councilors are being arranged to meet from abroad to avoid being targeted. - On the ground in Tehran, Morandi counters the idea that a rapid regime change is possible, detailing that U.S. and Israeli strikes have targeted Tehran and civilian infrastructure, including a claim that the government ordered people to leave the city and that an elementary school was bombed, killing about 165 girls in Minab. He describes a situation where rescue teams are struck again at the scene. He asserts that the U.S. and Israel are striking civilian targets and that there is a pattern of double tapping at sites like Fair Doce Square. - Morandi disputes U.S. claims of destroyed leadership and navy: he says that ships of the Iranian navy are in port, there are thousands of small speed boats prepared for asymmetrical warfare, and the U.S. has not touched them. He argues that the underground bases and missiles/drones remain intact, and that senior commanders were not all killed—only a handful. He notes that Iran is firing missiles at Israel and striking U.S. targets in the Persian Gulf, and that oil facilities and tankers could be attacked if escalation continues. He warns of an energy crisis if oil facilities are destroyed and notes that the price of energy has risen. - Regarding public sentiment inside Iran, Morandi states that there are no celebrations; instead, people are mourning. He describes gatherings across the country under missile fire, with demonstrations in Tehran despite security concerns. He shares that slogans included “We are prepared to die. We won’t accept humiliation. Death to Trump, death to Netanyahu,” and that millions were seen on the streets via his Telegram channel, though many left the city due to danger. He characterizes Western media portrayal as propaganda and says the sentiment on the ground is in opposition to U.S. and Israeli actions. - The host suggests that the Iranian perspective views this as a prolonged confrontation, with Iran prepared to sustain resistance for years because the United States is “completely unreliable.” Morandi notes that while negotiations have repeatedly failed, Iran aims to compel the U.S. and Israeli regime to recognize that military assault has consequences, including economic and political costs. - The program later notes that U.S. and Israeli figures frame the conflict as epically swift, while Morandi’s account emphasizes Iran’s resilience and long-term resistance, highlighting the discrepancy between Western media narratives and on-the-ground Iranian realities.

The discussion covers Iran, its regional threats, and potential US actions, along with broader geopolitical implications. - Iranian capabilities and external support: The on-hand capabilities are said to be far more lethal and the Iranian position stronger, with enormous recent investment by Iran, notably with Chinese and Russian involvement over the last six months. Russia is aiding integrated air defenses and China has reportedly provided missiles; the exact mix and ranges are not fully disclosed. The panelists expect Iranian air and missile defenses to work much better with Russian and Chinese assistance this time. - Protests in Iran and US strike calculations: The protests were described as legitimate initially, driven by economic distress, with two groups present: reform-minded and more conservative elements. The Mossad, with CIA and MI6, allegedly joined to provoke brutality by the regime, aiming to push it toward a brutal crackdown and to exploit the protests as a regime-change opportunity. It was claimed that 40,000 starlight terminals were smuggled in to orchestrate protests but were discovered and eliminated, marking the operation as a failure. Consequently, strikes were deemed impractical unless more firepower and longer duration were available, leading to a predicted extended air campaign rather than a quick strike. - Maduro kidnapping and Venezuela: The operation involved paying off those in the way and exploiting air defenses; one air-defense battery fired, hitting a helicopter but not bringing it down. The new president in Venezuela reportedly refuses to take instructions from Washington, raising questions about regime-change outcomes. There is speculation about continued income from oil captured and sold illegally, and about who will protect Venezuelan oil interests as drilling resumes, including potential mercenaries and maverick oil groups. The oil leadership reportedly lacks interest in going down there unless it is highly profitable. - Secret weapon discussions: The “discombobulator” and other secret weapons mentioned by Trump are described as exaggerated; the speaker notes there are weapons kept secret for dire circumstances but declines to elaborate beyond public knowledge, given high-level clearance. - Iran-focused air campaign planning: The US would rely on a prolonged air campaign, potentially comparable to the Kosovo campaign in 1999, avoiding nuclear weapons and using extensive air power with support from bases in Europe and the region. The Navy would be complemented by the Air Force with a long campaign, while the Navy would need replenishment and time to rearm. - Missile and weapon capabilities: Iran’s capabilities have evolved, aided by Chinese missiles (allegedly hundreds) and Russian support. The range of missiles questions whether they can reach Diego Garcia, with concerns about more capable missiles hitting US bases in the region. Russia’s supply of Reshnik missiles (hypersonic, multiple warheads) is viewed as unlikely; the focus is on Iranian missiles that can threaten ships and bases in the Middle East. - US force posture and diplomacy: The force buildup (aircraft, submarines, drones, THAAD, Patriot) signals a “play for time” strategy while pursuing negotiations, including enriched uranium discussions. There is debate about what agreement might be possible on enriched uranium and JCPOA-related issues; Iran reportedly rejects several Netanyahu/Trump demand points, including missile constraints as a non-starter. - Russia, China, and Turkey as wild cards: Russia would likely intervene militarily only if Iran’s regime faces collapse; China would likely use economic means and some political leverage. Turkey is seen as a wild card; it could join a regional confrontation and potentially align against Israel or the US, with NATO’s response viewed as uncertain and largely lacking a unified, decisive stance. - Nuclear arms and START: The May suspension of START is mentioned; Russia claims willingness to extend, while the US has not responded, raising concerns about unconstrained Russian nuclear activity if treaties lapse. - Ukraine and Taiwan implications: European nerves and NATO dynamics are evolving; the Europeans are portrayed as vacillating between opposing and challenging Trump-era policies, with NATO potentially facing existential questions. A strike on Iran could shift focus away from Ukraine and Taiwan, empowering adversaries, or strengthen deterrence depending on actions and diplomacy. The speaker suggests that, pragmatically, Taiwan poses a far more difficult strategic challenge and that escalation there would be highly unrewarding, potentially increasing China’s incentives to avoid direct conflict.

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 Houthis are costing the US a lot of money, with adversaries using $10,000 drones that the US shoots down with $2,000,000 missiles. This cost-benefit curve is unsustainable. The Houthis shot down a $33,000,000 US Reaper drone on April 9th, and have shot down close to 20 since the start of the Red Sea blockade. It costs America $2.7 billion per year to maintain a single carrier strike group in the Red Sea, and the US currently has two there. The Houthis aren't close to being gone, despite attempts to eradicate them. US foreign policy failures in Yemen and Palestine are glaring, and US foreign policy in the Middle East is horrendous. The Middle East may be the undoing of the US empire.

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.

Speaker 0 provides a characterization of recent events, alleging that the American people are being lied to by their government about what’s transpiring. He claims Iran has destroyed five radars, specifying two types: AN TPY and AN FPS. He states that one type costs $500,000,000 and the other two each cost a billion dollars. He asserts that these radars were located at the military base at Al Udeid and at the naval base in Bahrain, and that all have been bombed or attacked, with the Bahrain facility essentially destroyed. Speaker 0 emphasizes that these radars were critical for the air defense system because they would provide “the immediate warning that, oh, there’s been a missile launch. It’s going on this trajectory. This is where you need to be prepared to engage it,” and notes that they were tied into a system called THAAD (Terminal High Altitude Area Defense). He states there are “like a total of 10 THAAD batteries in the world,” and claims that Iran has destroyed three of those, representing “30% of our total number of THAADs in the world” in the last week. He continues by asserting that Iran has destroyed “about $4,000,000,000 worth of radars, in a week.” He adds that Iran is now regularly hitting Israel despite claims that the United States has “blown up their launchers.” He concludes by stating that authorities “continue to think that we can solve these problems with force instead of diplomacy.”

- "We have begun preliminary mobilization of long-range bombers, aerial refueling aircraft, and forward support units." "US S Abraham Lincoln carrier strike group is moving from the South China Sea to the Middle East, to deter Seigou and provide immediate striking capability." "On the other hand, Iran side is entering the highest state of defense readiness, including a long-range air defense system like Barzriv(?) and a virtual air defense network, and a regional force including Hizballah Shiite faction prepared to oppose the US military air operations." "They are prepared to resist our air campaigns." China and Russia are watching our next moves. "What is that?" "That is the judgment above." "Damn, the protracted conflict in the Middle East would not give China room to move toward Taiwan; all would be delayed, and a single strike would end it." "The United States will cut the backbone of the system." "Are other powers ready to respond to that scale of reaction?" "Moscow speaks, Beijing watches; neither side will shed blood for Teheran." "What matters is what happens after Revolutionary Guards first act, and what fills the vacuum." "Your and my move—as long as your AIM and ideas bring— I am prepared to transition." "Never forget, it was us who raised you from a nameless origin; AIMs will defend Israel’s line against these wild men, and will continue to do so." "We have targeted Odesa's ideas, energy facilities, bridges, and other critical infrastructure." "From cities’ iron-walled defenses, distant from the front lines, ground forces maintain the line while these attacks keep draining Ukraine’s economy. Support is cut." "We will strip away what remains in the dirty chains and, in the end, the key will kneel at negotiation." "Together we hope to cooperate; we mark moments of strength daily." "That is a signal to the world that both nations move forward with resolve." "Coordination is not mere exchange; it is building trust and sharing objectives." "China must act with confidence and restraint, and there is no need to showcase force."

Speaker 0: It's very hard to explain, especially to a western audience, that a country under sanctions for forty three, forty four years, they have developed an extremely sophisticated military industry with indigenous solutions by scientists and engineers, Iranian scientists and engineers. Everything from this ghost fella all the way to the mega hypersonics, which are almost on the same level of the Russian hypersonic missiles. Everything indigenously developed in Iran. Yes. Katamoran warship is a nice way of putting it. But but go Ghost Boat is much more fun, isn't it? Speaker 1: Yeah. Ghost Boat is a very, enticing, name. Last question. Will the Iranians close the Straits Of Hormuz if the Americans attack Tehran? Speaker 0: This is very, very important, judge. I opened one of my columns with that, and I and I posted on next about it because we finally got confirmation that the parliament, the Marshallese, the Iranian parliament authorized the, Strait Of Hormuz to be blocked. But the final is not the final decision. This is binding. This means that if the order comes from the supreme leader and from the IRGC, they can close the straight anytime they want and this is constitutionally correct. This is very, very important. This means that they are ready to close the straight if, let's say, even if they sense that they're going to be attacked because they know exactly what that means. And many of us who have been writing about that for years, I'm one of them, but Zoltan Posner when he was at the Credit Suisse, he wrote about that as well. Other analysts who were in touch with Goldman Sachs experts. Goldman Sachs, just to give an idea, by 02/1718, more or less, they had already a projection that if the Strait Of Hormuz is closed before, during, or after the the the beginning of a naval war, the barrel of oil could shoot up to $700 a barrel practically in a matter of days. And this is not only the $7, $700 a barrel issue, is the fact that the pyramid of derivatives of the global economy would instantly collapse completely, and this according to Goldman Sachs derivatives experts. And then there was an enormous discussion that's still rolling about how many what's what's the size of this pyramid? It's indeed quadrillions of dollars. It's not even Or Yeah. The original number by the Bank of International Settlements in Switzerland was 700,000,000,000,000. This this figure is from, well, yeah, seven or eight years ago. And then afterwards, if you talk to Persian Gulf traders, and some of them love to talk off the record, they say, look, it's in the quadrillions now, and we know that if this happens, the the global economy can cook everything can collapse in a matter of a week or ten days. So the Iranians know about that as well. And I'm sure people in the Atlanticist sphere, they also know about that. So the question, in fact, is if this information arrives to Trump's desk.

The United States has been sending hundreds of billions of dollars to support Ukraine's defense, with no end in sight, and with no security. Do you want to keep this going for another five years? Two thousand people, or more, are being killed every single week.