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Washington is reacting to Modi amid these tariffs. "amid these 50% tariffs, which we know from hearing from economists in India, have really been detrimental to the country and long term will really hurt the country's economy." "president Trump has been taking out most of his frustration on Modi." "It was a signal that Modi said that was picked up by the White House." "a social post talking about this relationship saying it was one-sided, blaming the prime minister." "one of Donald Trump's top trade advisers who called the show of unity troublesome." The discussion frames the U.S.-India relationship within tariff disputes.

The speaker said that economic pain from the US-Israeli war against Iran will reach the United States later than much of the rest of the world, with economists explaining the reasons. They pointed to India as one of the first countries to be hit hard, citing Prime Minister Modi’s recent trip to Israel and his long support for Netanyahu and the Israeli regime. Despite this political alignment, India suffered soon after the war began. The speaker attributed India’s early economic impact to the closure of the Strait of Hormuz, which they said was almost from day one of the war closed “to most countries” in the Persian Gulf that participated in the war alongside the United States. They said Indians experienced shortages of fuel and high prices, and noted that India remains largely poor even though it has high growth and a segment of society doing well. They said many Indians are in the agricultural sector, and that alongside rising fuel and LNG costs and shortages, fertilizers became very expensive, becoming a major issue. They said this kind of problem is increasingly affecting people worldwide. For the United States, they said the near-term impact is mostly inflation, but that when strategic reserves empty, shortages will emerge not only for oil and heavy oil but also for other goods in the US economy. They stated that it is believed that by the end of June the degree of the crisis will become more evident to ordinary Americans. They concluded that whether people are in Uganda, Argentina, India, or elsewhere, they are paying the price for the war. They added that the Israeli regime has already lost a lot of global public support, saying people increasingly dislike the regime, and that global economic problems being attributed to the war will worsen the situation for Americans and Israelis.

Speaker 0 asks why President Trump unleashed Prime Minister Netanyahu to resume genocide in Gaza, resulting in the intentional killing of 400 civilians. Speaker 1 believes Trump has no choice, due to agreements with major donors beyond Miriam Adelson, obliging him to underwrite Netanyahu's actions. Speaker 1 notes Netanyahu arranged a meeting between the U.S. and Azerbaijan, not the State Department, indicating the Israel lobby's grip. Speaker 1 believes Trump is obliged to comply and won't diverge. Speaker 0 asks if Trump has no choice but to militarily back Israel if it attacks Iran. Speaker 1 thinks so, noting the possibility of Israel precipitating a war with Iran. The expectation is the U.S. will reinforce Israeli actions, with joint strike planning and intelligence sharing already in place. Speaker 1 believes it's a foregone conclusion, though the timing is uncertain.

Glenn: Welcome back, with Janis Varoufakis, former Greek finance minister and founder of DM25. The world has grown more dangerous. He notes the war in Iran is asymmetric: the US is more powerful but Iran can shut down energy trade and view the conflict as existential, willing to shut down the global economy to avoid defeat. Glenn asks where the war is headed and whether there is an off-ramp. Yanis: The US has a history of asymmetric conflicts where it enters with confidence and exits with its wings clipped—Afghanistan, Iraq, Libya, Syria. Iran has faced stronger opposition than those cases, and despite striking Tel Aviv and Gulf bases, the US pain threshold seems lower than Iran’s. He points out the difference this time is a broader regional and global resistance and Iran’s capacity to respond through strategic actions like shutting Hormuz, making escalation costly for the US. Glenn: Economics show that industrial might, supply chains, and technological sovereignty matter, suggesting a shift away from free trade. He asks whether these lessons will redefine Western ideology and asks about the role of deindustrialization over the last decades. Yanıs: He says the shift began after Bretton Woods and the era of financialization and neoliberalism, with industrial capacity shipped out and the West leveraging finance and, later, big tech. He notes Margaret Thatcher’s role in deindustrialization and shipping capacity abroad, and he is surprised Trump fell into a war against Iran without a clear exit strategy. He argues Netanyahu’s influence pulled the US into a long war, framing it as a tactic to keep Israelis in fear and justify annexation moves in the West Bank, thus sustaining conflict. He also addresses the liberal-imperialist claim of liberating women, stating that women of Iran do not need bombs and that liberation would require defeating the powers that prevent peace and democracy, citing the 1953 coup and the suppression of the left in Iran after 1979. He emphasizes that the regime’s survival has involved neoliberal policies within Iran and that both reformists and conservatives in Iran ultimately align around survival and regional power, with the regime having benefited from long-term Western hostility and recent escalations. Glenn: Raises the point that the US miscalculated even the narrative—often incoherent, with statements about “liberating women” fluctuating between aims of freeing women and destroying Iran’s ability to rebuild. Yanīs: He challenges the idea that this war is about liberating women, and reiterates that the people of Iran face a stark choice between the current regime and a failed-state trajectory. He argues the regime's popularity is enough to sustain it, and that external pressures are not driving a straightforward democratic outcome. He notes that the real losers are ordinary people in the US, Iran, and globally, with rising food and energy prices, while the leaders of Iran may see gains in rallying around a common external threat. Glenn: Cites Trump’s tweets about higher oil prices and questions the populist credentials when the impact is on the average person. Yanīs: He discusses the changing nature of warfare, highlighting drone technology as a major shift. A drone economy makes cheap drones capable of challenging costly missiles, altering the political economy of war and enabling autonomous, AI-driven weapons. He notes that drone warfare, as seen in Ukraine and now Iran, could lead to a permanent-war dynamic where peace becomes a system error. He mentions how tech companies like Palantir train AI for civilian and military applications, including hospital management, illustrating the broader commercialization of war tech. Glenn: Reflects on how competition among NATO, Russia, and China could reshape power dynamics, particularly with autonomous weapons and the ability of adversaries to strike at vulnerabilities. Yanīs: He cautions about the risk of a broader great-power war and notes that drones, autonomy, and AI could enable rapid decision-making with less human oversight, expanding the lethality and reducing accountability. Glenn: Observes that Iran can absorb pain and still threaten Hormuz, while the US and Israel may be unable to declare a decisive victory without economic and political costs. He asks where US and Israel go from here. Yanīs: He argues Netanyahu seeks permanent war to justify expansion, while the Trump administration would like a quick victory. He underscores that a clear victory is hard to define when Hormuz remains contested, and that Trump’s options may be to declare a triumph or continue the conflict, depending on midterm politics. He emphasizes that the war’s outcomes are measured by the cost to ordinary people rather than leaders’ narratives. Glenn: Adds that the war’s casualties and economic effects will hit working people hardest, and notes Trump’s failure to align populism with real-world costs. Yanīs: Returns to the moral dimension, explaining that he has opposed illegal wars by the US and Israel in various contexts and that his duty is to call out both sides, stressing international law and stopping his own governments from dropping bombs on Iran as the top priority. Glenn: Agrees, adding that human rights should restrain war, not justify it, and warns against substituting humanitarian rhetoric for power plays. Yanīs: Concludes by recalling past anti-war activism and reiterates that solidarity should resist imperialism, not substitute it with bombings of other regimes. He emphasizes choosing international law and opposing the gang-like rule of Western governments. Glenn: Thanks Yanis; Yanis thanks him as well.

The discussion centers on Israel, Iran, and the United States’ role, focusing on perceived double standards about “foreign agents,” changing U.S. policy under Donald Trump, and concerns about influence inside American politics. Mario and the other speaker open by reacting to news claiming Netanyahu intends to tap pro-Israel Republican lawmakers and media figures such as Mark Levin to help undo progress toward a peace deal with Iran. They argue that Netanyahu’s position is not about nuclear weapons in practice, but about continuing pressure on Iran. The speaker says deterrence and nuclear power mean Israel will not be attacked the way it fears, and that Iran’s role as a regional power has checked aggression. They also claim there is no military option to change Iran’s position, which is presented as part of why Trump signed a memorandum of understanding (MOU). The conversation then turns to a perceived double standard in U.S. discourse about foreign influence: critics fearmongering about certain countries and allegedly demonizing anyone who is complimentary or fair toward them. The speaker says careers are threatened and people are accused of being foreign agents in one case, while Israel-related foreign influence is treated as normal. They emphasize that if the U.S. treats Russia differently from Israel regarding foreign agents, the same standard should apply to both. They discuss frustration with criticism aimed at people outside the U.S. for caring about democracy and sovereignty, and note that Americans are not portrayed in similar stories to the same extent as prominent pro-Israel media figures. The speaker also argues that foreigners can support Israel verbally without risking lives or bankrolls in the way Americans would. On the war with Iran and the MOU, the speaker says Trump’s shift and signing reflect inability to pursue a military alternative, and that “math is math.” They emphasize that Iran is described as having control over the Strait of Hormuz and that prolonged conflict would worsen economic and material pressures, including a fertilizer crisis, beyond oil and gas. They argue that continuing engagement risks restarting a pointless war, especially given claims that Netanyahu is working to sabotage peace efforts. The speaker highlights Netanyahu’s stated intent to continue offensive actions in Lebanon and questions what the U.S. would do after Iran’s retaliation. Lindsey Graham’s support for the MOU is described as notable, and they debate whether this represents short-term defeat-acknowledgment while planning longer-term sabotage, versus a genuine shift. The speaker says it is difficult to determine directly but claims Israel has exerted pressure on U.S. policy for a long time and suggests the relationship is not based on genuine closeness between Trump and Netanyahu. They state Israel’s acceptance of U.S. support is framed as financially and militarily asymmetrical: the U.S. is described as funding roughly half of Israel’s military and providing major foreign aid, while the speaker claims Israel’s intelligence provided to the U.S. has allegedly pulled the U.S. into wars. A related topic is the potential merger of U.S. and Israeli military and intelligence structures. The speaker calls it “wild,” says it would make it “nearly impossible to get rid of” personnel they describe as Israeli infiltrators, and warns that it could lead to violent domestic upheaval if the trend continues. They also claim Senator Tom Cotton is pushing to merge Mossad and the CIA and call into question whether he is influenced by something like cash. The conversation includes discussion of political outcomes and voter behavior, including a claim that Israel-aligned influence may be “lucky” when fighting happens in primaries because voters are more galvanized and less focused in general elections. They argue that non-voters form a large block, that media division contributes to atomization, and that the system needs change rather than demonizing ordinary citizens. Turning to Israel’s internal perspective, the speaker says Israelis may believe they are entitled to border expansion and claims that U.S. support for decades conditions Israel to think its actions are acceptable. They argue that this makes it harder for Israeli society to undo narratives that justify harming civilians. They reject empathy toward “terrorists,” and claim that when critics label wrongdoing as terrorism, they are accused of anti-Semitism. The transcript discusses Mike Huckabee’s remarks that the U.S. “wouldn’t exist without Israel.” The speaker responds that the U.S. is older than Israel and argues that Israel cannot exist without U.S. support. They also link Huckabee’s stance to evangelical Christian beliefs about Israel’s role in the second coming, stating that those beliefs affect support for the state of Israel. They reference Huckabee’s meeting with Jonathan Pollard (described as a U.S. traitor) and say the White House response was no but there was “no problem,” expressing anger that such actions would not be treated as unacceptable. On whether Trump is under duress, they discuss claims that Trump’s behavior shifted after the 2024 assassination attempt. The speaker says they are not an insider but is influenced by Joe Kent’s claims and says Israel “has the capacity and capability” to carry out assassinations and use blackmail. They continue that Trump’s choices may reflect constraints rather than ideological alignment. Finally, they discuss how much control a U.S. president truly has, describing the deep state, unelected bureaucrats, and agency autonomy as factors that allow decisions to be made without presidential approval, including references to CENTCOM and past claims that “authorization from the U.S.” does not necessarily mean Trump personally authorized actions. The conversation concludes with the speaker expressing hope Trump continues working toward peace, while emphasizing skepticism that the MOU will lead to a lasting peace deal, and warning that U.S. influence structures and institutional autonomy could undermine desired outcomes.

- Speaker 0 notes that the United States Postal Service is adding a fuel charge to every package due to fuel cost increases tied to Iran–Israel tensions and says fuel costs have jumped more than 30% since the war began. - Reuters/Financial Times mention: US inflation to surge to 4.2% on energy shock; OECD warnings. Fuel lines are long worldwide, with coverage of shortages in Slovenia, parts of Europe, Australia, Thailand, and the Philippines; some countries have run out of petrol or declared a state of emergency. - Speaker 1 paraphrases Putin, saying the energy shock from the Iran war is devastating globally, harming global logistic and production chains and the fuel industry. He claims Europe will beg Russia for oil and gas, referencing a pipeline blown up by the United States. - Mike Adams (Speaker 2, Health Ranger) joins to discuss fuel and food shortages and global impacts. He asserts: energy is the primary driver of affordable food, transportation, and personal freedom; farming is hydrocarbon-intensive due to energy inputs for fertilizer and for planting/harvesting; the Strait of Hormuz constriction worsens scarcity. He argues the Strait was open before the war and that actions against Nord Stream pipelines and the Strait have created energy constraints, predicting severe economic and food shortages until Hormuz reopens. - Speaker 3 (a senator) is shown commenting on the war costs ($2,000,000,000 daily) and casualties; notes that policy decisions and actions have led to escalating prices and potential long-term impacts on Americans. - Speaker 4 and Speaker 2 discuss a pattern of energy lockdowns, global shortages, and potential government controls: universal basic income (UBI) tied to digital control via a CBDC, with quotas on food and energy consumption; off-ramps include off-grid solar power and EV adoption. They suggest this could lead to government-delivered food and fuel, and to a broader move toward centralized control. - The conversation covers the European angle: Putin and the diplomats say Europe may beg Russia for cheap energy as Nord Stream pipelines were disrupted; China–Russia energy deals and Mongolia–Northern China gas transmission are noted as supporting Chinese industry. - Speaker 4 observes European leadership as having pursued energy restrictions and nuclear shutdowns, calling it “energy suicide” and expressing sympathy for European people, while criticizing their leaders for energy policy. - Speaker 2 discusses the petrodollar system’s fragility, noting potential shifts as allies and non-allies trade outside the petrodollar; warns of inflationary effects on the U.S. and potential mass selling of U.S. Treasuries by indebted economies like Japan. - The discussion touches on broader implications: a potential shift toward AI and robotics replacing human labor, with energy scarcity viewed as a driver for social and economic controls; concerns about large-scale power disruptions and rationing, and the possibility of a 10-year horizon for significant changes in labor and energy policy. - In closing, Mike Adams emphasizes the need for viewers to be informed and distinguishes between differing levels of information sources, inviting continued engagement.

Speaker 0 questions the rationale for the war, noting that “the intelligence did not suggest that an attack was imminent from Iran,” and asking, “What is left? Why are we at war with Iran?” He also remarks that “the nuclear program isn’t the reason” and that he never expected to hear Ted Cruz talking about nukes. Speaker 1 suggests the simplest explanation given, which has been backtracked, is that “Israel made us do it, that Bibi decided on this timeline, Netanyahu decided he wanted to attack, and he convinced Trump to join him by scaring Trump into believing that US assets in the region would be at risk, and so Trump was better off just joining Netanyahu.” He adds that this may not be the full explanation, but it’s a plausible one. He notes that “the nuclear program is not part of their targeting campaign,” and that “harder line leadership is taking hold,” with the Strait of Hormuz “still being shut down even as we get their navy.” He asks what remains as the explanation, suggesting it might be that Israel forced the United States’ hand and questions, “How weak does that make The United States look? How weak are we if our allies can force us into wars of choice that are bad for US national security interests?”

The conversation centers on multiple competing narratives about the war and its wider regional significance, with the speakers presenting their interpretations and challenging each other’s points. - The hosts open by acknowledging competing narratives: some view the war as a necessary action against a regime seen as destabilizing and dangerous (nuclear ambitions, regional havoc); others see it as Israel removing a geopolitical threat with U.S. involvement; a third perspective argues it stemmed from miscalculations by Trump, perhaps driven by Israeli influence. The dialogue frames the war within broader questions of American, Israeli, and Iranian aims. - Speaker 1 references Joseph Kent’s resignation letter, arguing Iran was not an immediate U.S. threat and that Netanyahu and the Israeli lobby influenced Trump toward war. They assert Trump’s stated interest in Iranian oil and control of the Strait of Hormuz; they describe Trump as guided by business interests. They frame U.S. actions as part of a long-standing pattern of demonizing enemies to justify intervention, citing Trump’s “animals” comment toward Iranians and labeling this demonization as colonial practice. - Speaker 0 pushes back on Trump’s rhetoric but notes it suggested a willingness to pressure Iran for concessions. They question whether Trump could transition from ending some wars to endorsing genocidal framing, acknowledging disagreement with some of Trump’s statements but agreeing that Israeli influence and Hormuz control were important factors. They also inquire whether Trump miscalculated a prolonged conflict and ask how Iran continued to fire missiles and drones despite expectations of regime collapse, seeking clarity on Iran’s resilience. - Speaker 1 clarifies that the Iranian system is a government, not a regime, and explains that Iranian missile and drone capabilities were prepared in advance, especially after Gaza conflicts. They note Iran’s warning that an attack would trigger a regional war, and reference U.S. intelligence assessments stating Iran does not have a nuclear weapon or a program for one at present, which Trump publicly dismissed in favor of Netanyahu’s view. They recount that Iran’s leaders warned of stronger responses if attacked, and argue Iran’s counterstrikes reflected a strategic calculus to deter further aggression while acknowledging Iran’s weaker, yet still capable, position. - The discussion shifts to regional dynamics: the balance of power, the loss of Israel’s “card” of American support if Iran can close Hormuz, and the broader implications for U.S.-Israel regional leverage. Speaker 1 emphasizes the influence of the Israeli lobby in Congress, while also suggesting Mossad files could influence Trump, and notes that the war leverages Netanyahu’s stance but may not fully explain U.S. decisions. - The two then debate Gulf states’ roles: Saudi Arabia and the UAE are depicted as providing bases and support to the United States; Kuwait as a near neighbor with vulnerability to Iranian action and strategic bases for American forces. They discuss international law, noting the war’s alleged illegality without a UN Security Council authorization, and reference the unwilling-or-unable doctrine to explain Gulf state complicity. - The conversation covers Iran’s and Lebanon’s involvement: Iran’s leverage via missiles and drones, and Lebanon’s Hezbollah as a Lebanese organization with Iranian support. They discuss Hezbollah’s origins in response to Israeli aggression and their current stance—driving Lebanon into conflict for Iran’s sake, while Hezbollah asserts independence and Lebanon’s interests. They acknowledge Lebanon’s ceasefire violations on both sides and debate who bears responsibility for dragging Lebanon into war; Hezbollah’s leaders are described as navigating loyalties to Iran, Lebanon, and their people, with some insistence that Hezbollah acts as a defender of Lebanon rather than a mere proxy. - Towards the end, the speakers reflect on personal impact and future dialogue. They acknowledge the war’s wide, long-lasting consequences for Lebanon and the region, and express interest in continuing the discussion, potentially in person, to further explore these complex dynamics.

The discussion centers on India’s position in 2025 amid a shifting international order and U.S. efforts to recalibrate a multipolar world. - The year 2025 is characterized as eventful for India, with the country under pressure to choose a path in a world where power is more distributed. The conversation opens with a framing of the U.S. adjusting to multipolarity, the return of Trump, and various global tensions, noting that India’s role has received relatively less attention. - Speaker 1 reflects that 2025 was not a good year for India. At the start of the year, India expected to remain a fulcrum of U.S. policy to contain China and to shuttle between powers, maintaining a growing trade relationship with China while navigating U.S. pressures. The Trump presidency disrupted this balance. India perceived U.S. interference in its domestic politics, including alleged U.S. fingerprints in color revolutions in Bangladesh and Nepal, and a perception that U.S. entities like the National Endowment for Democracy were involved. The 50% trade tariff on India by the U.S. shocked New Delhi, and Trump’s public and private statements criticizing India complicated the relationship. - The discussion notes India’s sensitivity to becoming overly dependent on the U.S. for strategic protection against China, given Modi’s emphasis on Indian sovereignty and self-reliance. Modi’s perceived humility toward Trump, followed by a cooling of the relationship after Trump’s tariff threats, created a crisis of confidence in the U.S.-India alignment. Modi’s personal interactions with Trump—such as a cordial birthday exchange followed by threats of 100% tariffs on India—were seen as signaling mixed signals from Washington. - India’s options in 2025 include: (1) retrenchment and continuing to seek a balancing act between the U.S., China, and Russia; (2) charting an independent course by strengthening ties within BRICS and the Global South; or (3) aligning more with the U.S. with the hope of future U.S. policy shifts. The economic reality complicates choices: while India’s exports did reasonably well despite tariffs and some FDI, opening Indian dairy and agriculture to the U.S. market would threaten farmers’ livelihoods, potentially destabilizing an electorate sensitive to domestic issues. - There is a broader point about Washington’s approach: demand loyalty from regions and countries while using tariffs and pressure to shape alignment, and Trump’s approach is described as a fear-and-intimidation strategy toward the Global South. - On the China-India axis, the speakers discuss how China’s rise and India’s size create a power disparity that makes simple dominance difficult for either side. India’s strategy involves leveraging BRICS and other forums (including the Shanghai Cooperation Organization, SCO) to expand multipolar governance and reduce dependence on a single power center. The interlocutors emphasize that BRICS operates by consensus and is not a vetoed UN-style body; thus, it offers a platform where major powers can cooperate without a single dominant voice. - The potential paths for India include growing within BRICS and the Global South, seeking mutual economic advantages, and developing a strategy that reduces vulnerability to U.S. coercion. One line of thought suggests using digital tools to help Indian small and medium-sized enterprises access global markets, and building coalitions using shared developmental and financial needs to negotiate better terms in global trade, similar to how an OPEC-like approach could coordinate commodity pricing for the Global South. - The conversation also touches on border and regional issues: a historical context where Russia resolved border tensions with China via settlements that altered the balance of power; the suggestion that India and China could adopt joint administrative arrangements for disputed border zones to reduce conflict risk and foster cooperation, though this requires careful handling to avoid loss of face for either side. - The role of China is described as patient and multipolar-friendly, seeking to buy more from India and to cultivate mutual trade, while recognizing India’s internal challenges, such as power reliability and structural issues like caste and crony capitalism, which affect India’s ability to produce and export higher-value goods. - The broader takeaway is a vision of a more integrated multipolar Eurasia, where India’s leadership within BRICS/SC0 and its ability to create innovative economic arrangements—such as “resource bourses” or shared supply chains—could alter the balance of power and reduce dependency on U.S. policy dynamics. There is an emphasis on avoiding a new Cold War by fostering dialogue and joint governance mechanisms that include China, India, Russia, Brazil, South Africa, and other Global South actors. - The speakers close with a cautious optimism: 2026 could be better if nations learn to push back against coercive power, redefine security around development and governance rather than force, and pursue multipolar institutions that preserve autonomy while enabling peaceful competition. The expectation is that seeds of hope exist within these analyses, even as the present year has been challenging.

Speaker 0: The GCC allies are largely blockaded and not getting anything through; only UAE or Oman might be getting a few shipments due to being on the Gulf of Oman side. This is driving higher oil prices. We can’t simply bluff or "play a game of chicken" because it affects the entire world—Asia, Africa, Europe, and the United States. The shortage extends beyond oil to things like helium, and it’s impacting chip manufacturing and broader economic activity. These are medium-term issues already baked in and in short supply, so we’re facing real problems and a question of how long we can endure this. Speaker 1: As energy becomes more expensive—oil at $110, then $120, $130, $140, $150, rising until this crisis ends globally—the risk is a financial collapse worse than 2007–2008, potentially a depression in much of the world. Economists predict a serious recession, possibly a depression, and these dynamics are what Putin was trying to convey to Trump because Americans are perceived as potentially catastrophic. China is dependent on energy but is expanding nuclear power, has substantial coal, and is investing in renewables; China will survive this. Japan and Korea are on the edge; India is affected; Egypt is trying to feed 100,000,000 and facing famine; Turkey is involved. These states are being pushed toward war not just with Israel but with the United States, since without Israel none of this would be happening, and they know it. Russia, China, Egypt, Turkey, India, and possibly others may join a coalition to force the United States to stop. The speaker would prefer not to go there and believes President Trump should end the blockade, which was adopted because it was the only measure short of returning to war, but the blockade won’t work because the world won’t tolerate it. The president of the Republic of Korea (South Korea) has publicly said it’s time for Korea to defend itself. It’s been time for Korea to take control of its own armed forces for a long time, but the U.S. currently controls all their armed forces and Koreans have not liked that for at least twenty years. Now they want control of their own armed forces. The speaker expects the dissolution of the United States’ unofficial overseas imperial holdings, predicting the Koreans will expel the U.S., with Japan likely following. In the Pacific, trilateral efforts among Korea, the Philippines, and Japan are forming to cooperate with the U.S. in a future war with China—not in our lifetimes or on the planet, as no one wants war with China. Nobody wants war with China; China is increasingly seen as a safer place for cash and investments in the U.S. This shift began when the U.S. began telling Russians they would not allow them to access billions of rubles and may seize funds, possibly giving cash to Ukrainians. People are watching and asking whether they want to depend on the U.S. financial system or face interference with bank accounts. There are many bad developments right now, and the last thing the American people need is a war, certainly not one involving China, Russia, or any other powers along with Iran, yet that seems to the direction in which things are headed.

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

Ashwin Rutansi introduces New Order, a global show tracing how India and its allies sit at the center of a transformation in world history. The program aims to explore partnerships, shifting alliances, and how structural changes ripple from global powers to streets, villages, markets, and boardrooms. The show promises to examine diplomatic architecture, networks of power, money flows, and levers of influence, presenting a fundamental reordering rather than mere turbulence. Zara Khan will join later to field viewer questions. Guest: John Mearsheimer, University of Chicago professor and coauthor of The Israel Lobby and US Foreign Policy. The discussion opens with the recent incident of Iran firing missiles at an F-35 and what it implies given anticipated US and allied arms purchases. Mearsheimer notes that aircraft over adversary territory face real risks from surface-to-air missiles and air defenses, even if the US and Israel have degraded Iran’s defenses. He suggests this is a factor behind why the US and Israel refrain from flying over Iran. Geopolitical framing: Who benefits from the ongoing war (in Iran) at the time of the interview? Mearsheimer identifies two clear winners: Russia and China. Russia benefits from sanctions relief on oil and gas pushed by Trump-era policies, and the war diverts munitions away from Ukraine, aiding Russia in its position. China gains as US credibility in foreign policy deteriorates, increasing its influence in the Middle East and globally as nations worry about an unreliable US, with Europe showing signs of leaning toward China. India’s position is discussed as a potential loser in this new order. The discussion asserts that India’s relations with Israel and Iran, and its ties to both the US and the Gulf, place it in a precarious position. The possibility of a summit or peace conference is deemed unlikely to solve inflation, gas prices, fertilizer costs, or Indian food production challenges; the war is characterized as bad news for India, as reflected in Indian media. On US policy and the Israel lobby: Mearsheimer contends that the Israel lobby has significant influence over US foreign policy and that its role in dragging the United States into wars, including Iraq in 2003, was central. He notes with some irony that the lobby’s power is increasingly in the open, referencing Joe Kent’s statements and public figures like Tucker Carlson and Bernie Sanders endorsing similar criticisms. He points to Francesca Albanese, UN official on Palestinian territories, describing the Israeli actions in Gaza as genocidal, and notes the lobby’s efforts to undermine her career. Policy advice for the Global South, focusing on India: Mearsheimer argues that India should maintain distance from excessive US alignment to avoid heavy leverage over Indian policy. He suggests speaking up against US policy when it harms national interests but avoiding becoming overly dependent on the United States. He cites examples such as Indonesia where maintaining friendly ties with China while balancing US relations would be prudent. He warns that excessive closeness to the US invites sanctions and pain, whereas diversifying partnerships could reduce vulnerability. BRICS and multipolarity: The war could benefit BRICS and the Global South, with Russia and China gaining, while some BRICS members like India and possibly Indonesia could suffer. The conflict may prompt a strategic rethinking of US ties, encouraging greater independence from Washington. The discussion also touches on Europe’s economic strain and NATO’s perceived setback if Russia prevails in Ukraine, describing a “double whammy” for European leadership from the Gulf conflict alongside Ukraine. End of interview: The program teases future exploration of the Israel lobby’s influence and the potential for a broader discussion on the end of the Israel lobby era, followed by viewer questions. Zara Khan presents questions from the audience, including whether the broader humanity will gain a say on the world stage and how the Iran war might differ from Vietnam and Afghanistan, emphasizing asymmetrical warfare and the risk of ground involvement. The show signs off, inviting viewers to follow and watch future episodes.

Daniel Davis contends that Iran’s two primary objectives are to survive—politically and militarily—and to keep the Strait of Hormuz closed. Politically, Iran must maintain control of the IRGC, police, and regular army to endure assassination attempts and maintain regime viability. Militarily, Iran does not need to defeat the United States but must sustain missiles, drones, and attacks on regional assets to remain viable. Time benefits Iran: the longer the conflict lasts, the more it hurts the United States, especially given U.S. urgency to end the war and reopen Hormuz. Davis argues the United States has a more urgent timeline due to the economic impact of a closed Hormuz, with oil prices hovering around $100 and potential further price spikes if the Strait remains shut. Iran, however, can endure months of strikes while keeping Hormuz closed, placing pressure on the Trump administration. He notes that the U.S. has destroyed much of Iran’s surface forces and air force and much of launch infrastructure, but Iran retains missiles, submarines, speedboats, drones, and a dispersed set of launch sites, allowing continued viability. On the political front, Davis says Iran sees the Israeli-US effort as aimed at destroying the Iranian state, and that domestic opposition to the regime has rallied around the flag. He argues Trump faces significant political challenges at home, including allies unwilling to risk naval engagement and internal criticism amplified by figures like Joe Kent, who resigned as director of the National Counterterrorism Center and accused the Israeli lobby and media of orchestrating a misinformation campaign. Kent stated there was no imminent threat from Iran, arguing the war was not America-first. Davis asserts that Trump cannot count on broad allied support to open Hormuz; allies have refused to risk their ships or crews in a mission that could fail. He cites the lack of a coherent, feasible military plan to open the Strait and the risk of escalation, while noting domestic and Gulf-state economic pressures. In discussing potential military options, Davis questions the viability of a ground invasion of Iran. He estimates a ground campaign would require at least 500,000 to 1,000,000 troops and would face impassable terrain and fortified defenses, making a successful outcome unlikely. He argues a sustained air and naval campaign also fails to guarantee opening the Strait, given Iran’s dispersed defenses, underwater missiles, drones, submarines, and long-range artillery. He suggests the most feasible non-air/space option might involve attempts related to Yemen to keep Bab el-Mandeb open, but even that is uncertain and risky. Regarding weapons and logistics, Davis notes the current conflict uses different inventories than those used in Ukraine, with interceptors and air-defense assets not readily available to share, while JDAMs and other munitions are limited. He observes that munitions consumption is high and could strain stockpiles, complicating long-term operations. Finally, Davis discusses US-Israeli relations. He says there has been a public decline in support for Israel among some groups, and Joe Kent’s explicit critique of Israeli manipulation could complicate bipartisan support. He predicts that growing American casualties and economic costs from the war could lead to political pressure on Trump to adjust or disengage, potentially affecting U.S.-Israel coordination in a prolonged conflict.

Ro Khanna (Speaker 1) and the other speaker debate Obama’s Iran policy and its consequences, referencing actions, deals, and geopolitical alignments. - The other speaker asserts that under Obama there were 14 wire transfers to a Swiss account linked to Hezbollah between 2014 and 2016, totaling 1.7 billion dollars, which he says Obama told Congress were frozen Iranian assets. He also claims a back channel to Tehran through Valerie Jarrett operated after Obama left office, describing it as a shadow government, and alleges pellets of cash were sent to Iran by plane. He questions why money would be sent to Iran given its alleged nuclear ambitions and sponsorship of terrorism. - Ro Khanna counters that Obama was a great statesman who left America safer, noting that 97% of enriched uranium was removed, American service members deaths were avoided, and gas prices did not rise as claimed by the other speaker. He says Obama did not give China a larger role in the region and did not harden the IRGC; instead, Obama engaged in diplomacy to bring China, Russia, and European allies on board toward a path to a non-nuclear Iran. - The other speaker insists Obama sent money to the Iranians and that they resumed enrichment. Khanna responds, “That’s not true.” The other speaker clarifies that a deal was reached to remove 97% of enriched uranium, and assets unfrozen were Iranian assets, not U.S. money, with broad international involvement (China, Russia, France, UK, Canada, the U.S.). He says Obama tried to torpedo the deal and that APEC and Netanyahu opposed it, which dragged the U.S. into more conflict in the Middle East. He argues Obama was against the Iraq War and favored normalization toward Iran, with broad global support, but claims AIPAC and Netanyahu undermined that effort. - Khanna pushes back, suggesting the claim that Obama delivered on preventing a nuclear-armed Iran is inaccurate, asserting that 10 presidents before Trump all claimed Iran cannot have a nuclear weapon, and stating that Obama delivered 97% out in some sense while the other speaker reiterates that Obama sent money to Iran. The other speaker emphasizes the world’s broad support—Russia, China, Canada, the U.K., France, and others—lost or shifted away, implying that U.S. leadership faltered and that the world coalition was lost. - The discussion shifts to what U.S. policy should be: a return to “team America,” addressing gas prices, avoiding further wars, and a preference for leadership that aligns with Israel’s stance as framed by Netanyahu and AIPAC, according to the other speaker. Khanna notes ongoing debate about who holds influence, and the dialogue ends with a mutual acknowledgment of continuing the conversation, thanking each other and Maria.

Afshan Rutansi hosts New Order, a program touting a global view of how India and its allies sit at the center of a transformation in world history. The episode centers on the Trump administration’s war against Iran and its wider regional and global consequences, claiming the conflict has killed, wounded, or displaced over a million people from Iran to Lebanon to the South Caucasus, with the global South paying for shortages of fertilizer, fuel, food, and medicines as the Strait of Hormuz is mined and contested. The discussion also touches on Iran’s targeting of Israel’s nuclear program and Israel’s targeting of Iran’s nuclear reactor, and references the IEA’s view that Trump-era energy crises are worse than the 1970s oil shocks. The panel notes Pakistan’s perceived threat after Iran, and a claim by a former US DNI that Pakistan might be a concern if the US touches its WMD program. India, as this year’s chair of BRICS, says it will not broker peace between the USA and Iran. Dennis Kucinich, a former US congressman from Ohio who gave 155 speeches in the US Congress against war with Iran, joins the show. He has run for the Democratic presidential nomination twice and led RFK Jr.’s 2024 campaign. He describes the war as a “catastrophe, a circus of miscalculation,” and says Iran could be “the graveyard of the American empire.” He criticizes the US for bombing Iran while negotiations were ongoing, killing a negotiator and, with Israel, continuing bombing, and notes the death toll approaching 2,000 Iranians. He asserts that the USInduced negotiations to give up enriched uranium were under way, then bombed Iran, undermining diplomacy. He states there was “no imminent threat,” citing testimony by Joe Kent, a former official in the directorate of national intelligence, who resigned and described the threat as non-existent, and argues that the US strategy is to dominate the Middle East’s energy, currency, and trade. Kucinich argues that the war has led to higher oil and LNG prices, greater military spending in the Gulf, more fragile shipping routes, and increasing alignments with Iran and anti-western economic partners. He contends the global South bears a disproportionate burden from higher food, fuel, and grain prices, and that ordinary Americans are affected as well. He rejects the idea of neutral broker roles, noting India’s attempt to avoid binary alignment and maintain channels with both the US and Iran, arguing India’s BRICS leadership seeks de-escalation, energy security, and stability in food and fertilizer prices. On the broader strategic landscape, Kucinich says there is no real strategy to this war, only an attempt to capture supplies and control the oil market, with petrodollar dominance challenged by BRICS’ move toward local currencies. He predicts higher oil and food prices, inflation, and greater difficulty for the United States to maintain its global position, calling for the removal of bases in the Middle East. He references the “March of Folly” and suggests the new world order will follow, but not the one envisioned by current leaders. The latter portion shifts to viewer questions with Zara Khan, addressing whether BRICS will revive the UN, the nature of the January 2026 Iranian protests, and media portrayals of Iranian casualties. The discussion reaffirms skepticism toward Western media narratives, the CIA’s alleged role in provocations, and questions about international law amid perceptions of a US-led invasion. The program closes by inviting viewer engagement on whether India should maintain neutrality.

Speaker 0 argues that Trump’s shift from “opening the Shadow Homos” to “blockading it” is ironic and reflects a strategic question for the United States. They say the irony highlights a broader question about American strategy and emphasize that their criticism is not merely to criticize but to assess the situation objectively. They note an interesting point raised by an expert: while blockade is not difficult to implement, it “just doesn’t work.” They reference economic experts who have weighed in, recognizing that Iran has undetermined but significant funds and multiple import/export avenues. Although Iran cannot freely pass ships through the Strait of Hormuz, they have alternative routes: the Caspian Sea for imports via land routes, and “floating oil across the world” for exports. The core question becomes how far Trump is willing to go to “strangle the Iranian economy” and whether that would pull the global economy into the mix. In this framing, the conversation centers on the feasibility and consequences of a harsher economic blockade against Iran and the potential global repercussions. Speaker 1 responds by characterizing Trump as lacking empathy for the economic impact on ordinary Americans and, more broadly, on people worldwide. They reference Trump’s own statements, noting that he has said it will “cost us more,” but “we’re gonna make a lot of money.” This quoted sentiment is used to support the claim that Trump does not consider or prioritize the cost to average citizens. Speaker 1 asserts that Trump “doesn’t feel it,” and therefore does not feel a sense of urgency to take action. They summarize Trump’s attitude as not demonstrating concern for the economic impact on the average American or global populations, which underpins the claim that there is no urgency to intervene despite potential price increases for gasoline or other goods. This exchange frames the discussion around the practicality of sanctions, the resilience of Iran’s economic channels, and the perceived indifference of Trump to domestic and international economic costs.

Speaker 0 says a piece about Israel’s “obscene treatment” of Speaker 0’s country has an obvious takeaway that America’s “special ally is not actually an ally,” and that NBC News did not want readers to realize this. Speaker 0 claims the report’s authors repeatedly inserted “globalist propaganda” into the story, including the neocon talking point that Israelis are America’s “special friends,” while still presenting “eye-opening” information about Israel spying. Speaker 0 argues that throughout the entire NBC News piece, there is continued praise for Israel as “our greatest ally” and “special friend.” Speaker 1 says the piece lays praise on Israel and is about Israel spying, which they find “reprehensible.” Speaker 1 describes decades of belief that Israel is America’s best ally, an “island of democracy” amid “sea of chaos” in the Middle East, and that many Jewish people Speaker 1 personally knew seemed “like really good people.” Speaker 1 says that as “growing physical evidence” has emerged that Israel is “not quite who we thought they were” and that Israel “definitely” abuses America, the situation has become normalized. Speaker 1 claims that even when things have come out, “no action has been taken,” leading Israel to be “a little bit more bold,” doing actions “out in the open.” Speaker 1 cites an example involving Netanyahu and Lebanon: Speaker 1 says Netanyahu stated that a stop to fighting in Lebanon is a “non-negotiable requirement” for Iran to end the war, and that Speaker 1 believes Netanyahu will “do what I want anyway,” even if President Trump intervenes. Speaker 1 says Speaker 1 expects Trump may “hold off for a day or two,” but that Israel “they’re fighting again today.” Speaker 1 asks why the U.S. continues to support Israel and provide it with ammunition, weapons, political cover, and diplomatic cover “to keep doing things directly antithetical to our interests?” Speaker 0 responds, “It’s so frustrating.”

Speaker 0 expresses concern that Iran’s escalation leads to automatic draft registration and that many people voted against the Biden administration and Kamala Harris because of floated draft ideas for Russia. They reference a report on Liberty Report about this automatic involuntary draft registration. Speaker 1 describes the NDAA as a must-pass bill that often includes dangerous language. He says the bill will automatically register young men aged 18 to 26 for the draft and create a database, removing any choice about whether to register or not. He argues this presumes the government owns you and your body, equating it to slavery. He contends that if a war is unpopular or unconstitutional, people will still be forced to register. He notes a belief that the current war is obviously unconstitutional and asserts confidence in young Americans defending their country if attacked, though he questions whether an attack has occurred. Speaker 2 counters that the threat is not existential from Iran, but argues it comes from elsewhere, including issues at the southern border. He reframes the concern as domestic rather than a direct external threat from Iran. Speaker 3 agrees and adds that the U.S. lacks a sufficiently large army due to prior cuts and a focus on exotic weapons and a large surface fleet. He contends the army is too small to project power, and any ground invasion into the Middle East would face immediate, formidable opposition, including precision missiles and drones, making a conventional ground war implausible. He criticizes naval power’s utility in modern conflicts and suggests an invasion would be impractical. Speaker 2 asks for more detail about Karg Island, a strategic island off Iran’s coast, noting 90% of oil flows through Iran from that area. He mentions talk among Trump administration officials about capturing the island and asks how the U.S. could secure it. Speaker 3 explains that much of the oil from Karg Island goes to India, China, Japan, and South Korea; destroying or occupying the island would require moving ground forces and crossing water, which would be extremely dangerous. He warns that destroying oil infrastructure in the Persian Gulf would lead Iran to target refineries, drilling rigs, and storage tanks, and notes that Gulf States heavily rely on desalination plants. He cautions that destroying these plants could cause mass death and devastate Gulf economies. He adds that the Israelis previously struck a desalination plant in Iran, which would amplify consequences for regional economies. Speaker 0 asks how the public should feel about the conflict, noting that the government started it on false pretenses and that the country’s leaders and military performance have been disappointing. They seek guidance on how to view the situation and how to respond. Speaker 1 expresses domestic concern about a potential false flag, citing FBI warnings that Iran may have launched attack drones off the West Coast, suggesting a false flag could be used to erode civil liberties. Speaker 2 agrees with the false-flag concern and notes that Israel has a history of false flags and mentions events in Azerbaijan and Turkey. He emphasizes the need for Americans to understand the consequences of U.S. actions for people in the region and to push the president and administration to stop inflammatory language. Speaker 3 clarifies that Iranian officials have instructed contacts in the Western Hemisphere not to harm the United States, arguing that causing harm would benefit Israel. He concedes that false-flag analysis is plausible but unlikely in the long run, and stresses the importance of public awareness of consequences and maintaining peaceful regional relations after the war ends.

So last year, The US ran a trade deficit with India of almost $46,000,000,000. Proof to president Trump, the relationship in his view is unfair. India imports most of its oil last year, almost 40% of its crude from Russia. Well, president Trump is saying India is helping Russia fund the war in Ukraine. Earlier this month, he accused it of not caring how many people in Ukraine are being killed by the Russian war machine. India's prime minister Narendra Modi is defiant on all of this. On Monday, his ambassador to Russia said India will continue to buy oil from wherever it gets the best deal in order to protect the interests of its 1,400,000,000.0 p

The transcript presents a fringe, highly charged discussion about perceived Israeli influence in the United States, Trump’s shift from “America first” to “Israel first,” and related political dynamics. The speakers repeatedly claim that Israel controls the U.S. government and American foreign policy, with several variations such as “Israel's controlling our government,” “Israel controls us,” and “The government of Israel controls The United States.” They assert that Israel has run American foreign policy for thirty years and that the United States government is taking edicts from Israel, describing it as an “Israel first administration.” As the discussion progresses, the speakers describe discomfort with America’s relationship with Israeli leaders, calling the Israeli government a “satanic regime” and suggesting it seeks to cause pain. They contrast Trump’s campaign promises of “America first” with his alleged current actions, arguing that he has escalated a war on behalf of Israel and turned on earlier allies who did not toe the Israel-first line. They claim Trump has allied with politicians and influencers who are unpopular with his former base, and that he endorses a “massive war on behalf of Israel that he promised he would never start.” They point to specific figures affected by these changes, including those who supported or criticized Trump and Israel. The discussion names individuals and entities linked to the shift, including Charlie Kirk. They claim Kirk was influential against the Iran war and withdrew support for Israel prior to his death; Erica Kirk allegedly took over TPUSA to continue Charlie Kirk’s legacy but allegedly did so in a way that opposes Kirk’s earlier stance, endorsing Massey’s Israel-funded opponent and labeling Massey a “rhino.” They argue donors pressured Kirk to change his stance, leading TPUSA to distance itself from Kirk’s legacy and to align with an Israel-funding candidate backed by Trump. The speakers claim broad consequences for Trump’s base: those who call for justice with the Epstein files, those suspicious of Israel, and those who question Erica Kirk are said to have been blackballed or marginalized. Conversely, supporters of the new Trump are described as urging to move on from Epstein, unconditionally supporting Israel, and reacting strongly to any critique of Erica Kirk. A recurring theme is a critique of Zionism as a political ideology; the speakers distinguish between “Israel” and “Zionism” and argue Zionism controls both the U.S. and Israel. They challenge religious claims that Israel is “God’s chosen people,” offering a Christian critique of that idea and asserting separations of church and state in the U.S. The discussion includes references to alleged silencing mechanisms, narrative control, and tribalism as a “SIOP” framework, describing three characteristics: silencing opposing ideas, a strong narrative, and tribalism. They illustrate these with examples such as censorship of anti-Israel sentiment or questions about Israel, accusations about a fixed narrative like “Israel is our greatest ally,” and the exclusion of dissenting voices. The speakers conclude by asserting that while Israel does not control the U.S., Zionism appears to influence both countries, and that the root issue is the influence of Zionism rather than a single country’s leadership. They urge viewers to speak up while suggesting the changes reflect a broader, troubling shift in political power, ending with a night-time sign-off and personal recovery product plugs being referenced but later deemphasized.

Speaker 1 argues that the outcome mentioned in the headline is already baked in due to the lack of energy and fertilizer coming out of the Strait of Hormuz. He notes we are in week nine of the conflict, and there doesn’t appear to be a solution in sight. If the conflict lasts a few more months, it becomes catastrophic on a global scale. The countries most impacted will not be the United States but nations that already have tens of millions on the edge of famine, including Sudan and Yemen. Egypt is close to that category, and India and Bangladesh will also have a lot of difficulty. He explains that Bangladesh has its own nitrogen production plants but relies on imported natural gas to produce nitrogen. Two of Qatar Energy’s 14 natural gas trains, which are production pipelines, are out of commission for three to five years, taking 17% of Qatar Energy’s gas offline. The Haber-Bosch chemical process, which turns gas into ammonia and then into urea and other nitrogenous fertilizers, underpins this. Therefore, the world is already going to face starvation of millions in 2027, and that number could grow to tens of millions or even hundreds of millions if the Strait of Hormuz is not open soon. Speaker 0 asks for a global explanation of how the food system works and why countries depend on inputs from abroad. Speaker 1 responds that about 8,000,000,000 people globally, or roughly 4,000,000,000 or more, live today because of the Haber-Bosch process that turns hydrocarbons into ammonia and then nitrogenous fertilizers. If the supply chain is lost, and while not all natural gas comes from the Strait of Hormuz, a large amount—25% or more—comes from there for fertilizer production. The destruction of Nord Stream pipelines affected BASF (BASF is a German company) which produced nitrogenous fertilizers from Russian gas, and that cut off years ago. China and Russia have now halted all exports of fertilizers, including to India, which asked China for emergency fertilizer and was told that China needs it for its own populations. The bottom line is that not only is the natural gas feedstock being cut off that would normally feed 4,000,000,000 of the 8,000,000,000 on the planet, but countries are becoming more nationalized with their supplies, leaving vulnerable countries like Bangladesh, Thailand, and India hanging in the wind.

Ambassador Chas Freeman says the “memorandum of understanding” should be called a “memorandum of misunderstanding,” because its terms are being violated and renegotiated. He argues the MOU’s premises—that the war in Lebanon ends, Israelis withdraw, and a ceasefire holds—have not been met, and that key elements regarding Iranian control of the Strait of Hormuz have also been undermined. Freeman claims the MOU allows ships to exit the Strait under arrangements managed by Iran and that Iran would not charge tolls for 60 days until August 21, but he says U.S. actions and Israeli actions have violated the agreement’s basis. He describes an escalating tit-for-tat cycle: Iran attacks ships associated with a claim that the U.S. and British Navy can control the Strait, leading to U.S. retaliatory strikes (first described as symbolic, later more savage), followed by Iranian strikes on U.S. bases in Kuwait and Bahrain. He says censorship and Western press behavior have kept the facts obscure. He concludes the MOU’s “survival is in doubt” and frames Israel as successfully defying the American agreement with Iran. Freeman also criticizes the Lebanese government’s role, saying it has acknowledged Israel’s right to be in southern Lebanon, agreed Israel will withdraw gradually according to Israel’s judgments, and agreed Israel and the Lebanese army will cooperate in smashing Hezbollah—described as effective resistance to Israel. He claims this arrangement is intended to produce ethnic cleansing in southern Lebanon and likens the government’s approach to “Marshal Pétain.” Freeman expands beyond Iran and Lebanon, asserting that chaos is returning across West Asia, including Israeli bombing in Syria and continued “genocidal squeeze” in Gaza, while he describes pogroms, expulsions, and ethnic cleansing in the West Bank. He argues Israel’s expansionism and lack of agreed borders create further disorder. On why attacks between the U.S. and Iran resumed, Freeman says wars do not always end and that West Asia has long been characterized by intermittent warfare forming “one great war.” He portrays the conflict as attrition and a competition of stamina, arguing the U.S. cannot sustain agreement-like outcomes and lacks a strategy for war termination. He cites Afghanistan as an example of a “forever war” without clear objectives, benchmarks, or an explainable rationale beyond initial actions. He then argues U.S.- and Israeli-structured forces are designed for short, victorious wars rather than wars of attrition, while noting that Russia and Iran appear able to sustain relevant weapon production. Freeman says war dynamics are being shaped by changing supply chains and drone warfare, including Ukraine’s use of Chinese components and Iranian components for Russian forces, and potential North Korean involvement. He says Ukraine is becoming skilled in drone warfare and forming support relationships with Gulf countries, substituting for reliance on American technology that he claims struggles against hypersonic missiles and drones. He also states that Marco Rubio’s Gulf visit to “redefine the MOU” does not stop Gulf-Arab and Iranian discussions about the post-American blockade future of the Strait of Hormuz, which he says will remain under Iranian control. He also ties these conflicts to domestic pressures and oil supply: he says the U.S. is running out of stored oil and the world is running out of stored oil, and that oil price increases and crop production collapse due to fertilizer shortages are expected to follow quickly, including before U.S. midterms. He adds that the Trump administration is under pressure from multiple directions including Iran, Gulf Arab states, Israel, Russians and Ukrainians, donors, and his base. Turning to Israel and Syria/Turkey, Freeman says Israel’s new enemy appears to be Turkey after Iran’s reduced role in Syria. He describes shifting conditions across Syria, Kurdish dynamics, and the strategic geography of Syria as a transit point, including overland oil export routes that he links to Iraq’s need to replace lost Strait of Hormuz revenue. He argues Israel intends to keep occupied Syrian and Lebanese territory and that a Lebanon arrangement aims to trigger civil war by making the Lebanese government illegitimate in the eyes of much of the population, aligning Lebanon against Hezbollah and Shia interests. He also claims a break—an “open break”—between the United States and Israel has emerged regarding Lebanon, with the U.S. saying Israel no longer has a “blank check” and Israel disputing that the U.S. will control actions. Freeman argues Washington lacks a policy process and sets priorities, with everything driven by the president’s instincts rather than considered judgment, creating unpredictability. He says there is no strategic pathway to “pull the chestnuts out of the fire” and that forever wars reinforce failure through escalation and doing more of the same. He also claims the exclusive use of military means is counterproductive, reiterates the nuclear aspect of the MOU’s 60-day non-detonation arrangement, and says Ukraine’s deep strikes validate Russian arguments about threats to the Russian state. He concludes pessimistically that he sees no “ray of hope” for resolution and says forever-war escalation clauses are already active.

Colonel Douglas MacGregor discusses the escalating tensions over Iran and the possibility of drastic military action. He notes that President Trump says the deadline for Iran to open the Strait of Hormuz and negotiate a ceasefire is tomorrow, and that if they don’t, “the entire country will be taken out in one night,” raising questions about whether a nuclear weapon is at the ready. The discussion suggests that Trump’s line may be hyperbolic, with Speaker 1 positing that a nuclear weapon is unlikely and that conventional methods or power-grid disruption could be used to “take out the entire country” without permanently ending the war. He invokes George Kennan’s view on nuclear weapons and argues the goal is not to wage a nuclear exchange but to disrupt Iran’s energy infrastructure; he questions whether such measures would be permanent or decisive. The conversation shifts to censorship and satellite imagery. Speaker 2 reports that Planet Labs received a U.S. request to blackout images in and around Iran dating back to March 6, possibly earlier, with threats of sanctions if companies don’t comply. The panel discusses how to verify reality amid conflicting signals. The panel turns to a tactical assessment of potential actions around the Strait of Hormuz. Speaker 1 predicts Trump would pursue a coordinated air force and naval air strikes aimed at destroying petrochemical plants and energy infrastructure to deprive the government of power, though he doubts this would alter the strategic outcome given Iran’s continental capacity and ISR (intelligence, surveillance, reconnaissance) capabilities. He explains Iran’s ability to use satellites and strike systems to counter, and notes Iran’s large force structure within the country. He warns that even if power is disrupted, Iran can respond and that the Gulf states would be affected due to a loss of energy and desalination capacity, potentially threatening regional stability and the Gulf’s populations. The discussion broadens to regional dynamics and Israel. Speaker 2 cites Trump’s remark about scrapping the Obama-era Iran nuclear deal to prioritize Israel, suggesting this shift contributed to the current conflict. Speaker 1 argues the global economy could enter a depression, highlighting how energy, plastics, fertilizer, and feedstock shortages would ripple through the Global South, Japan, Korea, and Europe as energy prices rise and supply chains falter. He asserts that oil is a global commodity and that a price rise worldwide is likely; he predicts a stock market crash and a long-term energy system rebuild. The hosts pivot to financial consequences and media appeals, with Speaker 0 promoting gold and silver investments through Lear Capital, citing Ed Dowd’s view on panic buying and shortages of fertilizer and energy, and predicting higher prices. The discussion notes a claim that about $42 billion has been spent on the conflict so far, with spending accelerating. On leadership and assessment of U.S. strategy, Speaker 1 raises concerns about President Trump’s current mental acuity and notes that some U.S. leaders are calling for a 60-day limit on hostilities without a formal declaration of war. He argues that Israel’s aims dominate the U.S. stance, complicating potential compromises with Iran and wider regional settlements. He asserts Israel seeks to expand its influence and dominance in the region, which undermines potential settlements and constrains U.S. options. In Israel, Speaker 1 explains that Hezbollah is not out of action and has launched rockets into Northern Israel; Israeli public unrest and evacuation patterns hint at severe internal strain. He contends that Israel relies heavily on U.S. support, which could be leveraged for broader regional aims, but may be unsustainable given regional opposition to Israel’s expansion. He suggests Arab populations and governing elites in the Gulf and Egypt grow discontent with Western-backed leadership. Finally, the panel probes the potential use of ground forces and the plausibility of a doomsday scenario, with Speaker 1 arguing that a large, sustained ground operation in the Gulf is unlikely to change the outcome without comprehensive disruption of Iranian strike systems and satellite networks. He emphasizes that a nuclear option would be catastrophic, and expresses concern about Israeli actions and regional reactions, including possible involvement by Russia, China, and other powers. Colonel MacGregor closes by pointing readers to his Substack for ongoing strategic analysis and reiterates the anticipated economic and geopolitical upheaval from the conflict.

Speaker 0 contends that the world economy is severely damaged and worsening, blaming Israel’s influence, Trump’s policies, and BlackRock. They say Trump reversed the downturn but that his current behavior worsens the situation, describing him as a degenerate gambler who keeps betting with the people’s money. They warn that the global economy is being sunk by these decisions and that any recovery would be unlikely if he does not shut down the current course. Speaker 1 argues a simple plan: Iran cannot have a nuclear weapon and they won’t have one. They claim the president didn’t want to go that far, but there is no pressure from elsewhere. They assert victory will come, stating that militarily they have already achieved a complete victory in theory, with Iran’s navy effectively nullified and ships sunk by the U.S. They emphasize Iran’s strategy hinges on closing the Strait of Hormuz, not their blue-water navy. They note Iran has now made larger financial demands—a claim of $500,000,000,000 in reparations—describing these as part of a broader disaster. They accuse globalists and BlackRock of engineering the war to derail the Trump recovery, leading to inflation, fertilizer shortages, and a planetary downturn. They say there is no way to reverse this and warn that threats of further strikes against Iran could worsen the situation. They also accuse media and political figures of misrepresenting the war’s trajectory, and criticize those who supported the war for claiming to have been right. They suggest the debt situation is dire, with the national debt approaching or exceeding GDP in service, calling this a banana republic scenario. They describe a coming period of permanent austerity and a “great reset” via a central bank digital currency system, and contrast this with the supposed prior plan that could have rebuilt the economy. Speaker 2 adds that the United States holds all the cards if escalation occurs, but the goal is to reopen the Strait of Hormuz and restore open access without mines in the water or tolls. They emphasize the aim to return to the previous open state of the strait. Throughout, Speaker 0 revisits earlier warnings about the start of the war, insisting Schmoyle (Schmoy/ Schmoyle) had warned this would derail the global recovery. They recall personal discussions with Tucker Carlson about Trump’s assessment of the war’s consequences, noting that Trump claimed “everything I do always turns out okay,” even as the analyst contends the consequences have been severe. They reiterate that the “globalist trap” and the Iran war were designed to undermine the U.S. and world economy, with the goal of bringing about a prolonged austerity and a global cashless system. They describe demonstrably worsening indicators—stocks, oil, and rates rising; inflation accelerating; fertilizer shortages; and a deepening recession—arguing these dynamics confirm the planned malaise. They reference headlines about inflation, the Iran confrontation, and potential sleeper cells, and they criticize the left, Democrats, neocons, and “MAGA knob polishers” for supporting the war. They reiterate that the globalists’ objective is to derail the U.S. and Western economies and to push toward a controlled, austerity-driven global order, while claiming the administration’s responses are failing to reverse the trend.