Latest / Brian Thomas / Daniel Davis Deep Dive
Transcript
- 0:00Speaker 1: The talk station.
- 0:02Speaker 2: Hey, thirty fifty five cars the talk station. It is
- 0:05Speaker 2: that time of the week we get a deep dive
- 0:06Speaker 2: from Daniel Davis, the alertive Daniel Davis Deep Dive with
- 0:10Speaker 2: retired with tenant Colonel Daniel Davis. Find his podcast wherever
- 0:12Speaker 2: you find your podcast and tune into the fifty five
- 0:14Speaker 2: carse Morning Show every Tuesday at this time. Good to
- 0:17Speaker 2: see my friend. I have the privilege to be able
- 0:19Speaker 2: to see your shining, smiling face. And but we don't
- 0:21Speaker 2: have any to talk about today, do we? Daniel Davis,
- 0:25Speaker 2: Wait a second.
- 0:26Speaker 1: I mean there are some things. I guess.
- 0:29Speaker 2: Let us start with ron. I guess based upon Donald
- 0:33Speaker 2: Trump's own words, today was the day the bombs were
- 0:35Speaker 2: going to start dripping. I think Pollymarket heavy over and
- 0:37Speaker 2: under on that one. But we wake up and find
- 0:39Speaker 2: out no. Apparently he had got the request from some
- 0:42Speaker 2: of the golf allies United Arab Emirates, Saudi Arabia to
- 0:45Speaker 2: hold off, wait for it, We're going to negotiate something.
- 0:48Speaker 2: He said. Well, other countries have come to me and
- 0:50Speaker 2: they said we're getting ready to do a vader very
- 0:52Speaker 2: major tac tomorrow. But put it. I put it off
- 0:54Speaker 2: for a little while. Hopefully maybe forever, but possibly for
- 0:56Speaker 2: a little while, because we've had very big discussions with
- 0:59Speaker 2: Ron and we'll see what they amount to. You're tea
- 1:02Speaker 2: leave freading on whether these discussions will bear any fruit.
- 1:05Speaker 2: Daniel Davis given the Iranians absolute outright rejection up until
- 1:09Speaker 2: this moment of time, and every single demand President Trump
- 1:11Speaker 2: has presented it with, sure.
- 1:13Speaker 1: Well, I mean other than what you said.
- 1:15Speaker 3: I mean, sure, it sounds bad when you put it
- 1:17Speaker 3: like that, but yeah, that's exactly the situation we're in.
- 1:21Speaker 3: And obviously this is not the first time we've been
- 1:24Speaker 3: down this road where President Trump says he's paused the
- 1:26Speaker 3: war or paused his bombing, or paused a operate Project
- 1:30Speaker 3: Freedom in the Persian gold, et cetera.
- 1:33Speaker 1: And every time the other side said, what are you
- 1:36Speaker 1: talking about? We didn't agree to anything.
- 1:38Speaker 3: We're not even talking other than these lists of demands
- 1:41Speaker 3: related and that's the case we're in right now. Almost
- 1:44Speaker 3: immediately after that, the urany side said, there's no negotiations here.
- 1:48Speaker 3: We're passing things back along with some intermediaries. But to
- 1:51Speaker 3: reiterate our positions, we have not given in on anything.
- 1:54Speaker 3: And yet President Trump said in a fresh conference subsequent
- 1:59Speaker 3: to issuing true social that he said, yeah, I think
- 2:01Speaker 3: we're really close to an agreement. And unfortunately he said
- 2:04Speaker 3: that a bunch of times throughout this time, that they've
- 2:07Speaker 3: already agreed to this and that, and then the urate
- 2:09Speaker 3: insight always comes back and says, no, we haven't agreed
- 2:12Speaker 3: to anything other than we've demanded some of you, which
- 2:15Speaker 3: amount to what, frankly surrender. And President posiski In came
- 2:20Speaker 3: out afterwards and reiterated the same thing. Several other people
- 2:22Speaker 3: did so across the board. Your insights says, I don't
- 2:25Speaker 3: know what he's talking about. That's not what we've agreed to.
- 2:27Speaker 2: All right, assuming the status quo remains the status quo
- 2:30Speaker 2: as it has been now since the so called ceasefire
- 2:33Speaker 2: went into, let's walk through what seems to be an
- 2:36Speaker 2: inevitable scenario. So the status quo remains, that's not good
- 2:39Speaker 2: enough for Trump. He doesn't get what he wants when
- 2:40Speaker 2: we start throwing additional rockets and bombs. I don't know
- 2:43Speaker 2: if it means boots on the grounds, But are we
- 2:46Speaker 2: in a better position now from a military perspective to
- 2:50Speaker 2: achieve whatever it is we're hoping to achieve there after
- 2:53Speaker 2: this passage of time. I've read quite a few comments
- 2:56Speaker 2: from military analysts saying, oh, we've been gathering a lot
- 3:00Speaker 2: of additional intelligence. We know more now about where all
- 3:03Speaker 2: of these mystery bases are, and these drone manufacturing facilities,
- 3:06Speaker 2: and where the swift boats might be parked or kept.
- 3:08Speaker 2: We know where these military targets are. And then there's
- 3:10Speaker 2: also that growing concern that this military operation of a
- 3:14Speaker 2: moves forward is going to start bombing the civilian related targets.
- 3:18Speaker 2: What that means in the scope of that remains to
- 3:20Speaker 2: be seen. But do you see us at least militarily
- 3:23Speaker 2: now better than we were, say, six weeks ago, Daniel Davis,
- 3:27Speaker 2: No zero chance.
- 3:29Speaker 3: And listen, it's not like we suddenly discovered where these
- 3:32Speaker 3: underground bunkers are or where these fast boats are located.
- 3:35Speaker 3: We've known that for decades, I mean known. It's hard
- 3:38Speaker 3: for them to build a lot of these things without
- 3:40Speaker 3: knowing it. You see a lot of things that came
- 3:42Speaker 3: out I think it was a Wall.
- 3:44Speaker 1: Street Journal, New York Times, CNN.
- 3:46Speaker 3: Several people done a lot of analysis, and they've said
- 3:49Speaker 3: that even these thirty three bases that we know of,
- 3:52Speaker 3: meaning we know of them, and we were not able
- 3:54Speaker 3: to take them out before. And now you have restocked
- 3:58Speaker 3: your inventory, so you have a much more missiles that
- 4:00Speaker 3: you had the first time. Why does anybody think that
- 4:03Speaker 3: you're going to have any more success hitting a granite
- 4:05Speaker 3: mountain than you had the first time with the same ordinance.
- 4:09Speaker 3: So you may be able to shut off some of
- 4:12Speaker 3: the doors of some of the exit ramps of some
- 4:14Speaker 3: of these underground missile facilities that they have engineering units
- 4:17Speaker 3: that are designed and did during the first forty days
- 4:20Speaker 3: to make them reaccessible again. So you're not going to
- 4:23Speaker 3: succeed the second time on the same target with the
- 4:26Speaker 3: same ordinance that you did the first time. And then,
- 4:29Speaker 3: of course the biggest issue is not what you can
- 4:32Speaker 3: destroy but what they can retaliate against. And they have
- 4:35Speaker 3: been unequivocal and repetitive here of late to say, if
- 4:38Speaker 3: you strike anything else, we are going to hit targets
- 4:41Speaker 3: that we have not fired at. Is the energy systems,
- 4:48Speaker 3: the oil production facilities, pipelines and water treatment facilities, desalinization plans,
- 4:54Speaker 3: which are vital for literal survival of any of these
- 4:57Speaker 3: regimes in their in the region. So the military thing
- 5:01Speaker 3: is if you go down that path. It's a duel,
- 5:03Speaker 3: it's double had set it side and coin there. You
- 5:06Speaker 3: don't get to just hit them and a trip them.
- 5:08Speaker 3: It's a two way straight and so when you launch
- 5:11Speaker 3: your first one, you've.
- 5:11Speaker 1: Got to be prepared for whatever follows next. And if
- 5:14Speaker 1: you can't do that, then you can't take step one.
- 5:17Speaker 1: That's part of the analysis. It's missing and is absolutely
- 5:20Speaker 1: vital to understand well.
- 5:22Speaker 2: And that's obviously serves to suggest why the United our
- 5:25Speaker 2: memorates in Saudi Arabia and other of the other countries
- 5:28Speaker 2: were insisting that Trump do a pause on this and
- 5:30Speaker 2: try to get some negotiated peace. But like you said,
- 5:33Speaker 2: when we started out, we kind of a sense of
- 5:35Speaker 2: agreement that they don't seem to want to move and
- 5:37Speaker 2: aren't going to go anywhere. So this campaign, this military campaign,
- 5:40Speaker 2: seems inevitable, doesn't it.
- 5:44Speaker 3: No, it's not inevitable, because I think that there's enough
- 5:47Speaker 3: people and I know this for certain on the inside
- 5:50Speaker 3: that our most senior military commanders are telling the President
- 5:54Speaker 3: exactly what I just told you, And I think that's
- 5:56Speaker 3: the reason why we've had these multiple pauses when it
- 5:59Speaker 3: looked like we were right on verge of something because
- 6:01Speaker 3: he realizes and is being told it won't work and
- 6:04Speaker 3: they will respond like that and that causes profound long
- 6:08Speaker 3: term harm economically, and I think that is pushing him
- 6:12Speaker 3: off this. So I still think that there's a decent
- 6:14Speaker 3: shot that he finds some way to just declare victory
- 6:17Speaker 3: and walk away, because I'm just telling you there won't
- 6:19Speaker 3: be a negotiated settlement in the foreseeable future, I mean
- 6:22Speaker 3: long into the future, because the Uranum side calculates the
- 6:26Speaker 3: same thing I just told you that day times is
- 6:28Speaker 3: on their side. They are being hurt bad from both
- 6:31Speaker 3: the blockade and from the previous round, and they know
- 6:34Speaker 3: they would be hurt again if it goes back back
- 6:36Speaker 3: to fighting. But they think that they can endure their pain,
- 6:39Speaker 3: and they seem very confident of this longer that we
- 6:41Speaker 3: can endure the pain that would happen on the other side.
- 6:44Speaker 3: And they are very immovable on their terms. So I
- 6:47Speaker 3: don't think there's going to be a negotiated settlement. There's
- 6:49Speaker 3: no military solution, So that only leaves in my view,
- 6:52Speaker 3: the only.
- 6:52Speaker 1: Plausible path is for Trump.
- 6:54Speaker 3: You just say, Okay, we've caused them enough harm it
- 6:56Speaker 3: we'll go back. If they ever do it again. But
- 6:59Speaker 3: we're just going to leave and leave it to them
- 7:01Speaker 3: to figure out. That's the best chance we have right now,
- 7:04Speaker 3: and I think there.
- 7:04Speaker 1: Is a chance of that.
- 7:05Speaker 2: Well. In the Iranians seem to have some sense of
- 7:07Speaker 2: American politics. Donald Trump's staring down the barrel of a
- 7:10Speaker 2: November election which may flip the Senate, maybe the House.
- 7:13Speaker 2: I mean, you know, this is a problem in a
- 7:15Speaker 2: gamble that he's risking because the American people are struggling
- 7:18Speaker 2: mightily with the massive increase in inflation brought about by
- 7:21Speaker 2: this gasoline and diesel problem. They are aware of our
- 7:28Speaker 2: political situation here.
- 7:29Speaker 1: Correct, Believe me, yes they are.
- 7:31Speaker 3: I mean I've interviewed a few of them Romasho just
- 7:33Speaker 3: to get their sense of it. I looked at some
- 7:35Speaker 3: of the comments that other officials are bad publicly, and
- 7:38Speaker 3: they're keenly aware of that. And listen, I think President
- 7:41Speaker 3: Trump is too. And I think that not a commonly
- 7:45Speaker 3: understood factor that could be coming today with the election
- 7:49Speaker 3: in Kentucky of republic Or Representative Massey and his fight
- 7:55Speaker 3: with his challenger there, that Trump is massively back in Oh,
- 7:59Speaker 3: we over twenty million people, I'm sorry, twenty million dollars
- 8:03Speaker 3: have been put behind Massi's opponent, and if all of that,
- 8:06Speaker 3: with the way the President Trump's endorsement with Secretary Hext
- 8:10Speaker 3: going down and campaign and for this challenger, if that
- 8:14Speaker 3: fails and he loses, I think that could have a
- 8:16Speaker 3: bigger impact on Trump saying, Okay, we're in real troll
- 8:20Speaker 3: for November. I've got to get this thing off the
- 8:21Speaker 3: deck now because the best that we had couldn't even
- 8:24Speaker 3: beat this one guy in our primary. So I think
- 8:27Speaker 3: that that could have a surprising impact on his decision
- 8:30Speaker 3: to get out of this if it goes bad.
- 8:31Speaker 2: That's an interesting take. Trust me, my listening audience is
- 8:34Speaker 2: painfully aware of the Massy Gallerin race. They've been dominating
- 8:37Speaker 2: the commercial cycle. You can't turn away or turn anywhere
- 8:40Speaker 2: without seeing that argument back and forth between their campaign
- 8:44Speaker 2: ads and head congress from Massy on in seven o'clock hour,
- 8:47Speaker 2: talk to him for a half hour. Daniel and forty
- 8:50Speaker 2: million dollars so far in that election. If you added, look,
- 8:53Speaker 2: it was twenty well maybe the other side has spent twenty.
- 8:56Speaker 2: But collectively, if you go to television ads, radio ads,
- 8:59Speaker 2: Maylers and everything, he thinks in the aftermath it's going
- 9:02Speaker 2: to be closer to forty. But it's already well documented
- 9:04Speaker 2: that the spending on advertising is at thirty three, making
- 9:07Speaker 2: it the most expensive congressional race in the entire history
- 9:10Speaker 2: of this nation.
- 9:12Speaker 1: Yeah, that is unbelievable that so much stock has been
- 9:16Speaker 1: putting in.
- 9:16Speaker 3: And I think it's a I think the President's making
- 9:18Speaker 3: a big gamble here because if it doesn't work, I mean,
- 9:21Speaker 3: it damages this brand across the board.
- 9:24Speaker 1: So I think they put too much stock in this
- 9:26Speaker 1: one race.
- 9:27Speaker 2: Well, we are going to wait to see. I know
- 9:29Speaker 2: our northern Kentucky voter friends have strong conviction, sir, and
- 9:32Speaker 2: that's why they have repeatedly sent Massy back in spite
- 9:35Speaker 2: of the fact that he is known as mister no
- 9:37Speaker 2: pivoting over Russia. Headline from the Wall Street Journal today,
- 9:41Speaker 2: Russia War is going badly on the ground end of
- 9:43Speaker 2: the air, I guess just from an initial standpoint, and
- 9:47Speaker 2: you've been pointing out the superiority of the Russian military
- 9:51Speaker 2: since we started talking about this invasion of Ukraine some
- 9:53Speaker 2: time ago, Daniel Davis, did you ever think it was
- 9:55Speaker 2: going to take this long to accomplish whatever the Russians
- 9:58Speaker 2: are hoping to accomplish because apparently they haven't made any
- 10:02Speaker 2: gains in land. They're suffering with massive, massive losses, loss
- 10:06Speaker 2: of life, soldiers killed, and the Ukrainians have apparently adapted
- 10:11Speaker 2: to this method of warfare and are starting to use
- 10:13Speaker 2: drones of their advantage, even launching strikes into Moscow the
- 10:16Speaker 2: other day. What do you make of this?
- 10:19Speaker 3: Yeah, I think that some of this enthusiasm is is
- 10:22Speaker 3: a little unfounded and overblown. There has been some definite
- 10:25Speaker 3: advances with the Ukraine side on the drone warfare side,
- 10:28Speaker 3: especially the long range drones, not.
- 10:30Speaker 1: Just the ones on the tactical side.
- 10:31Speaker 3: Because they are losing so many men, are having so
- 10:34Speaker 3: much trouble even press gaining guys to come to the front,
- 10:38Speaker 3: they are now relying like massively on the drones himself
- 10:42Speaker 3: because they don't have the manpower.
- 10:44Speaker 1: And that is still.
- 10:45Speaker 3: It's slowed Russia down in a couple of places, but
- 10:47Speaker 3: it hasn't stopped them. In fact, the Russia is in
- 10:49Speaker 3: the middle of an offensive operation in the Zaparichia area
- 10:53Speaker 3: that is gaining territory. I don't know why the Wall
- 10:55Speaker 3: Street journalist isn't mentioning that they actually are on the
- 10:58Speaker 3: move again. There and are focusing on this big strack
- 11:01Speaker 3: that came into Moscow. Most of it was shot down,
- 11:04Speaker 3: a few of them did get through, and they don't
- 11:06Speaker 3: seem to be talking about the one thousand and five
- 11:08Speaker 3: hundred that came in the Russian direction about a day.
- 11:11Speaker 1: Before that too.
- 11:12Speaker 3: So there is still very much viable in there, and
- 11:15Speaker 3: as I've been talking to a number of folks to
- 11:17Speaker 3: here almost show recently, there is growing anger in Russia
- 11:21Speaker 3: at the very issue.
- 11:22Speaker 1: You said, how can this be lasting this long?
- 11:24Speaker 3: And to answer your first question, no, I did not
- 11:26Speaker 3: think that it would be going four and a half
- 11:27Speaker 3: years and still no end inside And that's apparently the
- 11:31Speaker 3: view of many in the Russian side. They're mad at Putin,
- 11:33Speaker 3: not for the fighting in the war, they're mad at
- 11:35Speaker 3: him for not fighting it hard enough, and they're pushing
- 11:37Speaker 3: him hard to escalate and to do things different, potentially,
- 11:41Speaker 3: according to some folks, even striking military targets in NATO countries,
- 11:46Speaker 3: at the factories where these long range drones are manufactured,
- 11:49Speaker 3: where these missiles are manufactured, which obviously you're talking Article
- 11:53Speaker 3: five and the potential for a clash. But many on
- 11:55Speaker 3: the Russian side or say they're fed up with this
- 11:57Speaker 3: and they're ready to do whatever it takes to actually win.
- 12:00Speaker 3: So I think this is one of the more dangerous periods.
- 12:02Speaker 3: And ironically, the fact that your Ukraine side is having
- 12:05Speaker 3: success with some of these longer range missiles actually puts
- 12:08Speaker 3: to the war more risk of escalating, because Russia says, look,
- 12:12Speaker 3: the only way that Ukraine can do that is with
- 12:15Speaker 3: direct help from the UK from the western side through
- 12:18Speaker 3: their airspace and the Baltics their technology, their targeting capability, intelligence.
- 12:22Speaker 3: And they say, therefore, you are in the war, and
- 12:25Speaker 3: we're stupid for not responding in kind.
- 12:28Speaker 1: And we'll see if Putin gives into that.
- 12:29Speaker 3: He's been very a risk averse, but that pressure on
- 12:33Speaker 3: him inside could eventually push just beyond that if enough
- 12:38Speaker 3: Russians get angry.
- 12:39Speaker 2: That is a frightening reality something to be learned there.
- 12:41Speaker 2: If we pivot back over to look at the situation
- 12:44Speaker 2: the United States Israel against Iran. We spent how many
- 12:47Speaker 2: a decade in Afghanistan, didn't really accomplish anything in there.
- 12:50Speaker 2: Big giant militaries versus really really convicted people. They can
- 12:55Speaker 2: do a lot of world hurt, can't they. Well, the
- 12:57Speaker 2: Ukrainians have a conviction. The Russians are fighting that out
- 12:59Speaker 2: there four and a half years in. It seems to
- 13:01Speaker 2: me there might be something to learn from just that reality.
- 13:05Speaker 3: And that one's a little bit different, because do you
- 13:07Speaker 3: have the conviction on both sides of that line? And
- 13:10Speaker 3: so now that it's gonna that's that's why I feared
- 13:12Speaker 3: that it could escalate, and we should have gotten this
- 13:14Speaker 3: off the table a long time ago.
- 13:16Speaker 2: Someday you and I will be talking about the end
- 13:18Speaker 2: of the conflict and the end of the loss of
- 13:19Speaker 2: life today that day. Daniel Davis Deep Dive every Tuesday
- 13:24Speaker 2: beginning at eight thirty here in the fifty five Cars
- 13:26Speaker 2: Morning Show. Follow him online where you get your podcast.
- 13:28Speaker 2: God bless you, sir. We'll talk next week. See then
- 13:31Speaker 2: eight forty four fifty five KRC detalk station. Phone lines
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