Latest / UK Column Radio / China, Russia & Iran Just Changed the World Order? | Silk and Steel
Transcript
- 0:02Speaker 1: We are live huge news. The Chinese stock market seems
- 0:07Speaker 1: to have crushed. Also, President Putin went to visit President
- 0:13Speaker 1: in China. What were the ramifications? This was only a
- 0:16Speaker 1: few days after Trump went to visit China. In addition
- 0:21Speaker 1: to that, they discussed a wide range of deals and
- 0:25Speaker 1: has China betrayed Iran? Are they going to continue supporting them?
- 0:29Speaker 1: What does this all mean for the geopolitical landscape? We
- 0:32Speaker 1: have Carl Zar, geopolitical expert on the show and also
- 0:37Speaker 1: a historian. If you watch his history details, he details
- 0:41Speaker 1: the entire history of China in detail in his patreons
- 0:44Speaker 1: or if I was you, I would definitely be watching
- 0:46Speaker 1: and following his channel. But I'm just gonna get him
- 0:48Speaker 1: on right now. Kyle, thanks for joining us. How are
- 0:51Speaker 1: you hi?
- 0:53Speaker 2: How are you? Uh? Is my image not showing up?
- 0:56Speaker 2: No showing?
- 0:57Speaker 1: You're showing I can see you.
- 0:58Speaker 2: Oh okay, okay, fine, how are you woman?
- 1:00Speaker 1: I'm doing great. I'm doing great. How are you doing?
- 1:04Speaker 2: I'm doing well.
- 1:05Speaker 1: So let's get into it. So President Putin went to
- 1:10Speaker 1: visit President g This was after the Trump visit. What's
- 1:12Speaker 1: the thoughts on what happened there?
- 1:15Speaker 2: Well, this is not a so so people like to
- 1:22Speaker 2: compare the Trump visit and Putin visit, but they're actually
- 1:25Speaker 2: fundamentally different because this is a second time Trump visited
- 1:28Speaker 2: China in his capacity as a US president. This is
- 1:31Speaker 2: the twenty fifth times that Putin visited China. So this
- 1:36Speaker 2: is the This is just a regular touch up between
- 1:39Speaker 2: the China and Russia leaders because they have China had
- 1:49Speaker 2: and Russia president famously said on his last trip to Moscow,
- 1:54Speaker 2: He's told President Putin, now we're witnessing changes that we
- 1:59Speaker 2: haven't seen in one hundred years, and you and I
- 2:03Speaker 2: are the one who is going to drive these changes.
- 2:06Speaker 2: And Putin agreed, and before Putin's trip to Beijing, President
- 2:11Speaker 2: Putin also said, China and Russia will together collaborate to
- 2:17Speaker 2: preserve peace and stability around the world, and we will
- 2:20Speaker 2: uphold international law and you and Charter. This is obviously
- 2:25Speaker 2: a dig to United States. You know, right now US
- 2:29Speaker 2: is whiching illegal war on Iran, who is no respect
- 2:33Speaker 2: for sovereignty or international law. And Putin brought with him
- 2:41Speaker 2: who is who among the Russian bureaucracy because there was
- 2:45Speaker 2: a lot of government to government deals to be signed.
- 2:48Speaker 2: This is in sharp contrast with Trump's visit to China
- 2:52Speaker 2: again because Trump, other than a Secretary of State and
- 2:57Speaker 2: Secretary of War Pete Headset, he brought his son and
- 3:01Speaker 2: daughter in law and a bunch of American oligarchs, right,
- 3:05Speaker 2: and in comparison, there's very little preparation actually for Trump's
- 3:10Speaker 2: trip to China, at least on the American side. This
- 3:13Speaker 2: is how Chinese perceived it, because this was a trip
- 3:16Speaker 2: that was requested by Trump repeatedly, whereas Putin to China
- 3:22Speaker 2: trip is more like a routine touch up between two neighbors.
- 3:26Speaker 2: So these these are fundamental differences. And Putin also did not,
- 3:31Speaker 2: unlike Trump, did not use this merely as a photo
- 3:34Speaker 2: op because he was here on business. He has been
- 3:37Speaker 2: here before. He is very comfortable in Beijing, where he
- 3:42Speaker 2: has a very a good personal rapport with the President.
- 3:45Speaker 2: Hijimpain and Russia China tie is even more important in
- 3:51Speaker 2: today's world, especially in the face of US aggression, and
- 3:56Speaker 2: there is a certain level of coordination, I believe among Russia,
- 4:01Speaker 2: China and Iran. If you notice the timing of the visit,
- 4:04Speaker 2: Iranian Foreign Minister Arachi visited Beijing first and followed by
- 4:09Speaker 2: Trump and now followed by Putin. I think China, Russia, Iran,
- 4:14Speaker 2: they are touching bases, They're coordinating, They are trying to
- 4:18Speaker 2: figure out a coordinating strategy how they can deal with
- 4:22Speaker 2: the United States. There's actually a recent paper that's put
- 4:26Speaker 2: out by one of the major think tanks, back by
- 4:29Speaker 2: the China's top intelligence of Intelligence Agency MSS that basically
- 4:37Speaker 2: says the worst is over. You know, it's remarkable for
- 4:42Speaker 2: the change of ton because traditionally they having output stuff
- 4:46Speaker 2: like Okay, we must hunker down, we must survive America.
- 4:49Speaker 2: We must survive in a world where it's increasingly chaotic,
- 4:54Speaker 2: where United States no longer respect the international norms and
- 4:58Speaker 2: is recklessly wrecked King the Pope for international order. But
- 5:03Speaker 2: now the tone of the article is shifted. It's saying like,
- 5:06Speaker 2: we got to manage the America's decline. So this is
- 5:10Speaker 2: quite different from like we gotta hunker down and just
- 5:13Speaker 2: survive this great American running a mark to Okay, now
- 5:17Speaker 2: we just got to sit down like adults. We've gotta
- 5:19Speaker 2: like just contain the damage United States can do to
- 5:23Speaker 2: the world.
- 5:25Speaker 1: Okay, I've got a few more questions on the meeting,
- 5:27Speaker 1: But just before I do, I've got another question about
- 5:30Speaker 1: the stock market, the Chinese stock market just because it's
- 5:34Speaker 1: crushed apparently. But just before our do guys, if you're
- 5:36Speaker 1: on the X space, there's a tweet in the nest.
- 5:40Speaker 1: Everyone come across there. We'll continue the interview on the
- 5:44Speaker 1: YouTube channel, so we will be ending the space. So
- 5:47Speaker 1: everyone come across. We've got Carlza and then immediately after
- 5:51Speaker 1: that we've got Anthony Agals. Come across to the tweet
- 5:53Speaker 1: in the nest. Carl, the Chinese stock market has crushed.
- 5:58Speaker 1: What's going on? Is it all for China?
- 6:01Speaker 2: One thing China, one thing people should know is there's
- 6:05Speaker 2: zero correlation between Chinese stock market and the real Chinese iconomy.
- 6:11Speaker 2: If you look at the stock market chart for the
- 6:13Speaker 2: Chinese stock market for the last twenty five years, a
- 6:17Speaker 2: lot of the investors in the Chinese stock market didn't
- 6:20Speaker 2: really make a lot of money compared to say, if
- 6:23Speaker 2: they invested in US stock market. But if you look
- 6:26Speaker 2: at the actual economy, Chinese economy of course have grown
- 6:31Speaker 2: by the multiples. This is by design, by the way,
- 6:33Speaker 2: because Chinese government, they they use a stock market as
- 6:38Speaker 2: a way to funnel cap capital to you know, stay
- 6:43Speaker 2: on your enterprises. And some strategic industries like they like
- 6:47Speaker 2: to foster. It's not meant for outside investors to make money.
- 6:53Speaker 2: So that's a big difference. People need to understand this.
- 6:56Speaker 2: Like I actually had a debate with a mitrofessor of
- 7:01Speaker 2: management from the Sloan School. He's he he is a
- 7:06Speaker 2: big India booster, Professor Wungsen. I forgot his name, but anyway,
- 7:12Speaker 2: he's a Chinese American professor, but he's a big booster
- 7:14Speaker 2: of India. He often compared that India with China and
- 7:18Speaker 2: his thesis is that India will overtake China. Well that
- 7:21Speaker 2: was his thesis for the last twenty years. So I
- 7:24Speaker 2: challenged him on that and his reply is, you should
- 7:27Speaker 2: look at the Indian stock market versus the performance of
- 7:30Speaker 2: Chinese stock market over the last twenty years. So I admit,
- 7:34Speaker 2: you know, you would have made a lot more money
- 7:36Speaker 2: if you invested in the Indian stock market. But again
- 7:40Speaker 2: that does not correlate to you know, the quality of
- 7:45Speaker 2: life experienced by people actually living in China versus living
- 7:48Speaker 2: in India, because the market and the real economy they
- 7:56Speaker 2: are two different, separate things that'not connected.
- 8:01Speaker 1: Yeah, yeah, and obviously I wouldn't trust the Indian stock
- 8:04Speaker 1: market as well, without the separate point. So in terms
- 8:09Speaker 1: of but what was the reason for the actual I
- 8:11Speaker 1: know you're trying to make the disconnect, but what's the
- 8:13Speaker 1: reason for the crash?
- 8:15Speaker 2: Well, I mean, stock market goes up and down. It's
- 8:18Speaker 2: like sometimes the sometimes just profit taking. Sometimes it's it's
- 8:24Speaker 2: maybe the capital got spooked. I mean, there could be
- 8:27Speaker 2: many reasons for stock stock market crash. Sometimes it just uh,
- 8:33Speaker 2: he has gone up long enough and and it just
- 8:36Speaker 2: it must come down. It's like I said, there's no
- 8:39Speaker 2: rhyme and the whatever rite and reason of the stock
- 8:43Speaker 2: market doesn't really affect the Chinese real economy. So I'm
- 8:47Speaker 2: not too particularly concerned about that because I personally not
- 8:51Speaker 2: investing in the Chinese stock markets. I don't care either way.
- 8:56Speaker 1: Fair enough, fair enough. Now, you mentioned during the Pooh
- 9:00Speaker 1: in g meeting there was a lot of Russian businessmen
- 9:06Speaker 1: went Well, that was that not the same case when
- 9:08Speaker 1: Trump when he had a lot of billionaires, a lot
- 9:10Speaker 1: of tech industry guys, technocrats, various others. So how do
- 9:15Speaker 1: you differentiate these two meetings in terms of the pastonela
- 9:18Speaker 1: that were taken.
- 9:20Speaker 2: Well, he actually shows who is running the country in
- 9:23Speaker 2: Russia versus United States. I mean Trump actually brought the
- 9:27Speaker 2: people who actually ruled the United States. We're talking about
- 9:31Speaker 2: the oligarchs from Goldman Sachs to Blackstone to Massacre, Visa,
- 9:37Speaker 2: all the financial capital and the tech capital like Elon
- 9:41Speaker 2: Musk and CEO Nvidia, Jens and Huang. So these are
- 9:46Speaker 2: the people who really rule America. Whereas you know, in
- 9:51Speaker 2: Russia's case, you can see the Russian government is still
- 9:53Speaker 2: very much in control. He brought a lot of Russian
- 9:57Speaker 2: bureaucrats who came to ink deal with the Chinese counterparts.
- 10:02Speaker 2: And there's also a as I mentioned, there's a level
- 10:06Speaker 2: of difference in terms of preparation. The Trump's visit really
- 10:11Speaker 2: kind of last minute at HOC because this was a
- 10:14Speaker 2: visit that Trump himself very much desired. So he will
- 10:18Speaker 2: have a chance to be cast into spotlight without Epstein files,
- 10:23Speaker 2: without you brought that the mess in the straight or
- 10:26Speaker 2: home moves and we're as we're as. For Trump, this
- 10:30Speaker 2: is just a routine business trip for him and uh
- 10:34Speaker 2: she Pu shore up their their relationship and and especially
- 10:38Speaker 2: in today's environment, firstly solidify their cooperation because right now
- 10:43Speaker 2: Russia is doing very good business in the energy market
- 10:46Speaker 2: right now they are with the with a stop or
- 10:50Speaker 2: flow of oil and gas out of Persian gold. Russia,
- 10:53Speaker 2: uh is is you know, they're they're they're making they're
- 10:57Speaker 2: they're making bank and and they are one of the
- 11:00Speaker 2: largest producer of energy and commodity, and China is one
- 11:05Speaker 2: of the largest consumer of energy and commodity. So the
- 11:08Speaker 2: two countries have a naturally complementary interest and naturally complementary economies.
- 11:14Speaker 2: This is this is the part that a lot of
- 11:20Speaker 2: the American geopolitical observers seem not to understand. They seem
- 11:23Speaker 2: like they keep on talking about reverse kissingering, like splitting
- 11:27Speaker 2: Russia and China. What they didn't understand is even Kissinger
- 11:31Speaker 2: did not engineers the Sino Soviet split. Back then, the
- 11:34Speaker 2: Sino Silviet split happened first. Nixon and Kissinger just were
- 11:39Speaker 2: able to exploit this split to pio China away. But
- 11:43Speaker 2: today there's no reason for a Sino Russian split because
- 11:48Speaker 2: both sides had their own priorities. Russia's priority remains Ukraine,
- 11:52Speaker 2: China's priority remains Taiwan, and the two share a very
- 11:57Speaker 2: long international border. It's too the interest of both sides
- 12:01Speaker 2: to see the border remain peaceful, unstable, and on top
- 12:06Speaker 2: of that, they continue their energy cooperation. So there are
- 12:09Speaker 2: many reasons that ties Russia and China together, not just
- 12:14Speaker 2: opposition to the United States.
- 12:17Speaker 1: Fair enough. I don't know if you've heard of an individual,
- 12:22Speaker 1: a Chinese guy called Professor Jiang.
- 12:25Speaker 2: Yes, I have.
- 12:26Speaker 1: So he holds the theory that essentially what happened was
- 12:32Speaker 1: Trump and China are working secretly together on this AI
- 12:37Speaker 1: pallanteer surveillance date and to implement it onto the populace.
- 12:42Speaker 1: And actually Russia has been segregated and separated from this alliance,
- 12:48Speaker 1: and now Russia is going to have to align with Europe.
- 12:51Speaker 1: What do you say about the views of your countrymen.
- 12:54Speaker 2: Well, first of all, he's not my countryman. He is
- 12:58Speaker 2: a Canadian citizen. He immigrated to Canada when he was
- 13:02Speaker 2: eight years old. I mean I do have similar experience
- 13:05Speaker 2: like him, because I immigrated to United States when I
- 13:08Speaker 2: was thirteen. But you know, he's not my country mind,
- 13:11Speaker 2: he's Canadian. I have a US passport, We do have
- 13:15Speaker 2: both of the Chinese heritage. And his idea that somehow
- 13:21Speaker 2: US and China is working together on a I don't
- 13:24Speaker 2: find too much water in that because if you look
- 13:26Speaker 2: at the US chip sanction which started under the first
- 13:30Speaker 2: Trump administration, the whole reason for the US chip sanction
- 13:34Speaker 2: is USAI industry was afraid that they're going to be
- 13:38Speaker 2: surpassed by China, so they wanted to handicap the Chinese
- 13:41Speaker 2: AI industry by restrict their access to advanced AI chips.
- 13:47Speaker 2: That was the whole point. And if you look at
- 13:51Speaker 2: especially people FUM volunteers, these are the most anti China guys.
- 13:55Speaker 2: These are the guys who are sponsoring all these think
- 13:58Speaker 2: tanks printing all these articles why there should be a
- 14:02Speaker 2: semiconductor blockade against China. I don't think that has changed,
- 14:07Speaker 2: you know, like video is a little bit different in
- 14:10Speaker 2: video because they want to sell chips to China. They
- 14:13Speaker 2: just lost the Chinese market thanks to Trump's chip sanction.
- 14:18Speaker 2: They their their market share in China went from like
- 14:20Speaker 2: ninety percent to basically zero. Uh So they're trying to
- 14:25Speaker 2: call their way back into the Chinese market. But for
- 14:28Speaker 2: for people like Eric Schmidt, the x Google CEO, or
- 14:35Speaker 2: Peter Theo, uh, you know, the and all these Palatiner guys,
- 14:40Speaker 2: they're they're still very much ideologically committed to the competition
- 14:46Speaker 2: with China. You know, one of the reasons they you know,
- 14:50Speaker 2: they they're so anti China is because this is how
- 14:54Speaker 2: they justify the AI bubble. If you if you look
- 14:57Speaker 2: at how they justify why United States might must spend
- 15:01Speaker 2: hundreds of billions of dollars into this AI buondago is
- 15:05Speaker 2: they say, we must win this race against China. You know,
- 15:10Speaker 2: if we win, we can continue the American hegemony for
- 15:13Speaker 2: like another thousand years. You know, we will have we
- 15:17Speaker 2: will achieve AGI first, and you'll be over for the Chinese.
- 15:20Speaker 2: So the idea that somehow they're going to agree to
- 15:22Speaker 2: work together, I don't find that credible. What what they
- 15:26Speaker 2: did agree though, is a protocol. And this again, this
- 15:31Speaker 2: is just a very preliminary agreement on on AI development.
- 15:38Speaker 2: So what I mean is there's a concern that the
- 15:42Speaker 2: artificial intelligence development might get out of the hand, might
- 15:46Speaker 2: get out of hand, you know when when the thinking
- 15:48Speaker 2: machines UH turn seem to be controlling taking over the
- 15:54Speaker 2: human society, you know, like terminate Nator type of world.
- 15:57Speaker 2: So so this is actually a low hanging through for
- 16:01Speaker 2: US China cooperation. But basically say they both agree there
- 16:07Speaker 2: are limits, there should be limits to AI development. We
- 16:12Speaker 2: shouldn't go beyond a certain point where the AI development
- 16:15Speaker 2: will endanger humanity. So that's what they agree upon. But
- 16:19Speaker 2: again this is very broad term. This is one of
- 16:24Speaker 2: the top point that Trump and Chi Jinpin were raised
- 16:29Speaker 2: during their meeting, and and the meeting there's really agree
- 16:33Speaker 2: The real agreement is really the continual conversation, a dialogue
- 16:37Speaker 2: between these two two to keep each other a breast
- 16:40Speaker 2: of the AI development in each country and to the
- 16:45Speaker 2: goal with the goal to prevent some kind of freakish
- 16:48Speaker 2: AI takeover, unintended AI takeover of society, which I think
- 16:53Speaker 2: is a very it's an easy win for both sides.
- 16:56Speaker 2: I mean, every bit buddy can say we don't want
- 16:59Speaker 2: machine is to take over humans, right, but actually how
- 17:02Speaker 2: to implement that the details so say, okay, we should
- 17:12Speaker 2: put certain limitation around the AI development so we don't
- 17:16Speaker 2: end up with a terminator type of society. But this
- 17:21Speaker 2: is very early on, they're still talking. I don't think
- 17:25Speaker 2: there's any concrete agreement following from that. So but from
- 17:31Speaker 2: that go to like they are cooperating together with Volunteer,
- 17:35Speaker 2: I just don't buy that because Volunteer and the Chinese
- 17:38Speaker 2: AI companies they are competitors their rivals, and particularly the
- 17:45Speaker 2: AI model in the United States, they are mostly close
- 17:49Speaker 2: close model. The idea of the AI monopoly in the
- 17:55Speaker 2: United States is they're gonna right now grab the market
- 17:58Speaker 2: share and once every thing is AI base, they will
- 18:02Speaker 2: click a toe by charging everybody a lot of money
- 18:05Speaker 2: for using their AI product. But what the Chinese AI
- 18:09Speaker 2: company did, especially like deep Seek, is they're going for
- 18:13Speaker 2: the open source development and they're handing out things for free.
- 18:16Speaker 2: And that is breaking the that's breaking the business model
- 18:21Speaker 2: of US AI company, particularly company like sand Altman's Open
- 18:26Speaker 2: Ai and and that you know that fundamentally threatened the
- 18:31Speaker 2: AI bubble. People are going to ask questions, why do
- 18:34Speaker 2: you need five hundred billion dollars for Stargate project if
- 18:37Speaker 2: we can just go use the Chinese AI product for free?
- 18:41Speaker 2: You know what, what is?
- 18:44Speaker 1: What?
- 18:44Speaker 2: What what do? What benefit do you bring to the table,
- 18:46Speaker 2: And that's a that's a question they find very hard
- 18:49Speaker 2: to answer. So their answer is we're gonna cripple the
- 18:52Speaker 2: Chinese AI industry by restricting their access to the chips
- 18:57Speaker 2: and so so this fundamental difference, I don't think it's
- 19:00Speaker 2: easily resolvable. And this is why I don't see a
- 19:04Speaker 2: cooperation possible in near terms.
- 19:08Speaker 1: Yeah, I mean the Chinese is open source. But the
- 19:11Speaker 1: bit that I'm not too sure about in terms of
- 19:13Speaker 1: what you mentioned, is this cooperation about restrictions or measures
- 19:19Speaker 1: being put in place with AI. I doubt that's the
- 19:22Speaker 1: case with the Americans and the and the Westerners. And
- 19:25Speaker 1: the reason I say that is because part of the
- 19:28Speaker 1: reason they're going to say that you shouldn't have these
- 19:30Speaker 1: red tips, that you shouldn't have these stop gaps is
- 19:33Speaker 1: because what's worse China having control over the world or
- 19:38Speaker 1: we have in these stop gaps and measures. So I
- 19:40Speaker 1: actually think the opposite. I think they're gonna fight for
- 19:43Speaker 1: no regulations in AI in the US, and we're seeing
- 19:47Speaker 1: that now there's a number of legislation that's been put
- 19:49Speaker 1: in place. They're essentially ensure there's no regulation. And if
- 19:52Speaker 1: you remember, Elon Musk was talking about AI regulation a
- 19:55Speaker 1: few years ago and now he's not talking about it at all.
- 19:57Speaker 1: So I don't so I don't think they want that.
- 19:59Speaker 1: So if that discussion was happening, as per what you're saying,
- 20:02Speaker 1: I don't see the reason for unless they're just trying
- 20:04Speaker 1: to manipulate the Chinese.
- 20:07Speaker 2: It could be. I mean, like I said, this is
- 20:08Speaker 2: very preliminary, just agreement in principle. There's nothing. They haven't
- 20:14Speaker 2: laid any ground for actual, like concrete steps on how
- 20:17Speaker 2: they're going to implement their agreement. So I you know,
- 20:21Speaker 2: listen to their words, watch their.
- 20:22Speaker 1: Actions, no doubt. Guys, make sure you're liking this video.
- 20:27Speaker 1: If everyone could like it, that would be awesome. Now
- 20:30Speaker 1: coming back to the discussion in terms of China and Iran,
- 20:36Speaker 1: what's the Chinese perspective on the Iran War? Now? Many
- 20:40Speaker 1: view this as China taking a step back. Some view
- 20:43Speaker 1: it as China possibly forcing Iran into negotiations that are
- 20:48Speaker 1: not beneficial for Iran. Some view it as possibly the
- 20:52Speaker 1: Chinese wanting this water to continue because it weakens America.
- 20:56Speaker 1: What's your whole perspective on what's happening. Have the Chinese
- 20:59Speaker 1: perspective on the wall changed?
- 21:01Speaker 2: Well, Chinese perspective has always been there. Rather, there's no war.
- 21:06Speaker 2: You know, the thing that China hate most is instability,
- 21:12Speaker 2: and so it actually did not like the fact that
- 21:15Speaker 2: US and Israel started this illegal war of aggression against
- 21:19Speaker 2: Iran that disrupted the whole global economy. Now, China do
- 21:23Speaker 2: like to see a political settlement of the issue. That's
- 21:27Speaker 2: why China has been working together with Pakistan. But also
- 21:31Speaker 2: is I wrong on getting the peace talk going? But
- 21:37Speaker 2: whether that peace talk is gonna go, But China is
- 21:41Speaker 2: not going to press you wrong to agree to terms
- 21:46Speaker 2: advantageous to United States. They're two different things. China want
- 21:50Speaker 2: peace talk, but China did not want a peace talk
- 21:53Speaker 2: that result in a US victory in the Persian Gulf. Right,
- 21:57Speaker 2: these are two fundamentally different things. China has stated over
- 22:01Speaker 2: and over again. You know, it supports Uran's fight for
- 22:04Speaker 2: its own sovereignty because China is one of the one
- 22:08Speaker 2: of the major states right now that actually takes a
- 22:11Speaker 2: whole Westphelian idea of sovereignty seriously, and and and and
- 22:18Speaker 2: what China would like to do is to have a
- 22:22Speaker 2: permanent peace settlement. Same way. This is not that's different
- 22:26Speaker 2: from what Uran wants to do. Uron said they don't
- 22:29Speaker 2: want to cease fire. They want a peace settlement that
- 22:32Speaker 2: will prevent future attack against Iran ever happening again. And
- 22:38Speaker 2: to that end, Uran's demand is US withdraw pay reparations,
- 22:42Speaker 2: lift sanctions, and United States UH recognize Iran's control of
- 22:47Speaker 2: straight or Homus and enshrine that in UN resolution. Now,
- 22:52Speaker 2: those demands are going to be very hard to accept
- 22:55Speaker 2: for United States because by accepting them, US is basically
- 22:59Speaker 2: admitting complete defeat in West Asia. So this is why
- 23:03Speaker 2: we're seeing the situation of the long drawn out cease fire,
- 23:09Speaker 2: you know, on and off and the Blackade, because Trump
- 23:13Speaker 2: is playing a game of chicken visa v Iran. He's
- 23:17Speaker 2: hoping by him choking off Uran's own energy production and
- 23:22Speaker 2: an energy export, that he will force you wrong to
- 23:25Speaker 2: accept to agree to the terms that advantages to the
- 23:29Speaker 2: United States, which is Huron give up on its nuclear
- 23:33Speaker 2: uh enrichment, and which by the way, Yuran agreed to
- 23:39Speaker 2: back in the days before Trump's first term, and he
- 23:43Speaker 2: tore out that agreement himself. But I just don't see
- 23:52Speaker 2: I just don't see you wan, will I indeed a
- 23:55Speaker 2: guaranteed to their security for this for urund this is
- 23:58Speaker 2: an existential fight and for that kind of security guarantee
- 24:04Speaker 2: in these United States to get f out of West Asia,
- 24:09Speaker 2: and that again that means dismantling of the US empire
- 24:14Speaker 2: in the region. So we're likely going to see this
- 24:18Speaker 2: drag out longer than anybody expected, because I feel United
- 24:24Speaker 2: States hadn't really fell, hasn't truly felt the pain yet.
- 24:30Speaker 2: They haven't at least they hadn't felt enough pain to
- 24:32Speaker 2: conclude that they need to wrap this up because because
- 24:36Speaker 2: the time delay effect, you know, it takes twenty to
- 24:38Speaker 2: third fifty days for oil to travel from Persian Golf
- 24:42Speaker 2: to to like to United States are particularly to the
- 24:47Speaker 2: West coast of the United States. So the last shipment
- 24:50Speaker 2: of oil from Persian Golf that was that left the
- 24:55Speaker 2: Persian Golf before the war just arrived in port of
- 24:57Speaker 2: Los Angeles like a week ago. So the short hasn't
- 25:01Speaker 2: really settled in yet. So I think it's when the
- 25:04Speaker 2: two Panics that settle in that will force Trump's hand.
- 25:07Speaker 2: But probably Trump is still trying to you know, trying
- 25:11Speaker 2: to make it as last as long as possible.
- 25:14Speaker 1: Yeah, I mean I see a deal happening. I see
- 25:18Speaker 1: the fact that there could be a deal very unlikely,
- 25:21Speaker 1: and that's because of, as you said, the nuclear Richmond.
- 25:24Speaker 1: But I think nuclear enrichment could get a deal if
- 25:26Speaker 1: it wasn't for this Israel release. It's the strait of
- 25:28Speaker 1: Remoose issue that makes it a lot more complicated, but
- 25:31Speaker 1: a question to you. The Chinese obviously are the most
- 25:35Speaker 1: impacted by the straight of Remoose closing.
- 25:37Speaker 2: Now.
- 25:37Speaker 1: I know that they had about thirty vessels come out
- 25:40Speaker 1: last week, and there has been a number of vessels
- 25:43Speaker 1: that have come out over even though the strait was closed.
- 25:46Speaker 1: But that being said, it's nowhere near the number that
- 25:48Speaker 1: it used to be. What's the Chinese situation. I know
- 25:51Speaker 1: they have a reserve of sixty days, but it's gonna
- 25:54Speaker 1: bit risky for the Chinese. What's your thoughts.
- 25:57Speaker 2: Well, in the short term, China will be okay because
- 26:00Speaker 2: there's still one hundred and fifty five million barrels of
- 26:03Speaker 2: Uranian oil that's currently in South China Sea sitting in
- 26:07Speaker 2: tankers in South China Sea that haven't even arrived in
- 26:10Speaker 2: ports in China yet, So that that that that that
- 26:13Speaker 2: will buffer China's energy needs for a while. And again,
- 26:18Speaker 2: like I said, China have is an electrical state. It
- 26:23Speaker 2: did a great job of electrification of its economy, so
- 26:27Speaker 2: it's less reliant on hydrocarbons as before. But obviously the
- 26:35Speaker 2: longer this drags on, the more problem you will be
- 26:39Speaker 2: for the Chinese economy. So obviously China have interest to
- 26:43Speaker 2: see this issue resolved as soon as possible, as do
- 26:46Speaker 2: everybody around the world. Actually, because right now we are
- 26:51Speaker 2: literally the last window of spring planting season right now,
- 26:56Speaker 2: like it's almost summer, and farmer, like I say, farmers
- 27:00Speaker 2: don't get their fertilizer and put their crops in the ground,
- 27:03Speaker 2: we're going to have shortages end of the year, and
- 27:07Speaker 2: which looks increasingly likely at this point. And and and
- 27:12Speaker 2: when you have food shortages, that's that's uh, that that
- 27:16Speaker 2: that's pretty big. That's that's gonna that's gonna have instability
- 27:19Speaker 2: all around the world, not just the West Asia.
- 27:22Speaker 1: I was speaking to Larry Johnson yesterday and one of
- 27:25Speaker 1: the things we discussed was that when could the war restart?
- 27:30Speaker 1: And the issue you have is, first of all, it's
- 27:34Speaker 1: hatch in the South Arabia, and so the Saudis are
- 27:37Speaker 1: very much averse to war happening because they have millions
- 27:40Speaker 1: of pilgrim pilgrims who come to South Arabia. In addition
- 27:44Speaker 1: to that, in the United States of America, from June
- 27:48Speaker 1: the eleventh, that is the FIFA World Cup, which is
- 27:51Speaker 1: probably the biggest sporting event in the world, and the
- 27:55Speaker 1: final is watched by is the most watched sporting event
- 27:59Speaker 1: in the world, and Trump has really pushed the World Cup,
- 28:02Speaker 1: if you remember, they gave him the trophy and various
- 28:04Speaker 1: other things. So looking at this, would Trump restart the
- 28:08Speaker 1: war during any of that time and then be if
- 28:12Speaker 1: he wouldn't, does that not mean that there's going to
- 28:13Speaker 1: be even more DELAIUS?
- 28:15Speaker 2: Well, I think the only incentive for US to restart
- 28:20Speaker 2: the war at this point is if Trump thinks that's
- 28:24Speaker 2: that gave him a realistic chance to end the war,
- 28:27Speaker 2: to end the war resolving to US satisfaction. But I
- 28:31Speaker 2: just don't see that happened. I mean, US does not
- 28:33Speaker 2: have the capability to reopen this rat or hormones. If
- 28:38Speaker 2: anyone that can reopen this raal hormones, it's Iran. If
- 28:46Speaker 2: US could reopen this RAI hormone, it's because they can
- 28:50Speaker 2: and and so they don't really have any good options
- 28:53Speaker 2: in that regard, So I don't. I think it's more
- 28:58Speaker 2: likely that Trump will continue to issue threats and then
- 29:02Speaker 2: back off at the last moment, just like he has
- 29:04Speaker 2: done in the past few weeks, because US really do
- 29:08Speaker 2: not have any good options. But what he's trying to
- 29:11Speaker 2: do is he's trying to delay the inevitable. He's trying
- 29:14Speaker 2: to he's trying to delay the US admission to its
- 29:20Speaker 2: own defeat in the Persian Gulf. But I it's yeah,
- 29:26Speaker 2: I mean it's Uh. He's hoping that Iran Irani economy
- 29:30Speaker 2: will collap first, uh, in the face of US block
- 29:34Speaker 2: But I just don't think that will happen because you
- 29:37Speaker 2: Irq has been under sanctioned for decades.
- 29:41Speaker 1: Uh.
- 29:41Speaker 2: You know, they know how to make do with less,
- 29:45Speaker 2: whereas Americans, you know, the Americans that haven't really lived
- 29:49Speaker 2: through real shortages and and it's going to be a
- 29:52Speaker 2: lot harder for the Americans to adjust to the new reality.
- 29:57Speaker 1: Yeah, that's the concern. But then we'll go. But feel
- 30:01Speaker 1: like we're just basically at the same point because you're
- 30:03Speaker 1: in basically a situation where there's negotiations. We both agree
- 30:07Speaker 1: that a deal is very difficult. We both agree that
- 30:11Speaker 1: getting connect Kinnectic won't benefit the situation. The only all
- 30:15Speaker 1: the option is that Trump essentially bends the knee and
- 30:18Speaker 1: agrees to Iran's demands. But then he won't do that
- 30:21Speaker 1: as well. So in reality, what's going to happen The
- 30:24Speaker 1: straighter Men's closed but the straighter men's closed, isn't the
- 30:27Speaker 1: Chinese going to be most effective.
- 30:30Speaker 2: Chinese? China will not be the most affected or China
- 30:34Speaker 2: will act effect. China will be affected, China will be
- 30:38Speaker 2: not as affected by everyone else around the world, you know,
- 30:44Speaker 2: especially US allies like Japan, Korea, Taiwan, Philippines, even India,
- 30:52Speaker 2: and so so every everybody will hurt. Everybody will hurt,
- 30:56Speaker 2: but they will not be hurt equally. And and China
- 30:59Speaker 2: will definitely not be the most affected. But of course
- 31:02Speaker 2: China will be impacted as well, because you know, China
- 31:05Speaker 2: do consume a lot of energy. They're gonna have to
- 31:08Speaker 2: They're gonna have to accelerate, which they likely will do,
- 31:12Speaker 2: accelerate their current program pushing for further electrification. And but
- 31:19Speaker 2: but there are just certain products you can really replace
- 31:22Speaker 2: oil right now, that's chemical fertilizers and jet fuel everything else.
- 31:29Speaker 2: You know, they can carry on evs or electric trucks
- 31:34Speaker 2: or or high speed trains. But yeah, there will be
- 31:40Speaker 2: I think we're hitting into the world, Sulaman, We're hitting
- 31:43Speaker 2: into a world that's gonna be reminiscence of the oil
- 31:48Speaker 2: shock of nineteen seventies, and it was probably much bigger
- 31:52Speaker 2: impact because you know, people forget the oil shock. Actually
- 31:57Speaker 2: the Opec oil in Bargo actually didn't last that long,
- 32:03Speaker 2: but you had a profound impact of realigning economies. We
- 32:08Speaker 2: are we're just witnessing the beginning of that right now.
- 32:11Speaker 2: This will be have a major push for adoption of
- 32:16Speaker 2: solar and evs, and China can't benefit from that because
- 32:21Speaker 2: you know, Chinese is the largest producer of evs and solar. Yeah.
- 32:26Speaker 1: Yeah, and now another question I have for you is
- 32:30Speaker 1: just moving the conversation slightly, is Russia. Russia you mentioned
- 32:34Speaker 1: is benefiting quite a lot from energy, but Russia has
- 32:38Speaker 1: a problem where it's still in law and is being
- 32:41Speaker 1: hit quite deep, and a lot of the Russian refineries
- 32:43Speaker 1: are being hit as well. How are the Russians able
- 32:46Speaker 1: to deal with the situation.
- 32:47Speaker 2: Well, I think, you know, apparently certain veal coordination attacking
- 32:55Speaker 2: Russian refinery because somebody do not want Russia to benefit
- 32:59Speaker 2: too much from this current crisis in the strat or
- 33:02Speaker 2: homus uh, that's why they're specifically targeting Russian refinery. You know,
- 33:08Speaker 2: like ostensiblelice is done by Ukrainians, but you know, Ukrainian
- 33:11Speaker 2: receive a lot of help from NATO and the United States.
- 33:16Speaker 2: And but I think overall Russia will be fine because
- 33:20Speaker 2: they they still sit on top of abundant natural resources,
- 33:25Speaker 2: and in a in a couple of months, in a
- 33:28Speaker 2: couple of months, the Arctic route will open up, the
- 33:32Speaker 2: ice cap will melt in the Arctic, and so the
- 33:35Speaker 2: Russian then will be able to transport their oil via
- 33:39Speaker 2: the Arctic route, which is less shorter than actually going
- 33:43Speaker 2: through uh, you know, the reds going through the Swiss
- 33:46Speaker 2: Canal and Red Sea and cross the Indian Ocean, et cetera. So, uh,
- 33:52Speaker 2: in the long term, you know, Russia will be fine.
- 33:55Speaker 2: It does need to deal with some problem in the
- 33:58Speaker 2: short term, like you said, like the tax sabotage and
- 34:01Speaker 2: tax on its refinery, but I think you know, it's
- 34:04Speaker 2: not it's a it's a nuisance, but it's not existential
- 34:09Speaker 2: for the Russian economy.
- 34:11Speaker 1: What's your thoughts on this theory that actually what the
- 34:14Speaker 1: United States of America are doing on the Straight her
- 34:16Speaker 1: Moose is actually benefiting the US. And what they've done
- 34:19Speaker 1: is they've basically taken out a number of energy supplies.
- 34:23Speaker 1: They've taken off the Gulfs their supplies. It's basically Reggie
- 34:26Speaker 1: Madhest kind of proposed this theory. He was on our
- 34:29Speaker 1: show last week.
- 34:31Speaker 2: It it it benefit Well, when when we say benefit
- 34:35Speaker 2: United States, we're taught we need to ask it benefits
- 34:40Speaker 2: who in the United States. It benefits a big oil
- 34:43Speaker 2: majors in US, for sure.
- 34:45Speaker 1: Uh.
- 34:45Speaker 2: You know, Shell just reported their first quarterly earling. They
- 34:50Speaker 2: double their profit from the last quarter and that's only
- 34:54Speaker 2: from January to March, so their next quarterly early report
- 34:58Speaker 2: is going to be more gambusters. But everybody, including Americans,
- 35:05Speaker 2: are paying the price for their record profit because it's
- 35:10Speaker 2: it's it's an average consumer that's paying paying the price.
- 35:14Speaker 2: And this is why the American farmers they can't afford
- 35:17Speaker 2: the increasing diesel price or the fertilizer price. Seventy percent
- 35:20Speaker 2: of the American farmers in fact, that they can't afford
- 35:23Speaker 2: the price increase, and the farm bankruptcy in the United
- 35:27Speaker 2: States increase forty five percent. You know over the last month.
- 35:30Speaker 2: This is not going to benefit average people in the
- 35:33Speaker 2: United States. You won't benefit Twump's main founders, which is
- 35:38Speaker 2: a big oil companies. Yes, does it benefit Americans American
- 35:42Speaker 2: economy as a whole. No, And even you know, you
- 35:46Speaker 2: know America. Even America is going to experience shortages because
- 35:52Speaker 2: United States is a net oil importer. I have to
- 35:57Speaker 2: emphasize that. I can't emphasize that enough. US export about
- 36:02Speaker 2: three million barrels of oil per day. It imports six
- 36:06Speaker 2: million barrels of oil. So it's a net oil importer.
- 36:12Speaker 2: It imports three million barrels of oil per day net.
- 36:18Speaker 2: So this does impact United States. It's just impact United
- 36:21Speaker 2: States a little bit less than say, other countries. But
- 36:27Speaker 2: US consumers will equally pay the bill.
- 36:31Speaker 1: What's your thoughts on this idea? That actually less so oil?
- 36:34Speaker 1: But basically the US wants to take over the entire
- 36:37Speaker 1: basically wants to take over the LNG market, as in
- 36:41Speaker 1: make sure all things run through them.
- 36:44Speaker 2: Okay, So US do produce a lot of gas, so,
- 36:47Speaker 2: unlike the oil, US is a net gas producer. And
- 36:52Speaker 2: right now Europe basically was forced to buy expensive American LNG.
- 36:57Speaker 2: So is India and Japan and and and pretty much
- 37:02Speaker 2: anyone who still wants natural gas. And and this is uh,
- 37:07Speaker 2: this does benefit greatly for again for American big oil
- 37:12Speaker 2: and gas companies. UH, who are the ones who are
- 37:15Speaker 2: funding Trump? So that in that regard, yes, it's working
- 37:20Speaker 2: according to the plan. But over but overall, it still
- 37:27Speaker 2: impacts United States because he even right now, the natural
- 37:31Speaker 2: gas price is because the natural gas is a globally
- 37:35Speaker 2: traded commodity. Right when United States export those l n
- 37:40Speaker 2: g's to to the other parts of the world a
- 37:42Speaker 2: higher price, you also also increase the price domestically, you know.
- 37:47Speaker 2: So so like a lot of the for example, let's
- 37:51Speaker 2: talk about AI, you know, because that's one of the
- 37:53Speaker 2: biggest growth markets of the growth sector of the US economy.
- 37:57Speaker 2: If you take away all the investment into AI they centers,
- 38:00Speaker 2: the US economy is not growing, it's it's in fact
- 38:03Speaker 2: in recession. So the AI to power those AI data centers,
- 38:08Speaker 2: you need energy, and US electric grid simply is not
- 38:14Speaker 2: enough to sufficient to support all these uh all these
- 38:18Speaker 2: UH data center coming online. So what a lot of
- 38:22Speaker 2: the company are trying to do. They're trying to build
- 38:24Speaker 2: their own gas turbine generators, which is power again by
- 38:28Speaker 2: natural gas. Well, guess what, the natural gas prices went
- 38:32Speaker 2: straight up, and so those that's gonna eat into their
- 38:38Speaker 2: bottom line again on their their whole planful AI expansion,
- 38:43Speaker 2: because it's gonna raise it because ultimately AI is based
- 38:47Speaker 2: on energy. It's a very energy intensive business. And what
- 38:52Speaker 2: US action is just raised the price the price level
- 38:57Speaker 2: energy sky high. And and it's just it actually makes
- 39:01Speaker 2: the whole AI bubble even more unsustainable. So I you
- 39:05Speaker 2: know this is this is not good for the long
- 39:07Speaker 2: term development for the United States, but it is good
- 39:10Speaker 2: for the big oil company in the short term. Yeah.
- 39:14Speaker 1: Yeah, Now another question I've got for you rapping up
- 39:17Speaker 1: soon is at the where do you think things go
- 39:21Speaker 1: with the Iran Wall? Do you think it's just a
- 39:23Speaker 1: stagnated conflict now of rosen conflict or do you think
- 39:26Speaker 1: something happens Where do you think it goes?
- 39:29Speaker 2: I think this will part likely drag out more than
- 39:31Speaker 2: anyone expect, because I, like I said, it's very hard
- 39:38Speaker 2: pill for US to swallow, to admit to its own
- 39:41Speaker 2: defeat or to to accept the collapse of US imperial
- 39:45Speaker 2: system in West Asia. And you will only happen when
- 39:50Speaker 2: United States have suffered the consequences, when when the Americans
- 39:54Speaker 2: have felt the real pain from from their action. That
- 39:57Speaker 2: hasn't happened yet, but I expect maybe in the course
- 40:02Speaker 2: of next few months that will happen. But that means
- 40:06Speaker 2: we are going to have food shortages at the end
- 40:08Speaker 2: of the year, and which is going to lead to
- 40:11Speaker 2: a host of other problems. So I think I think
- 40:15Speaker 2: that the crisis is already baked in at this point.
- 40:21Speaker 2: Maybe maybe you run, crisis will be resolved then, but
- 40:25Speaker 2: you will be too late for this war.
- 40:28Speaker 1: That's the issue, right, because the longer the straight remains closed,
- 40:32Speaker 1: the worse it's going to be for many of the
- 40:33Speaker 1: countries that you mentioned, right, and more so American allies.
- 40:38Speaker 1: How do they deal with the situation because the longer
- 40:41Speaker 1: the straight remains closed, they're getting harmed. So like someone
- 40:44Speaker 1: like Japan and fasiatically, I know Japan's always at an
- 40:47Speaker 1: issue with China, but do you think they would maybe
- 40:50Speaker 1: start rethinking or realigning the deals and commitments or do
- 40:53Speaker 1: you think they're going to have to take it?
- 40:55Speaker 2: Well, you know, there's two ways of thinking about it.
- 40:59Speaker 2: One is the American client states have been hopelessly captured.
- 41:05Speaker 2: You know, I look look at Europe, the European leaders
- 41:07Speaker 2: that have been like stabbing themselves to police Washington. You know,
- 41:13Speaker 2: like they their their economies has already been hollowed out
- 41:16Speaker 2: by cutting off their access to cheap Russian energy. And
- 41:20Speaker 2: this whole horror Mooz crisis obviously only made it much
- 41:24Speaker 2: much worse. And so far you you're very little Europe
- 41:33Speaker 2: from you, you you just hear nothing but just stand
- 41:38Speaker 2: solidarity with Washington all the way. And that's that's Europe.
- 41:43Speaker 2: But in case of East Asia is a little bit
- 41:47Speaker 2: different because now all these countries like South Korea, Japan
- 41:52Speaker 2: and even and the Philippines, they can't see what happened
- 41:56Speaker 2: to the GCC countries in the in the Gulf. This
- 42:00Speaker 2: GCC country are supposed to be protected on their American umbrella,
- 42:03Speaker 2: yet they're getting devastated and with all the US bases destroyed,
- 42:08Speaker 2: they realized if a war were to break out between
- 42:11Speaker 2: US and China, they will not be protected, their basis
- 42:14Speaker 2: will be destroyed. And that brings a big question to
- 42:19Speaker 2: what is a value proposition then of being a US
- 42:26Speaker 2: vasco states. You know, if you're not getting the protection,
- 42:29Speaker 2: then what's the point. So I think I bet there
- 42:32Speaker 2: is a lot of rethinking right now. I mean, Korea
- 42:36Speaker 2: was all was its always kind of like on the CUSP.
- 42:40Speaker 2: They the current leadership of Korea, they're a lot more
- 42:44Speaker 2: amenable to make peace with both China and North Korea
- 42:48Speaker 2: uh than the pre previous administration. Japan is kind of
- 42:52Speaker 2: the odd one out because they really dug into their
- 42:55Speaker 2: hill and they thought they saw this was an opportunity
- 42:58Speaker 2: actually to remilitary arise. They thought, Okay, if America can't
- 43:03Speaker 2: do this, maybe this will allow us to ditch our
- 43:06Speaker 2: peacetime constitution which was imposed by the United States after
- 43:09Speaker 2: the war, to allow us to grow the your Japanese
- 43:13Speaker 2: military again. So, yeah, we live in interesting time, Sulerman.
- 43:21Speaker 1: We do live in interesting times. And I guess the
- 43:23Speaker 1: question mark becomes how bad this gets?
- 43:26Speaker 2: Now?
- 43:26Speaker 1: I know that it's the last question, but it's one
- 43:28Speaker 1: more question to you. Is we spoke about the Gold States,
- 43:32Speaker 1: you spoke about American allies. Where does this leave, for example,
- 43:38Speaker 1: Chinese impacting the Gold States? And what I mean by
- 43:43Speaker 1: that is this. So I spoke to CIA Larry Johnson,
- 43:47Speaker 1: and he has an inside source in intelligence who basically
- 43:52Speaker 1: told him that actually, the Golf States are moving away
- 43:56Speaker 1: from the United States of America. They feel like the
- 43:58Speaker 1: Golf the US can help them anymore. And there is
- 44:02Speaker 1: some kind of secret, less secret, but some kind of
- 44:06Speaker 1: pact going on between China, Pakistan, the Gulf States and
- 44:12Speaker 1: Turkey where China there's this economic deals and we're Pakistan.
- 44:17Speaker 1: It's the defense deal, and this is a way of
- 44:21Speaker 1: squeezing the United States of America out. I'm always I
- 44:26Speaker 1: told Larry this, like it makes sense logically, but I
- 44:29Speaker 1: always have question marks about this because of the entrenched
- 44:33Speaker 1: intelligence control over that region. For example, if NBS had
- 44:37Speaker 1: the audacity, the temerity to move away from the United
- 44:41Speaker 1: States of America, NBS knows there's a very good chance
- 44:45Speaker 1: he would get the King Fessel treatment. And so what
- 44:48Speaker 1: do you think about that kind of thesis or perspective.
- 44:51Speaker 2: Actually, I think quite quite plausible. China would never militarily
- 44:56Speaker 2: step in in that region. Just one is China lacks
- 45:02Speaker 2: of power projection and to China is not willing to
- 45:06Speaker 2: be a global policeman. But Pakistan played an interesting role
- 45:10Speaker 2: because Pakistan has a very good relationship with the GCC
- 45:13Speaker 2: countries and Saudi Arabian Pakistan actually do have a defense treaty.
- 45:18Speaker 2: And Pakistan also happened to have a very solid relationship
- 45:24Speaker 2: with China. You know, of all the countries, Pakistan publy
- 45:28Speaker 2: has the closest relationship with China. You know, like the
- 45:31Speaker 2: easiest way to tell out is look at what weapons
- 45:35Speaker 2: they use. Pakistan military used like eighty percent of the
- 45:38Speaker 2: Chinese weapon platform and like they they're they're likely to
- 45:42Speaker 2: get the next generation Chinese stealth fighter when it's available.
- 45:51Speaker 2: So so in that way, Pakistan can be a conduid
- 45:56Speaker 2: for China to work with the GCC. And this is
- 46:01Speaker 2: kind of the role. You also see the Pakistan play
- 46:03Speaker 2: out doing the negotiations, you know, because Pakistan has good
- 46:10Speaker 2: relationship with GCC, with United States and with China. That's
- 46:14Speaker 2: why they're the ones who are approaching you wrong to
- 46:16Speaker 2: proposing a having a peace talk in Pakistan. So so
- 46:21Speaker 2: in this way, I think I think it's that's that's
- 46:23Speaker 2: a very plausible. But again this everybody right now probably
- 46:29Speaker 2: just testing water. It's nothing is like written in stone yet.
- 46:35Speaker 2: But even the fact that testing the water speaks, uh,
- 46:40Speaker 2: it speaks volumes because this would not be imaginable before
- 46:45Speaker 2: the war started. Now I think now now they're especially
- 46:49Speaker 2: GCC country right now, they're exploring options and for them,
- 46:53Speaker 2: this is also their leverage when they deal with United States.
- 46:57Speaker 2: Is this Saudi traditionally played that game, you know, when
- 47:00Speaker 2: they repeatedly said that they are considering pricing uh, their
- 47:05Speaker 2: oil in Chinese Yuan, for example. This is their way
- 47:09Speaker 2: of telling United States, hey, we have alternatives. You know,
- 47:12Speaker 2: if you don't give us what we want for in
- 47:16Speaker 2: our relationship, there are people we can turn to. So
- 47:20Speaker 2: so this is not just like a one way street.
- 47:23Speaker 2: You know, everybody is playing a game of balance. So
- 47:27Speaker 2: I think what Larry described is quite plausible, but I
- 47:31Speaker 2: think it's at a very early stage of discussion. You know,
- 47:35Speaker 2: we probably won't see any concrete without many many month
- 47:42Speaker 2: of now.
- 47:44Speaker 1: Let's see Caw. Thank you so much, so much for
- 47:46Speaker 1: joining us. Always appreciate you coming on. You are the
- 47:50Speaker 1: host of this Silk and Steel podcast. I believe people
- 47:52Speaker 1: can find that podcast on YouTube and Patreon, right, that's correct,
- 47:58Speaker 1: And in Patreon you give that like a detail history
- 48:00Speaker 1: of Chinese history.
- 48:03Speaker 2: I do a year by year breakdown, and currently I'm
- 48:06Speaker 2: at the two ten BC, right around the death of
- 48:09Speaker 2: the first Emperor, so I have another two thousand years
- 48:11Speaker 2: to go.
- 48:12Speaker 1: How much have you done?
- 48:13Speaker 2: Really well, I already done like almost two thousand years.
- 48:17Speaker 2: You know, I'm a two hundred and ten BC right now.
- 48:20Speaker 2: So but but the history will get increasingly dense as
- 48:24Speaker 2: we move closer and closer to the modern time because
- 48:28Speaker 2: there will be more records, more documents. So right now
- 48:31Speaker 2: I'm taking my time. I'm covering almost year by year,
- 48:35Speaker 2: and because I intend this to be a long term project,
- 48:38Speaker 2: you know, I have plenty of time.
- 48:40Speaker 1: Nice. Nice, So everyone should be checking you out and
- 48:42Speaker 1: watching you on that. Appreciate you taking your time out
- 48:44Speaker 1: of John is always appreciate.
- 48:45Speaker 2: You always my y.
- 48:49Speaker 1: Thank you. That was kls on. Make sure you're following
- 48:51Speaker 1: him on x. Make sure you're following his substack, and
- 48:56Speaker 1: make sure you're following his YouTube and his Patreon. Great guy,
- 49:02Speaker 1: great conversation. Make sure you like this video. We haven't
- 49:04Speaker 1: got enough likes on get the likes up. Make sure
- 49:08Speaker 1: you like this video. Make sure you comment in the
- 49:11Speaker 1: main section, just to let you know what the plan
- 49:13Speaker 1: is tomorrow. We have a number of great guests coming on.
- 49:16Speaker 1: We've got the We did have Anthony Aguilaire coming on today,
- 49:20Speaker 1: but we're gonna switch him to tomorrow because he did
- 49:22Speaker 1: have some he did say to me or he's traveling
- 49:25Speaker 1: and they could be fifty to fifty, so he's gonna
- 49:27Speaker 1: be tomorrow instead. So tomorrow. Let me just give you
- 49:30Speaker 1: the lineup for tomorrow. We've got a really good lineup tomorrow.
- 49:32Speaker 1: We've got Laith Maroof, we have Professor Gibbs, and then
- 49:43Speaker 1: also we have Ryan Dawson coming on tomorrow, so that's
- 49:48Speaker 1: gonna be a great set of interviews. We're not Ryan
- 49:52Speaker 1: on for about a week I think, or maybe six
- 49:54Speaker 1: seven days, so it's gonna be great to have him on.
- 49:59Speaker 1: So just so you're aware of that. So just to
- 50:01Speaker 1: let you know, the Anthony Aguiallet interview has shifted to
- 50:05Speaker 1: tomorrow instead. So let me just quickly post this to
- 50:09Speaker 1: you guys. You see what the plan is. Here we go, yeah,
- 50:20Speaker 1: here we go. Yeah, and look the it was surprising
- 50:25Speaker 1: because just to give you guys a quick update of
- 50:28Speaker 1: what happened, there was a deal that was this seemed
- 50:33Speaker 1: like there was a parameters of a deal between Iran
- 50:37Speaker 1: and the United States of America to the extent where
- 50:42Speaker 1: we had a scenario what do you call it again,
- 50:48Speaker 1: where Field Marshal Assimmnia was going to travel to Tehran
- 50:54Speaker 1: for that deal. And what happened was in the last
- 50:58Speaker 1: hours and the Iranians were expecting him to come. This
- 51:01Speaker 1: was well known that he was going to come. It
- 51:03Speaker 1: was for the negotiations. It was for the deal, and
- 51:06Speaker 1: so despite the fact that they thought that he's gonna
- 51:09Speaker 1: come and the feeling of the view was of people
- 51:12Speaker 1: that they were going to announce the parameters of the
- 51:15Speaker 1: pre stage deal. If you watch our interview with Dimitri Lascars,
- 51:19Speaker 1: we talked about the deal, we talked about the specifics
- 51:22Speaker 1: of the deal and what it contained. But then in
- 51:26Speaker 1: the last minute, that flight was canceled and Assimonir did
- 51:33Speaker 1: not turn up to Tehran, which means that either the
- 51:39Speaker 1: negotiations failed or the negotiations were agreed and then they
- 51:44Speaker 1: were pulled back on whatever it may be. That decision
- 51:48Speaker 1: to cancel the flight demonstrate that the deal was no
- 51:53Speaker 1: longer existing. Now the question mark becomes the fact that
- 51:58Speaker 1: the deal failed. What does that mean? Does that mean
- 52:00Speaker 1: that there's gonna be more negotiations? Does it mean do
- 52:12Speaker 1: you think there's gonna be more negotiations. If there's be
- 52:14Speaker 1: more deals, we'll speak about all of those things. I
- 52:17Speaker 1: keep it distracted by the chat because this is why
- 52:19Speaker 1: I have to check who the mods are, because they
- 52:21Speaker 1: just repeat the same thing. So coming back to it,
- 52:25Speaker 1: so the question mark becomes what are the negotiations going
- 52:28Speaker 1: to be? What is the deal gonna be. We're gonna
- 52:31Speaker 1: be and and that's really important because the point is this,
- 52:35Speaker 1: we believe that the deal is so far apart, the
- 52:37Speaker 1: negotiations are so far apart that and what the both
- 52:41Speaker 1: sides want are so far apart that there won't be
- 52:43Speaker 1: no deal. But the problem is, we had more reports
- 52:46Speaker 1: today from the Wall Street Journal Washington Post that the
- 52:48Speaker 1: US is completely out of uh. They've basically used a
- 52:52Speaker 1: large amount of their defense interceptor missiles and they really
- 52:56Speaker 1: are not and they've basically it's very difficult for them
- 52:59Speaker 1: to replenish. And so for that reason, the question mark
- 53:04Speaker 1: becomes Normally, ordinarily the US would become a kinnect but
- 53:07Speaker 1: they can't do so. So this is kind of the
- 53:08Speaker 1: complexity of what's going on. This is what we're trying
- 53:10Speaker 1: to read out with a lot of these guests. Okay, guys,
- 53:14Speaker 1: make sure you subscribe to this channel, make sure you
- 53:17Speaker 1: like this video, make sure you share this video. Comment
- 53:22Speaker 1: in the main section, like comment and subscribe. We'll see
- 53:26Speaker 1: you tomorrow three pm Eastern. We have Leth Maroof on first.
- 53:32Speaker 1: Appreciate you guys joining in, appreciate you guys listening, or
- 53:36Speaker 1: just before go sorry, there's a tweet in the comments.
- 53:39Speaker 1: Everyone come across there. We're watching that video that is
- 53:42Speaker 1: of Peppe Escabar and he talks about how Bricks is
- 53:46Speaker 1: in a coma. We're all gonna be there watching that,
- 53:49Speaker 1: So everyone come across to that link bricks is in
- 53:52Speaker 1: a coma. The tweet is pinned. Sorry they're not the tweet.
- 53:55Speaker 1: The comment is pinned, So come across. I appreciate you
- 53:58Speaker 1: guys joining in. I appreciate you guys listening. I'm for
- 54:02Speaker 1: sure we'll see you next time.