Latest / Uncomfortable Conversations with Josh Szeps / Josh vs the News: Blockade Games, Orban Ousted, & Elon Notices Australia
Transcript
- 0:00Get a humans, here we are.
- 0:06Talking about Iran again, I thought we'd won this, I thought Trump, I thought Taco had
- 0:11done it.
- 0:12Last time I spoke last week, Trump was always chickening out again, and we were so relieved,
- 0:18we named the live stream, Trump always chickens out, thank F, word.
- 0:26And we were feeling like, you know, he didn't know what he was doing necessarily.
- 0:30And then he said that he's going to raise a great civilization and raise them to the
- 0:35ground, and the civilization will end tonight.
- 0:38And he said, I'm going to take on all their, I'm going to take out their bridges, and
- 0:41I take out their power plants, and I'm going to take out every last man, woman and child,
- 0:46and they're all going to die.
- 0:47It's going to be horrendous.
- 0:50And then it seemed like the Iranian sort of blinked, and I was saying thank goodness for
- 0:54the Pakistanis, for bringing the Iranians together and going, okay, let's just have a
- 0:58two week ceasefire, we're going to open the straits, everyone can breathe a sigh of relief,
- 1:03we're going to get our, get a oil out again, get the oil flowing, get some relief at the
- 1:08pump.
- 1:09And then after two weeks, what I thought, what many people thought was, well, Taco, Trump,
- 1:17he's going to take the opportunity to just declare war, declare victory and walk away.
- 1:22He's not going to want the war to go on for any longer, because he knows that there's
- 1:25no strategic endgame here, and he's sort of, he's deployed all of his tactical wins up
- 1:31at the very start.
- 1:32See what you want to do, if you're, let me give you a little, a little lesson in military,
- 1:36in military strategy here.
- 1:38And the difference between strategy and tactic is a tactic is, we're going to take out
- 1:42the leadership, we're going to blow up their new clear sides, we're going to take out their
- 1:46ballistic missiles, we're going to kill, you know, the, all the senior military guys,
- 1:52that's all great tactically, we're going to own the skies over Iran.
- 1:57And they did that very quickly, and then they go, so what's the strategic goal?
- 2:01What are we actually doing?
- 2:02What's the purpose of this?
- 2:03What do we get out of it?
- 2:05And then it was a little bit more ambiguous, because if Iran is saying that they're going
- 2:10to put in a toll booth on the, the Strait of Hormuz, and to come wield us to appreciate
- 2:15for a moment, ladies and general persons, how, how pleasant it is that we live in an
- 2:20era where everyone gets to say the word, Hormuz, so frequently, Hormuz.
- 2:26And so they go, well, you know, so if the Iranians are going to still have the capacity
- 2:31to put a toll booth on the Strait of Hormuz, and interrupt free shipping in that international
- 2:37laneway, and if they still have the capacity to send drones over to blow up oil refineries
- 2:44in golf states, and if they still have the capacity to fire a missile, it goes through
- 2:48the window of a five-star resort into buy, then what exactly do we get out of it strategically
- 2:57that we couldn't have gotten through diplomacy?
- 3:00But I thought the good thing is, you know, Trump likes superficial wins.
- 3:05He likes, you know, no one's ever accused him of being a deep strategic thinker.
- 3:10He likes putting his name in gold on top of things.
- 3:13So maybe if he can put his name in gold metaphorically on top of an Iranian war win, and he can
- 3:18just say, well, at the end of the two weeks, the Straits are open, and, you know, we had
- 3:23the best war ever in the history of wars, and now we can go home, then maybe that would
- 3:29be enough.
- 3:31But he just can't help himself.
- 3:36Now there's a blockade, and so yes, Elamita is some military strategic lessons for us.
- 3:43This is put on your thinking caps, put on your class is now in session, the class of
- 3:49Dr. Zeps.
- 3:51When you're running a strategically wise campaign, you want to start with incremental
- 3:58threats, and you want to keep some gum powder in the back of your arrow quither.
- 4:03Is that the analogy?
- 4:05I think that's the analogy.
- 4:06You want to keep some gum powder dry in your bow and arrow thing.
- 4:11And so you start with the blockade, you start with the blockade.
- 4:16You go, okay, we don't want you to have any of that nuclear material.
- 4:20I want you to hand it over, or we want you to so dilute it, and then give it handed
- 4:25over to us.
- 4:26I'm international body.
- 4:27We want you to, you know, give us X number of your missiles.
- 4:31We want verification of this or that and you're going, well, let me say, if you don't
- 4:34do this, then we're going to, we're going to ratchet up this blockade, and you're not
- 4:39going to get anything going in or going out and you're going to pay the price.
- 4:42And then if they don't do it, you say, uh, we still got a lot of bombs.
- 4:46We can start bombing things.
- 4:48And then you do that.
- 4:49And you say, well, Mr. Muller, Mr., you know, a leader of, a religious leader of the
- 4:56Iranian Revolutionary Government, we're now, we can target you and we can take you out.
- 5:04And then you always have some, have a bargaining chip.
- 5:06But if you use up all your bargaining chips, they're on the first day of the war, and then
- 5:10you're a few weeks in and you go, now we've basically done everything that we could threaten
- 5:14them that we're going to do, short of genocide.
- 5:18So we're going to set up a blockade.
- 5:21Well now the other side has time on their hands.
- 5:24Now the Iranians just have to wait you out, and they have to guess, and they have more
- 5:29reason.
- 5:30They've invested in this because it's an existential threat for them.
- 5:33The way it's not for us, they just have to guess the way they get sick and tired of
- 5:38increasing fuel prices before they get sick and tired of increasing prices of everything
- 5:44because they can't import stuff.
- 5:47So we're in a little bit of a, what foreign policy analysts call a pickle, a pickle, ladies
- 5:54and gentlemen, I'm going to open the sub stack here just in case people want to comment
- 5:58here.
- 5:59You can leave some questions, you can ask some things.
- 6:04So here's the, here's, let me, I've got the stats here about how much goes in and out
- 6:08of the straighter hall moves, so we can get some context about the, about the, let me turn
- 6:13off the sound there, so we don't get a, you know, we go, so we don't, so when I'm talking
- 6:18about vague things, so we understand what the stakes are for Iran and what the stakes
- 6:22are for the rest of us.
- 6:23So Iran can endure, is according to the economist, fine publication, take it to the bank, Iran
- 6:31can endure maybe six months of pressure, six months of pressure with a blockade by a printing
- 6:39money, always a good trick, be selling 100 million or so barrels of oil in floating storage
- 6:46off Malaysia and China, who knew they had floating oil in some storage floating off the
- 6:53Malaysia, they're wily, they're wily, these Iranians and who knew, certainly Trump didn't
- 7:00know clearly and see securing informal credit from suppliers of imports, so they could
- 7:06import stuff and they, well, we can't pay you now, but we'll pay you later.
- 7:10So that buys them six months, six months takes you up to the midterm elections and six
- 7:17months without oil coming out of the Gulf States is very bad, you can't have fertilizer
- 7:26without oil, you can't have petrol without oil, certainly can't have diesel without oil
- 7:32and Europe relies on natural gas imports and countries like Australia rely on diesel.
- 7:40So now, what's the, what's the pressure on Iran, their seaborne imports, is their sea
- 7:44borne imports, so one fifth of its wheat, which is the staple crop that they used to arrive
- 7:49from the United Arab Emirates, but that was already gone before the blockade because
- 7:52of the war, they're not, they're not going to pay any money here, those sneaky Emirates.
- 7:58Most of their maize comes from Brazil and Ukraine via ports in or near the Gulf, but some
- 8:04of the grain could be replaced by Russian and Kazakh suppliers through Caspian ports or
- 8:09overland via Turkey or Central Asia, it would cost a bit more, but they could still get
- 8:14their grain. So they've got 80% of their wheat, but they don't need coming in through the
- 8:19on ships. They can replace most of the maize that they get from Brazil and Ukraine from
- 8:25Russian and Kazakh suppliers either overland or through the Caspian sea.
- 8:31The bigger vulnerability is agricultural feed for the Iranians, because the animals eat
- 8:37soybean oil, and that's imported, and so they could get it, they could feed them other
- 8:42things, but it would turbo charge food prices. So food prices in Iran were already 110% higher
- 8:47in March than they were in March, you know, last month than they were 13 months ago.
- 8:53So the only real stressor for the Iranians is that food costs a lot. Now that's terrible
- 8:59if you're an Iranian person, it's not that terrible if you're an Iranian rich shit-poke
- 9:04dictator, theocrat, unless people get so upset that they topple you, but if people weren't
- 9:10going to topple you when they had the opportunity six weeks ago, then maybe they're not going
- 9:14to topple you just because they're having to eat what wheat instead of meat.
- 9:23So then what's the, what are the downsides on the other side of the blockade? We talked
- 9:27about the downsides for Iran of the Trump blockade. It can't get things in, so food prices
- 9:32are going to get higher. It's going to have to rearrange where it gets, I love the word
- 9:36maze. There's not only enough maze, I actually had a, I had corn on the cob just yesterday.
- 9:42So pardon my misspeaking about not consuming maze, that is, that is maze, right? Is,
- 9:48is a corn on the cob maze? I think it's maze. So there are two, so two big questions about
- 9:54the impact of the blockade on the rest of the world. One is the impact on energy markets.
- 9:58We all know Trump is super unpopular. The polls are declining for him and all the republicans.
- 10:04He's got midterm elections in seven months time. And although he keeps saying, we got plenty
- 10:10of oil. We got heaps of oil. We don't get our oil from the Gulf anyway. You know, that's
- 10:15not how economics works. You have to pay the global price for a thing. And if there's
- 10:19much less of the thing in the world than you're competing with all of the people who do
- 10:22by Gulf oil for the remaining oil that does exist, so you still have to pay a lot for
- 10:27economics 101. Trump did very well in economics. What did he go to? What did his daddy get
- 10:34him into again? Whatever. Great. Excellent. Best school, best mark, smartest guy at the best school.
- 10:41And then, so, were they talking about Brent crude futures will go towards $150 a barrel by the end
- 10:50of this month. That's the expectation. It's currently what is it 100 and previously was 50-ish.
- 10:58And then you got a factor in the risk of Iranian strikes on Saudi oil production facilities,
- 11:04on Emirati oil production facilities, on other Gulf oil production facilities, on pipelines,
- 11:10on ports. The Iranians still have the capacity to unleash havoc on these things. Not to mention
- 11:17just the threat of the risk of this happening is going to deter ship traffic even if the American
- 11:23blockade ended without an Iranian agreement to open the straits. And Iran has already threatened
- 11:29to do that, to blow up oil and gas production plants in Dubai, Abu Dhabi, Bahrain, and elsewhere.
- 11:39Saudi Arabia, of course. And here's another thing about this blockade, this new blockade.
- 11:46It might not bother Donald Trump terribly to be imposing this blockade, but here's the thing.
- 11:52Here's the thing. Here's the thing that Mr. Trump hasn't thought of. He hasn't thought of the fact
- 11:58that he is not the only person in the world who exists, or matters, or who has interests.
- 12:06There are other people in the world and the spoiler alert for all the Americans listening,
- 12:11this is even more of a shocker. Some of those people are not even American.
- 12:17So some of those people are Chinese, some of those people are Indians, and far be it from me to
- 12:22think that Donald Trump needs to give a shit about Indians or Chinese people. He clearly doesn't
- 12:28and needn't. But they're going to give a shit about him and about the situation. And they're
- 12:33going to start getting angry and they're going to start deploying whatever levels of power they have
- 12:38to change the situation if it becomes too bad. So oil that's bound for China, Pakistan, and
- 12:46Thailand, in the immediate days after the ceasefire and before the blockade, it was passing through.
- 12:53So there was a period where India, Pakistan, China, and Thailand were getting tankers out
- 13:00before a big, a big orange taco imposed the blockade.
- 13:06France and Turkey, both American allies, had sent ships through even before the ceasefire.
- 13:15So if those things can't come through, then what happens to the oil that
- 13:21Southeast Asia and East Asia and South Asia and Europe rely on? Now here's another wrinkle
- 13:28that I'll bet you haven't thought of. But old Zepsi has, I'll tell you that for nothing.
- 13:34China, in their war game plans about what happens in the case of a war with America over Taiwan,
- 13:41for example, their big weak point that all of their war gaming encourages them to avoid
- 13:48is a blockade of the Straits of Malacca. Now the Straits of Malacca and the one upside of a
- 13:55war with China, such as the war with Iran, is that just as the war with Iran has given us all the
- 14:00opportunity to say the word Hormuz more. A war with China would give us the opportunity to say the
- 14:05word Malacca. A lot more. So start practicing it now, folks. Malacca. So the Straits of Malacca,
- 14:13where a lot of the ship traffic in Southeast Asia comes around the bottom of Singapore,
- 14:19Malaysia, the Malaysian Peninsula, and then up towards China. If you blockade that,
- 14:24that's a, yeah, it's your chokehold right there on Chinese on ships going in between China
- 14:31and the Middle East or, you know, Europe. And so you blockade the Straits of Malacca and you're in
- 14:40sheep, sheep dip. So China is going to be watching this blockade of the Straits of Hormuz,
- 14:46Hormuz, Malacca, Malacca, Hormuz with great interest. And thinking to itself, we certainly don't
- 14:53want to make it seem like we're endorsing a status quo in which all of a sudden it's okay for
- 14:58the United States to impose naval blockades on other countries as part of their military strategy.
- 15:06So if they're super worried about a blockade of the Straits of Malacca and the event of a war
- 15:11in the Pacific, do the Chinese at some point start trying to get around the blockade, especially if
- 15:19it's painful enough for them and all of their neighbors and allies. So the economist after
- 15:26outlining all of this says, here's how it could all work out for Donald Trump. So don't worry yet.
- 15:30Don't you worry your pretty little heads. He's got this all planned out. If, if Mr. Trump can choke
- 15:39off Iran's hard currency and generate an economic crisis, all while curbing the impact on oil
- 15:46prices and curbing the impact on commodity flows, while limiting the military escalation that follows
- 15:55and managing the fraught diplomacy of a blockade against multinational shipping, he might return
- 16:03to the negotiating table on better terms. So that shouldn't be too big an ask for taco.
- 16:12Unfortunately, the economist then goes on to say, but Iran's regime believes it won the first
- 16:19contest of wills with America having survived the war hung onto its nuclear material and kept a
- 16:24tight grip on hormones. It has reason to believe it can outlast Mr. Trump again. So I really hope
- 16:34he knows what he's doing. And oh, and the sub-cycle life chat, Errol says, could it be
- 16:42explained why Iranian oil has such an effect on America when they produce whale oil themselves?
- 16:46I'm a little bit confused why it matters at such a high level. It's not the Iranian oil.
- 16:51It's that all of the oil that comes out of the oily other golf states can't get out because it's
- 16:55too expensive to ensure oil tankers when you think that Iran might send drones to blow them up
- 17:01or send a stray missile. So until you know that oil tankers from the part of the world that
- 17:08produces more oil than any other Saudi Arabia and the other golf states can pass through that little
- 17:13bottleneck, that little chokehold, which is so narrow that you can just see Iran from one side of it.
- 17:19It's just a little stretch of water. So it's pretty easy to make traffic hazardous and they've
- 17:26put mines in it's in all this sort of nonsense. But so it's not that, you know, it's not the problem.
- 17:32There's not that there's no Iranian oil. It's that all of it's that the world's largest
- 17:35supply of oil has to pass right next to Iranian territory and the Iranians can make it impossible
- 17:42for any company to want to take that risk. And you can't really apparently put a, you know,
- 17:47US aircraft carrier to chaperone every single oil tanker and just dare the Iranians to send out a
- 17:55fleet of drones and take out your hundred billion dollar piece of military hardware at almost no
- 18:00cost to themselves. You know, the reason they haven't done that in the past is because well,
- 18:04you don't want to piss off the United States. They might go to war with you. They're already at war
- 18:08with you. They were already killed. You know, you're top people. I've already bummed the shit out
- 18:12of everything. Well, you know, what do they got left? This is the thing. Once you once you blow
- 18:17your load, pardon the French at the very beginning, then there's nothing left to do. You know,
- 18:21they've already done it. So the Iranians have no disincentive to escalate and to keep this
- 18:26going on. And why does it not help that America produces a lot of oil for itself? Well, because
- 18:33it's a global market. If the whole rest of America's only, you know, 5% of the world's population,
- 18:40if the other 95% of the world is all scrambling for oil and willing to pay higher prices,
- 18:46then on what basis are oil companies going to charge Americans uniquely low prices? It doesn't
- 18:53matter where the oil comes from. You can slosh oil around to wherever you want to. So obviously,
- 18:58so unless there was, you know, unless the government imposed price caps or something or subsidized
- 19:03the oil itself, it's still coming out of a finite supply. If there was for every 100 gallons
- 19:09that existed prior to the war, if there are now 60 gallons in the world, then those, then 100%
- 19:16of the people who were previously, you know, haggling for that bargaining for those 60,
- 19:23those 100 gallons and now bargaining over 60 gallons and the price goes up. That's just the way
- 19:27that it would work with any commodity. So another person on the substaxis, if Iran has all the
- 19:34leverage they need from blocking the state of hormones, why do they still want nukes for if not
- 19:38for bad offensive reasons? Do you believe if they gave up nukemaking capacity or this stops?
- 19:47Yes, yes, I do believe that if the Iranians agreed to hand over to literally hand over the
- 19:53nuclear material that they've got and to cease their nuclear program, then all this does stop.
- 19:58I think that would stop things. I mean, that is the number one thing that JD Vance went to
- 20:03Islamabad to present the Iranians with as a demand and they came back and said, we'll pause it
- 20:09for five years, you know, we'll dilute the nuclear material so that it takes so that it's a hassle
- 20:16for us to undilute it, but you know, even people who are who are dovish on Iran don't deny that
- 20:24it's behaving in ways that are consistent with a country that's trying to get a nuclear weapon
- 20:29and has been for a very long time. It's taken them longer to get a nuclear weapon than any other
- 20:33country in the history of the world that's ever tried to build a nuclear weapon because the Israelis
- 20:37and the Americans keep intervening starting with remember the centrifuges that went spinning wildly
- 20:41out of control in like 2009 or something turned out to be a Mossad operation like a computer virus
- 20:48that they put into it was on a it was so cool it put out that some a spy presumably in Israeli
- 20:54spy left a thumb drive one of those little USB sticks lying around one of the nuclear facilities
- 21:02where they were the centrifuges were enriching uranium and on the expectation that what ended
- 21:08up happening would happen which is that a curious local Iranian scientist would plug the thumb drive
- 21:14into the system because obviously it's sealed off from the internet it's not like you can send a
- 21:19computer virus over it's all self contained it's quarantined it's firewalled so they literally
- 21:25have to put put the virus on a physical drive they put it in the centrifuges start spinning
- 21:29wildly out of control and they all crash and burn which is rather clever so because of things
- 21:35like that's taken them a very very long time to get a nuke and it was slowed down a bit by the
- 21:39Obama deal unfortunately you know attacking their nuclear problem the program also causes another
- 21:46problem which is that it becomes a self fulfilling prophecy that of course that would want a nuke
- 21:50because I mean wouldn't you wouldn't you want a nuke in this in this economy I mean who doesn't
- 21:57want a nuke am I right if you know that is well in the United States or hell bent on taking you out
- 22:03and you look at how feckless the United States is against nuclear powers like North Korea for
- 22:09example you know they're not bomb in North Korea and there's a reason for that and it's a four-letter
- 22:14word that's not poop it's nuke and so the Iranian is thinking well yeah sure why wouldn't we get a
- 22:21nuke if we at all can so I think the yes the leverage question is simply a way for them to
- 22:29you know flex their muscles but they can weight this out longer than we can weight this out so
- 22:33I don't quite understand what the the logic of the blockade is and keep the questions coming on
- 22:38on the sub stack and I'll continue getting to them as much as I possibly can in the limited time
- 22:44that we unfortunately have today and the other thing that I wanted to talk about was was hungry
- 22:50because this was this just delighted me it delighted me a little bit to see the the fall of
- 22:55Orban and the limits of American of the power of MAGA in other domains you know Orban is this
- 23:04I wouldn't say you know he's not a dictator he's running elections he got elected out when he was
- 23:08voted out he graciously conceded he didn't do what Donald Trump did after the last time he lost
- 23:14the election and tried to screw it all up by claiming that it was a hoax and you know
- 23:18uh sending fake electors into try to disrupt the transition of power no Orban to his credit
- 23:25conceded but in the meantime he had turned hungry you know a member of the European Union and the
- 23:32EU has very strict rules about how liberal you have to be you know countries that are applying
- 23:38for membership of the European Union have to go through this insanely stringent set of jumping
- 23:44through hoops and so on about ensuring uh you know their compliance with every single arcane
- 23:50bit of Brussels bureaucracy uh and hungry was able to do that in the pre-Orban era it was a
- 23:57fully free democratic uh you know post-communist uh uh polity and then Orban comes in and he just
- 24:06made it so that his party controlled the supreme court and the constitutional courts he made it so
- 24:12that his allies owned all of the broadcast media uh all of the online media all of the print media
- 24:19um he he planted apparatus into the civil service the public service uh you know into state owned
- 24:27companies into the education system he undermined the freedom of universities um and um so it is
- 24:33still the case that even though he's lost power all of those people are still there and his party
- 24:38could still make life very difficult for the incoming uh uh prime minister it's also worth saying
- 24:45the incoming prime minister was a member of Orban's party until a couple of years ago so it's not
- 24:49like he came in saying like uh we need to have a completely different policy on everything he was
- 24:53like let's keep the same anti-immigrant policies let's keep the same populism but let's care more
- 24:58about uh inflation and people's hip-pocket issues and let's not be Orban um so it's a modest win
- 25:04but an important win nonetheless it also has important implications for us in the rest of the world
- 25:11in the sense that if you care at all about the ability of medium-sized countries to exist uh without
- 25:16being invaded and steamrolled by larger powers um then the fate of Ukraine matters somewhat uh if you
- 25:23want Europe to be cohesive uh and free from Russian aggression in the Baltic States or Poland or
- 25:29elsewhere uh then you know the end of the Ukraine crisis and Ukraine war is uh something you should
- 25:34be still paying attention to as it drags on and on and Hungary had been the country that was vetoing
- 25:41the European Union's uh military aid to Ukraine so there's a 105 billion US dollars 90 billion
- 25:48euros in military aid which the European Union is sitting on which it sort of owes to Ukraine or
- 25:55wants to give to Ukraine and because it's such a conciliatory process in the European Union a single
- 26:00country can veto it and Hungary and Orban had been like Putin great Ukraine terrible Nazis coming
- 26:07to hunt us all down and uh now that his uh now that he's out of office hopefully that aid gets freed
- 26:14up and uh that's good for Ukraine and bad for Putin so uh yay for Ukraine uh and uh yay for democracy
- 26:23and Europe and boo for Putin also boo for JD events who went to uh Budapest and was uh was uh
- 26:28was joint and it was joining Orban in a rally to try to show American support for this uh
- 26:35tin pot pipsqueak quasi uh dictator want to be uh a far rightist should we say maybe not quasi
- 26:42dictator but certainly a uh an illiberal I mean a proud illiberal he even talked about Hungary's
- 26:48way as being a new illiberal democracy a form of illiberal democracy he owned that term and
- 26:54become became faded by the far right all across Europe and uh the UK and the United States as a result
- 27:01because he was showing that you don't have to put up with all this woke nonsense and he was very
- 27:05good at playing on Western fears and Western culture wars you know he would talk about you know
- 27:11transgender ideology contaminating children and stuff like that there's no transgender ideology
- 27:16contaminating children in Hungary this is not he would cherry pick culture war issues that matter
- 27:21a lot to the likes of JD events and he would talk they would bang on about them the war on the
- 27:27west the you know the problem of migrants flooding into the country and contaminating and polluting
- 27:33your society and causing crime and you know they're not sending their best not sending their best
- 27:38people they're sending rapists and murderers it was all echoing the kinds of stuff that Donald
- 27:43Trump had been talking about in the United States and he was tailoring it for an international
- 27:47audience not for a domestic audience and eventually I guess the Hungarian voters got tired
- 27:52of that of that posturing and cared more about the fact that he wasn't doing anything that was
- 27:57important for them in fact one of the ads that I was reading about that the uh the new
- 28:02prime minister the then the opposition candidate ran against Orban was uh appealing to voters
- 28:08and saying like why are you struggling while Orban has exotic pets on his ranch and it turns out
- 28:17to be uh if not true then plausible I think this is true that Orban has a has a like a hussy ender
- 28:25he has like uh he has a he has a buccolic retreat what did the Soviet leaders used to have like
- 28:31not uh what do they call them there's someone someone text me on on on on the sub stack and tell me
- 28:35what did they it starts with a D and the Soviet leaders when they go to their little retreats
- 28:39and they go and they you know they decompress over there and so Orban has one of these in hungry
- 28:45and on the grounds of his retreat the mayor has zebras he has zebras you know how indigenous zebras are
- 28:55to hung that to the Hungarian wilderness uh they're not they're not you go wandering around the
- 29:02Hungarian countryside you know how many zebras you're supposed to see zero zilch nada my friends uh
- 29:10and so he had zebras going out and so the so very wisely the new prime minister as opposition
- 29:16candidate was was like you know uh why does he have zebras which is a very good point it's a very
- 29:21good point it's not a substantive policy point but it's a very good point uh dashes that's what
- 29:27I was with dashes yes uh shama says on sub stack thank you for chiming in the last thing I'll
- 29:33say about Orban uh which is worth noting is has anyone seen the memes going around on social media
- 29:41about uh how much how much he sounds like grew uh from minions he so there's he let me play I'm
- 29:52going to play you something now this is uh this was this is one of those clips and the beginning of
- 29:57the clip is actually Orban talking okay at a rally and at the very end of the clip they go from
- 30:06Orban to grew a voice by Steve Carell from the minions movies okay here's here's Orban progressive
- 30:13liberals didn't want me to be here because they knew what I would tell you because I'm here to tell
- 30:20you that we should still get more so okay steal the moon there that is that's not that's not him
- 30:31let me show let me listen to it again listen to it again okay this is the beginning is Orban
- 30:35and then it's it's the minions villain okay here's uh here's Orban progressive liberals didn't want
- 30:42me to be here because they knew what I would tell you because I'm here to tell you that we should still
- 30:55same person same person incredible I love it uh same person so good on everybody on the internet
- 31:02who noticed that Orban is basically uh Steve Carell doing a bad voice impression of someone
- 31:08vaguely foreign um it is interesting though that the villain in minions is clearly hungarian
- 31:13in terms of the accent I thought it was just generic eastern european but it's he's nailing
- 31:17his nailing is Orban impression oh uh the other thing there is um that I wanted to say about
- 31:22to Orban and JD Vance going over there and while JD was at the Orban rally by the way he got on his
- 31:28phone and he called Trump and Trump was uh Trump so he put Trump on speakerphone for the sea of
- 31:36adoring Orban or Orban fans at this Orban rally and Trump was going on about how great it is
- 31:42that Hungarians have decided that Hungary is for Hungarians and not for foreigners and that Orban
- 31:47is just demand to keep Hungary strong for Hungarians and to make Hungary great again for Hungarian people
- 31:52and not for all of the interlopers who are coming in and bringing their smelly sausages and their
- 31:57Muslim religion in and uh made no impact obviously uh I don't think it was a good thing for local
- 32:03politics to uh to see that the the fingerprint of the US administration was on Orban I don't think
- 32:10it was very helpful before Brexit for President Obama to go to the UK and encourage British voters
- 32:16to vote uh to stay in the European Union in general little tip JD little tip uh you know not
- 32:25everything you do actually wins people over to your side simply being at a place doesn't make
- 32:30people think wow you're an incredible person who I would want to emulate and have leading me
- 32:35sometimes it just makes people feel that other countries shouldn't interfere into fear in their
- 32:38in their business and certainly in the case of what normally happens is that if there is an
- 32:43anti elite historic anti government sentiment then proving that the candidate or in the case of
- 32:49Brexit the issue is closely aligned with the most elite powers in the world aka the US government
- 32:57only reinforces the perception of people who want a larger protest vote against such powers that
- 33:02there's something they should vote against you know Obama may have made encouraged more people to
- 33:06vote for Brexit by thinking well the world is just stitched up between all of these bureaucrats in
- 33:11Brussels and Washington DC and Westminster who are you know betraying our interests and you can
- 33:16see it here because even the US president comes over and tells us what to vote for well if I want
- 33:19to lodge an FU vote then this just reinforces that perception uh so uh uh there we go I'm just
- 33:26keeping an eye on uh on the time and also on uh uh uh comments uh lord lord case writes on
- 33:33substack proud and happy Hungarian here glad to be back in the free world with a little love heart
- 33:40or an image of a fat lady I'm not sure what the uh what that image means but congratulations
- 33:45I'm celebrating for Hungarians today it's a day to be proud of um the last thing I just want to touch
- 33:50on there's a story here in Australia uh which is a big big deal and it's so big a deal that all of
- 33:57us it's one of those stories that has made headlines outside of Australia there's a very hard thing
- 34:05to do there's a very hard thing for an Australian story you know what Australian stories get traction
- 34:10overseas uh shark attacks and bushfires and shark attacks and bushfires and shark attacks
- 34:21and bushfires anything else then yeah you know there's a change of government in Australia it's like
- 34:27the fifth story on the on the BBC world news there's 15 seconds of images of like people uh
- 34:35waving around little flags of the new party and uh they treated almost like one of those cute
- 34:40stories like the stories that they have towards the end of the news about pandabes uh having sex
- 34:46in a zoo or something like that and now I have got a cute little story of the day the nation of
- 34:51Australia has a new leader look at that little cutie it's like that you know it's like when a
- 34:57when a baby cheetah is born at the San Diego Zoo and so they have Australians have their cute little
- 35:02new leader but this story is a serious one it's big news you can tell it's big news because I'm
- 35:08ruffling my papers like this I'm shaking them up and I got them right here in my hot all-hand
- 35:14it's broken through on the uh mega web on the Elon uh uh uh uh uh uh transom Elon Musk tweeting
- 35:25to was this this post has 25.7 million views as of the time that this piece of paper was printed out
- 35:32which was long enough ago that it's probably more saying simply this is insane
- 35:39hmm what is insane I hear you ask what has the lord of x
- 35:46adeemed to be worthy of his attention that's taking place in the land down under
- 35:51it's not shark attacks and it's not bushfires and it doesn't even have anything to do with
- 35:55Robert Irwin it's an article entitled um it's not an article it's just a comment
- 36:04breaking court documents reveal that Australian government war crimes investigators
- 36:09whoa war crimes do not even have the names of two individuals
- 36:17Ben Roberts Smith is alleged to have killed in Afghanistan almost 20 years ago nobody has
- 36:22managed to identify these alleged victims even after this person writes who is just a person
- 36:29so this is not me saying that this is a person I can't verify that whether or not they do or
- 36:35don't have the names but this is a a reference to a huge story here in Australia which is that
- 36:42this gentleman named Ben Roberts Smith came home from a tour of Afghanistan in 2013
- 36:48needless to say Australian service men and women for valiantly in Afghanistan and in Iraq
- 36:56after you know the attacks of 9-11 and the international campaign to topple the Taliban how did
- 37:01that go by the way how we doing on the how we doing on the Taliban and get the Taliban out of
- 37:07Afghanistan is that did we did we achieve it are we good so any who Ben Roberts Smith came home from
- 37:16Afghanistan in 2013 and he was a national hero he had he had he was awarded the highest military
- 37:24honor in Australia because he had single-handedly overpowered Taliban fighters who came in and attacked
- 37:31his platoon his SAS platoon and he got a bunch of speaking engagements he got you know he was
- 37:39appointed to boards and got lots of money he got it was on the cover of magazines or a huge
- 37:45portraits and accolades and awards he got the father of the year not only did he get the highest
- 37:51military honor he got father of the year um fortunately at that stage I was not a father yet
- 37:57so it was a shoe in for him obviously if I'd had a kid would have been a little bit more tricky
- 38:03for mr. Robert Smith but what happened five years later which was in 2018 is that
- 38:11one of the big newspaper chains in Australia an independent newspaper company night it was called
- 38:17now nine newspapers used to be called Fairfax they started publishing a series of articles
- 38:22that alleged misconduct during uh Ben Roberts Smith's time in Afghanistan
- 38:30there had been some of his colleagues who had broken the emirter that normally exists you know
- 38:35there's sort of mafia style code of silence that exists amongst uh military folks and um
- 38:42they've come out and they've leaked to the Fairfax press that actually their claim was their claim
- 38:51was that actually this is the newspapers claim now the uh the in the platoon that he was leading
- 39:00there were unlawful beatings and killings of prisoners as well as bullying of colleagues
- 39:05and they threw in for good measure domestic violence against a mistress and Ben Roberts Smith said
- 39:10it's all untrue and again we don't know if this is true these were allegations made in the newspaper
- 39:15um and he launched a huge legal battle he launched a defamation suit against them uh some
- 39:21people called it the trial of the century uh and he basically lost this court case where he was
- 39:27trying to so he was suing the newspapers and saying they're defaming me with all of this nonsense
- 39:31it's not true it doesn't uh you know and uh unfortunately the the the civil court the judgment
- 39:38of the court in 2023 was it wasn't defamation because the reports that he committed
- 39:45for murders the court found to be substantially true now that's not a criminal case and it doesn't
- 39:54mean that they are true what it means is that a court a defamation court found that the newspapers
- 40:01had not you know uh been guilty of defaming Ben Roberts Smith by claiming that he did these things
- 40:09now that's a much lower bar and a very different thing from saying that someone actually did it
- 40:14or than from a court of criminal law saying that it means the standards of reason you know
- 40:19beyond reasonable doubt so this is the first person the first recipient of a victoria cross
- 40:26uh I believe anywhere in the world because this is an honor that is accorded amongst all common
- 40:32wealth nations so anywhere that used to be or still is uh you know a country that had the queen
- 40:38of uh of England as it's head of state uh you had awards these these this highest military honor
- 40:45and it seems like this is the first time that anyone who's received that is being charged with a
- 40:50war crime because what happened this week is that he was arrested uh and charged he was it's
- 40:57one of the most significant moments in Australian military history that happened this week at Sydney
- 41:02Airport he was getting off a plane it was he was flying in from I think it was from Brisbane
- 41:07and uh he presumably knew nothing of it and uh when the plane landed uh before it pulled up to
- 41:15the gate uh they had federal police board the plane and uh escort him into a waiting police car
- 41:23so he's the most decorated living soldier and the most famous soldier of his generation
- 41:28and he was charged on Tuesday yesterday uh with five counts of the war crime of murder he
- 41:37denies all the wrongdoing he says the allegations are egregious he says it's driven by spiteful and
- 41:41jealous peers which is entirely possible it's entirely possible that the people who are going to
- 41:46presumably take the stand against him are lying um and that Ben Robert Smith is
- 41:51blameless I don't have a position on that I wasn't there and he hasn't been convicted so he's
- 41:55innocent until proven guilty but an incredible moment and an incredible moment in the eyes of many
- 42:00people who are jingoistic pro military knee jerk uh you know nationalist because this is being
- 42:07understood in mother world and by you know the Elon Musk's of the world as a true crime against
- 42:14all that is decent when you take an individual and you cherry pick that person and you make an
- 42:20example of them when all they were trying to do was their job and trying to serve their country
- 42:26honorably and I got to say it's not entirely um I don't have no sympathy for the argument that
- 42:33you know civilian governments launch wars and send people into impossible situations and then
- 42:39those governments are able to wipe their hands of any culpability for it while the people who are
- 42:44enforcing those policies on the ground are the ones who get thrown under a bus like if he'd done
- 42:50the same things if he'd killed the same people by dropping a bomb from a fighter jet would it have been
- 42:55okay I don't know and again I'm not implying that he did any of this some just sort of speculating
- 43:00about the different ways that we think about accusations of wrongdoing so that's what we're all
- 43:05paying attention to I hope you are well I hope you are happy I hope we get out of this block eight
- 43:11alive there's a fascinating episode coming up on uncomfortable conversations with a an expert on
- 43:16Iran who actually ran counter terrorism and Middle Eastern North Africa policy in the Clinton
- 43:22administration under Madeleine Albright uh and has some very interesting thoughts about the situation
- 43:27of things so keep uh keep an eye out in your podcast feed for that which will drop uh tomorrow
- 43:32morning or the next until then take care love you see ya