Latest / International Flavor: Where the Truth Tastes Better / Samuel Trapp on Iran, Israel, Energy Warfare, ICE at Airports, London Arson, and America’s Dangerous Habit of Escalation
Transcript
- 0:00Hello.
- 0:00Good morning.
- 0:01Welcome.
- 0:01I am Samuel Trapp.
- 0:03This is international flavor.
- 0:05You are on damn radio.
- 0:07It's Monday morning.
- 0:09I'm coming to you live from the Lake
- 0:10Ozark real estate of the art studio.
- 0:12And you feel free to phone in this
- 0:14morning, 573-746-8020.
- 0:17Should you feel the urge come upon you
- 0:19to chat or to discuss weird things going
- 0:24on on the planet?
- 0:27There's plenty of that going on.
- 0:29I've had quite the weekend.
- 0:31So first I'm going to do a little
- 0:33bitching cause that's what I do.
- 0:35Um, it's frigging cold.
- 0:38What is this?
- 0:39Yes.
- 0:40Saturday it's frigging 81 today.
- 0:42It's God knows what.
- 0:44They're like 12 and uh, and I don't
- 0:47like it.
- 0:48So went to bed last night.
- 0:49It was hot in the house.
- 0:52Woke up freezing to hell kind of nonsense
- 0:56is that I don't like it.
- 0:58And I, uh, I want change.
- 1:02I'm pushing for change.
- 1:04Make Sam's house great again.
- 1:06That's what we wish to do.
- 1:08And we used to be one temperature all
- 1:10the time.
- 1:10Not this nonsensical nonsense that we are forced
- 1:15to put up with.
- 1:17Anyway, that's my bitching for today.
- 1:19It's over.
- 1:20That is all that's.
- 1:21Maybe I'll make that for the whole week.
- 1:23Maybe I won't bitch again the entire week.
- 1:26Well, if I did that, I wouldn't be
- 1:27Sam now would I?
- 1:30So I have a joke for you.
- 1:31Speaking of that, uh, so it's a, it's
- 1:36a terrible joke.
- 1:37I mean, it's a horrible joke, but you'll
- 1:39appreciate it, right?
- 1:40Uh, there's a guy in, uh, he's, you
- 1:46know, unfortunately doing an accident in his youth.
- 1:49He's got a, uh, a fake eyeball and
- 1:55he couldn't spend a lot of money on
- 1:58this eyeball.
- 2:00And so unfortunately he had to take the
- 2:04polished wooden version and they had polished it
- 2:08up real nice.
- 2:08It was really pretty.
- 2:09And he'd have to pop it in his
- 2:11head and, uh, you know, but he didn't
- 2:12have the money for the very expensive eyeball.
- 2:15So, you know, it's a glass eyeball.
- 2:18So he, he had one that was wooden.
- 2:22And he always very self-conscious about it.
- 2:25He had a hard time, you know, dating,
- 2:28couldn't find a girl.
- 2:30So he's, he's got a friend, you know,
- 2:31you are when you don't have a date,
- 2:33you know, your friend sets you up, friend
- 2:35sets you up with another girl.
- 2:38And, uh, he's like, well, you know, I'd
- 2:40like to, but man, I'm really paranoid.
- 2:41I don't like it.
- 2:42I always feel uncomfortable.
- 2:44I don't know what to do.
- 2:45He said, listen, nobody's perfect.
- 2:47You know, the girl that I'm setting you
- 2:49up with, she's got, uh, she's got a
- 2:53hair lift, cleft palate, cleft lip, and she's
- 2:56got a hair lip and he goes, he
- 2:58goes, Oh, well, I don't know.
- 3:01He says, maybe it would be good for
- 3:03us to, uh, be in, you know, maybe,
- 3:05you know, be, be in misery with each
- 3:07other.
- 3:07Nobody's perfect.
- 3:08And he's going to go and he's going
- 3:10to take a date.
- 3:11And he says, well, listen, she's subconscious too.
- 3:13Don't say anything about it.
- 3:14Just go out.
- 3:15People are people.
- 3:16What difference does it make?
- 3:17Why are you putting such a hard time
- 3:19in this?
- 3:19This is a terrible joke, by the way,
- 3:21just so you know, I'm for fair warning
- 3:24right here.
- 3:25And he says, all right, it's an old
- 3:27joke from Sam's, uh, what do you call
- 3:30it?
- 3:30High school or even junior high school days
- 3:34is when this is an old joke.
- 3:37So just to preface it, used to be
- 3:40able to get away with stuff you can't
- 3:41get away with anymore, but Hey, I'm a
- 3:43risk taker.
- 3:44So, uh, at any rate, um, they go
- 3:48out, he says, well, this will be great.
- 3:51He'd choose a taker to dinner.
- 3:52He says, well, let's see if we can,
- 3:54you know, have a nice dinner.
- 3:55We'll have a few drinks, you know, we'll
- 3:57have dinner.
- 3:58It'll be great.
- 3:58You know, I'm, I'm really looking forward to
- 4:00this very attractive girl just happened to have
- 4:03a, um, a hair lip.
- 4:04And he goes, he goes, man, you know,
- 4:06I'm not a bad looking guy.
- 4:07I just happened to, you know, not be
- 4:09able to afford the glass eye in life.
- 4:12You know, so they go out to dinner,
- 4:16things are going well, you know, they're sitting
- 4:18there, they're getting along great.
- 4:20He's, he's, he's really liking, or he thinks
- 4:22she's a, she's a great girl.
- 4:25And, uh, he's going, man, this is fantastic.
- 4:28She's, she's really good girl.
- 4:30And he goes, man, is it possible?
- 4:32Could I have finally found a woman?
- 4:34And the whole time she's, you know, thinking,
- 4:37Oh my gosh, this guy's really great.
- 4:38I don't care if he's got a, uh,
- 4:40uh, you know, artificial eyeball, what do I
- 4:44care?
- 4:44And, uh, he says, you're just, she's a
- 4:46great guy and she's a great girl.
- 4:49And so the dinner's going well, they have
- 4:51a drink, they're sitting after the drink, they
- 4:54go out to the, they go to the
- 4:56bar in the restaurant and they sit at
- 4:57the restaurant bar and they're having another drink
- 5:00and, uh, you know, having a nightcap, um,
- 5:03and, and getting, getting ready.
- 5:06The evening is coming to a close, the
- 5:08bars and the restaurant is getting ready to
- 5:10close.
- 5:11And, uh, he, he, he gets up his
- 5:15courage.
- 5:16It's like, man, this opportunity isn't going to
- 5:19come up.
- 5:19He gets up his courage and he's like,
- 5:21man, he says to her, would you like
- 5:24to come over to my place?
- 5:26And she says, Oh, would I?
- 5:29And he says, hair, lip, hair, lip.
- 5:33Do you get it?
- 5:34Oh, I hope so.
- 5:35Anyways, a week, week joke, but that's the
- 5:39joke.
- 5:39Sorry.
- 5:40That's the, the nature of the beast today.
- 5:43Uh, it's a weird day we're talking about.
- 5:47Um, so what is in the news today?
- 5:50What do we have?
- 5:51We have Jewish ambulances being torched in London
- 5:56with video.
- 5:57They even provided video of all of this.
- 6:00Um, this is, this is, uh, you know,
- 6:04talk about, um, anti-Semitism, I suppose.
- 6:09This is nonsense.
- 6:11Uh, police are treating an arson attack as
- 6:14an anti-Semitic hate crime.
- 6:17Well, that's what they do.
- 6:19Um, why am I echoing?
- 6:21I feel like I'm echoing in here and
- 6:23I don't like it.
- 6:24So maybe the, maybe just the volumes up
- 6:27a little high.
- 6:29Anyway, sorry.
- 6:30You have to, uh, train along with me
- 6:32here at the real estate state of the
- 6:35art studio.
- 6:37Four ambulances operated by a Jewish volunteer organization
- 6:41in London were set on fire overnight.
- 6:46The incident took place in Golders Green area
- 6:49of the Barnett Borough at around 1 45
- 6:52in the morning.
- 6:54CCTV footage shows at least three masked individuals
- 6:57setting fire to vehicles belonging to the local
- 7:01branch of Hat Zala, a network of volunteer
- 7:05emergency medical services that works with Jewish communities.
- 7:09London fire brigade said the multiple cylinders on
- 7:13the vehicles exploded causing windows in a nearby
- 7:17residential building to shatter.
- 7:20No injuries were reported.
- 7:21The Metro police said nearby homes were evacuated
- 7:25as a precaution and confirmed that the case
- 7:28was being treated as it's anti-Semitic hate
- 7:31crime.
- 7:34So there's also some new news on now
- 7:38we're going to have ice is going to
- 7:42be at the airport now.
- 7:44Now, um, I guess you gotta get past
- 7:46the, uh, ice officials too.
- 7:49Um, I don't know how you feel about
- 7:52this.
- 7:53Trump says he's going to deploy immigration and
- 7:56customs enforcement guys to be standing in for
- 8:01transportation security administration, TSA personnel at airports, unless
- 8:06the Democrats in Congress unblocked funding for DHS.
- 8:12The parcel shutdown that began in February has
- 8:16left thousands of TSA employees without pay.
- 8:19Well, there's too fricking many of them anyway.
- 8:21That's a personal view.
- 8:23Probably, you know, people don't like that, but
- 8:26Jesus are everywhere.
- 8:27You can't swing a dead cat without hitting
- 8:30a TSA agent.
- 8:31It's nonsense.
- 8:32Um, resulting in there now lengthy security lines
- 8:36at airports across the country.
- 8:38TSA and ice are part of the DHS.
- 8:40However, the latter agency received $75 billion, $75
- 8:47billion.
- 8:50So let's say that again, $75 billion for
- 8:56immigration enforcement.
- 8:58Is that nuts or what?
- 9:01Uh, you got it from Trump's big, beautiful
- 9:03bill.
- 9:04That was real beautiful.
- 9:06We've gone up $2 trillion in debt since
- 9:09the man took office.
- 9:12Anyway, that was signed into law in a
- 9:15post.
- 9:16On true social, by the way, which is
- 9:18also losing hundreds of millions of dollars.
- 9:21According to a lot of people, uh, Saturday,
- 9:24the U S president wrote that if radical
- 9:27left Democrats don't immediately sign an agreement to
- 9:31let our country in particular airports to be
- 9:34free and safe again, I will move our
- 9:37brilliant.
- 9:38Now all ice agents are brilliant.
- 9:41This is great.
- 9:42Our brilliant patriotic guys agents to the airports
- 9:45where they will do security like no one
- 9:47has ever seen before.
- 9:49Everything is always like nobody's ever seen before
- 9:52where you're going to win so much.
- 9:54You're going to be sick of it.
- 9:57Uh, this guy, no wonder he's got Higgs
- 10:01at the run in the, uh, run in
- 10:02the military.
- 10:03That guy's a, a, a football, you know,
- 10:05cheerleader and, uh, Trump's to football quarterback is
- 10:09good stuff.
- 10:10Uh, the big beautiful bill anyway, including immediate
- 10:13rest of all illegal immigrants that come into
- 10:16the country.
- 10:17Well, you don't fly in.
- 10:18If you're coming in illegally, it's not how
- 10:21it works.
- 10:22You, you sneak in.
- 10:24If you're coming in and the people that
- 10:26come in and are usually have a visa
- 10:30when they fly in.
- 10:31If you're coming in from a, uh, a
- 10:33non-friendly country, you have to have a
- 10:35visa or that you just get turned around,
- 10:37right?
- 10:37It's not like people are flying in and
- 10:40getting allowed in anyway, Tesla and SpaceX CEO,
- 10:44Elon Musk, who has emerged as a major
- 10:47supporter of the Republican party also weighed in
- 10:49offering to pay the salaries of TSA personnel
- 10:54during this funding impasse.
- 10:56Wonder how much interest he's going to get.
- 10:58If any on Sunday, NBC news citing DHS
- 11:02estimates report that more than 400 agents have
- 11:05quit since February 14 when the parcel shutdown
- 11:09started.
- 11:11Well, that means jobs are available.
- 11:12So you're, you're, uh, improving jobs, right?
- 11:16Well, good stuff.
- 11:18Anyway, I wanted to, uh, speak a tiny
- 11:22bit about what do you think?
- 11:27Where are we going to go today?
- 11:29How do we, uh, how do we speak
- 11:32on this topic without getting, uh, I don't
- 11:36know, attacked without, uh, uh, you know, causing
- 11:43problems.
- 11:44I watched, um, I watched a lot of
- 11:51news over the weekend.
- 11:52Surprisingly, um, uh, you know, the U S
- 11:57is planning for ground forces in Iran.
- 12:00You know, we got lots of people on
- 12:02our way over there.
- 12:03This is BS, friends and neighbors, according to
- 12:06Sammy.
- 12:07And you know, since it's my show, I
- 12:09can say what I like the, I'm going
- 12:14to start with this from the beginning.
- 12:17Now let us begin at the beginning.
- 12:19You do realize my last name was trap
- 12:21and a hundred years ago was Vaughn trap.
- 12:23And as of now, you know, traps are
- 12:25not royalty, uh, except for, you know, minor,
- 12:30uh, uh, Kings and Queens who live in
- 12:32Chicago and chose to take the name.
- 12:34But, uh, here we're just plain old ordinary
- 12:38traps, but way back when we used to
- 12:42be able to sing.
- 12:44When you read, you begin with a, B,
- 12:48C.
- 12:48And when you sing, you begin with Do
- 12:52Re Mi.
- 12:53But let's let us begin at the beginning,
- 12:56which is a very fine place to start.
- 12:59Let's talk about one show that I saw
- 13:06in particular.
- 13:07I watched a guy, former Marine, uh, now
- 13:13a political commentator got his own podcast and
- 13:16he was on a program.
- 13:17In fact, I think I saw him on
- 13:18another program after that.
- 13:20So I think, and he's a young man.
- 13:23He's, uh, seemed quite intelligent from what I
- 13:27saw of him.
- 13:28And he, he has a theory and I
- 13:32liked his theory and it was very well
- 13:36put together and very coherent.
- 13:38And I saw, and I watch, everybody knows,
- 13:41I watch a lot of international politics and
- 13:45I try to keep on top of that
- 13:47stuff.
- 13:50And basically this is according to him.
- 13:55And I've been wondering about this.
- 13:57I mean, if we're, if we're really this
- 13:58stupid that we're going to, uh, you know,
- 14:01go into Iran even further in Israel's, you
- 14:05know, greatest wet dream, you know, we're going
- 14:08to jump in there and take over Iran
- 14:12for Israel.
- 14:14Um, you know, we obviously haven't learned our
- 14:19lessons, Iraq, Syria, Yemen, figure it anywhere, Somalia,
- 14:26Afghanistan, 20 years, hundreds of millions, zero result.
- 14:30Did you know that our final forces were
- 14:33booted out of Iraq over the weekend just
- 14:36now?
- 14:37And I, I, I doubt there'll be allowed
- 14:40back in.
- 14:41So now Iraq has expelled all of our,
- 14:44uh, all of our military finally after, you
- 14:48know, hundreds of years.
- 14:50That's an exaggeration.
- 14:51But if I told you once, I told
- 14:53you a thousand times never to exaggerate.
- 14:55Uh, let's see.
- 14:56Okay.
- 14:57Let's talk about this is not just another
- 15:00middle East war.
- 15:02And I think this bears repeating because there's
- 15:06a lot of news that has been going
- 15:08around that saying this really isn't just another
- 15:10middle East war.
- 15:11This is going to be a world war.
- 15:13And I think that the risk of it
- 15:15is pretty freaking great.
- 15:18And it's one upsmanship and some people just
- 15:22can't handle things without one upsmanship and burletics
- 15:28Brian burletic.
- 15:31Remember that name?
- 15:32Take a look at it.
- 15:32If you haven't heard of, he haven't looked
- 15:33at him yet.
- 15:34This was a pretty good, pretty good talk.
- 15:36And I want to combine it.
- 15:38I mean, it dovetails somewhat with my views
- 15:41on the issue, but a little bit sharper.
- 15:45And, uh, it also double, uh, it, I
- 15:49watched Sergei Lavrov, you know, just a 20,
- 15:5230 minute, uh, interview that was done with
- 15:55him.
- 15:56And I want to share you a bit
- 15:59of a combination of all this, if I
- 16:01can possibly get there today.
- 16:03And I think I might be able to,
- 16:05it's a little bit long in the making,
- 16:07but, um, you know, I think it is
- 16:13essential because if you get the framing wrong
- 16:16at the beginning of how, how I'm going
- 16:17to give you this theory, then everything that
- 16:20follows it will come out crooked.
- 16:22That's just the way it is.
- 16:23And this is what's happening in most of
- 16:25the discussion in the world about Iran around
- 16:28Israel, around the United States, especially around the
- 16:32Strait of Hormuz around oil and the broader
- 16:35question of where this conflict is really headed.
- 16:39Donald Trump changes his mind every day.
- 16:42You know, the two to three days ago
- 16:44he was saying, we won, it's over, you
- 16:47know, and then he goes back to 48
- 16:49hour ultimatum.
- 16:50You either open the Strait of Hormuz or
- 16:53we're going to bomb your, uh, electrical plants.
- 16:56Now, this is a big mistake if he
- 16:58does, because there were huge, um, bombings, even
- 17:03in Israel and Iran has threatened to take
- 17:07out D Sal and his desalinization plants just
- 17:11like was done to them on one plant,
- 17:13but they only, you know, their, their water
- 17:15supply is only three, 4%, 5% maybe,
- 17:19uh, taken from the seawater.
- 17:21The rest of the region is heavily it
- 17:25needs it.
- 17:26Bahrain, big time, Qatar, big time, all of
- 17:30these, these Gulf States that are, they don't
- 17:32have any water.
- 17:33You know what I mean?
- 17:34They're bringing it in from huge desalinization plants.
- 17:39So there's these questions of the conflict and
- 17:44where it's going.
- 17:46They're not getting easy.
- 17:47And Trump isn't making it any better.
- 17:50Changes his mind every day.
- 17:51I mean, today might be another day that
- 17:53we've won.
- 17:54It's over.
- 17:54I've declared it's over.
- 17:56Surrender, or we're going to bomb your, uh,
- 17:59bomb your plants.
- 18:01And so most people are being handed a
- 18:03simple, familiar, misleading story.
- 18:07Story that is not true goes like this.
- 18:09Middle East is unstable.
- 18:11Again, Iran is involved.
- 18:12Israel is striking again.
- 18:14They're the, they're the sane people.
- 18:16Actually, they're the lunatics and the U S
- 18:18may or may not get dragged in.
- 18:20Again, oil prices are going to go up
- 18:22and you have to fund it again.
- 18:24And this is another one of those unfortunate,
- 18:27but somehow routine, routine, um, flare ups, you
- 18:32know, that, Oh, gee, it's just a flare
- 18:33up, right?
- 18:34Okay.
- 18:36The world just has to endure these sorts
- 18:38of thing until the grownups come in to
- 18:41the Straits of Hormuz bringing tons of worship
- 18:43and we will calm things down and restore
- 18:46order.
- 18:47That's because we're the world's policemen.
- 18:50That is the typical package, Fox news all
- 18:54over it.
- 18:55They make me sick.
- 18:56You know, you watch these guys.
- 18:58Yeah, we're winning.
- 18:59No, we're not.
- 19:02That's TV version.
- 19:03Neat little box that they want to do
- 19:05to you in the box is completely wrong.
- 19:08You need to listen to people that have
- 19:10a clue and those guys need a bigger
- 19:12magnifying glass because you know, they cannot find
- 19:17a clue at Fox news or anywhere else
- 19:20for that matter.
- 19:21You know, there's been a, even, even the
- 19:23critical CNN, um, I watched something to theirs
- 19:26the other day and it was like, geez,
- 19:27you're still dummies, but they're making an effort,
- 19:33right?
- 19:34What we are looking at is not a
- 19:36local conflict that might have global contact context.
- 19:40We're looking at a global systems conflict that
- 19:45is manifesting itself through an opportunity to attack
- 19:48Iran through Israel, through the growth, through energy
- 19:52architecture of the middle East.
- 19:54That is a very different thing than a
- 19:57local conflict.
- 19:58And if you start from that proposition, suddenly
- 20:01a lot of what seems irrational looks very
- 20:04rational indeed.
- 20:06So we've been trained for years, for decades
- 20:09to think of the middle East as a
- 20:11place where things just blow up because that's
- 20:14what the middle East does, right?
- 20:17Some tribal things, sex, some religious things, some
- 20:20old hatred, ancient grievances, and then the U
- 20:25S has to step in.
- 20:26The great powers have to figure out how
- 20:28to try to keep civilization from falling apart.
- 20:31It's a convenient theory, but it's also insulting
- 20:34because it erases the structure of power and
- 20:38how it is created.
- 20:39It erases logistics, it erases trade and it
- 20:43erases most importantly energy and energy transport.
- 20:49It also erases the thoughts of Imperial planning,
- 20:52finance, who benefits.
- 20:55And when you erase all of that, what
- 20:57you are left with is what we get
- 20:59in America theater.
- 21:01And that's it.
- 21:02You either hate there's, we hate the religious
- 21:05people.
- 21:05They're they're religious extremists.
- 21:07They're seeking the nuclear bomb.
- 21:09They aren't close to a nuclear bomb, by
- 21:11the way.
- 21:11They have the technology.
- 21:12They got scientists, but they're not close.
- 21:15They are selling you a lie.
- 21:17If you believe that stuff, this has no,
- 21:20no chase.
- 21:20We're going to get struck by Iran.
- 21:22My ass.
- 21:23You were, you are now, but you weren't
- 21:25before.
- 21:25Did you see the video that they put
- 21:27out last night all over the news, Iran
- 21:29that showed underground stockpiles, tons of them with
- 21:36the, just a sample of some of their
- 21:38underground stockpiles of weapons that we can't reach
- 21:41by the way.
- 21:42So one of the reasons I pay so
- 21:44much attention is to be as what has
- 21:46been coming out of Russia, whether Lavrov, whether
- 21:49the talk shows here, the talk shows there,
- 21:52whether, what I think are true geopolitical analysts
- 21:55and current affairs.
- 21:58I don't believe that they're saints over there.
- 22:01They know everything or that they're neutral or
- 22:03incapable of their own propaganda.
- 22:05They have their version of it as well.
- 22:07But so of course, I'm not saying that
- 22:09they're there.
- 22:10I think they're more truthful than ours, but
- 22:14then again, we have more to hide.
- 22:17Every side has a point of view.
- 22:19Every state has an interest.
- 22:20Every media system has a blind spot, but
- 22:23you know, I'll tell you this much, much
- 22:25of the Russian commentary is at least treating
- 22:28this as a strategic struggle and not some
- 22:31sort of morality show, you know, gee, we're
- 22:34right.
- 22:34And we gotta, we gotta take care of
- 22:36the bad guys.
- 22:37It's always the bad guys.
- 22:38And that's not it.
- 22:40When they talk about Iran, they don't speak
- 22:43as if it's just about one bad government,
- 22:46one nuclear file, one rash decision by a
- 22:50nut job, one temporary exchange of missiles.
- 22:53They talk about it as if this is
- 22:54a part of a much larger crisis involving
- 22:59the very structure of international law, the collapse
- 23:03of old restraint and the use of energy
- 23:07as an instrument of pressure, which is obviously
- 23:10part of the deal.
- 23:13If not the entire deal, it's also the
- 23:17weakening of the old West centered order.
- 23:21That's what's driving it.
- 23:23The stuff I've been talking about for nearly
- 23:26two years now, both in Russian and in
- 23:30English.
- 23:31It was why I was driven to go
- 23:33to the BRICS conference in Kazan in Russia
- 23:37year and a half ago.
- 23:39And it's the, it's the weakening of the
- 23:42Western centered order, the refusal of a lot
- 23:46of people to play along with a business
- 23:49as usual.
- 23:51And that's a lot closer to reality than
- 23:54the nonsense we're getting from the usual talking
- 23:57heads.
- 23:57So think about what has already happened.
- 24:00So before you get into drama, right, the
- 24:03maps, military jargon, uh, or even the human
- 24:07suffering, which is very real.
- 24:09Look instead at the quiet indicators, the ones
- 24:12that people who move real goods and ensure
- 24:15real cargo and calculate real exposure, what they
- 24:20actually care about, shipping routes, shifting insurance rates,
- 24:25astronomical risk models, changing ports, less predictable tanker
- 24:31traffic, behaving totally differently.
- 24:35Uh, in fact, um, infrastructure of, uh, logistics
- 24:40is changing incredibly, right?
- 24:43Um, naval positions are different.
- 24:47Diplomatic language is getting more careful, more evasive,
- 24:51and in some cases even more panicked than
- 24:53usual.
- 24:54And none of that is happening because people
- 24:56are worried about an emotional, Oh, democracy first.
- 25:00And these guys are dictators.
- 25:02They're not worried about that crap.
- 25:03This is happening because the underlying system is
- 25:08in shock and it's either trying to figure
- 25:11out how we're going to absorb it.
- 25:13And that is the point that the average
- 25:15viewer misses because he is taught to think
- 25:17in drama rather than in structure and in
- 25:20infrastructure in specific and energy infrastructure.
- 25:24The average person says, well, there has to
- 25:27be, you know, has there been a world
- 25:29war recently?
- 25:32It was almost a hundred years ago, 80,
- 25:35but has a straight of more moves been
- 25:37fully closed?
- 25:38No.
- 25:38Has China moved?
- 25:40Nope.
- 25:40Has Russia moved?
- 25:41Nope.
- 25:41As America invaded, not yet, but we're going
- 25:44to, we're getting ready to stupidly.
- 25:46Has Europe mobilized?
- 25:47Nope.
- 25:47They say they're not gonna.
- 25:48And because the answer to some of those
- 25:51questions is no.
- 25:52People imagine the crisis is merely hypothetical.
- 25:55It isn't, but that's not how the crisis
- 25:58work in the world is built.
- 26:00This is how the world is built.
- 26:02Highly optimized supply chains, leveraged energy dependence, fragile,
- 26:10very fragile political legitimacy, financial markets, cross border
- 26:15logistics, precision, and you know, they're all inflated
- 26:20and the crisis has begun before the formal
- 26:24catastrophe has even occurred.
- 26:27Who else paid more than a dollar 50
- 26:29a gallon than what they paid six short
- 26:33weeks ago.
- 26:35So this is when risk is entering the
- 26:38bloodstream of the system through extremely high insurance
- 26:43rates.
- 26:44Now the oil that we're buying now was
- 26:49supplied months ago.
- 26:50Yeah.
- 26:53And why are we getting a new price
- 26:56on that?
- 26:56Because they can and that's what they do.
- 26:59So this is why I keep saying this
- 27:01is not about who fires the next rocket
- 27:03or who bombs the next energy infrastructure, who
- 27:08bombs the next oil.
- 27:10Well, you know, it's not about that and
- 27:13or these ridiculous posts by idiots on social
- 27:16media.
- 27:17This is about what happens when the world
- 27:19begins to do interesting things.
- 27:23They doubt the reliability of one of the
- 27:26core energy corridors.
- 27:29Okay.
- 27:30This is a huge marketing impact or market
- 27:34impact.
- 27:34Once that doubt is in the market, the
- 27:37effects are going to spread far beyond the
- 27:39battlefield.
- 27:39They've already hit our our gas tanks here.
- 27:44And even though we have us economists going,
- 27:48we're, we're self-sufficient, we don't need anybody's
- 27:51oil.
- 27:51Then why in the hell are we paying
- 27:53like everybody else is?
- 27:54If all the oils come in locally, it
- 27:56doesn't have to be shipped through the Strait
- 27:58of Hormuz.
- 27:58Why in the hell are we paying for
- 28:00the Strait of Hormuz?
- 28:01Well, uh, you know, people are, it's right
- 28:03for people to squeeze as much money out
- 28:05of the system as they can.
- 28:06It's a capitalism folks, you know, Hey, it's
- 28:10an opportunity to raise the prices.
- 28:11Why wouldn't you?
- 28:12Yeah.
- 28:12Well, because it's cheaper here.
- 28:15Allegedly.
- 28:16Hmm.
- 28:17Makes you think, doesn't it?
- 28:19It's a political calculation in capitals, nowhere near
- 28:23Tehran.
- 28:24It's corporate boardrooms.
- 28:26It's moving into military planning.
- 28:27It's food prices.
- 28:29It's fertilizer, which by the way, is the
- 28:33number two thing going through the Straits of
- 28:36Hormuz fertilizer.
- 28:38And you can't get that.
- 28:40Everybody's talking about their household budget and how
- 28:43much it costs.
- 28:44I was telling you last week, how much
- 28:46extra did I pay for a, by the
- 28:48time it was all said and done, I
- 28:50filled up the tank, uh, 25 gallons, uh,
- 28:54five times, I guess, 125 bucks, at least
- 28:58$150 more than what I would normally pay
- 29:02one way.
- 29:03Okay.
- 29:04To get, to get to Florida.
- 29:06Yeah.
- 29:07Um, that's why I think the old language
- 29:09is completely useless here.
- 29:11People go, it's a regional conflict.
- 29:13Well, then I want to ask regional for
- 29:14who regional for the European economy.
- 29:17That's a incredibly vulnerable to energy shock because
- 29:20they've blown up Nord stream too.
- 29:22And they're, they've gotten rid of Druze but
- 29:25pipeline and they're trying to blow that up.
- 29:27Uh, Ukraine it's for natural gas and Ukraine
- 29:30is, uh, uh, you know, at eternal war,
- 29:34they'll never give up on, on Russia, although
- 29:36they should.
- 29:37And the spring, um, the spring offensives are
- 29:41beginning even now.
- 29:42So let's pause and take an ask an
- 29:45obvious question.
- 29:45Why do so many people insist on seeing
- 29:47this as a local, local dispute when the
- 29:51signs of the systemic strain are visible, visible
- 29:55already worldwide.
- 29:57Most of it is laziness, but part of
- 29:59it is ideology.
- 30:00The need to preserve the illusion that the
- 30:03world is still organized the way it was
- 30:0620 or 30 years ago.
- 30:08It isn't, but they want to keep the
- 30:10illusion that Washington is at the center of
- 30:13it.
- 30:14Europe is a moral chorus.
- 30:16Yeah.
- 30:16You know, they're the, you know, Pete Higgs
- 30:19says of Europe, uh, with everyone else reacting
- 30:22only to what we do, you know, the
- 30:24same old toolkits, sanctions, pressure, proxy war, selective
- 30:29law that only applies to others, but never
- 30:33to us that is going to impose world
- 30:36order or world colonialism.
- 30:39But think about the deeper answer.
- 30:41If people admitted to what this really is,
- 30:45they would also have to admit that the
- 30:47old system is weaker than advertised.
- 30:50They would have to admit that escalation now
- 30:53creates consequences that can't be simply fenced in.
- 30:57They would have to admit that controlling the
- 31:00narrative is not the same as controlling the
- 31:03outcome.
- 31:04And we never do that.
- 31:05We control the narrative.
- 31:07You know, the blue dress narrative is what
- 31:09I call it.
- 31:11Um, you know, because it is what it
- 31:14is, but by God, if I say it
- 31:17often enough, people will believe it.
- 31:19And that's a painful admission for an empire,
- 31:22right?
- 31:22For, for, you know, especially one that that
- 31:25says it can do anything anywhere in the
- 31:29world.
- 31:29We're the greatest on the planet and you
- 31:31never have to pay any consequences.
- 31:34Consequences are common people.
- 31:36One of the most revealing things that come
- 31:38out in recent commentary, especially out of Russia
- 31:40and the Russian media and the strategic talk
- 31:43shows that the repeated emphasis on the fact
- 31:46that the world is not lining up the
- 31:50way it used to, not even Europe.
- 31:53And by the way, that's not a small
- 31:55observation.
- 31:56It's huge.
- 31:57In the old model, there'd be a conflict.
- 32:00Iraq take an example.
- 32:02Then a coalition, Australia's joining in.
- 32:05They're going to send over 200 soldiers.
- 32:07England's in, they have a 77,000 man
- 32:10army and they'll send 15,000 of them.
- 32:12Why?
- 32:13Because the U S is going and we
- 32:14got to support our brothers across the series
- 32:17of declarations about international norms only that apply
- 32:21to other people, not to us.
- 32:22You know, we're the, we're the, we're the
- 32:24gunslingers of the, of the, of the world,
- 32:27the financial system and the media system would
- 32:30move in roughly the same direction like they
- 32:32always do.
- 32:33And then pressure is brought to bear on
- 32:35the people that need to lose so that
- 32:38same old winners could win.
- 32:39Even countries that are uneasy about it would
- 32:42generally fall into line, at least outwardly.
- 32:45The model is frayed.
- 32:46Now India isn't paying attention.
- 32:51They're calculating their own interests.
- 32:54China calculates its own interest.
- 32:57The Gulf States are pushing back and, and
- 33:01calculating their own interest.
- 33:03Turkey calculates its interest definitely.
- 33:06And they're a NATO member.
- 33:08I wonder for how long, even Europe for
- 33:10all of its posturing increasingly looks less like
- 33:13a person who's just going to fall in
- 33:15line.
- 33:16And they're acting more like a nervous divided
- 33:18energy, fragile, remember appendage of decisions that it
- 33:22no longer fully controls.
- 33:25That definitely matters because it means that in
- 33:28the moment of crisis, these crisis moments don't
- 33:31produce the same discipline block behavior that they
- 33:34once did.
- 33:35They just don't.
- 33:36So when I say this isn't a local
- 33:37war, I mean not merely that it has
- 33:40global consequences.
- 33:41I mean that the very shape of the
- 33:43world order is now part of the conflict
- 33:46itself.
- 33:47Iran is one theater.
- 33:48Israel's completely another.
- 33:50The Gulf is a third.
- 33:52And by the way, Israel isn't getting anywhere
- 33:54near the support that they used to get.
- 33:56And including from me, by the way, I
- 33:59think Netanyahu's a bad man.
- 34:01That's what I think.
- 34:03The Gulf is another.
- 34:04Europe's energy vulnerability is another.
- 34:07Asian import dependence is another Russia's role as
- 34:10an energy and strategic actor is a third
- 34:13and a big one.
- 34:14China's patient observational position you ought to be
- 34:18paying attention to because they're watching and trust
- 34:22me, they're learning.
- 34:23The declining credibility of old institutions is a
- 34:26third in the hypocrisy around international law is
- 34:31front and center, not a side note.
- 34:35This is the architecture right here.
- 34:37You can no longer claim that we even
- 34:40remotely follow the rules that we helped create.
- 34:45So this is, this is the architecture of
- 34:48what's going on and it's another point that
- 34:50has to be made plainly.
- 34:52Much of what we're witnessing right now is
- 34:55not confusion.
- 34:56It's not incompetence, at least not alone.
- 34:59And it isn't merely a case of leaders
- 35:02blundering around in the dark.
- 35:04Some of that of course is certainly true.
- 35:07Some of the people speaking publicly sound like
- 35:10they're deranged.
- 35:12You know, you listen to not Netanyahu.
- 35:16That guy's out there.
- 35:17Okay.
- 35:18If you listen to ours, typical spokesman, you
- 35:21know you get your Lindsey Graham's, that guy's
- 35:23nuts.
- 35:24You know, in my humble view you know,
- 35:26morally numb, ignorant people that are out there
- 35:30talking about this.
- 35:32Oh, you know, it's, we've got to take
- 35:34care of dictators around the planet.
- 35:36No, we don't.
- 35:38Let them take care of their own damn
- 35:40dictators.
- 35:40We don't have anything to do with it.
- 35:42If you cannot fully control the rising world,
- 35:45you can still try to make it's credible,
- 35:47critical nodes unstable.
- 35:49So if Israel and the U S can
- 35:51continue to paint Iran as the goon squad
- 35:55and that they're going to, you know, lob
- 35:58a nuclear weapon when Netanyahu finally throws out
- 36:04the bomb, it'll be not his fault at
- 36:07all.
- 36:09That's the way it goes.
- 36:10It's not his fault.
- 36:11You know, he didn't do it.
- 36:13He was forced to just like he's forced
- 36:15to invade.
- 36:16Now he's forced to bomb the crap out
- 36:19of Southern Lebanon.
- 36:21Now it's nonsense, right?
- 36:24So if they obviously are not in control
- 36:27of the world anymore and they're taking some
- 36:30desperate measures here right at the end of
- 36:33that dominance, if you can't stop your energy
- 36:36dependence from reconfiguring toward your greatest rivals, Russia,
- 36:42China, India, you can threaten the channels through
- 36:46which that dependence is managed, right?
- 36:49And suddenly what looked like chaos in the
- 36:52beginning begins to resemble the method that we
- 36:55have used for years now.
- 36:57And it's a new method.
- 36:58They have to do something like this or
- 37:00you know, you can't say that what they're
- 37:02not, what they're doing is not logical.
- 37:05It's logical from the point of view of
- 37:07a, of a flailing and, and a drowning
- 37:10world order from 30 to 50 years ago.
- 37:16This doesn't mean that every actor in that
- 37:18field wants the same thing.
- 37:20Far from it.
- 37:21Israel has its own logic, its own obsession
- 37:24and its own internal politics, its own ambitions.
- 37:27It wants more, more land.
- 37:30You got people down there slaughtering with abandon
- 37:34and these are private citizens.
- 37:36They've opened it up for settlement.
- 37:38You know what that means?
- 37:39It means go in and kill people and
- 37:41take their land.
- 37:42That's what's going on right now.
- 37:44Believe it or not, that's what's happening.
- 37:46Um, its own strategic, its own relationship to
- 37:50permanent war.
- 37:50It loves permanent war.
- 37:52It wants permanent war.
- 37:53It thinks it's the strongest to attend 11
- 37:56million people in the world.
- 37:59They think they're a superpower.
- 38:00They are because they got nuclear weapons and
- 38:03Trump has his own logic.
- 38:05If you can find it, you know, whether
- 38:07it's ego, theater, domination, impulses, methodology, grievances, you
- 38:12know, he's always aggrieved somehow.
- 38:15Those stupid people before me didn't know what
- 38:17the hell's going on.
- 38:18And I do.
- 38:19And he has a breathtaking indifference to long
- 38:22term coherence of anything he has fully bought
- 38:27into.
- 38:28Um, you know, I'm in charge period.
- 38:32The American deep state, if we have to
- 38:34use that term has its own continuity of
- 38:37purpose.
- 38:37And right now it's in lockstep with Donald
- 38:40Trump because it's broader than any one president
- 38:44and far more patient than Trump's public tantrums.
- 38:48Europe has weakness that is masquerading as a
- 38:52democratic principles, right?
- 38:54Russia has opportunity and danger all at the
- 38:57same time.
- 38:57China sees risk exposure and longterm advantage.
- 39:02The Gulf monarchies are watching their own vulnerability
- 39:05right now.
- 39:07So this isn't some choir singing from one
- 39:09sheet of music.
- 39:10It is a system under a massive amount
- 39:13of stress and each actor is responding to
- 39:16that stress from his own position.
- 39:19And that is where I think the Russian
- 39:21commentary from Lavrov, despite its obvious bias is
- 39:25pretty useful and everybody's got their obvious biases.
- 39:28You have to read that in when you,
- 39:30uh, when you listen to it, that's how
- 39:31it works.
- 39:32Uh, because it keeps dragging the discussion back
- 39:35towards structure, just like China, by the way.
- 39:37And just like India, by the way, it
- 39:39asks questions like who controls the corridors, who
- 39:42bears the cost, who can wait, who can
- 39:45absorb the shock, who benefits from prolonged instability,
- 39:50United States, by the way, who gains from
- 39:53more costly oil, who loses from unreliable shipping,
- 39:57who's trying to force whom into what hierarchy.
- 40:02These are adult questions and they're the right
- 40:04questions.
- 40:05Compare that with the child is nonsense.
- 40:07We get ill over the West.
- 40:09Is this good for Trump?
- 40:10Is Netanyahu overplaying his hand?
- 40:13Will Iran blink?
- 40:14Is this escalation a symbol?
- 40:17You know, this isn't analysis is gossip.
- 40:19You know, it's theater, just like I say.
- 40:21So let me say something else about time
- 40:23because, uh, you know, it's also misunderstood.
- 40:27You hear warnings about catastrophe and assume that
- 40:29if catastrophe doesn't show up immediately, then the
- 40:33warning has to have been overblown.
- 40:36But hang on coffee drinkers of America unite,
- 40:43but strategic crises do not always announce themselves
- 40:48with a single clean, um, press conference, right?
- 40:52They begin as a progressive corrosion, which we've
- 40:56been watching for a while.
- 40:57Confidence weakens first behavior changes.
- 41:01The contingency plan is a permanent policy.
- 41:04The financial distortion sets in.
- 41:07I mean, think about the story.
- 41:08I just read to you.
- 41:10We can't come up with a budget and
- 41:12the budget goes October to October.
- 41:14We're in freaking March and we're talking about
- 41:17a government shutdown because we can't figure out
- 41:21how to pay department.
- 41:23Oh, lab services is BS.
- 41:26I mean, what kind of country do we
- 41:27live in?
- 41:28Who's the third world country?
- 41:29The one with a what?
- 41:3140 trillion nearly in debt.
- 41:34What are we?
- 41:34We passed 39.
- 41:35I want to say, and a nearly 40
- 41:39trillion in debt or, you know, somebody who
- 41:45doesn't have any debt at all, far, far
- 41:49less, uh, which is Russia, by the way.
- 41:52And, uh, China didn't have a lot of
- 41:54debt either.
- 41:55Nowhere close to what we have.
- 41:59So this contingency planning, financial distortion, alliances, fraying,
- 42:06domestic politics are crap.
- 42:09And the military move that would once have
- 42:11been unthinkable is now thinkable because the ground
- 42:14has been prepared psychologically and structurally in that
- 42:18sense, the crisis is not waiting for the
- 42:20future.
- 42:21It's already underway.
- 42:22Uh, that is why I want to talk
- 42:25about, uh, something that is not just another
- 42:28middle Eastern war.
- 42:29This is not a replay of the sectarian
- 42:33script of, uh, you know, dictators.
- 42:35There are dictators over there.
- 42:37They're all dictators.
- 42:39You think it's not a dictator in Qatar?
- 42:41Who's one of our greatest friends and allies.
- 42:43The guy's a Prince.
- 42:44He's in charge period.
- 42:47That's it.
- 42:48That's a monarchy, but that's okay.
- 42:51We're allowed to have monarchies, you know, long
- 42:53as they're friendly to us, but you can't
- 42:56be a monarchy or a, uh, uh, a
- 42:58one rule family in Iran or anywhere else
- 43:02for that matter.
- 43:03And what business is it of ours, whether
- 43:05they act like Qatar or whether they act
- 43:07like, I don't know, any of the other
- 43:09places over there, Saudi is run by a
- 43:11Prince.
- 43:12Okay.
- 43:13Emir or something like that.
- 43:15What are they, what they call the guy,
- 43:16a future control of strategic flows in a
- 43:18world that no longer agrees on who is
- 43:21entitled to control them.
- 43:23The Gulf States aren't even in agreement that
- 43:26the U S can come in and run
- 43:27it like they want.
- 43:28The American troops being booted out of Iraq
- 43:31is a big deal.
- 43:32And they actually had to ask for more
- 43:34time to get their people out.
- 43:36NATO troops had to beg yesterday to get
- 43:39out and they're out.
- 43:42And I doubt they ever get let back
- 43:43in.
- 43:44Okay.
- 43:45So, you know, stop thinking about this as
- 43:49a box called Iran.
- 43:51Iran's just, you know, a small node.
- 43:54It is not the story.
- 43:56The real story is the system, the energy
- 43:58routes, the financial assumptions around them, the alliances
- 44:02and the fear surrounding all of it, the
- 44:05rebalancing that is going on.
- 44:09Once you start looking at it this way,
- 44:11it's not, it's, it's a lot more interesting,
- 44:14not who started it, not who said what
- 44:17on TV, not even who can score the
- 44:19next tactical or political point, but rather who
- 44:22is trying to reshape the map of dependence
- 44:25and who's trying to survive the reshaping and
- 44:30who's planning to inherit the order that emerges
- 44:33afterward.
- 44:35So I watched that Brian Berlitic that I
- 44:38was telling you about and I found it
- 44:40quite interesting.
- 44:42Now that we've talked about this conflict, it's
- 44:45more systemic.
- 44:46The next thing we have to do is
- 44:49confront how it's actually being managed or in
- 44:53my view mismanaged by the people supposedly trying
- 44:56to be in control of it.
- 44:58Because one of the most striking things you
- 45:00see is that a number of conflicts is
- 45:03that the doctrine can be summarized very simply.
- 45:09Escalation now we'll deal with the problems that
- 45:12it brings to us later.
- 45:14That's almost too crude to be real, but
- 45:16it's absolutely real.
- 45:17The one upsmanship and the gamesmanship and the
- 45:20I'm, I got the bigger wiener than you
- 45:22here is, is, is ongoing.
- 45:24It is crude, but true.
- 45:27That's all this is.
- 45:28You know, you got a bunch of, you
- 45:30know, the big football players in the locker
- 45:33and the small wimp over in Iran and
- 45:36that's what we got.
- 45:37That's what we got.
- 45:39I don't believe that's reality, but that's what
- 45:41people think we got.
- 45:43If you watch us TV, uh, you, you
- 45:45know, what about the language of deterrence?
- 45:47Doesn't exist.
- 45:48Sending a message, still restoring credibility.
- 45:52None of those things matter.
- 45:53But when you ask for obvious followup, what
- 45:56happens after the message has been sent?
- 45:58What does success actually look like?
- 46:01What is the structure of the piece that
- 46:04follows?
- 46:04You either get silence total or a slogan.
- 46:09We're going to take out a dictator.
- 46:11Well, you already did that.
- 46:12Now what?
- 46:13So you did that.
- 46:14It allegedly in Venezuela, that's not what you
- 46:16did.
- 46:17You just put in the next generation and
- 46:19that's the exact same thing you did in
- 46:21Iran.
- 46:22You put in the next generation.
- 46:23Why won't you stop now?
- 46:25Maybe you have a, how about, how about
- 46:28Iran sends you 50?
- 46:30What was, how many was it?
- 46:3150 billion barrels of oil for free.
- 46:33We got to steal 50 billion barrels from
- 46:35Venezuela.
- 46:36Yay.
- 46:37It's not about narco terrorism, not remotely.
- 46:40It's about something else.
- 46:43So this is where the analytics come into
- 46:46play.
- 46:47You don't have to accept every element of
- 46:49my argument, uh, you know, to explain the
- 46:52behavior of the official narrative, because, uh, you
- 46:56know, when you think about it, that's where
- 47:00the tension exists and it's worth laying out,
- 47:04you know, something for you.
- 47:05One is that Israel under Netanyahu is the
- 47:09primary driver that has been pushing for confrontation
- 47:13and war with Iran for years.
- 47:17Um, and Israel claims it's existential.
- 47:20Iran definitely sees this as existential and they're
- 47:23not going to budge because of it.
- 47:24They're not, you know, they think they're in
- 47:26a fight for their very existence and trust
- 47:28me, they are.
- 47:29Now the U S is coming out and
- 47:31saying, we want to tear this up into
- 47:32little chunks.
- 47:33They'd rather have 50 different independent local monarchies
- 47:37than one big Iranian monarchy.
- 47:40That's what they're trying to do.
- 47:42They give a crap about a dictatorship.
- 47:44It doesn't matter.
- 47:46So the alternative view, and this is where
- 47:48Berlitz issue came in is that the U
- 47:50S is not being dragged by Netanyahu, but
- 47:55is instead permitting Netanyahu to act on their
- 47:59behalf and shaping the escalation because it serves
- 48:02the United States as larger strategic purpose.
- 48:06And in that version, Israel isn't the, you
- 48:09know, master of ceremonies, but is an accelerant,
- 48:13you know, a very willing accelerant, a forward
- 48:16instrument, a partner, an aggressive partner whose aggression
- 48:20can be folded into a broad design.
- 48:24If that's true, which I believe it is,
- 48:28the picture is changing dramatically because now you're
- 48:31not dealing with a superpower being manipulated.
- 48:34You're dealing with a superpower that is perfectly
- 48:37aware of the manipulation and is proved proceeding
- 48:41anyway because it believes the longterm strategic payoff
- 48:45justifies immediate stability.
- 48:47Now I'm not saying that everything is centrally
- 48:50controlled or that every actor is following a
- 48:52slit, a script world is far too complex,
- 48:56but there is a difference between total control
- 48:59and direction.
- 49:00I don't believe the deep state ever was
- 49:03totally a control.
- 49:04I think they're, you know, they all have
- 49:06the same goals financially and power structure that
- 49:14they have always had.
- 49:16And this is very much like a similar
- 49:19situation.
- 49:20So there was a lady I also watched
- 49:24named, uh, Kareen Givorgian and her analysis was
- 49:28pretty useful because it talked about a concept
- 49:33that's ignored in the West.
- 49:35The idea that escalation between major powers doesn't
- 49:40produce a clear winner among the powers.
- 49:42Instead it creates a space for a third
- 49:45force actors who are not at the center
- 49:49of the conflict, but are who are able
- 49:51to take advantage of the natural disorder that
- 49:55surrounds it.
- 49:56And that's a shift because traditional model is
- 50:01binary.
- 50:02One side wins, the other side loses.
- 50:04But what she was describing is something to
- 50:06what we see in a number of historic
- 50:08situations where the direct participants exhaust themselves, weaken
- 50:13their own positions, disrupt their own system, and
- 50:16in the process create an open space for
- 50:19somebody else to step in.
- 50:23And I think that's very real possibility here.
- 50:27So let's ask a different question, not just
- 50:30who is escalating, but who benefits from the
- 50:33escalation continuing.
- 50:34And this is where it's much more complicated
- 50:37because the benefits aren't even evenly distributed.
- 50:41They're not even immediate.
- 50:43Some actors benefit from high energy prices today.
- 50:46Some benefit from a disruption to their competitors.
- 50:49Some benefit from the opportunities of rebuilding and
- 50:53some benefit from weakening of alliances and others
- 50:58are benefiting just because they're not caught in
- 51:00the middle of the storm, Russia.
- 51:02And this is why the lack of a
- 51:04clear end game, because we don't have one
- 51:07isn't just a failure of planning.
- 51:10It's at least in part a reflection of
- 51:13the fact that for some of the key
- 51:14players the process is the objective.
- 51:18That's America.
- 51:19The process is the objective.
- 51:23Prolonged instability, continued war, another 200 billion that
- 51:30the military industrial complex gets to spread around
- 51:35as it sees fit.
- 51:38That serves as the strategic purpose itself.
- 51:41It reshapes economic markets.
- 51:44It reshapes political alignment.
- 51:47It creates new dependency and new security.
- 51:51It opens doors that might otherwise be closed.
- 51:55Now that is dangerous because the assumption underlying
- 51:59it is that the instability can itself be
- 52:01contained, that it can be calibrated, that it
- 52:04can be increased or decreased as needed.
- 52:06But history isn't that kind of assumption.
- 52:10A factor doesn't take it into place time
- 52:14and again.
- 52:14We've watched where actors believe they're managing escalation
- 52:18and all they're doing is managing the, the,
- 52:23the deep state.
- 52:24If you want to call it that Afghanistan
- 52:26for 20 years, Iraq for Jesus, we just
- 52:29left there.
- 52:30The line between pressure and chaos isn't always
- 52:34where people think it is.
- 52:36And so I would watch Lavrov because you
- 52:39know, the, the sick part is he's the,
- 52:42he's the only adult in the room that
- 52:44I'm watching.
- 52:46Well, it's not true.
- 52:47Not the only, but there aren't any here.
- 52:49I'm trying to find one.
- 52:51Here's a joke.
- 52:52And Lavrov, you should watch his, his, his
- 52:56interview yesterday with a guy.
- 52:59Jesus, I can't remember pier V canal, the
- 53:04first, first channel one, I suppose it would
- 53:06be.
- 53:07He talks about international law, mutual restraint, negotiated
- 53:11boundaries are no longer the governing principle.
- 53:16He was blunt.
- 53:16He says that what we are seeing is
- 53:18a return to a world in which power
- 53:20is exercise for its own sake and no
- 53:25constraint.
- 53:26And whether you agree with his interpretation or
- 53:28not, you can't deny what we're watching.
- 53:31Targeted killings, decapitation strikes taking out.
- 53:35That's illegal by the way, attacking people's energy
- 53:39infrastructure.
- 53:40Like Donald Trump is talking about going in
- 53:43and bombing the hell out of all your
- 53:44power plants.
- 53:45That is a war crime in case you
- 53:51were wondering.
- 53:52And now we're just, yeah, go get them,
- 53:55bomb their nuclear plants.
- 53:56That's a war crime sanctions as a weapon,
- 54:00selective application of rules.
- 54:02That's continual.
- 54:03It's been that way for at least my
- 54:05entire lifetime and doesn't exactly inspire confidence in
- 54:10stability of our old system.
- 54:12So when you combine these elements, the willingness
- 54:15to escalate without a clearly defined end game,
- 54:20the possibility that escalation is serving a broader
- 54:22strategic objective, continue the war at all costs.
- 54:27The emergence of third actors who benefit from
- 54:30this instability and the erosion of the norms
- 54:33that once constrained people, you begin to see
- 54:36this situation is very different.
- 54:38It isn't just another cycle.
- 54:39It's a different kind of cycle.
- 54:42And that brings us back to the problem
- 54:44we were talking about.
- 54:45If you're escalating with no map, if you're
- 54:47applying pressure without a clearly articulated structure for
- 54:51what comes next, then you are just gambling.
- 54:54That's all we're doing.
- 54:55Not with your own position, but with the
- 54:57system itself.
- 54:58And in a world that is already more
- 55:00fragmented and more sensitive disruption, it's not a
- 55:05small gamble.
- 55:07Once this prospect, prospect prospect begins, the actors
- 55:13adjust.
- 55:15And once the markets adjust other alliances begin
- 55:19to wobble, you can't just declare the experiment
- 55:22is over and we'll go back to what
- 55:24we said.
- 55:25And that's what we're experiencing right now.
- 55:27So before, you know, we move on, look
- 55:31at the pattern of escalation with no clearly
- 55:34defined destination.
- 55:35We have no idea what we're doing.
- 55:37Donald Trump changes his mind every single day.
- 55:41And I wonder what today's change is going
- 55:43to be.
- 55:44So the energy system itself is the real
- 55:48battlefield.
- 55:49What have I said on this show before?
- 55:51Multiple times, similar to, uh, uh, uh, what
- 55:56was the name of the show with, uh,
- 55:58um, Kevin Costner, build it and they will
- 56:03come, you know, uh, the field of dreams
- 56:06or whatever it was called.
- 56:07Um, you know, build it.
- 56:09If you can control the system, you control
- 56:13the logistics, you control the infrastructure.
- 56:18Then you can control the energy battlefield, right?
- 56:23The modern world runs on energy.
- 56:27Uh, ships move, planes fly, fertilizer is produced,
- 56:32food is transported.
- 56:34Industry depends on it.
- 56:36Your, your heat, Sam being cold depends on
- 56:40it.
- 56:40Electricity depends on it.
- 56:42Most importantly, the entire financial and economic structure
- 56:47that people take for granted is built on
- 56:49the assumption that energy will continue to be
- 56:53available and flow in a predictable way.
- 56:57When you look at the map, not a
- 56:58political map, but a map of alliances and
- 57:01borders, um, you know, energy flow we're talking
- 57:05about, you see the world quite a bit
- 57:07differently.
- 57:07You see pipelines, shipping lanes, choke points or
- 57:11moves, terminals, refineries, transit quarters.
- 57:16You see narrow passages or moves through which
- 57:19enormous volumes of oil and gas must pass.
- 57:25We hear that name pretty often, but most
- 57:28people don't grasp what it represents.
- 57:30This isn't just another strategic location.
- 57:33This is one of the most critical arteries
- 57:35in the global energy system.
- 57:37A significant portion of the world's oil passes
- 57:41through that narrow stretch, literally the bottleneck through
- 57:46which the lifeblood of the global economy must
- 57:50flow.
- 57:52And you know, I watched another Jeffrey Sachs
- 57:55analysis this weekend too, because he cuts through
- 57:59the noise and reminds us that, uh, something
- 58:02is so obvious, but it gets ignored.
- 58:05You don't need a full closure of the
- 58:07Strait of Hormuz to create a crisis.
- 58:09You do not need to physically block every
- 58:11tanker.
- 58:11You do not even need a dramatic cinematic
- 58:13moment where the world suddenly realizes that this
- 58:16is an important spot.
- 58:18All you need is a critical, credible risk
- 58:21to that system.
- 58:22And we already have that.
- 58:24By the way, Iran says we haven't closed
- 58:26it.
- 58:27You know, we're letting our ships through.
- 58:29And if your ships want to pay, they
- 58:31can get through too.
- 58:32We'll let them through.
- 58:34But you know, we're tired of being treated
- 58:37this way and we control the straight.
- 58:40And I'm not so sure that, uh, uh,
- 58:42you know, let's say that hard, uh, uh,
- 58:45car, car, that, uh, Island, that they take
- 58:48it.
- 58:48If you think that I ran, which has
- 58:51bombed the crap out of several things over
- 58:53the last couple of days, when that, when
- 58:55Donald Trump says, you open the straight, it's
- 58:58a horror moves.
- 58:58And they say it's already open.
- 59:00And they're just open to ships, uh, paying
- 59:03in Yuan.
- 59:05It's open.
- 59:06You want to pay in Chinese currency.
- 59:08Great.
- 59:09China's far more stable than you nut jobs
- 59:11in the West.
- 59:12If you want to pay in that currency,
- 59:14then we're willing to keep the, the, the
- 59:17straight open and we'll accept that.
- 59:19Or you want to pay the Piper, you
- 59:21know, we'll let it go.
- 59:22But we're tired of being your whipping boy.
- 59:24And, uh, insurance is noticing insurance is all
- 59:28about it.
- 59:28Supply chain has done.
- 59:29I'm not saying I agree with this.
- 59:31I'm just saying, this is reality.
- 59:33Okay.
- 59:33And so people don't get it.
- 59:35They're waiting for the next event for Trump
- 59:37to go in and blow up Garg Island.
- 59:39That's going to help, right?
- 59:40Uh, that'll help.
- 59:42Not at all.
- 59:42Or if he takes it over, you know,
- 59:44what's going to happen.
- 59:45Then Iran's going to destroy it.
- 59:48No doubt.
- 59:49This is an existential threat for them.
- 59:52This is the end game.
- 59:53We are at the end game and there
- 59:56ain't no way.
- 59:58Think about this.
- 59:59Like, uh, Afghanistan, think of it like Iraq
- 1:00:03and any other of the jokes of wars
- 1:00:06we've been involved in, in the last 30
- 1:00:08years in the middle East.
- 1:00:09Number one, none of them want us there.
- 1:00:12Number two, they have no positive end game
- 1:00:17and concept of us being, they don't want
- 1:00:20us to be like we were in Europe
- 1:00:22all over all of military bases, us military
- 1:00:26bases all over in a world where energy
- 1:00:29is critical.
- 1:00:30They're, they're changing.
- 1:00:30They're changing the way they think Qatar, a
- 1:00:33dictatorship, a monarchy, by the way, just so
- 1:00:38you know, uh, and, and, and I'm not
- 1:00:40against it.
- 1:00:41I don't care.
- 1:00:41It's not my country.
- 1:00:42It's a beautiful country, regardless of who's running
- 1:00:44it.
- 1:00:45It's beautiful.
- 1:00:46They know they're not going to be beautiful
- 1:00:48if they don't do something about this.
- 1:00:50And there, you know, they may join, they
- 1:00:53may be part of the coalition, but they
- 1:00:54don't have much to add.
- 1:00:55There's only 347,000 total there anyway.
- 1:00:59They don't, they, what kind of army do
- 1:01:01they have?
- 1:01:02It's not large.
- 1:01:04They're dependent upon that kind of thing.
- 1:01:06And they've been a great middleman for both
- 1:01:09sides and for Hezbollah, for Iran, for Israel,
- 1:01:14for all of them.
- 1:01:15And what Israel reward them with bomb the
- 1:01:17hell out of them.
- 1:01:18Didn't say a word about it beforehand, nonsense.
- 1:01:20So the conversation about Iran is interesting in
- 1:01:24this regard, because Iran is not just another
- 1:01:26country in the middle East.
- 1:01:27It's a, it's proximity to one of the
- 1:01:30most important energy choke points in the world.
- 1:01:34And as the capability, not necessarily permanently, but
- 1:01:39to make hormones unreliable, no matter what, the
- 1:01:44U S isn't going to stop that by
- 1:01:46putting a few warships there.
- 1:01:47Okay.
- 1:01:48To introduce uncertainty, to raise the cost of
- 1:01:51using it, to force adjustments in behavior.
- 1:01:54You don't have to believe in total control
- 1:01:57to exercise influence.
- 1:01:58You only need the ability to create doubt
- 1:02:00and risk.
- 1:02:02So connect that to the broad geopolitical picture.
- 1:02:05If you're China and you rely on imports
- 1:02:07to pass through these routes, the stability in
- 1:02:09the Gulf is not a regional concern.
- 1:02:11It's a core strategic interest and we're watching
- 1:02:14them already sign new contracts with Russia for
- 1:02:18natural gas and for more oil.
- 1:02:21And they have the two big pipelines that
- 1:02:23come through the Southeastern part of Russia.
- 1:02:27And now, and those are, those are pipelines.
- 1:02:31They're there and they have a huge volume
- 1:02:34going through there and they're connecting them through
- 1:02:37other routes as well.
- 1:02:39And, uh, and China is taking more because
- 1:02:42of the instability that's going on.
- 1:02:44And China's watching quietly.
- 1:02:46You know, if you're the United States, you
- 1:02:47might believe that you are less vulnerable, but
- 1:02:50you're still tied to this global system.
- 1:02:52Uh, even if you have all just your,
- 1:02:55your own, um, you are a net exporter,
- 1:03:00not a net importer, but even so we're
- 1:03:03still paying.
- 1:03:03So the argument put forward by Berlitic is
- 1:03:06particularly provocative.
- 1:03:08He suggests that the goal isn't to shut
- 1:03:10down the flows, but destabilize them in a
- 1:03:13way that impose costs on competitors, particularly China.
- 1:03:18That's what Trump is doing.
- 1:03:20He's trying to make it expensive for China.
- 1:03:23Remember what he said last week?
- 1:03:24There was a conversations about, well, you have
- 1:03:27to go back to the petrodollar cause that's
- 1:03:29not happening anymore.
- 1:03:30And we're losing our assets because of it.
- 1:03:33So he wants to force them back to
- 1:03:35the petrodollar.
- 1:03:35I heard a, uh, one of the, um,
- 1:03:38recent shows that I watched said that if
- 1:03:40Iran comes back in and agrees to do
- 1:03:43everything in dollars again, with their own natural
- 1:03:47resources, then, you know, and give up on
- 1:03:51the hormones and you know, whatever, anything, anything
- 1:03:54else that Israel wants and that the U
- 1:03:55S O force, um, then we can have
- 1:04:00some sort of agreement.
- 1:04:01You must agree to this, but whether you
- 1:04:03fully accept that argument or not, it, it,
- 1:04:05uh, provides a lens through which certain actions
- 1:04:09make more sense than they do today.
- 1:04:12If the goal was simply to eliminate a
- 1:04:14threat, it's already gone.
- 1:04:16You killed off the top.
- 1:04:18You know, Trump says we already won.
- 1:04:19We already killed all those guys.
- 1:04:21Then you would expect to see a strong
- 1:04:23emphasis on deescalation on negotiation, on a clear
- 1:04:26end state.
- 1:04:27We don't even know what the end state
- 1:04:29is, but the goal includes managed instability.
- 1:04:34If that's what we're looking for, then the
- 1:04:36pattern is quite a bit different.
- 1:04:38You see repeat pressure points, you see actions
- 1:04:40that increase risk, but they don't resolve anything.
- 1:04:43You see a willingness to operate in a
- 1:04:46gray zone if not completely out of control.
- 1:04:50But the critical thing is this kind of
- 1:04:53strategy carries itself enormous risk.
- 1:04:56Cause while you may intend to create a
- 1:04:58controlled instability, you're operating that a system that
- 1:05:02is inherently sensitive to such risk.
- 1:05:05A small disruption will have a large effect.
- 1:05:08Miscalculation is a big mistake and once confidence
- 1:05:12is eroded, you're not going to restore it.
- 1:05:16So there was an Iranian guy named Morandi
- 1:05:19who I watched as well.
- 1:05:21So he had an interview and he reminds
- 1:05:23us that Iran is not a passive actor.
- 1:05:26It's not waiting to be pressured.
- 1:05:28It has prepared for this scenario.
- 1:05:32Thus the weapons show of what they have
- 1:05:36and they are not running out anytime soon.
- 1:05:40It has developed capabilities designed to operate just
- 1:05:45under this type of conflict.
- 1:05:48It is considered how to respond in ways
- 1:05:51that impose costs and you know, but they
- 1:05:57don't invite immediate and I don't invite Netanyahu
- 1:06:01pushing a nuclear bomb just yet cause we
- 1:06:04know that's where it's come from.
- 1:06:05At least I know, you know, you can
- 1:06:07call me wrong, you can call me a
- 1:06:09nut, but don't think so.
- 1:06:11So now that the picture is all complex
- 1:06:15and you have a system that depends on
- 1:06:16a stable energy flow and you have actors
- 1:06:19willing to introduce instability, the U S and
- 1:06:23you have other actors capable of responding in
- 1:06:26ways that will amplify the instability.
- 1:06:29I ran that isn't a representation or rep
- 1:06:33recipe for control.
- 1:06:35It's increased volatility.
- 1:06:38So when you hear discussions about Iran, about
- 1:06:41strikes, about response, about deterrence, you need to
- 1:06:44keep thinking of something else.
- 1:06:45Very simple, a very fundamental question at the
- 1:06:50end, who controls the flow of energy in
- 1:06:54a world where the flow can no longer
- 1:06:57be taken for granted.
- 1:06:59If you, if the, if the flow is
- 1:07:04out, you know, is instable like it is,
- 1:07:07that answer to the question is going to
- 1:07:10reshape absolutely everything else and it'll shape economic
- 1:07:15outcomes and political stability and alliances at the
- 1:07:20end and the balance of power overall.
- 1:07:24And right now that question isn't even being
- 1:07:26discussed.
- 1:07:27It's being contested not through direct confrontation, but
- 1:07:31through positioning through signaling through, uh, well, I
- 1:07:35don't know, creation of more risk mismanagement of
- 1:07:39expectations.
- 1:07:41That's why this matters.
- 1:07:43That is why it's important.
- 1:07:46Okay.
- 1:07:49And let's see now that we've established that
- 1:07:54this isn't a local conflict, this is a
- 1:07:56global conflict already and that escalation is proceeding
- 1:08:00without a clearly defined destination.
- 1:08:02Nobody knows where we're going.
- 1:08:04I don't even think Trump has, he hasn't
- 1:08:06articulated it well if he does.
- 1:08:08And the real battlefield is the energy system
- 1:08:11itself.
- 1:08:13We need to turn to a question that
- 1:08:14is in many ways even more important than
- 1:08:16anything we've covered so far.
- 1:08:18And Lavrov brought it out pretty well.
- 1:08:21He, uh, he's impossible to ignore.
- 1:08:25Now Burletic, the Iranian guy, Mamdani or whatever
- 1:08:29his name was, um, they are talking theoretical.
- 1:08:33Um, they are talking structural, economic, uh, and
- 1:08:38then analytical.
- 1:08:39But this guy Lavrov is acting as inside
- 1:08:43the state powered systems themselves.
- 1:08:46He's part of the issue.
- 1:08:48And when he talks, you can't ignore him.
- 1:08:50Not because he's neutral.
- 1:08:51He's not, not because he's beyond criticism.
- 1:08:54He's not, but because he's one of few
- 1:08:56figures that speaks consistently at a state level
- 1:09:00who describes what is happening in terms that
- 1:09:02go beyond the immediate crisis.
- 1:09:05He isn't talking about good versus evil.
- 1:09:08He also isn't talking about Iran as an
- 1:09:10isolated case.
- 1:09:11He isn't talking about Israel as an isolated
- 1:09:14actor.
- 1:09:15He's talking about the breakdown of the operating
- 1:09:19system of international relations.
- 1:09:21And that's a different level of analysis than
- 1:09:24what most audiences are given.
- 1:09:27That's why I think he's a hell of
- 1:09:30a lot smarter or at least more realistic
- 1:09:35than the rest of them.
- 1:09:36He ain't selling you some kind of a
- 1:09:38theater, some kind of a TV show, some
- 1:09:41kind of a, who wants to be a
- 1:09:42millionaire program.
- 1:09:44You know, uh, what was the one that
- 1:09:46Donald Trump had?
- 1:09:47Um, where he sells, you know, people would
- 1:09:50let's make a deal or whatever it was
- 1:09:52he was doing where people would sell him
- 1:09:54their ideas.
- 1:09:55He ain't doing that.
- 1:09:56Lavrov's not doing that.
- 1:09:57He's saying, watch people.
- 1:09:59It's getting destroyed right before your eyes.
- 1:10:02And his central argument, which I've heard fairly
- 1:10:08often in one form or another is the
- 1:10:12world is moving away what was once described
- 1:10:15optimistically as this rules based order.
- 1:10:19The only people that cling to that are
- 1:10:21the people who never followed those rules in
- 1:10:23the first place.
- 1:10:24And now it's going to a system in
- 1:10:26which power is exercised more directly.
- 1:10:29We're the biggest, we're the biggest, baddest player
- 1:10:31on the block.
- 1:10:32We're the biggest bully and therefore we get
- 1:10:34to do what we want, uh, more selectively
- 1:10:37and with no constraint.
- 1:10:38That's what's happening.
- 1:10:40Now the word rules based or the phrase
- 1:10:42rules based order is a bit of a
- 1:10:44marketing scam anyway, because those rules were never
- 1:10:47applied evenly.
- 1:10:48But what Lavrov is pointing to isn't just
- 1:10:51a hypocrisy of that.
- 1:10:52He's pointing to a shift in other people's
- 1:10:55behavior based on the fact that everybody says
- 1:10:57it is now just a hypocrisy, a shift
- 1:11:01in even the pretense that there's some kind
- 1:11:03of a universal rule, that there's some kind
- 1:11:05of a UN charter.
- 1:11:07Nobody's paying attention to it in the West.
- 1:11:09The only people they try to apply it
- 1:11:10to is not themselves.
- 1:11:13You know, he's, he said, uh, the universal
- 1:11:16rules pretense is less important than the assertion
- 1:11:20of force sanctions, economic pressure, and strategic positioning.
- 1:11:26And apparently we're all about that here now.
- 1:11:29Now we, you know, Donald Trump can just
- 1:11:31say, I'm the rules based order, period, end
- 1:11:34of sentence, move on.
- 1:11:37I'm going to send my army and I'm
- 1:11:38going to take care of you.
- 1:11:39Well, good luck with that theory too, because
- 1:11:41it'll be another 20 year war.
- 1:11:44So when Lavrov talks about this, he often
- 1:11:46ties it to energy and that is where
- 1:11:49his perspective is relevant to what I already
- 1:11:51talked about.
- 1:11:52He says that Western policy, particularly American policy
- 1:11:55is increasingly treating energy not as a commodity,
- 1:11:59but as a control lever, sanctions on Russian
- 1:12:02energy, pressure on European supply interventions in countries
- 1:12:06like Venezuela and Iran.
- 1:12:07All of these, according to Lavrov, aren't separate
- 1:12:11policy decisions, but are part of a broader
- 1:12:13effort to shape who produces the energy, who
- 1:12:16consumes it and under what conditions, when you
- 1:12:20place that argument alongside what we've already talked
- 1:12:23about, choke points, about harmoos, about risk, about
- 1:12:27vulnerability, you begin to see that these are
- 1:12:30not competing narratives.
- 1:12:32They're just a different description of the same
- 1:12:35reality.
- 1:12:37Now you don't have to accept Lavrov's framing
- 1:12:39to recognize that it's internally consistent.
- 1:12:42In fact, you shouldn't accept it because, uh,
- 1:12:46you know, you can't rely on the perspective
- 1:12:48of only one actor when coming up with
- 1:12:50a thesis, especially one so deeply involved in
- 1:12:54the conflict itself.
- 1:12:55But you should compare his statements with observable
- 1:13:00behavior.
- 1:13:01You should ask whether the actions we are
- 1:13:03seeing targeted strikes, economic warfare, selective enforcement, shifting
- 1:13:11justification, depending upon who you're talking to, whether
- 1:13:15they're part of a rules-based framework or
- 1:13:18a power-based framework.
- 1:13:20And when you do that, honestly, truthfully, you
- 1:13:25can't, it's, it's hard to argue that the
- 1:13:27old order, which is us, is functioning the
- 1:13:31way it once did, even if it never
- 1:13:34functioned perfectly to begin with.
- 1:13:36We never followed the rules base order, but
- 1:13:39now forget about it.
- 1:13:40Nobody's paying attention because they know that the
- 1:13:42rules do not apply.
- 1:13:45Um, China isn't responding.
- 1:13:48Russia isn't responding to the situation with a
- 1:13:50dramatic military jester.
- 1:13:52It's responding with caution, with observation and long
- 1:13:57term repositioning.
- 1:14:00It understands that its own economy depends heavily
- 1:14:04on energy flow that passes through vulnerable regions.
- 1:14:08You saw by the way, that sanctions are
- 1:14:11lifted on Iran by Trump they're lifted 30
- 1:14:17days lifted, no sanctions.
- 1:14:19He needs that oil to flow.
- 1:14:21If that doesn't tell you something extreme, you're
- 1:14:26not paying attention.
- 1:14:27And, uh, Russia, no, no, uh, no, uh,
- 1:14:31no sanctions for, for, for oil in certain
- 1:14:34areas.
- 1:14:34India can buy oil from whoever they want.
- 1:14:39And they always did anyway.
- 1:14:41But now Besant is claiming it was his
- 1:14:43idea.
- 1:14:45I allowed them to, you know, Donald Trump's
- 1:14:47going to allow them for 30 days to
- 1:14:48buy oil from wherever they want.
- 1:14:50Gee, thanks Donald Trump.
- 1:14:51As if you now control, uh, India too,
- 1:14:54you don't.
- 1:14:54And they were always buying it from who
- 1:14:56they wanted.
- 1:14:57Never has there been an agreement for them
- 1:14:59to not buy oil from Russia.
- 1:15:02They talked about it.
- 1:15:03Trump said, you can't do it.
- 1:15:05Or we're going to, we're going to tariff
- 1:15:06you.
- 1:15:07Well tariff away then.
- 1:15:09And then Trump changes his mind.
- 1:15:11And you know, you don't hear about it.
- 1:15:12Two, three days later, China isn't responding to
- 1:15:15this situation with any sort of dramatic military
- 1:15:18gesture.
- 1:15:19It's watching.
- 1:15:20It's observing cautiously long term.
- 1:15:25It understands that what's going on.
- 1:15:28India continues to purchase energy, ignores political pressure
- 1:15:33that forced alignment in earlier eras.
- 1:15:37It is balancing its relationships.
- 1:15:39It's paying in yuan.
- 1:15:41A lot of times it's paying in the
- 1:15:43ruble.
- 1:15:43Russia's accepting the rupee to the Indian money.
- 1:15:48So tell you what, it refuses to lock
- 1:15:52itself India into a position that might become
- 1:15:55disadvantageous.
- 1:15:57If the system shifts, it's acting on its
- 1:15:59own behalf.
- 1:16:00The Gulf States have started doing something comparable.
- 1:16:05They have ties everywhere, multiple axes, they avoid
- 1:16:10committing fully to any one direction.
- 1:16:13Even if they do give Donald Trump a
- 1:16:15$400 million airplane.
- 1:16:16So he ignores them.
- 1:16:19You know, even Europe despite its rhetoric has
- 1:16:22showed signs of strain.
- 1:16:23It's caught between its alignment with the U
- 1:16:25S and the economic realities of dependence that
- 1:16:30have never been resolved.
- 1:16:32So what ties all of these things together
- 1:16:35and the behaviors is not coordination.
- 1:16:38There's no single meeting where all these countries
- 1:16:41sit down and agree on a plan.
- 1:16:43What ties them together is something more subtle
- 1:16:46and probably more significant.
- 1:16:50A recognition that the system itself is changing
- 1:16:53and survival in the changing system requires flexibility,
- 1:16:58not blind alignment.
- 1:17:00Canada, you're watching them do the same thing.
- 1:17:02They started working with China.
- 1:17:05Trump is having a fit over it.
- 1:17:06You can't work with China.
- 1:17:08Well, why not?
- 1:17:09You don't want to work with us.
- 1:17:10You treat us like you're lackey.
- 1:17:12You're where you're whipping child to the North
- 1:17:15and Mexico's you're whipping child to the South
- 1:17:17and Cuba is going to be your 51st
- 1:17:20state or is it 54th?
- 1:17:22We don't know anymore.
- 1:17:23It changes by the week.
- 1:17:24You know, who's going to be next.
- 1:17:26So Lavrov's perspective, he isn't just describing strange
- 1:17:31Western behavior, which is constant in his review.
- 1:17:34He is describing the responses to Western behavior
- 1:17:39and saying that if the system is no
- 1:17:41longer governed by even marginally consistent rules, countries
- 1:17:46have to adapt to a reality in which
- 1:17:48power is exercised more openly like the U
- 1:17:51S is displaying right now.
- 1:17:53Well, we'll come and beat you into submission.
- 1:17:55If you don't do what Israel says, we'll
- 1:17:57beat you up.
- 1:17:58You know, I'm big brother, you know, this
- 1:18:00is what we do.
- 1:18:02And they're adapting.
- 1:18:03It doesn't mean more confrontation.
- 1:18:05It means patience.
- 1:18:06When Trump is gone, things go back to
- 1:18:09normal may well, whatever normal meant.
- 1:18:11It means waiting to see how far escalation
- 1:18:14goes, how stable it remains and more importantly,
- 1:18:17what opportunities it creates.
- 1:18:19Now this introduces a dynamic very different from
- 1:18:22what people are used to in the past,
- 1:18:24a major conflict produced a kind of gravitational
- 1:18:27pull.
- 1:18:27You had to pick one side or the
- 1:18:29other neutrality wasn't allowed.
- 1:18:32Basically countries were drawn into one camp or
- 1:18:35the other pressure, current environment aside, the gravitational
- 1:18:41pull is certainly weaker.
- 1:18:43Countries are maneuvering on their own and they
- 1:18:47have far more alternatives.
- 1:18:49They have more ways to absorb pressure without
- 1:18:51fully capitulating.
- 1:18:52And as a result, escalation isn't consolidating the
- 1:18:58system of power.
- 1:18:59It's fragmenting it further.
- 1:19:02And this fragmentation is going to have profound
- 1:19:05implication because it means the outcome of the
- 1:19:09conflict is not going to be determined just
- 1:19:12by those who are most visibly involved in
- 1:19:15it.
- 1:19:15It'll be shaped by those who are sitting
- 1:19:17on the outside, China, Russia, notably India, who
- 1:19:22are preserving their own flexibility and are able
- 1:19:25to move decisively.
- 1:19:27Once the direction of change becomes clear, us
- 1:19:30is wasting all kinds of money, 200 billion
- 1:19:33in a couple of weeks with more on
- 1:19:35the way.
- 1:19:36This is not cheap and we don't have
- 1:19:38the way to keep it up.
- 1:19:39And meanwhile, cheap drones are coming all over.
- 1:19:42And we have ICBMs coming in all over
- 1:19:44the Middle East and we can't stop them
- 1:19:48because we ran out of defensive missiles, giving
- 1:19:52them all to Ukraine for another war that
- 1:19:54we didn't need to be involved in.
- 1:19:56So I tell you what, I think we're
- 1:19:58in trouble and not in trouble.
- 1:19:59We're America.
- 1:20:00We're, we're, we're, we're going to be just
- 1:20:01fine, but we're involved in a longterm scenario.
- 1:20:05We can, you know, we can play attrition
- 1:20:07games too.
- 1:20:09Um, so the important actors aren't going to
- 1:20:11be the ones making the loudest statements on
- 1:20:14TV.
- 1:20:14They're going to be the ones who say
- 1:20:16very little, but are preparing very carefully, very
- 1:20:21carefully.
- 1:20:22And this brings us to another uncomfortable, uh,
- 1:20:25but necessary conclusion.
- 1:20:26If Lavrov is even partially correct in his
- 1:20:30assessment that the old system is collapsing and
- 1:20:33if behavior of the other actors reflects a
- 1:20:36recognition of that breakdown itself, then we're not
- 1:20:40simply witnessing a conflict in a stable order
- 1:20:44that's always been that way.
- 1:20:46We're witnessing a conflict during a transition between
- 1:20:49two different orders and transitions are inherently stable
- 1:20:53in the first place.
- 1:20:54There are periods in which old assumptions no
- 1:20:57longer hold, but the new structure hasn't been
- 1:20:59fully formed yet.
- 1:21:01These are periods in which miscalculation is dangerous
- 1:21:07because the rules of the game are not
- 1:21:10defined.
- 1:21:12So as we move on, you know, the
- 1:21:15question that flows from the understanding of what
- 1:21:17we're talking about is the system is changing.
- 1:21:20If the system is changing, if the rules
- 1:21:23no longer are reliable, if energy is the
- 1:21:28central lever, which obviously it is because every
- 1:21:31time Trump takes over a different place, it's
- 1:21:33to increase power or steal resources.
- 1:21:36And if countries are positioning themselves for what
- 1:21:39comes afterward, regardless of who wins, then who
- 1:21:44is actually going to control that system afterward
- 1:21:48becomes a very important question.
- 1:21:52And so the real question is who gets
- 1:21:54to control what comes next.
- 1:21:58So this is where discussions fall apart because
- 1:22:03they're not designed to think in those terms.
- 1:22:04We don't know what the outcome is going
- 1:22:06to be.
- 1:22:07They're focused on an event, not on a
- 1:22:09structure.
- 1:22:09They're designed to keep people engaged in the
- 1:22:11immediate drama, not the longterm result.
- 1:22:15But if you step back and look at
- 1:22:16whatever the pattern is, you begin to see
- 1:22:18is not a conflict unfolding, but the reordering
- 1:22:21process beginning to take shape, not fully, not
- 1:22:25complete, but visible from behavior of the actors
- 1:22:29involved.
- 1:22:29When systems are under this type of pressure,
- 1:22:32they don't just snap back to where they
- 1:22:33were before.
- 1:22:34They adjust and they reorganize and they redistribute
- 1:22:37influence and dependency in ways that often become
- 1:22:41clear only afterward.
- 1:22:43The key point is that the actors who
- 1:22:47shape the reordering aren't always the ones who
- 1:22:51dominate or win or lose in the conflict.
- 1:22:56This is the idea of the third force
- 1:22:58that Burletic touched upon and that Mamdani talked
- 1:23:02about that we're talking about where this is
- 1:23:05central.
- 1:23:06When major players engage in sustained confrontation, they
- 1:23:09expend all kinds of resources and disrupt the
- 1:23:12systems that they themselves depend upon.
- 1:23:16They create openings for other people, openings for
- 1:23:18others that are less directly involved, less exposed,
- 1:23:21more flexible, and far more patient.
- 1:23:25Those actors don't need to win a war.
- 1:23:27They just need to be in a position
- 1:23:29to take advantage of what the war changes.
- 1:23:33And when you apply that to the current
- 1:23:35situation, the implications are difficult to ignore because
- 1:23:39while the US and its immediate allies are
- 1:23:42deeply engaged in managing or forcing escalation, and
- 1:23:48Iran is positioned as both a target and
- 1:23:50a responder, other actors, China, India, Russia, other
- 1:23:55regional powers who aren't committing themselves fully to
- 1:23:58one side or the other, but are preserving
- 1:24:01their ability to move in whatever direction proves
- 1:24:04most advantageous, then you'll get to see what
- 1:24:08a meaningful action really is afterward.
- 1:24:12China in particular stands out very much.
- 1:24:16It is heavily dependent on energy from that
- 1:24:19region.
- 1:24:19So it has a clear interest in avoiding
- 1:24:22a catastrophic disruption, but is also in a
- 1:24:25position to benefit from the various instability that
- 1:24:28is weakening the existing structure, especially if that
- 1:24:31instability creates an opportunity for investment.
- 1:24:34They have money that they're no longer investing
- 1:24:37in the United States.
- 1:24:39They have money for reconstruction, for new agreements,
- 1:24:42for expanded influence in a region previously dominated
- 1:24:46by the United States.
- 1:24:48They do not need to rush.
- 1:24:50They got the money.
- 1:24:51It does not need escalation.
- 1:24:53It can afford to wait, watch, and step
- 1:24:57in when the time is right.
- 1:24:59And that is a different kind of power
- 1:25:01than the one most people are used to
- 1:25:03thinking about.
- 1:25:04It isn't a power expressed through immediate action.
- 1:25:06They're watching us whittle away our own resources,
- 1:25:11openly discussing, not having defenses to cover all
- 1:25:14of our obligations, taking people from the South
- 1:25:18China sea and moving them into the Middle
- 1:25:21East.
- 1:25:22Think about that, friends and neighbors, and the
- 1:25:25picture that it paints for a people like
- 1:25:29China and for Taiwan who's scared shitless right
- 1:25:33now.
- 1:25:35Jeez, something's going to happen.
- 1:25:37The US ain't going to be there.
- 1:25:38We're going further and further toward mass escalation.
- 1:25:42This doesn't mean that there's any kind of
- 1:25:44predetermined outcome or that there's any guarantee about
- 1:25:47who's going to emerge as the primary beneficiary.
- 1:25:50It's too complex for that, but there are
- 1:25:52too many variables, too many potential points of
- 1:25:57failure and too many ways which things will
- 1:25:59escalate beyond anyone's control.
- 1:26:02And so the outcome isn't going to be
- 1:26:04shaped by who fights, but by who adapts
- 1:26:07best to the changes.
- 1:26:09And that's why the control of energy routes,
- 1:26:13stability of choke points, and the ability to
- 1:26:15manage or exploit disruption are critical because they
- 1:26:21determine not just who suffers in the short
- 1:26:23term, but who gains in the longterm.
- 1:26:25In a world where the old rules are
- 1:26:27no longer reliably enforced, they never have been,
- 1:26:31at least for the last 30, power is
- 1:26:33exercised more directly.
- 1:26:35That's fairly new.
- 1:26:37At least we claimed we weren't doing it
- 1:26:39willy nilly before.
- 1:26:40Now we're just doing it because we're the
- 1:26:41biggest, baddest bully on the block and where
- 1:26:46actors are increasingly operating based on their own
- 1:26:49calculation rather than a collective framework of any
- 1:26:53kind.
- 1:26:54These factors are far more important than they
- 1:26:57were before.
- 1:27:00There's a tendency in times of crisis to
- 1:27:04look for something clear, to look for a
- 1:27:06simple answer, to look for a clear line
- 1:27:09between right and wrong, between aggression and defense,
- 1:27:14between cause and effect.
- 1:27:16They're still important at a moral level, but
- 1:27:19they obscure the structural realities.
- 1:27:23That's unfortunate to say, but true.
- 1:27:25Systems do not reorganize based on morality.
- 1:27:29They reorganize based on power, resources, and the
- 1:27:33ability to shape outcome over time.
- 1:27:37That doesn't mean morality is irrelevant.
- 1:27:39It means that morality alone does not determine
- 1:27:42the structure of the system.
- 1:27:46Morality for us is a loaded question.
- 1:27:50It's something we ignore if it is in
- 1:27:54our best interests.
- 1:27:55We ignore non-democracy monarchy structures if it's
- 1:28:00in our interest, but when it's not, we
- 1:28:03claim that we go to war because there's
- 1:28:06a dictator in this state.
- 1:28:08What we're watching isn't just a conflict.
- 1:28:11It's a moment of transition.
- 1:28:14And it's a big transition.
- 1:28:16Positions are going to be adopted.
- 1:28:18Opportunities are going to be seized and they
- 1:28:20may not come out as you think they're
- 1:28:23going to come out.
- 1:28:25I just want to leave you with one
- 1:28:26final thought.
- 1:28:28The question isn't who wins this week, this
- 1:28:31month, or even this year.
- 1:28:33Trump says he won already.
- 1:28:35The question is who's building a position that
- 1:28:38will allow them to shape what comes next?
- 1:28:42Because in the end, the side that controls
- 1:28:45the condition of the future through energy, trade,
- 1:28:48relationships, and influence is the side that will
- 1:28:51define the system.
- 1:28:53And right now the world is only focused
- 1:28:55on the conflict and the future as being
- 1:28:58quietly reconstructed while we're not paying any attention.
- 1:29:02That's what I say.
- 1:29:04So I appreciate you listening to International Flavor
- 1:29:07today.
- 1:29:07I'm Samuel Trapp coming to you live from
- 1:29:11the Lake Ozark real estate of the art
- 1:29:13studio.
- 1:29:13You can always listen to our former shows
- 1:29:15at law.
- 1:29:16I'm sorry, at damradio.com forward slash podcast.
- 1:29:19You can go out to internationalflavor.com and
- 1:29:22do the same.
- 1:29:23I do another show on Fridays called civicoutlaws
- 1:29:26.com where we focus on Missouri government overreach.
- 1:29:31Hope you join me on Friday.
- 1:29:32It's going to be an interesting week, a
- 1:29:35lot going on on that end.
- 1:29:37So join us in when you get an
- 1:29:41opportunity.
- 1:29:42We love to have you.
- 1:29:45I hope you have a very nice, but
- 1:29:46apparently very cold mid Missouri day.
- 1:29:49Bye-bye.