WEBVTT - Interview Only w/ Ian Bremmer - Trump Is Driving Instability & Chaos Around The Globe

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<v Speaker 1>unsettled do you feel about the globe? How unsettled do

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<v Speaker 1>you feel about American politics? Obviously, of the year I

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<v Speaker 1>team twenty twenty six, a year of living dayangerously, I think,

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<v Speaker 1>whether it's what we saw in Minnesota feels like we're

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<v Speaker 1>a spark away from something not good in this country,

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<v Speaker 1>and we have a world that feels unsettled everywhere, whether

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<v Speaker 1>it's Venezuela, whether it's Iron, whether it's Taiwan, whether it's Ukraine.

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<v Speaker 1>Well you get the picture. So who better to bring

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<v Speaker 1>in to talk about all the risk and the year

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<v Speaker 1>of living dangerously than my Friendie and Bremer of your

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<v Speaker 1>Raisier group and Ian.

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<v Speaker 2>Look you you.

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<v Speaker 1>I started off a bit glum for the year, and

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<v Speaker 1>you had you played a big role in that. Your annuals,

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<v Speaker 1>your annual risk list of top risks out there, frankly,

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<v Speaker 1>only reinforced what I think what was already I was

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<v Speaker 1>sort of seeing domestically, and certainly I sort of refer

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<v Speaker 1>to myself these days as a political anthropologist when it

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<v Speaker 1>comes to domestic politics. But you've got your pulse on

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<v Speaker 1>international political science as well. So you painted a picture

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<v Speaker 1>of Look, I want to quote Doc Brown in a

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<v Speaker 1>back to the future, where we're going there are no roads.

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<v Speaker 1>I don't know where we're going, but I know there

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<v Speaker 1>are no roads, and we're headed somewhere that by the

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<v Speaker 1>end of this year you and I may meet up again,

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<v Speaker 1>going holy shit, how did we get here?

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<v Speaker 2>I mean this, It's not like there isn't good news

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<v Speaker 2>out there, right. I mean, for example, last twenty years,

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<v Speaker 2>most of the people I know in the international affairs

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<v Speaker 2>space thought that we were heading towards US China confrontation,

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<v Speaker 2>new Cold war, you know, could could lead to something

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<v Speaker 2>even worse than that. That that's not where we are, right,

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<v Speaker 2>I mean the.

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<v Speaker 1>Right. And I also think when we can talk about

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<v Speaker 1>Iron for a minute, we're about to see a Middle

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<v Speaker 1>East that maybe.

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<v Speaker 2>A whole new world.

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<v Speaker 1>In a in a good way.

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<v Speaker 2>Maybe maybe I'd love to see that. I think we're

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<v Speaker 2>still We're still farther from that than i'd like us

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<v Speaker 2>to be. There's a lot of capacity and willingness to repress,

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<v Speaker 2>and a lot of Ronnie and civilians that are dead

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<v Speaker 2>today that weren't a week ago. But still, I mean,

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<v Speaker 2>it's not like everything in the world is blowing up,

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<v Speaker 2>and the response to the United States is not purely destructive.

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<v Speaker 2>I mean, frankly, you know, the EU and Mercasoor just

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<v Speaker 2>did one of the world's largest free trade deals that

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<v Speaker 2>wouldn't have happened if it wasn't for Trump, because they're.

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<v Speaker 1>I talked about this the last time I had you on.

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<v Speaker 1>I think Donald Trump's making Europe great again. Well, I

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<v Speaker 1>wouldn't go down, I think, Well, but the point what

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<v Speaker 1>I what I mean by it is Europe needed to stop.

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<v Speaker 2>Relying on the United States, so they need a kick

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<v Speaker 2>in the ass and fear that they're still not going

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<v Speaker 2>to make it.

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<v Speaker 1>But yes, I agree, and Donald Trump's presidency turned out

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<v Speaker 1>to be the kick of the ass that at least

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<v Speaker 1>they find noticed.

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<v Speaker 2>Donald Trump is definitely that kick in the ass. I

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<v Speaker 2>think that's clear. I think that's clear for the Europeans,

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<v Speaker 2>for the Canadians, for the Mexicans, for some for the

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<v Speaker 2>remaining regime in Venezuela. I mean, my god, he represents

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<v Speaker 2>a kick in the ass to an awful lot of people.

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<v Speaker 2>But of course, you know, the big thing is that

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<v Speaker 2>the uncertain We have seen the uncertainty, we've seen the risk,

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<v Speaker 2>and he is us, right, I mean, that is that

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<v Speaker 2>is the reason why.

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<v Speaker 1>That's what's so. But that's not even you know, it's funny.

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<v Speaker 1>You made it your top risk. And yet I feel

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<v Speaker 1>like two years ago, if you had done that, it

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<v Speaker 1>would have seen controversial, It would have been weird if

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<v Speaker 1>we weren't the top risk. Right, shocking, Right, we are

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<v Speaker 1>at the center of everybody else's instability.

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<v Speaker 2>Yep, yep, yep, no questions.

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<v Speaker 1>A weird place for America to be, yep.

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<v Speaker 2>But in part it is the logical conclusion of decades

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<v Speaker 2>of Americans of different stripes increasingly saying we don't like

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<v Speaker 2>the role that we have carved out for our selfs globally,

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<v Speaker 2>we don't really believe in it in different ways, whether

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<v Speaker 2>it's foreign aid or promotion of rule of law and democracy,

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<v Speaker 2>or free trade or collective security alliances, all these wars.

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<v Speaker 2>So that that's a big piece of it, right, And

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<v Speaker 2>then there's the domestic piece too, with two completely different

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<v Speaker 2>worldviews housed in one country. Right. And you know when

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<v Speaker 2>those things start to really break, when those assumptions are

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<v Speaker 2>fundamentally questioned by a guy who is, you know, thrives

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<v Speaker 2>on being a chaos actor, then it's not a surprise

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<v Speaker 2>that we're.

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<v Speaker 1>Driving that uncertain Let's start in our hemisphere and then move.

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<v Speaker 1>So one of the things I like to correct with

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<v Speaker 1>some of my friends on the left actually is that

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<v Speaker 1>there hasn't been regime change in Venezuela. The regime is

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<v Speaker 1>still in power. Yes, right, they've only extracted one individual.

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<v Speaker 1>How do we get to individuals? Don't disparage the wife.

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<v Speaker 2>Like that enough?

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<v Speaker 1>Where how do we get to a better place in

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<v Speaker 1>Venezuela without American boots on the ground.

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<v Speaker 2>Well, I mean, let's face it, getting to a better

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<v Speaker 2>Venezuela with American boots on the ground might be more challenging, right,

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<v Speaker 2>I mean, given our recent experience in Venezuela is not Iraq, right,

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<v Speaker 2>It's not Afghanistan, It has recent experience with democracy, it

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<v Speaker 2>doesn't have massive internal sectarian divides. There are a lot

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<v Speaker 2>of exiled elites that would love to be able to

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<v Speaker 2>come back, and the power asymmetries are massive with the

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<v Speaker 2>United States right there in the hemisphere, right, So, I mean,

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<v Speaker 2>there are lots of reasons to believe that at least

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<v Speaker 2>in the near term, they are going to behave eve

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<v Speaker 2>themselves more because they understand the orls they are going to.

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<v Speaker 2>They're going to listen to the Americans on oil. They

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<v Speaker 2>have freed a small number of political prisoners, but high

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<v Speaker 2>level prisoners, by the way, leaders of in the opposition movement,

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<v Speaker 2>because Marco Rubio and others told them they had to. So,

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<v Speaker 2>you know, the early days on this are without American troops,

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<v Speaker 2>but with the credibility and presence of all of that

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<v Speaker 2>military capacity, and with the willingness to prod the IMF

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<v Speaker 2>to provide some support over time and get some private

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<v Speaker 2>sector companies with guarantees to actually back them up, that

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<v Speaker 2>there are reasons why in the near term this will

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<v Speaker 2>go well. The much more the problem with Venezuela is

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<v Speaker 2>much more about when start talking about actual power sharing,

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<v Speaker 2>which the people want, you know, Frankly, Marco and others

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<v Speaker 2>around Trump, even if Trump doesn't care, they want it,

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<v Speaker 2>and yet the government, the existing regime will resist that

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<v Speaker 2>with every sinew of their body.

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<v Speaker 1>My concern is that Trump doesn't care about the democracy piece.

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<v Speaker 1>If the regime does what he asks, he's going to

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<v Speaker 1>be fine with leaving them in place.

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<v Speaker 2>Well, but I'm suggesting that that won't work right. In

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<v Speaker 2>other words, that when you have when you have that

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<v Speaker 2>many people in the country that now see a weaker,

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<v Speaker 2>more vulnerable military that's been bloodied up by the US,

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<v Speaker 2>and they overwhelmingly want their opposition in place, they will

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<v Speaker 2>clamor for it. That when you have a lot of

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<v Speaker 2>MAGA supporters in Mara A Lago who are themselves exiles,

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<v Speaker 2>that's a strong community. They're going to be pushing for it.

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<v Speaker 2>Marco and others that really did organize the TikTok on

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<v Speaker 2>these attacks also they want it. And so I don't

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<v Speaker 2>even though Trump Trump's the decider. Trump's got the power,

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<v Speaker 2>he's the president, and he doesn't care. I agree he

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<v Speaker 2>doesn't care about what kind of regime it is. But

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<v Speaker 2>I think that he can't. He can't just ignore that issue.

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<v Speaker 1>Do you see it? Like we help that there's elections

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<v Speaker 1>in six months a year? What's your you know, is

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<v Speaker 1>there anybody thinking about this? Like okay, when what's the soonest?

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<v Speaker 1>We could actually hold national elections?

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<v Speaker 2>Soonest is probably six months? More realistic is twelve to eighteen.

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<v Speaker 2>And again, as they start talking about it, and it

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<v Speaker 2>won't be the first thing they discuss, but as they

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<v Speaker 2>get to that process, what I think we will see

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<v Speaker 2>is an effort by the military to give on many

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<v Speaker 2>other grounds and obfuse gate, which is what they've done before.

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<v Speaker 2>Reasons why it can't be done soon, and here are

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<v Speaker 2>the mechanisms, and here are some candidates we can't tolerate,

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<v Speaker 2>and all sorts of ways to push out, water down

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<v Speaker 2>and ensure that they are the ones that control everything.

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<v Speaker 2>But ultimately, I'm not going to sit here and tell

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<v Speaker 2>you a power sharing agreement is impossible. You couldn't just

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<v Speaker 2>bring in the opposition and tell the military you're out.

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<v Speaker 2>But then again, we all know that Paul Bremer doing

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<v Speaker 2>that in a rock that was a disaster. Like removing

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<v Speaker 2>the Bathists, removing the security and the military forces was

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<v Speaker 2>what the US should have never done, never done.

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<v Speaker 1>There are a handful of intriguing elections this year in

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<v Speaker 1>Latin America, Columbia, Colombia is fascinating to me, in Brazil

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<v Speaker 1>or probably the two big ones. There's Peru as well.

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<v Speaker 1>How much will anti Americanism be part of those campaigns? Now?

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<v Speaker 1>And you know my great fear is, look, you know,

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<v Speaker 1>I'm I'm. I have a friend who does a lot

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<v Speaker 1>of work in Colombia has not been a big fan

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<v Speaker 1>of this. This political party is hopeful that the other

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<v Speaker 1>political party comes back. And I know that a lot

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<v Speaker 1>of American business folks feel that way. And it looks

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<v Speaker 1>like that had been a glide path. But now I

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<v Speaker 1>wonder does Trump and does our involvement in Venezuela spark

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<v Speaker 1>a backlash in a Colombia spark a backlash? Yeah?

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<v Speaker 2>No, and it doesn't. So it's a good it's a

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<v Speaker 2>really good question, especially because we've seen that backlash change

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<v Speaker 2>outcomes in Canada. We've seen that backlash change outcomes in

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<v Speaker 2>Australia in both cases is and I.

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<v Speaker 1>Would argue Lula's political standing has been strengthened due to Trump.

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<v Speaker 2>A little bit, a little bit much less so, but

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<v Speaker 2>a little bit definitely after Trump, you know, sort of

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<v Speaker 2>basically said we're tariffing you because of the bull jail

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<v Speaker 2>term that was handed down by the Supreme Court. Not

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<v Speaker 2>not Lula, right, but but actually in Latin America, in

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<v Speaker 2>these countries, number one issue overwhelmingly right now is domestic security,

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<v Speaker 2>and and that plays out so bole in l Salvador

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<v Speaker 2>is by far the most popular leader, even though he's

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<v Speaker 2>a pro Trump guy. He's not popular because he's pro Trump.

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<v Speaker 2>He's popular because he's actually really like wielded the fists

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<v Speaker 2>in creating security. And one could argue he's broken a

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<v Speaker 2>lot of eggs to make that omelet right.

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<v Speaker 1>A lot of guys, I'll uh, you'll appreciate this. I

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<v Speaker 1>teach a for USC here in DC. That's called how

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<v Speaker 1>Washington works. And last semester I had a an nol

0:14:06.960 --> 0:14:15.079
<v Speaker 1>Salvadorian student who said, yeah, boy, my parents and I

0:14:15.120 --> 0:14:18.360
<v Speaker 1>don't speak about Bouqueta anymore. Like it was just like

0:14:18.600 --> 0:14:20.840
<v Speaker 1>she said, basically, if you live in al Salvador.

0:14:20.880 --> 0:14:21.400
<v Speaker 2>You love the guy.

0:14:21.680 --> 0:14:23.200
<v Speaker 1>If you don't live there, you don't and you're El

0:14:23.200 --> 0:14:25.200
<v Speaker 1>Salvador and you don't like the guy. It's a it's

0:14:25.200 --> 0:14:26.440
<v Speaker 1>a fascinating it's.

0:14:26.320 --> 0:14:30.480
<v Speaker 2>Like ninety percent local approval, and it's it's true approval, right,

0:14:30.520 --> 0:14:31.040
<v Speaker 2>And it's.

0:14:30.880 --> 0:14:33.560
<v Speaker 1>Just because she does. Look, it was so unsafe, right,

0:14:33.640 --> 0:14:35.880
<v Speaker 1>it was so.

0:14:35.560 --> 0:14:39.600
<v Speaker 2>When Maduro gets taken out, and he is not just

0:14:39.640 --> 0:14:45.160
<v Speaker 2>a bad guy, but he is actually coordinating narco cartels

0:14:45.560 --> 0:14:49.720
<v Speaker 2>right across the region, and he also did lead to

0:14:49.760 --> 0:14:53.480
<v Speaker 2>the destabilization of a lot of countries, including Colombia because

0:14:53.480 --> 0:15:00.640
<v Speaker 2>of eight million displaced Venezuelans. They are delighted to see

0:15:00.680 --> 0:15:05.000
<v Speaker 2>the back of Maduro and they want security in their

0:15:05.040 --> 0:15:08.480
<v Speaker 2>own countries. So I and the secondary issue is the

0:15:08.520 --> 0:15:13.160
<v Speaker 2>local economy. So I don't think there's a backlash. Mexico

0:15:13.240 --> 0:15:15.520
<v Speaker 2>is a different story because it's so integrated with the

0:15:15.640 --> 0:15:18.400
<v Speaker 2>US and their economy is not doing well though Shanebaum

0:15:18.520 --> 0:15:22.360
<v Speaker 2>is actually quite popular. But for Columbia and for Brazil,

0:15:22.920 --> 0:15:27.000
<v Speaker 2>I don't actually think that the Trump factor will be

0:15:27.440 --> 0:15:29.160
<v Speaker 2>determinative and either of them.

0:15:29.040 --> 0:15:31.200
<v Speaker 1>Well, it's been interesting. It's sort of like I and

0:15:31.320 --> 0:15:34.080
<v Speaker 1>this is where you sometimes have cross currents. There does

0:15:34.120 --> 0:15:37.680
<v Speaker 1>seem to be a general move you know, and we've

0:15:37.720 --> 0:15:39.760
<v Speaker 1>seen this in Latin America. It's like a windshield wiper

0:15:40.080 --> 0:15:44.080
<v Speaker 1>when suddenly, you know, five countries move left, then five

0:15:44.080 --> 0:15:44.800
<v Speaker 1>countries move.

0:15:44.720 --> 0:15:47.520
<v Speaker 2>Right, you know, and I feel like there's a right

0:15:47.560 --> 0:15:50.680
<v Speaker 2>word pull right now. Yeah, yeah, yeah. But in Columbia,

0:15:50.840 --> 0:15:54.600
<v Speaker 2>I mean, Petro got into that big spat with Trump,

0:15:54.600 --> 0:15:58.359
<v Speaker 2>and apparently the Trump administration was like literally had targets

0:15:58.400 --> 0:16:01.120
<v Speaker 2>and they were ready to engage in the lateral strikes.

0:16:01.680 --> 0:16:05.680
<v Speaker 2>And then Petro calls Trump and he pretends that like

0:16:05.760 --> 0:16:07.640
<v Speaker 2>he'd been begging for that call for weeks.

0:16:07.960 --> 0:16:09.120
<v Speaker 1>Yeah, and he.

0:16:09.080 --> 0:16:10.840
<v Speaker 2>Made it sound as if, oh, I didn't even know

0:16:10.880 --> 0:16:12.920
<v Speaker 2>Trump was gonna call me, and so thank god I

0:16:13.000 --> 0:16:15.120
<v Speaker 2>wasn't laid for it. But I mean, you know, we're

0:16:15.120 --> 0:16:17.720
<v Speaker 2>gonna get together and it's going to be wonderful, and

0:16:17.800 --> 0:16:20.920
<v Speaker 2>you know, suddenly their buddies. Because he's been personally sanctioned

0:16:20.960 --> 0:16:24.200
<v Speaker 2>by by the United States, right, and it's a problem

0:16:24.240 --> 0:16:28.520
<v Speaker 2>for him. He really wanted the the other side of

0:16:28.880 --> 0:16:31.800
<v Speaker 2>get the other side of that potential conflict, and I

0:16:31.840 --> 0:16:34.920
<v Speaker 2>think the likelihood that his preferred candidate on the left

0:16:35.400 --> 0:16:38.240
<v Speaker 2>can get through a second round is. It's there, but

0:16:38.280 --> 0:16:41.160
<v Speaker 2>it's it's very low. You would expect to string.

0:16:41.320 --> 0:16:44.880
<v Speaker 1>You know, you don't fear that anti Americanism could suddenly

0:16:44.920 --> 0:16:46.320
<v Speaker 1>prop that left disc government.

0:16:46.320 --> 0:16:48.080
<v Speaker 2>Nope, Nope, it's not playing out in any of the

0:16:48.120 --> 0:16:51.320
<v Speaker 2>polls right now, not at all. And Brazil I think

0:16:51.440 --> 0:16:53.400
<v Speaker 2>is going to be a close election and it's going

0:16:53.480 --> 0:16:56.680
<v Speaker 2>to be Bolsonaro's kid, right it looks that way. I mean,

0:16:56.760 --> 0:16:59.440
<v Speaker 2>that's just going to be a fascinating putting forward fight.

0:17:00.240 --> 0:17:02.720
<v Speaker 2>And they're now thinking about who his running mate for

0:17:02.800 --> 0:17:06.000
<v Speaker 2>vice president would be. But I would say they still

0:17:06.040 --> 0:17:07.800
<v Speaker 2>want to see how he's going to do over the

0:17:07.840 --> 0:17:11.000
<v Speaker 2>next couple months before they all line up behind him.

0:17:11.040 --> 0:17:14.840
<v Speaker 2>So it's likely to be Flavio bolscenario. Keep in mind

0:17:15.000 --> 0:17:18.840
<v Speaker 2>that his father, the former president, has had a lot

0:17:18.880 --> 0:17:22.920
<v Speaker 2>of health issues recently, and you know, if he ends

0:17:23.040 --> 0:17:28.240
<v Speaker 2>up really not being able to be a strong, live

0:17:28.480 --> 0:17:31.240
<v Speaker 2>political force, things could change very quickly.

0:17:32.640 --> 0:17:34.960
<v Speaker 1>How's Lula's health, He's been there a long time.

0:17:35.240 --> 0:17:38.280
<v Speaker 2>Seems to be okay. I mean he's what in his

0:17:38.520 --> 0:17:42.360
<v Speaker 2>eighties now, he doesn't even keep a smartphone. I mean

0:17:42.400 --> 0:17:45.200
<v Speaker 2>he's like, you know, the way he does his work

0:17:45.200 --> 0:17:48.439
<v Speaker 2>and the way he's briefed is so twentieth century. It's

0:17:48.520 --> 0:17:51.600
<v Speaker 2>kind of shocking that he's running the largest economy in

0:17:51.720 --> 0:17:54.920
<v Speaker 2>South America, but he's decided he wants to run again.

0:17:55.080 --> 0:17:58.600
<v Speaker 2>I think it's criminal negligence for him to be running

0:17:58.760 --> 0:18:02.280
<v Speaker 2>for another full term basically because of his age. Yeah

0:18:02.320 --> 0:18:04.399
<v Speaker 2>and all of that. Yeah, absolutely, but very much that

0:18:04.480 --> 0:18:08.760
<v Speaker 2>Biden situation. Biden situation, I mean all across subs are

0:18:08.800 --> 0:18:10.760
<v Speaker 2>in Africa. I mean a lot of places where people

0:18:10.760 --> 0:18:12.880
<v Speaker 2>should know. This is a huge issue all over Africa,

0:18:12.960 --> 0:18:13.400
<v Speaker 2>that's for sure.

0:18:13.440 --> 0:18:18.840
<v Speaker 1>Let's move to Claudia Shinbaum because one of the comments

0:18:18.840 --> 0:18:20.520
<v Speaker 1>that didn't get a lot of traction over the last

0:18:20.560 --> 0:18:24.040
<v Speaker 1>couple of weeks was when Trump just managed, matter of factly,

0:18:24.080 --> 0:18:27.120
<v Speaker 1>said well, she doesn't control her own country. I'm gonna

0:18:27.119 --> 0:18:29.240
<v Speaker 1>have to take care of the cartels, and you're and

0:18:29.359 --> 0:18:33.359
<v Speaker 1>Shinebaum to her. She never overreacts to Trump publicly. She

0:18:33.520 --> 0:18:36.280
<v Speaker 1>always she is you know, she's in that sense, she's

0:18:36.280 --> 0:18:39.359
<v Speaker 1>figured out how to manage the personal relationship with him,

0:18:39.400 --> 0:18:41.760
<v Speaker 1>probably better than any world leader. But I'm curious if

0:18:41.800 --> 0:18:44.160
<v Speaker 1>you disagree, well.

0:18:43.960 --> 0:18:46.119
<v Speaker 2>I mean, you'd argue that h J and Ping has

0:18:46.160 --> 0:18:51.480
<v Speaker 2>done the best job managing the Trump relationship back and

0:18:51.720 --> 0:18:55.959
<v Speaker 2>turns out that's effective. Right, But Cloudia, pound for pound,

0:18:56.080 --> 0:18:59.520
<v Speaker 2>Cloudy the best job. Yeah, I think that's probably right.

0:18:59.600 --> 0:19:02.000
<v Speaker 2>I mean, her throw weight is a little smaller in

0:19:02.040 --> 0:19:07.399
<v Speaker 2>terms of Mexico's asymmetrical disadvantages. But I will say that,

0:19:07.440 --> 0:19:09.720
<v Speaker 2>like three months ago.

0:19:09.200 --> 0:19:14.000
<v Speaker 3>You know, the the scuttle but inside the White House was, yeah,

0:19:14.000 --> 0:19:16.480
<v Speaker 3>we thought we might have to engage in strikes, but

0:19:16.480 --> 0:19:20.800
<v Speaker 3>they're cooperating so effectively that we probably don't need to now.

0:19:21.000 --> 0:19:23.840
<v Speaker 2>And that was even Stephen Miller's perspective.

0:19:23.800 --> 0:19:27.280
<v Speaker 1>Right, it's my assunt, but I understand that in country.

0:19:27.280 --> 0:19:28.920
<v Speaker 1>I've got a few people I've talked to that say

0:19:28.960 --> 0:19:33.240
<v Speaker 1>that she seems pretty intent and that she's more serious

0:19:33.280 --> 0:19:34.879
<v Speaker 1>about it than Amblo was.

0:19:35.280 --> 0:19:38.800
<v Speaker 2>Yes, yes she is, and she is both in terms

0:19:38.880 --> 0:19:42.679
<v Speaker 2>of the importance of her security. Bona fide is for

0:19:42.720 --> 0:19:45.840
<v Speaker 2>her own popular support in terms of what she did

0:19:45.840 --> 0:19:49.400
<v Speaker 2>when she was mayor of Mexico City and the corruption

0:19:49.640 --> 0:19:52.399
<v Speaker 2>around the Attorney General, the Minister of Justice, excuse me,

0:19:52.480 --> 0:19:55.320
<v Speaker 2>and others, which she's who she finally forced out, the

0:19:55.400 --> 0:20:00.560
<v Speaker 2>chief prosecutor. And also because she understands the she's very

0:20:00.600 --> 0:20:04.159
<v Speaker 2>vulnerable to the Americans if she doesn't shut down the

0:20:04.200 --> 0:20:08.040
<v Speaker 2>meth labs, if she doesn't, you know, sort of capture

0:20:08.080 --> 0:20:10.560
<v Speaker 2>a whole bunch of fentanyl. And they have done more,

0:20:11.080 --> 0:20:15.200
<v Speaker 2>but but is more enough. They are very worried about it,

0:20:15.840 --> 0:20:20.119
<v Speaker 2>and it certainly seems to me that Trump, that Marco

0:20:20.280 --> 0:20:24.200
<v Speaker 2>Rubio in particular over the past week since the Venezuela

0:20:24.320 --> 0:20:30.720
<v Speaker 2>operation have soured on Mexico, is getting this done. Maybe

0:20:30.720 --> 0:20:34.680
<v Speaker 2>this is over confidence because of Venezuela and the focus

0:20:34.720 --> 0:20:38.240
<v Speaker 2>on the Donroe doctrine. Maybe it's because there there isn't

0:20:38.280 --> 0:20:41.440
<v Speaker 2>as much cooperation as they really want. Maybe it's because

0:20:41.480 --> 0:20:43.919
<v Speaker 2>they're they're worried about the economy and the rest in

0:20:43.920 --> 0:20:45.919
<v Speaker 2>the US. They want to show some more wins. But

0:20:46.080 --> 0:20:49.399
<v Speaker 2>definitely that noise has increased.

0:20:53.119 --> 0:20:55.480
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<v Speaker 1>Doesn't she have a I mean, tourism is.

0:22:40.119 --> 0:22:42.240
<v Speaker 2>So important to the Mexican economy, and.

0:22:42.240 --> 0:22:44.760
<v Speaker 1>The perception in this country is that Mexico is not.

0:22:44.760 --> 0:22:49.400
<v Speaker 2>As not safe. Doesn't she wants Americans to believe things

0:22:49.440 --> 0:22:49.800
<v Speaker 2>are safe?

0:22:49.840 --> 0:22:50.800
<v Speaker 1>There Isn't that good.

0:22:50.680 --> 0:22:53.200
<v Speaker 2>Ef the perception. I mean, when you think about it

0:22:53.200 --> 0:22:55.680
<v Speaker 2>depends on how you pray. Sure, But I mean, do

0:22:55.800 --> 0:22:58.840
<v Speaker 2>we really think that Cancun is a problem. No?

0:22:59.040 --> 0:23:01.280
<v Speaker 1>And I've always been told that the reason why Cabo

0:23:01.320 --> 0:23:03.840
<v Speaker 1>and Cancun aren't a problem is because the cartels own

0:23:03.880 --> 0:23:07.000
<v Speaker 1>the hotels in those areas and that's the money. That's

0:23:07.000 --> 0:23:09.480
<v Speaker 1>how they launder the money, and they know they don't

0:23:09.520 --> 0:23:12.840
<v Speaker 1>want to kill the golden goose, so I have that's

0:23:12.880 --> 0:23:15.480
<v Speaker 1>how That's how I've had folks reassure.

0:23:15.080 --> 0:23:17.920
<v Speaker 2>Me about Cabo. Put it that way, okay, But tuloom,

0:23:18.080 --> 0:23:20.960
<v Speaker 2>I mean, you know my Coba even Mexico City, I mean,

0:23:21.000 --> 0:23:24.640
<v Speaker 2>you know, Guadalajara, I mean Wahaka. I mean the friends

0:23:24.640 --> 0:23:28.680
<v Speaker 2>of mine from all walks of life, from working class

0:23:28.760 --> 0:23:32.000
<v Speaker 2>to super rich, have not been you know, sort of

0:23:32.200 --> 0:23:38.439
<v Speaker 2>cutting their Mexico trips because they're concerned about getting you know,

0:23:38.520 --> 0:23:41.960
<v Speaker 2>sort of hauled off by the drug lords or caught

0:23:42.000 --> 0:23:44.560
<v Speaker 2>in a firefight. I think it's much more of a

0:23:44.640 --> 0:23:49.000
<v Speaker 2>concern for the companies that are operating in those areas,

0:23:49.040 --> 0:23:51.920
<v Speaker 2>for whom you know, a shakedown is real. It's also

0:23:51.960 --> 0:23:56.000
<v Speaker 2>a huge concern for the mayors and in the localities

0:23:56.040 --> 0:23:58.760
<v Speaker 2>that are running who are getting gunned down. It's a

0:23:58.840 --> 0:24:01.400
<v Speaker 2>huge number of political assassinations across.

0:24:01.240 --> 0:24:05.280
<v Speaker 1>Especially northern in the northern part of the country. Definitely, yeah, still, yeah,

0:24:05.480 --> 0:24:08.280
<v Speaker 1>I still wouldn't recommend a road trip in Mexico.

0:24:08.480 --> 0:24:11.080
<v Speaker 2>No, but I look, I think the big issue is

0:24:11.119 --> 0:24:14.800
<v Speaker 2>that if the United States decides to go in unilaterally

0:24:15.560 --> 0:24:20.280
<v Speaker 2>with drones or with the federal allys and engages in

0:24:20.359 --> 0:24:24.879
<v Speaker 2>strikes that the Mexican government is not cooperating with overtly,

0:24:25.280 --> 0:24:27.879
<v Speaker 2>I think that is a redline for this government and

0:24:27.960 --> 0:24:29.640
<v Speaker 2>for the US Mexico relationship.

0:24:30.400 --> 0:24:33.280
<v Speaker 1>That would be a disaster. Okay, what does that look like.

0:24:34.160 --> 0:24:39.280
<v Speaker 2>I think that trade relations would would take a severe hit.

0:24:39.680 --> 0:24:41.879
<v Speaker 2>I think that she would. I think she'd be in

0:24:42.000 --> 0:24:45.720
<v Speaker 2>very serious trouble unless she immediately hit the Americans back

0:24:45.760 --> 0:24:48.480
<v Speaker 2>and said this won't be tolerated with real consequences, it

0:24:48.480 --> 0:24:51.920
<v Speaker 2>would cause a break. You said that she's handled managed

0:24:51.960 --> 0:24:54.680
<v Speaker 2>Trump better than anybody else pound for pound, we would

0:24:54.680 --> 0:24:56.080
<v Speaker 2>stop saying that immediately.

0:24:57.800 --> 0:25:02.560
<v Speaker 1>Cuba, how how can this regime survive without the help

0:25:02.560 --> 0:25:05.959
<v Speaker 1>of Venezuela. How important was Maduro? Is Maduro is that

0:25:06.000 --> 0:25:08.520
<v Speaker 1>regime to Cuba?

0:25:10.560 --> 0:25:14.240
<v Speaker 2>So it appears that the United States, and I've only

0:25:14.280 --> 0:25:17.280
<v Speaker 2>heard this in the last few hours, so I'd like

0:25:17.359 --> 0:25:20.560
<v Speaker 2>to dig into it, is not going to pressure the

0:25:20.640 --> 0:25:28.720
<v Speaker 2>Mexicans to stop providing oil to Cuba. Marco Rubio recognizes

0:25:28.920 --> 0:25:31.600
<v Speaker 2>that he wants the regime gone, but he also knows

0:25:31.640 --> 0:25:36.280
<v Speaker 2>that they are not exporting the kind of instability across

0:25:36.320 --> 0:25:39.679
<v Speaker 2>the region that Venezuela has, So it doesn't appear that

0:25:39.680 --> 0:25:44.320
<v Speaker 2>there is urgency. And there also isn't a plan that's

0:25:44.359 --> 0:25:48.639
<v Speaker 2>been put together. Yeah, and the plan for Venezuela, which was,

0:25:48.720 --> 0:25:52.160
<v Speaker 2>you know, militarily a very significant plan from an intelligence

0:25:52.160 --> 0:25:55.359
<v Speaker 2>perspective too, that took about six months. So it doesn't

0:25:55.520 --> 0:26:01.359
<v Speaker 2>feel unless the Cuban economy collapses, driving massive, you know,

0:26:01.400 --> 0:26:04.600
<v Speaker 2>sort of unrest on the ground, this doesn't feel like

0:26:04.680 --> 0:26:07.159
<v Speaker 2>something that we're going to be seeing headlines on next week.

0:26:07.720 --> 0:26:10.040
<v Speaker 1>I know, over the last twenty years, the Spanish government

0:26:10.080 --> 0:26:13.760
<v Speaker 1>in particular had been very helpful to Cuba, obviously the Venezuelans.

0:26:14.240 --> 0:26:18.639
<v Speaker 1>I mean, it does seem as if that who invests in.

0:26:18.520 --> 0:26:22.360
<v Speaker 2>Cuba these days, who has been helping them the most? Yeah, well,

0:26:22.400 --> 0:26:28.360
<v Speaker 2>I mean Venezuela has been significant and Mexico has been significant.

0:26:28.359 --> 0:26:31.000
<v Speaker 2>Those are the two largest countries in the region that

0:26:31.040 --> 0:26:34.080
<v Speaker 2>have been propping them up. And of course, with Venezuela

0:26:34.920 --> 0:26:38.320
<v Speaker 2>essentially having been blockaded and now with the oil being

0:26:38.359 --> 0:26:43.080
<v Speaker 2>taken over by the United States, one assumes that that

0:26:43.840 --> 0:26:46.639
<v Speaker 2>has been cut off, and it would be cut off

0:26:46.680 --> 0:26:49.160
<v Speaker 2>from Mexico if the Americans demanded it. So I think

0:26:49.200 --> 0:26:52.119
<v Speaker 2>it's a question of you know, the how and the when,

0:26:52.760 --> 0:26:55.439
<v Speaker 2>as opposed to the weather. I can't see Trump in

0:26:55.520 --> 0:26:58.440
<v Speaker 2>office for four years with Rubio as Secretary of State

0:26:58.880 --> 0:27:02.600
<v Speaker 2>having taken out Maduro, allowing the Cuban regime to persist

0:27:02.600 --> 0:27:04.160
<v Speaker 2>that that does not seem likely to me.

0:27:04.480 --> 0:27:06.240
<v Speaker 1>And I had a friend of mine just tell me

0:27:06.280 --> 0:27:11.479
<v Speaker 1>that the that the constituency that he is becoming enamored

0:27:11.520 --> 0:27:14.919
<v Speaker 1>with the most are the living Bay of Pigs guys

0:27:15.640 --> 0:27:18.720
<v Speaker 1>that have become a staple at mar A Lago. Now,

0:27:18.760 --> 0:27:20.879
<v Speaker 1>part of that, I've always said, I think part of

0:27:21.240 --> 0:27:24.800
<v Speaker 1>you know, Trump is Trump has been inaugurated as a

0:27:24.840 --> 0:27:27.000
<v Speaker 1>real South Floridian at mar A Lago over the last

0:27:27.600 --> 0:27:30.160
<v Speaker 1>seven years. And I don't think people understand the extent

0:27:31.000 --> 0:27:34.119
<v Speaker 1>of Marco Rubio's education of Donald Trump in the world

0:27:34.119 --> 0:27:38.080
<v Speaker 1>of the exile politics, and that now he is, you know,

0:27:38.200 --> 0:27:40.440
<v Speaker 1>he's on a first Dame basis with all those surviving

0:27:40.480 --> 0:27:43.240
<v Speaker 1>Bay of Pigs guys. And I'm with you one hundred

0:27:43.320 --> 0:27:47.400
<v Speaker 1>thousand percent. He he sees that as a legacy opportunity

0:27:47.800 --> 0:27:51.080
<v Speaker 1>in Cuba, looks weak enough to make it not that hard,

0:27:51.200 --> 0:27:53.520
<v Speaker 1>although these things always are harder than they love.

0:27:53.920 --> 0:27:56.320
<v Speaker 2>I mean, this does not mean to me that Rubio

0:27:56.600 --> 0:27:58.960
<v Speaker 2>is the slam dunk for twenty twenty eight or anything.

0:27:59.400 --> 0:28:02.760
<v Speaker 2>But I just I can't see once you've embraced the

0:28:02.840 --> 0:28:08.439
<v Speaker 2>Donroe Doctrine as your priority region, and it's not just Trump.

0:28:08.800 --> 0:28:12.760
<v Speaker 2>The National Security Strategy Document in December, you know, sort

0:28:12.800 --> 0:28:17.480
<v Speaker 2>of anticipated all of this before the Venezuela operations. I

0:28:17.520 --> 0:28:20.040
<v Speaker 2>don't see how you leave Cuba alone.

0:28:20.480 --> 0:28:22.399
<v Speaker 1>So let me throw a question that I got the

0:28:22.440 --> 0:28:24.520
<v Speaker 1>other day and I didn't have a great answer for it,

0:28:25.160 --> 0:28:28.480
<v Speaker 1>which is Haiti. You know, for all of the tumult

0:28:28.640 --> 0:28:31.440
<v Speaker 1>in our hemisphere, that's one place that Trump doesn't want

0:28:31.440 --> 0:28:32.160
<v Speaker 1>anything to do with.

0:28:33.720 --> 0:28:33.880
<v Speaker 2>Now.

0:28:33.920 --> 0:28:36.480
<v Speaker 1>The person asked the question, if there were more resources

0:28:36.520 --> 0:28:39.440
<v Speaker 1>that were important to us on the island of Hispaniola,

0:28:39.720 --> 0:28:42.320
<v Speaker 1>would we be more engaged with what's happening on the

0:28:42.360 --> 0:28:48.440
<v Speaker 1>Haitian side of the mountain. You know, look in fairness

0:28:48.440 --> 0:28:52.000
<v Speaker 1>to Trump, you know, a lot of presidents haven't been

0:28:52.000 --> 0:28:55.800
<v Speaker 1>able to figure out the Haitian problem.

0:28:55.920 --> 0:29:00.800
<v Speaker 2>Yeah they're not. I mean, it's massive gang violence, it's

0:29:01.120 --> 0:29:03.120
<v Speaker 2>massive human predation.

0:29:03.160 --> 0:29:05.440
<v Speaker 1>Are we still outsourcing this to the Kenyans and hoping

0:29:05.480 --> 0:29:06.040
<v Speaker 1>they can prevent?

0:29:06.120 --> 0:29:09.520
<v Speaker 2>I mean, they're they're the peacekeepers on the ground. There's

0:29:09.560 --> 0:29:13.880
<v Speaker 2>been some American money, some Canadian money, and some policing,

0:29:14.640 --> 0:29:19.320
<v Speaker 2>but support and training, But the United States, this being

0:29:19.560 --> 0:29:24.880
<v Speaker 2>right in America's backyard and Biden administration has done nothing

0:29:24.920 --> 0:29:28.640
<v Speaker 2>on it. Trump administration has done nothing on it. I

0:29:28.720 --> 0:29:31.880
<v Speaker 2>mean of course that the top concern is making sure

0:29:31.920 --> 0:29:34.040
<v Speaker 2>that Haitians can't make it to the US and sending

0:29:34.080 --> 0:29:36.880
<v Speaker 2>them back when they do. But aside from that, there's

0:29:36.920 --> 0:29:40.080
<v Speaker 2>a big not our problem. And you would you one

0:29:40.120 --> 0:29:43.800
<v Speaker 2>would think this would be more important in the context

0:29:43.800 --> 0:29:44.880
<v Speaker 2>of the Donro doctrine.

0:29:44.920 --> 0:29:47.800
<v Speaker 1>I was just gonna say, if you believe it right now,

0:29:48.280 --> 0:29:50.719
<v Speaker 1>As as a South Floridian, I can tell you the

0:29:50.720 --> 0:29:53.000
<v Speaker 1>Haitians don't have the political power that the Cubans do,

0:29:53.160 --> 0:29:55.480
<v Speaker 1>not even close. And you know, they don't have.

0:29:55.480 --> 0:29:58.320
<v Speaker 2>The business community. They're not in they're not the mara

0:29:58.360 --> 0:29:59.320
<v Speaker 2>Alago members and.

0:29:59.440 --> 0:30:01.760
<v Speaker 1>The Refever, if they could get into mar A Lago,

0:30:02.520 --> 0:30:07.280
<v Speaker 1>perhaps people there are supposed to be elections in Haiti.

0:30:07.320 --> 0:30:09.040
<v Speaker 1>The likelihood that happens this year.

0:30:09.160 --> 0:30:10.280
<v Speaker 2>Seems close to zero.

0:30:10.800 --> 0:30:15.880
<v Speaker 1>Yeah, all right, Greenland, I'm staying geographic here, stay in

0:30:15.880 --> 0:30:18.240
<v Speaker 1>a geographics stay in the hemisphere or the edge of

0:30:18.240 --> 0:30:21.480
<v Speaker 1>the what is Greenland western hemisphere or not? No, no, but.

0:30:22.320 --> 0:30:27.080
<v Speaker 2>It is now. It is now. That is the point.

0:30:27.240 --> 0:30:31.320
<v Speaker 1>What what's the you've got to people will pay you.

0:30:31.800 --> 0:30:33.960
<v Speaker 1>And I say this not in some sort of meaning

0:30:34.040 --> 0:30:36.720
<v Speaker 1>like you're a you're a consulting company, and you know

0:30:36.880 --> 0:30:39.200
<v Speaker 1>you're you're there to help people, Like, what's the most

0:30:39.280 --> 0:30:42.880
<v Speaker 1>likely scenario here? So what's the most likely scenario of

0:30:42.920 --> 0:30:48.880
<v Speaker 1>Greenland's relationship to the United States? January twentieth, twenty twenty nine.

0:30:52.720 --> 0:30:59.640
<v Speaker 2>So the the likelihood of an actual US military invasion

0:30:59.720 --> 0:31:05.320
<v Speaker 2>to hate Greenland strikes me as staggeringly low. That would

0:31:05.400 --> 0:31:09.920
<v Speaker 2>that would end NATO. It would be incredibly believe, right,

0:31:10.200 --> 0:31:13.360
<v Speaker 2>and it was incredibly unpopular in the United States. It

0:31:13.360 --> 0:31:16.720
<v Speaker 2>would also be incredibly unpopular in Greenland, frankly, and you know,

0:31:17.040 --> 0:31:19.479
<v Speaker 2>why would you want to deal with that? Right? But

0:31:19.480 --> 0:31:21.880
<v Speaker 2>but you know, that's like saying, what's the likelihood of

0:31:21.880 --> 0:31:25.160
<v Speaker 2>the Russians sending tanks into the Baltics? That's not the

0:31:25.200 --> 0:31:27.880
<v Speaker 2>way they get what they want, right, They use all

0:31:27.920 --> 0:31:31.120
<v Speaker 2>sorts of asymmetric warfare, and the Americans would have a

0:31:31.120 --> 0:31:34.600
<v Speaker 2>lot more carrots to use, because look, what they want

0:31:35.000 --> 0:31:38.960
<v Speaker 2>is to come up with a plan that Trump will

0:31:38.960 --> 0:31:44.880
<v Speaker 2>approve that has you know, an information campaign and all

0:31:44.920 --> 0:31:50.560
<v Speaker 2>sorts of money being thrown at them and coercion that

0:31:50.760 --> 0:31:54.400
<v Speaker 2>would get the Greenlanders to want to have a referendum

0:31:55.080 --> 0:32:00.160
<v Speaker 2>to leave Denmark and join the United States. Now, what

0:32:00.280 --> 0:32:03.920
<v Speaker 2>is the likelihood that such a thing could be successful.

0:32:04.680 --> 0:32:08.040
<v Speaker 2>We have no idea if it was, you know, held today,

0:32:08.320 --> 0:32:11.960
<v Speaker 2>it would you know, get defeated very very soundly.

0:32:12.440 --> 0:32:16.120
<v Speaker 1>But we have only fifty seven thousand constituents to buy off,

0:32:16.280 --> 0:32:18.920
<v Speaker 1>not that many, right, you might buy them off. And

0:32:18.960 --> 0:32:20.920
<v Speaker 1>it sounds like Trump thinks there's a chance to buy

0:32:20.960 --> 0:32:21.360
<v Speaker 1>him off.

0:32:21.600 --> 0:32:24.360
<v Speaker 2>Sure, sure he does. And he also loves the idea

0:32:24.400 --> 0:32:27.920
<v Speaker 2>of painting that island, you know, Trump Landia. I mean,

0:32:27.960 --> 0:32:31.120
<v Speaker 2>he's his entire life is about putting his name on stuff,

0:32:32.280 --> 0:32:35.720
<v Speaker 2>and whether it was buildings in the on the Upper

0:32:35.720 --> 0:32:39.320
<v Speaker 2>West Side that he doesn't own, or whether it's the

0:32:39.440 --> 0:32:44.440
<v Speaker 2>Kennedy Center or whether it's Greenland. Now, now, you know,

0:32:45.120 --> 0:32:48.280
<v Speaker 2>if you talk to the people in the national security

0:32:48.360 --> 0:32:53.400
<v Speaker 2>space in the Trump administration, most of them will say,

0:32:53.600 --> 0:32:56.000
<v Speaker 2>you can get a lot of what you need, and

0:32:56.040 --> 0:32:59.720
<v Speaker 2>there are real security concerns by negotiating with Denmark and

0:32:59.720 --> 0:33:03.280
<v Speaker 2>green then, but not everything. And so there is there

0:33:03.360 --> 0:33:05.560
<v Speaker 2>is a little bit of a real argument here, and

0:33:05.760 --> 0:33:07.960
<v Speaker 2>of course it's being developed because Trump is telling them

0:33:07.960 --> 0:33:09.920
<v Speaker 2>to So for example, sure, you know, what is.

0:33:09.880 --> 0:33:11.600
<v Speaker 1>That I was just going to say, what's the real

0:33:12.040 --> 0:33:14.080
<v Speaker 1>because this is not He's not the first president that

0:33:14.200 --> 0:33:16.360
<v Speaker 1>is one of this. There's I think we all see

0:33:16.400 --> 0:33:22.720
<v Speaker 1>the strategic uh need potentially and obviously with with thanks

0:33:22.720 --> 0:33:24.480
<v Speaker 1>to climate change, the Arctics is going to be a

0:33:24.480 --> 0:33:27.880
<v Speaker 1>battleground for resources and all sorts of things. So I

0:33:28.480 --> 0:33:30.960
<v Speaker 1>you know, the strategic need is there. But but what

0:33:31.120 --> 0:33:32.640
<v Speaker 1>is it that we couldn't get from a treaty?

0:33:32.800 --> 0:33:36.120
<v Speaker 2>So, I mean a few things. One the argument would

0:33:36.160 --> 0:33:41.160
<v Speaker 2>be that in particular, if it comes to stationing offensive weapons,

0:33:41.720 --> 0:33:45.760
<v Speaker 2>as the Russians and and even the Chinese become more assertive,

0:33:45.800 --> 0:33:48.840
<v Speaker 2>aggressive and present in the area, that's something that the

0:33:48.880 --> 0:33:54.200
<v Speaker 2>Greenlanders under Danish rule and with their own autonomy, would

0:33:54.560 --> 0:34:01.600
<v Speaker 2>would not want that. That also be slower pro bureaucratically

0:34:01.880 --> 0:34:06.000
<v Speaker 2>of getting agreements to allow you even to have defensive

0:34:06.000 --> 0:34:10.160
<v Speaker 2>and intelligence. We don't have NAT outposts there now, Yeah,

0:34:10.200 --> 0:34:12.400
<v Speaker 2>that is one outpost there with like one hundred and

0:34:12.400 --> 0:34:14.520
<v Speaker 2>fifty people there in the Cold War, of course is

0:34:14.560 --> 0:34:16.400
<v Speaker 2>more like fifteen thousands, So I mean it would be

0:34:16.520 --> 0:34:19.880
<v Speaker 2>very easy to ramp it up. But there are real,

0:34:20.840 --> 0:34:24.719
<v Speaker 2>albeit small and I think manageable, but still issues. And

0:34:24.760 --> 0:34:29.000
<v Speaker 2>there's another issue which is kind of more existential, and

0:34:30.200 --> 0:34:32.839
<v Speaker 2>it's a cute argument to use, but I get it,

0:34:33.320 --> 0:34:36.800
<v Speaker 2>which is that, well, you know, how much would the

0:34:36.880 --> 0:34:41.399
<v Speaker 2>Russians or Chinese believe the Americans would defend the territory

0:34:41.520 --> 0:34:46.200
<v Speaker 2>of an ally as opposed to territory that belongs to themselves,

0:34:45.880 --> 0:34:50.000
<v Speaker 2>and especially given that Trump is undermining the belief in

0:34:50.160 --> 0:34:52.839
<v Speaker 2>US led collective security. Like you've got the Baltics that

0:34:53.480 --> 0:34:56.279
<v Speaker 2>aren't convinced that America would necessarily go to bad for

0:34:56.320 --> 0:34:59.680
<v Speaker 2>them if need be. So if Greenland is still a

0:34:59.719 --> 0:35:03.960
<v Speaker 2>part of Denmark, well, yeah it's NATO, but would America

0:35:04.080 --> 0:35:07.160
<v Speaker 2>really defend it. Where if it's America, you know they'll

0:35:07.200 --> 0:35:10.680
<v Speaker 2>defend it as America. It's a weird argument because, of course,

0:35:10.719 --> 0:35:14.120
<v Speaker 2>again Trump is undermining it himself. But I do kind

0:35:14.200 --> 0:35:20.759
<v Speaker 2>of understand the existential logic having said all of those things, Chuck,

0:35:21.040 --> 0:35:25.160
<v Speaker 2>I don't want to give the audience the wrong idea. Overwhelmingly,

0:35:26.000 --> 0:35:29.239
<v Speaker 2>this is Trump deciding I have to have my name

0:35:29.239 --> 0:35:31.400
<v Speaker 2>on this thing. This is a legacy issue for me.

0:35:31.520 --> 0:35:35.520
<v Speaker 2>Is the most consequential American president in history. It's not

0:35:35.600 --> 0:35:38.040
<v Speaker 2>like he cared about it on his first term, and

0:35:38.080 --> 0:35:41.319
<v Speaker 2>those issues were all present during his first term.

0:35:41.840 --> 0:35:47.520
<v Speaker 1>Right, is there a price that the Danes would say, well,

0:35:47.640 --> 0:35:48.680
<v Speaker 1>we can't say no to that.

0:35:50.360 --> 0:35:56.200
<v Speaker 2>This is not only panicking the Danes and the Nordics,

0:35:56.760 --> 0:36:00.279
<v Speaker 2>but it's making them incredibly angry, like with Canada and

0:36:00.440 --> 0:36:01.680
<v Speaker 2>unlike with Latin Americas.

0:36:01.760 --> 0:36:04.000
<v Speaker 1>So it's a boomerang. It's an anti Americanism is.

0:36:04.400 --> 0:36:09.920
<v Speaker 2>Causing permanent damage to the US relationship with Europe, permanent damage.

0:36:10.000 --> 0:36:15.160
<v Speaker 2>The Americans throwing the Ukrainians under the bus on many instances,

0:36:15.200 --> 0:36:19.480
<v Speaker 2>and the Europeans coming back and also paying for it themselves.

0:36:20.480 --> 0:36:26.560
<v Speaker 2>The Americans promoting eurosceptic parties, including in Germany the AfD,

0:36:26.760 --> 0:36:30.160
<v Speaker 2>which many Germans consider to be a neo Nazi party,

0:36:31.280 --> 0:36:36.080
<v Speaker 2>the Greenland issue. There are so many instances where the

0:36:36.120 --> 0:36:41.640
<v Speaker 2>Europeans today consider the Americans fundamentally unreliable. And I think

0:36:41.680 --> 0:36:43.520
<v Speaker 2>this is going to cause permanent damage to the.

0:36:43.560 --> 0:36:47.920
<v Speaker 1>Relationship it already had. I mean, yeah, there's no coming

0:36:48.120 --> 0:36:50.799
<v Speaker 1>I mean and that, and I'm gonna save this to

0:36:50.880 --> 0:36:53.040
<v Speaker 1>the end. But it's sort of like, it doesn't sound

0:36:53.160 --> 0:36:55.560
<v Speaker 1>like a change of administrations just flips a switch.

0:36:55.640 --> 0:36:58.360
<v Speaker 2>This time, not this time, not this time.

0:36:58.920 --> 0:37:04.120
<v Speaker 1>All right, let's move to Iran. You know, I know

0:37:04.239 --> 0:37:07.520
<v Speaker 1>that a regime falls. It's like the definition of bankruptcy

0:37:07.600 --> 0:37:10.359
<v Speaker 1>first it's slowly, then it's quickly, right like we knew

0:37:10.400 --> 0:37:12.239
<v Speaker 1>Syria would fall, We knew a Sod would fall, we

0:37:12.280 --> 0:37:14.480
<v Speaker 1>just don't know when. And all of a sudden one day,

0:37:14.520 --> 0:37:17.120
<v Speaker 1>Oh my god, as Sod's gone. Right, he's in Russia.

0:37:17.120 --> 0:37:21.520
<v Speaker 1>It's over. And I have a feeling it's like this.

0:37:21.680 --> 0:37:24.600
<v Speaker 1>I was in Abu Dhabi about a month ago. It's

0:37:24.640 --> 0:37:28.360
<v Speaker 1>a huge Iranian diaspora there, and the optimism that the

0:37:28.400 --> 0:37:31.480
<v Speaker 1>regime is going to fall was through the roof then,

0:37:31.719 --> 0:37:36.160
<v Speaker 1>and this was pre protests. Do you think this regime

0:37:36.239 --> 0:37:37.160
<v Speaker 1>last the calendar year?

0:37:37.680 --> 0:37:41.399
<v Speaker 2>I would love to say that it does it. I'd

0:37:41.480 --> 0:37:44.000
<v Speaker 2>love to see the back of this regime so incredibly

0:37:44.080 --> 0:37:48.200
<v Speaker 2>repressive of its own people and exporting so much instability

0:37:49.000 --> 0:37:55.000
<v Speaker 2>with bad actors around the region. Hamas has the Lah others.

0:37:56.080 --> 0:38:01.279
<v Speaker 2>But it feels to me like they still have very

0:38:01.400 --> 0:38:06.360
<v Speaker 2>significant capacity to repress, and I haven't yet seen cracks

0:38:06.400 --> 0:38:10.720
<v Speaker 2>inside the regime itself. The Supreme Leader is incredibly old.

0:38:10.719 --> 0:38:13.200
<v Speaker 2>He's mid eighties. I think he's like eighty six now.

0:38:13.320 --> 0:38:18.040
<v Speaker 2>He's quite he's quite frail, he's ailing, he's had it

0:38:18.080 --> 0:38:22.080
<v Speaker 2>seems like he's had cancer that he's dealing with but

0:38:22.840 --> 0:38:27.000
<v Speaker 2>he's hand selected all of the top security officials, and

0:38:27.000 --> 0:38:30.920
<v Speaker 2>they don't seem to be in any way backing away

0:38:30.960 --> 0:38:37.200
<v Speaker 2>from him. We've seen no climb down. Despite American pressure

0:38:38.000 --> 0:38:42.400
<v Speaker 2>for the IRGC, the Islamic revolution of Guard Core and

0:38:42.440 --> 0:38:45.200
<v Speaker 2>the besiege the paramilitary group under them that does the

0:38:45.560 --> 0:38:51.160
<v Speaker 2>head knocking and the shooting, we've seen no willingness of

0:38:51.239 --> 0:38:54.200
<v Speaker 2>them to say no to orders or back away. The

0:38:54.320 --> 0:38:58.960
<v Speaker 2>repression has been very extensive. And that's that's included technical

0:38:59.719 --> 0:39:02.840
<v Speaker 2>press in terms of you know, shutting down electricity, shutting

0:39:02.920 --> 0:39:07.520
<v Speaker 2>down the internet, and the rest and enforcements across the

0:39:07.560 --> 0:39:14.960
<v Speaker 2>country despite very different regional you know makeups, ethnic makeup,

0:39:15.000 --> 0:39:19.040
<v Speaker 2>and the rest in different parts of irun So and

0:39:19.160 --> 0:39:23.560
<v Speaker 2>the United States, as much as Trump has said, you know,

0:39:22.960 --> 0:39:27.480
<v Speaker 2>you better behavior else We're going to hit you. So far,

0:39:27.600 --> 0:39:30.880
<v Speaker 2>the plans for what the US might do seem to

0:39:30.920 --> 0:39:35.080
<v Speaker 2>be pretty pinpoint and symbolically, I mean, I expect at

0:39:35.080 --> 0:39:37.799
<v Speaker 2>some point actually some military strikes for the US.

0:39:37.880 --> 0:39:40.080
<v Speaker 1>What would that look like and what could be effective?

0:39:40.520 --> 0:39:42.759
<v Speaker 2>Oh well, what it would look like and what could

0:39:42.760 --> 0:39:45.040
<v Speaker 2>be effective or two different things. So one what it

0:39:45.080 --> 0:39:47.000
<v Speaker 2>would look like. I mean, right now, it looks like

0:39:47.040 --> 0:39:49.280
<v Speaker 2>it's going to be the US going after the police,

0:39:49.320 --> 0:39:53.320
<v Speaker 2>the US going after the paramilitary forces directly, not taking

0:39:53.360 --> 0:39:56.920
<v Speaker 2>out the supreme leader. I'd like to see them be

0:39:57.000 --> 0:40:00.320
<v Speaker 2>a little more creative than that. You know, for exams sample,

0:40:01.160 --> 0:40:05.239
<v Speaker 2>you have all of these judges that are serving the

0:40:05.320 --> 0:40:10.480
<v Speaker 2>regime and are handing down sentences without any evidence, no

0:40:10.640 --> 0:40:14.279
<v Speaker 2>rule of law, innocent people that are being sentenced to

0:40:14.360 --> 0:40:20.279
<v Speaker 2>horrible jails, time or death, and those judges have never

0:40:20.320 --> 0:40:24.799
<v Speaker 2>been targeted, and frankly they should be. They are instruments

0:40:24.800 --> 0:40:27.759
<v Speaker 2>of terror in the Iranian regime. You know, the Israelis

0:40:27.800 --> 0:40:31.040
<v Speaker 2>have targeted nuclear scientists. No one's after gone after the

0:40:31.040 --> 0:40:34.600
<v Speaker 2>people that are actually sending civilians to their death. That

0:40:34.719 --> 0:40:37.560
<v Speaker 2>strikes me is you know, you go after them, you

0:40:37.600 --> 0:40:41.960
<v Speaker 2>go after some of these softer points that allow a

0:40:43.040 --> 0:40:51.080
<v Speaker 2>dictatorship of theocracy to unleash terror within the country. Maybe

0:40:51.200 --> 0:40:53.479
<v Speaker 2>you start to unravel it a little bit. But again,

0:40:53.480 --> 0:40:55.880
<v Speaker 2>if if you were asking me to make a bet,

0:40:56.360 --> 0:40:59.279
<v Speaker 2>are they gone, Are they gone in five years, Yeah,

0:40:59.280 --> 0:41:01.719
<v Speaker 2>they're gone in three years probably? Are they gone in

0:41:01.800 --> 0:41:06.000
<v Speaker 2>like six months? That's a harder call for me. Right

0:41:06.040 --> 0:41:11.000
<v Speaker 2>now doesn't feel imminent, especially because on the ground I mean,

0:41:11.040 --> 0:41:17.240
<v Speaker 2>there's a lot of support inside Iran for Razapaalabi, who's

0:41:17.280 --> 0:41:19.919
<v Speaker 2>the one that's saying I want you all out there demonstrating,

0:41:20.000 --> 0:41:25.160
<v Speaker 2>but there's no real organization of an opposition movement inside

0:41:25.200 --> 0:41:26.000
<v Speaker 2>Iran itself.

0:41:29.920 --> 0:41:33.560
<v Speaker 1>Having good life insurance is incredibly important. I know from

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<v Speaker 1>life insurance is something you should really think about, especially

0:43:07.960 --> 0:43:16.799
<v Speaker 1>if you've got a growing family. Somebody indicated to me

0:43:16.840 --> 0:43:21.000
<v Speaker 1>that they thought the president was quietly. Somebody said it

0:43:21.080 --> 0:43:25.279
<v Speaker 1>sort of so that the president sort of is prepared to

0:43:25.320 --> 0:43:29.720
<v Speaker 1>become the Gorbacheff of Iran, and I thought, I'll believe

0:43:29.719 --> 0:43:30.440
<v Speaker 1>it when I say it.

0:43:30.840 --> 0:43:35.799
<v Speaker 2>I mean, he's weak. He is more of a centrist

0:43:36.040 --> 0:43:39.680
<v Speaker 2>in the Iranian context than was expected when those presidential

0:43:39.680 --> 0:43:44.680
<v Speaker 2>elections occurred. But I mean, he is seen as a

0:43:44.680 --> 0:43:49.320
<v Speaker 2>failed figure. The economy has utterly collapsed under his rule.

0:43:49.400 --> 0:43:51.000
<v Speaker 2>He engaged in a.

0:43:50.920 --> 0:43:53.439
<v Speaker 1>Whole pultable water in Tehran right now.

0:43:54.880 --> 0:43:58.320
<v Speaker 2>Yeah, they've got a massive water crisis in the capitol

0:43:59.280 --> 0:44:03.799
<v Speaker 2>and he he was supporting behind the scenes talks with

0:44:03.880 --> 0:44:08.239
<v Speaker 2>the Americans, and that's happening again through Oman and they're

0:44:08.320 --> 0:44:12.680
<v Speaker 2>good offices, but the Supreme Leader has stopped anything from happening.

0:44:12.680 --> 0:44:15.120
<v Speaker 2>So I don't know that the president possession would be

0:44:15.239 --> 0:44:18.760
<v Speaker 2>useful in really driving a different outcome.

0:44:19.160 --> 0:44:22.319
<v Speaker 1>Are we stretched a little thin right now with Venezuela,

0:44:22.440 --> 0:44:25.600
<v Speaker 1>with what we're doing in Syria, with what to douce

0:44:25.719 --> 0:44:28.120
<v Speaker 1>more in Iran? Would are we prepared if we wanted

0:44:28.120 --> 0:44:30.319
<v Speaker 1>to do something, could we do it immediately? Or do

0:44:30.320 --> 0:44:33.840
<v Speaker 1>we actually have a little bit because of this Venezuela exercise.

0:44:34.840 --> 0:44:37.719
<v Speaker 2>The B two's are all been you know, they're all

0:44:37.800 --> 0:44:42.560
<v Speaker 2>repositioned Diego Garcia. There's massive amount of firepower and readiness

0:44:43.000 --> 0:44:45.080
<v Speaker 2>to engage in those strikes. If that's what you do.

0:44:45.160 --> 0:44:47.480
<v Speaker 2>You could also send them from like Montana if you

0:44:47.560 --> 0:44:50.880
<v Speaker 2>really needed to, right we did Americans have that capacity Again,

0:44:51.120 --> 0:44:53.840
<v Speaker 2>if you're not talking about boots on the ground and

0:44:54.080 --> 0:44:57.000
<v Speaker 2>actual regime change with an ability to execute on it.

0:44:57.040 --> 0:45:01.359
<v Speaker 2>The limitations of the US military suddenly how much much less.

0:45:01.360 --> 0:45:04.120
<v Speaker 1>So I don't want to like get ahead of ourselves,

0:45:04.200 --> 0:45:05.880
<v Speaker 1>But what would this mean for a rock.

0:45:08.440 --> 0:45:13.120
<v Speaker 2>It would mean that a significant constraint on their government

0:45:14.360 --> 0:45:19.759
<v Speaker 2>and the lever that has prevented them from working more

0:45:19.800 --> 0:45:25.160
<v Speaker 2>effectively with the big powers in the region would be gone.

0:45:25.680 --> 0:45:27.960
<v Speaker 2>And I think that that would be a useful thing

0:45:28.000 --> 0:45:29.560
<v Speaker 2>for a Rocky economic.

0:45:29.200 --> 0:45:32.720
<v Speaker 1>I mean, you know, you paid a picture. It's like God,

0:45:32.840 --> 0:45:35.240
<v Speaker 1>you know, if a run, if this regime went away,

0:45:35.880 --> 0:45:38.759
<v Speaker 1>maybe Syria could thrive, Maybe Lebanon could thrive, Maybe I

0:45:38.840 --> 0:45:41.640
<v Speaker 1>Rock could thrive. Right like feels like it's steady. I mean,

0:45:41.640 --> 0:45:45.000
<v Speaker 1>are we're being too optimistic about what would happen after

0:45:45.040 --> 0:45:46.640
<v Speaker 1>the fall of this regime.

0:45:47.040 --> 0:45:52.279
<v Speaker 2>Well, we've seen that Saudi Arabia, you know, which we've

0:45:52.320 --> 0:45:56.560
<v Speaker 2>thought of as a twenty years ago, even ten years ago,

0:45:57.000 --> 0:46:03.520
<v Speaker 2>as an enormously conservative and pretty repressive monarchy, and today

0:46:04.000 --> 0:46:09.520
<v Speaker 2>I mean truly revolutionary in the positive sense, for young people,

0:46:09.640 --> 0:46:13.560
<v Speaker 2>for women participating in the economy, for tourism becoming a

0:46:13.600 --> 0:46:16.680
<v Speaker 2>real part of GDP tourism in Saudi Arabia, like no

0:46:16.680 --> 0:46:19.160
<v Speaker 2>one was talking about that ten years ago, and now

0:46:19.200 --> 0:46:22.160
<v Speaker 2>it's increasingly becoming a world class destination.

0:46:22.760 --> 0:46:25.120
<v Speaker 1>Still probably go to Abu Dhabi or Dubai before ryadd

0:46:25.160 --> 0:46:26.239
<v Speaker 1>but still you know, go for it.

0:46:26.239 --> 0:46:30.640
<v Speaker 2>But Alula is now becoming a world class must do destination,

0:46:30.719 --> 0:46:33.319
<v Speaker 2>which is in Saudi Arabia, and if you haven't heard

0:46:33.360 --> 0:46:35.600
<v Speaker 2>of it yet, you will within another year or two.

0:46:35.880 --> 0:46:41.040
<v Speaker 2>So definitely they're putting real effort into that. And yeah,

0:46:41.080 --> 0:46:43.040
<v Speaker 2>it's going to be for tourists in the region first,

0:46:43.040 --> 0:46:45.200
<v Speaker 2>but then it's going to be from all over the world.

0:46:45.320 --> 0:46:49.880
<v Speaker 2>So you know, I think that don't underestimate what energy,

0:46:49.920 --> 0:46:54.160
<v Speaker 2>wealth and some technocrats can accomplish given level of control.

0:46:54.400 --> 0:46:56.440
<v Speaker 2>And of course what you have in Saudi Arabia and

0:46:56.480 --> 0:46:59.280
<v Speaker 2>the Emirates in particular, I mean cut it is tiny,

0:46:59.760 --> 0:47:04.680
<v Speaker 2>but you have, you know, very strong centralized control and

0:47:04.800 --> 0:47:07.920
<v Speaker 2>all you need is the ability to support a reform process,

0:47:08.239 --> 0:47:11.560
<v Speaker 2>which they didn't have before. The Emiratis went first, and

0:47:11.600 --> 0:47:13.720
<v Speaker 2>now the Saudis are fast following.

0:47:16.320 --> 0:47:22.239
<v Speaker 1>Maybe Nan Yahoo. You know, it's interesting. I remember there's

0:47:22.239 --> 0:47:25.839
<v Speaker 1>a poll right before the ceasefire which said as soon

0:47:25.840 --> 0:47:31.320
<v Speaker 1>as there's a ceasefire, sixty percent of Israelis wanted him out.

0:47:31.680 --> 0:47:33.799
<v Speaker 1>I don't see a path for him to be out

0:47:33.840 --> 0:47:35.960
<v Speaker 1>anytime soon. But what's your sense.

0:47:36.800 --> 0:47:39.320
<v Speaker 2>I think that it's going to be a very close

0:47:39.400 --> 0:47:44.640
<v Speaker 2>run election. Israel is a fragmented multi party system where

0:47:44.680 --> 0:47:50.320
<v Speaker 2>coalition building is extremely hard and also very opaque until

0:47:50.360 --> 0:47:53.960
<v Speaker 2>after you have the votes in. We could easily He's

0:47:54.000 --> 0:47:59.399
<v Speaker 2>an incredibly talented tactician in election math and management. He's

0:47:59.440 --> 0:48:02.480
<v Speaker 2>also very charismatic and being able to convince people that

0:48:02.560 --> 0:48:06.440
<v Speaker 2>he can give them the world and that others along that. So,

0:48:06.880 --> 0:48:09.920
<v Speaker 2>I mean, it's really hard to count him out. But

0:48:10.400 --> 0:48:13.040
<v Speaker 2>he could absolutely not be a part of the next

0:48:13.080 --> 0:48:16.960
<v Speaker 2>government in Israel. I think that that is that is

0:48:17.080 --> 0:48:20.200
<v Speaker 2>plausible as we look, are plausible this time than there

0:48:20.200 --> 0:48:23.279
<v Speaker 2>has been in quite some time, probably, And and you know,

0:48:23.840 --> 0:48:27.480
<v Speaker 2>the fact is that normalization with Saudi Arabia, once BB

0:48:27.719 --> 0:48:31.560
<v Speaker 2>is gone is absolutely on the table. Then you can

0:48:31.600 --> 0:48:35.600
<v Speaker 2>move ahead with Phase two, which BB opposes, but which

0:48:35.760 --> 0:48:38.000
<v Speaker 2>you know you could actually move on.

0:48:38.160 --> 0:48:38.359
<v Speaker 1>Now.

0:48:38.600 --> 0:48:41.880
<v Speaker 2>The Israelis don't support a Palestinian state anymore, there is

0:48:41.920 --> 0:48:44.239
<v Speaker 2>no there's no support for that in the population as

0:48:44.280 --> 0:48:48.879
<v Speaker 2>a whole, but there is support for I think among

0:48:48.920 --> 0:48:53.160
<v Speaker 2>the majority of the population for the peace plan that

0:48:53.360 --> 0:48:57.920
<v Speaker 2>actually passed the Security Council, the American peace Plan that

0:48:58.040 --> 0:49:00.000
<v Speaker 2>past the Security count This, this is probably the most

0:49:00.120 --> 0:49:05.040
<v Speaker 2>improbable foreign policy win by the United States in the

0:49:05.080 --> 0:49:07.759
<v Speaker 2>first year of Trump, because the US went from being

0:49:07.800 --> 0:49:14.319
<v Speaker 2>completely isolated by pretty much everyone for supporting a war

0:49:14.360 --> 0:49:18.040
<v Speaker 2>that was considered ethnic cleansing by the vast majority of

0:49:18.080 --> 0:49:22.360
<v Speaker 2>the world's governments and populations, with massive humanitarian damage and

0:49:22.440 --> 0:49:26.320
<v Speaker 2>tens of thousands of Palestinians killed kids, right, all huge

0:49:26.360 --> 0:49:30.800
<v Speaker 2>humanitarian outrage. And then suddenly Trump got all the countries

0:49:30.840 --> 0:49:34.680
<v Speaker 2>in the region together and during the United Nations and

0:49:34.840 --> 0:49:38.040
<v Speaker 2>said We're going to make a ceasefire happen. And everyone

0:49:38.239 --> 0:49:40.920
<v Speaker 2>passes it in the Security Council except the Russians and

0:49:41.000 --> 0:49:42.360
<v Speaker 2>Chinese who abstain.

0:49:43.080 --> 0:49:45.960
<v Speaker 1>You know, it's fascinating about Trump with this. I've said this.

0:49:46.120 --> 0:49:49.400
<v Speaker 1>You know, he's the last person you'd want to negotiate

0:49:49.440 --> 0:49:51.080
<v Speaker 1>with Europe, but he might be the only person you

0:49:51.120 --> 0:49:53.640
<v Speaker 1>want negotiating in the Middle East. In a weird way,

0:49:54.040 --> 0:49:57.799
<v Speaker 1>his style, his transactional nature. Look, I don't think he

0:49:57.880 --> 0:50:01.520
<v Speaker 1>cares about BB, and BB's gonna find this out. And

0:50:02.400 --> 0:50:06.800
<v Speaker 1>but in a weird way, he speaks the same language,

0:50:07.000 --> 0:50:10.600
<v Speaker 1>and and he's it works there. It doesn't work in

0:50:10.640 --> 0:50:11.320
<v Speaker 1>a lot of other.

0:50:11.200 --> 0:50:13.680
<v Speaker 2>Parts of the world, but he's so popular there. Weirdly

0:50:13.719 --> 0:50:17.719
<v Speaker 2>went to the Kanesset and spoke there. I mean, the

0:50:17.840 --> 0:50:21.839
<v Speaker 2>ovations that he was getting popular from the not it's

0:50:21.880 --> 0:50:24.719
<v Speaker 2>not even close. I mean, he's unpopular, and rightfully so.

0:50:25.120 --> 0:50:28.799
<v Speaker 2>But Trump is wildly popular, very popular across because he's

0:50:28.840 --> 0:50:32.040
<v Speaker 2>delivered for them. He's the one that moved the American

0:50:32.080 --> 0:50:35.960
<v Speaker 2>embassy to Jerusalem after so many presidents Democrat Republican promised

0:50:35.960 --> 0:50:39.200
<v Speaker 2>and then didn't deliver. He's the one that recognized the

0:50:39.239 --> 0:50:43.120
<v Speaker 2>goal on Heights as part of Israel, which another president,

0:50:43.239 --> 0:50:47.480
<v Speaker 2>other presidents wouldn't do. So he has delivered for the israelis.

0:50:48.840 --> 0:50:51.680
<v Speaker 1>No, which is why he he alone, might be the

0:50:51.719 --> 0:50:55.200
<v Speaker 1>person which may in its own way, why the world.

0:50:55.080 --> 0:50:57.759
<v Speaker 2>Sort OF's like, Okay, you can get this done, go

0:50:57.840 --> 0:51:01.799
<v Speaker 2>do it right. Yeah, Being clearly he was more more

0:51:01.880 --> 0:51:05.560
<v Speaker 2>capable of pressuring Israel when he felt like it, and

0:51:05.600 --> 0:51:06.120
<v Speaker 2>he did.

0:51:08.520 --> 0:51:09.439
<v Speaker 1>This to China.

0:51:09.520 --> 0:51:11.960
<v Speaker 2>Will this be like that kind of foreign policy victory

0:51:11.960 --> 0:51:15.800
<v Speaker 2>in his legacy not? I think not. If if bb wins,

0:51:15.880 --> 0:51:18.200
<v Speaker 2>if he's he's part of the coalition because I think

0:51:18.200 --> 0:51:22.960
<v Speaker 2>that again, what Trump really wants is the Saudi normalization,

0:51:23.160 --> 0:51:26.920
<v Speaker 2>and I's gone, you can't do that until you end

0:51:27.000 --> 0:51:30.879
<v Speaker 2>the Israeli occupation of guys that you create some reconstruction.

0:51:31.560 --> 0:51:32.920
<v Speaker 2>I don't think it has to be a state, but

0:51:32.960 --> 0:51:36.360
<v Speaker 2>there has to be some kind of self governance with

0:51:36.520 --> 0:51:40.880
<v Speaker 2>security provided by outsiders but not Israel, and that just

0:51:41.040 --> 0:51:43.560
<v Speaker 2>I don't think that can happen as long as BB

0:51:43.760 --> 0:51:46.279
<v Speaker 2>is there. And let's also keep in mind that the

0:51:46.320 --> 0:51:50.839
<v Speaker 2>settlements in the West Bank are expanding and BB's far

0:51:50.960 --> 0:51:55.480
<v Speaker 2>right allies are pushing that and not Yahoo is supporting it.

0:51:55.920 --> 0:52:02.040
<v Speaker 1>Yep. I don't know how you unwind that.

0:52:00.000 --> 0:52:02.239
<v Speaker 2>So that I think that that those are facts on the.

0:52:02.200 --> 0:52:06.279
<v Speaker 1>Ground, and I don't know it's a I've been in

0:52:06.360 --> 0:52:11.880
<v Speaker 1>plenty of conversations with a certain monarch who touches that

0:52:11.960 --> 0:52:14.759
<v Speaker 1>West Bank. I mean some things, the toothpastes out of

0:52:14.760 --> 0:52:15.640
<v Speaker 1>the tube.

0:52:15.520 --> 0:52:18.759
<v Speaker 2>Yeah yeah, I mean, how many millions of Palestinians are

0:52:18.800 --> 0:52:22.480
<v Speaker 2>living in Jordan now and the right of return, Yeah,

0:52:22.520 --> 0:52:25.040
<v Speaker 2>that is never happening. Remember there was a deal that

0:52:25.280 --> 0:52:29.480
<v Speaker 2>Jared Broker that got you before the Abraham Accords, that

0:52:29.600 --> 0:52:32.480
<v Speaker 2>I mean was a lot less territory for the Palestinians

0:52:33.000 --> 0:52:36.760
<v Speaker 2>than they would have had with the previous Camp David accords.

0:52:37.239 --> 0:52:42.160
<v Speaker 2>And yet you know was couldn't get done, non starter

0:52:42.280 --> 0:52:45.040
<v Speaker 2>for the Palestinians, and still reflected much more than they

0:52:45.040 --> 0:52:49.560
<v Speaker 2>have now. And that's the problems, the power asymmetries between

0:52:49.600 --> 0:52:53.240
<v Speaker 2>the Palestinians and the Israelis, and between the entire axis

0:52:53.239 --> 0:52:56.160
<v Speaker 2>of resistance in the Israelis, including Iran and the Israelis.

0:52:56.520 --> 0:53:00.480
<v Speaker 2>The Israelis have the military capabilities and the wherewithal.

0:53:00.480 --> 0:53:02.160
<v Speaker 1>No they're going to be able to dictate the terms

0:53:02.200 --> 0:53:02.840
<v Speaker 1>of the surrender.

0:53:03.000 --> 0:53:05.399
<v Speaker 2>It's funny. Ant Yahoo just came out today, I don't

0:53:05.400 --> 0:53:07.680
<v Speaker 2>know if you saw that and said he really wants

0:53:07.719 --> 0:53:13.160
<v Speaker 2>to end the Israeli reliance on all of the American

0:53:13.280 --> 0:53:15.600
<v Speaker 2>foreign aid in the next ten years. He doesn't want

0:53:15.600 --> 0:53:19.279
<v Speaker 2>any more defense support. He wants the belief and the

0:53:19.320 --> 0:53:22.200
<v Speaker 2>support of the American people the American government, but he

0:53:22.239 --> 0:53:24.920
<v Speaker 2>doesn't want the money. I mean, I will believe that

0:53:25.000 --> 0:53:29.640
<v Speaker 2>when it happens. But it's interesting because he understands that

0:53:29.719 --> 0:53:32.680
<v Speaker 2>the relying on the American taxpayers has been such an

0:53:32.760 --> 0:53:36.160
<v Speaker 2>incredible populous push in the US, and the US has

0:53:36.360 --> 0:53:39.400
<v Speaker 2>ended that for you know, almost.

0:53:39.160 --> 0:53:42.880
<v Speaker 1>Everybody else around them phebe if BB Well, nobody's done

0:53:42.920 --> 0:53:46.319
<v Speaker 1>more damage Daser's reputation in the United States than Bbnanya

0:53:47.320 --> 0:53:49.879
<v Speaker 1>left and right for we can say some of it.

0:53:50.160 --> 0:53:52.279
<v Speaker 1>He's on him for sure. Whatever it is, he has

0:53:52.400 --> 0:53:55.799
<v Speaker 1>not helped the situation, particularly in.

0:53:55.760 --> 0:53:57.360
<v Speaker 2>His very divisive figure.

0:53:57.440 --> 0:54:01.759
<v Speaker 1>Yeah, particularly, and I think how he handled let's move

0:54:01.800 --> 0:54:09.960
<v Speaker 1>to Ukraine. Yeah, it feels as if, let me ask you,

0:54:10.000 --> 0:54:13.279
<v Speaker 1>this is Trump going to be fine if the Europeans

0:54:13.320 --> 0:54:15.719
<v Speaker 1>take the lead in helping the Ukrainians. And does he

0:54:15.840 --> 0:54:18.800
<v Speaker 1>just sort of has he given up on Putin? Because

0:54:18.880 --> 0:54:21.000
<v Speaker 1>I get the sense he's thinking about giving up on Putin.

0:54:21.239 --> 0:54:23.600
<v Speaker 2>I mean, yeah, but you probably would have had that

0:54:23.760 --> 0:54:28.400
<v Speaker 2>sense occasionally on several occasions over the last six months. Right,

0:54:28.440 --> 0:54:31.000
<v Speaker 2>He's he's kind of moved in that direction, and then

0:54:31.080 --> 0:54:34.400
<v Speaker 2>he backs off. He does ready to hit the Ukrainians

0:54:34.440 --> 0:54:36.279
<v Speaker 2>again because they're weak and see if you can get

0:54:36.280 --> 0:54:38.239
<v Speaker 2>more out of them. He wants to end the war.

0:54:38.880 --> 0:54:41.880
<v Speaker 2>He's failed to end the war. It's mostly because the

0:54:41.960 --> 0:54:45.080
<v Speaker 2>Russians are giving him nothing. He's put a little bit

0:54:45.080 --> 0:54:48.799
<v Speaker 2>of pressure on Russia, but far more pressure on the Ukrainians.

0:54:49.200 --> 0:54:52.919
<v Speaker 2>But the interesting thing is that the Europeans are now

0:54:52.960 --> 0:54:57.960
<v Speaker 2>spending all the money. So for Trump to cut off Ukraine, well,

0:54:58.040 --> 0:55:02.640
<v Speaker 2>that would have to tell the America can military industrial complex,

0:55:03.080 --> 0:55:06.440
<v Speaker 2>you are no longer allowed to sell weapons to the Europeans.

0:55:07.360 --> 0:55:12.400
<v Speaker 1>Well wait a minute, but intelligence sharing, intelligence sharing still happening, right, yeah, yeah,

0:55:12.480 --> 0:55:15.560
<v Speaker 1>But I mean if that were cut off, that would

0:55:15.560 --> 0:55:16.120
<v Speaker 1>be a big deal.

0:55:16.160 --> 0:55:19.279
<v Speaker 2>Not as small it would it would absolutely it is

0:55:19.719 --> 0:55:24.239
<v Speaker 2>less of a complete game changer than having the ammunition

0:55:25.080 --> 0:55:28.279
<v Speaker 2>and having the missiles and all the rest. But the

0:55:28.320 --> 0:55:33.040
<v Speaker 2>reality is that the United States is going to continue

0:55:33.520 --> 0:55:36.640
<v Speaker 2>to provide those weapons. They're going to continue to allow

0:55:36.640 --> 0:55:39.400
<v Speaker 2>the Europeans to buy them and transfer them to Ukraine,

0:55:39.400 --> 0:55:41.840
<v Speaker 2>and that allows the Ukrainians to continue to fight. And

0:55:41.880 --> 0:55:45.080
<v Speaker 2>that's a pretty big deal. So the Americans are going

0:55:45.120 --> 0:55:49.680
<v Speaker 2>to continue to be complicit, fully complicit in Ukraine's defense,

0:55:50.080 --> 0:55:53.040
<v Speaker 2>and as long as that is true, you can't really

0:55:53.120 --> 0:55:55.600
<v Speaker 2>have a US Russia deal. So Trump has kind of

0:55:55.600 --> 0:55:58.960
<v Speaker 2>been cut off by the Europeans. The Europeans have bought

0:55:59.000 --> 0:56:02.360
<v Speaker 2>themselves a seat at the table. They bought themselves a

0:56:02.480 --> 0:56:08.640
<v Speaker 2>veto on Trump's ability to drive full capitulation of the Ukrainians,

0:56:09.200 --> 0:56:13.239
<v Speaker 2>and that forces Trump to squeeze the Russians a little

0:56:13.239 --> 0:56:15.640
<v Speaker 2>bit more if he wants to try to get a ceasefire,

0:56:15.719 --> 0:56:19.520
<v Speaker 2>like he has on telling the Indians to stop buying

0:56:19.960 --> 0:56:24.240
<v Speaker 2>Russian oil or else there won't be a US India

0:56:24.400 --> 0:56:28.760
<v Speaker 2>trade deal. And Mukesh Ambani in reliance just stopped buying

0:56:28.880 --> 0:56:32.400
<v Speaker 2>Russian crude in the last few weeks for example. So

0:56:32.440 --> 0:56:35.440
<v Speaker 2>it's it's meaningful, it's it's causing some some pain to

0:56:35.440 --> 0:56:36.440
<v Speaker 2>the Russians.

0:56:37.440 --> 0:56:40.759
<v Speaker 1>What's some you know, we've we've there's been a lot

0:56:40.800 --> 0:56:43.400
<v Speaker 1>of speculation that that that the longer this war goes,

0:56:43.440 --> 0:56:47.600
<v Speaker 1>that eventually it would create internal descent in Russia. In Russia,

0:56:49.719 --> 0:56:52.680
<v Speaker 1>you know, you hear anecdotal we'll see a report here

0:56:52.760 --> 0:56:57.319
<v Speaker 1>or there. One would assume that now more people know

0:56:57.400 --> 0:57:00.200
<v Speaker 1>somebody killed in this war than they did yesterday, day

0:57:00.280 --> 0:57:03.040
<v Speaker 1>and the day before, et cetera. Yeah, what's your sense

0:57:03.120 --> 0:57:07.960
<v Speaker 1>in your sources of sort of of of the level

0:57:08.320 --> 0:57:12.720
<v Speaker 1>of discouragement in the Russian populace over this war not.

0:57:12.600 --> 0:57:16.920
<v Speaker 2>Seeing anything meaningful. I mean, we've seen a couple of

0:57:17.080 --> 0:57:21.800
<v Speaker 2>saw one former general that came out publicly and talked

0:57:21.800 --> 0:57:23.800
<v Speaker 2>about what a kind of disaster this was. The sort

0:57:23.840 --> 0:57:25.720
<v Speaker 2>of thing that you hear some people say internally but

0:57:25.760 --> 0:57:28.080
<v Speaker 2>never publicly. That was a little surprising some of the

0:57:28.480 --> 0:57:32.600
<v Speaker 2>bloggers who are quite patriotic talking about the fact that

0:57:32.600 --> 0:57:35.160
<v Speaker 2>the Russian military is not performing as well as it

0:57:35.200 --> 0:57:36.800
<v Speaker 2>should for examples a little that.

0:57:37.520 --> 0:57:41.080
<v Speaker 1>Yeah, there's sometimes more criticism from his right, you haven't

0:57:41.080 --> 0:57:43.280
<v Speaker 1>been strong enough, you haven't been aggressive enough.

0:57:43.400 --> 0:57:46.760
<v Speaker 2>Yeah, yeah, but within the population not so much. Now

0:57:46.800 --> 0:57:49.920
<v Speaker 2>the economy I think less about the Russians that are

0:57:49.920 --> 0:57:52.320
<v Speaker 2>getting killed, although there are a lot of them. They're

0:57:52.360 --> 0:57:55.600
<v Speaker 2>not from Moscow, they're not from Petersburg. They're from you know,

0:57:55.680 --> 0:57:58.320
<v Speaker 2>sort of areas that are going to cause much less trouble,

0:57:59.200 --> 0:58:01.360
<v Speaker 2>and they're prisoners.

0:58:00.880 --> 0:58:04.160
<v Speaker 1>That's that was obviously done on purpose, right, he doesn't

0:58:04.200 --> 0:58:07.479
<v Speaker 1>want people at Moscow or Saint Petersburg to get first

0:58:07.480 --> 0:58:08.520
<v Speaker 1>time glimpses of But I do.

0:58:08.480 --> 0:58:11.080
<v Speaker 2>Think the Russian economy is starting to take more of

0:58:11.280 --> 0:58:17.000
<v Speaker 2>a hit as a consequence of low oil prices and

0:58:17.240 --> 0:58:21.960
<v Speaker 2>the squeeze from all of these sanctions, especially the energy sanctions.

0:58:22.240 --> 0:58:25.360
<v Speaker 2>So it does. I do think it matters, But I

0:58:25.400 --> 0:58:29.360
<v Speaker 2>also think that ultimately the Ukrainians are having a harder

0:58:29.400 --> 0:58:32.280
<v Speaker 2>time of it in terms of maintaining this level of fighting,

0:58:32.880 --> 0:58:36.040
<v Speaker 2>and I think that the Europeans are having a harder

0:58:36.080 --> 0:58:37.960
<v Speaker 2>time if we look over the next two three years,

0:58:37.960 --> 0:58:41.320
<v Speaker 2>the fact that everything you've asked me about Greenland, everything

0:58:41.360 --> 0:58:44.560
<v Speaker 2>we've talked about America squeezing the Europeans as well. If

0:58:44.600 --> 0:58:47.840
<v Speaker 2>you're Putin, if I'm advising Putin, I'm telling him double

0:58:47.920 --> 0:58:50.800
<v Speaker 2>down on pressure in Europe because you concause maybe your

0:58:50.840 --> 0:58:53.280
<v Speaker 2>big crag, Yeah, you might be able to crack.

0:58:53.960 --> 0:59:00.440
<v Speaker 1>Well, that's an interesting is there? Who of our By the.

0:59:00.440 --> 0:59:03.040
<v Speaker 2>Way, I'm sorry, but I've got I'm going to have

0:59:03.080 --> 0:59:04.200
<v Speaker 2>to go in like four minutes.

0:59:04.240 --> 0:59:06.240
<v Speaker 1>Just okay, all right, let me get you out of here.

0:59:06.240 --> 0:59:10.440
<v Speaker 1>On two questions. Question one is this, who's the most

0:59:10.480 --> 0:59:13.880
<v Speaker 1>secure leader in Europe right now? In the sort of

0:59:13.920 --> 0:59:17.040
<v Speaker 1>the western part of your you know, the sort of

0:59:17.120 --> 0:59:18.440
<v Speaker 1>the G seven allies?

0:59:20.240 --> 0:59:24.680
<v Speaker 2>The most secure? I mean in the Italian Maloney is

0:59:24.720 --> 0:59:30.720
<v Speaker 2>probably the most popular among the major economies right now,

0:59:30.720 --> 0:59:34.120
<v Speaker 2>and France seems like it's a mess. Italian governments used

0:59:34.120 --> 0:59:36.200
<v Speaker 2>to fall apart every few months.

0:59:35.960 --> 0:59:39.160
<v Speaker 1>Right now, that's that the French National Assembly says, hey,

0:59:39.240 --> 0:59:41.200
<v Speaker 1>we hold our champagne, We'll do this now.

0:59:41.320 --> 0:59:45.440
<v Speaker 2>Yeah, I mean the Macron's not going anywhere because the

0:59:45.800 --> 0:59:48.160
<v Speaker 2>general elections are twenty twenty seven. Everyone's going to wait

0:59:48.200 --> 0:59:50.920
<v Speaker 2>for that. But they've been you know, governments that they've had,

0:59:50.960 --> 0:59:53.960
<v Speaker 2>like multiple prime ministers that mess. Yeah, yeah, I mean

0:59:54.080 --> 0:59:57.200
<v Speaker 2>Germany is I guess you'd say Germany is more stable

0:59:57.280 --> 1:00:03.120
<v Speaker 2>because you know, grand coalition multi party system. Understand they

1:00:03.160 --> 1:00:07.840
<v Speaker 2>benefit from the EU, and yet the parties in that

1:00:08.000 --> 1:00:11.920
<v Speaker 2>system disagree on so much that it's become very dysfunctional.

1:00:12.440 --> 1:00:17.760
<v Speaker 2>And as the German economy continues to underperform, the AfD

1:00:18.040 --> 1:00:21.600
<v Speaker 2>on the right and dur Linka on the left continue

1:00:22.000 --> 1:00:24.280
<v Speaker 2>to do quite well. This year they're going to be

1:00:24.360 --> 1:00:26.960
<v Speaker 2>five state elections in Germany. I expect the far right

1:00:27.040 --> 1:00:30.640
<v Speaker 2>is going to do very well. So, I mean, there's

1:00:30.680 --> 1:00:33.440
<v Speaker 2>no great answer for that question, is what I'm telling you.

1:00:33.760 --> 1:00:36.040
<v Speaker 1>All right, And one year from now is going to

1:00:36.040 --> 1:00:37.240
<v Speaker 1>be twenty twenty seven, and.

1:00:37.280 --> 1:00:40.040
<v Speaker 2>The Greece is probably the country that's doing the best

1:00:40.080 --> 1:00:44.960
<v Speaker 2>because they've had post Grexit, they've had great, great, strong government.

1:00:45.160 --> 1:00:48.640
<v Speaker 1>It's fascinating to see the southern European countries have an

1:00:48.640 --> 1:00:51.240
<v Speaker 1>economic boom after having such a disaster and have to

1:00:51.240 --> 1:00:54.080
<v Speaker 1>be built out by the Germans. Yeah, back in that

1:00:54.200 --> 1:00:57.400
<v Speaker 1>long ago, very quickly. Next year is supposed to be

1:00:57.440 --> 1:01:00.800
<v Speaker 1>the year that China takes Taiwan. Where are we at?

1:01:01.320 --> 1:01:04.400
<v Speaker 1>What is your expectation and do you expect Donald Trump

1:01:04.440 --> 1:01:05.200
<v Speaker 1>to stand in the way.

1:01:06.560 --> 1:01:11.920
<v Speaker 2>I think that the Chinese and the Americans have both

1:01:12.000 --> 1:01:16.160
<v Speaker 2>understand that a level of stabilization of that relationship is

1:01:16.160 --> 1:01:19.720
<v Speaker 2>good for them after the big fights that they had

1:01:19.880 --> 1:01:23.960
<v Speaker 2>on tariffs and export controls and licensing last year. And

1:01:24.040 --> 1:01:28.880
<v Speaker 2>I think that means that Chinese understand that an invasion

1:01:28.920 --> 1:01:33.160
<v Speaker 2>of Taiwan would be really, really bad. If Americans are

1:01:33.200 --> 1:01:35.800
<v Speaker 2>screwing up in so many areas long term, don't get

1:01:35.840 --> 1:01:40.440
<v Speaker 2>in their way and you know, make hay in other places.

1:01:40.720 --> 1:01:44.480
<v Speaker 2>So I could see the Chinese testing Taiwan on certain

1:01:44.520 --> 1:01:50.800
<v Speaker 2>issues like bigger exercises and maybe a coastguard boarding a ship,

1:01:50.920 --> 1:01:54.520
<v Speaker 2>you know sort of thing, maybe some political and economic pressure,

1:01:55.440 --> 1:01:59.200
<v Speaker 2>but not that's very different from an invasion. Nothing that

1:01:59.240 --> 1:02:04.040
<v Speaker 2>would be an action enforcing event or an embarrassment for

1:02:04.200 --> 1:02:05.439
<v Speaker 2>the US administration.

1:02:05.920 --> 1:02:09.320
<v Speaker 1>But if we're embracing sphere of influence in the Western hemisphere,

1:02:09.600 --> 1:02:11.600
<v Speaker 1>how is that? How does Beijing not see that as

1:02:11.640 --> 1:02:12.840
<v Speaker 1>a right?

1:02:13.000 --> 1:02:15.640
<v Speaker 2>I mean we're on the one hand, we are. On

1:02:15.720 --> 1:02:18.760
<v Speaker 2>the one hand, the Western Hemisphere is not the limit

1:02:18.880 --> 1:02:22.240
<v Speaker 2>of American ambitions in the world. It is a prioritization.

1:02:22.920 --> 1:02:27.680
<v Speaker 2>On the other hand, American military dominance in the Western

1:02:27.680 --> 1:02:33.640
<v Speaker 2>Hemisphere does not relate easily with Chinese commercial dominance with

1:02:33.800 --> 1:02:38.960
<v Speaker 2>most of the countries outside of the US and Canada

1:02:39.040 --> 1:02:42.439
<v Speaker 2>and Mexico, and that's not going to change anytime soon.

1:02:42.520 --> 1:02:45.840
<v Speaker 2>So I think the sphere of influence argument is overstated.

1:02:47.000 --> 1:02:51.440
<v Speaker 1>Ian bremer Man, I always appreciate this steward to force that.

1:02:51.480 --> 1:02:53.680
<v Speaker 2>Thanks a lot of fun to do. Let me do.

1:02:54.240 --> 1:02:57.080
<v Speaker 1>I love traveling the world with you. Who knows someday

1:02:57.080 --> 1:02:59.080
<v Speaker 1>we met actually do it in person. Good luck in Davos.

1:02:59.120 --> 1:03:00.440
<v Speaker 1>It'd be a lot of my fun on jeeus. The

1:03:00.440 --> 1:03:02.920
<v Speaker 1>fact that Trump goes to Davos is that clearly that

1:03:02.960 --> 1:03:04.160
<v Speaker 1>an American president goes.

1:03:04.760 --> 1:03:06.760
<v Speaker 2>Oh well, I mean the sense that the Americans are

1:03:06.760 --> 1:03:08.880
<v Speaker 2>going to be meeting with so many different leaders around

1:03:08.920 --> 1:03:11.080
<v Speaker 2>the world. The communication is good, but if you watch

1:03:11.160 --> 1:03:13.160
<v Speaker 2>how the how the heads of state and how the

1:03:13.200 --> 1:03:17.400
<v Speaker 2>CEOs comport themselves publicly with him, it is very different

1:03:17.400 --> 1:03:19.040
<v Speaker 2>from the way they talk privately. And that is a

1:03:19.040 --> 1:03:20.800
<v Speaker 2>big part of the problem.

1:03:21.440 --> 1:03:23.920
<v Speaker 1>Oh well, that's why we have you and your tremendous

1:03:23.920 --> 1:03:27.840
<v Speaker 1>newsletter that is available for free. Even it's it's tremendous

1:03:27.880 --> 1:03:30.400
<v Speaker 1>G zero. Uh and boy you have said we live

1:03:30.400 --> 1:03:34.000
<v Speaker 1>in a G zero world. Yeah, well we're there now. Congrats,

1:03:34.280 --> 1:03:35.320
<v Speaker 1>now we are there now.

1:03:35.360 --> 1:03:36.680
<v Speaker 2>Thanks Chuck, good brother.