America’s Hidden Strategy: The Method Behind Trump’s Chaotic Foreign Policies
g4OdmIuykMI • 2025-07-01
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Kind: captions Language: en Just when it seemed like the neverending pattern of violence would repeat forever in the Middle East, Trump shocked the world by dropping more explosive tonnage on Iran's nuclear program than America dropped on Hiroshima or Nagasaki. While it is far too early to know if this will bring peace or more chaos, it is clear that this is a pivotal moment in Middle Eastern history. And joining me today to unpack the likely outcomes of this critical turning point is Free Press columnist and host of the Breaking History podcast, Eli Lake. We discuss whether Trump is an Israeli puppet, whether Iran actually had a nuclear breakthrough, or if there is something more nefarious going on, and what all of this means for America and Trump's America, Inc., strap in because this is a wild time to be alive. What do you think about the people who seem very convinced that all of the US just dances to Israel's tune, that Trump is working with Netanyahu? Um, yeah. What where does that stem from? And do you think there's any truth to it? It's a canard, but it goes back, you know, centuries. This is a classic anti-semitic trope that Jews are not loyal citizens. Uh, this was a huge part of the Drifus affair in France that inspired Theodore Herzel to come up with Zionism itself. Um, and then in the modern context, since the state of Israel was born in 1948, there has always been this uh view that Israel is somehow manipulating things. Um, it depending I mean, if we had another person on here who wanted to make that argument, I could probably go through fact by fact about how they got the argument wrong, but here's just I mean, we don't even need to do that. On Tuesday morning, Trump went out to the reporters and I think he put on Truth Social. He said, you know, I don't know if my logic curse, he said, Iran and Israel have been fighting. They don't know what the f they're doing. And then he demanded that Netanyahu turn, you know, the planes around that were planning a bombing mission over Iran. That doesn't look like a puppet to me. He he he looks like Trump's calling the shots. And then as for like this idea that it's the Israelis that are injecting the intelligence and so forth, it is a conspiracy theory. The truth of the matter is is that if you just look at this objectively, we've seen the demonstration that the Israeli MSAD has extraordinary intelligence and penetration of the Iranian regime. Um, we've also seen the demonstration over tragically decades now that the United States intelligence community in my view is too big, gets big questions wrong. uh as somebody who's covered it very closely, I know of at least twice in the last 20 years that American uh spy networks in Iran have been rolled up by the Iranian regime. So it asks to leave the question is that on the one hand, did Israel share information with the United States? Of course they did. The United States is Israel's most important ally. Allies share intelligence. That's normal. The question that I would ask is why would you trust the American assessment on Iran over Israel which just demonstrated they have this place wired. It strikes me that just using the razor of alcheum that Israel's intelligence probably be better. Um, and then there's a lot of sharing um that we don't know about cuz intelligence world exists, you know, in the shadows for a reason. But I would imagine that a lot of information that Israel is sharing is verified through electronic sources by the Americans. And just to kind of give give you a little bit of a background on this, the US is better than anyone in the history of the world in terms of technical collection, meaning our ability to hoover up stuff on the internet or even in the air in terms of wireless um is is is unsurpassed. We have the ability to kind of basically probably listen to any tap anyone's listen to any conversations we want, read anyone's email that we want. Great. Um, it's extraordinary. What we're not as good at, and the Israelis, I think, are much better at is what's called, you know, human sourcing. Getting agents to turn to work for you. It's a nasty business. The Israelis are very good at that. The Soviets used to be excellent at that. The Russians are ex quite good. The Chinese are quite good. Uh, the US I think is less, you know, we we we do it, but we're not as good. Iran seemed to go from side dish to main dish really fast. Do you think that something just clicked over from uh their capability to build a nuclear weapon or was this we knocked out the air defense and so it's just opportunistic? Well, it's a couple things. I think you have to look at the proxy strategy as part of the nuclear strategy, which is to say what the proxies were when they were intact because Israel decimated them before this strike as part of the October 7th war. Um, but what you'd have to say is that if the Iranians were to get a nuke, it would have provided a kind of nuclear umbrella for these forward uh positioned militias. So, Israel was in a strategically perilous situation. You could argue on October 7th, horrific attack from Hamas. It's not clear whether the Supreme Leader of Iran or the late generals of the uh Iranian Revolutionary Guard Corps knew that this was in the works. There was a meeting in Lebanon with a very senior revolutionary guard court official. They that the Israelis put this intelligent out a few intelligence out a few months ago would show that there was sort of discussion about it. I think the Iranians wanted to have more of a coordinated attack. The Hamas went through with it anyway. But in terms of culpability, Hamas in many ways is sustained through uh Iran. It's part of this proxy network. So that's one element of how the Iranian nuclear program is related to that. The other is that it's the line of defense in some ways or at least it was hoped to have been the line of defense. um for Iran if there was this day that eventually came where the Israelis would attack the nuclear program. So the response would be like are you sure you want to do that because Hezbollah had hundreds more than 100,000 rockets. The um Hamas had their own capabilities. So an attack on Iran would bring these attacks again from the proxies. So if you think about October 7th, the Israelis are caught unaware. It's one of the worst days in the history of Israel, the history really of the Jewish people. Worst killings of Jews since the Holocaust. And since then, Israel has systematically gone after those proxy networks, including the Houthies. The Houthis are still standing, but every single one of them um is now pretty much gone. After Israel killed the leader of Hezbollah, Hassan Nasallah, in the fall of 2024, the Iranians launched a barrage of ballistic missiles largely successfully defended by Israel. Israel responded by a daring attack that took out Iran's sophisticated air defense systems. So they were left vulnerable in the country. That was the window of opportunity. Then you add to that, and I should say in the fog of war, we don't know, but Benjamin Netanyahu, the prime minister of Israel, and the Israelis themselves claim that they saw recently um unprecedented steps to the last piece of the puzzle, which is to put um the either the uranium in the actual warhead or finish the warhead design so that they were getting to that place where uh the Iranians could have a nuclear weapon whenever they Again, to me, I think the Kazus belly was established on October 7th, even before. So, it's not an Iraq war situation where you're going to worry about the intelligence. But the the extent of the Iranian program was such especially and their activities enriching to 60%, there's no peaceful purpose for that. That's not for energy. That tells us that they they had a weapons program and it was they were just sort of inching closer and closer to the goal line. Now, do you think in the fullness of time as we find out whether they actually did make some big leap forward or this was uh like you said just written in stone from the time that October 7th happened? Do you think it's going to matter to public opinion about this attack? No. Um, I I actually think that um I mean I again I'm I haven't nobody has seen the intelligence except for the Israelis and I suppose the the American pardon, you know, Trump and Netanyahu perhaps have seen the intelligence and and and their top intel people and military people. But um what matters in this case is success. I mean, I think that we wouldn't have had a huge debate in America 20 years ago about the weapons of mass destruction in Iraq if the post um this is a point that Jonah Goldberg made uh recently, but I think he's right. if if if we'd stabilized the country and there wasn't an insurgency and you know Saddam Hussein had fallen and Iraq was you know largely pacified and rebuilding I don't think it would have mattered much um if you would have found the stocks of weapons of mass destruction it's it's only when the war becomes a slog and sucks the United States into a kind of you know nation building stabilization effort that obviously lasted years and years and years That's when, you know, you're looking for like, okay, well, why did we get into this war? What's going on? I think what we're going to find out, and and we're starting to see, I mean, it's early days, but the Israelis kind of came out with a statement about their damage assessment. I think we're going to find out that the Iranian program has been set back by years. That will be a success. The United States didn't get dragged into a long drawn out occupation of Iran. uh there wasn't the nightmare scenario where the regime precipitously fell toppled too soon and then you know there's anarchy on the ground and there's nuclear materials and so forth uh there will be some negotiations we'll see how those go but I think you'll see this as largely a successful war what's going to be the criteria by which they determine whether this was success or not I think the success criteria is that the Iranian program from soup to nuts from not just the enrichment facilities which we all talk about but like the factories where they built the centrifuges, the places where they turned the enriched uranium into the metal that they need, you know, to sort of, you know, fuel a bomb or reactors and things like that. All of the different pieces. You look at all of the scientists who have been taken out in the first few hours of the war, uh, that's accumulated kind of intellectual capacity. If it turns out that the Iranians, it's just too daunting a task or they're several years away, I think that will be the success. But then in a way it's not not fully a success I think until there's an organic I mean this is sort of separate from the war but I think it's related which is that this is a regime that um you know would be best left in the dust bin of history and the ideal way to transition out of that regime would be for the kind of democratic uprising that we saw at the end of the cold war in Eastern Europe or for that matter uh in 2000 with Slobanovich uh uh in Serbia after he tried to steal an election. So if we can see a organic democratic transition and it's got to be organic, meaning it's got to come from the Iranian people and it's got to lead to some sort of democratic outcome and I think that's very much in the cards. The Iranians have had five national uprisings since 2017. Before that there was 2009 and the green movement. Every few years the Iranian people remind us that the majority of them despise their leaders. So in my view that there is some there is a strategy not so much for the Trump administration or for foreign governments but for people to very similar to what we had in the 1980s uh with the solidarity movement in Poland where lots of people supported the Polish kind of aspirations to govern themselves and not be a satellite of the Soviet Union. I think we have a we have an opportunity in Iran. My dream, I'm not saying anybody would listen, is that if all of the sort of misplaced solidarity on college campuses in the west for Hamas after October 7th instead was, you know, kind of focused on the Iranian people. Um, that would be wonderful, but it's and it's not just, you know, thoughts and prayers. There are things like Elon Musk can do. like Elon Musk, there is Starlink that can defeat internet censorship in Iran, but the software that's necessary uh or the actual phones themselves to have Starlink on your phone is not really in Iran. Let's flood Iran with Starlink phones. If the devastation is, as Trump certainly would have us believe, and these facilities have really been decimated and they see it up close, do you think this increases the likelihood that there is a Democratic uprising? I would say that historically there there was a massive bombing campaign in Kosovo before the uprising in Serbia. But this is a humiliation for a regime and you have to look at it from the perspective of the Iranians. The Iranians, the Iranian regime, the Islamic revolution gave us um kind of Islamic tyranny. They call themselves an Islamic republic. It's not really a republic. It's a it's a tyrannical system. And the system is very much infused with um uh an almost end times belief in the um hand of God. So that God is favoring this regime and that it has the momentum on its side. This is a demonstration that I mean to put it in those terms that maybe God does not love this regime. I think the Iranian people are over and done with it. The Iranian people are I mean I've been to Iran once but I would just say the Iranian people they they just want to move on and I think they would like to live in a kind of normal modern country and to work it out themselves. There have been examples of kind of you know constitutionalism in Iranian history recent history I should say. They're not destined to live under a dictator. Um but what it means is for the mid-level people in the regime, the apparat, you know, maybe the below brigadier general in the basi, which is their kind of internal militia force or their anti- riot police, people like that who on the one hand have to know that they're they're despised by most of their neighbors and now you have evidence that like the grand plan isn't working. And by the way, that has been the message really, I would say, since the daring operations in Lebanon against Hezbollah, the killing of of Nosella and the top Hezbollah leadership. Um, there has been a kind of just momentum on the Israeli side. And at a certain point, there's been no real response. And like you know I think the most telling thing that we saw in Trump's statements and tweets or truth social posts was when he said uh I want to thank Iran for informing us before their attack on Qatar. I mean that that exposes that this was just theatrical. It wasn't a serious attack. So the regime will try to sort of say oh we survived. We won. That's their narrative. I I have to think that nobody even in the inner circle is going to believe that. And then you've got a very old supreme leader. He's 86 years old, Ayat Alam. He is now trying to get his son to be sort of to to to be the next supreme leader because, you know, he may not have many years left, many months left, who knows? Um I don't think that's going to go down very well. So there could be a real fight over succession and that divides the elites and the leadership. there you have the sort of opportunity. But the key thing to watch here is, and this is true, by the way, not just in Iran, it's true in every single example of successful peoplepowered revolutions, which is will the um you know, will the will the police officer will the will the national you know, will the will the army guy follow the order to shoot at the peaceful demonstrators? And that is something that nobody I can't know from the outside. You can't know. But I would say that this humiliation of the regime maybe gets us closer to that. It's it's almost like you have to assume you got to put yourself in the mindset of somebody saying, "Do I really want to be the one who's going to have the blood on my hands yet again? Do I want to follow this out? Are those incentives worth it to me?" And there's a strategy obviously for uh the insurgents, the the Democrats in this particular situation. and they have to create a space where they're welcoming of the defectors, if you will, from the regime. Um, but I have reason to believe that the that there are Iranians who understand that. But we also have to understand the regime has been utterly brutal when it comes to suppressing these sporadic but increasingly frequent kind of democratic uprisings and just you know evidence of disgust and and uh with with how they're being governed. It's it's corrupt. They're isolated. They're endangered. They're there's a a drinking water crisis in Iran right now. There have been bank collapses. Um, and meanwhile, uh, you know, it's it's a powerful message. If you look at the luxury apartments that were where the Iranian generals were were sleeping that the Israelis got at first, the Israelis made sure to put out the video of that. Most Iranians don't live that well. So, these are things and we'll have to see. Again, it cannot be, you know, the CIA or the Mossad, you know, pulling the strings. You can't have a guy on a white horse coming in like the son of the Lea Resza Palavi although I think he means well and there might be a role for him or Mariam Rajavei who lives in Paris. It has to come from the Iranian people. But I do think that there's an opportunity and I think that there's something that the West and the and the people who care about this can do. That's to me that would be the the full victory. Speaking of the West, what do you think of the um division that's growing in the right? So, you've got some people that just feel absolutely betrayed by Trump getting us involved in what they see as another war. They seem absolutely unconvinced that Iran was about to have a nuclear weapon. You've got Tulsi Gabbard saying uh sort of cryptically, but they don't have nuclear capabilities. They have not authorized the bomb. Like, what are we doing? I actually think that um there it will be insignificant. Um, you know, first of all, the intervention in Iran, which was, I mean, you think about it, it was one bombing mission demonstrating new weaponry, uh, like what, it lasted 45 minutes and then they were on their way home. The second thing is that we didn't get sucked into World War II, a regional war, or a regime change, nation building war. I don't think any of that was a possibility with Trump as the president. And frankly, I don't think even if you had, you know, President, you know, John McCain, Wolfwitz, neocon, it would have been a possibility because America is a different place in 2025 than it was in 2003. There's an interesting discussion as to why in 2003 we thought that we could do anything in the world and build nations in the Middle East. Um, I was around back then. I was a kind of a junior State Department correspondent for UPI and I later worked for the New York Sun. But, you know, I believed it. I'll I I cop to that. But we don't think that anymore in part because of the experience of Afghanistan and Iraq. Um, so anyway, what we have is a situation where uh I think it was a short successful war. President Trump is the leader of the movement and things are going to move on. And the problem for the Tulsi Gabbard, Tucker Carlson crowd is they predicted that this would lead to utter catastrophe and they oversold the negative consequences of this and I think in in that sense they may lose some credibility because though their predictions didn't come true but I also think that it'll be fairly easy to simply say that we didn't we were against Iraq and Afghanistan style wars but these kind of wars wars are okay or these kind of wars are different and I so I don't expect there to be uh a kind of permanent split. It may be impossible at this point in terms of the administration for Tulsi Gabbert to stay in the administration because the president has said now openly I think twice that he doesn't care what his director of national intelligence thinks. And if by the way, if that is the case, he shouldn't be the national intelligence director of national intelligence. But uh you know, it's an unconventional administration, so we'll see what happens. But um I just don't ex I just don't see this as being a major split. I think that there was a big split before and Trump did what he said he was going to do, but he's been saying it for 10 years. Iran can't have a nuclear weapon. Yeah. I was going to say though that that's the drum that he beats. And so I I'm not sure that this is going to blow over as readily as maybe you do because if Trump was saying uh they can't have a nuclear weapon and then if the debate becomes but show me the evidence that they were that something happened that upgraded the threat to like an imminent threat and I have a feeling they're going to have a hard time doing that. think the real answer is this was opportunistic that Israel had taken out their air cover that we could finally go in and do it that we could force them back to the table. I think I think the way that this is going to play out in the near future is Trump is going to be looked at as somebody who said um we have an opportunity. I told them they had 60 days. They didn't come to the table. Now people know that I'm for real. And when I look at the world through a real politique lens, I'm like yeah that makes sense. That honestly from a real politique standpoint is probably what he should do so that people know that he's not playing around. But the words we were told was that this was a suddenly something had happened. We have intelligence. This is now an imminent threat and I have a feeling that's going to remain thin. I hear you. But I I just think that these things I I think you're we'll see. But I just think it's not going to be like a gotcha. I think that, you know, nothing succeeds like success is a kind of is a cliche, but this was pretty successful military operation. The odds are that Iran actually um doesn't fire either directly or through a proxy because I think they've already kicked the IAEA out and said, "Uh, no, we're still going to do this." 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Stop giving hackers opportunities to steal from you. Visit iritrust capital.com/impact and use code impact when you sign up to fund your account and get a $100 bonus. This is a paid advertisement. And now back to the show. I expect there will be some sort of negotiations. Iranians are over a barrel though. I mean, at any point Trump can say, "Okay, boys, tell the Israelis to go back in." The Israelis have an air corridor. It's remarkable to me. I mean, let me just take a moment to kind of marvel at this fact. the new leader of Syria is a former member of al-Qaeda in Iraq and was an abs at one point in his you know interesting journey was a dedicated anti-American religious fanatic jihadist and he was asked do you have any problems with the Israelis using Syrian airspace and he said nope fine with me now there's a reason for that and it's be it's because he was drawn gone into the Syrian civil war of the 2010s. And the drivers of the worst cruelty, the worst war crimes in Syria in that time was the Iranian Revolutionary Guard Corps and their proxy militia Hezbollah. The Sunni jihadists on the other hand, while Israel certainly didn't, you know, had I mean, obviously there are theological major distinctions there, but the Israelis built a field hospital uh over the Syrian border that was open to the partisans who were fighting in that civil war as a kind of humanitarian gesture. um that what's interesting to me is that this guy who you know has the background that he does, he is not interested in a fight with Israel, he has far he is far more interested in defanging um Iran. And that goes, by the way, if you look at the statements from Saudi Arabia, from the Gulf States, they initially criticized it. They're covering their bets. These are cautious monarchies. But then war is over and they're all it's nothing but praise for Israel. Um that's a sea change in the region. And it I think it will be very good for the Trump the first term Trump foreign policy success known as the Abraham Accords which saw normalization of relationships between um Sudan, United Arab Emirates, Morocco. I might be leaving a few out, but there's a chance you could get the big dog, Saudi Arabia, to finally recognize what they had been have for nearly 80 years called a Zionist entity. That's enormous, Tom. So, in that respect, um I just think that Iran is in an impossible position. The other thing to notice, by the way, Israel attacks Iran. Where was Russia? Iran provides Russia with the drones that are, you know, aimed at apartment buildings and hospitals and other civilian targets in Ukraine. Where was the Chinese? Where was the remnants of its proxies like Hezbollah? Do you think that Russia is just too bogged down in what they're doing? Yeah, part of it is that the Russians were bogged down, but part of it is that the kind of axis of China, North Korea, Russia, Iran is not an alliance based on shared values. It's not it's it's not an alliance based on shared history. Um, it's a little bit like the five families, you know, I mean, when when the FBI is about to crack down on the mafia, the five families will occasionally work together. They try to work together, but then you know every few years there's a there's a gang war and so they don't the Iranians learned also they don't have any real friends. Uh the Iranians tried to get you know the UN security council to to to to jump into action. um you know the chancellor of Germany who has been so critical of Israel in the Gaza war came out with a statement saying that Israel is doing the world's dirty work. So what's interesting here is that the Iranians are totally alone and uh no air defenses. Uh they have no ability to stop the Israelis. The Israelis obviously have a kind of unprecedented world historic level of intelligence penetration of the Iranian regime. Has it's crazy how many of their leaders their military leaders were about to take out. Um, so this is an interesting moment because it's it's not to say that, you know, you're not they're not going to be on a on a boat in the Pacific and you dictate the terms of surrender, but it's the negotiations now are something like that. It's not the position that Iran was in when they were negotiating the nuclear deal with um, you know, what was known as the P5+1 that that was part of Obama's big legacy. It's not the position they were even in, you know, two weeks ago when they were, you know, meeting with Steve Witoff. It's a very different world for them right now. So, they're going to have to accept the terms because at any given moment, Trump can say, "All right, well, if if you're if you're not going to play ball, then uh I'll unleash, you know, I I'll unleash the the big dog." As the American public, I start asking myself, okay, wait, why are we going so hard at Iran? So, uh, you stop them from having nuclear weapons. If, like, if I'm to believe that everything has been demolished, there's going to be years and years and years. At some point, this just starts to feel like you're saying, "I told you to come to the table. You're not coming to the table, and I'm bigger than you, and so I'm going to keep smashing you until you come to the table." And I do think at some point, even if I mean, look at the way that public opinion has turned on Israel. At some point, if you just keep smashing them, uh, people go, "Wait, why are we doing this?" even if we don't have boots on the ground. Well, okay, that's a fair point, but I would argue that there are a couple things that are really good about it. The first thing is is that if Iran did go nuclear or it went to the precipice of nuclear, which is basically the same thing, then there will be a proliferation cascade effect. Saudi, Egypt, Turkey, most analysts believe would go nuclear as well. So then you have five counting Israel which is an undeclared program nuclear powers in the most volatile region on earth and that increases exponentially the chance of a nuclear exchange which we've managed to avoid since 1945 almost miraculously. M um second of all, contrary to uh some of the sloppier commentary that I've read on the anti-war side, Iran has lots of American blood on its hands. And it doesn't go back. It's not ancient history. It's not just the Marine Barracks bombing in 1983, not just Cobar towers in the 1990s. It's the Iraq war, then the Afghanistan war. They were providing insurgents with the roadside bombs known as IEDs that were maming and killing lots of our soldiers. Um it's the fact that they there I mean this is not a you know intel fakery uh as Tucker Carlson recently has implied. the uh Justice Department under Joe Biden, the same Justice Department that wanted to arrest Trump um and indict Trump uh has two men in custody uh that they have formally charged in an unsealed indictment with trying to murder President murder Donald Trump on behalf of the Iranians. Um so that they have taken to a kind of strategy of supporting uh assassinations in our country. Masi Alani Jad, the great uh Iranian women's rights activist who now lives in America, was also on that hit list, as was the former national security adviser John Bolton, former Secretary of State Mike Pompeo. Even lower level officials like um you know, one of Pompeo's adviserss Brian Hook. Also on this list, this is these were you can all check them. These are you know this is not again this is not sources say. These were statements from the Biden administration. Um, so this is this is a a rogue state in every sense of the term. Uh, it's the leading state sponsor of terrorism. So, I'm going to lay out what I'll call my own internal conspiracy theory and you check me and tell me where I become. So, the way that I see this, I think that um, if everything moves forward swimmingly right now and Iran just engages and says, "Look, we don't want to get bombed again. uh let's just play cake, get Trump out of office, let's buy ourselves, you know, three and a half years, great, everything will go swimmingly. If, however, they keep down the road of pushing back um trying to exit out, kicking IAEA out and um making all kinds of saber rattling noises about, you know, we're um going to continue with our nuclear program. Uh then I think Trump would have he he would have to really get the American public on board. Um, and I don't think he's going to be able to do that without something happening either to our servicemen. So, if they bombed one of our bases, that would give him the cover that he needs, if there really is a sleeper cell here in America and they trigger off, or if there's a false flag, which I don't want to get too conspiratorial, but you know, those are sort of the options I think where you could get the American people back on board with this. Um, and my thinking is the reason that Trump is so hellbent for this is that um, so I've gone to the Middle East and I've been to Saudi, I've been to Kuwait, I've been to the UAE, and man, as an entrepreneur, when you land there, you're just like, they are doing something right. You're walking through the airport. It feels like it's a seven-star luxury hotel. It's bananas. You can just feel the money everywhere. Uh, they're making huge investments into architecture, infrastructure. It just it it feels like a country that has a sense of where it's headed. I think America's lost a lot of its own self um sense of pride. And so we're pulling ourselves apart. They have a sense of what they have to accomplish. They know they have to get out from a reliance on oil. Trump sees an opportunity. These guys clearly have the capital. He's looking at it like a almost like a VC where it's like, "Well, I'm America Inc. I want you to come invest a bunch of that money in America Inc., But I've got to get all of you guys to chill out and stop blowing each other up. Uh seems like our biggest problem here is Iran. Let's chill them out so that we can then get the Abraham Accords to spread across uh the region. And so he's got a reason to hammer Iran into submission, but it's not the reason that he puts forward. And so I think he's going to find himself stuck in this position of like, man, for the love of God, will you guys just calm down so that we can get economic prosperity sweeping across the nation? which is why I think he's so silent to supportive of what I have a feeling you're not going to like this but ethnic cleansing of Gaza where it's just literally carpet bombing and if I'm like okay I've got to get that leveled out so that there's calm there so that Israel who's clearly an economic powerhouse they can do their thing get Iran to calm down so that we can get Abraham Accords all across the Middle East and now this area that has like I'll call it a 20-year clock to modernize and get off of reliance on oil and into a modern probably financial-based economy. I don't know if you know who Ray Dalio is, but I met him in the UAE and he was like basically Abu Dhabi is the future of investments and it's just like all the pieces start coming into place and I'm like, huh, with a realist lens on again, this just feels like, oh, I get why you've got to make Iran, the Iran problem and the Hamas problem go away. Uh, so it'll be interesting to see how it plays out. How crazy did all of that sound? Well, no, you know, Tom, some of that makes a lot of sense. I mean, you and I disagree on ethnic cleansing, but um I'll just concede up front on Gaza that uh I'm sure that there were mistakes and decisions that Israel made that led to more civilians being killed, although I do think that they were an impossible situation given the way that Hamas fights. And we should maybe bracket that for later in the conversation or maybe another episode. Um, but let's just talk about the big part of what you said, which is, all right, we've got these economic titans in the Gulf. Uh, they're trying to get off the oil and we want them to invest in America. That doesn't strike me as a conspiracy theory. That strikes me as smart American policy. that is if we can get billions of dollars invested into the American economy, which Lord knows we need, and we can start modernizing our infrastructure, maybe because of that investment or whatever it is, uh, and everybody can make money, that's seems like it's pretty good for Americans. Second of all, I do think that you have to look at the Iran threat is not just a threat to the region, it's a threat to America. And I think Iran with a nuclear weapon would have been just a security nightmare and for the reasons that we talked about earlier. So that was a good thing. And then finally third, I don't know if America needs to go back. is a very specific ask which is the underground fortresses of Natans, Foro and Isvahan required a weapon that only America had which was 33,000 tons or whatever it was that could penetrate deep into the earth to get to these underground fortresses. Um we will have to see whether this was successful. Lots of analysts are saying that, but the early I think based on what the Israelis said today, they were successful. And so the rest of this is like I just look at Israel's capabilities. So will Americans care if Israel has to go back and take out more targets in Iran and it's not USGIS? The Iranians again, they attacked the Lod air air base in Qatar, but they told us ahead of time. They didn't hit anything. You know what I mean? It was purely symbolic. So, the Iranians to a certain extent understood they didn't want to tempt the tiger. Um, and I'm just saying that right now the reality is very different for Iran. They don't have a lot of options. So they're focused right now on regime survival. The sad news is kind of getting back to our first part of the conversation. They've arrested something like 700 people. Oh, they've already killed 24 people internally, right? So they're trying their best to prevent that democratic transition and I think that's extremely important. But I also don't think that that's really for Trump to decide. That's again Iranian people are in the lead. I think that we can be Trump doesn't seem interested in meddling to be honest. No, he's not interested. That's but that's kind of maybe a good thing because what you don't want is to discredit Iranian people have to be the authors of their own story. You know what I mean? That I want the Iranian people to take their country back, but I realize it's for the Iranian people to lead. So, we have to support them. So I I see your point like you know he's trying to take care of this threat to stability in the region and the hope is is that these prosperous and wealthy countries might invest in the United States. I don't think that that's something that he would um try to cover up. I think it would be something that I mean if he could run again I mean this is a separate question. And I don't think he can, but he sometimes he might without a constitutional amendment without agreement without taping my mouth shut. There's no way. I think that that's what what you just laid out as something that would be politically popular, not just with MAGA fans. I think it would be politically popular with Americans. I think Americans would look at it and saying, "Okay, you you defanged an enemy of the United States. You've set back their nuclear ambitions uh for a while. We'll see. We'll see if it if it really is only a few months and we start to see them doing it again, then that'll be reassessed. But again, I think it's it's going to be a the program was really significantly damaged. Um, and you've now opened up space where uh you've you've made peace between Saudi Arabia and Israel and now the Saudis and the Emiratis and uh others are going to invest in the United States. I it strikes me as just a like, you know, so much waning. are going to get sick and tired of the winning. You know what I mean? Like all that seems pretty good to me. So I, you know, I think that the downside would be um if we found out that they they had more secret sites that even the Israelis didn't know about. The Iranians become defiant. Perhaps homminate keels over or he's pushed aside and the the new supreme leader or the new people in charge are uh even crazier and talk to me a little bit about that crazy because the when I the more I look at the Middle East and admittedly you know whatever a couple years ago this wasn't even really on my radar but the more that I look at the Middle East the more what I see is and take NBS who's um for my money sort of the most extreme in terms of how rapidly he's trying to pull Saudi Arabia into the 21st century. Tom, I am so glad that you said that. Uh you you're coming from a entrepreneurial background, right? Yes. You've you've been to Saudi. Yes. Uh so you've seen I mean I've covered the Middle East for a long time. The Saudi Arabia after 9/11 was a Janisfaced ally. What I mean by that is that we had military assets there. We had an alliance with them going back to FDR in the 1930s. But they also exported the most poisonous and extreme jihadist Islamic ideology abroad, including by the way in in America even. So what MBS has done is something it started before him. But what he's done as the crown prince is he is really turned Saudi Arabia around. Saudi Arabia now is no longer in the jihad export exporting business. It's in the counter jihad business. Ditto for the United Arab Emirates. The only country by the way that still Janice faced in that regard is Qatar and that's another story. But all of the other Gulf kingdoms, all these other Gulf states have turned it around on this. that was our number one issue besides Pakistan which is a separate problem after 9/11. These countries are finally doing it for themselves and they're reaping the reward with this economic boom. Um, so I'm so glad that you mentioned that because as you probably remember, wasn't so long ago that there's a there's a dark side of NBS, which is he had a contributor to the Washington Post murdered in um, Ankura or Istanbul in Turkey and that was exposed by the Turks and uh, the Democratic Party in particular, Trump was the president then, wanted to basically cut off relations with Saudi Arabia. I am so grateful they didn't succeed even though what I think he did to uh Jamal Kosigible was a heinous crime. Heinous. Um so it's I guess what I'm saying is what I appreciated about your comment there because I know you knew about that is it's shows that geopolitics is not a morality tale. It's not an allegory. It's not a heroic journey. There are usually dis choices between bad and worse. And sometimes you have to ex you kind of have to live with this guy did some very bad things to his domestic political opponents. But he is finally doing what we have pleaded with the Saudis for generations to do, which is to get out of this kind of jihad export business. We'll get back to the show in a second, but first let's talk about what's happening out there. Business is chaos right now. Trade wars, supply chain disasters, cash flow problems. If you can adapt fast, you are finished. Complete visibility into everything is your key to survival. And that's exactly what Netswuite by Oracle delivers. And it's why over 41,000 businesses depend on it. Netswuite is the number one cloud ERP because it brings everything together in one place. your accounting, your finances, your inventory, your HR, all of it connected. The AI in Netswuite handles all the repetitive tasks automatically so your team can focus on what actually moves the needle. Netswuite shows you exactly what's stuck, what it's costing you, and how to fix it fast. If your revenue is at least seven figures, download the free ebook, Navigating Global Trade: Three Insights for Leaders at Netswuite.com/ theory. Again, that's netswuite.comtheory. And now, let's get back to the show. Yeah, I mean, this is where I get fascinated with the other side of what you do with the Breaking History podcast as a student of history, but sort of a a latecomer to history, man. You look back in history at our own nation and you just see an a never-ending string of tragedy and horrors. Uh so, it's like to some extent it's like, what's your goal? Where are you trying to get to? I definitely look at this all through a very realist lens. I think Trump does as well. And I think he's misunderstood because people are grappling trying to find like uh ideology. And what you're going to see, I think, if you map Trump as somebody who looks at everything as a business deal to be done, trying to bring prosperity back to America in in no uncertain terms, in ways that help him and in ways that help him that make me deeply uncomfortable. But nonetheless, again, not saying I agree with anything, just looking at, okay, how's this playing out? What's the northstar? Going uh to these countries, making sure that you're participating in the wealth party like that, suddenly it you can make sense of the way that he moves. Um so looking at the Middle East as that, as this future hub of uh certainly investment, I think wherever you find the hub of investment, you're going to find the hub of innovation. And I can feel the energy, the the psychological, cultural energy draining out of America um and rushing into the Middle East. Surprisingly enough, nobody was more surprised than me. I'm very interested to see what happens to China. That's like my personal focus. Um, and when I see all of that, I'm like, yeah, we have to do something to ensure that America does not slide down the totem pole, which from where I'm sitting, we are very much in risk of doing. Well, in a sense, just a counter, I mean, I I first of all, I share your concern. I think we have deep institutional problems. I think we have a politics that doesn't work. I think we have a real crisis in our universities where there's a kind of bourgeoa radicalism that um you know kind of has has really crippled in many ways the humanities at least in our universities. Are you paying attention to the New York mayoral race? Oh god, don't get me started. Um I'm trying to get you started. Yeah. Well, you know, I mean that's a real challenge. I think that all of his ideas are uh well I they have been tried and they've failed. As a Jew and a Zionist, I I don't like, you know, his his spin on global inifat and things like that. But leaving that aside, I mean, the idea that you're going to have a mayor, first of all, the mayor doesn't have the ability to do a rent freeze that he's promising. So, good luck with that. But we know every economic, you know, every economist looks at rent freezes and says all you're doing is you're shrinking the availability of apartments. You know what I mean? Like all you're doing is you're you're shrinking the supply and there's obviously great demand in New York. Um you want cityrun, state-run grocery stores. I mean, I don't want that. I don't think Americans really want that. Um so that Yeah, I mean I'm I'm super, you know, I Yes, that's that that that's a problem. So I see your I share your concern. On the other hand, I don't know, America is a really big country. I've been to Austin, Texas, and I see a lot of innovation. Um, you know, in some ways, I think Austin might be the kind of beneficiary of people fleeing the Bay Area in Silicon Valley because of the crazy things that are happening in in in California and the dysfunction of their state government. Um, and you know, but I do think in a in a way these things are interconnected. America, like to have a 12-day war that so far looks like a big win for America and Israel to demonstrate that we can kind of do and Israel can do what, you know, might seem like science fiction. That is a boost to our prestige. It's a boost to our value. Um, and I would just say this because it's something I disagreed with Trump in his Middle East and what in his speeches in in in in Saudi. Yes, it's a great thing to look at Dubai and Abu Dhabi and Riad and to marvel at how these cities, you're right, that the airports feel like sevenstar hotels. That's a great line and they deserve some credit. But one of the reasons why they were able to have the space to invest in their economies that way and to turn their countries around is because they didn't have to deal with the prospect because America, you know, fought ISIS. America took out the un the instability and the the drivers of instability. More importantly, I would say, you know, had no had America not used its air force to destroy the ISIS caliphate in the mid 2010s, which was started by Obama, but really finished by Trump. What would you do you think that there would be this economic miracle we're seeing in the Gulf? I don't. I think you would have seen a spread of this extremist kind of terrorism and um you know and and I think that dealing with Iran um and the threat that Iran posed particularly on the nuclear side uh opens up more space because Iran was an enemy of the Gulf countries at the end of the day as well. Um, so th those things are kind of locked together, but I also want to just emphasize and agree with you that we need to turn our own country around so we can have some of that innovation and get that spirit back. I'm at the end of the day an optimist America. I think we've had I mean, you talk about history, uh, we had a really rough run from the late 60s to like the early 80s. We had a tough 15 years. Um, but we managed to sort of get out of that and then we had, you know, all of the benefits of the internet and the personal computer and all the things that sort of we take for granted today. Um, so I again I'm I remain an optimist in America in that regard, but I also am a realistic optimistic and that I'm and I'm appreciative that you you know you sort of see it and you're not just satisfied with mediocrity. You're not just satisfied with inefficiency, not just stat satisfied with like stagnation. That's very important. Yeah, definitely not that. Um, now going back to the I see an idea playing out in the Middle East that I would love to get your color on. And the idea goes like this. You have different factions of Muslims themselves that are trying to modernize. And just as Christianity has changed over time, the Muslim religion feels like it's going in two different directions. You've got people that are recognizing the future is going to be economic. It's going to be financial investments. They've got to be a place that the whole world feels comfortable making investments and coming in and they're going to feel safe. And then you
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