Israel vs Iran And Hamas: The Part Of The Conflict No One Is Talking About.
I6a7EfFgELk • 2025-06-19
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Kind: captions Language: en The Israel Iran conflict is heating up. US involvement seems imminent. Trump dips out of the G7 early, presumably to plan Iran's strategy. Both US and Israel claim Israel has total air superiority over Iran at this point. Iran promises a surprise tonight that will be remembered for centuries. The exiled Shaw of Iran addresses the Iranian people directly and the FBI and IRS are promising to track down whoever is funding the LA riots. Drew, I would make a wise crack right about now, but this is getting pretty crazy. I stopped myself from saying in the intro that the Israel Iran mashup is uh going nuclear, but I couldn't stop myself from saying it now. So, there we have it. But this is uh this is unnerving to say the least. So, to level set, it started over the weekend. Um it started a long time before that. [Music] I I don't even know where like the start was cuz I'll be honest, I seen Israel fire first and then I kind of jumped off. I'm just amazed how in real time we're seeing the entire world turn on Israel. And I think that with October 7th, the Hamas conflict, we can understand that. We can rationalize that. We can get back to it. But now to start another war with Iran because of nuclear weapons that Tulsi Gabbard said we don't have, it's giving me weapons of mass destruction 2.0. I don't know. Interesting. Uh, okay. Well, we'll get to that in a minute, but first, so you hit me with a curveball there. The we're watching the whole world turn against Israel in real time. That feels like that happened before. Uh, so over the last few months longer, yeah, it's really watching the rise of anti-semitism again has been really terrifying. Um, it's just such a crazy loop in history. But yes, I think that Israel way overplayed their hand in Gaza. the they had completely lost the support of even some of their most diehard people. Uh but them going after Iran does not surprise me. Uh the one thing I will say that I'm impressed, I don't know if that's the right word, but even though they have completely lost the backing of the international community, I guess apparently other than the US, like we'll get to that obviously in a second, but um all of the popular support draining out of Israel uh for what they were doing in Gaza, clearly ethnic cleansing from my read, uh possibly spilling over into even more sinister territory. But despite all of that, continuing to push into Iran to finish the sort of threeprong job as far as I can tell. So, um, dealing with the, um, dealing with everything that was going on in Gaza with Hamas, uh, dealing with the people in the north, I cannot believe I'm blanking on their name. Hezbollah. Hezbollah. Thank you. Um, dealing with Hezbollah in the north, and then going after Iran, the head of the octopus, as they call it. And I saw an interview with Bennett, the former prime minister of Israel, I believe, who was prime minister right before Netanyahu, but somebody will need to fact check me on that. And he was like, "Listen, I've been a huge critic of Netanyahu. Think he's terrible, but on this, all Israelis are behind him in terms of going after the head of the octopus." And I think he was the one that coined that phrase that like all of this terror that's happening to Israel across the Middle East is all coming from Iran. And that while there will be countries that will condemn Israel for going after Iran secretly, they're all going to be saying thank you because nobody wants Iran to have nuclear weapons. And I mean, look, that'll play out in the fullness of time. But I will say other than a couple like strongly worded letters, like nobody in the Middle East is squawking. Uh it's my understanding that Syria is even allowing Israel to use their airspace in order to get to Iran. So this feels like one where despite how grotesque Israel is looking as they continue to pummel Gaza, people feel differently now that they're going after Iran. Like the tone shift has been dramatic. And so that's interesting. And I don't know if it's just the oppressor oppressed thing was so clear in the when Israel was going after Gaza that it just looked grotesque. Uh, and now people don't run the same moral calculus when they're going after Iran. If people believe that there really are Iranian nuclear weapons, that's going to be fascinating to parse as we go deeper into this. But the Trump camp now splitting over Trump's embrace of this is fascinating. And that's where I was going to go next. To be clear, I we will be critical of Israel in this video, but I do want to separate that from anti-semitism. That's no excuse to do any hate violence to Jewish people, anything like that. But we can still criticize the government just like we criticize Trump and Biden and all those things like that. To me, it seems that what Israel is fighting in this specific instance, stopping Iran from becoming a nuclear power, trying to destabilize the nuclear program and to stop the head of the octopus, because Iran seems to kind of be this hub for other terrorist organizations. Um, I understand on paper why they're going to do it, but I'm also being skeptical of what Israel is telling me the reasons because of what we just seen in Gaza and Palestine and things like that. So to the people that are looking at it, just from a scoreboard perspective, Israel is not in the same um restrictions that Iranas have due to the sanctions and things like that. So then we don't even have an accurate report of what the Isra the Israeli nuclear program looks like versus we know exactly how c how much centrifuge they have how enriched it is to a percent on the Iran side. Is there a little bit of hypocrisy that Israel who has been acting like a war criminal in Gaza has kind of this free reign to bully other people about their nuclear programs even though they might be doing the same thing in their own country? It's a really interesting question and I promise dear listeners that we didn't um talk about this beforehand but as I was doing research on this the one thing that you just step back and look at and go okay I've said many times and it's a very famous quote the strong will do as they will and the weak will suffer as they must uh and you just take that sideways glance back at us for a second you realize uh oh like we're the strong who will do as they will and admittedly and this this is a level of bias that is so pervasive in my mind that I would have a very hard time stepping outside of it. Democracy, though wildly imperfect ours is, still feels like the only government I would want to live under. And listen, you need do nothing more than watch the deep dives that I write to see that I have deep and fundamental problems with the way that I think our government steals from us. But to make the point very clear, democracy to me is the right answer. The west is the right answer. I think that it has the moral high ground. It does not have moral perfection. Let me be very clear. But we have the moral high ground. So I'm glad that we are the most powerful, but at the same time to your point, when you are the most powerful, there aren't checks and balances on you that there are on other people. And it is not lost on me that America is the only country to actually drop a nuclear weapon. Make that too. Uh so I cling to things like well we could have put the world under our thumb after World War II and we were the only ones that had a nuclear weapon and we didn't. And so that makes me feel very good. The fact that we helped rebuild people that had been our um staunch enemies and that makes me feel tremendously good. Right. So, I feel like we've done things to earn some of that moral high ground, but again, it's not lossy that we don't have certain checks and balances on us that we apply on everybody else. And so, um, Israel is one of our closest allies. Obviously, um, the fact that everyone just assumes they have nuclear weapons, but they've never declared that they have nuclear weapons. It's like, well, that does feel a little bit special. But at the same time, I look at the outcome of the Israeli government and I look at the outcome of uh the Iranian government. I would say the Palestinian government as well, but people obviously going to throw flags on that plate. But what are you going to say about Iran? So uh I mean I know what they're going to say that the US flipped the government. Uh which is not untrue sort of. Um but nonetheless, the Iranian government overthrew the dictator essentially that America had put in place. of Iran, uh, but with a theocracy. I'd be lying if I said that I wasn't watching with baited breath to see how these ideologies perform. Like, yeah, much like the US versus the USSR was not just a a cold war of ideologies. It was a cold war where the economies were going to play out. like how does this ideology manifest as a a tangible economic engine? Yeah. And so now we're going to see the same thing like Iran isn't Palestine, man. They're they're 91 million people. They've got [ __ ] oil for days. And so it'll be interesting to see if said theocracy stands up tall or if it's as weak internally, meaning it doesn't have the backing of its own people in the way that propaganda certainly wants me to believe. I I it's all spin, so I never know what to believe, but um certainly that's the messaging. Nice. Um to your point of Trump is having a problem with his base splitting. Some people are for jumping into this war, some people are against it. JD Vance tweeted out a message of support. I wanted to talk to you about. Look, I'm seeing this from the inside and I am admittedly biased toward our president and my friend, but there's a lot of crazy stuff on social media. So, I wanted to address some things directly on the Iran issue. First, POTUS has been amazingly consistent over 10 years that Iran cannot have a nuclear program over the last few months. Nuclear weapon technically nuclear weapon. Over the last few months, he encouraged his foreign policy team to reach a deal with the Iranians to accomplish this goal. And he said repeatedly that this will happen on one of two ways, the easy way or the other way. Second, I've seen a lot of confusion over the issue of civilian nuclear power and uranium enrichment. These are distinct issues. They've been found in violation of their non-prololiferation obligations by the International Atomic Energy Agency, which is hardly a right-wing organization. It's one thing to want civilian nuclear energy. It's another thing to man sophisticated enrichment capacity, and it's still another to go cling to enrichment while simultaneously violating basic non-prololiferation obligations and enriching right to the point of weapons grade uranium. He may decide he needs to take further action to end Iranian enrichment. That decision ultimately belongs to the president. And of course, people are right to be worried about foreign entanglement after the last 25 years of idiotic foreign policy. Dave Smith has thrown Trump out. He regrets um endorsing him, says he shouldn't be impeached. Candace Owens and Ian Carol did a live earlier today uh criticizing Trump for making this move and calling him a Zionist and falling under to those falling prey to Israel yet again. What do you say about this war? Do you think the US should join it? I can give you principles for dealing with a chaotic world order. Uh but we don't have the information inside to know if if I had all the information, would I do what Trump is doing or not? Um, so I will say this. When you have a theocracy who believes that God has told them to kill Israelis, wipe them off the map, to kill Americans, uh, to kill the British. Those are the three that I've heard uh, directly. Obviously translated, so I guess it's entirely possible that I'm being bamboozled, but I hear that from like all the translations I've ever seen. No, it's death to America, deaf to Israel, to UK. So, uh, that I don't want those people to have nuclear weapons. Full stop. Period. End of story. And it definitely seems in our best interest to make that stop. Um, given that Trump, and again, you're taking someone's word for it. But given that he has tried and tried and tried to broker a deal, uh, and legitimately seems willing to talk to anybody, which is one thing that I appreciate about his foreign policy, but they didn't bite. And so if you remember way back, I think before Trump took office, I said, "Oh god, the way the thing that makes me nervous about the way that he talks is eventually someone's going to call his bluff." And if it is a bluff, then this whole house of cards falls down, which means he's going to have to back it up. And I will say Trump, as far as I can tell, Trump doesn't really bluff. He just goes, "This is how I'm going to play it." And suicide mission or not, he's going to do it for a little while so that you understand, no, no, no, he's serious about that. Now, he might back off very quickly when he sees that something is a bad idea, but he's going to punch you in the mouth. Again, whether it's a terrible [ __ ] idea or not, he's going to throw that punch. And so, I look at this and I'm like, everything that I know about Trump says, "Hey, I tried to broker a deal. You said no. You're getting punched." Now, maybe he goes all the way to Bunker Buster and destroys their um Ford facility. Maybe he doesn't. But uh I would be utterly shocked if he didn't throw some punches before he steps back to the negotiating table. That would utterly shock me. So again, do I think that we should be in this? Anybody that's saying death to America and is trying to become nuclear armed? Yes, you you have to do something. Uh would it be a thousand different brands of moronic if we get sucked into another Iraq? Yes, for sure. So, it'll be it will be interesting to see what other information comes out, but with the information that I have, I would say dropping um bunker busters on for I can get behind. Yeah. Getting involved in a long-term skirmish between Israel and Iran, not so much. Yeah. Copy. And it's it's weird because for me, you know, the American taxpaying citizen who goes to church and has a daughter, I'm looking at this, no more wars. We need to be America first. we need to leave it alone. But then like the opportunist in me, the entrepreneur in me is like I mean one bomb and you could kill that. Like you got to take that shot, right? You could just put it to bed tomorrow. You never have to worry about this again. Trump will literally sleep peacefully if he can get that facility off the map. Why wouldn't you take it? Like you have every green light. The international community is basically pointing at it like, "Go ahead, bro. Just do it. We get it. We understand." Israel's boots on the ground and they already are lighting uh tron up. Israel is is on the offensive. It's not like this is a last ditch effort or anything like that. It seems like the right move to do. But I don't know. Just in general though, cuz I I'm going to be honest. I've been watching bombs for the last like 24 hours trying to play catch-up. How do you think people should level set about this moment? Like is there a historical perspective? Like what does this actually mean? Should we start being worried? Should I buy a bunch of water jugs? Like how are you processing in the US? In the US, I have such catastrophic concerns uh for totally different reasons. So, watch my upcoming deep dive where I go into uh the all the political violence that we see. As of today, I don't see a way to avert civil war. Um I'll I give a plan that uh is very much stolen from Ray Dallio, but I don't think we're going to take it. So, um, I think that we've got our own woes coming in big ways. I don't think it's going to be from this. Uh, I think you showed me a video that's interesting. I mean, this is like full tin hat, but Anonymous posted a video yesterday, I believe, as of the time of this recording anyway, uh, saying that in 16 days, uh, that there's going to be a false flag attack on American soil. We have acquired verified information that a major attack is being planned on domestic soil. It will be brutal. It will be visible. And it will be blamed on a foreign faction, one from the Middle East. But that is a lie. The operation is a false flag orchestrated not by a foreign enemy, but by an elite shadow alliance within a nation that poses as our greatest ally, but instead is a hypermilitarized power with deep influence through sexual blackmail in our intelligence, government, and media sectors. The goal to drag us into their war under the guise of retaliation. But the real motive isn't justice. It's control, resources, and power. They don't say it, but it seems obvious that they're talking about a false flag uh on American soil. Um that will be blamed on Iran, but very much according to them won't actually have been Iran. Uh and that it will be done so that we can put our full might behind the Israel Iranian conflict. My view on history is that governments really do work at cross purposes with their people a lot and this kind of thing uh I can certainly see. I have no reason to believe that this is real. I know nothing about this. Like I said, this is full tinfoil hat conspiracy stuff right now. But what freaks me out is how predictable all of these things are given the forces of uh wars are just so economically amazing. Are wars good for us? They're good in some ways because one, okay, here I am worried about civil war. If you can rally the country around something like a new 9/11 where it's like, yo, we just got attacked by Iran. Like, we got to be focused on that. Like, we've got to stop bickering. Uh so those kinds of things do work for sure. Uh wars like that are extremely uh good for the economy, but in weird ways that end up in the long run being wildly destructive. And so if we go to war, it will be money printing literally right up until we implode. So um it would be catastrophic. It would be a mistake of the highest order from a financial standpoint. And I'll just tell you that right now. And so people worrying about the rich getting richer and the poor getting poor. Like you've got to avoid it. You've got to avoid Hold on. Can we like even afford this? Cuz it it seems that I thought war would lead to profit or lead to maybe we'll steal some oil or something. But it just seems like all this is is going to cost us bodies, debt, and our national future. Maybe we avoid a civil war. But you can afford anything when the reserve currency is your money for a while. And what we we will if Trump decides that we are getting in this war, we will fund it literally forever. And much like countries go, uh, well, we can't have a election now, Drew. Uh, we've got somebody in office. Uh, we're we're in the middle of a war. You will get a very similar reaction financially. Well, we can't stop spending now, Drew. Like, we're in the middle of a war. And so people will if they can be made to believe in the enemy then there there is virtually no stopping the print bus. The problem is that you are devaluing everybody's holdings with every dollar that you spend. So it will accelerate the um political violence internally. And the one thing I will say is I don't think people are running the proper calculus on the era that we're living in from an information standpoint. You just can't stop people from um complaining, calling it out, saying what it is. So there's just a a hyper awareness to things that there didn't used to be. So, it will be interesting to see what actually happens because you're gonna have people like me doing deep dive after deep dive explaining why this is financial suicide, how this inevitably leads to um the end of empire, the loss of reserve currency status. Uh and that what ends up happening, it's really fascinating. The country will turn on itself. And so you'll print money to a point where you think, well, we've got this external enemy. Surely we'll be focused on them. And you will as long as there's a perceived like imminent threat, but the second the imminent threat goes away, like you you break apart. And so I mean, this is very similar to the UK after World War II. It's like there the pound just kept declining and declining and declining. Uh Churchill was voted out of office almost immediately after the war. So, the guy literally saves all of Western Europe and then it's just ousted because everything changes after the war. Uh, so I think America is on a one-way path right now to tearing itself apart in the next 10 years. Um, that will only accelerate if we go to war, but there are certain things that it will feel like it will postpone it. That's maybe the wrong way to say it. The right way to say it is it will give them a license to print. And because people are so incapable of transcending their emotions, they'll do it. We'll get right back to the show, but first, let's talk about what happens when the Fed makes a move and your portfolio gets crushed. Most investing apps are designed to keep you distracted. They gify your money with flashy charts and meme stocks. Meanwhile, real economic forces like inflation, tariffs, policy shifts are deciding your actual financial fate. Alio Capital cuts through all of that. This is macro investing for people who want to understand the big picture. 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So people that hold assets are going to be like, "This is the greatest time ever." Given that that's the elites, given that the elites are the ones that have the influence in Washington DC, uh that for a large part, they control politics. You'll get a groundup revolt every now and then, which is what we saw with Trump. But uh for the most part, it's the wealthy elites that control narratives and control politics and on and on because everybody's going to do whatever they need to do to get money. Uh so from that perspective once you understand that war gives you the ability to steal from everybody through inflation. So literally poor, middle class, wealthy, everybody gets stolen from but only asset holders get enriched. And then like an even more narrow band of people really get to take advantage of it because they get money before the inflation actually makes its way out into the economy. So imagine if I were going to print a trillion dollars. Uh the trillion dollars might take six months a year to be felt in prices. Well, if you're one of the companies that gets advantage because you're Loheed Martin or whatever, and you get these huge contracts, uh you've got a year where you just got, you know, let's say $200 million, $500 million, whatever, and you got a year to [ __ ] spend it before prices go up. So, um I'm oversimplifying it, but boy oh boy is that exactly how it works. And then on the other side, one more followup. Um I remember it was in World War II, like we printed money and made war bonds and that was the way that we like financed it like could something like that happen? Of course. So, uh here's how it works. So, right now the bond market JP No, not JP Morgan. The guy that works uh what's his name? Chase, Jamie Diamond. Jamie Diamond. Thank you. Uh Jamie Diamond came out recently and said the bond market's gonna crack. God, Drew, you're really making me I'm convincing myself over here that there really is going to be a false flag to get us into the war. It would be so [ __ ] convenient. Okay, so Jamie Diamond comes on and he says, "Listen, the bond market's going to crack." What does that mean? It means that the the reason they call the Fed the buyer of last resort is because it's inflationary if they buy the debt, but it's not inflationary if all of us that have money go buy the debt. So, uh when your average um school teacher is like feeling patriotic and they're like, "Well, I'm not going to go fight, but I'll buy war bonds." Then you get their money, their post tax dollars, Drew. Uh you get to suck them back into the government. Oh god, it's so evil. Uh so you get people buying the bonds and you don't have to print. And so you'll first gobble up all of that and then you'll just keep spending how literally however much they want. And let's say that we've got, you know, three, four trillion, five trillion in debt because it's a wartime economy. uh you just print whatever you're not able to get from the buying public. And so if it's it is almost certainly true that the bond market is going to crack because people like me who traditionally buy a lot of bonds are sitting back going our inflation is getting so unhinged our our money printing our debt is getting so unhinged that uh it will break like mathematically it breaks I just don't know if it breaks in two months two years it's not going to be more than 10 years like ma mathematically it's just it's not possible So, uh, but I'm gonna back off. Then a bunch of other people are going to back off and then all of a sudden you've got the Fed buying all of your debt. And so, um, if we're in that position already and Jamie Diamond is warning about it now, there going to be people eyeing that going, "Oo, people are not going to let us print. People are going to squawk. They're going to tell the government no more spending. This is like Doge was reviled now, but you start getting stupid with it and people are really going to say something. And so, um, again, this is just conjecture. This is pure conspiracy. But, um, I see the forces at work that would cause somebody to be like, h, we're going to need to give people an enemy. Drew, I don't know if people like take a um the most evil like central banker mustache twirling. You say I thought you could say Hitler most evil genocider, the most evil federal because those guys that's different in a monopoly guy. Looking looking at Hitler is a totally different bag and very fascinating. But I'm saying like somebody who you imagine they're a comic book villain because they just want to um they want to be in control politically. They want to um kill the enemy so they can take their oil. I mean just like that the real like the way that people imagined Dick Cheney like just that evil like Hallebertton of it all. Yeah, I don't think it's I doubt that it's actually pure evil. It's something more like um my life is good right now. I don't want this to stop. I'm so inside my bubble that I don't I mean I sort of know that the things that I do are going to like really negatively impact a lot of other people. But it's like um one death is a tragedy, a million deaths is a statistic. So it just becomes so big that you just think hm like my life is dope for my life to continue. Uh I see this path it's money printing. I understand how this works. we can maintain political control. And I just have this vague sense that I'm morally right anyway. So, I need to maintain control to make sure we're doing the right thing and I'm not really thinking about all the people that are going to be negatively affected. I just think about the fact that this is going to let me maintain my lifestyle. I I really think it's something more like that. It's like the benality of evil becomes the real answer. And do you think that is that a human nature problem? Yes. Ah, so even before it was kings and emperors and now it's federal bankers. Yes, it is. This seems specific to me that if I have to kill you, if the you live by the sword, you die by the sword. Those rules are a bit simpler. I understand them. Maybe just inflation is too complicated. I'm losing I'm getting caught like lost in the translation. But this does seem intentional that you can mathematically calculate it. You can like we're dealing with numbers. We're dealing with like money. We're not just dealing with arbitrary egos or pride or like me and how my sword swings. Like it's I've been playing a lot of like Assassin's Creed so I'm in samurai mode. Yeah. But it's just one of those things of like you're actively stealing from the generation. Like Jerome Pal, you have a granddaughter. Like you don't ever think like, hey, I should lower the rate cuz Drew, I really believe that the vast majority of humanity believes they're right. They they don't even know how to question it. They just feel right. And so, okay, I feel right. They are unable to get themselves to change direction when they've never lived through it before. So, they've never lived through a country going broke before. So, they're freaked. They they don't even know to be afraid of that. Like, they hear about it on paper, but they've never lived through it. Um, I think about this a lot. This is why I still live in California because I keep thinking I'm not really like going to try to secede and like become proper communists, right? Because I've never gone through it before. If I'd been through this before, because the math says get the [ __ ] out. But I I just can't bring myself. It's so disruptive. The thought of having to convince all of you guys to move with me or god forbid if you guys decided you didn't want to, I'd have to rehire. Oh god, my wife does not want to leave. Jesus, that would be a nightmare. My wife actually has friends. They're all located here. If I have an internet connection, I'm fine. Uh, but my wife has like real friends. And so you you get caught up in the daytoday of it all. And I really think that spiral of I trust myself. This feels right. I've never lived through this before, so I can't make the leap from I get it intellectually on paper, but in reality, I think I can make this continue forever. Period. If you want to go somewhere else, we can. But I'll say one last thing. I won't rat this person out because I like them a lot. But a very famous social influencer during uh like the 2020 to 2023 period actually said when talking about the economy, maybe this time it really is different. Maybe the world is so interconnected that we could never have a recession again. And I remember thinking, uhoh, the second you say that, the second you allow yourself to believe that, like you are [ __ ] Yeah. But we just we are so bad at translating like the the jarring gong of reality that will slap us in the face. We we find it impossible to see it on paper and act as if we've already been hit with it. Yeah, that's it. That's a facto. Um, moving on to Russia. I feel like one thing we haven't talked about in this discussion is kind of like the proxy war element of it all. Um, I can honestly think that for us it's in the US's best interest for Israel to take out Iran. Maybe it's in China's best interest or Russia's best interest to maybe have Iran be a prominent figure in the Middle East, but we can kind of see why we would support Israel and kind of where that through line is. Do you see a reason why Iran even there's reports that they're giving peace talks? Do you see anything on Iran's side of who's giving peace talks? Like they even asked for like a ceasefire that were seeking a ceasefire. Seen a tweet that Iran was after this weekend. It's interesting, man. I I have no information that the general public doesn't have. My immediate assumption is yeah, if I'm getting bombed, I'm gonna say uh let's go back to the tables because you know you can draw it out. Like I listen, you want a secret? God, this is one of those I probably should just keep to myself. Uh but I think to myself routinely, I can talk my way out of anything. And so I want to put myself in a position where I've got an opportunity to like go down the road to see if this is going to be advantageous. And as long, and this is why I tell people with contracts, the thing I care about is what is my out? Mhm. If I have a good out, bro, I'll go way down a negotiation to find out like, is there really something here? And I'll just keep going, keep going, keep going, keep going as if I'm like totally committed because I'm like right when I have to sign on the dotted line, if I don't have a good out, then I can unwind it. But to not at least, I mean, if I'm getting bombed to not at least like go down that path and be like, "Bro, let's talk." That buys me time. Like first of all, if I actually am close to a nuclear weapon, I want to buy as much time as I can because it is a totally different game if I know that I'm legitimately a week or a month away from a nuclear bomb. I've got to get you to stop. I've got to say whatever I need to say to get you to not bomb Fort. So, they would almost be dumb not to at least try to play that card. Very good point. Very good point. We'll get back to the show in a moment, but first, let's talk about the discipline hack that most people miss. Discipline does not stop at the gym or the boardroom. It continues right into your kitchen. For years, Lisa and I have been ButcherBox subscribers because we refuse to compromise on what we put in our bodies. We get high quality cuts with zero decision fatigue from ButcherBox. We're talking 100% grass-fed beef that melts in your mouth, wild caught salmon packed with nutrients, and freerange chicken that's never touched antibiotics or hormones. No more compromising on quality. No more lastminute grocery runs where you end up grabbing whatever is convenient. Just open your freezer and you're seconds away from fuel that matches your standards. New users who sign up for Butcher Box get your choice of steak tips, salmon, or chicken breast in every box for an entire year, plus $20 off your first box. Just go to butcherbox.com/impact and use code impact at checkout. Now, let's get back to the show. Continuing into Russia, Ian Bremer tweeted over the weekend that Russia is now targeting Ukrainian civilians. This was their deadliest strike of this second iteration of the war over the weekend. 15 people dead, including one American. Drones still flying, missiles still dropping in Russia as they're also dropping in the Middle East. Um I remember we talked about Andrew and um all the American uh weapon manufacturers and how like drone warfare is going to take over. We have to be prepared. And then over this weekend I was just seeing hundreds of drones just back feels like in the last like 3 months like immediately it became like everybody has guns to now everybody has drones and it just that that switch flipped and even with um Israel's attack they used AI to even like you to get the drones into Iran space and then to then execute the attack. like this is no longer the future of this is what war is now. It's crazy. War and pornography, those are the things that advance technology. It's uh it's bananas, but it's true. What we're living through right now is really weird for me. And I cannot pinpoint if this is 90% that we just have cameras everywhere now. Mhm. And so now all of a sudden I can watch uh missiles landing in Tel Aviv. Uh I can watch a drone detonate in the side of an apartment complex. Uh and it's just it's always been like this. We just now film everything or if right now is uniquely dangerous. It feels uniquely dangerous. And I feel like I'm talking myself off a ledge by being like, "No, it's just so we have cameras everywhere. Um, I would say the cameras add to the uniquely dangerous element of it because I feel like if you see a bunch of images, it's easy to then be radicalized one way or another or to cement your, you know, for all we know Iran is in a crazy algorithmic loop and they just be getting fed all this Israel is screwing the world over now. They're mad. U, I'm being tongue and cheek here, but I doubt I doubt that's the beef. Yeah, I'm being good, but we didn't like that post you did. There's definitely people who have who are commenting right now who are in their own echo chambers and are saying, "See, because of these three videos that I've watched, this is why Russia's a bad guy. This place is a bad guy, a bad guy here." So, yeah, I will say that uh there's no doubt you and I will unintentionally spread incorrect information from time to time. There's no doubt about that. Uh not letting us off the hook. We certainly will never do it intentionally, but I find myself having to research everything. When I see something like we both saw the video of the supposed uh Iranian petting the um small nuclear bomb, I was just like, there's no way this is real. And so it took you a bunch of time, but you finally tracked it down to the original video that it was in and it just gets reposted around. or people will post a real video, but if it were filmed today, it would mean something dramatically different than if it were filmed, like in the case of one that I was looking at earlier that was filmed two years ago. And so, it's like, oh my god, there's just it is really hard to parse out what is true. Now, I know when I say that, people are going to be like, "See, this is why we need like a ministry of truth." And I'm like, "Have you do you [ __ ] not read like 1984?" But anyway, people clamor for that [ __ ] It's going to be hard though. It's going to be hard. And I would officially as a PSA like to ask the technology companies out there, would you please, for the love of God, integrate blockchain or something so that I can know beyond a shadow of a doubt where a video comes from. That would be amazing. Uh I think we're not only are we going to need that, it that is going to happen. There's just no way. There's so much [ __ ] All right, here it is. Here is our supposed Iran. This is so ridiculous. So then this was the repost of it. This is what an Iranian news uh media outlet did. This is kind of their Alrazer or something like that. They retweeted this and then Israel's initial one which course who was the first person to post that video. Israel, right? Israel posted that. That was in like some longer video. There we go. Yes, here it is. And there's they were using it as a warning. Can we just say Israel? That is the most ridiculous thing I've ever seen in my life. Nobody pets their nuclear bomb. The second I saw I was like, I'm being trolled right now. But yeah, I like you said, I seen the Iranian version first and it said maybe. So I'm like, oh snap. It this is about to be there's no way that Iran is posting somebody petting a nuclear weapon and it says maybe. Maybe. You never know. I was like, there's no way these guys do not have that kind of humor. Plus, like if you say maybe to something like that, everyone goes, "Get the [ __ ] out of here." You don't have that. That Yeah, that one's absurd. But there's so much stuff. I showed Lisa a video of a giraffe with a fanny pack on boarding an airplane on its own valition, and she thought it was real. Now, in her defense, she couldn't tell that it was an airplane. and it just looked like it was going through like some sort of metal gateway. And I was in hysterics. I'm like, "It has a fanny pack on." She was like, "Oh, okay. You're right. It does." But it's like when you're just sort of glancing at something, when you're scrolling, the one that got me, and I I remind myself of this all the time was the tents on the buses. Oh. And I was like, "Wait." I was like, "The wind surely would not." And I was like, "Hold on. This has got to be AI." But for a second, I really believed it. Like my mental model was like, "Oh, damn." like homeless going hard. Uh AI is going to get us all, Drew. Sheesh. Well, if AI is not going to get us, it's going to be the FBI because the FBI and the IRS has joined forces to find and hold accountable the individuals funding the LA riots. Hello, I'm Billis, United States Attorney for the Central District of California. And I'm Akquil Davis, the assistant director in charge of the FBI's Los Angeles field office. And I'm Tyler Hatcher, the special agent in charge of IRS criminal investigation here in Los Angeles. The right to assemble and protest peacefully is protected by law. Unfortunately, we have seen individuals whose intentions are to cause damage and to assault law enforcement. For example, last week we arrested an individual who is charged with conspiracy to commit and aiding in abetting civil disorders. These violent agitators put peaceful demonstrators at risk. The FBI and our federal partners will continue to investigate individuals and organizations who are knowingly funding and committing acts of violence against law enforcement as well as the destruction of property. We are currently tracing money to determine who is providing funding for these riots. Funding crime doesn't just affect the criminals. It also disrupts entire communities. Each dollar funneled into illegal operations fuels violence, undermines law and order, and perpetuates fear. Make no mistake, we will identify and disrupt financial networks supporting these criminal activities. Think before you act. The legal consequences for financing or aiding in abetting these crimes are harsh. They include imprisonment and fines. If you have any information regarding individuals and organizations providing financial support, there's a lot of levels to address this video on Drew. Uh okay. Uh, while I really want to start with the guy in the middle's neck routine, uh, because he better be a wrestler or a boxer or something, Drew. Uh, okay. So, the LA riots as teased out from the protests. Uh, I think that that's an important thing to break apart. America is tearing itself apart. That that is just facts. Like when I was writing the deep dive and you start listing out all the things that have happened just in the last 5 years, it it's absurd. You It sounds like you're talking about a third world country. It's crazy. Political assassinations. Uh that's the one that always like gets me. But like riot on the capital, uh political assassinations, attempted assassination of the president, people openly calling for the assassination of Trump. Like literally on their ex account, like not trying to hide. Um the riots, the protest, the Tesla dealers. Jesus, man. I didn't even include that one. Uh, so when I was watching the LA riots, I was just like, man, we've really gone mad. If you actually want to affect change, you've got to do it peacefully. I mean, that's just like the the history books say. So, when I see the violence, this is people who are so in their fields or they're being orchestrated, and I don't know which is worth. They're both [ __ ] horrific in terms of their outcomes, but you've got people orchestrating the people who feel some kind of way emotionally is probably the chain of events. And so it's like you're going to have to track that down. Okay? You have to put a stop to that. Otherwise, it's just going to escalate, escalate, escalate. People will do as much as they can, just like a kid. They're going to test the boundaries, and if they get away with riots at that level, then they're going to push and push and push. Uh, and that's how you get domestic terrorism. Okay. Uh the next layer is we are militarizing our police force. Like we're sending Marines in and and I think rightly so, but this is horrible. This is the wrong direction. The thing I think for myself is listen, I have wild biases. I have um a value system that tells me things ought to be this way, that way, whatever. But when I look at the future that I want, I force myself to find my way to the middle. And what I mean by that is not that I'm changing my beliefs. I force myself to say, I'm not right. These my values aren't right. My values are just mine. And so I've got to understand that there are other people and they feel different. And I might look at them and have the impulse to laugh and be like, "These people are literal clowns. What the fuck?" Uh, but that's not going to get us where I want to go. And so, just as I would hope they would extend an olive branch to me rather than yelling and screaming at me because they don't like the things that I believe, I need to do the same for them. And both sides seem desperate to lock the other side up. And there's something you can't let crimes go unpoliced. I get it. But you've got to have shock absorbers. You've got to when you're dealing with um political actors, for instance, you you've just got to give them an additional layer of like, okay, fine. Like I'm going to put up with a bit more from you than I might put up with from somebody else because like I don't want to find myself gleeful that I get to arrest my opponents. Like if you can't see that flips on you the second you're not in power, they will do the same to you. And then it's like this the people that are in this country, Drew, are the people that are going to be in the country in the future? Mhm. So if right now you think these are all [ __ ] idiots, what are you saying? like for the next 60 years that you're going to hate a huge swath of the country. Like that that's full [ __ ] You've got to find a way. I mean, this is like I'm speaking to a Christian here. This is like some straight up Jesus [ __ ] It's like turn the other cheek, extend an olive branch. Like you've got to find a way to bring people together. You've got to find a way to pull yourself to the middle. You've got to find a way to have compassion for other people that do not see the world the way that you see the world. Like if people cannot see that the polarization is yanking us apart like faster and faster every day, that just freaks me out. And because I'm so hyper aware of the economic forces that push us in this direction and the odds of those letting up anytime soon are basically zero, uh if we want to get on the other side of this without a whole lot of bloodshed, we've got to find a way to instead of being like, uh, we're going to militarize everything. We're gonna find you. we're going to hunt you down. You can't let people get away with stuff. You have to put borders. But like, do you have to make this video where you get the three guys to stand like this and you tell them to put your hands in the exact same thing? It's like, I get it, man, but they're trying to like send a message. They they don't have somebody that's like um I mean I hate to beat this [ __ ] drum, but Nelson Mandela was like the right guy for the time and to come out and be talking about unity. And listen, I don't know how much of it is propaganda. I get that. But the movie Invictus about him going to the rugby team and being like basically I need you guys to win because we need something that unifies the country. It's like give me some of that [ __ ] You know what I mean? Like if we're not going to get it from our leaders, it's got to come from each of us. So here it is to people that do not think the way that I think word. I love it. In fact, one of the things that I love about you and I is we don't see everything the same. Uh but I have tremendous respect for you. I'm glad that I get to be made sharper because you disagree with a lot of the things that I think. Absolutely. Um, so anyway, man, I really hope people can see even if it's not a game being orchestrated by some comic book villain just off camera, we are being pulled apart. And it just takes each of us to try to force ourselves back to the middle. Um, to understand not everybody's going to see things the way that we see things, to always fight ethically because listen, I want to convince people. I want to convince people my way is right cuz I believe my way is right. I just have a healthy distrust for myself enough that I'm like I'm not going to browbeat people into my position. 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't 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.com/theory. And now, let's get back to the show. Happy. That was well said. Um, and I have a story for you over the weekend that you would love. Um, I brought up a eat the babies reference. Um, my nephew, he's 25. He just turned 25. Um, we were walking downtown San Francisco, kind of seeing the remnants of the protest. Super chill. I I didn't see a rock. I didn't like nothing. We were um on our way to get food. Everybody else was in the hotel. The uh we they got married at like the iconic city hall. Long story short, we were downtown San Fran the whole weekend. As we were walking past, he was like, "You know what, Drew? If we just took out l
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