The Ben Shapiro Show - March 13, 2023


Is The Economy About To Meltdown?


Episode Stats

Length

56 minutes

Words per Minute

211.1725

Word Count

11,977

Sentence Count

788

Misogynist Sentences

12

Hate Speech Sentences

15


Summary

Silicon Valley Bank is the second biggest bank to shut down in U.S. history, and people are freaking out. The government is going to have to bail out the depositors, but what will they do with all the money that's left in Silicon Valley Bank? Is this a system wide problem? Or is this just the latest in a long line of banks going under? Ben Shapiro explains why this could be happening, and what the government is actually trying to do to make up for the problems they're trying to solve. The Ben Shapiro Show is sponsored by Express VPN. Protect your online privacy today at ExpressVPN.org/TheBenShapiroShow. Ben Shapiro is a regular contributor to the Financial Times, and host of the Financial Commentator podcast, The Weekly Standard, and is one of the most influential people in the financial press in the world. He's also the founder of The Financial Times and the founder and CEO of Forward Republic, a leading financial technology company. His articles have been syndicated in the New York Times, Wall Street Journal, and The Huffington Post, and many other publications. His work has been featured on CNN, NPR, TechCrunch, and NPR. His latest book is out now, and he's on the cover of Forbes. The Dark Side of the Internet. He's a frequent contributor for Forbes, and you can find him on Medium, The Hive, The Daily Beast, and other publications, including The Financial Commenter, The Pitch. and The Hill. . He also tweets at and is a lot of great books, including Forbes, The Athletic, The New York Magazine, and has a new podcast on his new podcast, and his latest book, The FiveThirtysomething. , which you can be found on the internet, which you should check out here on the FourThirtysomething website, which is a must-read book, which he also has a podcast on the Internet, which will be out in the next few weeks, by the Four Seasons, by The Six Sigma by Ben Shapiro, and much more! is out on the streets of New York City, and so much more, including on The Four Seasons on his podcast is out there, too! And you can get a copy of Ben Shapiro's newest novel, The Six Million Dollar, The Secret Life of a Billionaire's Guide to the Billionaire s Guide to Money, The Real Life Story, by .


Transcript

00:00:00.000 Hey, hey, and welcome.
00:00:00.000 This is the Ben Shapiro Show.
00:00:01.000 The Ben Shapiro Show is sponsored by ExpressVPN.
00:00:03.000 Protect your online privacy today at expressvpn.com slash Ben.
00:00:06.000 Well, the second biggest shutdown of a bank in U.S.
00:00:09.000 history happened over the course of the last 72 hours, and people are freaking out.
00:00:14.000 And there's a reason that they are freaking out when a major bank goes belly up like Silicon Valley Bank just did.
00:00:19.000 That freaks out everybody, especially because as it turns out, Silicon Valley Bank is apparently not the only bank that has the same kind of issues that shut down Silicon Valley Bank Signature Bank has also been closed right now.
00:00:29.000 There is now talk about the possibility.
00:00:32.000 Of other banks following in the footsteps of Silicon Valley Bank and having serious problems on their hands on their own.
00:00:38.000 That would include, for example, First Republic apparently has similar issues to SVB.
00:00:43.000 So we're going to go through exactly what happened with SVP, why it shut down, and we'll talk about whether there's a system wide banking issue.
00:00:50.000 The first thing to understand is that the reason for all of this is federal government mismanagement.
00:00:55.000 The reason for all of this is because the federal government blew it on inflation and then had to ramp up the interest rates in order to fight the inflation.
00:01:02.000 So, here is what happened.
00:01:04.000 According to the Wall Street Journal, SVB Financial is the parent company of Silicon Valley Bank, which counts many startups and venture capital firms as clients.
00:01:11.000 So this means that a lot of people are sort of laughing today because look at all the big tech bros who are about to go under.
00:01:15.000 Now here's the reality.
00:01:16.000 What's actually going to happen, as we'll discuss in a moment, is that the federal government is going to bail out the depositors, meaning that all of the people who had their money invested in Silicon Valley Bank, everybody who took their money and put it in Silicon Valley Bank and left it there, and then they would take Swing loans in order to pay their staff.
00:01:30.000 All those people will be fine.
00:01:31.000 It's the bank itself that is going to shut down.
00:01:33.000 This does mean the federal government is violating its own rules.
00:01:36.000 The Federal Deposit Insurance Corporation, which is supposed to give you back $250,000 of your deposits.
00:01:43.000 Every time you go to the bank, you'll see there's like a little sign on the bank teller window that will say, FDIC insured up to $250,000.
00:01:48.000 Well, most people who are running companies keep a lot more than $250,000 there.
00:01:53.000 The FDIC is going to fill in all of those people anyway.
00:01:57.000 This does create a situation of moral hazard.
00:01:59.000 But what happened here is that SVP Financial had billions and billions in total deposits.
00:02:06.000 They had about $200 billion in total deposits by the end of the first quarter of 2022.
00:02:11.000 That was a major increase in the amount of money that they had in deposits from the first quarter of 2020.
00:02:17.000 In 2020, they had $60 billion in deposits.
00:02:18.000 By 2022, they had $200 billion.
00:02:23.000 Well, because between 20 and 2022, we injected more money into the American economy than any time in human history.
00:02:23.000 Why?
00:02:30.000 We just shoveled money out the door.
00:02:32.000 And a lot of that money went to the big tech companies.
00:02:34.000 A lot of that money went to firms that didn't know where to put the money, and so they started shoveling it to tech.
00:02:39.000 Because remember, that was a tech boom.
00:02:40.000 It was really a tech bubble.
00:02:41.000 It was very reminiscent of the dot-com bubble of 1999-2000, where all of a sudden, Firms that really should not have been valuated at the valuation that they were being provided were suddenly being valuated at extraordinary prices because people had money just gushing out of their pockets.
00:02:54.000 Like, what am I going to do with this?
00:02:56.000 Well, I can go invest in Petco.
00:02:57.000 I can go in Pets.com.
00:02:59.000 I can go take my money and I can put it in some weird venture capital attempt and I can just throw the money at it because what else am I going to do with this money?
00:03:08.000 And so all of those companies then took their money and they put it in Silicon Valley Bank.
00:03:12.000 And so you saw the balance sheet expand dramatically For Silicon Valley Bank Financial.
00:03:18.000 So this created a question for Silicon Valley Bank is the way the banks actually make money.
00:03:22.000 They don't keep your money in a lockbox.
00:03:24.000 It's not like you have a safety deposit box and you bring in your million dollars and they take it in cash and they shove it into the wall or something.
00:03:30.000 That's not what they do.
00:03:31.000 Instead, it's all digital.
00:03:32.000 And what they do is they then lend out the money to other possible ventures or they go and they buy bonds or they go and they buy stocks.
00:03:38.000 They invest the money themselves and then they essentially arbitrage the difference between what they have in their coffers and what they owe back to you and what they think they can earn from the markets.
00:03:47.000 So what exactly did SVB Financial do with this massive influx of cash?
00:03:51.000 Well, they started buying tens of billions of dollars of seemingly safe assets, primarily long-term U.S.
00:03:56.000 treasuries and government-backed mortgage securities.
00:03:59.000 Which means that SVP's securities portfolio rose from about $27 billion in the first quarter of 2020 to $128 billion by the end of 2021.
00:04:09.000 So they took all that money that was being thrown out there by the federal government, this inflationary wave by the federal government, they took all that money and they shoved it back into U.S.
00:04:18.000 treasuries.
00:04:20.000 Well, normally the U.S.
00:04:21.000 Treasury is supposed to be pretty safe, right?
00:04:22.000 I mean, the way the U.S.
00:04:23.000 Treasury works is that you take $950, you invest it in a $1,000 bond, and that $1,000 bond is supposed to come to maturity in, say, 10 years.
00:04:31.000 And that means that your rate of return on the $1,000 bond is, you know, a few percentage points.
00:04:36.000 And that's fairly safe because you know you're going to get that money back.
00:04:39.000 The problem is if the interest rates dramatically increase, then the value of your bond drops really dramatically.
00:04:45.000 Because let's say that you buy a bond and that bond is going to give you a yield of 4%.
00:04:51.000 And then suddenly there is an interest rate increase.
00:04:54.000 And so the government is issuing bonds at a much higher rate.
00:04:57.000 Well, then the market for your bond, which is going to earn you a much lower rate, The market just disappears.
00:05:02.000 Suddenly your bond is worth like nothing because I can go down the street and get a brand new bond issued by the U.S.
00:05:07.000 government that is going to earn me a much greater yield than the bond that you are now.
00:05:12.000 You're going to have to sell your bond at discount to compete with the new bonds that are being issued by the federal government.
00:05:17.000 This is why when interest rates increase, the prices of bonds that are currently on the market tend to drop.
00:05:23.000 So they tend to work in sort of Counterbalance to one another.
00:05:29.000 So what happened here is that SPV Financial thought that they were being safe by buying a bunch of U.S.
00:05:34.000 Treasuries, but they were being stupid because they didn't look at the market and say, okay, wait, inflation is likely to follow here.
00:05:39.000 And so when inflation follows, you're gonna have to ramp up the interest rates.
00:05:41.000 When they ramp up the interest rates, what is likely to follow is that the bond holdings that we have are going to drop in value.
00:05:46.000 So if there's run on the bank and all of our money is invested, all of their money, all of your money is invested in the bonds, we're gonna have to sell off those bonds at a loss and that's gonna bankrupt the bank.
00:05:55.000 That's essentially what happened here.
00:05:57.000 We'll get to more of the explanation in just one moment.
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00:07:00.000 Okay, so good.
00:07:01.000 Again, according to the Wall Street Journal, they bought all of these securities.
00:07:05.000 The problem, Emerge, is that because they pay fixed interest rates for many years securities, that's not necessarily a problem unless the bank suddenly needs to sell the securities.
00:07:12.000 Because market interest rates have moved so much higher, those securities are suddenly worth less on the open market than they are valued at on the bank's books.
00:07:19.000 And as a result, they can only be sold as a loss.
00:07:21.000 That's what I was telling you.
00:07:23.000 The price on the bonds they had bought declined from when they had bought them because of the interest rate increases necessitated by the inflation.
00:07:30.000 So as the Wall Street Journal says, at the same time, SVB's deposit inflows turned to outflows because clients were burning cash and they stopped getting new funds from public offerings or fundraising.
00:07:39.000 So remember, all of their clients are tech companies.
00:07:41.000 Those tech companies are very reliant on inflation.
00:07:44.000 Those tech companies were burning through cash at an extraordinary rate.
00:07:48.000 For about two years there, if you were a company that was in search of public financial capital, you would just seek to get bought up by what was called an S-PAC.
00:07:58.000 You sought to be bought up by a publicly traded company that didn't have any content to it.
00:07:58.000 A SPAC.
00:08:03.000 It was basically just a slush fund and then it would buy you and then you would become the publicly traded company.
00:08:09.000 We've seen a few of these.
00:08:10.000 Truth Social was funded through a SPAC, for example.
00:08:13.000 But when all the money dried up, then suddenly all these companies came up short.
00:08:17.000 They've been burning through cash at this extraordinary rate because there was so much cash flowing through the system.
00:08:21.000 And then interest rates increased.
00:08:22.000 People stopped spending money quite as much.
00:08:25.000 All the investments dried up.
00:08:26.000 And at that point, everybody started trying to draw down their balance of the bank.
00:08:29.000 And when they started to draw down their balance of the bank, suddenly the bank had to figure out, because everybody is operating on essentially marginal deposits, right?
00:08:38.000 Everybody at the bank.
00:08:40.000 Again, they keep a certain amount of money at the bank, like what they have to by law, but then the rest of it is being lent out or bought or whatever.
00:08:45.000 And so suddenly, if everybody goes to the bank at the same time, you have the Mary Poppins scenario, right?
00:08:49.000 Everybody goes to the bank at the same time, it's a run on the bank, and everybody freaks out because they have to shut the windows.
00:08:54.000 There actually is no money at the bank.
00:08:56.000 And so how do they fill back in that hole?
00:08:58.000 Well, they have to go and they have to sell all these bonds at a loss, which bankrupts the company.
00:09:02.000 So on Wednesday, SVB said it had sold a large chunk of its securities worth $21 billion at the time of sale at a loss of about $1.8 billion after tax.
00:09:11.000 The bank's aim was to help it reset its interest rates at today's higher yields and provide it with the balance sheet flexibility to meet potential outflows and still fund new lending.
00:09:18.000 And then it tried to raise about $2.25 billion in capital by selling stock.
00:09:23.000 The problem is that the run was already on.
00:09:26.000 Everybody went to get their money.
00:09:27.000 On Thursday, customers tried to withdraw $42 billion of deposits, about a quarter of all of the money that was supposed to be held in the bank.
00:09:35.000 And it just ran out of cash.
00:09:37.000 And then other banks started to get hit.
00:09:40.000 Because there were other banks that were invested in this bank.
00:09:44.000 Stocks of other mid-sized lenders like First Republic Bank and Signature Bank were halted on Friday morning.
00:09:47.000 And in fact, Signature Bank essentially went into receivership for the exact same reason.
00:09:52.000 They were invested in Silicon Valley Bank and also they were heavily invested in bonds.
00:09:57.000 And so the question becomes, okay, so what happens next?
00:10:00.000 So that's two questions.
00:10:01.000 Question number one is, are they going to bail out SVB?
00:10:04.000 Are they going to bail out the depositors?
00:10:07.000 How many other banks are in the vulnerable position that SVB was in?
00:10:12.000 How many banks are not telling you they're in that vulnerable position?
00:10:15.000 And nobody really knows the answer to that.
00:10:16.000 There's a lot of unease in the markets today because even if the depositors of Silicon Valley Bank are bailed out, well, what happens to all of the, what happens to all the unsecured credit holders in Silicon Valley Bank?
00:10:29.000 There are a lot of people, in other words, who invested in Silicon Valley Bank.
00:10:32.000 They're not going to get their money out.
00:10:34.000 That money is now gone.
00:10:35.000 And Silicon Valley Bank was a big concern.
00:10:37.000 So that means those people are going to lose a lot of money, which means they can't hire.
00:10:40.000 It means they can't fire.
00:10:41.000 It means they can't, like, they're bankrupt.
00:10:43.000 I mean, it can bankrupt a lot, a lot of people.
00:10:45.000 And so we are in the same situation, financially speaking, that we were not to the same extent as we'll discuss in a moment.
00:10:52.000 During 2007-2008, when you started to see major financial institutions go down because they'd made bets that they did not see as being risky because they thought the federal government was going to backstop them.
00:11:02.000 Now, again, This is almost a mirror image, in terms of the morality of it, of 2007-2008.
00:11:06.000 You had a bunch of financial institutions who were tacitly relying on the promise that the federal government was going to fill them in to make risky bets, and then those bets fail, and then the federal government does indeed at least fill in the depositors.
00:11:20.000 Now, they're not going to save Silicon Valley Bank here.
00:11:22.000 Silicon Valley Bank will not be a going concern from here on out unless there is somebody who comes in, sweeps in, and actually buys up the assets.
00:11:28.000 Now, that could have been done on the open market anyway, right?
00:11:30.000 There could have been... Elon Musk talked about buying up Silicon Valley Bank, for example, and then going and finding investors to fill in what depositors were owed.
00:11:38.000 Because it's not like Silicon Valley Bank had no money.
00:11:40.000 It's not like they went from $200 billion in holdings to $0 in holdings.
00:11:44.000 They still were able to liquidate some of the bonds that they had on the market.
00:11:47.000 They would need somebody to come in and buy them up and fill it back in, and people would presumably continue to invest in Silicon Valley Bank once they realized that the run was over.
00:11:55.000 But that's not what the federal government did.
00:11:57.000 So the federal government had basically two concerns here.
00:12:01.000 Concern number one is making sure that this thing did not spread directly from Silicon Valley Bank to the rest of the system.
00:12:05.000 That there wasn't a meltdown where depositors lost their money and so everybody across the system went, hold up a second, my money is not safe at my bank.
00:12:12.000 I'm gonna go do a run on the bank right now.
00:12:14.000 And because there is a sort of herd mentality when it comes to this stuff, is my bank safe?
00:12:18.000 Are they doing the same thing?
00:12:19.000 Are they lying to me?
00:12:20.000 And everybody goes get their money at the same time and suddenly a lot of banks start to go under and it looks very much Like 2007, 2008, and the federal government rushes in to fill in the gap.
00:12:30.000 The other is the moral hazard created by the simple fact that over and over and over again, the federal government keeps doing things and people keep relying on the federal government to fill in the gap.
00:12:40.000 In 2007, 2008, the presumption was for everybody who was invested in subprime mortgages that the federal government was going to back their play because Fannie Mae and Freddie Mac, which were quasi-government subsidies, subsidized, they were backing that play.
00:12:52.000 In 2007-2008, the smart money was that the federal government was backing subprime mortgages.
00:12:58.000 So, what's the big deal if we mix in a bunch of crap subprime mortgages with actually good mortgages and then we mix it all together and create a credit derivative structure that allows us to create a crap sandwich and then Everybody eats the crap sandwich, but most of the sandwich is not crap, so it's probably okay.
00:13:12.000 Well, as it turns out, the federal government stepped in to save everybody from their own stupidity in relying on the federal government.
00:13:18.000 Same sort of thing here.
00:13:19.000 Because all of these companies relied on the federal government not to raise those interest rates to dramatic levels.
00:13:26.000 That's exactly what happened with SVP.
00:13:27.000 They said, yeah, we can see that you're inflating the currency, but we will bet that you're not going to raise those interest rates to high levels, even as Jerome Powell was saying we probably will.
00:13:36.000 And then, of course, things went south and now they're going to get bailed out by the federal government, at least the depositors are.
00:13:41.000 And it's a question as to how much, how many other institutions are going to be guaranteed that way, which raises the question as to if depositors are just getting bailed out by the FDIC.
00:13:49.000 Then why exactly is the federal government subsidizing a bunch of banks in the first place to engage in investments they would not make with their own money?
00:13:56.000 Because that's really what you're talking about here.
00:13:58.000 We'll talk about the moral hazard in just one second first.
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00:15:13.000 Alrighty, so, The federal government, again, has two main issues here.
00:15:18.000 One is to ensure everybody, it's all fine.
00:15:21.000 So Janet Yellen, the former head of the Federal Reserve and current Secretary of the Treasury, she says two things.
00:15:21.000 It's all going to be fine.
00:15:26.000 One, we're not going to bail out SVP.
00:15:27.000 Two, the banks are in good shape.
00:15:29.000 We're totally fine.
00:15:31.000 Your counterpart in the United Kingdom has said that the government there has ruled out a bailout of the UK arm of Silicon Valley Bank.
00:15:40.000 Have you also ruled out that kind of government intervention?
00:15:46.000 Well, let me be clear that during the financial crisis there were investors and owners of systemic large banks that were bailed out and we're certainly not looking and the reforms that have been put in place means that we're not going to do that again but we are concerned about depositors and are focused on
00:16:15.000 Okay, so she says we are going to make sure depositors are taken care of, but we're not going to save Silicon Valley Bank.
00:16:24.000 The question is whether that's going to be enough to quiet the financial markets, because let's say that you are a bank.
00:16:29.000 You're like, okay, well, my depositors are safe, but I am not safe.
00:16:32.000 So there are a lot of the banks right now that are looking over their shoulder.
00:16:35.000 Joe Biden's OMB Director, Office of Management and Budget Director Shalanda Young says, don't worry, our banking system is safe and secure.
00:16:41.000 Everything's good.
00:16:42.000 So you can tell the American people this morning, because I think this has caused a lot of concern, that the U.S.
00:16:47.000 banking system is safe and secure.
00:16:49.000 I think the voice here is our Treasury Secretary who is our lead in working with regulators.
00:16:54.000 That's the appropriate person we should listen to here and who's tracking this the most closely.
00:17:01.000 But again, what I will say is after the financial crisis, the reforms put in place have given regulators more tools and our system is more resilient and the foundation stronger because of it.
00:17:15.000 Okay, so what is the final outcome here?
00:17:17.000 So what they've decided to do is they're going to, number one, bail out all the depositors.
00:17:22.000 So all the depositors, people who had their money in SVB, they're going to get their money out.
00:17:28.000 According to Politico, after a white-knuckle weekend, you can be confident payroll will be met, checks will clear, your company will have access to every cent of its Silicon Valley Bank deposits, not just the FDIC-insured limit of $250,000.
00:17:38.000 After federal agencies stepped in on Sunday evening to backstop the failed bank and attempt to stem a burgeoning crisis among the nation's medium-sized banks, if you're a banker, investor, financial regulator, business owner, or Biden administration official, you might still be plenty nervous.
00:17:50.000 While Sunday's announcement was aimed at restoring faith in the banking system, the earlier Monday is that markets might not be buying it because another mid-sized bank, First Republic has similar issues to SVP and they've come under close scrutiny over the past week and they saw their shares drop precipitously in early trading.
00:18:04.000 That would suggest that the federal government's emergency moves last night could just be the beginning, not the end of the Washington response.
00:18:09.000 So here is what the Treasury Department, Federal Reserve and FDIC have already announced.
00:18:12.000 One, depositors will be able to access all of their money.
00:18:15.000 How exactly?
00:18:16.000 Well, apparently any losses to the deposit insurance fund to support uninsured depositors will be recovered by a special assessment On the banks, certain unsecured debt holders and shareholders will not be protected and also senior management has been removed.
00:18:31.000 So they're decapitating the rest of the company and they're going to pay off the depositors, which again raises the question as to why we aren't banking directly.
00:18:38.000 I mean, this is what Elizabeth Warren wants.
00:18:39.000 She wants us to just bank directly with the federal government and then the federal government can just give risky loans to everybody else and bail out those people.
00:18:46.000 Well, if you're SVB, that's kind of what this looks like in practice, actually, just without, just with the federal government as kind of the shadow monster in the background waiting to do all of these things.
00:18:56.000 There's also the bank term funding program that is going to have, it's going to be a federal lender.
00:19:00.000 SVB's problem was it had too much of its money invested in long-term treasuries and mortgage-backed securities that tanked in value as the Fed raised those interest rates.
00:19:08.000 There are other banks with the same problem.
00:19:10.000 To make sure they don't suffer the same fate, there's a new agency, yay, new government agency, that will allow them to access loans with generous terms.
00:19:16.000 Instead of having to sell off their interest rate-ravaged treasuries, they'll be allowed to use them as collateral for a loan at their original value.
00:19:22.000 So they are going to now get a loan from the federal government on the basis of the bonds that they are still holding.
00:19:27.000 Now, the federal government, of course, has an interest in that because they don't want to see the bond markets, the secondary bond markets, absolutely tank, which, again, would force another rate rise, presumably in the interest rates.
00:19:37.000 Meanwhile, New York based Signature Bank was closed and we'll get the same exact treatment as SVP.
00:19:41.000 This one, this one's pretty spectacular considering that SVP, you know, that that's one thing.
00:19:45.000 Signature Bank is a person on the board is Barney Frank.
00:19:50.000 Barney Frank is the guy who was involved in Dodd-Frank.
00:19:53.000 Barney Frank was the head of the House Financial Services Committee for decades.
00:19:56.000 And he was on the board over at Signature Bank, which shows you that the regulators who are very often in charge of these banks, let's just say that they have a finger in the pie very often.
00:20:08.000 And they never bear the results of their own bad decision making.
00:20:12.000 So in a second, we'll get to the problems.
00:20:15.000 There are really two problems here of Systemic moral hazard.
00:20:20.000 We'll get to that in a moment.
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00:21:23.000 Okay, so.
00:21:24.000 Hilariously, Larry Summers, the former Secretary of the Treasury under Bill Clinton and a person who had predicted the inflationary increase, he says, guys, we don't need the moral hazard lectures.
00:21:33.000 Quote, this is not the time for moral hazard lectures or for lesson administering or for alarm about the political consequences of bailouts.
00:21:40.000 Well, actually, this is exactly the time for moral hazard lecturing.
00:21:43.000 I mean, when the moral hazard arrives, that's when you normally lecture about moral hazards.
00:21:48.000 It's a moral hazard is the concept in economics.
00:21:50.000 And when you incentivize bad decision making, you get more of it.
00:21:53.000 So in other words, when you bail out depositors, What you are doing is telling them it does not matter where you put your money.
00:21:58.000 You put your money where you can get the highest return, you'll get your money back.
00:22:01.000 Because the Federal Deposit Insurance Corporation will always pay you back your money.
00:22:04.000 So instead of you being a wise consumer and looking at the various financial products and services provided to you in the market, instead you just say, which one of them promises the highest rate?
00:22:13.000 So long as that firm is of sufficient size and scale in the United States economy, you will get your money back.
00:22:21.000 That's a pretty major moral hazard.
00:22:22.000 It means that basically it's now up to the federal government and not to consumers, which firms ought to be successful and which ones ought not to be successful.
00:22:30.000 Because again, right now, the too-big-to-fail phenomenon that was supposed to die back in 2007, 2008, that, wrong, wrong.
00:22:36.000 Because again, the moral hazard that attaches here is twofold.
00:22:40.000 One, you have, let's say that you run a bank.
00:22:43.000 And your generalized feeling is the way that I grow my bank is by promising 9% returns.
00:22:50.000 In order to get to those 9% returns, I'm going to push out risky loans, like I'm going to take big swings in the market.
00:22:58.000 And I know that my as long as I have $200 billion in deposits, all those people can get their money back.
00:23:05.000 So worst case scenario, worst case scenario is that everything goes belly up and I end up in a bad personal situation because the bank goes bankrupt.
00:23:13.000 But best case scenario, I become one of the biggest banks in America because I'm promising 9% returns and all my depositors are going to get back their money.
00:23:22.000 So you are actually incentivized to take these riskier swings.
00:23:25.000 You are incentivized to do stupid things like buying tons of bonds in a market that is about to increase interest rates rapidly over the course of two years.
00:23:34.000 So that is a moral hazard.
00:23:36.000 It's a moral hazard for the people who run the banks.
00:23:37.000 Second, it's a moral hazard for the depositors, because if you're a depositor, again, you just put your money where you are promised the highest rate of return.
00:23:43.000 So instead of you actually actively looking at the bank where you put your money, you say, should I put it in this safe community bank that I know is going to give me back 3% year on year?
00:23:51.000 I know the people who run the bank.
00:23:53.000 They're not going to take the money and make stupid moves with it in order to get me that extra percentage point or two.
00:23:53.000 I vet them.
00:23:58.000 Instead of that, you just say, well, you know what?
00:23:59.000 I'm getting my money back no matter what.
00:24:00.000 Federal government's going to pay me back.
00:24:03.000 So, I totally understand the bailout position because, again, the urgent is generally the opposite of what is necessary.
00:24:10.000 The urgent and the necessary are constantly at war with one another in the financial markets.
00:24:13.000 The urgent is bail it out so the economy doesn't collapse and you don't have more banks that do this because they've all relied on this system.
00:24:19.000 The necessary is that at a certain point, you're actually going to have to have one of these banks go into receivership and the people who have their deposits in the bank, you're going to have to have those people rely on somebody else to come in and fill that back in when the bank is bought for a very low price.
00:24:35.000 Now, presumably, anybody who comes in and buys that bank is going to have to fill back in those deposits.
00:24:39.000 I mean, those deposits do exist.
00:24:40.000 Those are outstanding debt secured against the actual assets of the bank, usually.
00:24:46.000 With that said, why not allow this to go to the open market?
00:24:49.000 You could theoretically do that.
00:24:50.000 You could allow it to go to the open market.
00:24:51.000 So, listen, I get the various considerations.
00:24:53.000 It's very much like what happened in 2007, 2008.
00:24:56.000 Everybody was very against TARP.
00:24:57.000 Everybody was very against the idea that we're going to bail out the banks because, again, it was creating incentive structures for banks to make moves like this in the future.
00:25:04.000 Those incentive structures will continue to exist so long as the federal government is in the belief system of we fill in the mistakes made by big banks.
00:25:13.000 This is why you are seeing the federal government basically take the untrue position that it will cost the taxpayer nothing to do any of this stuff.
00:25:21.000 It'll be totally fine.
00:25:22.000 We'll magic money out of thin air.
00:25:23.000 Don't worry, it's not actually a bailout.
00:25:26.000 So that is the big moral hazard.
00:25:28.000 Then there's a secondary moral hazard, which again, is that banks like SVB, they had other priorities.
00:25:35.000 Their top priority was not, in fact, making money for their depositors in a safe and secure way, in a risk In a risk-neutral way.
00:25:44.000 Instead, SVB, it turns out, was a very, very woke company.
00:25:50.000 They didn't even have, as it turns out, a risk manager.
00:25:53.000 According to the UK Daily Mail, collapsed lender Silicon Valley Bank operated without a chief risk officer between April 22 and January 2023, while the operation's United Kingdom-based head of risk stands accused of prioritizing pro-diversity initiatives over her actual role.
00:26:08.000 This revelation comes after the firm became the largest bank to collapse since the 2008 financial crisis, disclosing a $1.8 billion loss in its finances.
00:26:15.000 SVB's former head of risk, Laura Izurieta, who formerly performed a similar role at Capital One, left the bank in April 2022.
00:26:21.000 She was not replaced until almost a year later when the bank hired Kim Olson, formerly of Japanese bank Sumitomo Mitsui.
00:26:27.000 The bank announced Olson's hiring in January with a press release saying she brought 30 years of financial services experience.
00:26:34.000 The bank's CEO credited Olson's deep and multifaceted financial services experience as a senior risk leader that positions her perfectly to manage SVB's financial and non-financial risks.
00:26:45.000 But meanwhile, Jay Irsipa, who acts as CRO for the bank in Europe, Africa and the Middle East, the chief risk officer, and who describes herself as a, quote, queer person of color from a working class background, organized a host of LGBTQ initiatives, including a month long pride campaign and implemented safe space catch ups for staff.
00:27:03.000 In a corporate video published just nine months ago, she said she could not be prouder to work for SVB, serving underrepresented entrepreneurs.
00:27:10.000 Professional network Outstanding listed UrsaPath as a top 100 LGBTQ future leader.
00:27:16.000 Apparently she is quote unquote allies with gay rights charity Stonewall and her author numerous articles to promote LGBTQ awareness, and these included Lesbian Visibility Day and Trans Awareness Week.
00:27:27.000 So obviously there's a lot of people who.
00:27:29.000 You know, I think we're deeply concerned with the things that matter.
00:27:34.000 Really deeply concerned with all the things.
00:27:36.000 Bernie Marcus.
00:27:37.000 Who is a major investor on his own.
00:27:39.000 He ripped the wokeness of the bank over the weekend.
00:27:42.000 He's like, guys, shouldn't you actually have some priorities like risk assessment?
00:27:49.000 I think that the administration has pushed many of these banks into more concern about global warming than they do about shareholder return.
00:28:00.000 Everybody is focused on diversity and all of the woke issues and not concentrating on one thing they should, which is shareholder returns.
00:28:14.000 So, according to the Wall Street Journal, Silicon Valley's bank failure hit not just its depositors and investors, but also its customers.
00:28:20.000 The business is financed by SVB for years, now look riskier.
00:28:24.000 Shares of home solar installer Sunrun, for example, fell 12% on Friday.
00:28:27.000 Roku set about $487 million of its $1.9 billion in cash Was at SVB.
00:28:33.000 Apparently they are going to get all of their money back.
00:28:35.000 So again, you see what the government is trying to do and you also see why it creates future hazard.
00:28:38.000 This is always the game with the federal government.
00:28:41.000 When it comes to the federal, you get into bed with the federal government and eventually someone is going to end up being screwed.
00:28:46.000 If you're lucky, you're big enough that it's not you and it's somebody else.
00:28:49.000 But there is, um, there's a real problem here.
00:28:51.000 If you're a smaller bank and this happens to you, do your depositors get back their cash?
00:28:56.000 Does the federal government really step in?
00:28:59.000 I mean, presumably the answer now is going to be yes.
00:29:00.000 That for all time, the actual real way the banking system in the United States is now going to work, according to the federal government, is anytime a bank starts to go under, the federal government is going to step in and it's going to secure the deposits of the people who put their money in the bank.
00:29:13.000 Which does raise the question as to whether these banks actually work for the federal government.
00:29:19.000 Because again, this means the federal government is now subsidizing the risk-taking by people who are concerned with things like ESG.
00:29:27.000 Which is a problem.
00:29:28.000 Because again, the markets were supposed to sort this sort of stuff out.
00:29:31.000 When you fail, you are supposed to actually fail.
00:29:34.000 When you're not good at a thing, you're actually supposed to lose.
00:29:38.000 But again, apparently the basic idea here is that we got to stop the meltdown while we got to stop the meltdown.
00:29:45.000 While I'm sympathetic to the stop the meltdown mentality, considering that everybody has money in the market at this point, at some point you're going to actually have to let consequences take place for firms that make bad risk assessment.
00:29:56.000 And those consequences are going to have to hit people who put their money in banks like this.
00:30:01.000 And the way that that's going to rejigger the system will allow for better and more meticulous risk planning.
00:30:06.000 So anybody who says that this is a quote-unquote failure of capitalism, no, this is a failure of corporatism as always.
00:30:11.000 When the government creates systemic risk structures that favor too risky behavior and then bail out sort of the downside risk, this is what you get.
00:30:19.000 Not a giant shock.
00:30:21.000 Okay, in just a second, we'll get to the Oscars last night.
00:30:24.000 It was an incredibly dull Oscars, but it was Diversity Forward, which is the thing that matters most.
00:30:28.000 First, let's talk about how you get better employees at your firm.
00:30:32.000 So, let's say that you run a bank and you actually would like a risk assessment officer who assesses risk rather than promoting various diversity days.
00:30:39.000 Well, perhaps you should check out ZipRecruiter.
00:30:41.000 ZipRecruiter helps you find the most qualified people for your roles fast.
00:30:44.000 Right now, you can try ZipRecruiter for free at ziprecruiter.com slash dailywire.
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00:31:00.000 See why the majority of employers count on ZipRecruiter.
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00:31:30.000 Also, What if I told you there's one book that has done more for literacy than any other book?
00:31:35.000 It's shaped literature, art, culture, government, countless lives.
00:31:38.000 Of course, I'm referring to the Bible.
00:31:39.000 You know who else?
00:31:40.000 It's had an influence on Jordan Peterson.
00:31:42.000 In addition to his Exodus series, Jordan has a documentary called Logos and Literacy.
00:31:45.000 He traces the Bible through history to show you the impact it had on the Western world.
00:31:49.000 Here's some of the trailer.
00:31:51.000 I was very much struck by how the translation of the biblical writings jump-started the development of literacy across the entire world.
00:32:01.000 Illiteracy was the norm.
00:32:03.000 The pastor's home was the first school, and every morning it would begin with singing.
00:32:08.000 The Christian faith is a singing religion.
00:32:11.000 Probably 80% of scripture memorization today exists only because of what is sung.
00:32:16.000 This is amazing.
00:32:17.000 Here we have a Gutenberg Bible.
00:32:20.000 Bible printed on the press of Johann Gutenberg.
00:32:24.000 Science and religion are opposing forces in the world, but historically that has not been the case.
00:32:31.000 Now the book is available to everyone.
00:32:33.000 From Shakespeare to modern education and medicine and science to civilization itself.
00:32:42.000 It is the most influential book in all of history and hopefully people can walk away with at least a sense of that.
00:32:52.000 It's a fantastic piece of work from Jordan.
00:32:54.000 Now, this is the part where I'd normally tell you Logos & Literacy is only for DailyWirePlus members, but we are making it available for free for everyone right now at DailyWirePlus.com.
00:33:03.000 Only for a limited time.
00:33:04.000 So, watch Logos & Literacy today at DailyWirePlus.com.
00:33:07.000 Meanwhile, last night was the Oscars.
00:33:09.000 I believe that it just ended like five minutes ago.
00:33:11.000 As always, the Oscars is way too long.
00:33:13.000 It was apparently quite boring.
00:33:16.000 It did have some moments.
00:33:17.000 So first of all, the overall Oscar analysis, diversity always wins.
00:33:20.000 So you can bet these things.
00:33:22.000 I mean, seriously, if you're going to bet the Oscars, always bet on the diversity film in order to win.
00:33:27.000 This year, the diversity film was indeed everything, everywhere, all at once, all the time, forever.
00:33:31.000 And that film was likely going to win.
00:33:33.000 Now, normally what happens with the Oscars is that there is a film that sort of emerges as the early frontrunner, and then there's a backlash against the film, and then some other film wins, right?
00:33:41.000 You'll remember that happened the year that it was like three billboards at Ebbing was in the lead, and then all of a sudden it just sort of fell away because everybody's like, ah, it's a lot of white people in that movie.
00:33:48.000 We can't do that.
00:33:49.000 That thing sort of happens a lot.
00:33:52.000 Well, the Oscar winner last night, the big Oscar winner that took everything home, was everything, everywhere, all at once, forever, for the rest of time.
00:34:00.000 That movie ended up winning Best Actress for Michelle Yao.
00:34:03.000 It ended up winning Best Picture.
00:34:06.000 It ended up winning also, I believe, did it win Best Director?
00:34:09.000 I think it won Best Director as well.
00:34:11.000 It won Best Director.
00:34:13.000 It basically swept.
00:34:14.000 Now, the reason that it swept is because it fulfills two intersectional check boxes.
00:34:21.000 It fulfills the Asian intersectional checkbox, and we already had Parasite, the one a couple of years ago, so we've done that, but it's a very gay movie.
00:34:27.000 Everything all at once is a very LGBT movie.
00:34:32.000 The main storyline is essentially an Asian immigrant mom who is working really hard and ignoring her family, but she has to learn that her lesbian daughter's girlfriend should be introduced to grandpa, who has to be taught to accept The new ways of the world.
00:34:49.000 The whole movie is about alternative universes and parallel universes.
00:34:52.000 And in one of them, Michelle Yao herself is a lesbian.
00:34:55.000 Oddly, her daughter is a lesbian in all the universes, apparently.
00:34:58.000 But Michelle Yao is a lesbian in some universes with Jamie Lee Curtis in like Hot Dog Fingers universe.
00:35:03.000 None of this makes any sense unless you've seen the movie because the movie itself does not make a whole hell of a lot of sense.
00:35:07.000 I was kind of lukewarm when I first watched it.
00:35:08.000 The more I reflect on it, the less I like it.
00:35:10.000 There's a Hollywood and quiet ballot that got revealed before this.
00:35:15.000 I said I had to watch, I had to sit there like four times to get through it.
00:35:17.000 I think that's right.
00:35:18.000 The movie itself is 139 minutes.
00:35:20.000 It's really, really long movie.
00:35:22.000 I mean, 139 minutes is a two hour, 20 minute film.
00:35:25.000 This movie should have been done about 140.
00:35:27.000 In any case, it's not like a horrible movie.
00:35:29.000 It's just kind of nonsensical in a lot of ways.
00:35:33.000 And then finishes with sort of the mushy.
00:35:34.000 Can't we all get along story.
00:35:37.000 In any case, that was sort of the only big political moment of the night.
00:35:40.000 There were a couple other political moments.
00:35:42.000 That was the big one.
00:35:43.000 Was the Oscar winning director, Daniel Shynard, saying that I used to dress in drag as a kid and no one's threatened by drag.
00:35:48.000 No one.
00:35:49.000 Because I used to dress in drag as a kid.
00:35:52.000 Spread your morality.
00:35:53.000 Hollywood, do it.
00:35:55.000 We want to dedicate this to the mommies, all the mommies in the world, to our moms.
00:36:01.000 Specifically my mom and dad, Ken and Becky, thank you for not squashing my creativity when I was making really disturbing horror films, or really perverted comedy films, or dressing in drag as a kid, which is a threat to nobody.
00:36:17.000 Um, so, yeah, that's, um, I mean, I'm sorry.
00:36:22.000 Talk to us more about your morality, Hollywood.
00:36:23.000 Yes, I want to hear from Hollywoodites how to raise kids.
00:36:26.000 That's definitely what I want to hear.
00:36:28.000 So, Everything Everywhere All at Once was the big winner last night, again, because of the diversity.
00:36:33.000 I will say that the best moment of the Oscars was a winner, again, it swept, from Kei Haekwon.
00:36:39.000 You'll remember him as the short round from Indiana Jones and the Temple of Doom.
00:36:44.000 He was handed the award by Harrison Ford.
00:36:47.000 I will say it's kind of amazing that Harrison Ford still has not won an acting Oscar, but Kei Haekwon, who would have called that?
00:36:52.000 That short round is going to win an acting Oscar before Harrison Ford.
00:36:55.000 But in any case, he did give a quite wonderful speech last night.
00:36:59.000 My journey started on a boat.
00:37:02.000 I spent a year in a refugee camp.
00:37:04.000 And somehow, I ended up here on Hollywood's biggest stage.
00:37:13.000 They say stories like this only happen in the movies.
00:37:18.000 I cannot believe it's happening to me.
00:37:20.000 This, this is the American dream!
00:37:27.000 Yeah, that's quite wonderful.
00:37:28.000 That really is, like, a nice thing.
00:37:31.000 And I think that's why everybody was rooting for Kehek Kwan.
00:37:34.000 The other aspects of sort of the diversity picks were, for best actor, a straight white male won, but playing a gay white male, of course.
00:37:41.000 An overweight, morbidly obese gay white male, that'd be Brendan Fraser in The Whale, who won over Austin Butler, who probably gave the best performance of the year as Elvis, really kind of inhabited Elvis.
00:37:52.000 But Brendan Fraser won for The Whale.
00:37:55.000 Uh, Michelle Yeoh, one best actress.
00:37:58.000 She is very good and everything everywhere all at once.
00:38:00.000 The other person, but there's one person who just got...
00:38:03.000 Top Gun, I believe, did not win a single award.
00:38:05.000 Did Top Gun win anything last night?
00:38:05.000 Top Gun, it won Best Sound.
00:38:06.000 It won Best Sound.
00:38:06.000 I think a better performance in to Leslie, but doesn't matter because of course, diversity above all best supporting actress went to Jamie Lee Curtis, who's a big sweep, as I say for everything, everywhere, all at once, all the time.
00:38:16.000 Now the big shutout here, and it's worth noting here, the big shutout here is Top Gun.
00:38:20.000 So Top Gun, I believe did not win a single award.
00:38:22.000 Did Top Gun win anything last night?
00:38:24.000 Top Gun, it won best sound, it won best sound, which, okay, best sound.
00:38:29.000 It did not win best production design.
00:38:32.000 It did not win Best Film Editing.
00:38:33.000 It did not win... By the way, it certainly should have won Best Film Editing.
00:38:36.000 The notion that everything, everywhere, all at once won Best Film Editing is absurd.
00:38:39.000 Everything, everywhere, all at once needed to be edited with a chainsaw.
00:38:43.000 But Top Gun Maverick won Best... Did not win Best Film Editing.
00:38:46.000 It did not win even Best Visual Effects.
00:38:49.000 That went to Avatar the Way of Water.
00:38:52.000 This is a tactical mistake by Hollywood.
00:38:54.000 Because in five years, nobody's going to be watching everything everywhere all at once.
00:38:57.000 It's just not going to happen.
00:38:58.000 It's going to be a movie like Birdman or The Revenant.
00:39:01.000 You know, things were in the moment.
00:39:03.000 People like, oh, man, that's a great movie.
00:39:04.000 And then no one ever watches it again.
00:39:06.000 I know the critics fell in love with this movie.
00:39:09.000 Again, I think I know the reasons why, but it is not.
00:39:12.000 It's not.
00:39:12.000 Top Gun was clearly the phenomenon of the year.
00:39:15.000 The fact that there were so many people who were opposed to Top Gun was a quasi political statement.
00:39:21.000 It was sort of along the lines of this piece from MSNBC called Top Gun Maverick is the most insidious movie at the Oscars is from Zeeshan Aleem, who said that it is a it's insidious because it is very much in favor of the American war machine as a beacon of virtue and excitement.
00:39:39.000 It's a poisonous kind of nostalgia, one that smuggles love of endless war into a celebration of live action.
00:39:44.000 I think that that is one of the kind of subtle reasons the Top Gun had to lose, because it was just it was kind of too pro-America.
00:39:49.000 I wasn't allowed to win.
00:39:51.000 Speaking of people who are not pro-America, one of the people who spoke last night was a guy named Donnie Yen.
00:39:55.000 Donnie Yen is in John Wick 4.
00:39:57.000 I'm not sure why Donnie Yen was was speaking at the Oscars, but as it turns out, Donnie Yen also is a front person for the for the Chinese regime.
00:40:10.000 So according to NME. There's a petition that was actually set up against Donnie Yen doing this, set up by a Hong Kong activist who claimed the decision showed contempt for the people of Hong Kong and that Yen's presence would damage the image and reputation of the film industry. He had opposed the pro-democracy protests in Hong Kong in 2019. He called it a riot.
00:40:30.000 He is, he was known for starring in the Ip Man series, which is a kind of kung fu series. He was in Rogue One, he's in the 2020 live action remake of Mulan.
00:40:44.000 But he is, in fact, a frontman for Chinese positions at the Oscars.
00:40:47.000 Again, not particularly shocking that the Oscars was perfectly fine featuring all that.
00:40:52.000 Overall, however, pretty boring Oscars.
00:40:54.000 Jimmy Kimmel kind of hemmed it in.
00:40:56.000 He didn't get too political, which I think the Oscars needed to do.
00:40:59.000 It's not going to revive the Oscars.
00:41:00.000 The Oscars is still a flagging enterprise by the numbers.
00:41:03.000 It's still going down and down and down and down.
00:41:05.000 Again, the reason for that is because the big movies are the ones, the only two that really did like amazing business last year were Top Gun and Avatar, and neither of them really cleaned up at all.
00:41:14.000 Okay, meanwhile, insanity breaking out over at Stanford Law School.
00:41:19.000 So, according to the UK Daily Mail, a federal appeals judge appointed by Donald Trump has now demanded an apology from Stanford Law School after he was invited to speak.
00:41:25.000 His name is Judge Kyle Duncan.
00:41:26.000 He's on the Fifth Circuit Court of Appeals.
00:41:27.000 He was actually ambushed by an Associate Dean of Equity, Diversion, and Inclusion named Kyrian Steinbach during a discussion on Thursday night.
00:41:34.000 Steinbach is a former ACLU lawyer who had previously defended freedom of speech.
00:41:38.000 She initially claimed that Duncan had a right to express his views and then launched into a six-minute speech condemning his life work and condemning him in front of the students, which is just Perfect chef's kiss woke idiocy from Stanford.
00:41:52.000 One of the reasons all these colleges and universities are too expensive is because they spend hundreds of thousands of dollars per employee to create administrative positions that are just pure nonsense and garbage.
00:42:03.000 This lady is obviously a career useless person and here she is going at a judge.
00:42:08.000 So, you've invited me to speak here, and I'm being cackled non-stop, and I'm just asking for an administrator to sign the rules.
00:42:19.000 That's an abuse of power!
00:42:22.000 Your racism is showing!
00:42:25.000 If you want a marketplace of ideas, you have gotten what you wanted, take it.
00:42:30.000 Like, do you want an echo chamber?
00:42:31.000 but what's the issue?
00:42:32.000 Can I help?
00:42:33.000 I guess I have to hold their remarks.
00:42:37.000 They're not letting me in.
00:42:39.000 I want you to be able to take care of it.
00:42:41.000 Go ahead.
00:42:42.000 Yes.
00:42:43.000 Steinbach said, It's uncomfortable to say this to you as a person.
00:42:47.000 It's uncomfortable to say that for many people here, your work has caused harm.
00:42:50.000 I know that must be uncomfortable to hear.
00:42:52.000 It must be.
00:42:52.000 I'm also uncomfortable because many of the people in this room here, I have come to care for.
00:42:57.000 And then she started yelling about how he was tearing at the fabric of the community that I am here to support.
00:43:04.000 And she said, is the juice worth the squeeze?
00:43:07.000 For many of the people here, your work has caused harm.
00:43:09.000 In my role at this university, my job is to create a sense of belonging for all students.
00:43:13.000 That is hard and messy and not easy.
00:43:14.000 The answers are not black or white.
00:43:15.000 So he got lectured by the people who invited him.
00:43:18.000 Eventually, the Stanford president and the law school dean had to apologize to Duncan on behalf of their DEI dean.
00:43:24.000 It's an absurdity.
00:43:25.000 They put out statements and we write to apologize for the disruption of your recent speech at Stanford Law School.
00:43:30.000 Has already been communicated to our community.
00:43:31.000 What happened was inconsistent with our policies on free speech.
00:43:33.000 We're very sorry about the experience you had while visiting our campus.
00:43:36.000 It's not an experience that he had.
00:43:37.000 The reality is that this DEI administrator should lose her job for this.
00:43:42.000 Because it turns out that is not your job, is to berate invited speakers in front of the rest of the students.
00:43:47.000 But this is what it's come to at many of these universities.
00:43:50.000 Again, the goal of many of these administrators is not to actually perform their job.
00:43:54.000 It is to perform in favor of the woke students in order to maintain their job, because the woke students and they play an inside-outside game where then, if they get fired, the woke students protest and create all sorts of trouble at the university.
00:44:04.000 It's a great way of preserving your job, is to play this really stupid game by attacking the very people that you have invited.
00:44:11.000 Okay, meanwhile, the Biden administration continues to fail abroad on literally every front.
00:44:15.000 I mean, it's amazing how much they are failing on pretty much every front.
00:44:18.000 The only front you can say that this administration is not failing on right now is Ukraine, where they're basically just sort of holding the line, but not providing Ukraine enough assistance in order to actually win, but not providing enough assistance, not providing enough impetus for them to actually make a deal.
00:44:30.000 So it's kind of just inertia in Ukraine, essentially.
00:44:34.000 As always, Joe Biden leading from behind.
00:44:35.000 Meanwhile, situation over in Mexico continues to be absolutely egregious.
00:44:40.000 The Texas state government now says that Mexico is too dangerous for spring break, which of course is not a shock considering that people keep getting kidnapped after crossing the border.
00:44:47.000 I remember my wife and I were thinking of vacationing in Cancun about a year ago, and my security team was like, no, you're not going to Cancun.
00:44:52.000 Like they're going into hotels now and actually trying to trying to kidnap people.
00:44:57.000 Well, Senator Bob Menendez of the Democratic Party in New Jersey, he says that he is not even sure that he would declare the cartels terrorist organizations, which is sort of weird.
00:45:06.000 Would you vote to designate these cartels terrorist organizations?
00:45:09.000 Well, that has a certain designation.
00:45:11.000 We've saved that for truly terrorist organizations in the world.
00:45:16.000 Certainly, they are consequential to questions of national security.
00:45:21.000 I'm more interested in doing something that ultimately seeks to destroy the cartels.
00:45:30.000 So, you know, he's in favor of something that seeks to destroy the cartel, but I don't know what exactly he is talking about.
00:45:35.000 Meanwhile, he insists that the problem on our southern border is not Alejandro Mayorkas.
00:45:38.000 So, what is the problem, then?
00:45:40.000 What's your level of confidence in Secretary Mayorkas?
00:45:43.000 Well, look, this is not about Secretary Mayorkas.
00:45:45.000 It's about the administration.
00:45:48.000 The best part of the administration's immigration policy over the first two years is that they ended family detention, which proved to be a failure under both the Obama and Trump administrations as a way to deter individuals from coming.
00:46:07.000 It's so tiresome.
00:46:08.000 Guys, you're the ones in charge.
00:46:09.000 The border is yours now.
00:46:11.000 Do something about it.
00:46:12.000 Meanwhile, they're not going to.
00:46:13.000 Meanwhile, they're allowing China to just run roughshod over the rest of the world.
00:46:17.000 It's amazing to watch China expand its influence as its actual power decreases.
00:46:21.000 That is the sign of an incredibly weak administration.
00:46:23.000 China right now has amazingly serious demographic problems, amazingly serious military problems, incredibly serious financial problems.
00:46:30.000 And yet, they're expanding their footprint pretty much everywhere.
00:46:33.000 Xi Jinping, right now, according to the Wall Street Journal, has been moving definitively to end the reform and opening era.
00:46:41.000 While Deng built a collective leadership system to protect against one-man rule, gave private enterprise right a room to flourish, and marked a separation between the party and the government, Xi has done away with term limits, narrowed the scope of the private sector, and placed the party at the center of Chinese society.
00:46:53.000 And now, he has set in motion changes to further emphasize the party's leadership over all aspects of governance, according to the Wall Street Journal.
00:46:59.000 He paved the way for giving the party more direct control of the country's financial and technology sectors, and pledged to cut the staff of the central government by 5%.
00:47:07.000 Meanwhile, even as this is happening, China has built up its power in the South China Sea.
00:47:11.000 The Wall Street Journal reports that Beijing is becoming the dominant force in the South China Sea, through which trillions of dollars in trade passes each year, a position it has advanced step by step over the past decade.
00:47:22.000 With incremental moves that stay below the threshold of provoking conflict, China has gradually changed both the geography and the balance of power in the area.
00:47:29.000 Beijing now claims pretty much all of the South China Sea, even though it's ringed by Taiwan, other Southeast Asian nations, even though it is, in fact, the hub of transit for virtually A huge percentage of goods and services across the globe.
00:47:42.000 China has turned reefs into artificial islands, then into military bases with missiles, radar systems, and airstrips that are a problem for the U.S.
00:47:48.000 Navy.
00:47:48.000 It's built a large coast guard that, among other things, harasses offshore oil and gas operators of Southeast Asian nations and a fishing militia that swarms the rich fishing waters lingering for days.
00:47:56.000 The U.S.
00:47:57.000 missed the moment to actually do anything about it.
00:47:59.000 China continues to expand its power.
00:48:01.000 Meanwhile, China is expanding its power in the Middle East.
00:48:04.000 So as the Biden administration has taken an anti-Israel, anti-Saudi position, this has actually driven the Saudis into the arms of the Chinese.
00:48:10.000 So the Chinese came in to the Saudis, who have been, again, put on the ropes by the Biden administration, and they said to them, we love the Iranians, we are working with the Iranians, and we can see that you guys, you need to triangulate with regard to the Americans, because Joe Biden ain't helping you out, so why don't you come over here and sign an agreement with the very people who wish to destroy your entire government, the Iranians.
00:48:29.000 And the Saudis, seeking to play both sides of the table, Because they are an independent nation.
00:48:34.000 They were like, okay, I guess we'll sign something with Iran.
00:48:37.000 This obviously actually increases the possibility of conflict in the region.
00:48:40.000 One of the things that was hemming Iran in was an alliance of other nations, Arab and Jewish, in the entire area that was saying that Iran cannot expand beyond its borders or if it tries to develop a nuclear weapon, we're going to work together to stop it.
00:48:52.000 Now China is coming in and actually facilitating Iran's dreams.
00:48:56.000 By attempting to bribe the Saudis into going along with all this and pledging that it will play neutral arbiter between the Saudis and the Iranians.
00:49:02.000 Meanwhile, Joe Biden's just sitting there asleep.
00:49:04.000 According to the Wall Street Journal.
00:49:06.000 When Arab leaders met Xi Jinping at a regional summit in Riyadh last December, the Chinese head of state pitched an unprecedented idea, a high-level gathering of Gulf Arab monarchs and Iranian officials in Beijing in 2023.
00:49:16.000 People familiar with the plan said.
00:49:17.000 Days later, Tehran signed on as well.
00:49:19.000 By Friday, China had brokered a deal to restore relations between Iran and Saudi Arabia, which had gone seven years without ties.
00:49:25.000 The broader summit between Iran and the Six-Nation Gulf Cooperation Council, which hasn't previously been reported, is on track for later this year, according to those people.
00:49:32.000 Mr. Xi's diplomatic initiative shows Beijing sees a central role for itself As a new power broker in the Middle East, a strategic region where the U.S.
00:49:39.000 has been the most influential outside player for decades, no longer focused exclusively on energy and trade flows, China's foray into the region's politics signals a new chapter in competition between Beijing and Washington.
00:49:50.000 This again is going to actually increase the possibility of a serious war in the region because if the Abraham Accords were a guarantor against war because Iran couldn't go up against everybody combined, especially Israel using Saudi airspace, what happens exactly when the opposite occurs?
00:50:04.000 When China brokers some sort of cold rapprochement between Iran and Saudi Arabia and Israel is isolated again while Iran is developing nuclear weapons?
00:50:14.000 It's a real problem.
00:50:16.000 Apparently, the Netanyahu team is blaming the Biden administration for the deal.
00:50:20.000 According to anonymous officials, quote, there was a feeling of American and Israeli weakness.
00:50:24.000 So Saudi Arabia turned to other channels.
00:50:26.000 Now, again, is this going to change the underlying problem between Iran and Saudi Arabia?
00:50:29.000 Absolutely not.
00:50:30.000 But it does mean that China has been able to weigh in in a very powerful way in the Middle East.
00:50:35.000 That is to the detriment of America and America's allies.
00:50:37.000 And Joe Biden is asleep at the switch, as per our usual arrangement.
00:50:41.000 Let's do some things I like and then we'll do some things that I hate.
00:50:44.000 So, things I like today.
00:50:47.000 So, there is a woman who starred in Stranger Things, I believe it was in the first season.
00:50:54.000 Her name is Grace Vandian.
00:50:56.000 And Grace Vandian, she's now a Twitch streamer.
00:50:59.000 And she was asked why she had turned down acting projects in the recent past.
00:51:02.000 Because obviously she's a good actress, she's a beautiful woman.
00:51:05.000 And she said, because I don't feel like being sexually abused by directors.
00:51:09.000 Good for her.
00:51:11.000 Turning down acting projects and deciding to stream more.
00:51:15.000 But the fact of the matter is, the last few projects I've worked on, I didn't have the best experiences.
00:51:25.000 One of the last movies I did, one of the producers asked me to Like, he hired a girl that he was sleeping with, and then he had her ask me to have a threesome with them.
00:51:39.000 So, like, that's my boss.
00:51:44.000 Good for her.
00:51:45.000 Good for her for saying, I don't wish to work for people like this.
00:51:48.000 And increasingly, I hope you'll see this in Hollywood, because as it turns out, that as Hollywood loses its luster, people are going to have additional choices and they're gonna be able to make smaller films and get into the sort of stuff they want to get into without having to deal with predatory Hollywood directors.
00:52:00.000 Who use the casting couch in order to get what they want.
00:52:04.000 Again, the notion that Me Too started in Hollywood and that Hollywood then became the sort of tip of the spear in terms of fighting Me Too is always bullcrap.
00:52:11.000 And they went right back to doing what it is that they do.
00:52:13.000 Okay, time for some things that I hate.
00:52:15.000 Boy is the patriarchy clever.
00:52:23.000 I mean, the patriarchy is so clever.
00:52:25.000 So clever.
00:52:25.000 So somehow the patriarchy in Germany has convinced women that in order for them to achieve full equality with men, they have to show their boobs.
00:52:32.000 So, big win for the gentlemen.
00:52:34.000 According to CNN, women in Berlin can now swim topless in the city's public pools if they choose to, just as men can.
00:52:41.000 As well as being hailed as a step forward for gender equality in the German capital, the measure introduced this week is symptomatic of Germany's love for Freikörperkultur.
00:52:50.000 Literally translated as free body culture, which has its roots in the late 19th century, Berlin's authorities took action after a female swimmer said she was prevented from attending one of the city's pools without covering her chest in December 2022.
00:52:59.000 The woman then lodged a complaint with the city ombudsman at the Senate Department for Justice, Diversity and Anti-Discrimination.
00:53:06.000 The authorities agreed that the woman had been a victim of discrimination and said all visitors to Berlin's pools, including women and those who identify as non-binary, are now permitted to show their tits.
00:53:16.000 It follows a similar incident at a Berlin water park in the summer of 2021.
00:53:19.000 French woman Gabrielle Labreton sought financial compensation from the city after security guards ordered her to leave the premise when she refused to cover up her breasts.
00:53:26.000 She was with her five-year-old son when the incident happened.
00:53:28.000 That kid's gonna grow up healthy and happy, I think.
00:53:30.000 Speaking to German newspaper Die Zelt at the time about why she believed it was gender discrimination, said, for me, and I teach this to my son, there is no difference for both men and women.
00:53:38.000 The breast is a secondary sexual characteristic, but men have the freedom to remove their clothes when it is hot and women do not.
00:53:43.000 Uh, no, actually.
00:53:46.000 Men's chests are not considered generally a secondary sexual characteristic.
00:53:51.000 Excited to see Germany really embracing full-on androgyny.
00:53:55.000 Of course, that is not going to, um, it's not about androgyny.
00:54:00.000 Teenage boys everywhere in Germany are very excited today.
00:54:03.000 The patriarchy is, again, incredibly, incredibly clever.
00:54:06.000 Great job, everyone.
00:54:08.000 Great job.
00:54:10.000 And meanwhile, speaking of people who have clevered themselves out of existence, Seth Rogen says that he is very happy not to have kids.
00:54:17.000 In this particular case, I will agree with him.
00:54:18.000 He said in a recent interview that he and his wife are very excited that they don't have children.
00:54:24.000 You referenced earlier you don't have any kids.
00:54:26.000 I do not.
00:54:27.000 That has helped me succeed as well.
00:54:31.000 Definitely.
00:54:32.000 Oh, yeah.
00:54:34.000 There's a whole huge thing I'm not doing.
00:54:38.000 Which is raising children.
00:54:42.000 People, obviously, someone will be listening.
00:54:43.000 Yeah, but it'll make you happier.
00:54:45.000 You know, someone might say that.
00:54:46.000 I'm trying to rebuttal.
00:54:48.000 I don't think it would.
00:54:49.000 Some people want kids.
00:54:50.000 Some people don't want kids.
00:54:50.000 I think a lot of people have kids before they even think about it.
00:54:53.000 From what I've seen, honestly, you just are told.
00:54:56.000 You go through life, you get married, you have kids.
00:54:58.000 It's what happens.
00:54:59.000 And me and my wife, we're just, neither of us were like that, you know?
00:55:02.000 And honestly, the older we get, the more happy and reaffirmed we are with our choice to not have kids.
00:55:12.000 Okay, so two things.
00:55:13.000 One, I'm fine with this idiot not having kids.
00:55:16.000 Totally cool.
00:55:17.000 That's fine.
00:55:18.000 Certain people?
00:55:19.000 Alright.
00:55:21.000 Second thing, the reason that you have kids is not for personal happiness.
00:55:26.000 We've built our entire civilization around the idea that everything you do is supposed to be about your personal happiness.
00:55:31.000 Guess what?
00:55:31.000 It isn't.
00:55:33.000 Whatever gives you happiness is only one component of what your life is supposed to be.
00:55:37.000 We do things every day that don't give us happiness, that give us a meaning of fulfillment and purpose, but don't give us happiness.
00:55:44.000 The happiest path, generally, is to be incredibly narcissistic and to do what you want every day, all day, and then let the consequences fall where they may.
00:55:54.000 This makes you a selfish and bad person.
00:55:56.000 Also, it's not a path to actual happiness.
00:55:58.000 It's a path to temporary pleasure.
00:55:59.000 It's not a path to actual happiness.
00:56:02.000 It turns out that this is what happens in a society that says that human beings have no actual telos.
00:56:06.000 They have no actual purpose.
00:56:08.000 They have no actual meaning.
00:56:09.000 Whatever floats your boat is the order of the day.
00:56:11.000 Whatever floats your boat is not a situation that society can sustain.
00:56:14.000 That's what we've been experiencing in Western civilization over the course of time.
00:56:17.000 So, Seth Rogen can do exactly what he pleases.
00:56:19.000 It's a free society, but a free society without the basis of any moral duty.
00:56:23.000 Does not, is not meant to last long on this earth.
00:56:27.000 Alrighty guys, the rest of the show is continuing right now.
00:56:28.000 You're not going to want to miss it.
00:56:29.000 We'll be getting to Anthony Fauci protesting.
00:56:31.000 No one will ever, what could he be prosecuted for?
00:56:34.000 Plus, we'll get into the mailbag.
00:56:35.000 You have to be a subscriber, however, if you wish to have your question answered.
00:56:39.000 So, if you're not a member, become a member.
00:56:40.000 Use code Shapiro at checkout for two months free on all annual plans.