The Podcast of the Lotus Eaters - October 22, 2026


PREVIEW LIVE: Realpolitik #69 | The Israeli Elections

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Breakfast With Beau | Wednesday 21st October 2026

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20 minutes

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131.0

Word count

2,677

Sentence count

110

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4

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Hate speech

28

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Transcript

Transcript generated with Whisper (turbo).
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00:00:00.240 Hello, welcome to another episode of RealPolitik. I am your host, Firas Moadad, and today we're
00:00:06.620 going to be talking about something easy, light-hearted, simple, the Israeli elections.
00:00:13.820 And I don't know how to frame this exactly, because when you look at Israeli elections,
00:00:21.260 it is quite an incredible mess. You have an electoral system that allows any party with,
00:00:27.660 I think more than 5% of the vote to get representation in the Knesset.
00:00:32.040 You have around, well exactly, 120 seats in the Knesset.
00:00:38.860 And the game is who can build a functioning block in this proportional representation system
00:00:45.940 that allows them to reach 61 seats and to therefore govern with a stable majority.
00:00:53.240 And over the last few decades, Israeli politics has been dominated by Benjamin Netanyahu.
00:00:58.620 Netanyahu is a bit of a secular right-winger in the Israeli context and will go over the
00:01:06.160 different kinds of parties and what they represent. But what's unique about him is his
00:01:11.500 sheer political genius. Because when you look at a lot of the rival parties to Benjamin Netanyahu,
00:01:18.280 what distinguishes them is that they are led by people who had at some point been very closely
00:01:24.360 affiliated with him, who he had then proceeded to stab in the back, and who have now vowed never to
00:01:30.920 work with him again. And the latest candidate for the Netanyahu treatment is one Gadier Eisenkot. 0.50
00:01:36.700 We will get to a profile of him in a few minutes. But I think where I want to start this
00:01:43.760 is by going through some of the polling for the Israeli elections and explaining who the different
00:01:50.320 parties are and what their various issues and their commitments to their voters actually look
00:01:58.560 like. And Wikipedia has been extremely helpful with this table of Israeli political parties
00:02:05.880 and where they stand in the polls and what is expected. And I have to say that just five minutes
00:02:15.480 before going live, there was a bit of a substantial change because one of the parties that had
00:02:21.720 had some hopes of being in the election ended up pulling out. But I don't think this changes
00:02:27.360 the polling very much because they were barely at 1%. Now, the contenders. On the one side,
00:02:35.960 there is the Netanyahu coalition. And what characterizes this coalition is that it is
00:02:41.580 the secular Likud party, nominally secular, although with a bunch of pretty religious Jews
00:02:47.520 involved in it. These guys are through and through expansionists. And the claim to fame 0.89
00:02:55.620 that they've always had was that the mainstream political party of Israel, from the founding of
00:03:03.240 the state in 1948 all the way through to the 80s, the Labour Party, was too soft. And Netanyahu
00:03:11.540 became more prominent as a result of his opposition to Labour after they signed a peace accord with
00:03:18.840 the Palestinians, which in theory would have given the Palestinians a state over the West Bank and
00:03:25.820 over Gaza, the so-called two-state solution, which would have been a way, according to the signatory
00:03:32.720 of that agreement, the Oslo Peace Accords, Ishak Rabin, which would have been a way to basically 0.57
00:03:40.140 separate the two populations, put the Palestinians in a quasi-state that would be disarmed, that would
00:03:48.900 be heavily under Israeli influence, and that would give the two sides security and end the war between
00:03:55.600 them, paving the way for normal relations between Israel and the other Arab states. So this is Likud.
00:04:03.720 Their whole shtick is that actually we don't want any kind of peace agreement with the Palestinians, 0.86
00:04:10.140 we don't want to tolerate a Palestinian state. Rather, what should happen is that Likud should
00:04:17.020 lead a national coalition with religious Jewish parties in Israel in order to slowly expel the 0.97
00:04:25.240 Palestinians. That's the thinking behind it. And so Netanyahu has been in a coalition leading Likud 0.99
00:04:32.800 with a party called Religious Zionism,
00:04:37.140 which is expected to win between five and seven seats.
00:04:44.860 Otsma Yehudit literally translates as Jewish power.
00:04:50.140 These two parties together represent the interests of the settlers.
00:04:53.900 The settlers are maybe 700,000 in total,
00:05:00.460 including the West Bank and East Jerusalem.
00:05:02.800 and come out of a Jewish population of seven to eight million, so almost 10 percent of the
00:05:08.080 population, which means in practical terms that if there was going to be a peace treaty between
00:05:14.140 the Palestinians and the Israelis, these people would have to leave their homes and move into
00:05:20.840 Israel, which is never going to happen. A state will never give up territory on which 10 percent
00:05:27.300 of its population lives just to get a peace treaty with its enemies, especially because nobody
00:05:32.380 believes that this would end the conflict between the israelis and the palestinians
00:05:36.540 the palestinians want more or less a full recovery of the territory
00:05:44.220 of the state of israel as established in 1948 they want to kick out the israelis the jews completely 0.96
00:05:50.940 and the response from the israelis is well actually we want the whole thing
00:05:56.620 as well basically it's two sides saying i'm going to kick you out into
00:06:01.260 the wider world and the other side saying no no I'm going to kick you out into the wider world.
00:06:06.060 It is an irreconcilable conflict by definition. So Netanyahu builds this coalition or has this
00:06:12.060 coalition with the religious Zionists and Otzma Yehudit. These are 0.85
00:06:19.980 different from the ultra-Orthodox which I will explain in a moment and with the
00:06:25.420 Shas and United Torah Judaism, which are basically the parties of the ultra-Orthodox who refuse to
00:06:36.240 serve in the Israeli military and who insist that the state should subsidize them while they study
00:06:44.060 the Torah. And these guys are around, like the ultra-Orthodox in Israel, are around 1.4 million
00:06:51.600 people. And so that's a pretty substantial share of the population, and everybody resents them 1.00
00:06:58.360 because they get an enormous amount in benefits, and they don't have to do the three-year military
00:07:04.720 service that is mandatory for men or the two-year military service that is mandatory for women.
00:07:10.980 The way that Israel functions is as a garrison state. It has to keep on fighting in order to 0.91
00:07:18.140 That part is absolutely true. The minute they stop fighting, they will be completely relieved of any political power in a best-case scenario and massacred in a worst-case scenario. This is something that we have to be honest about.
00:07:36.760 So this coalition that Netanyahu leads involves these parties.
00:07:44.520 And the problem for the opposition to Netanyahu is not the strength of his coalition.
00:07:53.500 It's that there's another chunk in Israel that the opposition also cannot work with.
00:08:02.140 I'll explain.
00:08:02.980 Current polling suggests that this leftist Arab party, the United Arab List, and the
00:08:14.620 Joint List, which includes Arabs and some Jewish representation, as well as the Labour
00:08:23.440 Party, which has now rebranded as the Democrats and become increasingly leftist, I would say,
00:08:32.800 These together can account for something between 18 to 20, 25 votes, depending on the polls.
00:08:44.320 There's a long list of polls in Israel.
00:08:47.860 The precise numbers aren't important.
00:08:50.260 But what this means is that as you are trying to reach 61 seats, if you're the leader of
00:08:55.920 the opposition trying to unseat Netanyahu, you've got this big chunk of seats that are
00:09:01.360 not available to you because if you ally with them the resulting coalition will be so fragmented
00:09:10.960 that it can survive and it would be rejected by the majority of the israeli public
00:09:16.720 who over the years has increasingly hardened and become much more right-wing compared to what it
00:09:23.200 was, say, in the 1980s. In the 1980s, one of the, or the, shall we call him the intellectual father
00:09:31.920 behind a party like Otsma Yahudit, Jewish power, this was a guy by the name of Meir Kahane,
00:09:39.560 born in the United States, a New Yorker, immigrated to Israel, founded a party,
00:09:45.720 won a single seat in the Knesset in the 1980s. Whenever he spoke in the Knesset,
00:09:52.300 even when the Knesset had a right-wing majority, most members of the Knesset would just boycott
00:09:57.900 the session and would just leave rather than listen to him because he was seen as too far right.
00:10:05.900 One of his acolytes, a man by the name of Baruch Goldstein, went to Hebron in the West Bank here,
00:10:13.740 and there is a site there which is the cave of the patriarchs which where Abraham and Isaac and
00:10:25.100 Jacob are supposedly buried. He goes there and he opens fire, kills 29 people, enters hundreds more
00:10:32.980 and the leader of Otsma Yahudit had a photograph of that man in his living room for years and years
00:10:43.960 and years, only took it down when he ran for elections. And now that man, Itamar Ben-Gvir,
00:10:52.380 leads a block of, I think, 10, 12 members of the Knesset and sits as the Israeli security minister.
00:11:02.980 So Israeli politics has fundamentally changed and it's gone much further to the right.
00:11:07.560 And as the number of settlers in the West Bank has increased, as a proportion of the population, their representation in the Knesset has increased.
00:11:19.540 Historically, Israeli cabinets always included some representatives of religious Zionists, the parties who want to expand settlement in the West Bank.
00:11:29.140 But their influence has never been stronger than it has been in the last few years.
00:11:34.920 So there is this bloc in the Israeli Knesset, might be in the next election, something between 12 and 15 members of the Knesset. 0.82
00:11:46.220 These guys will only partner with someone who wants to keep on expanding the settlements.
00:11:51.320 And if you're partnered with them, well, then you might as well partner with Likud. 0.68
00:11:55.780 you might as well partner with Likud.
00:11:59.360 So let's briefly re-summarize this.
00:12:02.840 You've got a block of Arabs that are going to be maybe 10, 13 members of the Knesset. 1.00
00:12:12.160 Nobody can work with them. 1.00
00:12:13.600 If you work with them, your cabinet collapses because everybody sees you as a traitor.
00:12:18.900 You've got a block of maybe 8 to 10 on the far left.
00:12:24.040 Nobody can work with them.
00:12:25.420 because that is not the public mood in Israel in any shape or form,
00:12:30.040 even though they have some political representation.
00:12:33.540 And that kind of leaves you with a very narrow pool of parties
00:12:38.500 from which you can build up a partnership.
00:12:42.620 So this election right now is largely between Benjamin Netanyahu on the one side,
00:12:47.580 leading this coalition, and Gadi Eisenkott on the other side.
00:12:53.620 Now, Gadi Eisenkot is an interesting figure.
00:12:59.620 He used to serve in the Golani Brigade.
00:13:03.620 This is an elite special forces unit that is always the tip of the spear in Israeli military campaigns.
00:13:10.620 Then he gets promoted.
00:13:12.620 He gains some experience in government, being the military secretary of the prime minister at the time, Ehud Barak.
00:13:20.620 Ehud Barak of Epstein notoriety, of course, gets promoted to chief of staff of the military
00:13:29.220 and, you know, becomes the most important military figure in the IDF.
00:13:35.860 In this position, he ends up taking the responsibility, or sorry, previous to that,
00:13:44.940 in his capacity of chief of staff of the maybe army I think in 2006
00:13:52.620 he as head of northern command sorry he ends up overseeing the Dahi doctrine the Dahi doctrine
00:14:03.340 is an Israeli military strategy that says that when faced by when faced with an attack
00:14:11.020 by one of the militant groups, the correct reaction is to absolutely obliterate the civilian areas of
00:14:18.700 the enemy in order to create deterrence. Like the strategy is just going to go around murdering a
00:14:25.900 bunch of civilians and blowing up everybody's homes. That's it. And this is an old strategy 0.98
00:14:32.380 within the IDF. He perfected it, he perfected it, but he's not the first one to think about it.
00:14:47.300 In the 1993 Israel-Lebanon war, the Israeli strategy was explicitly, we're going to destroy 0.63
00:14:53.120 a bunch of villages and create a humanitarian crisis. In the 1996 Israel-Lebanon war,
00:14:58.900 the strategy was we're going to destroy more villages and create an even bigger humanitarian
00:15:03.480 crisis and also besiege the ports of Lebanon to create starvation. So this isn't new, but being a
00:15:15.000 creature of the establishment, everything that Eisenkot came up with under the Dahi doctrine 0.64
00:15:20.240 was basically to just bomb them harder, this time they'll learn. No room for politics. And in a way,
00:15:28.900 Honestly, it's not that I fully blame him.
00:15:36.340 It's that there isn't a political solution to the Israeli-Palestinian conflict. 0.63
00:15:41.160 It's just an endless war. 0.69
00:15:44.520 Neither side wants to compromise with the other,
00:15:48.000 and so you use whatever military means at your disposal to hurt the other side and crush them.
00:15:54.060 um on on a on a deep level i understand it i understand it i i get where they're coming from
00:16:02.220 doesn't mean that i approve doesn't mean that i support it doesn't mean that i think that it's
00:16:05.760 moral i just see it as sort of pre-christian warfare you just erase the other side and
00:16:13.180 that's all you can do about it um so yeah fair enough this is who he is um decorated military
00:16:22.580 officer, but he's stuck. He's stuck because he will have to either rejoin the Netanyahu coalition
00:16:32.900 in one way or the other, or join a bunch of smaller parties with a very unstable majority. 0.71
00:16:40.900 Because this set of seats that is held by the left and that is held by the Arabs
00:16:47.300 isn't really available to him, and he has to find one way or another to get two 61 seats to govern. 0.83
00:16:58.660 That's the issue here. Now let's profile some of the other parties that are involved here.
00:17:08.020 The third most important party is the Together Party. Together Party is led by two characters,
00:17:15.620 Naftali Bennett and Yair Lapid. Both of them, along with the religious Zionists, 0.99
00:17:24.100 are fully in favor of expanding Israeli settlements all over the West Bank. 0.98
00:17:29.700 Their only promise really is to try to reform the Israeli economy to some extent in the hope
00:17:38.420 of improving living standards with things like breaking up monopolies that are in Israel,
00:17:44.100 weakening the financial and economic elites that are in israel a little bit more spending on on
00:17:51.300 on people outside of the orthodox parties things like that they don't have much of a policy
00:18:01.120 their grievance is we tried working with netanyahu and ended up being part of his government
00:18:06.720 and he failed us. And Naftali Bennett, his main policy change really happened in the West Bank
00:18:17.340 itself. There had been a plan since the 1980s in Israel to fully connect the West Bank settlements
00:18:26.080 to each other with a bunch of roads that would only be available to the settlers themselves.
00:18:32.420 What you see in front of you on the screen is a map of the West Bank, the red circles
00:18:38.240 are the Israeli settlements.
00:18:41.040 And Bennett ends up implementing that plan and connecting the various Israeli settlements
00:18:46.240 in the West Bank with a bunch of exclusive roads that would only be available to Israelis,
00:18:52.280 that would be forbidden to the Palestinians, and that would then serve to isolate the different
00:18:58.740 Palestinian communities in the West Bank and prevent them from any kind of organized resistance
00:19:06.200 against the Israelis. And behind that idea is that first, you connect the West Bank settlements
00:19:17.900 to each other. Second, you establish security systems that isolate each Palestinian settlement 0.98
00:19:28.960 or each cluster of Palestinian settlements from one another. Third, which is what is happening
00:19:35.380 right now in Israel, you expand the number of settlements to take over every single hill in
00:19:40.920 the West Bank. And last, you kick the Palestinians out. You run a repeat of Gaza and of the 1993 and 0.98
00:19:50.460 1996 wars in Lebanon, and you blow up as much civilian property as you possibly can to force 0.97
00:19:59.560 the Palestinians out of the state. This is the grand vision. And Bennett was very effective 1.00
00:20:07.560 in securing the financing to build those roads
00:20:11.400 to permit that plan to go towards step three,
00:20:15.760 which is the expansion of the settlements
00:20:17.920 that has been happening under the current Netanyahu government,
00:20:21.620 and then hopefully for him, step four, 1.00
00:20:24.660 which is the expulsion of the Palestinians. 0.96