The Tucker Carlson Show - August 24, 2026


WAR UPDATE: Harvard Professor on Iran, Russia, China, and Trump’s Dangerous Moves in the Middle East


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Length

1 hour and 44 minutes

Words per minute

165.59

Word count

17,304

Sentence count

1,030

Harmful content

Toxicity

6

sentences flagged

Hate speech

135

sentences flagged


Transcript

Transcript generated with Whisper (turbo).
Toxicity classifications generated with s-nlp/roberta_toxicity_classifier .
Hate speech classifications generated with facebook/roberta-hate-speech-dynabench-r4-target .
00:00:00.000 first of all thanks so much for doing this nice to be here so let's start at the end
00:00:07.660 the anticipated end when and if the united states resolves its role in these two wars
00:00:13.580 against russia and against iran what does the world look like do you think i think it looks
00:00:19.400 like a substantially more dangerous world actually than we've seen for say most of
00:00:25.140 after the wars yeah after the wars well it's going to leave the world in a in a i think a
00:00:29.720 more precarious condition, and for sort of larger, more enduring reasons than just these
00:00:35.240 conflicts. I mean, the relationship with Russia is not going to improve for a while, even if the
00:00:40.260 war formally comes to an end. There's lots of suspiciousness on both sides now, so that's
00:00:45.660 going to be a problem. China is going to continue to improve its military power. It's going to
00:00:52.400 continue to grow economically. It's going to continue to challenge the United States and
00:00:57.320 others for influence around the world. So that's going to be a source of tension.
00:01:02.020 We have, I think, in the world today, you're seeing other powers, lesser powers being more
00:01:08.000 active and not always constructively. Think of the role that the UAE has played in the civil war
00:01:13.860 in Sudan. So they're involved in fueling conflicts in a variety of other places. So you're going to
00:01:22.420 see a tripolar world, Russia, China, the United States as the three main powers, with some
00:01:29.060 unresolved tensions among them, continued, I think, concerns about what's going on in Asia and what
00:01:36.060 China's ambitions might be there, and in a situation where no one really trusts America's
00:01:44.460 judgment anymore. And that's, I think, an artifact of the war, especially the war in Iran. Let me
00:01:51.620 point to one other thing that I think people sometimes forget about, and that's what we've
00:01:56.360 seen, I think, a pretty dramatic erosion in the normative environment surrounding the use of
00:02:04.200 force. And I'm a good realist, so I don't think norms in international law are everything, but
00:02:11.900 they're not irrelevant. So, one of the things we've seen is essentially a collapse of the norm
00:02:19.300 against assassination. You know, for a long time in world history, governments didn't try to
00:02:25.180 assassinate each other. Leaders of other countries didn't try and kill each other in conflicts. This
00:02:31.680 was a common practice 500 years ago, and it gradually fell from favor and a norm emerged
00:02:37.740 against it. You can understand why. It was in everybody's self-interest, if you were a king,
00:02:42.780 if you were a prime minister, not to be trying to kill each other. Moreover, great powers like this
00:02:48.220 norm because it meant that conflicts would be decided on the battlefield where they had all
00:02:53.040 the soldiers and all the wealth and could win. Assassination is a tool of weaker powers.
00:02:59.600 Asymmetrical, of course. 0.93
00:03:00.760 Right. And beginning at the end of World War II, when the Allies began to hold leaders
00:03:07.620 accountable, Nuremberg trials, the Tokyo War crimes trials, this idea that what you did as
00:03:13.200 a statesman was sort of separate, began to erode. Once that began to erode, then going after a
00:03:22.720 leader, going after Muammar Gaddafi, going after Saddam Hussein, begins to look morally preferable. 0.51
00:03:28.820 Why not just take out this troublesome leader as opposed to... 0.74
00:03:32.340 Spare the population.
00:03:33.060 Yeah, spare the population. You could make this argument. Of course, this is a very dangerous
00:03:37.080 road to go down because now it's becoming a much more common practice. Look at what the United
00:03:43.460 States and Israel do at the beginning of the Iran war. They take out all of Iran's senior leaders.
00:03:50.160 There's at least two problems here. First of all, you don't know who's going to replace them.
00:03:53.660 Of course, we're now having trouble with a more hardline faction in Iran. It also erodes any
00:04:00.320 possibility of trust. I mean, how can you sit down and negotiate a peace agreement with a regime
00:04:06.240 that has killed your senior leaders and might do something again subsequently.
00:04:12.240 And then finally, as that norm begins to erode, others are going to use it too.
00:04:17.380 Others will start using similar tactics and leaders, including American presidents,
00:04:22.360 are going to have to worry much more about this than they did necessarily in the past.
00:04:28.040 All right, you put all of those things together.
00:04:30.640 Continued great power competition, eroding norms against the use of violence in a variety of different ways.
00:04:38.140 I think you end up with a much more dangerous world.
00:04:40.900 I think, unfortunately, the world agrees with that.
00:04:43.320 Because if you look at the last 20 years or so, in constant dollars, defense expenditures have basically doubled in the world over the last 20 years.
00:04:53.180 Not just in the U.S.?
00:04:54.520 Not just in the United States.
00:04:56.020 You see this happening in Asia.
00:04:57.540 You see this happening in Europe.
00:04:59.660 now, belatedly, but finally happening. And I think that's all evidence that around the world,
00:05:06.580 people anticipate a much less secure environment than the one we've had.
00:05:11.020 Not what we were promised. We were promised by certain factions in American politics,
00:05:16.880 peace based on global trade. Globalizing the economy was supposed to guarantee stability
00:05:22.860 because you don't go to war with your trading partners. That's what they told us.
00:05:25.720 Right. And I should have mentioned that. I mean, the other thing that's happening is we're seeing the onset of not an end to global trade, not even a complete end to globalization, but certainly a retreat back from it.
00:05:36.900 Raising of trade barriers, increased protectionism, particularly in high technology, things like that.
00:05:43.320 And I don't think that's going to go away anytime soon.
00:05:46.480 You're going to see a much more competitive economic environment and what has been called weaponized interdependence, people trying to gain political advantage by using others' vulnerabilities or others' dependents.
00:06:02.520 the way the United States has weaponized the role of the dollar in the international financial system, 0.66
00:06:07.460 imposing sanctions, the way Iran has weaponized everyone's dependence on the Strait of Hormuz
00:06:14.100 to advance political agendas. 0.95
00:06:16.840 So all of that's going to contribute to this.
00:06:19.240 But can we put those cliches to bed that democracies don't go to war against their neighbors,
00:06:25.420 that trading partners don't have wars?
00:06:27.640 Like, that's just not, none of that's true.
00:06:29.000 Well, you want to be careful here.
00:06:30.860 There is some evidence that democracies are less likely to fight each other.
00:06:37.880 It's soft evidence.
00:06:40.000 I wouldn't want to base my entire foreign policy around that assumption.
00:06:44.200 You don't want to completely throw it out.
00:06:47.000 And secondly, again, big macro studies will show you that, in fact, high levels of economic interdependence do make international conflict between the partners less likely.
00:06:58.620 That is, there's a statistical relationship there.
00:07:02.100 It is not, however, an absolute guarantee.
00:07:04.700 The fact that you have an extensive economic relationship with someone doesn't mean you won't fight them.
00:07:09.560 It just makes it somewhat less likely.
00:07:12.800 Also, you can make the reverse argument arguably even more powerfully.
00:07:18.040 It's not so much that interdependence causes peace.
00:07:21.200 It's rather that peace causes interdependence.
00:07:23.500 Yes, exactly.
00:07:24.340 When you have a stable political environment.
00:07:26.500 Thank you for saying that.
00:07:27.440 No, we have a stable political environment.
00:07:29.560 People don't think war is very likely.
00:07:31.600 That's right.
00:07:31.920 Then they're willing to trade with someone else much more readily.
00:07:34.520 They're willing to invest in a foreign economy without worrying that somehow that's going to get nationalized or seized because a conflict emerges.
00:07:42.940 And once people begin to see that conflict is likely, and I'm talking of investors here, they quite naturally begin to pull back.
00:07:51.300 And governments encourage them to pull back because they're worried about what the balance of power is going to be, etc.
00:07:56.220 So the optimism of the, say, early 1990s that we're going to head into this wonderful, you know, Fukuyama and Friedman-esque world of globalization, peace and harmony, there was a grain of truth in that.
00:08:11.200 If the world had remained peaceful and tranquil, then interdependence looks more attractive.
00:08:17.900 But once the world starts to look more dangerous, people begin to worry more about security than they do about wealth.
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00:09:32.020 Why have American policymakers been unwilling
00:09:35.920 to be realistic about the rise of China?
00:09:39.620 It seems like everything in the last 20 years,
00:09:41.880 the subtext of a lot of it is like a total unwillingness
00:09:45.660 to deal with the fact that we're not in charge of everything
00:09:48.400 because China has this enormous economy.
00:09:50.900 Yeah, I think there's a lot of factors
00:09:53.320 that went into this.
00:09:54.320 I mean, first, there was a certain degree
00:09:56.040 of just general American hubris,
00:09:58.000 particularly post-Cold War.
00:09:59.700 We've won the Cold War.
00:10:02.280 We have the magic formula. 0.65
00:10:04.640 We have the model for how you organize a modern society.
00:10:07.520 It's got to be a market-based economy.
00:10:10.260 It's got to be based on rule of law.
00:10:12.400 It's got to be opened to trading with others.
00:10:15.280 That's the modern world.
00:10:16.540 And this is what you get when you read Frank Fukuyama,
00:10:20.600 who is, in my view, a fine scholar,
00:10:22.700 but was wrong about that, and some others in the 1990s.
00:10:26.100 That's what we generally believed, and it was bipartisan.
00:10:29.580 Republicans and Democrats largely all subscribed to this idea.
00:10:33.920 And a key part of that was because we had found the magic formula, this was the answer.
00:10:39.100 China had finally embraced markets and would inevitably become democratic
00:10:43.440 because its citizens would get wealthier, it would be a middle class,
00:10:47.440 that middle class would want freedom and political rights,
00:10:49.860 and it would insist upon being able to express itself,
00:10:53.120 et cetera, et cetera, et cetera.
00:10:54.600 You can tell yourself a pretty good story
00:10:56.300 for how this is all going to work out.
00:10:58.140 And then once China's a liberal democracy
00:11:00.320 and all engaged with everyone
00:11:01.960 and a member of all these international institutions
00:11:04.460 like the World Trade Organization,
00:11:06.160 we're going to have not a perfect world,
00:11:08.500 but the best world we've ever had.
00:11:10.720 Again, nice story.
00:11:12.120 And there was a coherent logic to it.
00:11:14.920 It turned out to be wrong.
00:11:16.600 The Chinese Communist Party was not about to liberalize.
00:11:19.280 They put a premium on political control and had lots of ways of doing it. 0.92
00:11:24.860 And we were too eager and too hasty to bring them into all of these institutions, to engage them and help them grow.
00:11:34.300 So one factor was just hubris on our part and overconfidence that we really had the answer and they would inevitably adopt our system or something like our system.
00:11:45.580 Second part was, of course, the short term interests of American corporations.
00:11:49.280 who could make lots of money by shifting production to China
00:11:53.840 and were, in my view, so eager to do that
00:11:56.600 that they were willing to accept terms that they probably shouldn't have
00:12:00.780 about technology sharing, about letting the Chinese
00:12:03.820 basically learn to do what we had learned to do. 0.87
00:12:08.460 And I should be clear here, I don't think the United States
00:12:10.840 should have tried to strangle Chinese economic development. 0.99
00:12:14.440 We shouldn't have tried to encourage it as much, 1.00
00:12:17.540 but that would have had costs for us. We all benefited from embracing China the way we did. 0.53
00:12:24.020 You and I got cheaper goods than we would have had otherwise. Some Americans, a minority of 0.86
00:12:29.800 Americans, were really badly hurt by this, the so-called China shock. So there were industries,
00:12:34.520 there were communities that were decimated. But the vast majority of Americans ultimately
00:12:38.480 benefited economically. What all those Americans, including you and me, forgot was that this was
00:12:45.480 also going to ultimately begin to shift the balance of economic power in ways that were
00:12:50.460 more beneficial to China than they ultimately were to us, and that was going to have consequences
00:12:56.520 down the road. China was going to grow. Once China embraced markets, once China got rid of Maoism
00:13:02.480 and got serious about Rio Grande, they were going to catch up, but it would have been better for
00:13:07.660 us, and I think probably better for everyone if it had happened, or at least for most of us,
00:13:12.080 if this had happened more slowly,
00:13:14.200 more gradually than it did.
00:13:16.400 But once it happened,
00:13:18.400 and you look up in China as a bigger, 0.58
00:13:21.220 by some measures,
00:13:21.860 a bigger economy than the United States,
00:13:23.940 a vastly bigger population. 1.00
00:13:26.220 You're going to have to deal with China. 1.00
00:13:27.780 You can't continue to tell yourself
00:13:30.100 it's unipolar in any sense.
00:13:32.060 And why wouldn't they have
00:13:33.900 a sphere of influence?
00:13:36.240 Well, there's two points here.
00:13:38.100 Let's get to the sphere of influence
00:13:39.560 point in a second. 0.67
00:13:40.320 But to me, one of the great, call it tragedies, is that beginning in the Bush administration, there's a real recognition that China is now emerging as a potential peer competitor.
00:13:56.720 You see this in the national security strategies written in the Bush administration.
00:14:02.220 And I know inside the Pentagon, there were real serious efforts made to start preparing for this.
00:14:08.380 The problem is that 9-11 came along and completely blew the Bush administration's agenda.
00:14:15.700 Instead of focusing on great power relations and on China, they focus on the global war on terror, right?
00:14:23.180 And ever since then, you've had every single American president saying they were going to focus laser-like on China.
00:14:29.620 We're going to pivot to Asia.
00:14:31.360 We're going to focus on China. 1.00
00:14:33.040 We're going to crack down on Chinese practices. 0.96
00:14:34.940 And every one of those presidents, I think this is true of Bush, this is true of Obama, this is true of Trump One, this is true of Biden, they get blown off course by events elsewhere, usually in the Middle East. 0.98
00:14:48.820 And trouble in the Middle East and America's inability to stay out of that trouble has been a great benefit because it's never allowed the United States. 0.79
00:14:57.540 Benefit to China.
00:14:58.140 Benefit to China, because it's never allowed the United States to do what serious people in the government wanted to do, which was to focus a lot more attention on that problem.
00:15:11.180 Second question is the sphere of influence issue.
00:15:14.840 So if I were the Chinese, I would like to have a sphere of influence in Asia. 0.93
00:15:18.760 I would like to have the United States out.
00:15:21.660 Who wants the world's most powerful country or arguably the world's most powerful country allied with all of your neighbors and with substantial military forces nearby? 0.90
00:15:30.140 If I were China, I would prefer a situation where the United States is essentially out of Asia. 0.69
00:15:35.540 And I don't want to conquer Japan. 0.73
00:15:37.680 I don't want to conquer Korea. 0.78
00:15:39.040 I don't want to conquer Vietnam.
00:15:40.400 That's not necessary too much work. 0.97
00:15:42.580 I just want relations of deference.
00:15:44.980 I want those countries to not be a security threat to me.
00:15:48.560 I want them to pay close attention to my wishes.
00:15:53.060 In other words, I would like a relationship with most of my neighbors in Asia similar to the relationship the United States has with most countries in the Western Hemisphere, where they're very careful how they interact with the United States because we tend to be pretty heavy-handed in dealing with them for all those reasons. 0.64
00:16:09.960 That's what I would like if I were China. 0.73
00:16:12.120 Now, if you're the United States, the question is, is that something you should be happy with?
00:16:16.740 And my view is no, that a China that was as secure in Asia as we are in the Western Hemisphere, we face no serious rivals in the Western Hemisphere.
00:16:28.120 There's no enemy armies about to invade the United States from anywhere in the Western Hemisphere.
00:16:33.120 We can run around the world getting into trouble in lots of places because we don't have to worry about defending our borders, et cetera. 0.74
00:16:39.500 A China that was in a similar position would suddenly be much freer to roam around the world, getting into trouble in lots of places. 0.99
00:16:49.520 Maybe the Chinese are smarter than we are. 0.99
00:16:51.360 Maybe they wouldn't do that. 1.00
00:16:52.600 But the possibility would become much more viable.
00:16:55.640 And that might even include starting to form strategic partnerships with countries in the Western Hemisphere.
00:17:02.880 Not just economic partnerships, but strategic partnerships.
00:17:06.820 If China depends on economic resources, maybe it would like to have a military role here.
00:17:12.440 Maybe it would like to form an alliance with Brazil.
00:17:16.120 This is not something the United States has ever really wanted.
00:17:19.080 That's what the Monroe Doctrine was all about.
00:17:21.980 And it's been a great benefit to American security. 0.96
00:17:25.380 I think the United States should do what it can to prevent China from dominating Asia the way we dominate the Western Hemisphere.
00:17:33.860 I think that's possible to do. 0.90
00:17:35.880 But I worry that we're doing all of the things that you shouldn't do if that was your goal.
00:17:42.420 Well, decisions made in Washington have done a lot to tank the Japanese economy, I think.
00:17:48.080 That's my read.
00:17:49.340 And the president's recent comments about the South Korean president suggest in both countries, which are the key countries that you're talking about, like a withdrawal of American support to some extent. 0.94
00:18:01.620 Yeah, it's quite remarkable. 0.59
00:18:03.220 I mean, the business with North Korea, or North Korea and South Korea, is truly baffling.
00:18:09.780 And we can get into that in some detail.
00:18:11.660 Well, summarize your view of it, if you don't mind, because I'm confused.
00:18:14.400 Yeah, I don't get it at all.
00:18:16.420 I mean, South Korea has, first of all, been a very stalwart ally for the United States for a long time.
00:18:24.000 75 years.
00:18:25.260 And moreover, South Korea is a great success story, when you think about it, from broader American interests.
00:18:32.160 This is a country that when we allied with them initially, it was a military dictatorship under Syngman Rhee and not a very nice military dictatorship.
00:18:40.300 But for strategic reasons, we backed them in the Korean War and subsequently.
00:18:45.300 And then over time, South Korea becomes a quite successful democracy.
00:18:50.600 And it does this, by the way, not because we send the 82nd Airborne to do a regime change, but because the South Koreans, as they developed economically, decided they wanted to become democratic.
00:19:00.340 Like they were also, many of them had been to the United States.
00:19:03.480 They'd studied here.
00:19:04.380 They liked what they saw, et cetera.
00:19:06.640 And so South Korea on its own initiative becomes a democracy with some encouragement from the United States, but not with us telling them what to do or anything like that.
00:19:15.800 So it's a great success story for the United States.
00:19:19.200 And now to suddenly say, well, I've got a great relationship with Kim Jong-un, you know, a truly odious dictator. 0.68
00:19:26.760 and that's the reason why i want to suspend military exercises with south korea this is nuts
00:19:34.100 this is what is it though what's driving this um partly i think it's a perennial trump tendency to
00:19:43.420 want to distract people from whatever the problem is that he's caused and he's a genius at this
00:19:49.200 always changing the subject getting us talking about something else instead of some you know
00:19:53.620 whatever's going wrong. I think he still wants to go down in history, being remembered as some
00:20:00.480 kind of peacemaker, and he still believes maybe he can pull off some miracle with North Korea, 0.73
00:20:05.800 alter that relationship. I think that's fanciful. And third, and this I think has been a problem 0.92
00:20:13.000 throughout Trump's presidency, is he has this exaggerated ability in his own personal qualities
00:20:20.480 as a negotiator and dealmaker.
00:20:24.820 That if he can just get in a room with people,
00:20:27.860 somehow the force of personality will turn the tide.
00:20:31.700 And this didn't work in his first term.
00:20:33.900 Kim Jong-un picked his pocket in his first term.
00:20:37.660 Kim Jong-un got something that's worth something in world policy.
00:20:40.720 He got a state visit.
00:20:41.900 He got several of them.
00:20:43.000 Not a state visit.
00:20:43.800 He got a personal one-on-one visit with the U.S. president.
00:20:47.520 Nothing he'd ever, no North Korean leader
00:20:50.040 had ever gotten anything like that before.
00:20:52.540 And what did he give up in order to get that?
00:20:54.400 What concessions did he make
00:20:55.880 in order to get that one-on-one meeting
00:20:57.840 with the U.S. president?
00:20:59.160 Zero, absolutely nothing.
00:21:01.620 He didn't compromise on his nuclear program,
00:21:04.640 didn't compromise on his attitudes towards South Korea,
00:21:07.420 didn't do any of those things.
00:21:08.540 He got the meeting and walked away, right?
00:21:11.560 And so Trump, having gotten his pocket picked by Kim
00:21:14.540 the first time around,
00:21:16.060 and now wants to go back and do this again,
00:21:18.080 I can't put a rational explanation behind it.
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00:23:01.580 Why do you think we're at war with Iran?
00:23:05.500 um i mean they're the they're the reasons you know there are many layers uh and levels on which
00:23:14.420 we could say true things but what is the what's the bait what's the bedrock here um
00:23:19.700 i i i'll just go through my my laundry list i mean there has been um a bad relationship between
00:23:28.680 the United States and Iran for 40 plus years. We all know that. In my view, Iran has on a number
00:23:36.140 of occasions in the past tried to improve that relationship. They've made the initiative. They
00:23:41.020 did so in the 90s. They did so in the early aughts after 9-11. And each time, ultimately,
00:23:46.560 they get the back of our hand. We sometimes have flirted with it, but never did anything
00:23:53.440 substantial and eventually rejected their overtures. I think most of that is a function
00:23:59.760 of the U.S. commitment to Israel, the fact that Israel and Iran are deeply at odds with
00:24:06.380 each other for various reasons. And therefore, the political price in the United States has
00:24:12.040 been pretty high. And not all, but some parts of what I have called the Israel lobby have been
00:24:20.600 pushing for a military action against Iran for a long time. Again, it's important to say not all
00:24:26.420 parts. For example, J Street condemned the war when it began this time around. And that's terrific.
00:24:34.760 Good for them. So that's part of it. There's been a sort of thumb on the scale pushing for it.
00:24:40.460 Now, why are we at war with Iran now? It's not because Iran was about to get a nuclear weapon.
00:24:45.460 It's not because Iran was suddenly about to launch some military operation that was a great
00:24:50.120 danger. The proximate cause, I think, was, first of all, Benjamin Netanyahu's visit
00:24:56.320 to the White House, which he came and gave this elaborate briefing about how Iran was teetering
00:25:02.880 on the edge and sort of all it would take would be a sharp rap. The regime would collapse and we'd
00:25:08.640 have a new day, new opportunities to have a different relationship with Iran, get rid of 0.96
00:25:14.340 whatever's left of its nuclear program, etc. And he was able to persuade Donald Trump
00:25:19.560 that this was correct.
00:25:23.100 First time he's successful.
00:25:24.860 Netanyahu's made similar pitches in the past
00:25:27.140 to Biden, to Obama, to Trump,
00:25:29.800 I think in the first term, et cetera.
00:25:31.460 And all prior American presidents had said,
00:25:34.840 no, this is a bad idea.
00:25:36.840 This time around, Trump did it.
00:25:39.040 Now, why he did it, I'm not inside his head,
00:25:41.700 so I don't know, but I think part of it
00:25:43.880 was the success of the Venezuela operation,
00:25:46.740 the kidnapping of Maduro.
00:25:48.360 A very different operation, of course, special forces just snatching someone and removing them, etc.
00:25:55.320 But he began to believe that, you know, he really had great judgment and that the American military could accomplish wonderful purposes.
00:26:04.600 There was no, as near as I can tell, no strong dissents within the administration, in part because it is an administration made up mostly of yes men.
00:26:14.960 We'll tell the president what he wants to hear.
00:26:17.820 It may have been some mild, well, are you sure, kind of comments.
00:26:22.520 And then finally, I think this is, you know, Trump at the end of his political career, we think, and near the end of his life, who's playing for the history books.
00:26:33.400 And I think he saw this as possibly a way to kind of run the table.
00:26:37.520 You know, I've gotten rid of Maduro in Venezuela.
00:26:39.980 That was always a headache.
00:26:41.420 I'm working on Cuba. 1.00
00:26:42.640 I'll probably get that one. 0.99
00:26:44.220 I'll get Greenland sooner or later.
00:26:47.200 So that'll be terrific. 1.00
00:26:48.860 And Iran's been a problem for 40 years 1.00
00:26:51.040 and I will be the president that has solved it
00:26:53.260 and bring wonderful new opportunities to the Middle East
00:26:57.300 and put all that together.
00:26:59.920 And because he believed,
00:27:01.600 again, this is where Netanyahu helped persuade him,
00:27:04.380 that it was gonna be cheap, quick, fast,
00:27:07.700 few days of bombing, regime collapses,
00:27:10.180 get some new people in there, everybody fine.
00:27:12.580 I don't think Trump, if Trump had had any clear idea that he would be where he is today when he started it, I don't think he would have done it.
00:27:21.020 But he persuaded himself or was persuaded that this would be just like other operations he has authorized.
00:27:29.500 Short, quick, discreet, cheap.
00:27:32.660 And he turned out to be badly wrong.
00:27:35.580 Yeah, I don't know the answer.
00:27:38.840 I think that Trump understood fully well the consequences.
00:27:42.180 But whatever the cause.
00:27:44.140 I'm sorry, you think he understood that?
00:27:46.020 I know, yeah, I know he did.
00:27:47.280 He understood the consequences.
00:27:48.520 Yeah, of course.
00:27:49.500 The potential consequences for sure he did.
00:27:51.920 Yeah, no, he was told and he agreed that those were real risks.
00:27:56.000 And the risks so far outweighed the potential upside that it does make you wonder.
00:28:00.620 But I don't have the answer.
00:28:02.140 But we do know it wasn't just Trump.
00:28:04.180 There have been no anti-war protests.
00:28:06.780 So what does that tell you?
00:28:08.100 It tells you that Trump's organized opponents aren't, you know, they don't like the way it's going.
00:28:13.040 Nobody does.
00:28:13.700 But they were not against regime change in Iran.
00:28:16.380 So why is everybody in the political establishment fundamental?
00:28:20.260 Chuck Schumer's for it.
00:28:21.440 Like, he may have done it better than Trump or whatever, but conceptually, they're on the same page.
00:28:25.780 Why?
00:28:26.340 You want to be clear here.
00:28:27.820 Not everybody in the political establishment.
00:28:30.060 And I think for Democrats, this puts Democrats in an interesting position.
00:28:34.640 A number of them have been, of course, outspoken, saying this is a crazy idea, condemning the president, etc.
00:28:41.720 Whether, again, I'm not inside their heads, whether they would love the war to be over, because that would be good.
00:28:49.540 I think, you know, that's where Bernie Sanders is.
00:28:52.000 If you gave Bernie Sanders a button and said you can press this button and the war would stop tomorrow, he would press it immediately.
00:28:57.860 I think there are plenty of Democrats and a few Republicans who would do that now.
00:29:02.660 But there may be a few Democrats who also say, well, if this sort of drags on into the fall, that looks good for us.
00:29:10.260 So there may be some ambivalence.
00:29:12.160 And you want to criticize the president, but why there haven't been protests, I think this gets back at something that's been true now for a long time.
00:29:23.560 I think relying on the all-volunteer force has made it easier for presidents to get us into military operations because everyone is doing it volunteered for service.
00:29:35.880 No one's being drafted.
00:29:37.420 No one's being hauled out of it.
00:29:38.660 And you got in the forever wars in Iraq and Afghanistan, you did start to get pushback from military families, particularly people in the reserves who really didn't expect to suddenly be doing repeated deployments overseas as well.
00:29:53.560 It is also true that the casualty figures have been relatively low, so you don't see people concerned about that.
00:30:02.920 And most of the consequences have been economic, and I think we are going to see those play themselves out in elections.
00:30:09.880 That's where people don't have to necessarily go protest the war.
00:30:13.000 They're going to vote people out of office.
00:30:14.600 But very quickly after the March 2003 invasion of Iraq, there were protests and there were organized protests against that war, I think.
00:30:25.560 Yeah, there were some. And there have been some protests. I don't think they've been in large scale. And I don't know, again, I don't know if there's been a certain amount of, you know, battle fatigue almost.
00:30:35.960 Maybe that's right.
00:30:36.540 That we've had a series of the so-called No Kings rallies, which were quite substantial, quite large, and are sort of across the horizon protests against where the administration is going.
00:30:48.900 Whether or not this is just one more thing, and maybe some of that energy has been sapped, or some of that energy is going into gearing up for the midterms.
00:30:58.060 I just don't have a good sense of why that might be the case.
00:31:00.820 I don't either, but I think it's interesting.
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00:32:28.180 Thanks. I also think it's interesting that the president ran on, explicitly ran on a promise
00:32:34.780 to end the war between Russia and Ukraine, which we were then saying was between Russia and Ukraine.
00:32:41.540 It's not, but whatever. He said, I'm going to fix this. I can fix this. Yeah. And he didn't. So why?
00:32:48.080 Why didn't he fix it? Yeah. Well, first of all, it was laughable to think, you know,
00:32:54.280 He was saying, I can solve it in 24 hours.
00:32:56.680 And this is just part of the Trump mystique, that he's this magical person with these amazing deal-making qualities.
00:33:05.440 And I fully concede the guy is an absolute genius at persuading people of things that are not true.
00:33:12.380 There was no evidence of this from his business career, and there was no evidence of this from his political career,
00:33:17.000 that he was this sort of master manipulator, master diplomat who could pull these things off.
00:33:23.400 So maybe you could get a peace deal in Ukraine, but it wasn't going to be 24 hours because there are really serious issues here and really difficult problems to resolve.
00:33:35.440 And there's lots of stakeholders and lots of parties in there.
00:33:38.300 And getting them all to agree when they're as far apart as they are was never going to be easy.
00:33:45.740 It's possible if Trump had put a really good team together and put a sophisticated plan in place to pressure both sides, get the Ukrainians to back off some of the things they wanted, get the Russians to back off some of what they were doing.
00:33:59.680 You might have been able to pressure them to a deal, but you were never going to be able to do this by sending Steve Witkoff and Jared Kushner off to talk to Putin and think you could get a deal that way.
00:34:09.740 you were never going to do this by getting Zelensky into the Oval Office and sort of
00:34:14.480 putting a gun to his head and saying, you have to concede. It was never going to be that easy.
00:34:18.860 Zelensky wasn't in a position to do that. If he'd gone back to Kiev and said,
00:34:23.140 we're going to have to run up the white flag and cut a deal, he would have been deposed. He would
00:34:28.340 have been removed from power. The Ukrainians would not have gone along with that. So it was 0.99
00:34:33.480 completely unrealistic for Trump to promise any such deal. And if that's what he wanted to do,
00:34:39.420 he was going to have to get serious, put the right people in charge, and be somewhat more
00:34:43.780 patient than he's able to be. What would it take to resolve it now?
00:34:48.820 I don't know. My take on where we are now is, and there are some parallels, by the way, with the
00:34:57.120 war in Iran, which we may get to. We're in what I would call a hurting stalemate.
00:35:04.080 The Ukraine is suffering both from missile strikes and continued losses along the front.
00:35:09.420 And Russia is suffering from losses along the front and the Ukrainian retaliation.
00:35:14.020 And both of them are, I think, paying a substantial price.
00:35:17.720 My guess is that the price is worse for the Ukrainians.
00:35:21.040 And Russia is continuing to make, at very high cost, some incremental advances in the Donbass.
00:35:30.520 When you're in a hurting stalemate, both sides are basically betting that they can last longer,
00:35:35.600 that they are going to outweigh the other side.
00:35:37.920 And I think from a macro point of view, you'd say, well, Russia's probably got the advantage there because its resources are still substantial. 0.82
00:35:45.560 Much bigger population.
00:35:46.140 Much bigger population, et cetera.
00:35:48.620 But you don't know.
00:35:51.360 Nationalism's a very powerful force. 0.67
00:35:53.140 I think the Ukrainians care more about fighting for what they regard as their country than the Russians care about taking the next 50 kilometers of Donbass.
00:36:03.420 Putin may care, but I'm not sure the Russian population does. 0.75
00:36:07.080 So, if it were up to me, and I assure you it's not, I think the United States should be continuing to back Ukraine while saying that there are real limits to what we're willing to support. 0.56
00:36:19.760 You know, you have to explain to the Ukrainians, no, you're not going to get Crimea back. 0.91
00:36:25.800 No, you're not going to get most of the Donbass back, at least not anytime soon, maybe in the fullness of time, maybe some point. 0.88
00:36:33.900 But you don't have the military capabilities of pushing Russia out, and we're not going to give them to you. 0.86
00:36:41.120 Even if we gave you more stuff, you wouldn't be able to do it for a variety of reasons. 0.73
00:36:45.480 And the risks of doing that are too great for us. 0.95
00:36:50.500 But I would keep Ukraine in the game, and then I would also go to the right. 0.78
00:36:55.920 And that's the leverage you have with Russia, that you can continue to help Ukraine. 0.61
00:37:00.440 And the leverage you have with Ukraine is that they're going to have to lower their ambitions and the Russians have to get some of what they want to.
00:37:10.640 And that's the part that sticks in the Western craw.
00:37:13.900 And my terms would be roughly that Ukraine has to become a neutral country.
00:37:19.100 It's not going to join NATO.
00:37:20.880 It drops any insistence on that.
00:37:24.140 So the trickiest part, and that's, I think, again, was the precipitating cause, was the belief that Ukraine was drifting into NATO over time.
00:37:34.680 And that's the core Russian demand, from what I can tell. 0.94
00:37:37.560 Yeah, I think that's the most important thing.
00:37:39.140 It's not the only thing.
00:37:40.160 There's some other issues about rights of minorities in Russia, and those can, I think, be addressed.
00:37:46.780 The trickiest part, at least as I look at this, is what's the security arrangement going forward for Ukraine?
00:37:57.640 It's not acceptable to Ukraine, understandably, to be disarmed or to be allowed only a minimal amount of defense forces.
00:38:06.060 It's going to be a sovereign country.
00:38:07.400 It should be able to defend itself as well.
00:38:09.620 So if NATO membership is off the table, that's gone.
00:38:12.960 It's going to be a neutral country.
00:38:14.320 It's going to have a military.
00:38:15.980 Can it buy weapons from other countries?
00:38:18.580 I would think so as a sovereign nation.
00:38:20.940 If it buys weapons, say from Sweden, 0.76
00:38:23.840 can the Swedes send some people to help train the Ukrainians
00:38:27.060 on how to use those weapons?
00:38:28.160 How many?
00:38:29.240 How long can they stay?
00:38:30.660 And what kind of weapons?
00:38:31.500 And what kind of weapons maybe?
00:38:32.620 So, and of course, there's a point at which
00:38:36.680 that starts to look like you're becoming a de facto member of NATO,
00:38:41.960 even if you're not a formal member, if it gets too far.
00:38:45.040 That's a very tricky negotiation.
00:38:47.180 So zero is not acceptable to Ukraine
00:38:49.660 and too much wouldn't be acceptable to Russia 0.60
00:38:52.400 and you start the war again, right?
00:38:54.780 That's a long and complicated negotiation.
00:38:57.340 Another reason why Trump was blowing smoke
00:39:00.300 when he said he could end this thing.
00:39:02.240 There's some serious security issues
00:39:04.720 that have to be worked out there
00:39:06.940 and you'd need really good people
00:39:08.880 taking some time and care
00:39:10.880 to do that kind of a negotiation
00:39:12.680 in order to make it work
00:39:14.180 and to have it be something where it might last.
00:39:17.700 If you speak to European politicians
00:39:20.500 or well-educated Europeans,
00:39:23.560 a lot of them, you know, in Spain, Germany,
00:39:29.240 certainly UK,
00:39:30.420 they seem convinced that Russia has plans to invade them.
00:39:35.840 Yeah.
00:39:37.040 From my perspective, that's insane,
00:39:39.000 but I want to run it by you.
00:39:40.960 Yeah, no, I think that's,
00:39:42.400 I'm not sure I'd use the word insane,
00:39:43.860 but I think it's completely wrong.
00:39:45.280 It's so implausible.
00:39:46.120 They can't take all of Donbass.
00:39:49.300 Exactly. 0.99
00:39:50.340 The idea that Russia
00:39:52.780 has had so much trouble
00:39:53.900 dealing just with Ukraine
00:39:55.100 is going to launch 0.89
00:39:55.900 some kind of major assault on Europe.
00:39:58.320 There's no incentive for them to do so.
00:40:00.920 And I think there's no possibility
00:40:02.340 they could pull that off successfully. 1.00
00:40:03.900 Why do Europeans seem
00:40:04.700 to really think that though?
00:40:06.040 Well, I do think there's a history
00:40:08.160 that people still to some degree invoke.
00:40:11.580 I think that they are legitimately concerned by, let's call it gray area, hybrid warfare things that Russia has been doing for a variety of reasons for quite some time.
00:40:23.020 And are, you know, a violation of all sorts of international legal rules and a worrisome indication of malign intent, let's call it that way.
00:40:35.420 So if I were Swedish, if I were in the Baltic states, and I'm seeing this kind of interference on a constant basis, if I am observing some of the sabotage, I think credibly linked to Russian intelligence that have taken place in other parts of Europe, I would say, how can you expect us to trust you and not worry about what you might try to do if you keep doing this sort of stuff?
00:40:58.020 We're not doing that back in Russia.
00:40:59.940 We're not setting fire to things in, you know, St. Petersburg.
00:41:05.560 So why are you doing that to us?
00:41:08.120 Well, they are setting things on fire in St. Petersburg. 0.94
00:41:10.600 Not the Ukrainians are setting fire on things in St. Petersburg. 0.63
00:41:13.460 No, these are NATO drones. 0.57
00:41:17.080 Yeah, I mean, the drones that just hit a school in Russia were made in Germany.
00:41:25.880 Okay, but they were not fired by Germans.
00:41:29.200 No, but I mean, the whole war, it's targeted by the CIA, and it's run by other countries, yeah.
00:41:33.700 Okay, but again, if country A sells to country B, and country B then shoots it, there is some responsibility there, 0.50
00:41:43.980 but I would put the principal blame on country B that is actually firing it.
00:41:47.960 in any event the there are reasons for uh europeans i think to be concerned about russian
00:41:55.540 intentions and most people in the military uh business do a lot of worst case planning
00:42:01.900 if if you saw i mean for example i didn't think putin was going to invade ukraine the way he
00:42:10.520 didn't because i thought it was going to be the kind of disaster he's ended up with for russia
00:42:15.540 by the way. So, I didn't think he would do it. So, I think it'd be crazy for him to launch an 0.58
00:42:21.200 assault on NATO countries. I think it would fail. But can I be totally confident that he wouldn't
00:42:27.480 do something that stupid? I'd at least think about it. And if I were a European, I would start 1.00
00:42:34.040 hedging against the possibility while also asking myself with some frequency, over time,
00:42:41.720 what can we do to try and improve this situation?
00:42:45.460 Because it gets back to our first question,
00:42:47.560 where's the world headed?
00:42:48.980 It's not good to have this many points of friction,
00:42:53.040 this many points of conflict between major power centers.
00:42:56.200 And if we can resolve as many of them as possible
00:42:58.920 or at least lower temperature in a useful way
00:43:01.600 without sacrificing our security, we should explore that.
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00:46:04.720 if this if the world shakes out as you have predicted where it's like more volatile and
00:46:12.960 there are more there are more tensions and we're ever closer to the use of non-conventional weapons
00:46:17.040 and it just gets continuously crazier how can you sustain the global network of our economy
00:46:23.600 it becomes harder it's not impossible i mean states sometimes even trade with each other in
00:46:31.360 wartime when they're both dependent on the relationship as well. And I think the sinews
00:46:39.220 of international trade are going to continue. We're not going to go back to autarky or anything
00:46:44.220 like that. You, I think, may see a lot more regional concentration. You're certainly already
00:46:50.340 seeing trends towards so-called friend-shoring, trying to do more economic deals with the states
00:46:56.700 that you think are friendly
00:46:57.880 and more or less aligned with you as well.
00:47:00.880 So the sort of wide open globalization
00:47:04.000 of the 90s and early aughts may be over,
00:47:07.120 but I don't think we're going back to a world
00:47:08.780 where states are not going to trade
00:47:10.460 with each other substantially.
00:47:11.860 The cost to that would be so great
00:47:14.480 that I think people will try to stay away from that.
00:47:16.220 I think that sounds right. 0.91
00:47:17.720 How is the war with Iran resolved and when?
00:47:22.200 uh well you know if i wish i knew um i don't i don't see a solution to that that doesn't
00:47:36.500 ultimately involve a tacit admission of on the united states that this was a huge mistake
00:47:43.380 uh we made a mistake we shouldn't have done it and you don't make mistakes without paying a price
00:47:48.220 for it. And fair. And obviously, you know, the administration will spin whatever end to the war
00:47:56.820 is as a victory of some kind, but it's not. It's likely to be a defeat. I believe they are still
00:48:03.280 flailing around for some formula that will put sufficient pressure on Iran, that Iran will then 0.84
00:48:09.960 give them something so big and tangible they can claim, you know, this is our great victory. 0.58
00:48:15.840 and I don't think they're going to get that.
00:48:18.520 And the central problem is political.
00:48:23.920 The motivation of the two sides are totally different.
00:48:27.500 This was a war of choice for the United States.
00:48:29.820 There was no imminent need to do this.
00:48:31.740 This was not a vital interest we were defending.
00:48:35.000 It's one of the reasons why Trump was willing to do a very short, quick, cheap war,
00:48:39.620 why nobody seriously contemplated sending ground troops to invade
00:48:43.840 anything that would be really, really expensive
00:48:46.340 because it wasn't a vital interest.
00:48:48.520 Well, optional war.
00:48:49.880 For the Iranian regime, right, 0.90
00:48:52.060 this is a war of survival. 0.74
00:48:54.440 This is absolutely existential
00:48:56.140 because our stated goal at the very beginning
00:48:59.900 was to topple them.
00:49:01.060 We're trying to get rid of them.
00:49:02.440 That's the...
00:49:02.760 He demanded, quote, unconditional surrender
00:49:04.880 in the first week.
00:49:05.760 So their resolve, their willingness to suffer
00:49:09.080 in order to win or at least come out of this intact
00:49:13.700 is much greater than ours, right?
00:49:16.440 And I think you see that in the fact
00:49:18.120 that they're willing to do all sorts of things,
00:49:20.860 including things that involve real price
00:49:23.660 for the Iranian people and for themselves,
00:49:26.440 risks to the regime,
00:49:27.660 risks to the leaders of the regime,
00:49:29.640 because for them,
00:49:30.900 this is an absolutely existential affair,
00:49:34.880 and it's not for us.
00:49:35.880 And that's the central problem that we face here.
00:49:40.020 And secondly, compounding that,
00:49:42.140 In fact, it turned out they had real options.
00:49:45.100 They're much weaker than us.
00:49:46.500 They have much less global influence than the United States.
00:49:49.460 We've done enormous amounts of damage to them.
00:49:52.260 We've significantly hurt their military capability the way Secretary of Defense Hagseth likes to boast all the time.
00:49:59.640 But the fact is they could close the Strait of Hormuz or effectively close it.
00:50:04.240 And they could cause significant damage to American military facilities in the region and to other American partners in the region, the Gulf states, Saudi Arabia, conceivably also even Israel as well.
00:50:17.000 So suddenly they have escalatory potential.
00:50:20.640 And when you're dealing with an adversary who cares more than you do, is willing to bear greater costs, run greater risks than you are, you have to worry that they might start exercising some of those options. 0.81
00:50:32.920 And so every time Trump has threatened them, the Iranians can basically say, you know, you do this to us, we'll do something back to your side and you won't like it. 0.53
00:50:41.860 And each time so far, Trump has backed off.
00:50:44.840 I'm glad he did because the consequences of escalating this further would be quite severe.
00:50:51.860 So, you know, we had a deal of sorts in June, the Memorandum of Understanding.
00:50:58.740 It was badly constructed, badly negotiated by some people who didn't know what they were doing.
00:51:03.760 But it was basically a surrender.
00:51:05.900 It was the United States saying this was a mistake.
00:51:08.220 We shouldn't have done it.
00:51:10.020 And we're going to agree to a set of terms that are actually pretty favorable to you.
00:51:16.000 Trump is immediately pilloried by the supporters of the war and some others for negotiating a bad deal.
00:51:24.080 And the United States pretty quickly begins to try and skirt around it in various ways over access in the Strait of Hormuz.
00:51:32.240 And the Iranians see what he's doing, and they go back to war, essentially, that he's trying to evade the terms as they understood them in the agreement.
00:51:43.080 There's one final point I need to make here, though.
00:51:45.860 I said a while back that there's zero trust between the United States and Iran at this point.
00:51:51.100 And therefore, a peace arrangement with someone you don't trust is really hard to pull off because you're always assuming they're going to renege on it. 0.99
00:52:01.060 And that's especially true for the Iranians. 0.54
00:52:03.580 What the Iranians have to worry about is what the Israelis would call the mowing the grass phenomenon. 0.99
00:52:09.220 That, all right, we bombed Iran last summer. 0.99
00:52:12.760 Then we started a war with them in 2026. 0.98
00:52:16.160 So we get a deal of some kind, and we agree to some negotiations on their nuclear stuff. 0.77
00:52:23.980 What's to stop the United States from bringing its ships home, refitting them, rearming them, sending them back, and starting this up again in a year? 0.62
00:52:31.540 If you're the Iranians, you would think long and hard about this. 0.99
00:52:34.680 Yes, you would. 0.98
00:52:35.320 How do we agree to end a war with the United States and be confident that the United States won't start this again at some convenient point down the road? 0.81
00:52:47.400 And my reasoning is if I were Iran, I'd be saying I need to make sure the United States pays a significantly large price for this, that they learn not to do it again. 0.85
00:52:58.740 I can't trust their promises, but I can hope that I can trust that they might be able to learn that this was a huge mistake. 0.94
00:53:05.320 And that means an incentive to actually make sure that we all pay a sufficiently large price that the next president, Democratic or Republican, or Trump in his last term, decides that starting something like this again is a bad idea.
00:53:21.900 All of those things I think make this extremely difficult to solve. 0.84
00:53:24.940 And the Iranians, if you watch their media, are saying that. 1.00
00:53:29.520 I mean, they're saying that.
00:53:30.740 They don't trust that a peace agreement won't become just a pause.
00:53:34.980 Well, remember, we were negotiating with Iran on its nuclear program when the war started.
00:53:41.660 And here we have some negotiations. 0.60
00:53:43.480 When we murdered their head of state, I do remember that.
00:53:45.340 Exactly. This is not exactly the way you instill confidence in your adversary that maybe diplomacy is the way to go here.
00:53:53.000 This is what you do when your goal is unconditional surrender.
00:53:55.980 Right.
00:53:56.560 But what happens when you can't achieve unconditional surrender? Where does that leave you?
00:53:59.880 So, but my question to you is, how does Iran provide those incentives to the United States?
00:54:06.640 Like, how does it extract? 0.57
00:54:08.520 What kind of cost does it need to extract in order to get this not to happen again?
00:54:12.820 I'm not sure.
00:54:13.640 I mean, I think that I don't know how the Iranians are thinking about this.
00:54:19.800 But certainly anything that imposes significant costs on the American economy, which, of course, we've already seen.
00:54:25.280 I think the Iranians would be delighted if the midterm elections go south from Trump's point of view. 0.72
00:54:34.720 They may do that for multiple reasons, of course, not just the Iran war. 0.65
00:54:38.540 But that would be a lesson to future American presidents.
00:54:41.800 Don't do things like this.
00:54:44.360 Obviously, the more pressure that is placed on the United States by others in the region, and we've seen that happen now on a number of occasions.
00:54:51.500 Yes, that's, again, all of this feeds back into the American political system and foreign policy machinery.
00:54:59.900 They don't do this kind of thing again.
00:55:04.780 One final aspect to this, again, I've not thought long and hard about, but I mean, there is a danger on the Iranian side of overplaying their hand, too. 0.97
00:55:14.340 Yes. 0.91
00:55:14.460 And one could make the argument that we have a situation in the world today, gets back to your first question, where lots of countries are overplaying their hands, trying for more than they're really going to be able to grab. 0.62
00:55:27.740 But the circumstances that allowed Iran to do what it did in response are likely to fade over time.
00:55:38.620 The rest of the world is going to diversify away from fossil fuels.
00:55:43.940 People are going to build more pipelines
00:55:45.700 so that they can get oil and gas out of the Middle East
00:55:48.400 without using the Strait of Hormuz.
00:55:51.200 We were already seeing people re-engineer energy markets
00:55:54.360 in a variety of ways to try and deal with this. 0.92
00:55:57.100 So Iran's leverage here is, in my view,
00:56:02.060 likely to be less five years from now, six years from now. 0.88
00:56:05.240 That doesn't mean they don't have the leverage now,
00:56:07.580 and I think they're using it. 0.99
00:56:09.360 But if I were Iran, I would be careful
00:56:12.260 not to sort of drag this out too long
00:56:15.700 in the sense that at some point,
00:56:18.160 you know, we will begin to adapt.
00:56:19.760 We will have adjusted.
00:56:20.780 And there's also only so much humiliation
00:56:22.180 the U.S. can withstand, sustain.
00:56:25.680 I mean, at some point,
00:56:27.740 every embarrassment to the United States
00:56:30.840 is by definition like a reduction in its power, right?
00:56:34.220 Yeah, but you can sometimes make the,
00:56:36.480 in other words, if you're so worried about,
00:56:38.440 oh, I can't be humiliated, I've got to do something.
00:56:40.620 You better make damn sure that that next thing you do actually works or then your humiliation is compounded and it gets worse and worse and worse and worse.
00:56:48.780 But I'm saying if U.S. policymakers decide like we actually can't lose this or we're going to lose the dollar.
00:56:54.180 Yeah, I don't think we're anywhere near there, though.
00:56:56.520 But I'm just saying if people start to think like that, you could see incentives to do something crazy.
00:57:00.880 Yeah, you could.
00:57:01.600 um i i i still cling to the hope i guess that um that you know some of the crazier things you
00:57:10.660 occasionally hear about you know that we might you know use a nuclear weapon or something like
00:57:15.040 that that at that point you know sensible people will stand up and say are you kidding over this
00:57:21.340 this is not worth crossing that particular threshold being coming the the now the only
00:57:29.320 country in history to use nuclear weapons and we've done it twice against non-nuclear powers this
00:57:36.620 is not a good look for the united states at a moment where america's image around the world is
00:57:42.180 tanking anyway this seems to me would be a huge mistake and i would expect a lot of pushback if
00:57:49.440 anybody you know seriously went beyond the sort of contemplating stage i hope so yeah but i would
00:57:57.280 think even at the stage of contemplation someone would say what did you just say that's nuts but
00:58:01.960 that hasn't happened because this has been discussed at the beginning you look at the
00:58:06.100 history of both nuclear powers and you know other major powers and if you get at the number of
00:58:12.020 things people have talked about at various but without you know that serious consideration
00:58:17.580 there's a lot of crazy shit that gets gets talked about as you know let's think this through for a
00:58:22.920 second and then some of that's undoubtedly useful if you've thought about it you know okay let's 0.87
00:58:28.940 no that's a crazy idea here's why and then you can and can dismiss it so i don't i don't want to sort
00:58:35.200 of self-censor the consideration of various options i just want smart enough people with
00:58:42.420 good enough judgment that when they hear something crazy to know that it's uh know that it's crazy
00:58:47.640 yeah i've always had confidence there would be people like that i have less confidence i i'm
00:58:52.600 with you there um so it does seem like no matter what happens no matter how this is resolved there
00:58:58.720 will be a reduction in the u.s presence in the gulf because i just think that's for a bunch of
00:59:04.320 reasons but it seems inevitable that there will be fewer u.s forces in the gulf right what effect
00:59:11.300 will that i mean because there will be a lot of politicians who say why are we there at all
00:59:14.540 right why are we there at all well there are a variety of reasons why we've ended up there and
00:59:22.040 And I think actually a historical perspective here is quite useful.
00:59:28.580 So we didn't care very much about the Middle East until the end of World War II.
00:59:33.800 And at the end of World War II, we began to take a more serious interest in the Middle East
00:59:37.980 because people began to realize there was a lot of oil there, that there was energy resources.
00:59:42.740 It was not yet a vital interest because we didn't need those resources at that point.
00:59:48.420 We were still producing enormous amounts of oil and gas here in the United States.
00:59:53.280 But we began to take an interest.
00:59:56.060 And for the rest of the Cold War, the Middle East was a battleground in the Cold War where we were competing with the Soviet Union for influence.
01:00:04.720 We had our friends, the Saudis, the Israelis, the Jordanians, others.
01:00:10.140 The Soviets had Egypt, Syria, Iraq, eventually as well.
01:00:15.880 And our allies turned out to be better than their allies, which was useful.
01:00:21.400 But very interestingly, in that whole period, the United States didn't really have much military presence there.
01:00:27.500 We had an air base or two.
01:00:29.240 We had a flotilla, a small flotilla that went in and out.
01:00:33.960 But we didn't think of it as an area where we were going to get actively involved militarily.
01:00:38.120 We were playing basically a balance of power game.
01:00:41.600 We didn't want anybody to control the region. 0.73
01:00:43.680 We didn't have to control it ourselves, but we just wanted to make sure the Soviet Union didn't, and nobody else was able to dominate the region as well. 0.71
01:00:52.580 Very much a balance of power game. 0.84
01:00:55.380 This changes, right, the first Gulf War in 1991.
01:01:00.400 We had created the Rapid Deployment Force back in 1979 after the Iranian Revolution.
01:01:06.580 Created the Rapid Deployment Force, but we didn't park it in the Middle East.
01:01:09.660 We kept it here in the United States.
01:01:11.540 We had pre-positioned equipment, I think, in Diego Garcia, et cetera.
01:01:15.620 But we were not a big footprint in the Middle East.
01:01:18.480 Then comes the first Gulf War. 0.77
01:01:20.680 Suddenly, we've got several hundred thousand troops in there throwing Iraq out of Kuwait. 1.00
01:01:25.240 And we brought most of them home, but we didn't bring all of them home, right? 0.92
01:01:30.160 And in the Clinton administration, we adopted a policy known as dual containment, 0.98
01:01:34.920 where we were going to contain Iraq and Iran simultaneously,
01:01:39.360 even though Iraq and Iran were mortal enemies at that point.
01:01:43.960 And to do that, we had to keep troops in Kuwait
01:01:46.660 and we had to keep troops in Saudi Arabia.
01:01:48.980 This is early to mid-1990s.
01:01:52.140 And dual containment was the brainchild of, I think, mostly Martin Indyk.
01:01:57.700 And it was partly intended, not entirely,
01:02:00.240 but partly intended to reassure Israel
01:02:02.600 and make Israel more compliant in the Oslo process.
01:02:07.180 The theory was that, you know, Israel's insecure,
01:02:10.280 always worried, always worried about security. 0.98
01:02:13.480 So if we say we're going to deal with Iran and Iraq, 1.00
01:02:16.500 we'll keep track of them. 1.00
01:02:18.180 You guys should make some concessions
01:02:19.840 in the Oslo process towards the Palestinians. 0.69
01:02:23.140 Didn't work, right? 0.97
01:02:24.740 But that was the logic.
01:02:26.120 But the problem was by keeping all those troops
01:02:28.140 in Saudi Arabia, it became one of the things
01:02:31.300 that Osama bin Laden, famously, didn't like and justified his declaring, you know, jihad against
01:02:39.440 the United States. So one of the reasons we end up in trouble with al-Qaeda is the fact that we've
01:02:46.240 adopted a policy of keeping a lot of troops now in the Middle East. That's where it starts.
01:02:51.880 And then, of course, that eventually we get 9-11 and then we get the war in Iraq, 2003 war in Iraq. 0.54
01:02:59.260 And now we have a very large presence in the Middle East, and it takes more than a decade to start bringing that back down.
01:03:05.120 And we basically have never gotten out of now either trying to provide order in the Middle East ourselves or, more accurately, providing a lot of disorder in the Middle East, trying to reshape it to our liking by toppling governments of various kinds.
01:03:22.540 And no president has ever been able to fully extract themselves from doing that.
01:03:27.300 Well, we're further enmeshed than we have been.
01:03:31.140 That's right.
01:03:31.680 And now, if the end result of this conflict is for the United States to be less physically present in the Middle East, less directly involved in trying to manage the local politics of the region, telling different governments how to behave and what to do, I think that'd be a good thing.
01:03:49.520 That might permit the United States to then start focusing its attention on bigger problems, problems in Asia and elsewhere.
01:03:59.080 Last point, the other thing that's characterized American policy from the mid-60s on, I'd say, is we've had special relations with some countries in the Middle East, Israel, to some degree Saudi Arabia, after 75, also Egypt.
01:04:17.340 and no relationship whatsoever with one country in the Middle East, Iran.
01:04:21.660 Yes.
01:04:22.360 Right.
01:04:23.080 You contrast that with Russia, China, everybody else in the world
01:04:27.580 who has relations with everybody in the region.
01:04:30.280 Doesn't mean they like them necessarily.
01:04:32.080 Doesn't mean they're not pushing back or objecting or doing various things.
01:04:36.920 But they talk all the time.
01:04:38.440 They deal with them.
01:04:39.660 They understand that they're there.
01:04:41.860 We've had relations where we give some governments almost unconditional support
01:04:46.900 And we don't even deal on a direct basis with the others.
01:04:50.300 And this is crazy.
01:04:52.240 My dream...
01:04:53.920 Why do we do that?
01:04:55.380 We're unique among countries in doing that, I think.
01:04:58.860 We're more likely than others.
01:05:02.260 There's proximate causes and permissive cause.
01:05:04.980 The permissive cause is the fact that the United States has been so secure and so wealthy and powerful for so long.
01:05:11.380 Which gives us the luxury of pretending other governments don't exist and doesn't matter.
01:05:16.660 We don't have to talk to them, et cetera.
01:05:20.460 It's not a luxury you can afford if your security is more precarious.
01:05:25.380 So that's, I think, the permissive cause.
01:05:27.720 And then the proximate causes have been, in the case of Israel, obviously the special relationship there is mostly driven by American domestic politics.
01:05:39.420 Not the only example of that in the world, but it's the most obvious, most important.
01:05:43.960 And to some degree, I think the connections between Saudi royal family, American elites, American oil interests, things like that.
01:05:53.200 And then Egypt was partly because of the Egypt-Israeli peace treaty and sort of keeping Egypt on board and a part of that relationship.
01:06:02.600 Most of it, though, I think ultimately stems on Israel.
01:06:04.560 so if we were to do what you hope happens which is withdraw substantially or completely from the 0.75
01:06:13.900 region like what are the risks of that well so there are several the the biggest one that people
01:06:19.880 point to is uh you know a proliferation risk to the extent that uh the american security umbrella
01:06:26.660 has discouraged or deterred um countries like saudi arabia from pursuing nuclear weapons
01:06:33.960 Then if you suddenly said, we're no longer doing that, we're not in that business any longer, it'd be more likely, not certain, but it'd be more likely that some of those countries, maybe not just Saudi Arabia, would decide, okay, well, in order to be secure, you know, dangerous neighborhood, Israel has nuclear weapons, maybe Turkey will get them, who knows, Iran might someday get them, I need them too.
01:06:56.040 And so you could imagine a sort of gradual spread of nuclear weapons in the region. 0.56
01:07:04.220 That's even that argument, which I don't reject out of hand, has to be qualified.
01:07:10.440 Because American activities in the region have also given countries reasons to pursue nuclear weapons in the past.
01:07:18.200 Why does Iran want to have a nuclear program?
01:07:20.840 Why has Iran wanted to be close to the nuclear threshold but not over it?
01:07:25.120 because it was worried about the United States, right?
01:07:28.480 It was worried that we were going to try to do
01:07:30.240 what we've just tried to do, right?
01:07:32.580 And so some American activities
01:07:35.340 and involvement in the region
01:07:36.760 is a spur to proliferation,
01:07:39.300 even though you have to be honest,
01:07:41.680 disengagement might encourage it.
01:07:44.400 It's also possible that that will happen anyway.
01:07:48.480 We've just reached some kind of nuclear arrangement
01:07:51.580 with Saudi Arabia as well,
01:07:53.320 which is going to, it's not supposed to lead them to get a bomb,
01:07:57.280 but it's not going to make it harder as well.
01:08:00.600 So that's one of the concerns we have.
01:08:05.760 And I should be very clear.
01:08:07.460 Is that a concern?
01:08:07.960 I mean, is it not possible that if more nations in the region
01:08:14.660 had nuclear weapons that you would have a more peaceful region?
01:08:20.160 This is a longstanding argument that a number of people, my dissertation advisor Kenneth Waltz made this argument in both a famous paper back in 1981, arguing that the gradual, gradual spread of nuclear weapons would actually be stabilizing and better than going to enormous lengths to try and prevent it from happening.
01:08:45.380 Very controversial, got lots of criticism.
01:08:48.020 And then in his very last published article, a few months before he died, he published an article in Foreign Affairs.
01:08:54.780 I think the title is Why Iran Should Get the Bomb.
01:08:57.680 And he made exactly this argument that, in fact, if Iran were to get nuclear weapons, it would be relatively secure.
01:09:07.000 It would no longer have much incentive to meddle around with other countries.
01:09:11.240 And it would actually have stabilizing effects.
01:09:14.060 Again, very controversial, got lots of criticism.
01:09:18.020 The logic behind that position is a powerful logic about that, you know, using nuclear weapons is completely irrational.
01:09:27.700 For Iran to use a nuclear weapon against Israel or anybody else might invite its own destruction. 0.53
01:09:33.560 They're useful only for deterring major attacks on your own soil. 0.96
01:09:39.360 And therefore, a nuclear Middle East might actually be more. 0.98
01:09:43.380 Have there been more or fewer wars per decade between India and Pakistan? 0.99
01:09:48.020 Before Pakistan got the bomber after. 0.91
01:09:50.620 That's a famous illustration of exactly this argument.
01:09:55.440 There are also cogent counter-arguments on the other side.
01:10:00.760 That you do have to, you know, the more hands have,
01:10:05.320 the more people who have their fingers on the trigger, you know, it only takes one.
01:10:09.540 And fine, we might say, great, we've had 30 years of relative, not complete,
01:10:16.840 relative peace between India and Pakistan.
01:10:19.820 They have fought each other a few times,
01:10:21.420 but it would only take one nuclear exchange
01:10:24.200 to really alter that equation.
01:10:27.140 So I don't think one ought to be sanguine
01:10:29.140 about this possibility,
01:10:31.100 but one should not reject it out of hand
01:10:33.720 and one should also always ask
01:10:35.820 the sort of opportunity cost
01:10:38.520 or counterfactual question,
01:10:40.120 what do you have to do to prevent it from happening?
01:10:42.300 What are the costs of doing what you're going to do
01:10:44.460 to prevent it from happening?
01:10:45.560 I want to go back to one other thing, though, which is that I'm not arguing for the United States to disengage from the Middle East, either economically or diplomatically or necessarily militarily.
01:10:59.520 I like the idea of a balance of power in the region. 0.81
01:11:02.820 I don't want any country to try and dominate the place, try and control it, partly because they could manipulate energy supplies in kind of the way Iran is trying to do now. 0.88
01:11:12.980 And therefore, I think the United States should be ready if you see something like the invasion of Kuwait in 1991 happening, a major potential shift in the balance of power. 0.96
01:11:24.320 The United States should be ready to weigh in and try to stop that, as we did in 1991.
01:11:31.440 But that's not going to happen very often.
01:11:34.420 right and it doesn't require the united states to be physically present and trying to dictate
01:11:39.540 the local politics and topple regimes and things like that so it's not like the middle east is
01:11:44.720 irrelevant and i want the united states never to have a military role there i just want to be very
01:11:49.820 selective and when we go and for what purposes i think you're in the center of the mainstream on
01:11:55.300 that question but back to the original uh question problem how do you get this war resolved and when
01:12:04.300 will that happen i mean what's your best guess um i this is the kind of thing because in a sense
01:12:12.460 the the critical decision rests with one person is at this point i think it rests with donald trump
01:12:18.260 um and until he says okay it's over right no matter how he dresses it up it will be in a
01:12:28.840 state of war, whether they're actually shooting at each other or not. And I can't forecast at
01:12:36.260 what point he will decide. It's just he needs to end this and be done with it. I do think,
01:12:43.240 I wrote this a few weeks ago, that of all the presidents I have observed, he's probably the
01:12:50.880 one who's best able to sort of declare victory and get out, pretend it was a victory and then
01:12:58.120 Move on, change the subject, do something else somewhere,
01:13:01.700 build a second ballroom,
01:13:03.400 just get everybody talking about something else.
01:13:05.160 He's brilliant at that.
01:13:06.500 And he should take advantage of that ability.
01:13:08.960 It'll be harder this time around.
01:13:10.680 This is a little bit too obvious a failure,
01:13:13.360 but that's what I would have told him to do.
01:13:16.660 The MOU is an effort to do that, I think.
01:13:18.120 I think it was.
01:13:18.880 And one of the reasons it didn't work
01:13:20.880 is because the first line of that agreement
01:13:24.040 or framework of an agreement
01:13:25.960 promised that hostilities in Lebanon would stop.
01:13:29.640 And the Israelis totally ignored that and doubled down.
01:13:31.980 So, like, we're not in this alone. 0.95
01:13:33.880 No, that's true.
01:13:34.920 And we've seen occasional, you know, signs of fissures or cracks.
01:13:43.020 I think that I would be shocked if Trump doesn't have his moments
01:13:49.820 where he's enraged at Prime Minister Netanyahu for getting him into this.
01:13:54.960 I think that's most days.
01:13:55.300 Yeah, you would be amazed, but you haven't seen that turn into a genuine policy rift.
01:14:03.900 You haven't seen that turn into the United States saying, look, you're the junior partner here.
01:14:11.340 We're the great power.
01:14:13.300 And this issue, we're now fully engaged and you're going to do what we tell you.
01:14:18.640 Right.
01:14:19.140 Why haven't you seen that?
01:14:20.240 Um, I think, uh, that first of all, uh, Trump, uh, is still, I mean, I, I think he has advisors around him, uh, Kushner, Witkoff, others who are deeply engaged in this, who are, uh, pushing him the other way.
01:14:43.680 I think certainly some of his donor base have weighed in in various ways, not just now, but previously.
01:14:53.040 So I think he's mindful of the political consequences of that, even though the public is pushed away. 0.54
01:15:01.340 The donor base on which a lot of Republican politicians depend is still heavily, you know, you got to back Israel no matter what.
01:15:09.580 I think that probably is influencing him as well.
01:15:13.680 The, I think that's probably, you know, most of it.
01:15:20.180 The rest of it, though, is I think his own inability to, you know, admit even to himself that he made a mistake here.
01:15:31.540 And that whatever comes out of it is going to look to most observers like an American retreat.
01:15:39.780 And that's not part of his brand, if you will.
01:15:43.400 Yeah, it has massive consequences too, by the way.
01:15:46.160 Does it not?
01:15:47.860 I'm not sure.
01:15:49.240 I mean, Reagan didn't face any real consequences
01:15:52.440 for pulling out of Lebanon. 0.96
01:15:53.840 That was a smart thing to do. 0.99
01:15:58.100 Nixon and Kissinger thought that getting out of Vietnam 0.94
01:16:01.680 and having Vietnam fall to the communists
01:16:04.540 would have catastrophic effects
01:16:06.620 on America's position in the world.
01:16:09.300 They were wrong.
01:16:10.620 It actually improved our position,
01:16:12.400 both in Asia and especially in other parts of the world.
01:16:15.700 So I think we are very good at exaggerating
01:16:19.300 the negative consequences of cutting losses.
01:16:22.260 You don't want to have to do it.
01:16:23.280 You don't want to have to make mistakes
01:16:24.240 to force you to do these things.
01:16:26.300 But in some cases, you also,
01:16:28.180 I mean, you probably know this in your own life,
01:16:31.380 at times, if you make a mistake and you admit it
01:16:34.060 and you tell everybody you're sorry,
01:16:36.560 you've learned from it,
01:16:37.940 sometimes you actually benefit.
01:16:39.680 Sometimes people get credit.
01:16:42.400 for good judgment in having made a mistake, being able to recognize it and own up to it.
01:16:48.640 It's the biggest win.
01:16:49.720 Right.
01:16:50.120 And so, you know, there would be some, I think, benefits.
01:16:53.780 There'll be carping from, you know, critics, folks who supported the war and continue to
01:16:58.460 support the war will undoubtedly attack him.
01:17:01.000 But I think in a weird way, Trump would get some credit if he just said, this was a mistake.
01:17:09.020 I can blame it on whoever he wants to blame.
01:17:10.980 You know, I was misled by my advisors.
01:17:13.340 Fire Pete Hegseth, you know,
01:17:14.800 he'd make him the fall guy or whoever, right?
01:17:17.820 And move on.
01:17:19.200 You'd be better off for doing that.
01:17:21.180 But whether he will, I don't know.
01:17:23.660 My own read is that he would have done that already 1.00
01:17:25.900 if it weren't for the Israelis. 1.00
01:17:27.560 That's, it's hard to do with them for many reasons. 1.00
01:17:30.260 But I think he'd be happy to fire Hegseth
01:17:32.720 and blame Hegseth for the whole thing.
01:17:34.460 No, the option is always there.
01:17:39.280 Interesting.
01:17:39.720 Do you think that there will be, because the public so profoundly opposes this war, according to public opinion polling, how can the next administration or the second half of this administration, like how can we have more conflicts like this after 25 years of the public just saying resoundingly, we're not for this kind of thing?
01:18:00.940 Well, that's a great question.
01:18:02.680 I mean, I have thought mistakenly that, you know, this time we've really learned and we won't do this again.
01:18:09.300 Well, the public has learned.
01:18:10.380 Yeah, no, I think the public has learned.
01:18:11.820 And, you know, one of the, there's a telling little statistic or observation that goes way back here.
01:18:22.580 Virtually every president since the end of the Cold War has run for president on a platform of, I'm going to do more at home and less abroad.
01:18:31.860 Right.
01:18:32.680 Right.
01:18:33.060 What was Bill Clinton's mantra?
01:18:35.100 Well, that's the Cold War.
01:18:36.520 I mean, Woodrow Wilson ran on that.
01:18:38.560 Yeah, but Cold War, you know, being a responsible internationalist, you know, McGovern got hammered for being seen as, so you wanted to be a responsible internationalist, you know, Eisenhower, Kennedy, Johnson, etc.
01:18:52.900 That was pretty constant.
01:18:56.180 Jimmy Carter was not a dove, right?
01:18:58.180 He did plenty of harkish things.
01:19:00.180 But beginning, so what's Bill Clinton's mantra? 1.00
01:19:03.220 It's the economy, stupid. 1.00
01:19:04.880 He has no foreign policy credentials. 1.00
01:19:06.560 He's not interested in it.
01:19:07.500 He runs against a very successful foreign policy president, George H.W. Bush, and beats him, right?
01:19:15.420 Get to 2000, right?
01:19:17.760 What's Bush's mantra?
01:19:19.440 I'm going to give a humble foreign policy.
01:19:21.520 Our foreign policy would be strong but humble.
01:19:24.000 And he criticizes the Clinton-Gore administration for too much nation building, too much foreign policy as social work, etc.
01:19:32.900 We're too activist out there.
01:19:34.420 And the Balkans.
01:19:34.900 Right, the Balkans, etc.
01:19:36.040 So he runs for office saying, I'm going to do more at home.
01:19:39.760 I'm going to give you a strong but humble foreign policy.
01:19:42.700 That's not the foreign policy he ended up giving us.
01:19:46.280 The axes of evil and remaking the world in our image.
01:19:49.260 That wasn't humility.
01:19:50.200 No, exactly.
01:19:51.520 Barack Obama, he becomes president because he's one of the few Democrats who had publicly opposed the Iraq war.
01:19:59.060 And so he's going to do nation building at home.
01:20:02.820 That was one of his lines, and that's not exactly what he does either.
01:20:07.140 Tries to move in that direction, but he does Libya, he does a lot of involvement, etc.
01:20:12.020 Then he brings us to Donald Trump, right?
01:20:15.000 Opponent to the forever war, is very critical of the foreign policy establishment in 2016.
01:20:20.380 That distinguishes him not only from the Democrats, but all of the Republicans that he's running against,
01:20:26.420 who are basically interventionists and neocons and whatever, right?
01:20:30.720 And he wins.
01:20:32.140 And then, of course, in his first term, he doesn't do half of the things that he says he's going to do.
01:20:36.320 We're still in Afghanistan when his term ends.
01:20:39.020 He actually does a little surge, just like Obama did in his first year.
01:20:43.860 So he doesn't change either.
01:20:45.400 Then you get Biden, of course, and Biden is critical of Trump, et cetera.
01:20:49.820 But Biden was part of the old order anyway.
01:20:53.000 So all of these presidents intuited that the American people wanted to hear that there was going to be some more attention paid to them at home, right?
01:21:02.180 And less of this craziness abroad.
01:21:04.700 Why do we use the term democracy to describe our system?
01:21:07.320 Well, because I think it is still fundamentally a democracy, but it's a democracy mediated through institutions, which is what a democracy is.
01:21:16.000 And some of those institutions are committed to certain ways of doing business.
01:21:20.260 Also, most Americans, most of the time, almost all the time, don't think of foreign policy as very important.
01:21:27.440 It's always way down there about 10, 11 in the list of things you worry about when you show polls.
01:21:33.940 People worry about cost of living.
01:21:35.600 They worry about health care.
01:21:36.860 They worry about education.
01:21:38.060 And foreign policy, except in rare circumstances, like right after September 11,
01:21:44.080 It doesn't loom that large in the political calculations of most Americans most of the time.
01:21:50.020 But if you're spending the overwhelming majority of the discretionary budget, $1.5 trillion just on the Pentagon, not including all kinds of other national security-related expenses, I mean, the economy is directly linked to your foreign policy.
01:22:03.420 In fact, it's driven by your foreign policy.
01:22:05.120 And, you know, there's a reason why there's Pentagon spending in every congressional district in the country.
01:22:14.260 Of course.
01:22:14.960 Right. And why weapons manufacturing gets distributed very broadly as well.
01:22:19.460 So, yes, that money is coming out of all of our pockets, but it's also going to keep people employed.
01:22:25.960 And that will keep local congressmen in District X in State Z voting for the budget because there's 6,000 jobs dependent upon that going through as well.
01:22:41.600 Some of it is structural in the way our system works, but I wouldn't say it's not democratic for that reason.
01:22:48.700 Well, I'm just saying if the big things that government does, like, I don't know, writes the tax code, sends the troops, are inconsistent with what the public wants over generations, it's not a democracy in any recognizable way.
01:23:03.340 I mean, the system, you may have, well, we've got, you know, bicameral chamber and all this, but it's like, so?
01:23:07.440 No, but that's true. I mean, public opinion polls would have, if public opinion were driving public policy in every way, you'd probably have Medicare for all. You'd probably have really significant changes in gun control. There's all sorts of issues where the public is at odds with what the political system produces, but I wouldn't say it's not democratic.
01:23:32.920 But in what sense is it democratic?
01:23:34.180 I mean, I thought the definition of democracy was ownership of the state by the people and the governance of the state is mediated by the people they elect.
01:23:44.340 But ultimately, what the state does reflects what the people want it to do because they own it.
01:23:49.940 Yeah.
01:23:50.320 And I think to a first approximation, that is still true.
01:23:53.520 I think that we got Donald Trump because the American people were unhappy with what the political system was throwing up.
01:23:59.860 Then Trump did exactly what we've been doing.
01:24:01.560 I understand this. I understand this. And Lord knows there are reasons why people think American democracy has gone by the wayside in a variety of different ways.
01:24:17.000 I'm still, I guess, reluctant to declare the United States is not a democracy because the decisions made by people in government are not a perfect reflection of what the voter preferences are at a particular point in time.
01:24:30.940 But if on the biggest issues, and we measure that by how much we spend on those questions.
01:24:35.860 Like, that's just one measure, but I think it's a pretty good one.
01:24:37.860 Like, what percentage of the budget goes to Initiative X?
01:24:41.160 If the biggest ones are in direct opposition to what the public wants, then I don't really know how we're defining the term, I guess.
01:24:47.860 Well, I think this is a complicated picture.
01:24:50.280 So, there's also a difference between do you want a strong defense?
01:24:53.780 Do you support the troops?
01:24:54.860 Do you want us to be secure?
01:24:56.640 Versus how do you want those resources to be used?
01:24:59.480 so there's less support for say cutting the defense budget than there is for not invading
01:25:08.200 other countries those are two different things all right so most americans want a strong defense
01:25:13.640 but they want that to be used differently than we have been using it for defense for example
01:25:18.320 right i mean right um but yeah i mean i i don't know this is my personal view i'm not sure of
01:25:27.020 the answers to most of these questions, including the one I just posed to you, is a democracy. But
01:25:30.940 I do think we would benefit from a more open and persistent discussion about what do the terms
01:25:37.260 mean? That would be helpful. Yeah. No, I think that's right. And the questions that are being
01:25:42.680 raised now, I should caveat this by saying, I've never considered myself really a student of
01:25:48.060 American politics. I do international relations. But I think the questions that have arisen now
01:25:55.500 across the board about certainly the role that money plays in American politics now.
01:26:02.980 It's not like it's never played a role in the past.
01:26:06.420 It's always been influential in their periods of American history was waxed and waned in
01:26:11.920 its influence.
01:26:12.560 But it really is extraordinary now, the amount of money that gets poured into politics and
01:26:16.620 how it's concentrated in various places and clearly shapes outcomes in a variety of ways
01:26:22.460 and shapes the way members of Congress and others behave.
01:26:28.240 That's important.
01:26:29.660 I think we are still wrestling with the impact of social media
01:26:34.980 and the explosion of the media environment.
01:26:40.620 You know, it's no longer the three channels that you can listen to.
01:26:43.840 It's no longer, you know, do you like Huntley and Brinkley or Walter Conkroy?
01:26:49.240 You've got as many different voices as you want to.
01:26:52.300 And what effect that ultimately has on politics, you know, I think we all kind of intuit that the effect has probably not been good, but that's even there. It's not entirely true. It's clear. I think it's shaping our politics in a variety of ways that it didn't before, probably in some beneficial ways and probably in some ways that are quite pernicious.
01:27:14.140 So there's a lot going on with American democracy and I think democracies in other parts of the world.
01:27:20.240 And one of our major challenges is figuring out ways where we're more likely to get responsible and accountable politicians, responsible, knowledgeable, and accountable politicians, and have them be rewarded for that behavior, as opposed to, you know, grandstanders, liars, grifters, people who have managed to achieve a following
01:27:48.860 because they were good at basically attracting attention.
01:27:53.340 And we have an awful lot of that in our politics
01:27:55.680 and in our punditry, if you will, or our commentariat.
01:28:01.140 And I think it's deeply unhealthy.
01:28:05.580 Well, it's obviously deeply unhealthy,
01:28:07.000 but it's unhealthy in,
01:28:08.960 I think the more imminent problem
01:28:10.320 is that like it's instability producing.
01:28:13.560 That's what worries me.
01:28:14.740 So you wrote a book once
01:28:15.980 and you were telling me about this
01:28:16.900 in which you described sort of the groundwork
01:28:21.280 that allowed the French Revolution, 1789, to happen.
01:28:24.360 What did France look like,
01:28:26.600 like the week before the mobs stormed the Bastille?
01:28:30.980 The, yeah, so France,
01:28:35.840 France, there's some,
01:28:37.700 I don't want to overstate these parallels.
01:28:39.600 You know, historical analogies
01:28:40.820 should always be used somewhat carefully.
01:28:42.200 You don't even, you just state what France is like
01:28:44.040 and then let the viewer draw his own conclusions.
01:28:45.720 No, so you have a highly unequal system, right?
01:28:48.480 But all the political powers, you know, reserved in the aristocracy and the king.
01:28:52.700 There is an estates general, but it's not, it doesn't have particular powers, et cetera, although it plays a role in the story.
01:29:01.560 Highly, all the wealth's held by the crown, all the wealth's held by the aristocracy and the church, right?
01:29:07.340 And moreover, the system is rigged in such a way that those institutions that have all the resources really don't pay very much in taxes.
01:29:13.880 You have a very large peasantry that has relatively little, lives hand to mouth, etc.
01:29:20.560 They don't have economic power and they don't have political power.
01:29:22.700 They don't really have political power as well.
01:29:24.420 A highly unequal situation.
01:29:26.020 And because the people with the money aren't willing to spend any money in taxes, the state is chronically broke.
01:29:32.580 And every time they fight a foreign war, which they do helping the American Revolution, for example, they end up in more trouble financially.
01:29:39.400 So they're constantly in financial trouble.
01:29:42.800 Does this begin to sound familiar?
01:29:45.360 And what, among other things,
01:29:48.280 oh, final thing, of course,
01:29:49.520 is literacy is gradually spreading.
01:29:51.440 You have the printing press.
01:29:52.660 You're getting an explosion
01:29:53.700 in the media environment.
01:29:54.920 Suddenly, pamphleteers can put out
01:29:56.860 various political tracts.
01:29:58.700 And the coffee houses in Paris,
01:30:00.340 lots of ideas are being swapped around.
01:30:02.860 You do have some intellectuals
01:30:04.280 who are starting to write about democracy,
01:30:06.420 famous things that get circulated.
01:30:08.200 People begin to talk about this,
01:30:09.800 maybe rights of man,
01:30:10.960 stuff like this and um so you have a lot fermenting below the surface here um and then finally the
01:30:19.940 fiscal crisis becomes so significant that louis has to call the estates general this quasi parliament
01:30:27.360 to come in and authorize some new financial measures and that's the thing that begins to
01:30:32.420 generate a genuine sort of call it grassroots movement within the political elite or whatever
01:30:40.200 for change. A debt crisis. Yeah. And the change then spins completely out of control in a variety
01:30:45.620 of different ways. And there's, of course, huge contingencies in all of this. You can imagine
01:30:50.080 ways this bounces differently and people in the right place, wrong time, etc. But the end result
01:30:57.740 here is the collapse of the French aristocracy, the rise of Napoleon. Beheading nuns. Yeah. 25 0.98
01:31:03.640 years of war. Yeah. All sorts of bad consequences. And to some degree, you can trace it to
01:31:10.080 you know horrible wealth inequality denial of political agency to lower classes spread of
01:31:17.360 information in ways that are no longer mediated or controlled etc and a debt crisis driven by
01:31:24.300 pointless foreign wars yeah exacerbated i would say exacerbated okay so i'm not i'm not drawing
01:31:30.080 any parallels at all but i just kind of throwing it out there as i said to you before this is if i
01:31:35.060 were a really wealthy, you know, person, I would worry about this. One of the things that, you know,
01:31:42.620 back in the age of robber barons and not just here, but in other countries, Great Britain,
01:31:48.940 there was enormous income inequality, you know, end of 19th century. I think one of the things
01:31:54.160 that saved capitalism in the 20th century from Bolshevism and other things was the development
01:32:02.220 of the modern welfare state,
01:32:03.600 the essentially income redistribution.
01:32:06.100 You wealthy people are going to live really great lives.
01:32:09.120 Good for you.
01:32:10.080 Congratulations.
01:32:10.880 Thank you for all your contributions,
01:32:12.320 but you're going to have to give a bit larger share here.
01:32:15.380 You can't run the laboring classes like serfs, et cetera.
01:32:21.560 Lots of different arrangements.
01:32:23.480 And this happened across many, many countries,
01:32:27.000 especially here in the United States with the New Deal.
01:32:29.380 And I think it was, again, a remarkable success overall and prevented the kind of lower class upheavals that you saw in some other societies as well. 0.57
01:32:41.220 So if I were a wealthy oligarch today, I would have that in mind.
01:32:45.580 You know what I would do is say, against your will, we're going to develop a new technology that you're going to subsidize through your tax dollars in the form of, I don't know, data centers.
01:32:54.960 that is going to eliminate your jobs
01:32:57.220 and none of your kids are going to be employed
01:32:59.600 and there's nothing you can do about it.
01:33:04.100 Yeah, but their kids don't need to be employed.
01:33:06.200 No, but I'm just saying like,
01:33:07.640 rather than respond in a sensible way
01:33:11.080 that preserves the system,
01:33:12.240 what's good about the system,
01:33:13.600 it does seem like the people in charge of the system
01:33:15.480 like are making it worse almost on purpose
01:33:18.700 and I don't understand the thinking there.
01:33:20.520 Yeah, I think that we have,
01:33:22.980 um what's interesting i think about you know previous wealthy elites in the united states
01:33:30.280 is not all by any means uh but many of them also had along with you know the usual drive and
01:33:38.160 ambition and you could even argue greed um also did have a certain public mindedness
01:33:43.560 um it was called christianity yeah well no it wasn't just christianity uh i think some of them
01:33:49.740 were, you know, obviously devout and faithful in their own fashion. That may have played a role in
01:33:55.840 it. But even those that weren't or didn't wear their religion on their sleeve, there was a
01:34:01.160 general sense that they were part of a larger society and that they owed. You had to sort of
01:34:07.800 give back in some respects. And that appears to be largely absent in the wealthiest people I could
01:34:18.520 name right now you don't get the impression that they care very much about the collectivity
01:34:23.520 um and uh that's not healthy that's not a good good situation well it's evil but also dangerous
01:34:32.020 as you just pointed out i'm i'm i'm more worried about the danger part than the evil part that's
01:34:38.540 just me no i think one leads to the next so last question do you think i mean and it's related to
01:34:45.840 that you wrote you know one of the most famous books about it was in some sense an autopsy of
01:34:53.860 like the iraq war i don't think it was billed as that but that was my take on it and so you followed
01:34:59.000 you know the wars like the one we're in for a long time and you just said i keep expecting a
01:35:05.620 correction and it never comes yeah this one if you could make a prediction like do does this
01:35:11.800 change our politics does it is this kind of the last thing like this um so i i think it might be
01:35:19.400 uh but for reasons that are not really um about the iran war per se i mean i think that the sea
01:35:27.280 change actually began a while back and uh it's maybe the one positive contribution i'd give
01:35:34.100 credit to Donald Trump for, who I believe will eventually be remembered by Americans and by
01:35:42.140 others as like the most disastrous president we have ever had and will be remembered by America's
01:35:47.980 adversaries as the greatest thing that ever happened to them. That's just my view. Anyway,
01:35:53.200 Anyway, I think what Trump did in 2016 was he so challenged the prevailing consensus on American foreign policy, bipartisan consensus, and he did it in a way that was very dismissive of the foreign policy leadership.
01:36:15.480 Literally back of the hand dismissive.
01:36:17.280 To the extent that, as you will probably remember, there were open letters signed by former Republican national security officials.
01:36:26.220 Dozens of them published open letters denouncing Trump's presidency.
01:36:31.520 Oh, I was there.
01:36:32.220 Yeah.
01:36:32.960 And by doing that, what Trump did, he opened up, in some respects, a broader discussion.
01:36:41.520 He made it possible or easier to talk about that.
01:36:44.360 Now, some others had already started to do that, had written things that were starting to open that up.
01:36:52.900 You know, organizations like the Quincy Institute, where I'm on the board, were not yet in existence, but getting formed in the process of being established.
01:37:04.060 So the cracks were beginning to form in the edifice after 25 or so years of failure.
01:37:11.600 But having a presidential candidate and then a president who openly proclaimed some of these ideas, or at least ideas that were adjacent and certainly questioned the consensus, made it possible to start having a broader discussion.
01:37:27.480 I think that was very healthy.
01:37:30.320 Now, just because things are bad doesn't mean they can't get worse.
01:37:33.580 And I think some of the other things that Trump has done did not either fulfill the promises that he made, and we're seeing that come to fruition now.
01:37:42.920 But I do think that we are in the process of seeing not just a sea change in public attitudes, which you do see on a variety of different issues, but also a change in the, let's call it the intellectual landscape in Washington.
01:38:00.180 And I think it is a broader conversation now splits within the Democratic Party on a lot of these questions, splits within the Republican Party on a lot of these questions.
01:38:11.600 Some of the think tanks that you used to see as almost indistinguishable from each other, AEI and Heritage on the right, are now kind of at odds or moving in opposite directions, some internal splits within them.
01:38:25.560 And on the one hand, you could argue that that's sort of worrisome, uh-oh, chaos.
01:38:32.240 But on the other hand, if we've been suffering from an excessive consensus and an inability to ask questions, ability to criticize, and very importantly, a steadfast refusal to hold anybody accountable for mistakes, this is probably a good thing.
01:38:55.560 You think people will be held accountable?
01:38:57.080 I mean, that's the one thing that never happens in the American system.
01:38:59.720 Yeah, it's a fascinating question, and it's a huge problem.
01:39:05.700 The people who complain get held accountable, I notice, but not the people who made the bad decisions.
01:39:10.040 So I think this has been a big problem, but it's a tricky one.
01:39:15.940 So one of the issues, there's a chapter in my book, Hell of Good Intentions, on this,
01:39:21.820 where I basically make this argument
01:39:24.280 that if you look across the foreign policy elite,
01:39:27.040 hardly anybody pays a price for screwing up.
01:39:31.700 And in fact, the more common pattern is
01:39:34.220 you go into government, you screw up,
01:39:36.420 and you may go out of power for a while.
01:39:39.480 You land a safe sinecure at a think tank or whatever.
01:39:41.880 And then when the stars line up properly,
01:39:44.520 you go back in and make the same mistakes.
01:39:47.160 You join a consulting firm and get rich?
01:39:48.880 Well, along the way, you may make a bunch of money too.
01:39:51.820 And when people are really guilty of various forms of malfeasance and are exposed to that, you know, they sometimes pay a modest price for public embarrassment, etc.
01:40:04.960 In the case of crimes, maybe pay a fine.
01:40:07.820 But notice that usually the system rallies around such people, protects them, and they're fine.
01:40:13.700 You can all think of examples.
01:40:15.680 Or, similar thing, the same people keep getting reappointed to the same jobs and keep doing the same bad job.
01:40:21.820 This is the history of American peace negotiations in the Middle East.
01:40:26.900 The reason it's tricky is the following, that everybody makes mistakes.
01:40:32.640 Doing public policy is hard.
01:40:34.420 Doing foreign policy is hard.
01:40:35.740 No one's going to get everything right all the time.
01:40:38.400 And you wouldn't want to rule someone completely out of public service because they made one screw up.
01:40:45.260 Or they got something badly wrong when it was not clear what the right answer was, etc.
01:40:51.260 You wouldn't want to end somebody's career at 33 because they made a mistake.
01:40:56.000 So you have to exercise a certain amount of judgment here.
01:40:59.180 And my criteria tend to be the following.
01:41:02.000 First of all, if somebody keeps making the same argument over and over and over again,
01:41:06.240 and it never works, at some point, you really should stop giving them jobs
01:41:12.120 or you should stop listening to them.
01:41:13.780 The system, you know, they shouldn't necessarily be given a prime spot in the New York Times.
01:41:19.840 That's not a radical demand.
01:41:21.260 professor at some point we ought to we ought to see that um and secondly if people are utterly
01:41:29.400 unrepentant right if they so there i have good friends uh who uh and some people i don't even
01:41:37.460 know who say were vocal supporters of the iraq war and some of them have never recanted some of
01:41:45.120 them still think it was the right thing to do others have said you know my head was in the
01:41:49.940 clouds. I wasn't thinking clearly. I believed X, Y, or Z. I was wrong. And when you make a mistake,
01:41:56.160 if you can admit it, you can acknowledge that, yeah, I got that one completely wrong, and here's
01:42:00.560 why. Here's what I missed. Here's what I was misled by. Here's what I should have thought
01:42:05.420 harder about. I have a lot of respect for that, and I'm much more inclined to say, okay, that's
01:42:11.100 someone I'm willing to either maybe reappoint or someone I'm willing to listen to because they've
01:42:16.900 shown a capacity for judgment, a capacity for learning. What I kept seeing throughout the
01:42:23.060 foreign policy elite was a lot of people who really had trouble admitting they'd made mistakes
01:42:30.800 were very good at defending every decision they'd ever made and, you know, somehow kept finding the
01:42:36.880 same answer to the question, even when the conditions had changed. Even when the circumstances
01:42:43.160 They still had the same answer.
01:42:46.980 And as you indicated, it was also quite, to me, quite telling that the people whose careers got ended were often people who turned out to be right.
01:42:58.480 You know, whistleblowers or who just took an unpopular position and, you know, were vindicated five years later or six years later.
01:43:08.120 But by then, you know, things had moved on.
01:43:10.440 They'd already been moved out.
01:43:12.060 And, you know, finding the right balance between respectful dissent, principled dissent, and the right balance between, you know, you're not going to get everything right, but we need accountability without a sort of grim trigger that penalizes people instantaneously.
01:43:35.760 Last point I'll make about this gets back to is I do also worry that that the way the now the media environment operates and our discourse operates, you know, people can get pilloried for things that are essentially irrelevant because it becomes a social media thing as well.
01:43:57.940 And unless they're protected, unless they have a lot of internal resources to deal with that kind of firestorm, it can be really, really difficult.
01:44:06.480 And I think that's unfortunate, too.
01:44:08.400 Well, it discourages telling the truth.
01:44:10.140 Right.
01:44:10.420 People are afraid.
01:44:11.440 I felt it.
01:44:12.220 I mean, who hasn't?
01:44:13.320 Yeah.
01:44:14.280 You haven't, apparently, because you did it anyway, so thank you.
01:44:16.960 No, you never, you do it, but it doesn't mean you're not nervous about it.
01:44:21.300 Yeah.
01:44:22.340 Professor, Walt, thank you very much for doing this.
01:44:24.560 All right.
01:44:25.040 Nice talking with you.
01:44:27.940 You