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Eddie Fishman: Understanding Iran

1h 48m 28s

Eddie Fishman: Understanding Iran

The transcript explores a paradox in global security: countries that forgo nuclear weapons—like Libya—have often suffered worse fates than those that possess them. This highlights the complex incentives behind nuclear proliferation. The U.S. has historically used economic pressure, particularly through financial sanctions and the petrodollar system, to influence nations like Iran. The 2015 Iran nuclear deal exemplified this approach, relying on international cooperation and financial leverage. However, after Trump’s administration withdrew from the deal and escalated to military action, the strategy failed, demonstrating that economic pressure alone is not sufficient. Iran, in turn, has responded by asserting control over the Strait of Hormuz, a vital global oil choke point, showing that economic and strategic deterrence can shift power dynamics. The discussion also underscores the limitations of the Nuclear Non-Proliferation Treaty, as several countries—like North Korea, India, and Pakistan—have developed nuclear weapons outside the treaty framework. These cases reveal that nuclear capability often arises from strategic necessity, such as countering perceived instability or external threats. Despite the risks of accidental conflict or miscalculation—such as false alarms or rogue decisions—nuclear deterrence remains a cornerstone of global stability. Ultimately, the conversation emphasizes that real-world statecraft depends not on flashy military moves, but on credible, long-term strategic signaling through economic, diplomatic, and informational tools. The lesson is that power is not just about weapons, but about influence, perception, and the ability to apply pressure in ways that are both effective and sustainable.

Transcription

21449 Words, 114864 Characters

English
(upbeat music) - This is one of the, I think, honestly tragic lessons of recent history is, you know, the countries that have given up nuclear weapons or that have developed some parts of nuclear program but then didn't cross the threshold have actually fared a lot worse than the countries that have developed nuclear weapons, right? I mean, this is-- - Damn, Eddie. - It's bad. - That's a crazy paradox when you think about it. - Mm. - Yeah, I think there's an incentive. I mean, if you look at Gaddafi, right? I mean, the Libyan-- - That's a crazy paradox when you think about it, everyone who didn't get a nuke look what happened to them, look what happened, but you don't want them to get a nuke, but if you don't get a nuke, you might want to get a nuke, Jim. It, it's gone like 10, man. (laughing) (upbeat music) - This is what now, with Trevinoa. (upbeat music) - A little bit, like, go shopping for my kids. You go shopping for your kids. - In Soho? - Yeah. - My wife has like, there's this like kids store there that we like, we walk together. - You guys go together? - Yeah. - Yeah, yeah. - Your children believe in close democracy. (laughing) - My wife likes to dress my kids in fashionable New York clothes, so we go to a place in Soho. - Wait, it's called Machiae, M-A-K-I-E. - And your kids choose what they like? - No, no, no, no. - Oh, they don't, they don't get to choose. - They don't get to choose. - That's what I meant. - There's no choice. - They also don't get to choose. - Yeah. - But it's hilarious, so my, my kids look like very hip, like, you know, Manhattan, two, a two year and four year old. - That's so cool. - My wife is really into that. - And she likes dressing them up like, yeah. - Yeah, yeah. - You know, when, when wives dress kids up, you're off the hook. - That's true, 'cause she doesn't touch your fashion anymore. 'Cause there's too much paper work now. 'Cause she has to worry about herself first. - Yeah. - And then the kids. - That's how she goes. - You stop being a representation of her. Remember before you were a proxy. If she was dressed nicely and then you're not, then she's like, come on, this guy is making me look bad. Then she would focus on dressing you up. Now she's got two kids. - Mm-hmm, here's the thing though, that's true. But I have noticed though, since we've had kids, I just don't get any new clothes anymore. - Oh, that told you. - Yeah, so I, I, I like all my clothes are like from like five, like, this, this blazer I got when I was like 25, and I've definitely gained like a solid 15 pounds. So, you know. - But before she would have be like to allow you, Jean, you'll end your marriage, careful. (laughing) You know, exposed things that you never wanted to know. She doesn't care. Honey, how was the product cost? - I learned everything. I now know the truth. You don't care about me anymore. (laughing) - Yeah, I was wondering. I was like, where are my, my new clothes? (laughing) It's over, yeah. - The one thing she has gotten me these really nice socks that are super comfy that I've, like, 'cause I've had to dress up more of those book talks and stuff like that. - Oh yeah, yeah. - And there's like a hole in one of them. And I was like, can I have a new one? 'Cause I loved it so much. And she was like, yeah, but this is like two months ago. I still haven't gotten it. And I was like, what's going on? She's like, well, Father's Day. She was waiting to give it to me. - That's amazing. - I was like, I need it now, like, you know. I need the sock. - That's amazing. I need the sock. - You know what she should do. Give you the new socks now, but cut out the part that has the hole, and give you the whole filling part on Father's Day. Then you get new socks now, but the part you need to be filled on Father's Day. (laughing) - Why you be like this? (laughing) - I thought that was the problem. - No, then you guys can upgrade. - Oh, we're recording, we're all good. - All right, let's do it. Eddie Fishman, welcome. - Good to see you. - Welcome to the podcast. And welcome at the best possible time to have you on because I've asked around and there are a few names that come up more when you request the services of somebody who is adapted understanding state craft. I believe it's a cult. Sanctions, the borders, geopolitical skirmishes. You worked for the State Department. That's correct. - That's right, yeah. - You were instrumental in, I guess, I guiding some of the policy around like the US's sanctions between China and Russia. So, I mean, I'm sitting next to the perfect person to ask. And because I don't, like, not that I don't trust the internet anymore. I just don't know what to search for these days. It's easier for me to ask an actual expert in person. - I thought you're gonna say 'cause the internet searches for you instead. - No, I don't know what to search for these days. - Do you think of a dog next thing you see? - Dog ads, you're not wrong, you're not wrong. But everyone has the same question. So I'm gonna ask it on behalf of many of us. What is actually happening in Iran? - Yeah, it's a great question. - Yes. - Look, I started my career motivated by trying to come up with a solution to Iran's nuclear program that didn't involve fighting another war in the Middle East. That's why I honestly joined the government after I graduated college. Iran was building a nuclear program. The US was fighting a war in Afghanistan, another one in Iraq, and both of them were going terribly. And I thought to myself, it has to be a better way to try to non-violently coerce countries that are trying to do things that we don't want them to do, like seek nuclear weapons or support terrorist groups to stop them from doing that. And that had been the US policy for a long time, right? That's what George W. Bush wanted to do in his second term. It's what Barack Obama did famously with the Iran nuclear deal. Look, I think Donald Trump in 2018 during his first term, he made a gamble. He said, "If only we'd impose more sanctions on Iran." If we put them in more economic pain, I could get a deal that was even better than what Obama did, right? And he tried that through this so-called maximum pressure strategy, and it failed. By the time he came back in his second term, so last year, Iran had enough nuclear material to build 10 bombs, which is way more than they ever had before we actually had that deal in 2015. And so I think Trump was sort of confronting with this confronting this massive failure, which was he tried maximum pressure to stop Iran from getting a nuclear weapon. It hadn't worked. And so he could have theoretically tried a different approach, maybe pivoted to something more like what Obama did with diplomacy. But instead of changing his goals, he changed his means. He escalated from the use of economic warfare through sanctions and economic pressure to the use of military force. And I think we're now seeing why every president before him had been hesitant to attack Iran. So here's what I hope we get to in this conversation. I think one, I'd love us to all be able to actually understand what's going on, not on the ground, but behind closed doors with Iran and the US, two, I would love for us to all understand why you, I guess, sort of shouldn't mess with Iran lightly. Three, I would like us to even understand who sets the rules around who shouldn't have things, whether it's nuclear weapons or who decides where border should or shouldn't be enforced or how you get to enforce that, what attack is, what defense is. And then understanding where America exists in the world now, as it pertains to China and Russia, who seem like the other major state players. So let's work from where we are now, right? Everything you laid out makes sense to me. But I'm just going to ask the dumb question that Ling is in my head. And that is why is America so opposed to Iran building up enriched uranium? And I'll say the, I'll ask the full question. - Sure. - Why is America so opposed to it when Iran has constantly said, we're not trying to make a nuclear weapon, we just want to enrich to uranium, because we have many other uses for it. We can use it for power plants. We can use it for our energy needs as other countries have. So explain that part to me. - Sure, so look, there is this thing called the nuclear non-proliferation treaty. I think it was first agreed to in the 1960s. And basically it regulates which countries can and can't have certain nuclear material. And basically the bargain is there are a few countries that legally can have nuclear weapons, right? The United States, China, Russia, the UK, and France. - Why? - It's basically who is the most powerful countries after World War II, and we're able to sort of make themselves permanent members of the UN Security Council? - That's a great gig. We should decide Eugene, who between us gets to own a gun. I'm going to vote for him. - I was going to vote more for Africa. (laughing) We've got to gun! (laughing) - But look, I'm doing non-proliferation. - Yeah, I mean, I do think there's something there, which is at the sort of peak of the power of these countries. They sort of traded in some of that power in exchange to sort of legitimize their access to these weapons. - So they made a deal with the rest of the world with themselves? - And what the rest of the world? - Okay, okay. - The vast majority of countries have signed on to this. - Yes. - And the bargain that they make is that they will not pursue nuclear weapons, but in exchange they do have access to nuclear fuel, nuclear material, so that they can have nuclear power, which by the way, we need, right? And I think, in fact, we should have more of now. It's part of the reason that we're not making more progress getting ourselves off of fossil fuels, 'cause we haven't built enough nuclear power. So Iran is a signatory to this nuclear and non-proliferation treaty. The problem is that routinely, you know, as part of the, you know, being a signatory, you're inspected by the International Atomic Energy Agency, routinely Iran lied about what they were doing. They were enriching uranium to levels that exceeded what they were allowed to do under the nuclear and non-proliferation treaty. They had done research on actually producing nuclear weapons in the '90s. They had former Soviet scientists, by the way, who were probably, you know, looking for a job for the collapse of the Soviet Union, as many of them were. Yes, exactly. He said, "Hey, I have something that, "one really good marketable skill." Yes. "And I can sell that to Iran." "I will put my profile on the list." LinkedIn and maybe somebody can hire me. - That's why it. - That's what one of them is there. - That's like, you know, looking for work. - Yes. - He has experience working with extremely volatile materials. We'll not mention which one. Queen, queen. - It was great business. I mean, it's how North Korea also built up their nuclear program. - Oh, so this was, so basically everyone who is sort of persona non grata in the geopolitical, they got their scientists from Russia really. - Oh yeah, okay. - That's like one of their main exports pretty much. - Do you guys got those scientists from NASA from Germany? - Oh yeah, the US, yeah. - Exactly, right? - We wanted to know that. - Von Braun, yeah. - Von Braun, and then of course, I mean Einstein, Oppenheimer, a lot of those guys were Jews, who ironically, you know, the Nazis didn't like the Jews, and so they went to the US, and then they built nuclear weapons. - I mean, it's one of the all-time great, you know, sort of ironies of history, right, that the Nazis picked on the Jews, the Jews went to the US, built nuclear weapons, and then one World War II. - It feels like a perfect parable in a way. - Yeah. - Like people in trying to destroy someone, they then create their own end, you know, you get what I'm saying? So they go like, we have to stop them, but they're not doing anything, and then they go on to like help the other people who then destroy you basically, and your empire. - Yeah, you're a brass man. - I mean, this is all just the Greek myths, and it still plays out. - Yes, it is, but things like the Greek tragedy, yeah, in many ways it is. - So look, Iran did cheat, and they did do a lot of things that suggested they really wanted a nuclear weapon. And just to address one important thing, is they're saying, "Why does the US not like what Iran's doing?" The UN, so the entire UN Security Council, on multiple times, voted to condemn Iran, and saying that Iran did have to stop enriching Iran. - Got it, got it. - Because the whole international community was worried about what Iran was doing. And so that's also, I guess, one of the ironies of Trump's approach, is that leading up to the 2015 nuclear deal that Obama and a number of the other World Power signed with Iran, international law was on the US's side. The international law, which is what the UN provides, said that Iran should stop enriching uranium. Well, at this point, the US has been the one that unilaterally pulled out of this deal in 2015, that imposed sanctions, re-imposed sanctions on Iran unilaterally, that now has attacked Iran twice in as many years, without any international authorization. - So in some ways, for a long period of time, the US was sort of on the right side of international law, but after Trump pulled out of the 2015 nuclear deal, which you did in 2018, we've sort of been on the wrong side of international law. - So, correct me if I'm wrong on this, because I've never worked in the state department. No, do I have any qualifications? I've always felt like America just does what it wants, and then sometimes it's on the right side of international law and then some, but it's not like America's trying to be on a side. America's just like, listen here, buddy, this is what I'm doing. And if it's on or not on your side of law, then that's your problem. But it seems like every time the UN, if we think of like weapons of mass destruction, you know, Saddam Hussein, all of that, America went against the UN, right? But America just did its thing, and then when something else is happening, America will do its thing, but it happens to be on the other side of the law. So, am I misunderstanding this, or is America just doing what it wants to do, and then sometimes it's for the law, and sometimes it's against international law? - I think probably in broad grassroots, you're right. All the different presidents, I think, take this to, you know, further than others. - I will say. - I will say. - Okay. - Look, when I was in the U.S. government in the Obama administration, one of the things I did was I went to other countries, Singapore, Malaysia, Indonesia, - And sabotaged in countries. - Exactly, yeah, I would say it. - How's my name? - It denudes me. - You know, you, we need more people like you in the world, Eugene. You have goodness in your heart. - Thank you. - Yeah, yeah, no, you're right. And eighth noodles. No, no, I'm joking. - That was your person, yeah. (laughing) - Yeah, so basically what we would do, and this was when we were putting pressure on Iran in the early 2010s, we would say, look, if you keep buying oil from Iran, you know, you, a Singaporean company, we will cut you off from the U.S. dollar. We will use this key choke point in the global economy, which is the U.S. dollar, critical for all international business. And so it was, I mean, I didn't use quite the accent that you just used, Trevor, although I probably should have, but it would have made me more credible. And we did sort of give these folks sort of binary choices, which was like, look, if you don't stop buying oil from Iran, you're gonna lose access to the world's most important currency, the U.S. dollar. What I will say though, is when you deliver that message to a foreign businessman or diplomat, like it doesn't usually go over well. They're like, what the hell are you doing here? - Yeah, yeah. - And so what helped us in those days was to say, look, I'm just here because the UN, including your own country, has said, that Iran shouldn't have a nuclear weapon. And guess what, their oil sales are directly funding our nuclear program. So I'm just here to help you comply with your international obligations. And that may sound like, you know, glib or something like that, but it actually worked. And it made this, it made it much more likely for the other person on the other side of the table to be like, look, we are being pressured by the U.S., but truly like this is accurate. It's a lot different if I just said that, like, look, the whole international community disagrees with me. We shouldn't be doing this, but still, you should stop doing business with Iran because I told you so, which is, by the way, that has been what Trump has tried to do with a lot of different countries in recent years saying, like, if you don't do X or Y, I'm just gonna wallop your economy with tariffs or sanctions, but the end there's no sort of legitimization that helps it go down easier, which also means, not only is it like a more awkward conversation, but like from a very practical, like self-interested perspective, that person on the other side of the table is way less likely to do what you want them to do. I mean, it's how, it's the same in human relations, right? You try to persuade your kid to do something that they don't want to do. They're much more likely to go along with it if they think that it's just-- - You're on the size of justice, right? - They might just end up homeless. - That's true. - Where you kick 'em out? - That's my pet rodala. (laughing) - It's a threatened with homeless people. - So you can do what Daddy says, no? - Oh. (laughing) - They grabbed me, listen to everybody. (laughing) - Yeah, you gotta use that accent. - It's much more effective. - It really works well. Okay, so this is providing a lot of clarity. So you had a world where Iran, am I correct in assuming people don't want Iran to have a nuclear weapon because it gives them more power? It's not because they think they'll use it, right? - It's a great, I mean, I'm glad you brought this up 'cause there's really two perspectives on this. I think like the less common perspective, although some people have it, is that the Islamic Republic of Iran, like they are literally this messianic regime in which they are so committed to wiping Israel off the face of the earth that even if it means that they would destroy themselves, in the process that they would go ahead and use that nuclear weapon. I would say that's a minority opinion. - Okay. - The more credible opinion amongst sort of national security experts is that Iran is the world's largest state sponsor of terrorism. So groups like Hezbollah and Hamas that have killed lots of innocent people around the world, including Americans, are on the payroll of Iran. Iran is basically trained and created a lot of these groups. And so even if Iran wouldn't use a nuclear weapon itself, what happens if it gave some high and rich uranium to Hezbollah? And Hezbollah said that's okay. So that's the real cause of concern. - Yes. It is nuclear, I mean, it's weird. I mean, I don't know if you guys were in New York in like the 2000s, but when this issue really came up, it was like mid 2000s, like 2005, 2006, 2007. And the big fear then was that we would have a nuclear 9/11 that the next terrorist group wouldn't just fly a plane into the World Trade Center. Like they would have like a bomb laced with enriched uranium. And it was a legitimate fear, right? Because Iran was hypercharging its nuclear program and supporting this terrorist group. - Well, this is, okay, this is an interesting question that I have actually then is, I like your phrasing. Was it a legitimate concern or was it a legitimate fear? Cause sometimes a fear can be legitimate because you have a fear and I can say that is a legitimate fear. But was the concern actually like legitimate as in was this based on something that could happen or was it based on the idea that something could happen? - Yeah. - Which I know seems like semantics, but you understand what I'm saying. Sometimes people are afraid of something. Okay, here's an example. In America, people are terrified that their kids are gonna get kidnapped. - Yeah. - It just became a campaign in the United States at some point. Kids were going missing. They were on milk cartons. But as a percentage of the population-- - I've never understood that milk carton thing, but anyway. - Yeah, but as a percentage of the population was huge, right? I mean, it was small, it was tiny. It was insignificant not to the parents of those children and not to their communities. But in terms of how it made people feel, they started writing laws that said your kid could not go unattended at a park. They couldn't like walk home. If your child is found like by themselves, they'll take the child, sometimes away from the parents, but they created such a mass hysteria that now they've undermined the very existence of childhood. - Yes. - In my opinion, right? - And the freedom of it. - The fear was real, but the thing that the fear was based on wasn't necessarily as real as people thought it was. So in that, was it a real issue, or was the fear the thing that people were focusing on? - Yeah. I mean, I think it was a real issue just given the stakes. - Right, and given that 9/11 did happen, right? - It did happen. - Yeah, so we had just experienced a massive, I mean, coordinated terrorist attack, four planes that were-- - Not short of the world. - Yeah, right. So I do think it was legitimate. And this is one thing that I'm conflicted about. It's also why I think, honestly evaluating foreign policy is so difficult. Is that you don't know the counter. factual, right? You don't know, like, well, what would have happened if we had not done this, right? And so, like, if you look at the track record of US policy since 9/11, I would say most people, including myself would say, we like, over, we exaggerated the impact, like, how big of a threat terrorism was. We, like, were scarred by 9/11. It did take away a lot of our freedoms. You know, I remember, as a kid, you know, the first time I flew alone, my mom and dad taking me through security and dropping me out to off of the gate. And so, like, we have lost a lot of our, of our freedoms. At the same time, we have not had another 9/11 scale terrorist attack in the United States. And so, it's, I'm just being honest, like, I'm genuinely conflicted on this, because it's like, you don't know. Because of government policy. And if you look at Europe, for instance, like, there have been these massive terrorist attacks, right? I mean, if you remember in the 2010s, the terrorist, the barisquan huge one. Yeah, that's right, and Charlie Hebdo, and there once in Brussels, you know, so, yeah. Yeah, it really becomes difficult, because on the one hand, you want to live in a world where you don't allow isolated incidents to define how you live your daily life. But on the other hand, you can't ignore them as if they never happened. Do you know what I mean? So it's like, you're in this weird place of, like, how much do you preemptively act and how much do you not? So it feels like America is in this place where it's going, we do not want to get to the place where we have to think about preemptively acting or not acting when it comes to uranium or nuclear weapons where they run. That's right. That's essentially wait. Just as a side note, does North Korea have nuclear weapons? Yeah, they've got a full suite of nuclear weapons. Oh, okay, but this is interesting. So if they have nuclear weapons, what are they doing with them? Yeah, I mean, they, so far, they've not used them, right? Thankfully, I think that they feel like they have a sense of impunity. So there's a fear that they could launch some sort of preemptive attack on South Korea. South Koreans are generally worried about that all the time. I don't know if you guys have been there recently, but it's a, you know, soul is within, you know, within range of a lot of the artillery and whatnot from, from North Korea. So so far, the answer is they haven't used them, but there is a fear that it could embolden North Korea over time to act aggressively. So I think that's the other, the other part that's maybe a little bit more nuanced is, even if in Iran or North Korea, isn't going to use nuclear weapons, do they feel that by virtue of having nuclear weapons, that they can actually push the envelope a lot more below the use of nuclear weapons, right? So maybe North Korea wouldn't use a nuke against South Korea, but would they feel embolden to attack South Korea? Because they have a nuke. Right. And like this is one of the, I think honestly, tragic lessons of recent history is, you know, the countries that have given up nuclear weapons or that have developed some parts of nuclear program, but then didn't cross the threshold have actually fared a lot worse than the countries that have developed nuclear weapons, right? I mean, this is damn eddy. It's bad. It's a crazy paradox when you think about it. Yeah. I think there's an incentive. I mean, the, the Libyan crazy paradox where you think about it. Yeah. Everyone who didn't get a nuke look what happened to them. Look what happened. But you don't want them to get a nuke, but if you don't get a nuke, you might want to get a nuke, Jim. It just gone like 10, man. Yeah, but you see, this is what this is what I love about. No, but, but, but this is what I like about your brain and the way you, and the way you think and the way you write and the way you, I think what I've always enjoyed about your work is that you grapple, right? Grappling is necessary whenever, whenever it comes to issues of state or anything large because it's not simple. We want to act like it's simple, but it's really not simple because what you just said is the ultimate paradox. We would, many people would argue that we don't want other countries to have nuclear weapons, let's say, right? We don't want more nuclear weapons out there. But we also cannot deny all the countries that have nuclear weapons seem like they're living a more chilled life, you know, if you have the nuke versus if you don't. And then the ones who have it aren't also aren't using it. So if you're working in the state department and you're looking at this information, at what point does the paradigm shift or does it ever shift? Like, do you have to gain these things out and ask yourself if the idea you're working from is correct or incorrect? Yeah. It's a good, I mean, it's a fair question and there are, I mean, it's an extremely heretical opinion. There are some scholars who believe that nuclear proliferation isn't actually as bad as a thing because it creates more stability, right? I mean, we used to in the US talk about trying to do regime change in North Korea. We don't really talk about that anymore, right? I mean, there's a reason Iran was attacked, but North Korea wasn't, right? And so I think my own view on that is that nuclear proliferation is very dangerous. I mean, if you look even at the history of nuclear incidents when there's only a very small handful of countries that have nuclear weapons, we've come very close to accidental nuclear war, right? On a number of occasions, right? Oh, yeah. When? In the 80s, you know, I think even in the 90s during the Clinton administration, there was, it was actually after the end of the Soviet Union, I think it was Russia during the Yeltsin period, their radar is picked up. There's an ICBM coming over the North Pole, right? Right? And I think thankfully, Yeltsin was like, this doesn't make any sense. No, it wasn't Yeltsin actually. I was, it was crazy. No, it wasn't anyone in leadership. Who was it? It was one man who was tasked with doing the thing. Oh, President Abaddon, yo, the story went, this is like one of my favorite stories because I remember watching this and being like, wait, what happened? They saw the ICBM coming. I think it was like over the North Pole somewhere. They're like, it's coming for Russia. Top chain of command all goes, it's coming in. The bomb is coming in. What do we do? What do we do? Counter-strike? What do they agree? We are striking back. We're striking back. We're striking back. You know, everyone has to now send codes, send codes. All the codes. Get your keys. One, two, Ah, exactly. One, two, ah, on three. No, wait, are you going to say three? And then we do it. Say three then. Why not say four then? Why not say four? One, two, three, four. Yeah, now we got it. You see, I don't know why they do that. So anyway, so what happened then was the chain of command brings it down. It gets down to one man who's in his bunker and the job is to launch and then he went, it doesn't make sense. He just of his own volition when he has like a dozen makes sense. He went rogue under there. The guy said it doesn't make sense. He disobeyed an order. My man, the biggest order to launch the biggest order. And I forget what his reasoning was. It was something along the lines of him not understanding why there was only one or why they were launching the way they were. He just was like it doesn't make sense. Something is not right. And then he didn't launch. And then after the point when it would have been too late, they realized that it was a satellite or a malfunction or something was causing the reading and it was not it wasn't there was no bomb coming in at all. And then they phoned him back and they're like, and he's like, I didn't launch. And then they were stuck because now they had to choose between punishing him or for disobeying instructions or applaud him for saving the world arguably. He saved the world. Yes, he did. Give that guy the Nobel Nobel piece. He should get it. Absolutely. He should. But then they didn't punish him to the full extent for disobeying an order. Obviously. Yeah, but they just they disappeared him. And he's like a he's like a folk hero in Russia. But they just disappeared him. But not like to a gulag. He just they were like, you just go away. Thank you, but go away. Wow. Like a witness protection program. Yeah, in a way, in a way. That's wild. But I didn't know there was like multiple times. Oh, yeah. But I mean, to like that whole story like imagine, and that's only when you have two countries that have large nuclear arsenals. By the way, China now is in the process of making that three countries. But then imagine if that was 10 countries or 20, right? I mean, the just the risk goes up exponentially. The more players you have in this in this really awful game. When did the world ever become scared of the damage that a nuclear bomb can do? Was it Hiroshima? Where people do you think Hiroshima is actually a demonstration of what these weapons can be? You think it was necessary for it to happen for people to go these things are real. Because I think had that not happened, who would think maybe this is not real. I'm with you, by the way. And I think this is another sort of broad lesson of statecraft. I was mentioning one is sort of counterfactuals are important. And you have to ask yourself like, honestly, like what would have happened to have we not done X? Another one is, unfortunately, for weapons to be taken seriously, oftentimes they have to be used. You make the example of Hiroshima and Nagasaki, which for sure, I don't think anyone believed the power of these weapons. There's a very closely guarded US national secret before these attacks. I think it's actually relevant for today, too, because you know, the straight-of-war moves, right? Even going back to when I was in government, whenever you would sort of war game what happens with a war against Iran, you'd be worried that they would close the straight-of-war moves wouldn't this be so bad for you? That was in the war games. Oh, for sure. I mean, because it's like the key maritime chokepoint. Okay. So it's the most logical thing that they would do? Yes. Although I think one of the suppositions that military plan or strategist had for many years was that for Iran to close the straight-of-war moves, they would have to use these sea mines, right? There's sort of the floating mines that just blow up if you hit them. They've got thousands of them. And the sort of, like sort of the logic was, well, sea mines don't discriminate if you're a tanker carrying Saudi oil versus Iranian oil. - Yeah, if the land mines in Mozambique, yeah. - Right, yeah, they don't discriminate. And so this would be just as bad for Iran as it would be for all the other countries in the Gulf because Iran also depends on the state of formulas to sell its own oil. So everyone was like, well, maybe they wouldn't do this because it would be like economically suicidal for that. - For themselves, yeah. - But what they did in, you know, February and March of this year, after the US and Israel struck Iran, they didn't use sea mines. They just used these drones and missiles that cost like $20,000, $30,000 a pop. They struck like a dozen or so ships, not even that many. And just for scale, before the war, you had like 150 ships going through the strait on a daily basis. - Well, all they struck was like a dozen ships. And that was enough then to get like the crews of these ships to be like, hell no, I'm not selling through that straight, right? And this is like at a cost of like less than a couple hundred thousand dollars if you added up. And so what they did was they completely confounded expectations. They showed that they could close the strait they had very low cost and be in a selective manner, right? In a manner where they could shell their oil. They could say like, your oil's good, your oil's bad, like your ship isn't going through, but like we're gonna sell all of our oil. That was the surprise, but now that the world has seen that, that is like a killer killer economic weapon. And like you can't unsee it, right? That's just like a fact from here on out. - And you know what also it exposed? The average person like myself, I don't understand how oil gets from one place to another in a steady stream. So when the strait of hummus was closed, 'cause in my head I imagine this, oil gets drilled refined, it gets taken into a tanker and the tanker makes its way. And then when the tanker reaches outside, they're like, oh, we've got more that are coming, then they send another one. But actually they go out in almost like a straight line like this, then it becomes a pipeline, but of ships. - Oh wow. - So if the strait closes, doesn't mean the oil does not reach, it could take months before a country gets affected. - Wow, wow, wow. - Because now the convoy, the caravan as it were, guess this wrap. - So that's why we only notice that it's delayed, the impact is delays because the last ships already left more of their way. So just to give him his props, Stanislav Petrov, we should have a world Stanislav Petrov's day. - Well that's super nice. - Yeah, he was a Russian lieutenant, passed away in 2017 I believe, but this man was literally. - No way. - Yeah, yeah. He was the one. - Wow. - He was a full on, he was the commander of the Soviet military protocol. Oh no, he disobeyed the orders. - Yeah. - Against Soviet military protocol. And this was shortly after they had been an attack on a plane I guess, but he suspected of false alarm, decided to wait for confirmation that never came, that never came. - Wow. - I think he just leapfrogged for me, Yurik Gagarin. He's up there now because he saved lives. He didn't go up a rocket and go hang out in space. - So basically what he did was just to serve on has the full story and correctly what he actually did was, he got the message from the nuclear guys to be like, "Yo, the nuke's coming in, we've got to fight." And then he just didn't tell his superiors 'cause he's like, "If they know, we're going to war." - Oh wow. - That's actually what he did. And then he said, "No." He said, "That's a hero. What's his name, Petrov?" - Yeah. - That's the person we mostly owe, but there might not be life on Earth if it weren't for this guy. - Stanislaw Petrov. - But is that unspoken heroes? - Yeah, I'll tell you today, 'cause you just spoke him. Stanislaw Petrov. - I just say his name. - You just weren't discovered, Maya. I mean, I was going, "Ah! "I have to find a new gospel." (laughing) - This domino effect, or is it just a myth, any that if one country launches, another one launches, another one will launch, another one launched, and there won't be life on Earth? - Yeah, I mean, I think that it's more relevant in terms of like the US and Russia, just 'cause we have these massive arsenals, that there's this concern that once, if Russia were to think that they were incoming nuclear ICBMs, if they didn't strike back before, there's ICBMs. - ICBMs, intercontinental ballistic missiles. - Exactly. - Yeah, so these are missiles that, you know, within 15, 20 minutes, can go from the US to a target in Russia. As we call them in Southern Express missiles, not local, or station missiles. These are long distance missiles. For New Yorkers, it's also the same thing on the subway. - It's express line. - Yeah, there's express missiles, and then there's one stop missiles. (laughing) - Yeah. I mean, I think the concern is that if you didn't strike back, I mean, it was a big enough strike, it could wipe out your ability to retaliate, and so, yeah. I mean, the whole thing is confounded now too, because you also have nuclear submarine, and so you've got these guys on subs that theoretically, even if your entire country was destroyed, they could fire that. - They're constantly just circling the globe, right? They're like hiding from each other. It's a game of hide and seek. There's nuclear submarines everywhere in the world, all the time, just hiding, waiting to get a call to shoot. - And you think? - Nook. - That's another propaganda myth that keeps going around that nuclear submarines, you think they're just nuclear powered submarines, patrolling. But they're actually nuclear bombs. - Well, they're both, some of them, some of them. - Some nukes, Eugene, not all. This guy hashtag all nukes. Eh, eh, some nukes, Eugene. - Some nukes are better than others. - Eugene is a new catering. (all laughing) But this, okay, this to me feels like a, it just feels precarious. It feels like we're living in a world where we are one mad man or one wrong decision away from everyone being embroiled in a nuclear apocalypse, or in a war that didn't even need to start. - Yeah, I mean, I think that's, that is reality. And I think maybe just another point. I mean, one of the things that's often guided my own decisions in life, like what to do is trying to demystify things, you know? What are, you know, topics or, you know, industries that I think are interesting that I want to learn about. - Yeah. - And I was, when I was in college, I really wanted to demystify, like, how national security decisions are made, part of the reason I went into government too. And like, I will say to the majority of people who haven't sat in the situation room to see how these decisions are made, even in an administration where I really respected the leadership and the Obama administration, it was highly professional. Like, these are human beings, right? Like, they have good days, they have bad days, they're tired, they get sick. You know, like, people, like, it's, it's not for the faint of heart. I think maybe when you start realizing, like the amount that can go wrong. And in some ways, it's a miracle that more doesn't go wrong. - Yeah. - We'll be right back after the short break. Let's talk a little bit about the choke points of it all. You know, you famously wrote about choke points. And I think it was one of the most in-depth looks at how you can run the world with a new type of weapon. For a long time, people thought the best weapon to win a war with was one that made someone bleed. And then over time, people started realizing, no, the real weapon you want to use is one that bleeds their wallets, you know? The US seems like it's in that place or it has been in that place for a long time. And now we're starting to see either the cracks of that system or the beginning of a new system on America side. Let's break it down into two parts. One, what do people misunderstand about the petrodollar? 'Cause a lot of people talk about the petrodollar now. Everyone's like, oh, the petrodollar, the petrodollar and Iran and China's buying oil using the what you want. What do you think people misunderstand about the petrodollar? - So the petrodollar is just sort of one part of the broader dollar system. I mean, it's an important part because if you just think about what a currency is, right? It's used for payments. It's used for prices, we call it unit of account. Like if I'm gonna sell you something, what price am I gonna do with him? And it's also used for investments, right? When you think about payments, something like 15% of global trade is just oil. It's by far the most traded good in the world. - Yeah. - Well, I mean, just come on, the most traded thing. - Good, right, yeah. I mean, it's wild when you think about the scale. The fact that, you know, the most traded good in the world is priced in dollars and largely paid for in dollars. Means that there's more demand for dollars around the world. It's not the only factor about why the dollar is such an important currency. I mean, I think arguably now just as important is the fact that, you know, our stock market in the US is something like 80% of global equity market capitalization. So if you add up all the stock markets of the world, like US, the US is 80%. - The US is 80%. - Oh yeah, I mean, you've got, you know, a couple of companies in the US that are bigger than most other country stock markets. - Damn, really? - Was that big though? - Yeah, so I mean, our bond markets, the biggest. So generally, if you, no matter where you are in the world, if you're generating wealth, if you're a country, if you're an individual, if you're a company, you're generally investing in the US. But look, what this all boils down to is that when money crosses borders and the sort of the best metric we have for that is what's called foreign exchange transactions. It's when you take one currency and exchange it for another. By far, the biggest sort of market of them all, $7 trillion a day just gets swapped in foreign exchange markets. 90% of those transactions have the dollar on one side of the other. - No way. - So like, I mean, you know, basically trying to travel the world with that or trying to do business across borders without access to the dollar is like trying to travel without a passport. You just can't do it, you know? So the issue with the petrodollar would be, well, if China successfully takes this 15% of the trade that happens in the world and changes it from the dollar to the R&B, that could be sort of the- first crack in this overall edifice that underpins the dollar, the dollar central role in the global economy is absolutely imperative for our way of life in the United States. We run these giant budget deficits every single year because we can just borrow money overseas and that's because there's basically infinite demand for US treasuries, our government debt. But then to your point Trevor, when it comes to economic warfare, which by the way has become the central way that countries compete with each other today, unlike nuclear weapons you actually can use economic weapons. The key economic weapon that the United States has is the dollar. So they'll cut you off from the dollar that so then explain to me why the US didn't use that for Iran. Like, I don't understand why the US didn't cut Iran off or were they not able to cut Iran off? Because what's happening right now? It seems messy and the whole world is paying for it everywhere from South Africa through to Australia. People are paying more for their petrol, people are going to pay more for their gas, they're paying more for the average good that's happening in America as well. You see in gas, I mean some places is crazy at $9, $6 generally. Like it feels like it's messy. When you run those games, I'm assuming not all of them are like war games. Are there other scenarios that the US could have pursued? Look, I mean, we did pursue economic warfare against Iran. That was the strategy that originated in the second term of George W. Bush, it was actually kind of interesting. His undersecretary of the Treasury for terrorism and financial intelligence, the guy who oversaw all the sanctions programs. He had heard Bush make this comment where Bush was like sanctions have no utility against Iran. They're never going to work. Okay. And he sort of took that as a personal challenge. He was actually sitting in a hotel in Bahrain flipping through the financial times when he came across an article about a Swiss bank that had cut ties with Iran of his own volition. And kind of a light bulb went off with him when he was like, hold on a second, like maybe I don't need to persuade other governments to shan Iran. I could literally just go to bankers, bankers in London or Singapore, Frankfurt or wherever, and persuade them not to do business with Iran of their own volition. And if they don't agree, I could threaten to cut them off from the US dollar. This was a strategy that the US started in the Second Bush Administration in 2006. This guy Stewart Levy was reappointed by Obama, sort of quaint in 2026 America that a Republican would stay on until the Democratic administration, yeah, exactly. And he pursued that strategy, handed it off to his successors in the Obama administration. And that was the key to getting the Iran nuclear deal, right? It was putting Iran under financial and economic pressure that then got them to the table for the 2015 deal. And I think Trump, it wasn't that he thought that the economic pressure wasn't working. It was that he thought, if you only put more pressure on Iran, you're going to even better deal. Right. Didn't work. And so he tried to use military force instead. I think the irony of the current situation though is that what Iran is doing is they're basically taking a leaf from the US playbook. They're saying, well, Han, the US has used its key choke point, which is the dollar, to try to pressure us. And so the way for us to fight back is to say, well, what choke point do we have? We have the Strait of More Moose, the most important energy choke point in the world, 20% of global oil flow through this narrow waterway every day. And that's just oil. We're not even talking about sulphur. Yeah, really young. Yeah, all the things that you need to grow crops around the world. We're talking about. Totally. Yeah, fertilizers. And I mean, they really, they're, are they in a more powerful position than the world's thoughts? Much more. Yeah. Like what we're seeing right now coming out of the war is that Iran may emerge from this war decimated militarily and economically but strengthened strategically because they've shown the world that they can use this choke point to incredible effect. Yeah. And something I, you know, it used to be that the US could, you know, like I said, I used to go to places like Singapore and Japan and you said, well, look, if you keep doing businesses with Iran, we'll cut you off from the dollar. Right. And if Iran says to the Japanese, well, if unless you lift your sanctions on us, we won't allow your ships to go through the state of hormones. Wow. And that's what they're doing. I mean, they're cutting deals on a bilateral basis, like with other countries saying, your ship can go through your ship can't, but you have to pay me a whole, you know, yeah, totally. So I mean, I think what we've seen, because you're asking like what, what era has happened. Yeah. The whole thesis of my book, choke points, is that we're living in an age of economic warfare. I think for the first 15 or so years or 20 years of that period, we were kind of in this unipolar world where it was like the US had all these economic weapons, but other countries didn't. Well, now we have China with rare earth elements where they completely shocked the United States last year by cutting off our access. We have Iran with the straight-up hormones because you need those for everything phones, computers, cause everything. Right. They literally, they impose an embargo on rare earth elements in April of last year in the US. Within weeks, Ford had to shut down its factory that makes the Explorer SUV, they just didn't have enough of these, within weeks, within weeks, literally factory closed. And so I mean, other countries have choke points too. We're in an economic arms race right now where every country in the world is saying, well, what are the choke points that we have that we could use against our rivals? And then what are the choke points that our rivals have over us that make us vulnerable? That is what's happening right now. You know, at the risk of sounding like the Joker, why can't we all just get along? I don't understand why we're hoping you don't say why so serious. I was like, what is the serious issue if you guys like embargo? No, we have, but I'm saying, okay, so, so hear me out, hear me out on this. This could be a very naive perspective and a very naive point of view, but it seems like we live in a world where there is, for the most part, mutually assured destruction now. You cannot just blow everything up everywhere. I mean, even looking at Russia and Ukraine, for all intents and purposes, Russia could blow up Ukraine, right? I mean, they could use a nuclear weapon. That's what I mean. So they have nukes. They're not using the nukes. They could also blow up all of Ukraine, technically. Yeah. They have the capability, but they do not do it. Do you know why they do not do it? I think it would be the fastest way to unify the entire world against them. Okay. Also, I mean, they're close, but I mean with nuclear weapons too, it's like, they're, it's like if you nuke New Jersey, I think New York is going to get the nuclear fallout. Okay. So they're close enough so. Oh, yeah. I mean, they're right next door to Ukraine. Right. So they, so then they sort of can't use the nukes on Ukraine and they also can't blow up all of Ukraine because then people will come for them. And then the world also can't blow up Russia because I guess the world just doesn't do that. It feels like, I don't know, I don't know why it feels like there's a lot of unnecessary posturing going on and things being blown up for no reason or maybe the wrong reasons. Definitely the wrong reasons. Yeah. I don't understand why. I don't think, sorry. No, no, no, go. I think it is necessary because if you look at the countries that have nuclear weapons, they have strong men that really get challenged during elections. Okay. So if you have a person that says, I'm the only person who can control this guy, the start dog. Yeah. I'm the one that listens to, I'm the one who feeds it. Do you really, really, really every four years want to change the person who's in charge of that guard dog? America, if you look at all of the countries that have nuclear weapons, is the only country that does that. And it just looks like the guy who's controlling the guard dog is going, do you think this is a good idea of changing the every four years? I think that's why I was able to make a comeback. I think you've actually made me realize that maybe America should just elect its nuclear president separately. Exactly. You should be like a Supreme Court thing, maybe for like 10, 15 years, you said, one nuclear president. NBA commissioner. You have nuclear president and you have president president. You can have like a reality TV star as president and then just like an extremely boring way. Yeah, yeah. You have like a Jerome Powell. But nuclear weapons. I'm not bad idea. Yeah. And you go like, you are just in charge of nukes. That's all you do. The war can, people can fight the war, but I'm the president of nukes. Yeah, because is there a country that has nuclear weapons that has had free and fake democratic elections running over four years all the time? Germany, in France. Yeah. Do the Germany not have nukes? No, Germany doesn't have nukes. Oh, of course. How could I forget? France have nukes. Yeah. And India has nukes. Yeah. India illegally has nukes. Yeah. I'm not part of the NPT. I don't see Modi going. No, I'm not going anywhere any time soon. He seems like he's in there. So let's count all the countries. Do this for me. Yeah, who does have nukes? USA. And then out of all of them, show us which ones are most likely to be out of power or just came into power. So there are five. According to this treaty, we talked about nuclear and non-plotivation treaty. There are five countries that can have nukes. Okay. So the can have US, Russia, China, France, UK. Okay. There are a few countries that have nukes. They develop them outside of the bounds of international law. Okay. So technically legal nuclear programs. Okay. Got it. India, Pakistan, Israel. North Korea. Huh. Okay. Interesting. Wait, wait, wait, wait. But before you go. Yeah. I want to know about these countries who are illegally developing nukes. Can you explain this to me? Like, how did that happen? I mean, a lot of countries have sought to illegally develop nukes, including Iran. Right. The question is. Okay, but how have you been able to be stopped? I mean, you've confused me here. Yeah. And forgive me. Forgive me. You know, I play video games and I tell jokes. So you've thrown my brain off yourself, man. You've thrown me off. Yeah. He's a little bit better. He's a little bit better off. So this is okay. You've confused me here. You've confused me. We are saying that Iran is being bombed and has been sanctioned because it is illegally enriching Iran. Uranium because it didn't agree to it in the terms of the so what it agreed to in the terms of its contract It hasn't adhered to it keeps failing the inspection. That's right. Okay, but it doesn't have nuclear weapons But then we are saying that India Pakistan Israel and North Korea and North Korea Do have nuclear weapons and they develop those nuclear weapons Illegally because they've been inside there. They're not signatories. Oh none of them signed So if you don't sign nothing can happen to you. I mean, why doesn't the international community to be clear has tried to stop all four of those countries from developing nuclear weapons But to our point earlier once they crossed the threshold. What are you gonna do about? Yeah, so then everyone should no no no now I'm on not let me put it this way. I understand where Iran is coming from Not as a leadership and not as a I do not see the incentive to not have nuclear weapons is what I'm saying You understand no incentive really I can understand because you've just shown you for show me four countries that have nukes And now no one can do anything about it Then I'm like well, then why wouldn't I get a nook look? I think it particularly and to Eugene's point particularly country authoritarian countries Yeah, there's clearly an incentive right because You're worried that some other country may come and say you know, you're illegitimate. We're gonna overthrow you, right? So yeah, I mean again, let's you look at countries that have either given up their nukes or you know like Libya was sort of the classic case in the early 2000s. Yeah, if you cut a deal with the US to give up his nuclear weapon oil boy Did he make them rice? You know, so I mean look I think Trevor, you're on to something here It's there's a reason why authoritarian regimes have pursued nuclear weapons And I think another this also gets us to another reason why there's fear about Iran getting a nuke, right? Let's say Iran did successfully get a nuclear weapon Saudi Arabia the UAE all these other countries in in the region Turkey who view themselves as potentially arrival to Iran, right? They're gonna get nukes So you wind up getting what a sort of a cascade of nuclear proliferation. Okay, so now now I understand what you're saying You're saying the secondary effects of people getting nukes might be more dangerous than the primary ones in that More people having nukes means more opportunities for something to go wrong with a nuke Not even people necessarily launching them. Yes, so if everyone has a nuke and something goes wrong with a nuke or a nuclear facility or something Yeah, then people are just it's just because they were just more nukes out there It's the same way if there are more guns in the society. Yes, it is more likely that someone will get shot Even if it's a child finding their dad's gun in like a closet or something. I think it's actually incredibly good analogy Right, look at the US like are all these guns everywhere right? Okay. It's probably why we have such a ridiculous high rate of gun Right, and it doesn't mean that all guns are bad. It doesn't mean that all gun owners are bad But it means that there's a higher likelihood that something's gonna go wrong. We mean how many how many Stanislaus are we gonna have right? I mean you're gonna have one in every country right also okay and and given the stakes right with with nuclear a nuclear exchange It's an potentially existential for humanity or at least for certainly for individual countries or cities, right? You know nuclear proliferation of these bad things like how you've also phrased it It's not a nuclear war is a nuclear exchange because there won't be a war after the thing Yeah, there's nothing there's nothing after that There's nothing basically nuclear war Eugene is like it's a double block on WhatsApp That's what it is I was gonna say it's like you will fight under the same duvet It's when you it's when you block me and then I block you and then it's finished now. Yeah, I was gonna use the fight You're gonna go with thoughts. Yeah, because there's a couple of thoughts all to get at the same time another duvet and then no one knows who Did what but they can still be more conflict afterwards. Have you ever crop that's that anyone? No my daughter taught me that term. I didn't know what crop does thing Tell me and light me when people are chilling at a park then do you really want to give a state department person more weapons? You never know away but you never know anything for my need in the question. This is trace. Yeah, yeah Chilling in a park and then you just walk past but you fought and then you go okay. Yeah, it's only way to do it And you don't want to linger behind Jenny you're not wrong lady. You just crop that Wait, what is the alternative? It's like Really and then everyone is going Crop dust if I rule the country that would be my my number one law everyone who thoughts you have to stand there where you For it until the smell has dissipated No, no, just so that look there's nothing wrong with farting. We also got to get rid of that in society. Yes So just stand there so that there's no blame that goes around stand and put your hand up Yeah, if you see someone standing someone they've got their hand up you know that they farted and you know The person who's guilty in a group of three or four people. Yeah, that farts. Yeah, it doesn't acknowledge the fat is the one that did it Because people who go what's that other ones who know they disagree? I disagree I disagree. Some people are very good at acting. Wait wait wait. They've seen some people some people some people some people some people thought Yeah, I've seen some people in the first person and they're the ones to go. Hmm. What is that? And then other people go oh And then they act like That's the oldest trick in the book It's the oldest trick in the book. I'm sure there's even I'm sure in history somewhere people have done this on a on a state level What you do is you have a nuclear incidents right or you have something that goes wrong with like a chemical weapon And then what you do is you go Guys someone released a chemical weapon Yeah, you seen this and then everyone starts and they go like you were the first to discover it But you're the ones who actually dealt it or you were developing a virus in a lab and then it's a trick It's a trick and then people are dying and you're like what is that? Yeah, it's a trick whoever smelled it. Delta. Yes And we have a denoted fried it Let me get it generated. You're linked it is gonna be ruined up to the center To my career's over now But we'll solve the world. I'll tell you that anyway. We'll solve the world. Okay Let me ask you some about like some of the thinking that goes into the state department or how how world leaders try and remedy a conflict Right, okay, Donald Trump has chosen a specific way with his people. It seems like and this is only by reports It seems like many of his people internally said do not do this. Yeah, they're like yo man. Don't do this. Yeah And then he was like pressured by Israel and they said no, there's an imminent attack and so let's let's start with the first parts How does the American government or any government for that matter determine when Something can be called defend defense versus attack. Yeah, because when they go like it's a pre-emptive strike I understand the logic behind some of it. So if you're in the wild west And someone's about to draw I assume you cannot wait for them to draw before you fire because the time that it takes you dead I get I get that I get that. Okay, so I understand the logic in in striking preemptively to a certain extent But then sometimes I go how far can you take that back? Yeah, is it when the person has got their hands by their side? Is it after they've whistled? Is it that or is it the is it the pacing? Is it is it after the ten paces? Is it when they walk out of the saloon? Yeah, is it when they ride into town? Is it when you meet them in the wild west before we get to town? How how far back can you go before you say that this is now attack versus Like defense. Yeah, I mean, I think the the honest truth is This semantic and it doesn't really matter. I mean the president is the commander in chief He or she can decide when to use military force and there's really not much of a check on that unfortunately I mean to your your question though. I mean Donald Trump has tried to portray Distrike on iran as preemptive right that they were about to get a nuclear weapon and what I would say is I mean unless there is some classified Intelligence that has not been either leaked or declassified. Yeah, I consider Pretty unlikely because you would think that if there was a smoking gun they would be a high a significant incentive for the White House to say Hey, we'll look at this I do not believe that there was a preemptive reason to strike Iran You could say that they already did have 10 bombs worth of nuclear material So in uranium enriched to a point where you could turn it into a bomb within a week or so But I would say those even now despite this giant attack by the United States and Israel in June of 2025 operation midnight hammer That took out a lot of their nuclear facilities Plus the war that has happened in February, March, April, May of this year They still have Iran still has That you know That's some pounds of Heinricher ain't even after the bunker bus doesn't all the jazz they still got it It's what I think Trump calls a nuclear dust. It is buried under this town called Isfahan in the middle of Iran and we haven't Done anything about it. Yeah, but this is okay again. Maybe I'm naive But if Iran had 10 bombs worth of uranium. Yeah, did not make one bomb Yeah, nevermind 10 they did not make a bomb And then they get attacked and you said in a week they could make a bomb and they threatened threatened Yes, not make a bomb nothing. Yeah, attacked did not make a bomb Still do not make a bomb Then should we not assume that they do not want to make a bomb or is that is that foolish? So I think one other challenge and look I think it's hard not to Sometimes we don't appreciate that Societies can be complex right and we have to anthropomorphize other countries and say like Iran did this or that right I think the truth is within Iran you had different factions You know different people who said um, we should have a nuclear bomb. Others who said we should at least have the capability to build one quickly If we need it actually iatola How many the senior the one who was killed you know a couple months ago when it was really strike he actually had put out a thought to us, sort of this dictum, saying that we should never have nuclear weapons. So one theory, one sort of hypothesis is that this sort of aging Supreme Leader, I think it was 86 when he was killed and had terminal cancer. So he's probably didn't have much long to live, even had Israel not often. I think there's this theory that he sort of didn't want to actually have nuclear weapons, but a lot of these sort of hard-line, younger, young guns in Iran and the IRGC, the Islamic Revolutionary Guard Corps, did want nukes. And so I think another sort of double irony here is that in sort of taking out the, how many senior, they've turned the age of the monster that they've- You've had to callize the whole? You've handed over power to people who are even more hard-line than him. And I think, look, I mean, we all, you know, I mean, Eugene, you live in New York, but we all- No, it's just South Africa. No, okay. You're here hanging out with us. They're a lot of- look, they're a lot of- We all live in New York. There's a lot, you know, the Iranian diaspora, you know, they're here. And I think there was a lot of hope in that community. Yeah, a lot earlier this year that, you know, this could be it. You could finally get changed. Because I think it's important to note, like, the Islamic Republic of Iran, like, you're bad guys. Yeah, they killed tens of thousands of innocent protesters earlier this year. We would all be better off principally Iranians if they were gone, right? I think there was high hopes that, you know, there was change coming when, how many was sort of just going to die from natural causes. You have an internal debate about succession. You might get a more liberal government. Well, guess what? The US and Israel took care of their succession problem for them, handed it over from Comany Senior to Comany Junior, who seems to be a puppet of these hard-line IRGC generals. And so I do think that it's, it seemed like Ayatollah, how many senior, you know, deceased now, did not actually want to cross the nuclear threshold, right? But it's clear that they did want to have the capability to weaponize. And now there's an even greater incentive for them to do so. Don't press anything. We've got more. What now? After this. And, you know, and I'm obviously only asking you from the US perspective because you worked in the government. I'm not, I'm not focusing on the US. But like, when a president or their trusted confidence or trying to figure out how to solve some of these most pressing issues, are there ever stories or have you ever encountered moments where a president tried to go the opposite way to the direction America seems to have always gone? So, oh, and again, I use, I'm using broad language, forgive me. But it seems like America's idea of how to solve an issue has often been sending the bombs and things will get fixed. So how do we fix it? I'm who's saying we blow things up brute force. And it's, it's done. And it's like, oh, no, no, now you've got ISIS. And it's like, okay, that's not what we wanted. And it's like, all right, how do you fix Gaddafi? Okay, you blow up Libya. It's sorted. And it's like, no, now you've got like one of the worst slave trades in Africa and a hotbed of extremism. Time and time again, it feels like, you know, even Iran itself, it seems like America is dealing with its previous sins in helping to oust a leader that it didn't like. Who fall intents and purposes seemed like a good leader for the people, maybe, maybe not the most perfect leader, but way better than the leaders that came afterwards. You see what I mean? Like how, how at what, like, is there a point where an American leader goes, let's try something completely different. And if they have thought that has it worked or has it not worked? Yeah, I mean, there have certainly been examples. I would argue that the original approach toward Iran, which was to not use military force to use economic pressure to cut them off from this choke point that is the US dollar originated during George W Bush's term. I think it was, frankly, George W Bush being a little bit humbled after seeing what happened in Afghanistan and Iraq, because I think there was sort of the beginning of his term. And after 9/11, particularly, a bit of a sort of ra ra attitude toward the use of military force, you know, the US kind of felt omnipotent. And then it became pretty clear after a couple of years of those wars that they weren't going very well, even against these quite small countries. And so then when a country right next to Iraq, that was multiple times bigger than Iraq, more powerful than Iraq, namely Iran, was actually developing, you know, nuclear weapons that, you know, wasn't something that Saddam Hussein even was developing, which made it even more ironic. George W Bush did decide to try to use non-violent pressure against Iran. Right. That was the baton he passed to President Obama. There have been other decisions. I mean, look, one of the decisions that I think Obama took most heat over was the Syria red line. You remember when he came out, there's a red line in this, there's a sand. If Assad uses chemical weapons, we will attack, we will strike. And I think, you know, basically his whole administration was gearing up ready to bomb Syria, and sort of basically living up to Obama's red line. And then Obama sort of went for a walk in the backyard of the White House and said, "You know what, I don't want to do this." And so there have been moments in history when, you know, presidents have sort of chosen to go the opposite way of their advisors for good and for ill. And I think to your point, I mean, we'll see when the sort of definitive history is written on Trump's decision to attack Iran. But it does seem if you can trust some of the early reports that Trump was sort of a lonely voice in terms of wanting to strike Iran in February of this year. And unfortunately, his voice is the one that actually mattered. Has there ever been a case of the U.S.? Because you see, you showed us, or you just described two possible outcomes, but they seem to be, you know, completely diametrically opposed. Like one is like, go in and blow the thing up or ignore it completely. Have there been any instances where the U.S. has tried to bring the other person in? And what I mean by this is like, I'm sure you've seen this because of the world you've been in. Many people argue that part of the reason the world has the Russia that it has today is because the U.S. did a terrible job of bringing Russia into the fold post World War II in and around NATO, the Cold War. The Americans just didn't do a good job of being like, hey, join us. Actually, you're part of the G20. You're part of the G20. You're part of the show. Come on, you're part of this. You actually have a McDonald's. Let's do this thing, you know what I mean? So on Russia, I mean, it's something that's an issue near and dear to my heart. I actually sort of was a very interested in Russian history, Russia literature. My great grandparents emigrated to the United States from the former Russian Empire and spent a summer when I was in college living in Russia, sort of before our relationship has gone sideways. I've now, by the way, been sanctioned by Russia so I can never go back unfortunately. Oh, sorry, which by the way, I appreciate that. When I was sanctioned in 2022, a lot of people sent me these like congratulatory notes. No, no, no, no, no, no, no, no, no, no, no, no. I was like, I do think that U.S. policy toward Russia in the 90s could have been significantly better. We could have given Russia more of a bear hug than we did. If you look at, you sort of juxtaposed Russia with some of the other former Communist countries like Poland or Lithuania, Latvia, Estonia, Hungary. I mean, all of those countries have generally become successful free societies, liberal democracies, even Hungary, right? We're sort of going in the wrong direction for a long time, but still now got rid of Orban and they're sort of back in the fold. I do think we could have done a better job in the 1990s. But look, I think there's also an element of just bad luck and historical contingency, you know, sort of the main successful Russian politician that a lot of people thought was going to succeed Boris Yeltsin, whom, you know, sort of famously kind of a drunk, not particularly effective leader, was this guy Boris Nemsa, who's very handsome, sort of reformer. And Yeltsin, when he was sort of like, you know, very clearly, very sick and dying, he was like, who can I put in as my successor that's just not going to like prosecute my family for corruption and like take away our resources? And so he elevated this relatively unknown deputy mayor of St. Petersburg, Vladimir Putin, into sort of the Kremlin, to be his sort of handpicked successor. And so Putin inherited the presidency from Yeltsin. He eventually won, you know, an election. He inherited the presidency at the end of 1999 from Yeltsin because Yeltsin was like, this is sort of, you know, the most innocuous successor. But like if you think about it, have that not happened, right? If you would have had, if you just had a free and fair election this, and before Putin had come in and sort of that, you probably would have gotten a guy like Nemsa. The other thing I'll say too, just to give, you know, some folks in the US government a little bit of credit here, because I do think we could have done better policies. I can talk about those. But, you know, we did bring Russia, you mentioned the G20, you know, we have this G7, which is sort of like the close club of US allies. We did make it at the G8, right? We brought them into the G8 and we brought Russia into the World Trade Organization. And actually I, part of the reason I was sanctioned by Russia in 2014 when Russia first invaded Ukraine and annex Crimea, I was the Russia sanctions lead at the State Department. So I was the one designing the sanctions and negotiating them with the EU and the G7 to try to put sanctions on Russia back in 2014. And I remember at the State Department, a lot of my colleagues were like very against sanctioning Russia. And I think it was because they had just got Russia into the World Trade Organization like 18 months before. And many of them, like career diplomats had spent like a decade of their lives. - Trying to make the-- - On the ground in Russia, working with them to make sure that their laws were right, and getting in place so they could join the World Trade Organization, and then 18 months after the big project of their careers had culminated, we're actually resanctioning Russia. And so there was a lot of blood, sweat, and tears poured out by U.S. diplomats to try to bring Russia into the fold, but yeah, I think unfortunately, history just didn't go our way. One of the things I've always wondered for people who work in your position or any position adjacent to it in a government is how much of yourself you have to keep and how much of your patriotism has to take over. Because I can only imagine it's a really complicated situation, right? On the one hand, you have your views as a human being. On the other hand, the country has its views, and because you are of the country, you're meant to adopt some of, if not all, of those views. But at times, your country's doing something wrong. How do you then find the gap between yourself and the country without being seen? You know, because people will be quick to say, you're a traitor. Or you know, it's treason, but it's like, yeah, but countries can do things wrong, as in, like, administrations. And we've seen people who will fight against their own country, or they will, like, from within the ranks, they'll be a certain level of dissent, not physical fight. But they'll go, no, I don't think this is right. We must change this. And when it is change, we'll go, oh, thank you for changing it. But if it doesn't get changed, that person will get punished for trying to change it. How do you grapple with that? Yeah. Look, I think each individual has their own perspective in their own moral compass. I think it's interesting, because for me, I think I would have a lot of trouble serving in an administration whose policies I disagreed with. And frankly, just to be totally candid, I was a career diplomat at the State Department. I could have theoretically stayed and worked through the first Trump administration. And I decide not to. And in large part, because I really did believe that what Russia was doing in Ukraine was morally objectionable, morally abhorrent. They were literally conquering their neighboring territory, or neighboring country, right? Which is not something that I think many of us ever expected to see again in our lifetime, right? Something like that had not happened since World War II, right? An actual military conquest occurring on European soil. And then you had Trump elected in 2016 with the Russian government actively assisting. I'm not saying that Trump-- But certainly, the Russian government did put its thumb on the scale. And then you had, I think, in the beginning of the first Trump administration, a real effort to say, well, maybe we should just excuse all of Russia's sins. We should let them have Ukraine. And that was not something I wanted to be a part of. And so that was a big reason why I decided to leave the government. At the same time, when I look at friends and colleagues who have stayed around, I'm extremely grateful. I'm grateful. And they were bullwalking anyways. And not even that, because I think a lot of them, like it's hard, I think, during Trump's first term, you did see and Trump gets mad about this, right? That he is sort of the deep state who's fighting against him. But I mean, even if you're not necessarily a bulwark, I think having intelligent people in the room who have some experience, who can sort of at least put their views out there, I think, is so important. And look, I think one of the things that has done Trump a disservice in his second term is he does not have a high caliber of cabinet or advisors around him. He has a lot of people who really should not be anywhere near making decisions. There are a few people there, I think, are quite-- they're good, they're incredible. But it's a much, much lower caliber than he had in his first term. And I think that's part of the reason you've had, frankly, a less successful policy. How do you think we find the balance between having expertise and getting stuck in an old way of doing things? I ask this because I remember hearing one story about how when the Trump administration came into power the first time around, he just told people around him to make calls. He was just almost on like a child-like level. Yeah, like, you know what's best. Go ahead. Not even. He was like, what's happening in South Africa? All right, Eugene, aren't you South Africa? And then he was like, Rudy Giuliani, isn't that a Italian phone Italy? And literally-- I'm saying it in a very comical way, but apparently it was close to this. He just went, hey, man, do you know something? Ask, didn't you go there once? Phone them. You phone them. And people were just using their normal phones. No way. That's how the story first leaked out was that people were conducting state business on what are they called? Unsecured devices like people were just phoning. But-- and this is completely a story that I've heard. So I cannot fact check it or verify it. But apparently that was one of the reasons that the Saudis and I think the Emirates were able to even get to the table. No, get to the table. Having a conversation was because Jared Kushner just didn't know this stuff. And he was like, why don't you want to talk to them? And they were like, what are you talking about? And he's like, why don't you talk to him? And then he was like, yeah, I'll phone him. And you just talk to him, and then the one person just talks with the other one on the phone. And they made progress that they otherwise would have never made if it had been contained within the diplomatic channels of all. Yeah, the static, you know? Even things like which country you phone first. I remember hearing many world leaders were frustrated with Biden's administration because they felt like there was no reaching out. There was no communication. There was no. And then Biden's team would say, no, we're choosing very carefully who we will call first. Protocol. Because it's protocol, right? Which country we reach out to first? Apparently, as soon as Trump came into power, what the every country was phoned? And when I say every country, I mean, if you knew a country, the job was just to phone someone there and just ask someone who asks someone who asks someone who asks someone. And then you would even phone Trump's phone directly. It was in many ways chaotic. I don't deny this. But it did give us an insight into the fact that some of the ways that we do things are a little so stiff, you know? And stayed that like, it holds us back. So how do you-- you know what I mean? How do we find that balance between the diplomatic protocols versus new ways to maybe make progress with countries that we disagree with? I couldn't agree more. I think that, you know, in the process of writing choke points, I spoke to 30 or 40 people who were in the first Trump administration. And one thing I heard consistently was a feeling that it was actually exciting because there was a tolerance of risk. There was allowing people to sort of freelance a little bit more than you did in the Obama administration. It was extremely sort of orderly. And you know, meeting the process was followed to a T. And so I do think there's something to that, right? And I think particularly also with diplomacy, like it is helpful, frankly, to build rapport with other people that have a relationship where people can just pick up the phone and call you. I mean, in my own experience, a lot of the progress I personally made was through personal relationships, the trusting relationships. So I think there's something there. I think when it comes to expertise, though, I don't think there's really a substitute for it. Like I do think you do want people in the room who at least know something about the country you're talking to or about, right? You understand their history, you know some people there, their culture, maybe you spent time there. And certainly when you're talking about the uses of power, economic warfare, you should probably understand like, well, what might happen if we were going to sanction the central bank of Russia? Could that cause a financial crisis in Germany? What would that mean for us? What would happen if you attacked Iran? Would they cut off access to the Strait of Hormuz? Could they do that? What would that do to oil prices? What would that do to fertilizer? How about, could we have a famine in part of Africa? Right. Like, and those are subjects that you need some level of knowledge. I think at the same time, like I don't, having some sort of an ossified class of experts, I also think is not good either. Like I think you should have people changing seats at the table. I think Biden, President Biden, by and large, took a lot of the senior people from the Obama administration and just shuffled their chairs. And I don't think that did him much service, frankly. I think like having some of those people back for sure, very good people, but also injecting some new ideas, some fresh perspectives, I think is really important. In a way, I think of it, it's sort of like football, in a way, is you have some football team soccer, some teams where the coach moves every single player on the pitch, like a chess board, and the team can become so stiff that they can't respond dynamically to changes in the game plan. And then you have other coaches who don't have a game plan, and then that's chaos. But then you have coaches who go, I spend all my time picking the right players and putting them in the right positions, and then I trust that when it's game time, everyone will know what they need to do. And in a way, it's like, I feel like that could be like a perfect balance, is you find experts, because they've taken the time to become experts in these fields, but you also give them a little latitude to say, hey, go out there, make friends, make decisions, move the ball, like switch things. 'Cause I just think we take for granted how much the small interpersonal relations shape the big geopolitical relations. Yeah, you know? Yeah, the big picture. One of the saddest stories I ever saw was the story of how the Israel-Palestine negotiations essentially didn't come together and then did just because Clinton forced the two leaders to be in the same room. Really? They didn't even want to talk to each other? It was like straight up like I don't want to talk to them and they don't want to talk to me where enemies this is this and Clinton said you're going to sit in the same room and he did it arguably for selfish reasons but in a good way he was like I'm going to solve this issue. You're going to sit in the same room and he was like neither of you wants me as your enemy. We're going to sit in this room and they refused to speak to each other for a long time. They just didn't speak to each other, they didn't speak to each other and they would have meals and everyone would meet up and then one day the story goes, one of them just turns to the other and was like how's your family? Literally. Yeah, one of them just turned to the other and said how's your family and the conversation evolved and the next time they spoke more and they never spoke about the actual issues each time, each subsequent meeting and then one day one said to the other, do you actually want to get into, do you want to discuss this? And that's when they made the most inroads, that's when they made the, yeah until that suicide bombing that happened, it looked like there was a path to a two-state solution, it looked like there was a moment in time where Israel, Palestine wasn't going to be what it is today but the biggest breakthrough for me came in the fact that two human beings, two human beings, saw each other as human beings and no longer as like a country's name and because of that they began the journey and like it got ripped away from the world I argue but I even think about that when we use like words like the Russians, I'm a little sad sometimes because I go I have nothing against Russians, I've been to Russia, I went there for the World Cup, I've met Russians everywhere in the world, Russian people forget what they've given us in the world like you know art and ballet and math and like lots of things but as human beings, your men, Russians are some of my favorite people I've ever ever met but then we say the Russians as shorthand for the Russian government and I think what we do is we create the perfect propaganda for the Russian government to use on its citizens to say look the whole world hates us and it's like no, no, no, no, actually we have nothing against the Russians, we have an issue with Vladimir Putin's government does that make sense and I sometimes like that's why people are like hey congrats you got banned from Russia and they're happy for you because they don't realize that you knew human beings there totally they think they think that you're cut off from the government but you didn't lose the government you lost humans you lost friends you lost family members you lost your history you lost your culture and that's that's the thing that I think we forget sometimes when we're having these like geopolitical disputes in the world is even when people like the Iranians yeah man I know people from Iran some of the most fun you'll ever like amazing human beings you don't mean but we then go the Iranians and it's like no bra I wish we were more specific about like the country and that administration in particular the same way no American wants to be tarnished by the bush ears they call them the bush ears in particular if you say to an American man what you guys were doing in Iraq they're like oh yeah the bush ears then you're like ah the American ears mm-hmm Americans would be like no no those were the bush ears because they want to separate themselves and America from that moment you get on say yeah like I don't know I feel like it's like there's like a world where we could try and like stitch the interpersonal just a little bit more it almost feels like the propaganda machine needed a villain all the time oh definitely so I think when you look at the I I love I love reading about the Vietnam war when you look at the Vietnam war there was no really there was not really a villain that the Americans can look at in Vietnam there was no name in Vietnam that people could say Vietnam started becoming synonymous with the war that never ended but there was no human yeah yeah yeah you couldn't find the person right but then when Iraq happened then there was Saddam Hussein there was branding yeah when 9/11 happened there was Osama bin Laden you know and obviously Africa becomes synonymous with dictatorships so but when you point the camera or the lens back at American go you could be going through a dictatorship yourself or you're open you go this is same what I mean used to do to people not want to be voted out elections that are prolonged interference and whatsoever then it becomes difficult for people to to kind of ingest in their own country because it has become synonymous to something that happens over there yeah yeah it becomes it becomes a part from the thing I even wonder actually maybe maybe you best position to speak this do you ever wonder if no no no no no did you ever work in a state department you work in departments what not at the state department stores the department stores the vegetable department many departments perfect department Eugene many departments not the state department do you ever wonder if America's propaganda has been too good and what I mean by that is is it possible that America's propaganda was so good at a time when I argued needed to be every country uses propaganda so no judgment this is just us looking at it as objectively as possible is it possible that America's propaganda was so good that it bred a generation of people who now had a complete inability to create new ideas of other countries because of the propaganda that they'd been fed and I'll tell you where I bring this from when you look at the Cold War and Russia and the US it is fascinating to me that after you know World War II the two nuclear bombs are dropped by the United States the allied forces panic go what the hell has happened here we didn't as you said it was a secret we didn't know you guys had this bomb what the hell is this America goes calm down we've got we've got the bomb will protect you the world's like we we're not comfortable with this this is scary right everyone starts to panic Russia then says America has this bomb and we don't like that they're the only ones who have it maybe we should also try and make one they then posture as if they sort of have a weapon but they don't America then says Russia has a bomb they then start acting like Russia has a bomb Russia then goes like yeah yeah we might have a bomb America acts more like Russia has a bomb and then they push Russia to have a bombing and I'm not saying they forced Russia or you know what I mean I'm not I'm not simplifying it to that extent but it feels like the the the idea that you can have of another country can be so powerful that even subsequent generations who didn't realize that it was propaganda you know watching cartoons like Popeye or Superman or any of these when you get into government you're like I don't trust the Russians why don't you trust by movies yeah but why don't you trust the KGB because from the time you were a kid you were taught not to trust the Russians as a whole and I'm not saying you should just trust Russia the country or the the administration but do you ever wonder if like that propaganda is so powerful that it has limited America's ability to see beyond its own propaganda that it created yeah I mean I think also you know the United States despite the fact that we are and have been for a long time the world's most powerful country we underwrite all of these international institutions we've had sort of embassies all over the world our pop culture as you say is all over the world yeah we are relatively geographically isolated and the vast majority of Americans don't travel overseas they don't live in cities like New York where you have plenty of friends who are Russian yeah anyone can walk by yeah yeah so it's very easy to caricature other people from other countries and I think that oftentimes does us a disservice in foreign policy yeah because it just limits your ability to like I don't know how you negotiate with somebody if you don't see somebody to negotiate with is what I mean how do you even begin that conversation what do you you know you just give them a broad label and then and then you bomb away and then you hope for the best yeah treat them like who but you still every guys take your goods and wish them well let me walk that is definitely one way to think of it so what you do you say I invite the man and you know oh really he's like I'm sure you're wondering the second set of fries you're a really unfriendly guy you see did you believe he does that with the over these guys but look I mean honestly you know it's I wrote a book about economic warfare what and been traveling the world talking about and honestly something I never expected one of the countries where there's the most interest in economic warfare and choke points where I've been going routinely over the last year plus is Canada because the Canadians are like what is going on in the United States why are you hitting us with these massive tariffs why are you threatening to make us the 51st state and I go there and and people are they're looking at us and sort of to your point of like you know Bush era America they're like are you the enemy and and oftentimes the message I have there's like hold on no like we are still effectively the same you know cultural and and ultimately I am still very bullish on us Canadian relations over the long term but you know even very causing a politician, powerful people in Canada are like reassessing whether they can trust the United States. And I think that's because, you know, if you're in a place and all you really do is consume another country by virtue of what their political leader is saying, which, by the way, is now how a lot of the world is consuming the United States, right? It's no longer, you know, Michael Jordan and the Backstreet Boys or whoever, you know, like the 90's, right? It's like Donald Trump, like, is like the, you know, like the avatar of the United States. I think it has changed a lot of perceptions. I mean, even, I don't know, I don't know if you've had this experience, like, when I've been to Europe in the last couple of years, or sorry, I guess the last year and a half since Trump came back, like a lot of my friends, like, well, I'll be having dinner in like Berlin or something and they'll be like, are you okay? And I'm like, it's because like they're just like their only notion of American life right now is like seeing what's on the TV, which looks okay,otic. And like, little do they know, like you can walk around the West Village or Soho or Brooklyn and be like, Oh my, Cleveland, Ohio, anywhere, Oklahoma, you name it, like, you know, and like, maybe in a way that's also troubling and that like your society can be taking a really dark turn, went on to like an individual level, like a family level. You don't really experience it. Yeah. But yeah, it's, it is sort of like a mind-dening experience when you see how even people who are very culturally similar to you, who are your friends in other countries, are perceiving the United States in this moment. We'd expect to know better, in fact. Yeah. So you can imagine what other people think. It almost makes me wonder, just hearing you say that, if America was seeing America doing what America's doing, what would it do to America? Yeah. Like literally, if America was witnessing the United States doing what it's doing now, would it impose sanctions on it? Would it invading it? Would it push for a regime change? You know, that's a, it's an interesting way to think of it, because if your allies are saying to you, you or not yourself, it's almost the same as your friends calling you info and interventions, it'd be like, Hey, yeah, you're not the person we knew you to be. Yeah. No, I think that's right. And look, I mean, in some ways, Donald Trump, at least when it comes to economic warfare, is part of a consistent trend where every US president in the 21st century, from Bush to Obama to Trump's first term to Joe Biden to Trump, second term, has imposed sanctions at twice the rate of their predecessor. Really? So you've seen an exponential rise in the use of economic warfare across party lines. So in one sense, we should appreciate that he is sort of part of this trend. At the, on the other hand, you know, previous presidents, including Trump during his first term, when they were using economic warfare, it was against Russia and Iran and North Korea and China. It was, it was a small group of countries that, for better or for worse, a lot of Americans view just sort of these pariah states. Yeah. Right. Trump, during his second term, has a wage economic warfare, not just against those countries, but against Canada, against Mexico, against India, against Japan, against the entire world. Some points written in Le Soutu. Right. And who does that? Right. He did. Right. I mean, I got hit with tariffs from Liberation Day. They've already been surrounded by South Africa. Right. I mean, what a trick. Yeah. Talk about a choke point, right? That's a real point. That's the right thing. Yeah. So I mean, like that, yeah. I mean, that's not normal behavior. And I think it does have really long term consequences for the United States. Because maybe if you go, we just sort of loop back to our conversation about the dollar, like after we impose sanctions on Russia in 2014, and I was involved in this. It was actually in 2014, before we had any sanctions or export controls or tariffs on China, that Xi Jinping said, hold on a second. If this can happen to Russia, it can happen to us. So it was in 2014, the long, long time ago, that China started trying to build alternative payment systems to the dollar so that they could, you know, buy oil in RMB or, you know, clear their trade through programs that didn't, you know, go through the west. Oh, damn. But it wasn't like Canada was doing that or Japan or South Korea or France, right? It was like countries that saw themselves as potentially allied with Russia or, you know, they might do something similar to Russia, right? Yeah. I don't think anyone in France is right now thinking about an imperialist war in the sort of the way that, you know, Russia has invaded Ukraine, you know, so they don't see themselves like potentially the Russians, but now you do have like that shadow of a doubt all around the world, including in like the UK, you know, including in countries that are like our very close allies who are thinking, how do we build security against America? Damn. How do you create all unchoicable points? Yeah. I mean, look Canada. I mean, to the choke points. I mean, Canada is a petriot state, right? I mean, they're vast majority of their exports are oil and gas. Yeah. So you're point about the convoys, right? Canada sells their oil largely via pipelines. And those pipelines are fixed infrastructure and they only go one direction. So they go south. Yeah. They sell all their oil and gas in the United States. And for a long time, that's been a very profitable business. They've got a very large market for their energy. Well, right now, they're like, hold on. What happens if the US, you know, sanctions us or puts tariffs on us? And so they're investing billions of dollars to build pipelines to the coasts so they can sell their oil and gas to China, to Europe so that they can't be just dependent on the United States. You know, what you're what I'm hearing you say in this conversation is it's so interesting how history will repeat itself. But essentially, in trying to create a stranglehold on like every country and every leader in every moment, it feels like the US has done the exact opposites. You know, like an overbearing parent that tries to control every single aspect of their child's life. Now their child has a secret phone and has secret friends and has a secret life. It feels like that's sort of what's happening to the US now is now Canada's going, oh, can I build my own pipeline? Can I make new friends? Can I grow? Yeah. And then Brazil is going, can we sell food to China? China is going to be buy food from these people. It seems like it has in some ways created the thing in the same way that you said with the Germans at the beginning of this conversation. They were like, oh, we're going to go after all of these people and those people because they were went after, went to America and created the machinery that then took down the German. Do you get what I'm saying? 100%. Wow. This has been fascinating. This is, I mean, because it's ongoing. Yeah. I mean, there's no, there's no, there's no like conclusion in your book. There's no like and then they lived happily ever after. That's what I mean. No, it's just, we're just there. There are two processes right now that I sort of see as like what's fundamentally reshaping the global economic system, the whole international order. Yeah. You have an economic arms race in which countries are looking what the United States has done with choke points, with the dollar, with semiconductors, you know, that we've put an embargo on to China and saying, well, what are the choke points we have that we can weaponize? Because economic warfare, it's a good way to compete, right? Compared with nuclear weapons, which you're never going to use, you actually can use choke points. And so they're doing that. And then the other thing they're doing is this scramble for economic security. It's what are the choke points that make us vulnerable to China? You know, the China could use against us and this why right now in the US, we're investing tens of billions of dollars in our domestic critical minerals industry because we don't want to be vulnerable to this China Chinese choke point on workers. But also now to the United States, where we mentioned Canada, we mentioned China with the payment system. I mean, Europe, you know, they're now thinking can they build alternative to cloud services, you know, Amazon, Google, Microsoft, they dominate the global internet. They build all the infrastructure that the internet runs through. And you're once they own now, they want something that they can rely on. Exactly. And so I think these two processes, the way I see it, are just going to keep playing out until we have a fundamentally reshaped global economy. Yeah. Until globalization is something that we learned about in the history books, it's just a moment in time as opposed to the way things are exactly. I think that's what's happening right now. And there are different ways that could go, right? We don't know what the end point is. But I'm pretty confident that those two forces, this economic arms race and this scramble for economic security are going to continue to play out until we have a fundamentally new global economic order. Then Eddie, you're just going to keep coming back, my friend. We're just going to keep having you back on the podcast. We're just going to we're just going to follow it step by step. This has been riveting. I think like, really, this has been your insight, the way you share things, the way you grapple with them. The way you explain. Yeah, the way you explain. Can I tell you keep doing that? Because I think we take for granted how many new stories people consume on a surface level. But we never actually get an understanding of. And I think you do a really good job of that. So thank you very much for joining us. That's my pleasure. I enjoyed hanging out with you guys. This was lots of fun, man. See you in the department. This segment is brought to you by Verizon. So Joe, most iconic World Cup moments ever. What has to be in the midst of so many, but as a messy fan, as someone who has been given so much joy by messy, I think 2020 World Cup seeing football finally give back to messy. Something that has he has wanted for so long and winning that World Cup. Let me know when I show up, my violin, please. Look, let me know when I should put this in my hand. Like you make like, had come so close in 20. Yeah, but it's not like the most iconic moment. It was singing. No, Joe, come on. Come on. Messy, okay. - Okay, here I'll throw, let me first go. - Messi has been, has been handing for this one up for forever. - Yeah, there's almost just his story. - Imagine you've been sliding into a girls' DM. - Ask, people. - You've been sliding and sliding and sliding and finally she says hi back. That's what he felt like. - Yeah, for you, no one else cares about your DMs. That's what I'm saying. I'm not saying no one cares about Messi's win. I'm just saying as an iconic moment. I'll throw one at you that I think is more iconic. Roberto Baggio missing his penalty. That was iconic, but it was also very traumatic. For me, it's the first moment. It was the first moment that I realized how high the highs in soccer can be. - And how low the lows can be. - You know what's crazy about the Baggio thing for me is how it connected us in a world that didn't even have social media, right? No one had social media. I was in school and kids were talking to each other. You know we called it the Baggio from now on, yes. If you kicked the ball and you missed the crossbow. People, you called yourself Baggio when you did this. It was, you would kick and you'd be like, Baggio. He imagined being one of the greatest attacking players of your time. - The best way in the world at that time. - And then of the one action defines you becoming the verb for missing a ball. - Also, he was a player that I meant. He had drugged Italy. Again kicking and screaming to the final. He had fans over Madonna had a crush on him. - Madonna. - Madonna. - Madonna, the material girl herself. - She had been photographed time and again, wearing his jersey at concerts, out jogging. So you know you're really, you've really made it when the material girl is objectifying you. - She hasn't worn that shirt since. - And then to go from that. - So I can give you that. - That's up there. That's okay, okay. Here's another one that I think could be the greatest. The most iconic moment, Luis Suarez, handball against Ghana South Africa 2010 World Cup. - Yeah, I can't see why you picked that. - Home World Cup, but. - No, forget home World Cup. - Yes, forget, take South Africa out. - Okay, okay. - I know I'm biased, take South Africa. Picture the moment. Ghana is on the cusp of doing what no African team has ever done before. - Reaching the semi-final of the World Cup. The whole world is now like we will all supporting Ghana. - Yes. - If we honest, the whole world. - Yes, but from Uruguay. - Yes, it was Uruguay against the idea. - It was Uruguay. - And then the world was support. Because Ghana was like a Cinderella team, right? So you had South Africa in the-- - Also, this time had African World Cup. - Yes, it was the, and it was Africa. Like Shakira said, it's time for Africa, yes, right? It was time for Africa. Ghana's in this cup. - Ghana is the only remaining country that I've got to go through. The header comes in bound for the net. - And then the hand, one of the goalkeepers. - The hand of Suarez. And brother, the craziest thing was, I loved Louis Suarez. - He didn't pretend, he didn't lie. He just put his hand up, knocked the ball out. - I'm taking one for the team. - Takes the red card. - Do you think he knew his goalkeeper had a chance of saving him? - No, no, no. The goalkeeper was beaten. - No, no, I'm saying the penalty. - Oh, I think the thing is, if you're in the 93 minute and your country is on the verge of going out of the world cup and the keeper is beaten and the body's goal bound, you're going like, you know what, I'm taking my chances and I'm hoping, I'm hoping. 'Cause I think if I stop it now, at least it doesn't go in. - And he isn't in this play. - Suarez played there. - Yeah, he played the advantage is. - Suarez, Suarez is an instinct player. I think that's part of what made him great. I think most other players would have hesitated and I think that's the thing you're saying. He was unapologetic, he didn't hesitate and he knew the punishment that was coming and he went like, you know what, I'm going to gamband risk it. - I wonder if he's ever been to Africa ever since. - No, he's public enemy number one. - He can't, dude. - He's the entire Africa. - He can't. - 'Cause what happened? - Suarez connected us in a way that no leader ever could. - He didn't just connect us. He connected, then I asked for right. - That's what I'm saying. - Everyone who was working. - Together, against Louis Suarez. And the greatest thing is like, I still love him. He still, I love him from Liverpool. I love him as a player. He was at Barcelona. So he's like, he's this lovable. - You love him when he is on your team, especially. - That's the best way to put it. - Yeah, you always love him. If Suarez did that for your team, he's like Dremont Green if he was a bit more talented. - I don't know who this is, a slam. - No. - Who was a bit more talented? - He's Dremont Green. - Damn, the talent. - Oh. - Shots of curry. - Fire. - I don't know where Dremont Green is, but Shots have been fired from Uganda all the way to Dremont Green. - No, because what makes it even worse is, so Suarez gambles. - Yeah. - And then he wins. - Yeah, he did. - Because the penalty, you know, again, as a more genuine almost does it baggy or, you know, he hits across by the penalty, doesn't go in. So Ghana, the game goes into extra time. Ghana is eliminated in the penalties. But what made Suarez even more of a villain is, once as a more genuine misses the penalty, they cut to him on the sidelines, celebrating like crazy while the entire Africa was going through this trauma. - You know what it also left me with is like, everyone says sportsmanship, but I always wonder, if you do something that is part of the game and you're willing to take the punishment, is that not part of the game? - It is. - 'Cause it's not like Suarez shot someone. - No, he didn't. - Right. - And I think he was gritted in Uruguay as a national hero, obviously. But we also pulled from when we're young, that crime doesn't pay, or the villain doesn't win. - Right, right. - The polo, the Hollywood teachers are these, fairy tales teachers, these. And in this one moment, all that was turned upside down, 'cause Suarez actually did win, crime actually did pay. Suarez missed the semifinal, which means they, actually it's part of this and why they lost to Holland, 'cause Holland made the final of the Spain. Suarez would have been the difference, but that probably would have been the difference. - Yes, but you could see in that moment, when you show preference about that moment, you can see them having flashbacks, I think. - My friend, we are all, we're still, people still in therapy. - That was our greatest hope, that moment. But maybe that's why we should be grateful to Suarez, right? As Africans, we've always needed things that connect us as people. We're always looking for moments that bring us together as a nation, right? South Africans have never felt more African than in that moment, right? Which is what we need more than ever. So in many ways, I would argue, Suarez might have robbed Ghana, but what he gives them to Africa. - Long time, yes. - Long-term thinking. - No, here in Africa, as you said, more than anyone, but also the funny thing about that. - Luis Suarez, the Nelson Mandela. - Oh, but of Africa. - No, the funny thing about that moment, the funny thing, Neson Mandela is funny. The funny thing about that moment is, in that particular World Cup, CPU Shabbarra, it's quite the goal, that made, which Shabbarra's goal felt like the moon landing for Africa, like once more kick for man, one giant kick for man, courageous, and then Suarez brought us back down to earth. Same World Cup, two very contrasting emotions. And I think if you're talking about bringing together a continent, or bring Shabbarra, give us the diririum, and then Suarez give us, like the depth of despair. - Despair. - True despair. But man, he gave us one of the greatest moments of my time. - What a moment to pick as an Africa. - Ah. As an official sponsor of the FIFA World Cup 2026, Verizon is bringing once-in-a-lifetime experiences to their customers, including free tickets to matches and pitch-side access during gameplay. If you're not with Verizon, no sweat. Stop by the Verizon store to get in on the action and learn about their offers for new customers. (upbeat music) What now with Trevinoa is produced by day zero productions in partnership with Sirius XM. The show is executive produced by Trevinoa Sanaziamin and Jess Hackel. Rebecca Chain is our producer. Our development researcher is Marcia Robiou. Music, mixing and mastering by Hannes Brown. Random other stuff by Ryan Padouf. Thank you so much for listening. Join me next week for another episode of what now. (upbeat music)

Podcast Summary

Key Points:

  1. Countries that abandoned nuclear weapons or only pursued partial programs, like Libya, have faced worse outcomes than those with nuclear capabilities, creating a paradox in global security.
  2. The U.S. has long used economic sanctions and financial pressure—such as cutting off access to the dollar—as a tool to influence foreign policy, especially in Iran, with success in the Obama-era nuclear deal.
  3. Iran’s nuclear program is seen as a threat not because it intends immediate use, but because it could empower terrorist groups like Hezbollah, and because it demonstrates strategic deterrence through economic warfare.
  4. The Strait of Hormuz has become a critical choke point, and Iran’s use of it to disrupt global oil flow shows a shift in power dynamics, mirroring U.S. tactics and proving the effectiveness of asymmetric economic warfare.
  5. The global community lacks consistent enforcement of the Nuclear Non-Proliferation Treaty, and countries like India, Pakistan, North Korea, and Israel have developed nuclear weapons outside the treaty, highlighting the difficulty of containing proliferation.
  6. Nuclear deterrence relies on mutual understanding and stability, but the risk of miscalculation—such as in false alarms or accidental launches—remains high, especially in tense geopolitical relationships.
  7. States with nuclear weapons, like the U.S., Russia, and China, often face political instability, leading to leadership changes that could trigger dangerous shifts in nuclear policy.
  8. The effectiveness of deterrence and coercion depends not on brute force, but on credible, long-term strategic signaling, showing that economic and diplomatic tools can be more powerful than outright military action.

Summary:

The transcript explores a paradox in global security: countries that forgo nuclear weapons—like Libya—have often suffered worse fates than those that possess them. This highlights the complex incentives behind nuclear proliferation. S.

has historically used economic pressure, particularly through financial sanctions and the petrodollar system, to influence nations like Iran. The 2015 Iran nuclear deal exemplified this approach, relying on international cooperation and financial leverage. However, after Trump’s administration withdrew from the deal and escalated to military action, the strategy failed, demonstrating that economic pressure alone is not sufficient.

Iran, in turn, has responded by asserting control over the Strait of Hormuz, a vital global oil choke point, showing that economic and strategic deterrence can shift power dynamics. The discussion also underscores the limitations of the Nuclear Non-Proliferation Treaty, as several countries—like North Korea, India, and Pakistan—have developed nuclear weapons outside the treaty framework. These cases reveal that nuclear capability often arises from strategic necessity, such as countering perceived instability or external threats.

Despite the risks of accidental conflict or miscalculation—such as false alarms or rogue decisions—nuclear deterrence remains a cornerstone of global stability. Ultimately, the conversation emphasizes that real-world statecraft depends not on flashy military moves, but on credible, long-term strategic signaling through economic, diplomatic, and informational tools. The lesson is that power is not just about weapons, but about influence, perception, and the ability to apply pressure in ways that are both effective and sustainable.

FAQs

The U.S. opposes Iran's uranium enrichment because it violates the Nuclear Non-Proliferation Treaty (NPT), which restricts nuclear weapons development. Iran has been found to enrich uranium beyond allowed levels and has conducted research on nuclear weapon production, raising concerns that it may be pursuing nuclear weapons capability.

The NPT regulates which countries can possess nuclear weapons. It allows only five recognized nuclear-armed states (U.S., Russia, China, UK, France) to have nuclear weapons, while requiring others to refrain from developing them. Iran is a signatory but has been accused of violating its obligations through secret enrichment activities.

The U.S. applied economic sanctions by threatening to cut off countries from using the U.S. dollar, especially through key trade relationships. This strategy, known as 'maximum pressure,' aimed to force Iran into negotiations by creating financial hardship, and was a key factor in the 2015 Iran nuclear deal.

The U.S. withdrew from the 2015 deal under President Trump, citing Iran's continued violations and undermining of the agreement. This move led to renewed sanctions and escalated tensions, and it aligned the U.S. with a more aggressive policy of economic and military pressure rather than diplomacy.

Countries like Iran, North Korea, India, and Pakistan have developed nuclear weapons outside the NPT framework. While the treaty restricts nuclear development, these nations have pursued weapons programs independently, often due to security concerns or perceived threats, and are not bound by its rules.

The paradox is that countries that do not develop nuclear weapons—like Libya—have faced worse outcomes than those that have, such as North Korea or Iran. This suggests that having nuclear capabilities may provide strategic stability and deterrence, even if they are not used, despite concerns about proliferation.

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