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Nike in Freefall, OpenAI Fires Spies, & G7 Dumps 100M Barrels | PBD #867

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Nike in Freefall, OpenAI Fires Spies, & G7 Dumps 100M Barrels | PBD #867

The transcript explores a range of critical business, political, and geopolitical developments. Nike is in decline due to strategic missteps—such as ignoring market shifts in China and failing to innovate with competitors like OnCloud—leading to a sharp drop in market cap from $264 billion to $150 billion. Mbappé’s move to OnCloud underscores a shift in athlete loyalty toward personalized, tech-forward brands. OnCloud’s success stems from strategic sequencing, recruiting Mbappé after leveraging his admiration for Thierry Henry. Meanwhile, AI companies like OpenAI and Anthropic face serious internal security issues, with multiple cases of Chinese nationals allegedly stealing trade secrets from U.S. tech firms. This raises urgent concerns about foreign talent hiring, especially under H-1B visas. The speaker argues for stricter vetting processes and national policies to protect sensitive industries. Additionally, data on military enlistment reveals low participation from certain religious groups, prompting questions about patriotic loyalty. The political analysis highlights how the Republican Party is failing to energize its base, lacking the passionate, authentic voter engagement needed to counter the left. The overarching message is that businesses and nations must constantly re-engage, reinvent, and re-secure their foundations—because loyalty is not permanent and competition is now global and deeply strategic.

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Hey, how you guys doing? Hope you had a good weekend. I know we did. You know, what I have now is I have reminders for people to tell me there's baseball games. And I wish some people wouldn't remind me of one of the games that happened this weekend. But it is what it is. I mean, what could have Cole done? The guy pitches, you know, he does a good job. But hitters, you can't get one hit. So shout out to who was the pitcher's name? Rasmussen. Rasmussen. You've got to give him a shout out. Man, phenomenal job for what he did with that. Everybody kept telling me how special he is. I think he's 16 and 4. But you can tell this guy's a. Dog. Yes, he is. And good for you. But we've got more games coming up here. There's a video I watched. Obviously, we've got a lot of stories to cover. But I watched an interview with Denzel Washington. Let me tell you. The lady asks him a question about what do you think about all the things that are going on in the world and America politically. His answer is something every Republican, Democrat, and Independent should listen to. And I'm going to share that with you here today because I think it's brilliant. The way Denzel answered it. And I think if there's anybody that can break that down, it's Denzel. I'm a big fan of his. And I think it's something we ought to cover. Nike stock is dropping left and right. I mean, you saw the other day Mbappe. Mbappe just signed a 10-year contract, not with Nike, not with Adidas, not with Puma, not with anybody but on cloud. What? Really? Mbappe signs a 10-year, $210 million contract with on cloud. Wow. And I sat there. You know what I told the guys? I said, if I knew Mbappe was on the line, we would have made an offer like that to get Mbappe come to FLB. I mean, eventually it's going to get to that point. But you're watching how the market is open right now with what they're doing. But yeah, he signed a $210 million contract on a major move. Mbappe leaves Nike for wanting to be the heart of its new football category at his prime. This is the all-time leading scorer in freaking World Cup ever. And the guy is now on cloud. So Nike's dropped. You know, Nike. Nike's dropped their revenue in China nine quarters in a row. Their stock has plummeted like this. But nine quarters in a row, they're selling less and less and less and less in China. They made a few mistakes. So it's not just here in America. No, it's not. This is all over the place. It is. And by the way, it's impacting also Jordan's income. Jordan, it's dropped 8%, something like that. You might have to start doing interviews again to play basketball again. He's going to be fine. He's worth $5 billion. But, you know, it is impacting. G7 decides to release 100 million barrels with everything that's going on. West Texas. Oil this morning. Tom told me it's 89.80. And Tom also whispered to us that with Newsom talking about how great a state is, the fourth biggest economy in the world or the fifth biggest economy in the world, diesel is also the highest in America. 8.30 right now in the state of California. If you're in California driving those old Mercedes diesels, you're paying 8.30. That's why my dad used to drive the old Mercedes diesels. You're paying 8.30. Then, aside from that, rumors comes out from Russia. Hey. There may be a little virus spreading in Russia cost this girl's life. She died because she touched the, you know, she was messing around there. Then they put 200 people and shut down Russia saying, don't worry about it. We have it under control. And the rest of the world is supposed to believe they have it under control. And so who knows? We'll get into that as well. I've never heard that. I've never heard that story before. That's weird. I've never seen that movie. An article comes out, data showing that being gay is no longer as cool as it used to be six years ago. Told you. That, so, it is not, I mean, you know, but, and by the way, this is coming direct from CDC. This is not even making fun. This is not trolling or rage baiting. It's CDC data showing it's declining. It's declining. And I, watch what happens when companies like Disney start realizing it's not a good idea. And then kids don't want to be that because naturally that's not how God created men and women to be naturally. Naturally, that's not how it was created. Last week we had Jacob Copston. Jacob Coxon on the anthropic whistleblower and the interview drops tomorrow. And we talked about Chinese spies in different anthropic and open AI organizations. Open AI just fires three safety researchers accusing of sharing confidential company information. And anthropic claims popular Chinese AI model has mythos, class hacking abilities. I wonder where they're getting it from. And if it's being passed down from folks that are working at, anthropic or open AI that are Chinese nationals, or if they're building it themselves, who knows? The reality of it is as a, as a Chinese national, you can work for these AI agencies and companies. So maybe they're just passing on the information to others. Men are losing ground on the labor market. Here's why it's an article from CNBC, which we'll get into. And it, another article by zero hedge talks about 11 million Americans. Workers may need to change careers, switch careers by 2035. Tom Cruise comes out with a movie. What's the movie? We call by the way, digger digger. It's called digger, $160 million climate propaganda film digger. You know what it makes opening weekend mini. Can he tell us what it makes opening weekend? $8 million. The biggest flop of 2020. So let me put it to you this way. Imagine you put $1,600 in a investment that a guy's telling you, oh, we're going to do so well. And in the opening weekend where most of the money is made, you make $80, not $80 on your 1600, the $80 back of the 1600. That's what happened on opening, opening weekend. It's not a good place to be. Then a couple other stories I have here as well as a, how a son views his, views his father at age five, 10, 15, 20, 30, 40. And how it ends at the end, the relationship between a father and son. I want to share that with you. And then, and then Putin tells Russian troops to abandon every standard for war that we have abandoned it. Forget about it. Forget about it. Forget about it. Forget about it. Forget about it. What Ukraine just did. Ukraine makes claims that it forced 250 Russian soldiers to surrender in a daring operation. Can you imagine to get 250 Russian soldiers to, you know, surrender and you're publicly telling this to the world? Imagine how Putin feels. What? And that story makes it back to Russia. You're not going to be too happy about that. But that's the other story we'll get into. And then a couple of last stories we got. France, you know, all the, what do you call it? Rights. That's going on. It's a little messy. Disney's layoffs. Disney's president comes out and says we have to lay off. It's extremely painful, but necessary. I wonder why you had to do it. And then last but not least, first time in history, Besson says that Iran no longer has oil revenue coming in. First time in history. Besson is saying Iran doesn't have any revenue coming in right now from oil. And when Besson talks, Besson doesn't mess around. Besson's not a. Besson's not a rage baiting guy. Besson's not trying to play strategy with you. He's not trying to play the power plays. Trump gets those games. Besson doesn't play games. Besson's the guy when he says that's happening, that's happening. And people better recognize when Besson's saying certain things. And to the Republican Party, there's a lot of things that are out there. There's four types of voters I want to tell you about today. Four types of voters. And the Republican Party is making mistakes because they're getting a lot of third type of voters. And the third type of voters sometimes are the worst type of voters. And I'll tell you about it today. Hopefully we'll get into it. With that being said, got some news for you guys. Obviously with these loafers that we have that, you know, in the market right now, anybody and everybody that's buying them, wearing them, the reviews are unbelievable. If you haven't yet picked one up for yourself or your spouse, your husband or your son, these are the most comfortable loafers you'll wear at a very reasonable price, made in the same facilities that they sell them for $800 to $2,000. Ours are $250. I want you to check it out. I want you to watch this clip here. Go for it. And made in Portugal. Their craftsmanship is a way of life. For those who move through life differently, from sunlit decks to nights that never need an occasion, every detail is considered, every step effortless. Crafted from fine suede and built with builder technology, designed to move with you. Because true luxury isn't about being noticed. It's about how you feel. How you feel when you arrive. The FLB Icon Loafer. Made for the life you've earned. Can you do me a favor and go to FLB.com? If you go to FLB.com, go to FLB.com real quick. I'm going to show you something. Just click on there right now. The first shoes. Go back one page. Yeah, go back right there. There you go. Good workshop. Not that one. It's the loafers. If you can go to the loafers on the main page. There you go. Beautiful. Thank you. So size 8 is already sold out. We only have 9, 10, 11, 12, and 13. But I want you to go a little bit lower. Go a little bit lower, lower, lower, lower. If you compare our billionaire loafers with others, whether it's Laura Piana, $11.50. Whether it's Hermes, $12.75. Or Todd's, $7.75. Or Brunello Cucinelli, $13.50. Ours are $2.50. And the quality of it. It's Italian suede, leather, craftsmanship. All the stuff that you get. But $2.50. And the reviews are incredible. Anybody that orders right now, just today, we're going to put the suede care kit. in there as well with every single order If you haven't yet ordered it, try it for yourself. You will fall in love with it. We have different colors for you to choose from, brown, navy, as well as stone. So go to FLB.com and place your order. With that being said, let's get right into it. Nike. Nike story comes out that a guy like Mbappe, who's the biggest face of soccer today, I don't know if there's a name bigger than him. The guy's won a World Cup at the age of 19. He almost won a second one. He almost went to the third one. All-time score in the World Cup. Nike loses Mbappe to on-cloud. Not to Puma, not to Adidas, but to on-cloud. How does Nike lose the biggest soccer star today to on-cloud? And you see how Nike's shares in China, quarter after quarter after quarter, has dropped. Greater China revenue dropped 22% reported, 26% currency neutral in the last quarter alone. And by the way, nine quarters in a row, which is a little over two years. China, Nike has lost their revenue in China, nine quarters in a row. Nike lost ground to faster-moving competitors like on-cloud, Adidas, Hoka, and others. At the same time, we talked about this last time, Tom, the fact that their wholesalers, they started becoming competitive with their wholesalers. Before, they would sell it to wholesalers. Now, Nike got cocky and said, we don't need wholesalers anymore. We can sell it on our own. Don't worry about it. You guys are lucky. And they're like, wait a minute. What are you talking about? You're cutting us. We've been the wholesaler for you. They cut them. And then their digital is shrinking. Nike Direct fell 8%. Nike Brand Digital fell 13% for fiscal 2026. The Jordan brand and sportswear business has also weakened. I'm sure Michael's not too happy about that. Revenue growth has basically disappeared. Fiscal 2026 revenue was only $46.4 billion flat reported and down 2% currency neutral. Turnaround has taken much longer than Wall Street hoped. Elliott Hill returned as CEO in 2024. He is now the first president of the United States. He has made some changes, but nothing that's crazy right now. So, Tom, when you're looking at what's going on with them, by the way, let me give you some market cap numbers. At the end of 2021, Vinny, Nike's market cap was $264 billion. Jeez. Okay? $264 billion. Do you know what their market cap is today? $150 billion. I don't know if you heard what I just said. $260? That's like you have $262,000 in the bank that's down to $50,000 in your mutual fund. Oh. Wow. That's like you went from having $2.6 million in your 401k. It's down to $50,000. It's down to half a million dollars. From $260 billion to $50 billion. Tom, what happened with Nike? So, here's what happened with Nike. Nike did three things to itself. First of all, it decided that what it was seeing in all the direct-to-consumer stuff, it was going to go after. It goes after direct-to-consumer. And it did so on logic. And the logic was this. Malls are having more transactions. They're having more trouble with foot traffic. We've all read about malls. Of course. And so, Nike was sitting. Remember, they're not dumb. They just made what turns out to be a bad decision. They're in the boardroom and saying, how hard should we bet on Foot Locker with all this mall stuff going away? Should we protect? Should we sell direct-to-consumer? Well, they had some strategic decisions to make, therefore, about distribution. But they fumbled it. They pissed people off. They didn't do it moderate. They didn't look at – I don't think they looked at data hard enough. I think they're more emotional. I think they're more emotional about it, basically what I've seen. And, by the way, Elliot Hill wasn't there. Elliot Hill, you know, was the CEO that got brought back after being gone for two years, right? He came out of retirement two years ago in 24. And so, they're like, hey, who else came out of retirement? Major U.S. brand. Major market cap problem. Howard Schultz came out of retirement at Starbucks. But then they went off and got Brian Nickel. And guess what? It's shifting. It's turning. The guy comes out of retirement. Howard says, we've got to do this. We've got to fix this at Starbucks. And we need a guy to drive it. They go get Brian Nickel. And look at what they are. They're turning it around. So, first, they have a distribution. The second thing they have was product. Product was getting kind of long in the tooth. And they completely missed. Did you know that the guys that created the on-cloud foot brought their foam? And they took a garden hose and they cut three segments and stuck it in there to make those openings that you see in the on-cloud? Yes. Do you know who they brought that to? Well, Nike. You know what Nike said? No thanks. We're good. We're doing our own things with air flight and foam and everything. We don't need it. So, they do that. So, they missed it. So, what happens is Nike kind of has missed some of the innovation and stuff that was coming. And they've been relying on Air Jordan, which isn't a bad thing to rely on, by the way. No, of course. It's done well. And then they started getting into all of their retro shoes and helping the sneaker heads. Like, you know, the Air Max 95, any color, any way. Yeah, yeah. And you have the Air Max 95 half sole, full sole. They have product that's kind of long in the tooth. And it didn't really take off. There's Air Max's right there. You know, I had pairs of those gray ones right there. Yep. Yep. Great, great, great, great shoe. So, the second was distribution. And then the third was they ran into the audience. They ran straight into the audience. And what they did, the audience wasn't ready for all the Nike stuff. They should have taken. Advice from Michael Jordan. Republicans buy sneakers, too. And they went headlong into the Nike thing. It got really, really weird. And you know what? People didn't like it. Core people didn't. And they didn't like it at a time when alternatives were showing up in the market. All of that has come now to put them in position. And then Mbappe, as Pat already covered, says, you know, what brand do I want to bet on? A brand that's going to grow. And. On cloud or on technology gave Mbappe the same pitch. I went and looked it up. Remember, Nike will build it around you. You won't be just another guy at Converse and you won't be a person at Adidas waiting for them to decide. You will be you and we will build this around you. And you remember the movie Air and that Hollywood, you know, glamorize it a little bit. But one thing was truth. Sonny Baccaro and them sold it. And so now on just sold the same thing to Mbappe. Nike is yesterday. We're. We are cruising. We are going to the future. Great technology. Vinnie, what are you? And Tom, I want to ask you a question. Is there is there an opportunity for them to get out of this? Number one. And then number two, is this the time, you know, when the stock is low to buy? And let's not forget, these guys embraced how many controversial from Dylan Mulvaney to Colin Kaepernick to all that stuff. And they forgot about their their core customer base. Tom, OK, now they're cutting all the jobs. They're doing all this, you know, restructuring. They have to return to sports and athletes. OK, the formula. Like, it's not like I still am shocked. This is night. This is one of the brands where you're like, it's there's no way, Pat, you know, this is going to go down. I'm going to tell you this, though. Last week was my last day with PHP agency. September 30th. I wrote my letter resignation. We had agreed nothing bad. It's just we already knew that you're in advance that this day was coming. It was an automatic resignation, not like a what a non-compete starts on that day. And not that I'm trying to get back into space at all. But I wrote a long email when I tell you a long email. Like one of those emails where only the people that are involved in. I got a lot of messages, a lot of calls from some people who were calling me and telling me, hey, you know, I was emotional with this thing and I was emotional with that thing. But I talked about the threats and things to be careful with. So you're asking a very good question. So. I remember interviewing a guy that they wanted to hire as the potential CEO of the company. And I asked him, I said in the interview, I said, what do you think about capitalism? Well. You know, it's got some good and it's got some bad and it's got some this. And what do you think about this? And what do you think about that? And I'm like, I don't know if it's going to work. And I told the guys, I don't think it's going to work out or not. Why is that? We have a very strong culture. So if you come in and you don't speak that culture, you're going to lose some of our best guys in the company because culture is what kept people here. So who approved these hires? And how much control did you lose in hires? To believe two of the greatest brands America's ever produced, Nike and Disney, made the same exact mistakes. What made you believe it's okay for them to go talk like this? Was it ESG? Was it too much DEI? Who were you trying to win over? You were trying to win over Colin Kaepernick? Dylan Mulvaney? Who? You know what OnCloud did? They went and hired somebody called Thierry Henry, who is one of the greatest players of all time in soccer. You know, you've always seen a video with him and Ronaldo and him and Zlatan did a great job with commentary. They brought him. So guess how sequencing works. OnCloud says, who does Mbappé admire? Mbappé admires Thierry Henry. So they went and brought him. And then he went and recruited who? Mbappé. Where is Thierry Henry from? Who did he play for? Where is Mbappé from? So it's a very good strategic move that they made. So, hey, if we want Mbappé, who do we get first? Sequencing. I think they, you know, sometimes in businesses, you think your customers are going to be there forever because you won them once. Are you going to win them over? No. In business, there's this concept that we always talk about is you have to re-engage with your customers. You have to re-recruit your people. You have to resell them the dream. You have to re-ignite your consumer base. You have to re-excite, re-enthuse everything. You're in the re-game. Yeah. So guess what? If you don't like the re-game, sell and leave. But if you want to stay in business and compete, guess what you need to do? do? You need to read earn everyone's business over and over and over again and nike screwed up they thought they're gonna have the customers forever they thought the retailers owed them shelf life forever they thought the china thing was like oh printing money china is going to be with us forever they don't realize china sells your products versus copies your products and gets rid of you and then start selling it their own products that they thought they're going to have the jordan brand forever and it was going to be a blue chip stuff they thought these players were always going to come to nike not go other places and it's a it's a mistake that you see happen regularly over and over again across the board with every industry adam final thoughts before we yeah there's there's a lot to say you know in sports you you have uh hills and mountains that you have to climb like look at the lakers for an example so in the 80s the lakers were the best team on the planet them and the celtics then they had i don't want to upset you pat 10 years of absolute nothingness and then they had to reinvent them cedric sabalas tony smith said they'll treat nick not that point elvin campbell not that bueno then they got shack and kobe and then they went on a run again yep and then 10 years of nothingness and then kobe got pal gasol the point is that the lakers were the best then they kind of sucked and they became the best again they had to reinvent you think that's going to happen on ikea i'm just saying that at the end of the day you're going to have to reinvent yourself they've had this magical 40 year run here's the question for you yeah do you think going woke is a permanent loss of one year two years of customers do you think it's a decade or do you think it's a 20 year mistake honestly when once your brand loses its reputation i don't know how long it's going to take to reinvent yourself i don't know how long it's going to take to get back maybe never what but but are you understanding the question i'm asking yeah i'm asking a question tom because sometimes you make a mistake and you ask yourself is that a one month three month mistake setback is that a three 12 months or is that permanent let me give you an example go ahead colin kaepernick when you think of colin kaepernick what do you think of kneeling victimhood sure kneeling not respecting the flag who embraced them wholeheartedly nike did i think of nike 40 million dollars so to me when i think of nike i don't no longer just think of mj they had best athletes in the world mj kobe what are you saying serena permanent tiger now i think of nike i think of uh colin kaepernick and they're trying to reinvent themselves with the wnba caitlyn clark asia wilson sabrina unesco i can't believe i even know all these names where's the big name i guess here's my number one question where's the next mj you didn't answer my question the question is how long is this last i did answer the question i said it could potentially be forever so it's not a one or two year thing okay so so to me there are certain mistakes that you you make that are fatal and never comes back and sometimes when you make those mistakes there are customers that every business owner is willing to lose because if you're if you're if you're if you get to a point where you're like well like imagine if we said do we really want to lose the socialist listenership to the podcast yeah think about what i just said right now yeah do we really do we not want to have the communists listen to our podcast okay do we really want to have the do we not want to have these guys that are sympathizers of terrorists listen to our we want those guys don't we want no sometimes we're good but there's a difference between messaging we're in a different business we're giving opinion we're in a business of opinion right we're giving our opinion this this business is not the business of opinion this isn't a business of just do it this isn't a business of eliminating excuses they got into the opinion business once they got into the opinion business you permanently lose some of those people exactly it's very simple so that that's that's what could happen here let me get republicans by sneakers too let me get to the next story i'm going to get to the next story next thing i want to get into is what happened with ai spies that are getting into open ai and anthropic and this goes with the conversation i had last week with jacob cox and the anthropic whistleblower that came out and said hey you know tesla cannot have any chinese nationals work there but anthropic and open ai can and i started thinking what do you mean by that this interview drops tomorrow so watch what happens a couple of those a couple days later in a story a couple days later open ai fires three safety researchers accused of sharing confidential company information what three researchers have been fired from open ai after allegedly sharing confidential company information with a third party ai safety organization sources told wall street journal the three worked on the company safety team we have parted ways with three individuals for violating our policies on accessing and handling sensitive company information and open eye spokesperson said our investigation confirmed that these individuals mishandled sensitive information outside established company procedures violating our policies and breaking the trust essential to our work the firing came as open and other major ai companies have disclosed incidents involved ai models engaging in unexpected behavior or autonomously accessing other company systems open as has outlined three six instances of what it's called misaligned behavior including models creating self-generated instructions concealing mistakes in task summaries fabricating information using exposed ai keys and engaging in unsanctioned communication between agents open ai safety leaders also decided not to release its new ai model gpt 6.1 astra due to safety concerns for anything regarding safety and alignment there's a trade-off uh open ai's head of safety system said the model didn't quite meet the bar so tom when this how much more of these types of stories do you think we're going to be hearing moving forward uh we're going to hear a lot of them and i'll tell you why we're going to hear a lot of them because in related news just two days before that uh they say anthropic says hey we're looking at an ipo the week of november 9th as early as the week of november 9th uh as long as we can get coverage at two trillion dollars in valuation so why are they saying both of these things at the same time and remember they put the um the s1 was a um a confidential s1 that they put to sec.gov so we need the s1s for companies that are going public we can't well anthropic says no no no we think we could go out as early as november 9th two trillion dollar valuation well if that's what they're trying to do then they have to clear the deck pat of all this pr and so what better way to clear the deck of the pr i know we came out and said we worried about this i know we were talking about you know hugging face i know we were talking about this we fired three of the bastards ha we're taking action i think it's that i think they're trying to i'm being a little dramatic but i think what they're really trying to say is hey we take safety seriously this is a way of saying we're responsible it's not like anything crazy happened it's it's for investors to say oh wow look how responsible open ai is correct and to pull back any congressional here's a bad word hearings that might be going on when you're trying to go to wall street because you can't do both people say wait wait we're not going public if you're in the middle of congressional hearings i'll go in for 60 days on um ai safety you know sorry dude you're not going to do that no one will let them the sec will come out and say stop we're we're investigating all these safety things you're not going out remember the sec has to allow it so i think it's i think it's both i think they're trying to look responsible as you say this episode is brought to you by google chrome you think you know a browser but gemini and chrome that's new it can help you with practically anything on the web like restoring a vintage motorcycle from a 50 page restoration block or finally break down that long article you've had open for weeks gemini and chrome is here for it ready to make anything online make sense there's no place like chrome check responses set up required compatibility and availability varies 18 plus tammy regularly hauls stuff to her kids at college that's why she shops at bj's wholesale club saving up to 25 off grocery store prices beef jerky microwave meals laundry pods even they can't screw up have you met my kids and with bj's gas she gets there for less they call me the road warrior this is your home road warrior mom home of the save join for just $20 at bj's.com slash mesquite and save 10 cents per gallon for six months open soon limited time offer new members only bj's home of the save you're listening to a quick ad you know what else is quick selling your car on carvana just put in your vehicle information and we'll give you an offer done no hassle no negotiation no guy from an online listing lowballing you which means by the time i'm done explaining this you could have basically done it so still haven't started hey better late than never sell your car today on carvana pickup fees may apply get more from every job with kubota construction equipment from svl compact track loaders to kx compact excavators kubota brings proven performance smart value and job site reliability to the crews who count on their equipment every day built for demanding work and backed by dealer support kubota equipment helps crews stay productive through long day days tight timelines and tough conditions performance that pays you back get more from every job with kubota construction equipment adam where you at with this one look i haven't followed this exact story but uh this isn't like this one person they fired three people they fired i wonder what's the basis of the story were they working together these three of these people tom are they independent i'm trying to go deeper on this story but then i have a an overall well let me do this while you're thinking that so let me go into this so what i'm concerned about is the following i want to know how often this has happened with chinese nationals because you have to like were these all chinese national what what does it mean no not necessarily no what does it mean when people are sharing sensitive information what does that mean it's espionage okay so and who are you sharing it with we didn't really know who they're sharing it with like where did it go when i go and i think about things that concern me here's what i think about There's a few different people. Think about Google. A person named Lin-Wei Leon Ding at Google, a PRC national in Google AI engineers, prosecutors said he stole more than 2,000 pages of confidential AI material involving Google's TPU-GPU supercomputing infrastructure while secretly affiliated with two China-based AI companies. So in January 2026, he was convicted on seven counts of economic espionage and seven counts of trade secret theft for the benefit of the PRC. Can you look up this name, please? Lin-Wei Ding, Google. L-I-N-W-E-I, then D-I-N-G, Google. Yeah, this one right here. This just happened, just so you know. This just happened a few months ago. You got another one with Apple. Zhe Long Zhang. Obviously, you don't have to ask if these guys are from Afghanistan or U.S. or Brazil. It's very obvious. Former Apple self-driving car engineer. He was accused of downloading autonomous driving trade secrets before planning to work for Chinese EV company, Zhepeng, and arrested while trying to board a flight to China. He later pleaded guilty to trade secret theft. By the way, just so you know, and this is recent. Then I'll give you another one. Wei Bao Wang. Where do you think he's from? I'll let you guess. I'm going to keep going. From the Wu-Tang Gang. Former Apple autonomous system engineer. Prosecutors allege he took Apple source code, and technical material after accepting a job. You're going to see where I'm going with this, where my concern is. A job with the U.S. subsidiary of a PRC-headquartered autonomous driving company. Okay? By the way, you know who got involved in this? The FBI got involved in this. Of course they did. This remains an allegation, not a conviction with this one. Hao Zhang. Where do you think that guy is from? Skyworks. A PRC citizen who worked at Skyworks. Prosecutors proved he and collaborators stole wireless semiconductor trade secrets and used them to build a competing. operation tied to Tian University. And DOJ described an instrumental. as an instrumental of Chinese government. He was convicted of economic espionage and trade secret theft. I'll give you one other one here. Weipeng. Avago Technologies. Another PRC. By the way, there's two Weipeng apparently. Weipeng. Two Weipengs? DOJ alleged that he and Zhang took FBAR semiconductor technology and shared it with conspirators. Again, a China-based venture. He was charged on the same economic espionage. Okay. So you know some of the people on MAGA or Republicans that are not happy with Trump in what area? The one area where he's like, yeah, we want to have 600,000 Chinese students come here and go to our universities. And China would love for that to happen. Why would they love to happen? You think they're just coming here to learn our stuff and take you back to China? Or do you think those people that are coming here are true believers of China? They want to come and get the intel, see what we're doing, move into our companies, you have to be very, very careful with how China runs. The U.S. model is you have two terms when you become president. You come in, if you're doing a good job, you get reelected. If not, sometimes you win. Second time, the other side cheats. Then you come back in. Sometimes these types of things happen, right? But if you think for a second China's not thinking long term of coming in and stealing what we have and sending it back to them, their loyalty is not to U.S. Their loyalty is back to China. They're not in America. America because they love America and they love the company they're working for. They're here to share the intel back with them. So my concern is, do you make a law in America that Chinese nationals cannot work for these AI companies? Is it the law that does it or is this the company itself that has to do this? But you can't wait for the company because the company is going to want engineers. So part of this goes into, do you talk H-1B visa? Do you go into a lot of Indians are coming here? And J.D. Vance just kind of talked about this. Recently, I don't know if you saw that over the weekend. These are true, real concerns that people are thinking about. You know, one of the things you taught me, you said, listen, here's how I do business. You said, I hire slow, but I fire fast. So to me, I mean, would you break that down? There's a very strict vetting process if you're going to let somebody into your world. Why don't American companies operate like that, especially in the light of this China situation or whoever these safety researchers are? You just read how many Chinese names that did this. I mean, I feel like the vetting process needs to be completely profound in this situation. How would you go about this as a publicly traded company, let's say, or even private company? So remember, not everything is a deal. Not everything is about making deals. The president is a dealmaker, right? There are some things that there are no deals. It's not on the table. You give me, like today, this morning, I'm talking to one of our guys, Dan, 18 Delta, and we're driving. We're having a conversation about what happened to France. I said, let me ask you a question. If you had a choice between being a billionaire or having been in Delta Force for 10 years, which one do you choose? He says, it's not even close. I said, what do you mean? He says, oh, it's not even close. I would choose Delta. Really? Oh, he says it's not. So you see, that's core values to this human being. I respect that because money can't buy the dream that he had in place. There are certain things in America that should not be for. Sell to anybody. And this is one of those things that shouldn't be for sale for no matter how much money you want to give me. Something shouldn't be for sale. It's like how many social media platforms that are American owned are based in China. None. None. But how many are here? Exactly. So, you know, it's kind of like the rules of the road. There's a binary situation going on here. How many American workers are working in China right now? Very few. Very, very few. And if you don't think that they have some guy named Rick just working at. Huawei. I want to see what Tom's going to say about this. Tom, what would you say about this? So take a look at this graphic. I don't know if the audience can see this. This is the self-reforcing visa wheel. Now, why does it happen? A H-1B visa holder, your spouse is allowed to get an H-4. If your spouse has an H-4, then they could form an LLC and they form staffing firms. The staffing firms reach out and help other people get H-1Bs. Why is this happening? Because we've created a market for it. Why do we create a market for it? Because it's California. Is California liberal or conservative? Huh? Liberal. The people that are running technology companies, are they largely liberal or conservative? Liberal. Liberal. They're in favor of bringing foreign workers over. And by the way, at the end of it, they may be liberal, but they sure as hell are capitalists because they want lower cost engineers. And they bring over tons of lower cost engineers through this, this process. I'm not okay with that. This shouldn't be for sale. This is except, Pat, this is the problem. But this is mostly from India, though, correct? More H-1B, I think, of India. India is a lot of it. But you are also seeing it from mainland China, and you're seeing it with spies. And China is even more sophisticated. They don't want to go through the more visible H-1B. They talk our president into what? Allowing the students to come over to the college. Both have to stop. America cannot be for sale. Why would Trump want 600,000 students coming from China? You have to shut down the college angle. What's the methodology with that? I'm not in the room. I didn't become a president. So let me just start with that preface. So whatever I say. If I say he can do whatever he wants to do, he became the president. I'm not the president. If I became president, maybe I would have done it a different way. But again, I don't have access to all the information. You just have to realize, when you go to a negotiation, not everything is on the table. Like, you asked me a question about relationship earlier. We're not going to talk publicly. We're not negotiating this. In certain things in life, we're dictators. As a parent. Not everything is negotiable with the kids. There are moments where a parent must be a dictator. To allow these guys to come and steal our stuff and even think that they're going to be loyal to us, it's a numbers game. Say you've got 500 of them. How many Chinese nationals do you need to be 100% loyal to China to share our information with them? One out of 500. You don't need all of them. So it's like, well, it's not all of them. It goes back to the same argument with, you know, not all Muslims are, you know, but hey, 1% is a lot. Half a percent is a lot. Two billion out of two billion? So to me, this is the part when sometimes Israel comes here, Adam, and I have a problem with this. This is the part that for me, I'm not the guy that's part of, oh, my God, everything, everything, something happens, it's Israel's fault. I'm not part of that camp. But I tell you, if you're in the U.S. and you serve the IDF more than you serve the U.S., I question your loyalty. You know what's the only bottom two religions that don't join the U.S. Army? It's Jews and Muslims. Why not? What's your loyalty to? I'm a Christian. I serve the military here. So it concerns me when your loyalty is to a different country. I don't play those games. Right. Sure. And I'm not the conspiracy jumping all this other stuff. I think there needs to be a certain level of, no, if you are this, you can't work here. We're not sharing this technology with you at all. This is not a regular thing to collaborate with and cooperate with just because you want to get these other three. Right. Right. Right. Because everyone's going to say it's impossible. But the ramifications of this deal, we're not going to see for 20 years when we have three other presidents now. So I think it's, like I said to you, I want to preface everything. I didn't win an election. I'm not in Durham. I don't have access to all the information. I'm just giving you my opinion. This makes me uncomfortable. It's that simple for me. It makes me very uncomfortable. Did you hear what happened, like, last night? What's that? What's her name? Jin Fang Zhang. She was arrested at LAX. She's accused of working for the Chinese government, spying. I see. On Taiwan's son, his wife, his kids taking pictures of his carpet why would you be sending that back to china so they have leverage if god forbid something happens we got your we got your son right you got your wife and it's act remember during biden remember all those videos tommy you actually sent me the video all these chinese nationals bringing them into the border standing there none of them spoke english but besides a terrorist guy dressed much differently than a lot of people that you could see were mexican refugees absolutely coming from northern provinces you know this h1b visa thing that tom just posted yeah you know 73 of the h1b visas are from india 12 are from china right you just have to also know but people are bringing these concerns but let's be super clear yeah are we more worried about what's going on in india or with china by the way i'm worried about both sir sure and but because what's more of a worry i'll give you my answer and it's china it's not even a question in the next five to ten years it's china yeah don't get it twisted india is doesn't think low of themselves they think very highly by the way they should they're they're the most populated country in the world they're the biggest democracy in the world they have and we have a decent relationship with india they should but we have rival yeah we're rivals with what i'm saying to me it's different levels of competition you cannot sit there and just think about crisis today we built china into a behemoth because of what nixon did china's a nobody without what america did for them and opened it up china's a nobody without what japan told them on what to do opening up all these banks instead of just having two national banks and you're not lending money so so to me we built a monster and now that monster who used to be hi how are you oh very oh yes oh yeah we're so polite behind closers we're gonna eat these people alive they don't even know we're gonna crush them only the paranoia survive baby and so you know my paranoia is to protect the greatest country in the world and that's america it's that simple and if you have those philosophies and ideology it's what i'm going to be doing and i'm going to be doing it and i'm going to be doing it and i'm going to be doing it and i'm going to be doing it and i'm going to be doing it and i'm going to be doing it and i'm going to be doing it and i'm going to be doing it and i'm going to be doing it doesn't mean i'm not in the room negotiating with you it doesn't mean i'm not in room talking but there are certain things that should not be for sale this is one of them would you completely limit h1bs no no no i'll tell you what i would do i'll tell you what i do in one sentence answer the question and then i'm gonna come to you would you completely eliminate h1bs from china so so to me the way i see this uh uh adam is say you take companies that have direct impact or maybe they're partners of america the u.s government have access to information so let me explain so let's just say an anthropic let's just say palantir let's just say whoever these companies are that are working as a partner to the u.s government that get access to certain information that is very highly intellectual property to us like a public private partnership yes it goes pretty if i have things like that not one single chinese national can be working on that i'm with you not one i'm with if you're working at nike and you're working at certain tier it's like let me put it to you this way there's security there's certain level of secret clearance and what you're doing dude there is limits of where you're going on with certain industry i'm not even letting you compete with your concern would you do that same thing with india or just with china i would do that with that them as well really again it would you do that with every country by the way do you know do you know do you know do you know where hindu lie where hindus lie and they're joining the u.s military can you do me a favor can you ask a simple question what religions or what what's the way to ask it what um immigrants that came to america or ask the question two different way what immigrants that come to america join the military the highest you know we did this research before so i know you have it connor i know you're in the back looking at this you handed me this research so it came from you join the u.s military why is that important to me always pay attention when people say the following i would never let my kids join the u.s military when people say that there are people that say this on social media if you haven't heard them already that is one of the scariest things somebody says who lives in america you know what you're saying what are you saying oh i'm sorry where does patriotism come from what is the ultimate way of showing patriotism serving okay so now don't get me wrong you can be a soldier in the military under a democrat or republican or you can do all that and not be happy with the president like you weren't happy with bush or some people were not happy with all this other stuff but the question becomes there needs to be patriotism i watch you know who's number one by the way that joins the military i think it's presbyter is it non-denominational presbyterians i think catholics are number two do you find it can you zoom in please yeah watch this this is it yeah zoom in a little bit look at this protestants are number one biggest percentage of those that join the military you know what's the lowest one after jewish hindu that's where i was getting to you see the point of the question is you know what's the lowest one after jewish hindu that's where i was getting to you see the point of the question is you know what's the lowest one after jewish hindu four percent jews are above them by 0.03 to 0.07 look at where muslims are at 0.15 then it's buddhist and guess where those four people are from not so your loyalty isn't to america why don't you join the u.s army the u.s navy the u.s marines i have a problem with that so i look at you and i say you claim you're a patriot i am tell your kid to join the military no i don't want to you're not a patriot then you're just here to take advantage of the opportunity to join the military and you're just here to take advantage of the opportunity so when you're telling me am i also concerned with indians i am simply because of this data contribute to society what do you think the parents are telling their kids i i have a and by the way keep this in mind i'm not telling you well they're like well you know you raise your kids the wrong way we tell our kids to go be engineers doctors and this i respect that i think the style of indian parenting i've done a video on them to compliment them on how great they are with discipline and challenging them and pushing them you know that one book called tiger mom or something like that blew up so millions of copies of chinese it's like how hard mothers are and shout out to mario's mom i think mario needs to write a book about his mom though those stories would it would blow up it's a very different story lester molester but those are those are different kind of things we're talking about but uh but i would consider china china an enemy or a competitor i would not consider india a competitor i would consider israel and alia for there's different levels my level of paranoia for china is at a 90 my level of paranoia for india is at a 40 okay and my level of israel not encouraging their folks to join the military here is at a 15 i judge you i'm with you exactly join the flipping military encourage your kids to join and serve well it's more about just giving back to your country it's not so much just joining the military how do you you could show your patriotism by not joining the military that's not the only qualification of but why don't you why why don't hindus join the military at all i don't know i don't know why i don't i didn't join the military that doesn't make me less patriotic i went to college but wait a minute football but but i get it but i'm sorry adam jews go join the idf very high they have to what do you mean they have to why mandatory well it's in your in israel it's mandatory why why do they though ask i don't know i don't know i didn't do that either so ask that it's called patriotism towards their country yeah and i have a problem with that i have a problem with hindus buddhists and jews who don't want to join the u.s military i'm sorry i'm a freaking but it doesn't make that doesn't make people less patriotic they don't sign it is a there's two different things going on i believe look i'm not making friends today trust me again by me saying this i'm not making friends but i'm talking about with the audience watching this i'm saying this to tell you there are certain things i don't compromise america has to realize the future of war is going to be very very different very very different we don't just want our brilliant folks to go join the military we don't just want to join the military we don't want to join the military join anthropic open ai we also want our brilliant folks to go join the cia we honor brilliant folks to go join the fbi we want our brilliant folks to go join the military we need mi in the military god knows we need a lot of it right now because shit's getting real so this isn't a parent needs to be able to say i got a smart kid hey let me tell you you're going to military go mi move up go cia go fbi go do something that you're contributing to your country to protect because the enemy is trying to take this away from us so i don't want to stay on this story too long i want it wasn't even in my plans of going this direction but i think i think this can by the way and this is a good time for me to go and segue into the four types of voters okay you know what the four types of voters i think there are here's the four types of voters my opinion so and this goes to republicans and democrats you know what one type of voter is the one that you piss off and they choose to vote the other way what percentage of republicans you think are going to vote democrat this very few i know but what do you think it is three percent i think it's less than that i think it's one percent what percentage you think will vote independent or libertarian what percentage of republicans i'm so sick of it i'm so this is a candidate registered republicans registered republican i think there's probably five percent and they were probably very recent republicans that go back to the independent so they were independents that came that will go back because they're pissed off with certain things you know it's the second type of voter you have the one that sits it out he's like you know what i'm not even going to vote in florida not excited about what you guys did i'm not even going to vote in ohio i'm not even going to vote for this and the president's even saying i want you to go vote as if i'm on the ballot it's not going to work that's not how voting works he said that in ohio to help out with vivek and saying hey go out there and vote as if it's me they even brought john gruden and john gruden looked like he was ready to go back and coach and he almost and he almost dropped a chubby kid that just did dead weight which doesn't be vague that's the fact which i'm saying that would be able to hang i love chucky yeah and then you know what three type the third type of voter is the type that's the down d uh what do you call it down the ballot down the ballot voting or voting exactly you know what the fourth type of voter is the type of voter that wants to tell the world how excited they are to vote for you how many do we have right now let me say that one more time if you want to crush the enemy you need the fourth type of voters to come out yeah and republicans don't have that right now republicans don't have that level of i agree with you sell me the dream on who give me a candidate right now the republicans are excited about going out and tell the world no go ahead show me how they're door knocking none show me how they're going yeah they had that in 2024 when trump was making a comeback right now that is trump yeah there's definitely a lack of energy in the base i in my opinion and i'll and i'll be to say it in 10 seconds i'm energetic about stopping the left that's what gets me fired up you might have a different uh a different philosophy i'm not waking up being like let's go america i'm like the left is coming this islamist marxist ridiculous uh red green alliance that needs to be stopped that's what galvanizes me but that's why but you're not that's why we do the podcast that's why we started this company we started this company because we truly believe there's a real enemy long term that's trying to confuse and as someone that used to be a democrat i look at that and say that is no longer the democratic party that needs to be stopped but if i was running the republican party if i was running the democratic party that's not enough exactly they try to run against trumpy and a bad man and they lost to him twice once with clinton the other time with kamala and so they lost why you have to be for something where you get the base excited they got people pissed off you need more than just being pissed off because that need product you need candidates that are products that someone's excited about so adam i can have a terrible headache but am i going to take tylenol or i'm going to take advil there's a brand relationship i have and there's an enthusiasm oh my god you have tylenol thank you so much and i want it now let's blow that up on an emotional level with your economy your country all the things we talk about and guess what there's no product on the shelf are are people excited about paxton no are people really excited in ohio about vivek no you know and we like vivek but they're they the primary system is supposed to put great products out there but instead it becomes a manipulated system that gives entitlement and flows people in based on connection to the uh the mega donors and the packs and it's because they want to get their stuff done and so we don't have product right now i think it's that simple we don't have exciting product to go against an enemy that is so clear socialism and all who's it on who's it on though who's it on that is on the party leadership two people tom who's it on my opinion that the republicans don't have a a person to lead who's it on with donald trump of course and then the other part is who whoever the rnc is exactly that's who it's on just so you know who's running the rnc right now by the way the fact that you're asking no is an issue because it was laura trump for a minute and it was i think uh romney's girl for a minute who is it now that you're asking we pull that up remember when vivek in miami called her out yeah ronda ronda was it ronda or rana rana yeah rana mcdaniel rana mcdaniel but that was four years ago who is it now by the way go back to that cal sheet please go back to that cal sheet but that's the point that's okay look at this yeah look at this ohio governor winner look amy acton's now at 65 vivek is officially at 35 okay and this is after trump showing up to help out after trump showing up to help out and then go to the texas senate winner look at this one here tala rico up to 65 cal she paxton 35 and look how much been in uh better here 18.9 million dollars what's the other one 19 million bucks what's the other one two million dollars so you got you got these two big races that they're looking at right now with cal she so is cal she taking polling odds and then using that to manufacture their own numbers because i don't trust the actual cal she doesn't manufacture anything these are people like you and me that say you know what it may only be five percent in the polls but i think this one's going to win i just said they're doing it in the polls my trust today is more on cal she than all the other polls that you read about by cnn and fox and i remember what i used to say about vegas i i trust vegas more than i trust polls well that's then that's valid this is vegas people are telling you what they think is going to be happening and you ought to pay attention to it i'm not telling you this is the all you know you know but you have to pay attention to what's going on with this but you need excitement right now there's not excitement and trump needs to be thinking about replacement he needs to be thinking about how much of that will take place trump's personality is the type that to transition to the next whoever takes that next has to edify him non-stop and unfortunately what eventually what ends up happening to you know create your own identity some people have to burn a bridge with trump absolutely and when you do that you know what's going to happen it's going to be catastrophic for them he's going to go after them in a hardcore way rather than realizing this is how the game works and i it's going to be challenging it's going to be challenging with them what percentages is actually hey it's just the midterms every four years you know they they change powers the balance of power this could how much is actually the economy things affect people fyi and i'm going to go to the next story if they address the iran thing if what besin is saying right now okay let me just go to that story if what besin is saying right now that the first time in history besin says iran has zero oil revenue as tanker loading collapses okay and this is coming from who tyler durden from uh you know fight uh club it's so funny we know who the guys behind the zero hitch does a great job those guys they're phenomenal yeah so this is the first time uh besin on a new episode of axios show if you want to pull this up by the way they are isolating them economically like they're not doing it right they're doing it right they're doing it right they're like this never before is this it please play the clip go for it watch this you have it or no oh he can stand like that for a long time that's impressive he's i'll just read what he says they are isolating them economically like this never before you know right now the score barrels out of the straight u.s about 11 1.1 billion iran here it is zero go for it the isolating them economically like this never happened before you know right now the score turns the barrels out of the straight u.s about 1.1 billion around zero for the first time in history they since they started pumping oil they will have no oil on the water this week they will have no revenues the this episode is brought to you by google chrome you think you know a browser but gemini and chrome that's new it can help you with practice and learn more about how to use google chrome anything on the web like restoring a vintage motorcycle from a 50 page restoration block or 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i'm just in the next 30 days if i'm saying in the next announcement not that they're going to build it like they announced they're building a military base in poland but it's going to take till 2030 to build well that's a major statement you're making against who russia yep and you're making for who ukraine the eu nato all that right okay if all of a sudden we get an announcement the u.s. has taken over karg island iran has agreed to not enrich uranium iran's agreed to not have any nuclear weapons and xyz if that announcement is made gas prices drop economy skyrockets interest rates come down from seven and a half percent today to 5.75 90 days before election time now you're talking a different you're talking 2028 you're going 28 november yeah because i mean everything's midterm is midterm is 30 days out look i mean charles barkley was the other day on on chris cuomo i don't know if you have this clip or not and he says you know a lot of people are thinking blue and democrats are going to do this i don't know about that i don't know he called that kamala he called that everybody i don't know he's saying some stupid yeah watch this go ahead listen i'm gonna end independent, who's voted Democratic most of the time, you think that I'm going to get on TV and kill my credibility saying every Democratic, like some of these people out here talking about no ICE, no prison, using words like socialism, like, no, I don't believe in that. Wait, wait, no cops? I think that's some of the stupid shit I've ever heard. It's true. We don't, what are we going to do without cops? What are we going to do without prisons? Like, I've seen some of these politicians, I'm like, this is the stupidest shit ever. And a lot of them, most of them, well, let me take pride, all of them have been Democrats. I think that's some of the stupidest shit I ever heard. Now, ICE has to do a much better job, much better job. We need to, we need to. You can pause it right now. So, sensible guys like Bill Maher, okay? Barclays. Barclays, some of these other guys are calling out the BS that's happening on that side. Midterms, whatever happens with midterms, it's not looking good for Republicans as of right now, even with Trump going and campaigning, okay? Even with Trump going and helping you out. But I will tell you, going into 28, if things all of a sudden change, Besant closes, politics is like this, ready? Oh, yeah. Boom. They turn around like this. Like this, switch. If you would have told me that in 2022, 2023, Trump was going to do this. He's going to basically take over the party again. I'd say, no way. 2024, MAGA, crown, boom. Things are going to happen real quickly. Yeah, well, you know, that's the part with this game we're in. This is a very, very different game that we're talking about. What do you think of Barclays' political chances? Of doing something? Yeah, doing something. I think he would be very entertaining, but I don't think he has any interest. Really? You think Barclay running? I think he would be very entertaining. I think he's kind of over basketball at this point. He looks like Stephen A. I think he has a second half. How old is Barclay? Is he 63? Can you type in how old Barclay is? Charles Barclay. Yeah, there's going to be some wild cards like that that could run. How old is Barclay? 60 age, right to go a little bit lower, right there to the bottom. 63. Yeah, he's 63 years old. Wow. February 20th. So he's an Aquarius. Interesting. Yeah. I mean, and you were going to say something. As of next month, it's less than two years, correct? Two years left. As of next month, it's less than two years. Until 2028. They have to do something, and it has to happen fast. Because that two years is going to go like this, okay? And Adam, the average American doesn't have the attitude of ours of, listen, regardless of the party, the Dems are just the enemy, and we have to vote. No, they need somebody to freaking make them move. Get me freaking, like you said, get excited. Because guess what the Democrats have? They got, right now, the socialist thing is on fire. The Mayor Mamdani is the freaking guy. Yeah, then our country is going to be on fire. But hear me out. But the average voter, Adam, doesn't think like us because we know the enemy because we sit here twice a week. And we see all the numbers. We see all the stats. You got to move them. And J.D. Vance, it's looking like he's going to be the guy. He ain't the guy. And I'll bet, listen, we could do a friendly bet. J.D. Vance is going to be the guy. Marco Rubio has said he's not going to do it. But hear me out. But let me finish my point. And if you see, Adam, I'm remembering all the moments where he's in those meetings, especially about Iran, and he was quietly distancing himself where the president was saying about J.D. Vance, he was unenthusiastic about this war, which gives J.D. Vance what he was talking about. The moment to be like, hey, listen, I love the president, but I was the guy in these meetings saying no, no, no. Because at the end of the day, Adam, the average American isn't thinking about the enemy, which we are. You know what they're thinking of? Hold on, let me finish. They're thinking of a war that they're feeling that they shouldn't have started. They can't pay for gas. They can't pay for groceries. And they're like, what the hell is going on? So you just want my blind loyalty because of the enemy? But the enemy's pitch now, Adam, to all these young voters is this. We'll give you all the free stuff. And whoever's attached to Trump is still evil because he's, he's Hitler and his people are all little Hitlers. Do you think, Vinny, that if gas prices were normal again, let's say down to three bucks, let's just say the average American would even think twice about Iran. If gas prices were normal, would the average American even think about Iran? Absolutely not. I agree. So it just has to do with gas prices. So it just goes to show you the Iran war is absolutely irrelevant to America. It's not costing the American taxpayer. What I'm saying is the average person. Only cares about gas, but you're saying, you're saying like, uh, you know, you think anybody really cares about eating the cheesecake. All they care about is the fact that their blood pressure is so high because of sugar. Yeah, but it's because the cheesecake. So yes, they care about that. We're in war because the war is the reason why this has taken place. Well, we're not really, we're, we're, we're, we're on a blockade. We're not actually even in a kinetic war or anything. Well, Iran's, well, why is, why are gas prices wise? You're saying they only care about gas prices. That is, I'm saying that's the only thing. It's actually affecting Americans lives. At this point, if you don't turn on the news, we started with Iran. Yes, but it's the, in part it, it is though. It is a part of, no, it is like, if you don't turn on the news and you just live your life and, and gas prices were normal, you would never even think about it. Even worse. That's even worse. What do you mean? That's even worse because you don't have, uh, people are not even tracking what's going on because you're losing the average American respectfully could pick you right on Iran out on a map can pick anything. Any other country in the world out on a map. The average American cares about their life. You don't think the average American is following the Iran war? No, I don't. You don't really the average American. You don't think the average American, if you pulled the average American and say, what's the capital of Iran, what percentage would actually get it right? The average American. I don't think if I'm asking a question like that, I just think the average American is focused on their own lives. The average American links the war to gas prices being high. Well, of course, because gas prices are high, simple and food because you don't want gas prices. Inflation. Inflation were up during Biden. I mean, Tom did an amazing breakdown. What like you said, what was your assessment of what percentage these gas prices are actually have to do with trailing inflation versus the Hormuz situation? I think you and I both talked about refineries in the last couple of weeks. He just did a great expose on it. Refineries is 40 to 45% of the increase in the price of gas. The 55, 60% is that barrel of oil. So it's real. And to America, they don't know about the refineries. That's why we're doing these things. And we put them up there to tell people about it. The average American thinks about that barrel of oil correctly is making their life hell. And if they're a trucker, if they're a mom, if they have to, if they have to commute a long way to work, that's, that's not doing it. And they're connecting it to, I think it's making their life hell. Let me show you this. Let me show you what just happened right now. Okay. Report just came in from us, Yahoo finance, us mortgage applications have fallen to their lowest since 1995. She's not. 2008 after the mortgage crisis, some 31 years, 1995, 31 years ago. What happened in 1995 to drop to the lowest there? You know, you know how things are right now for regular mortgage loan officers, not guys doing loans above a million dollars that business is here. It's not, they're not being impacted, but to the guys that are doing $400,000 loans, $300,000 loans, $700,000 loans. How do you think those guys are doing right now? It's a very different game. Why, why are, why is mortgages the lowest since 1995? Why, by the way? It's a buyer's market. It is a buyer's market. Yeah. It's definitely a buyer's market today because people, it's not like it's I, if I'm a buyer right now, I would be making 10 aggressive offers on properties that I want and let them say, no, I'll be making 10 aggressive offers right now. Let the, let the seller say, no, actually, actually like that. I do just like that. I know that's exactly what I would do today, but because how many people can afford a seven and a half percent interest? No, not that many. What do you think rates are going to be in three years? Tom? Three years, I think rates so that, so one year after the new president, one year after the new president, I think rates might get down to 4.999. Okay. At 4.999 versus seven and a half, let's just say 5%, right? So, okay. You refi in three years and when that happens, what do you think property value is going to do? It's going to spike. Yeah. Okay. Because traffic's going to be there. So you're going to have more bids like the auction. You have more people bidding for a product that goes up. You know? They always say like, you know, my Wayne Gretzky card that is sold for 2.2 million. You know why it's sold for 2.2 million? Because it was two millionaires that wanted it. If those two millionaires didn't want it, it would have sold for $800,000. So that's just because of two crazy guys that wanted that card. The market maker. The market maker. So right now, if a person's wanting to buy, I would go to my realtor and I would go make 10 offers right now. Super low, but I make 10 offers right now of properties that I like. Let them say no. How low? How low? It's a $700,000 house, Pat. Okay. Give me a price point. Ready for this? Right now, I know for a fact on Zillow, I saw a $700,000 house, which I was going to talk to Tom about. It's ridiculous. It's sick. It's like three bedroom, four bath, whatever. I would have my realtor pull up comps for what it sold for last 12 months, pull up comps. And I'll let you say the comps say 660 comparables or at 660. I'm making a 595 offer. Say no. Yeah. Go ahead. Say no. At least you have an offer. You have an opportunity to say no. Yeah. Go say no. All right. No problem. All you have to say is yes or no. And then let them decide what they want to do. But I would be making an aggressive offer like this. The moment it drops, traffic with the application go back up. This is the time to be a little bit aggressive with your offers. Don't be surprised. Trust me. I've made some offers where a person said yes. I'm like, "Shit. I should have gone a little bit lower." And when they say yes, what happens? I'm going to go 299. Then play. Play ball. Go back and forth. Play ball. Obviously, don't do it if you can't afford it. to buy the property. You're doing this for fun, man. Only do it. You're not having a good time. Can you imagine? I'm really bored. I made a $2.2 million offer on three and they said, yes, I can't afford the $25,000. Don't do it. Congratulations. You're being sued. Yeah, don't do that if you don't have that going on. All right, let's get to the next story. And this kind of goes with oil. Tom, G7 nations will release 100 million barrels of oil and diesel fuel after prices soar. This is an AP story that just came out. So let me go to this. The group of seven wealthy democracies said Friday they plan to release 100 million barrels of oil and fuel products in the coming weeks, starting with substantial amounts of diesel. After the fuel hit record high prices, President Trump said the diesel release would happen immediately, echoing the G7 promise of a front load substantial release with 20 days and a rest over four months. Tom, what does this mean? Well, that's not a lot of oil, but it's enough to make a difference. For how long? Well, okay, watch this. How many barrels of oil does the United States consume a day? Oh, man. Consume a day? I don't know. What is it? I believe it's 18 to 21 million, depending on whether it's winter or not. 20 million barrels a day. We love oil. Nothing. Correct. Now then. So this is getting us through a week, maybe. But the U.S. creates about, you know, if we drill and we generate, I think it's 14 to 16, depending on the season and stuff like that. So this will make a little bit of a difference. It will make a little bit of a dent in the cost of diesel, but not a big dent. And if you guys could show the AAA, the AAA price of diesel, and then go compare it to the state of California. Just go AAA gas and price of diesel, and then select California. Those are the rankings for podcast. Yeah. So, yep. AAA. So what's happening? We'll show you what's going on. And this is also California. Just scroll down on the bottom and select California. And select diesel right there. Go to California. And then we're right. Select diesel on the right, on the right, on the right, on the right. There you go. For an average six, no, no compared to California right there. Location national right there, right there. Red versus national. Okay. There you go. There we go. Ladies and gentlemen, it's currently 835, 632 national. That's bad. That's bad. And so what is this going to mean? It's a start, Pat. It's going to help a little bit of relief. But everything that I've read, it's maybe a 22-cent change for maybe five weeks. Because 100 million barrels. You're saying that 100 million barrels isn't too much. Well, 100 million barrels we just saw is not as meaningful. No, is this just a publicity stunt, like a story you need for five weeks? By the way, you better have some news and something you do the next five weeks. Or else it's a waste. I think it shows that you're doing something and you're getting people's attention. But the number of barrels that they talk about when you compare the amount that we use on a daily basis, you know, I'm seeing maybe 22 cents in maybe five weeks. Yeah. So what's the point? The point is it's more PR than anything. One is a PR stunt, publicity stunt. The other part that I see is maybe you have something going on next four to five weeks that nobody else knows about. Exactly. Maybe you don't. Maybe we're just oblivious. Maybe we're just, you know, people that are watching saying there's nothing here, but maybe there is. And what could that be, Tom? I don't know. Because the problem that we have in the United States is the refineries. Even if we have enough oil and we can get the oil down, you know, we're still low on refineries because California, right here, they caused Valero to close at Benicia and they closed Phillips 66 to close. And then in Texas, a refinery closed that had been open for 50 years. And it was just too expensive to do retrofitting. And so I'm going to look up here. Date of last refinery built in the United States. I'm going to tell you for it. I believe it's 50 years. Believe it or not. And that's what we need. So could we get a lot of supply in? Yeah. Maybe there's something that's going to happen, you know, in terms of a small Texas refinery, February 2022, but the last significant major build. What's the mainstream facility in Garyville, Louisiana permitted in 1977. That was our last giant refinery built. What's the biz doc solution to this? Well, if the president has got a lot more supply or he's got a way to get the price of oil down, that'll affect the 60% of the price of diesel and gasoline that is based on the oil. So if he's got a way to do that, Pat, and he's got something coming, then we're going to get some relief that way. But we also need. Ma'am, we need refinery capacity. You need scale, though. You need scale with this because the Aramco CEO says that because of the Strait of Hormuz and what happened, the Middle East conflicts contributed to, you know, how many barrels of lost export? Do you know how many barrels of lost export? Because the billions, three billion barrels of lost export. Yeah. While global stockpiles have already been drawn down substantially. So 100 million is like a sneeze. Yeah. It's like one week versus. It makes. It's a good story to tell, but you better have something in the pipeline that we don't know about. I'm just saying. Or pipeline is a very apropos word. You better have something in the pipe because everything, everything you're doing, you know, you know what I said the other day is a previous company. I was a part of World Financial Transamerica. A guy told me something one time. I wrote a article. I wrote a paper one time to the company with 16 page article on nine things the company should consider doing. So this one guy comes up to me, says, Pat, you share too many. He says, nobody shares as many ideas as you do with the home office. Here's my suggestion to you. I said, what's that? Instead of having nine requests, choose out of the nine, which one you like the most and go with that. Go with one. Okay. Go with one. Yeah. And then let everybody else say the other eight. Okay. You just say the one. And I said, very interesting. So that approach changed. We got better results. What's the point? Do you remember day one executive orders? How many things Trump fixed just in day one? On stage when we were there. We were there. How many things he fixed on day one? It was like a little too much. First of all, what you just said is the problem. Yeah. So the amount of great he did on day one, it was, it was, it needed to be sprinkled instead of calendar. You could have done salt bed. Every 90 days, drop it. So the American people, Republicans have totally forgotten what this guy did on day one. It's almost like we forgot that we shut down the 20 million. Chris Cuomo had a, Chris Cuomo had a guest that got on. And you know what the guest says to Cuomo? I don't know if you guys have this or not. So he says, look, I'm a democratic voter and I didn't like Trump, but I got to tell you, I like what he's doing. I thought my 401k was going to drop. My 401k is up. I thought the world, I thought this, I thought that, and Cuomo was just kind of listening to him. I don't know if you have this clip or not. Yeah, he couldn't. I have it somewhere here saved. If you can't find, that's not it. But it's a lady. It's a lady that calls in and he says, good for you on, on what it says. Let me just see if I have it here or not. But so part of it is. You're saying there was evidence of a reasonable Democrat. Yeah, here it is. I found it. I found it. I'll send it to you. You're not going to find it. It's very hard to find this one, but I'll find it. I got it. I want the audience to see this. So there are some people that are seeing what changed. Like these are the voters that are like, hey, my 401k is up. Did you see what Scott Galloway said? When president got elected, I sold everything I had. What a horrible decision. And then you know what he said? By the way, good for him for being honest and telling the audience. Honestly, stupid in that decision. You can say whatever you want. You know what he said? Yeah. He came back and he bought everything 20% more expensive. Yeah, that's a dumb decision. I understand. I respect the guy, but it's a dumb decision. It's a dumb decision. A lot of people are part of that camp. This lady is the complete opposite. I just sent it. I want you to watch this. Very simple. Nothing crazy. Listen to this. This is the best thing I've ever seen. Ready to make anything online make sense? There's no place like Chrome. Check responses, setup required, compatibility and availability varies 18 plus. Tammy regularly hauls stuff to her kids at college. That's why she shops at BJ's Wholesale Club, saving up to 25% off grocery store prices. Beef jerky, microwave meals, laundry pods, even they can't screw up. Have you met my kids? And with BJ's gas, she gets there for less. They call me the road warrior. I'm not a road warrior. I'm a road warrior. This is your home, road warrior mom. Home of the save. Join for just $20 at BJ's.com slash mesquite and save 10 cents per gallon for six months. Open soon. Limited time offer, new members only. BJ's, home of the save. When it comes to my policy, Farmers gives it to me straight. So there's no surprises. It's your coverage. You should never be confused. You hear that? An insurance provider with a conscience. We're a choir, but yes, we have that too. Straightforward coverage you can literally understand. That's what you get when you have Farmers. Bum, bum, bum, bum, bum, bum, bum. Learn more at Farmers.com. Underwritten by Farmers Truck or Fire Insurance Exchanges or Affiliate. Products not available in every state. Get more from every job with Kubota Construction Equipment. From SVL Compact Track Loaders to KX Compact Excavators, Kubota brings proven performance, smart value, and job site reliability to the crews who count on their equipment every day. Built for demanding work and back. Directed by dealer support, Kubota Equipment Helps crews stay productive through long days, tight timelines, and tough conditions. Performance that pays you back. And then I want to tell you that I'm not too proud to say that I am wrong about Trump. I'm a proud Democrat. How so? And he's done a lot of things. Immigration. I'm happy about what's happening with immigration. I thought the stock market would tank, and I'm pretty happy with my 401k. There's a few things that I just thought things would go wrong, and I'm very happy. Good for you. Well, that is big of you to say. It'll probably lose you some friends in this polarized environment. But you know what the point is right there? A lot of people feel that way. Yeah, they should. Like my 401k is doing so. But I think Trump's PR team, and this is the greatest PR team you've ever seen with a president, they need to kind of say, maybe we won too much too fast. And maybe you're supposed to like, remember that one commercial that Michael did? It's one of the greatest commercials ever. Is it a gymnasium with a bird? Now, I have to find this for you. It's a Jordan commercial. I have to find this commercial for you. It's maybe I made you believe. Just type in maybe I made you believe, and then type in Jordan commercial. Maybe I made, that's the one. It's my fault. That's the one. My fault. Can you go to that one? Can we play that? Pause it? Yeah, for sure. Watch this. And go to the beginning. It's because it's going. Pause it. Go to the beginning, and then put the audio. Go for it. Maybe it's my fault. Maybe I led you to believe it was easy when it wasn't. Maybe I made you think my highlights started at the free throw line and not in the gym. Maybe I made you think that every shot I took was a game winner. Maybe I made you think that my game was built on flash and not fire. Maybe it's my fault that you didn't see that failure gave me strength, that my pain was my motivation. The shots, the blood, you have to re-remind Americans. Maybe I led you to believe that basketball was a God-given gift and not something I worked for every single day of my life. Or maybe you're just. Maybe I destroyed the game. Or maybe. Or maybe. You're just making excuses. Wow. Don't you freaking love this? Somebody send it to Nike. To me, I think they need to. Well, hopefully we sold a few shoes for them. So this commercial, the American people forgot. And they forgot that he got shot. They forgot that they played games with him. They forgot how hard it was to come back. They forgot that they tried to put him in prison. They need. To tell that story. Great point. They're not telling that we forgot. Yep. What they did to this guy. Each and Carol. Hey, do you want to go shopping? It's on me. You want to go to Monaco? You want to go to Ken? You want to go to France? We've 450 million dollars. Oh, Mar-a-Lago is only worth $18 million. Dude, we forgot. Yeah. How easily. So, and so they need to make that commercial and just say it's by the way, if you see this commercial here soon, maybe I made you believe this was easy. There needs to be. There needs to be a commercial like that, man. And it was, all right, let's go to the next story. Next story I want to get to is Russia. Story comes out of nowhere. It's like, wait, what did you just say? So China did this six years ago on Wuhan lab and it was like from bats, right? What was it? It was a. Pangolin had sex with a bat in a wet market. It's a wet market is what it was. And now Russia comes out and the story's pretty crazy. What page is this one out? I'm trying to find this page. Okay, there it is. Researcher at Russia. Plague laboratory dies of on an unknown infection. Wait, what? Yes. A researcher in Russia dies. Her name. She's 28 year old lab worker at Russia's Irkutsk anti-plague Institute died on October 2nd after developing severe pneumonia. There are reports that she may have been exposed after breaking a test tube containing plague bacteria, but that has not been officially confirmed. That's from the Moscow times. This is a new study that's being done in the United States. Authorities placed nearly 300 people who had contact with her under medical observation, including more than 100 reportedly monitored in hospitals. A hospital was quarantined and additional precautions were put in place around the region. The concern is pneumonic plague, the lung form of plague, which can spread person to person through respiratory droplets. And Vinny, I'm sure you love that part of it. I love it. So for now, none of the monitor contacts have been confirmed with plague and officials have reported. Them asymptomatic or testing negative Russia's public health agency says the woman officially died from pneumonia of unknown origin and says it's testing has not established a plague from her laboratory was the cause of her death. Tom, how worried are you about this? Well, I'm not really worried because this doctor from Russia came to the microphone. His name is Anton Fauchev and Anton Fauchev came. I'm making that up. I created a Russian clip from Rubio. Let's see what Rubio had to say. Go for it. We know what we know, obviously, about whatever the Russians have provided, which is it seems that it was a worker at the lab that was infected. And there's concern that that could have spread at least internally. So you've seen them do quarantines of that nature. There's very limited travel between the U.S. and Russia, obviously. But like anything else, something like that gets out. It could quickly spread. So we're watching and monitoring it closely. I don't think it's cause for alarm, but it is cause for focus and a cause to just keep an eye on. And we're doing that. We know what we know. All kidding aside about, you know, creating an Anthony Anton Fauchinsky, you know, of Russia. And I'm sure there probably will be one. My hope I'm with Rubio on this one. A hundred percent. Watch. We got to watch out for this and see what's going on there and see, was it truly just a lab accident, unfortunately. But, well, you know, it also says it says the Russians have a lab working on bioweapons. That's the point that I was going to make. Have we forgot that an enemy country is working on bioweapons? And then, you know, she, you know, damaged a storage unit, whether she dropped the test tube or whatever it was, something broke open and she got contaminated. And the contamination led to a violent, fast-moving pneumonia that she died of congestive heart failure of pneumonia rather quickly. Vinny, how worried are you? OK, if we don't learn from from the past moving forward, then we are literally stupid. And I'm not saying nothing about about Rubio saying, you know, it's no cause for alarm. I think there's always cause for alarm. OK, he can't say that, though, because he has to be calm. He has to be calm. But remember, the way the left reacted was so much fear and scared the crap out of everybody. Right. And use it. Well, no, but here's the thing. But when the president said China stopped the flights and everything, what are the opposite? No, I'm Nancy Pelosi. I'm here in Chinatown. Come over here. No, no. I think, by the way, that location, Pat, that airport, everybody there should. It's not like like what Russia is going to be mad at us. Nobody from that area. They need to monitor anybody that she's been in contact with. I know they're quarantining with 200 people. None of those people could fight the United States. Period. Full stop. Zero. And let them be right. You know, it's funny. If Trump says, you know, nobody from there could come here. Watch the left all of a sudden be like, no, we love Russia. Bring them. Bring everybody. No, I think I think I don't think it's like cause for alarm. Like, oh, my God, Pat. But learn from our mistakes. Nobody from there comes over here. Period. Because that's what was happening with freaking COVID. Everybody and their mother was flying here on purpose. And that's what happened. And they shut down the freaking world. And nobody was held accountable. This is Russia. Don't let nobody come here. I agree. I mean, cause for concern. If I'm the average American, I'm not overthinking this. This is nothing that I think is going to affect the average American. I'd be worried about what's going to happen. And China, because Russia borders China. I'd be worried about what would happen in Ukraine. Because Russia is in an all scale out war with Ukraine right now. So who knows what type of things they're putting on the battlefield. By the way, speaking of Putin and Russia, did you see that story about what Putin mentioned his philosophy on war is these days? He said the following. Let's see if we can find this. Putin orders Russian troops to abandon the rules of war. Zelensky claims Russian president Vladimir Putin has ordered his generals to abandon the rules of war and step up, step up attacks on civilian targets and nuclear energy sites. So just at the same time that there's this potential outbreak with this mnemonic potential plague, you also allegedly have Putin basically saying attack civilian sites and nuclear energy sites. So I'll continue to say this and ring the alarms. Russia is not our friend. Russia is a problem. Putin is a thug and we need to act like it. That's just my overall assessment on Russia. I love this, Pat. Boris Yeltsin admitted that there was a bioweapon program and ordered it shut in 1992. What survived was supposedly a minor biology facility and Russia refused to allow outside verification or inspection. And the U.S. for years has said Russia is likely out of compliance with the bioweapons treaty. Well, here you go. CNN calls it a plague. laboratory, because CNN can't say and cnn also says things like minor attracted person because we changed the name of things it's a bio i'm going to call it right here i personally believe that there's smoke there's fire and this means the russians probably have a bioweapons facility that they've had going on that they've since 1992 when yeltsin said yeah we'll shut the thing off remember remember the three um uh the movie reagan where the three guys kept dying of heart failure like in six months how am i supposed to negotiate them but they keep dying right so he was one of those guys you know chernchenko andrei chernchenko and and yeltsin so here now we have we have confirmation that they have a plague institute not a bioweapons facility so i i think that facility you're talking about uh can you what's the name of it tom do you have that the urquitz urquitz let me pronounce it for you siberia adjacent is this the yeltsin one no i'm talking about the one that yeltsin said what is the yeltsin one that he talked about that's the one i'm interested in it's called the um the yeltsin biological weapons convention and that they signed and and and i just want to know where that location was severed loves s-v-e-r-d-l-o-v in the city of the incident severed locks but the name of the place was arizona anthrax spore leaked occurred at military compound 19 a highly class of military bioweapon lab and it's okay so type in military compound 19 just find that city i said in urquitz is severed well they change it to in urquitz yeah go to that one it was an anthrax leak uh this is in 1979 1979 soviet authorities can you pull it up maintain the list was due to consumption of tainted meat in the area with butchers and shows exposure being uh indicative of a tainted meat in the area with butchers tainted meat oh wait a minute i love that i mean their excuse was the china excuse 20 years prior and the earlier chronological event it was the western event is so soviet hosting a program aimed interesting so then what did they do go a little bit lower to see if there's controversy behind an accident a harvard university press account reported that at some point during the period uh april 2nd through 3rd 1979 anthrax spores were released from a four-story building located in soviet armed forces and they were released from a four-story building located in soviet armed forces research facility near the place in soviet union referred to as compound 19 special zone the building is said to have housed a production unit which produced dry b anthrax spores for weapon use for weapon use the spores could have created a plum uh which the wind carried over parts of it plums plume uh plume that's like smoke from a fire the release according to one russian source took to plague i mean go a little bit lower go a little bit lower to see what else what's the 59 000 people let me see that one uh no stay stay right there right there at the top there says 59 000 people go a little bit the large scale of vaccinations and population in the affected district were also undertaken by the authorities and all some 80 percent of our 59 000 eligible people were injected with the soviet sti anthrax vaccine yeah so i don't know listen when you're working at places like this where you're working with the soviet sti anthrax vaccine what is the total volume of travel from russia to here what is the total volume of travel from russia to here what is the total volume of travel from russia to u.s i would make it zero absolutely today there's not much you cannot come here what is the volume of travel from russia to here how many people are coming what does it say we're skin to skin we're skin to skin we're skin to skin what is the volume of travel from russia to here what is the volume of travel from russia to here what is the volume of travel from russia to here international so you can find the map irkutsk is in eastern siberia north of china nationals traveling to the u.s yeah i'm anti anybody coming right now from there i wonder what because all you need is what one person one and then remember it the remember how italy was a big part at the beginning of covid chinese people were going to italy and from there they were coming here so it also some people may say who cares what the number is it's people may say who cares what the number is it's just a big part of the story but i'm not going to just a big part of the story but i'm not going to be much more worried about it going to europe than i be much more worried about it going to europe than i would be coming to america okay well let me tell would be coming to america okay well let me tell you how it gets here see it goes from rkuts to you how it gets here see it goes from rkuts to china rkuts is a military and mid-size mid-size china rkuts is a military and mid-size mid-size manufacturing city would travel frequently to manufacturing city would travel frequently to northern china yeah i'm not a fan i would just shut it down you're not a fan of uh mnemonic plagues no no i'm yeah i'm not a fan i would just shut it down you're not a fan i would just shut it down you're not a fan i'm not a fan any anything with lab trust them not a fan i would just shut it down you're not a fan i'm not a fan anything with lab trust them no i don't trust them a partner so no i don't trust them a partner so they're not a partner that what they they're not a partner that what they tell you let me ask you guys where would tell you let me ask you guys where would you put china on the list of our you put china on the list of our greatest adversary i i don't know i i say greatest adversary i i don't know i i say enemy i don't say adversary whatever you enemy i don't say adversary whatever you want to enemy whatever you want to like want to enemy whatever you want to like that guy wants to kill me he's my that guy wants to kill me he's my adversary you know he's the enemy where adversary you know he's the enemy where do you rank them up what do you mean do you rank them up what do you mean on the what's your ranking up there up on the what's your ranking up there up number who's above them i meaning number who's above them i meaning okay i'll just give my ranking and then okay i'll just give my ranking and then you say iran number one yep russia you say iran number one yep russia number two okay china number three you number two okay china number three you put russia ahead of china yes okay i put russia ahead of china yes okay i think because we don't we do no business think because we don't we do no business with russia we have an interactive with russia we have an interactive relationship with china yes we're relationship with china yes we're competing okay but we have a trade competing okay but we have a trade agreement with them we have this ai red agreement with them we have this ai red telephone now we got nothing going on telephone now we got nothing going on with russia russia's goal russia's a type with russia russia's goal russia's a type of type of country they would cut off of type of country they would cut off their arm as long as you lose your arm their arm as long as you lose your arm but it's like yeah you'll lose your arm but it's like yeah you'll lose your arm too they don't care that's what they're too they don't care that's what they're built for i think well just to destruct built for i think well just to destruct united to ask what's your ranking united to ask what's your ranking nisnaya nisnaya um i um what's your irgc meaning um i um what's your irgc meaning they're evil they're disgusting people they're evil they're disgusting people they can't do anything to us they can't do anything to us on on a big scale china on on a big scale china perp in my opinion purposely released the virus perp in my opinion purposely released the virus that killed that killed millions and guess what nobody could do millions and guess what nobody could do nothing to that ranking i'm putting them nothing to that ranking i'm putting them number one okay adam you know why number one okay adam you know why millions dead spying on us building bases millions dead spying on us building bases here and hold on the scariest part here and hold on the scariest part we have governors of california everybody we have governors of california everybody worshiping them bringing them worshiping them bringing them you have hassan piker dressing like freaking you have hassan piker dressing like freaking mao zedong with the loser like he is mao zedong with the loser like he is china's up here okay uh russia knows we china's up here okay uh russia knows we got the nukes you got the nukes iran to got the nukes you got the nukes iran to me the irgc okay it's not that big of a me the irgc okay it's not that big of a threat to me i have the travel threat to me i have the travel information nothing to see here by the information nothing to see here by the way what's your ranking uh way what's your ranking uh geopolitical enemies geopolitical enemies china's number one china china's the china's number one china's the biggest so here we go but i think russia's the biggest so here we go but i think russia's the worst all right all right well let's worst all right all right well let's go from russia hang on at all let's go to go from russia hang on at all let's go to words talk number scream 25 000 words talk number scream 25 000 travelers a month go from irkuts to travelers a month go from irkuts to three major areas of china the major three major areas of china the major hubs being beijing and shanghai where hubs being beijing and shanghai where business travelers go back and forth business travelers go back and forth well at least those aren't widely well at least those aren't widely populated thank god um oh my gosh and populated thank god um oh my gosh and then to hainan islands which is also then to hainan islands which is also known as the hawaii of china that during known as the hawaii of china that during the winter you know right about now the winter you know right about now starting within 30 days they go to the starting within 30 days they go to the island of sanya from irkuts the island of sanya from irkuts the wealthier people and people looking to wealthier people and people looking to take a break it's called hawaii of china take a break it's called hawaii of china and to the and to the the more moderate economic people go to the more moderate economic people go to the northwest border cities where they the northwest border cities where they have um relatives because apparently have um relatives because apparently south russia and northern china there's south russia and northern china there's a lot of people apparently that a lot of people apparently that ethno-socially look fairly similar so ethno-socially look fairly similar so there you have it 25 000 a month some there you have it 25 000 a month some go to an island and then some go to go to an island and then some go to shanghai some go to beijing so in other shanghai some go to beijing so in other words pat there's a lot of travel if words pat there's a lot of travel if this breaks out as a plague there the this breaks out as a plague there the travel it it goes everywhere let me ask travel it it goes everywhere let me ask a question in a different because it goes a question in a different because it goes to shanghai and beijing let me just be a to shanghai and beijing let me just be a devil's and just completely think a devil's and just completely think a different way different way do you think do you think a putin a putin maybe maybe dropping this dropping this to scare the out of like let me just to scare the out of like let me just completely go a different direction hey completely go a different direction hey let me tell you what we're capable of let me tell you what we're capable of here yes remember this is right after here yes remember this is right after zielinski says publicly ukraine said it zielinski says publicly ukraine said it forced 250 russian soldiers to surrender forced 250 russian soldiers to surrender in there and then this happens in there and then this happens do you think this is kind of a part of do you think this is kind of a part of where putin's trying to say look guys where putin's trying to say look guys i don't know if you want to mess around i don't know if you want to mess around with me if you want me to stop the whole with me if you want me to stop the whole world i'm capable of doing that you guys world i'm capable of doing that you guys and he would do it yeah absolutely but and he would do it yeah absolutely but what do you think a part of this is like what do you think a part of this is like a a dark demonic like yes dirty yes way of dark demonic like yes dirty yes way of intentionally doing this just to scare intentionally doing this just to scare the out of the world leaders the out of the world leaders do this a while former kgb putin pulling off do this a while former kgb putin pulling off something like this yes something like this yes during during the early part of the cold during during the early part of the cold war um war um francis carey powers was captured when a francis carey powers was captured when a u.s u-2 spy plane went down before that u.s u-2 spy plane went down before that we would fly up there sometimes and there we would fly up there sometimes and there were times where we sent fake distress were times where we sent fake distress signals and we said we may need your signals and we said we may need your help we have a military test aircraft help we have a military test aircraft that we just want to let you know the that we just want to let you know the only reason we said that to them is they only reason we said that to them is they would look at the map and look at where would look at the map and look at where they are and they'd be like what the f they are and they'd be like what the f of the americans doing it's 75 000 feet a of the americans doing it's 75 000 feet a thousand miles over our land we did it thousand miles over our land we did it not to warn them that there was a not to warn them that there was a problem you know what we did it to tell problem you know what we did it to tell them i'm there mother them i'm there mother around i was here yeah you know and so we around i was here yeah you know and so we would make oh gosh we may have would make oh gosh we may have something here it's a bit of a test something here it's a bit of a test sorry about this and they would go sorry about this and they would go warfare and they'd be they'd be going warfare and they'd be they'd be going what the hell are they that's exactly what the hell are they that's exactly it's like a lot of warfare now let's it's like a lot of warfare now let's take that to the what pat just said take that to the what pat just said turn the page to full-blown evil of turn the page to full-blown evil of wiping out citizens oh yeah not just wiping out citizens oh yeah not just telling you how far my military telling you how far my military technology can go but making a threat against citizens, I think he's very capable. I'll just tell you a quick story of why I became like even more hawkish on Russia versus China and it was recently you know Fareed Zakaria on CNN he does a great job interviewing a lot of geopolitical characters he was interviewing it was it was basically regarding the 2008 recession regarding the mortgage-backed securities and I want to say was it Ben Bernanke at the time whoever was chairman of the Fed that flew over and there was a big meeting and basically he got wind of this story he said there was credible a credible assessment that Russia went to China Putin went to China and tried to convince the Chinese leadership I don't know if it was she at the time to completely offload any mortgage-backed securities that they own with intention of bringing down the American economy so the Chinese leaders at the time had had to say oh wow so you want us to team up against America to do this and you know what the Chinese leaders decided to do nothing they said we don't want to get involved in that and make matters worse because that could bring down the global economy and Russia was said we're willing to pay that price what's my point Russia is willing to self-destruct in order to bring down America that's their goal I'm not saying that China's a friend and I'm not saying that China's not a foe or competitor or anything like that I'm just saying at the end of the day China is trying to beat America when it comes to the number one economy in the world Russia is just trying to basically divide and so chaos in America listen that's where I did that's where I did Russia Russian person piss you off this week yeah I don't know hold it together no a Ukrainian did but that's a whole nother story all right so let me get to the next story next I want to get to is a clip from Denzel Washington in an interview he's at a university he's being asked a question I love his answer I think everybody in the world can learn from his answer here go forward inequality now to see it all so under attack you're attacked by government forbidding it the hardest thing to do is look in the mirror the easiest thing to do is blame someone else and I'm not talking about anybody I'm talking about everybody it's so easy to go if I if we could just get them right if we could just fix her or just fix him then we but we don't look in the mirror that's where it should start or what can I do better well why don't you try being honest with yourself Denzel or whatever your name is it's yourself real questions and give yourself honest answer can you go to the part two there's two of them your life doesn't matter what you've done you've helped us is what matters who you've lifted up you can't have more success than I've had and I'm here to tell you it doesn't mean a daggone thing it complicates things it's lonely at the top look at the pyramid you trust me I'm been at the top it's a pyramid it's like a it's like this right like a pyramid it's very slippery up there it's not a lot of room it's easy to slide down and it's hardly anybody up there so be careful of what you ask for and don't measure it by what the world tells you success is what a powerful great freaking point and I love that slippery at the top you can't left or right not a lot of so you're getting up there is one thing staying up there's a second thing but also always trying to see if the other person can fix themselves it'll be so much better it's like well what if the other guy can can fix himself what if the other guy can do something about it no what if you and I can do something about it it's it's never been the most exciting message when you give this when people come up to me and say that person did this this person did this that person did this well what can you do to improve it you know I think a lot of times like well democrats this and republicans this and you know business this and taxes this and this state this and that person this I'm not going to do anything about it I'm not going to do anything my mom this my dad this my wife my husband my cousin what role do you play in this what role do you and I play what can we it's a it's a it's a such a unpopular message that whenever you get this message you don't like that person yeah whenever that person gives you this message you actually don't want to talk to that person I remember one time I heard a person say that there's three different types of people that you know people speak to there's those people that are you speak to that they're ahead of you there's those people that speak to because ahead of you they give you wisdom and what's to come and they can challenge you there's those people that you speak to that are at the same level as you because it tells you you're not the only person that's going through the challenging season and then there's those people you speak to that are below you because it shows you that you can give value to everybody sometimes people just want to hang out with people below them because it makes them feel superior instead of making them feel small you know and and the moment you get to a certain level you're like I just want to talk to the people at the same level as me I'm not going to talk to them I'm not going to talk to them I'm not going to talk to me or below me that was one of the threats I gave to my guys when I sent a message out to them people don't want to hear to hear the truth people don't want to hear the message about what you can do to improve this situation so I saw this message from Denzel I'm like man the world's got to hear what this guy said I wish Denzel would do more of stuff like this I wish Denzel would share every time you see him you know in interviews he drops gems he's very good he one time a lady said so who did you vote for have you ever seen this interview when he was asked who did you vote for you ever seen this can you can you find this have you ever seen this interview when he was asked outside yeah he was outside he's like he says who did you vote for and he says who did I vote for it's none of your business who I voted for you've never heard him say yeah I saw it's election time just go on on x if you want to find it this episode is brought to you by google chrome you think you know a browser but gemini and chrome that's new it can help you with practically anything on the web like restoring a vintage motorcycle from a 50 page restoration block or finally break down that long article you've had open for weeks gemini and chrome is here for it ready to make your own make anything online make sense there's no place like chrome check responses set up required compatibility and availability varies 18 plus tammy regularly hauls stuff to her kids at college that's why she shops at bj's wholesale club saving up to 25 off grocery store prices beef jerky microwave meals laundry pods even they can't screw up have you met my kids and with bj's gas she gets there for less they call me the road warrior this is your home road 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on their equipment every day built for demanding work and backed by dealer support kubota equipment helps crews stay productive through long days tight timelines and tough conditions performance that pays you back get more from every job with kubota construction equipment yeah yeah none of your business who i voted for uh go for it oh this is two minutes so let's just let's see hopefully he'll gets right into it mr washington you're you're here in dc during an interesting time with the transition uh in the white house just wondering who you wound up supporting in the election and why go ahead go ahead go ahead how about how about this i don't know if you saw it there's a fake news story going around it got thousands of shares online you saw that and i just thought you might want to clear it up because people are confused there's a few words to start with f and in with k that one ends with e but it starts with f yeah but it's too vague you gotta be specific right now f k and e what was the question well that was a question who you want who you wound up supporting in the election presidential election none of your business none of my business well i'm only asking because the story was online but but that's okay let me ask you this what what issue do you hope president-elect trump tackles what's number one in your mind uh with the new administration i don't know you know i'd have to be more informed to just say off the top of my head what a great answer i don't know education jobs health i mean there's so many yeah um i want to just ask you though about the issue of race relations because the film touches upon that uh right now under president obama over the last eight years in your mind has race have race relations improved under his leadership you know race relationships have to do with race relationships you're white or whatever you are i'm black or whatever i am we're standing here talking now that's how we get things done you can't legislate love the president of the united states can't legislate us let me tell you so every once in a while when the kids have a lot of homework and everybody's busy you know what i can there's a few movies i can watch back to back to back movie ends i can put it again you know what's one of them man on fire man on fire and and you know in in a in a different lifetime uh denzel was going to be a pastor really oh yeah denzel man on fire i can watch it and in that he's a he's conflicted with god and his life and we just for living and killing people and all this other stuff dude i don't know i i I wish this guy would talk more. And not about politics, about life. Forget about politics, who you voted for. I want to know how you think. He's one of those guys. He's one of these guys. You know what these guys are? These are the guys that can do this. He can bring these guys and say, knock it off already. You don't have a lot of guys like this. And he said, he says, trust me, I've been to the top. What is he saying? He's not right now. He's not right now. You know how hard to say. He was at the top. He was the guy. Of course. Forever. And that ricochet, all the movement. And I love that you brought God into it. Because, you know, about the people that you want to hear and the friends that you don't want to hear the advice. And you don't want to hear those people. You know who was that person? Jesus Christ at the end of the day. He wasn't like a nice guy. He wasn't walking around patting everybody on the back. He would tell you. He would call everybody out on everything. And a lot of people didn't want to be around him. That was that friend that we have. That's always like, hey, listen. That they check you. They're like, hey, man, you're not like. Think about it. If you're getting big. If you're gaining weight. You don't want to be around the person that's always like, yo, dude, I've been watching you. And you know what I mean? Are you trying to get healthy? Are you trying to. If you're not ready, Pat, to make a decision. That's the last person you want to do. You want to be away from that person as much as you can. And so I think it's very important to actually want to be around that person and hold your foot to the fire all the time. Like, dude, how are you doing? Not always bashing you, but how are you doing? How's your family? That thing that you were talking to me about. Are you okay? Are you doing this? Are you trying to make changes? You need that, though. Well, I just want to go back to what he said at the beginning and why I thought it was so important. I think the reason that you wanted to show this is because it starts with you at the end of the day. I mean, he gave the shout out to. There's your shout out. There's a shout out. To the man in the mirror, Michael Jackson. Every day, that's the only person you see. You look in the mirror. That's who you're going to see. And he talked about self-reflection and self-improvement and self-esteem and self-reliance and personal finance and everything that you can do on your own. The way I look at it is the world is changing so fast. What can you do? What can you control? What are the things that matter to you that you can actually do to manifest what you want in your life? And I love what he said about you can't legislate love. You're going to get along with the people you're going to get along with in your life, and you're going to make those decisions. So respect to Denzel. That sounds pretty conservative to me, Denzel, but I don't want to put words in your mouth. It doesn't nut in my business, you know? Yeah, I love this guy's philosophy and the way he is, personality. He'd be the kind of guy I would want to have a three-hour dinner with, no cameras on, no phones, nothing, just to talk to him. Not even a podcast. Somebody you want to just talk to. Did I tell you the story about Denzel and his son? My friend, Damon Wayans Jr., was at a movie, like sitting in the front, and he went with Denzel's son. And apparently the son wasn't supposed to go. Everybody's in this theater. The movie hasn't started yet. And Denzel Washington walks in and goes, you, get the hell out of here. And Damon's sitting there, and he's like, could you imagine you're in the theater? And Denzel Washington walks in, points at someone and goes, get the hell out of here, and they leave. His son was in there. He didn't have permission to go watch a movie. Oh, wow. He's my kind of a guy. Yeah, I love that. All right, let's go to the next story. Let's go to the next story. So on another note, Tom Cruise does this movie, $160 million out of budget, and it ends up doing $8 million opening weekend. The movie's called what, Digger? Digger. Digger. And the story, so what's the movie about, Tom? You were talking about, I saw the commercial. It sucked. I couldn't even wind. It was horrible. What's the movie about? I was confused by the commercial. I was confused by a few things I saw on X and social media that were reviewing it. So I attempted to go find a description of the plot. And the nearest thing we can figure out is, you as the viewer open up with this supposed oil billionaire named Digger. Digger Rockwell. Who is drilling for oil in Greenland. In Greenland. And they hit this methane gas, which makes this huge explosion. And a giant chunk of Greenland breaks off and starts floating on the currents toward Norway, where they say it's going to make big tidal waves and destroy shipping lanes and all this stuff in Norway. And then all of a sudden, well, this is. And then they decided, according to the plot, no, you know what, we're not going to tell anything to anybody. Maybe it'll just melt enough in the ocean that when it hits, it won't be so bad. So then all of a sudden things pull back and you realize you're watching a stage play playing out this happening. And so I looked at it and I'm like, this is completely confusing with twists. So that's near as I can figure what it was about. And Pat, whether the viewers didn't see Tom, Cruz in this role, or they didn't understand the way the plot was twisting, or they thought it was just another anti-climate change, anti-oil drilling DEI. The fact is, everybody else did something else this weekend. As baseball playoffs started, the NFL hit week four, college football was in full song, and there were other movies out there, and they ended up in Sucksville for the weekend box office. And Tom, you nailed it. He's an oil tycoon. So check this out, guys. These are the numbers, right? Costs around $125 million to $160 million. They're saying closer to $160 million to make. Which is a small movie, independent movie without CGI. Yeah, and he's producing plus roughly $100 million in marketing, meaning Warner Brothers could have $225 million to $260 million investing in this thing. $8 million domestically, putting it as one of the biggest box office bombs of 2026. So Tom, the movie is essentially, it's a satire about fossil fuels, billionaires, politics, climate change, and all that shit. All that stuff. So here's my thing. With a twist about whether you're watching a play on stage or you're in the picture of a world. Yeah, which is, that's who the director is. And he did Birdman, and he did The Revenant. You know, Revenant, which, you know, one of my favorites, you know, top 20 movies. But this is the thing. And I absolutely love Tom Cruise. When me and Dylan met him at the World Cup, I actually had a moment where I didn't even really want a picture, but I was like, Tom, I just want to say thank you. Because, like, he said that. I go, thank you for all the times of all the movies, of all the moments that me and my, because my dad, you know, would, you know, drink, and he was that guy. But when those movies were on, all of us were just in another world. And we forgot about the life that we were living in. So I thanked him for that. And he looked at me, Tom. He was like, wow. He's like, nobody's ever complimented me like that. So I thanked him. But look, look at, like, remember, he just did Top Gun a couple years ago. Maverick. That's what America, fighter jets, brotherhood, that type of stuff. How many times is Hollywood not going to get it, Tom? Like, how many times? From Climate Lecture. To LGBTQ. From what we found out about Disney and all this stuff. It's like, Hollywood keeps turning entertainment into this sermon. And how many times are you guys not going to get it? America doesn't want it. If I'm going to go watch a horror movie, I want to be scared. Okay? If I want to go watch Tom Cruise, jump off of a building. Do your own stunts. That's who you are. Like, this shift. Yeah. MI-8. Yeah. Yeah. MI. Tom, it could be like Fast and Furious 35. It could be MI-20. If Tom Cruise is in it, I'm watching. Besides him as being a freaking fantastic actor, the guy's jumping off. Yeah, the actor is portraying characters that is in sync with your perception of them. Absolutely. And now I want to see him do it again. Absolutely. Well, he said, Cruise said, he's been wanting to work with Alejandro. It was a long-held dream that he wanted to work with him. So he admires his work and his fearlessness and willingness to transform himself for the role. And they're not best friends, but we know this Alejandro guy, he's not a conservative. He's going to be on a complete opposite. So there's a message there. And sometimes, you know, Jim Scott Bell, who Tom introduced me to, wrote a book called Plot and Something. He said, whenever the message is bigger than the entertainment, you lose the audience. And maybe the message was bigger than the entertainment. And maybe they were trying to make such a message about climate. Because what critics called the movie, these are the words they used. Smug, overlong, loud, preachy. So deliberately un- Pleasant. Like, it's trying to tell you that you're wrong for doing this. And how do you not know that America doesn't want to hear that? Vinny, like, if right now, who's your favorite director of all time? Who would you want to be in a movie with? Francis Ford Coppola. If Coppola gave you a movie right now to do that, it's a story about capitalism sucks. Are you going to say no to it? That capitalism sucks? And you're playing a guy that is giving hardcore recognition to communists. No. And it sucks. Oh, you would not play that movie? No, because. And anti, because I don't stand for that, Pat. It's a story about Americans are greedy and all they care about is money. But you get to play with Coppola and you're the fifth most important role in a movie. You would entertain it. I would entertain it. But in my heart. Maybe, maybe it's just a role because you wanted to work with him. And maybe we as viewers don't have to necessarily say he agrees with the storyline. But he invested money, too. But he's a producer of the movie. Tom put his money on it. Tom put money into it? Oh, yeah. Could you look it up? Do you know that for a fact? I'm almost. Sometimes you can get the producer and not put money. I'm almost positive that he had to. I think he put money. Because if he's producing it, Pat, I think he's. If he invested, you can get producer without investing because they want to put that name on there as a title because it can draw an audience. Did he? What's wrong with him doing a passion project? I've done no credible reporting that Tom Cruise personally put his own cash into the movie. But he is a producer of it. What I'm saying is he had a producer. He did not personally invest. He was a champion. Champion. Those are two different things that you can do. So I don't know if he invested in it or not. Okay. not his best work uh but not a snitch but not a snitch who would you who would you select what like it similar to cruise with this is there somebody out there that you would love to work with like if you were an actor for me it wouldn't be directed would be an actor if i'm if i'm in a movie with denzel with rdj with russell crowe with um you know vince vaughn man you know vince vaughn like the stuff you watch like speaker city right you know the stuff that he did with old school and you know you get a couple miles you think i'm doing this for me you think i'm doing this for you you think i want to be away from my wife and kids i'm doing this for you shame on you for saying something like that i know great stuff that he says earmuffs that's all you have to say you know why can't you do it that's all you have to do i'd love to you know there's certain people but uh like i would love mel gibson directing stanley kubrick yeah you know like those would be fun one i'll give some would be fun one who would it be for you ridley scott it's not even close really wow i don't care for the the liberal guys that are out there the you know i just i just don't um you know dino de laurentis going way back when de laurentis but ridley scott the things that he did he did alien he did blade runner he's old school gladiator but look at the amount of time that spans blade runner she's alien gladiator oh yeah and everything it's just incredible and of course his brother tony scott did uh top gun and all that and then those are brothers yeah brother and then tony scott committed suicide in long beach california jumping off a bridge uh true story unfortunately tragically but i'd want to work with somebody like um ridley scott very cool now we know ridley if you're looking for an actor tom is very good he's been on a couple sketches tom has been on a couple sketches so let me let me read to you guys father and son segment let me read this to you about relationship of a father and a son and how a son views his father uh as they're going through the different ages okay so here we go at five years old your dad is your superhero he's the strongest and cleverest man on the planet he lifts you with one arm fixes anything that breaks and knows the answer to everything nothing is scary next to him not the dark not monsters not thunder you want to grow up to be exactly like him you want to be the best you want to be the best you want to be the best you want to be the best you want to be the best you want to be exactly like him at five years old at ten years old that is the defender he's the one you run to when someone hurts you outside when the bike breaks or when you need a yes for something that matters he is still a hero but he is no longer a magician you start to notice that he gets tired and that sometimes he does not know either but behind him it's still safe at 15 years old dad understands nothing his advice is old his rules drive you mad and his jokes are not funny you tell him you don't get me and leave me alone you are sure you are smarter than him and would do fine without him and you never notice how much your silence hurts him at 20 that is somewhere in the background you're busy building your own life with study friends first love first money he calls you and you decline with i'll ring you back later he texts and you answer in one word and every single day he waits for a simple hey dad how are you and he doesn't get that text at 25 it turns out he was right the advice that annoyed you works and the warnings came true what sounded like nagging was experienced all along you start calling him yourself asking and listening he was never behind the times he had just walked the road before you and he was trying to save you from the potholes at 30 that becomes a person he's not a superhero or god he's a man who was scared who got things wrong who did not know the right uh way either he worked the job he hated so you could have a childhood and he kept his own pain quiet so you would never carry it you finally see him as he is and you love him more for it at 40 time is running out you notice the gray hair the slower walks the pause is when he loses a word it hits you that he will not be here forever so now you count the visits you hug him harder say the things you put off for years one day there will be nobody left to say them to after he's gone dad lives inside you for good you catch his gestures his phrases and his look in your own mirror you raise your own children and suddenly understand every choice he made and every silence he kept he never really left he is in your voice when you tell your children don't be scared i'm right here so call him today if you can not tomorrow and not on a holiday say the things you keep putting off or just ask dad how are you those words mean the world to him more than you know so guys let's just text our dad real quick and say dad how you doing if you can't some people's dads are not here but it's a simple message that means the world tom when you when you hear something like this five ten fifteen twenty thirty forty how do you process that um i'm glad that my dad and i didn't have um a real distant shift in my teenage years um uh i found he was pretty smart pretty quick um first business i built was when i was 17 my surfboard and boat repair business and i remember him sitting down talking to me and saying now you do know that you're wrapping some of that resin in newspaper and putting it in a trash can and it probably should be chemical disposal and i'm like yeah i guess i gotta so you told me i remember that conversation and i remember him saying and you do know you're not paying insurance in my garage and you do know if something those surfboards get stolen out of my garage you're gonna have to pay for those because you have no business insurance and i'm like dude all i was trying to do was make money repairing surfboards but i remember just how smart that was and when i wanted to be a marine biologist and he and i know no internet so i drove down university of miami and i said hey what do you what do people do with marine biologist degree oh about 60 of them go get a master's thanks i drive all the way back home from miami and then my dad said what do they do with the master's degree and i'm like damn it i didn't ask i didn't i didn't think i go back down there and i find out about 70 of the masters get a phd and they go to work for an oil company as a offshore drilling lobbyist or they go work for an environmental fund or they go back and teach okay you may enjoy marine biology but do any of those three things have any appeal to you i said no so i remember how my dad used to give me logic and reasoning with questions and i would go out and find the answer and come back and like did he did he know this but put me through this and that's what i can go i remember complaining to my mom mom i drove all the way down to miami twice i had to pay for gas and everything and just to get the answer to the question she said well now you have your answer and i used to think to myself did he have the answer all along and i could have just asked him but i wouldn't so he was a builder yeah and he what's the greatest thing you learned from him greatest lesson you learned from your dad i'm gonna come to you guys as well what's the greatest lesson you and folks if you're listening to this just post it below what's the greatest lesson you learned from your dad never piss off your mother so it's like was uh is that it or you're joking no i'm that was number two now that's a pretty big one if you know bad was that actually one that he would say well he wouldn't say it like that he said don't upset your mother he would warn me because then we're all in trouble and he was very because if mom was upset something for a week it's always like okay everything was there i think the lesson he taught me was simply about um uh integrity honesty and um you know don't don't give that up because you'll carry a label for a long time favorite moment with him ever favorite moment ever with him um ever this episode is brought to you by google chrome you think you know about google chrome you think you know about google chrome you think you know about a browser but gemini and chrome that's new it can help you with practically anything on the web like restoring a vintage motorcycle from a 50 page restoration block or finally break down that long article you've had open for weeks gemini and chrome is here for it ready to make anything online make sense there's no place like chrome check responses set up required compatibility and availability varies 18 plus hank joined bj's wholesale club the day he became a father of 30 i coach football now coach hank saves up to 25 off groceries store prices 30 pounds of pasta three cases of protein bars 75 sports drinks and that's just pre-game he knows teamwork and bj's knows savings this is your home coach home of the save join for just 20 at bjs.com slash mesquite and save 10 cents per gallon for six months open soon limited time offer new members only bj's home of the save still wearing those old cargo shorts if your wardrobe's due for an upgrade but you don't have to worry about it you don't have to worry about it you don't know where to start you need stitch fix your stylist learns your size your style and your budget then sends a box pick just for you they always nail the fit no store no hassle no subscription required get started today at stitch fix.com that's stitch fix.com ryan reynolds here from int mobile the message for everyone paying big wireless way too much please for the love of everything good in this world please don't forget to subscribe to our world stop with mint you can get premium wireless for just 15 a month of course if you enjoy overpaying no judgments but that's weird okay one judgment anyway give it a try at mint mobile.com slash switch upfront payment of 45 for three months plan equivalent to $15 per month required intro rate first three months only then full price plan options available taxes and fees extra see full terms at mintmobile.com get more from every job with Kubota construction equipment from SVL compact track loaders to KX compact excavators Kubota brings proven performance smart value and job site reliability to the crews who count on their equipment every day built for demanding work and backed by dealer support Kubota equipment helps crews stay productive through long days tight timelines and tough conditions performance that pays you back get more from every job with Kubota construction equipment when he got cancer at 59 and he and my mom had a little extra money and so he he got cancer at 59 and he and my mom had a little extra money He was like doing very ill. He was blaming me that she got cancer. I'm like, dude, you're just you're blocked. And I remember he was leaving me voicemails. And then my mom called me and she's like, you know, your father died. And I was like, what? I thought she met my stepfather because he was actually even worse shape than my dad. My mom knows how to pick them when it comes to health. went to the funeral and it was very what's the word cathartic because you get to speak publicly I literally did stand-up comedy and did a eulogy all in one and the crowd was crying and laughing and shedding tears and and and and cracking up and it was amazing and that was the the best and worst I ever felt and it's been the best feeling on me forever eventually I I checked uh my phone and I had so many missed calls and voicemails and they a lot of them were very negative and uh it was uh time and place he was my dad and and now um moving into another chapter of my life without him and uh he's taught me a a I'll end on a positive note he taught me a lot about work ethic because this guy could barely get out of bed he had cerebral palsy and a lot of health issues but he worked every day and and I respect that so and it interesting thanks pops since everybody's got a different story yeah and everybody you know when you when you go through it the the the when I have I have my own issues as well with with family I mean when you're talking family you and I've any we've spoken yeah you know who picked your dad and your mom god did yeah for a reason you you may not know for a long time good bad ugly he picked them uh whether you know but for me with my dad it's time, anytime we're together, I've enjoyed the company. The time we're at a wedding in Glendale and this Russian family is like, Gabriel, we had so much alcohol that they had this wedding because these guys wouldn't let us. Finally, he's like, we got to get. out of here your dad was drinking oh gabriel got drinking how many shots what are you we're at a russian wedding because i used to date a russian girl that listen we had such a good time at that wedding but my dad said if we don't leave tonight we're gonna be hospitalized so we both were drinking together are you kidding oh my god we're in the car leaving i can't tell you how we got home wait how many shots did he drink papa gabriel i had no idea shots because i'm not joking with i had no idea your dad got down like that their blood is actually made out of vodka but your dad's not russian no but but he he knows that but that day it was like horrible i have a newfound respect uh no to us the first hawaii trip we went to in february of 2004 manny soto and i were talking about this the other day and uh how we looked at a uh a a tuna salad it was 20 bucks i said i'll put 10 bucks if you want to tell me that's the kind of money we have and i would go to a local walmart and buy bread and cheese and uh and uh ham just to have sandwich in the morning i was that broke but we were in the back of my dad said you know i could live in hawaii one day i said you know what you know it was kind of like first time my dad was dreaming or the last moment when we're leaving iran and he puts a you know necklace or he gives me something for me to think about because this is a guy i wanted to be around my entire life gypsy king concert wrote a bunch of different things but uh special guy but no matter who it is folks whatever you're doing call your dad send him a message ask him how you're doing you would be surprised by this so let me read uh this last before i shut it down and get off i got a menec from a from a man in australia he says my name is leon i'm from australia my parents and i enjoy listening to your podcast and your co-host all of them adam tom and vinnie my dad frank has stage four pancreatic cancer he was on chemo for quite a while and was not doing well but the situation has changed since and after meeting with the doctors today his options may become limited despite the diagnosis both of my parents have been very supportive and positive as they keep saying think positive and be positive i'm very grateful to god for giving him the best parents i could have ever asked for if possible it would be very much appreciated if you and the team could send a message to him and keep him in your thoughts on a menec back i said instead of sending a message back we're saying it here frank wherever you are sir out of australia respect you for staying positive leon good for you for you know praising your dad and giving him credit you know you are part of the lucky family and i'm very grateful to you for that and i'm very grateful to you for that and i'm very grateful to you for that and i'm very grateful to you for that and i'm very grateful to you for that of having great parents who set a great example for you and may god be with you you're in our prayers and uh hopefully you get better god willing and uh we'll get a chance to meet you one of these days we got a lot of people from australia that follow the content but much love and prayers your way sir frank as well as leon much love to you as well they wanted to hear from everybody here frank leon ruin and praying for you thank you from all the way from australia gang have a good day go yankees we'll do this again friday take care god bless bye when an intruder approaches a home they expect a camera what they don't expect stop this is simply safe police are on the way using smart ai cameras live us-based agents help deter intruders in under 30 seconds don't just record a break-in stop it from ever happening plan starting around a dollar a day right now get 60 off your new system with professional monitoring at simply safe.com slash spotify 30 seconds response time requires monitoring plan with outdoor protection starting at $49.99 a month visit simply safe.com slash licenses for alarm license information reaching your audience on spotify with display ads is easy use your existing creative and launch your first campaign in minutes with spotify ads manager

Podcast Summary

Key Points:

  1. Nike is losing market share due to poor strategic decisions, including ignoring innovation from competitors like OnCloud and underestimating China’s shift away from its products.
  2. Mbappé’s move to OnCloud signals a shift in consumer loyalty toward tech-driven, personalized brands, highlighting Nike’s failure to adapt.
  3. OnCloud’s strategic hiring of Thierry Henry and recruitment of Mbappé demonstrates a successful "sequencing" model that re-engages athletes and fans.
  4. AI companies like OpenAI and Anthropic are facing internal security issues, with firings of researchers accused of sharing confidential information, raising concerns about espionage by Chinese nationals.
  5. A growing number of cases involving Chinese nationals stealing trade secrets from U.S. tech firms indicate systemic risks in foreign talent hiring.
  6. The U.S. must reevaluate H-1B visa policies, especially for Chinese nationals, to protect sensitive industries and national security.
  7. Data shows lower military enlistment rates among Hindus, Buddhists, and Jews, raising concerns about patriotism and loyalty to the U.S.
  8. The Republican Party is losing ground due to a lack of energizing, authentic voter engagement, especially among the "fourth type" of voters who passionately advocate for their cause.

Summary:

The transcript explores a range of critical business, political, and geopolitical developments. Nike is in decline due to strategic missteps—such as ignoring market shifts in China and failing to innovate with competitors like OnCloud—leading to a sharp drop in market cap from $264 billion to $150 billion. Mbappé’s move to OnCloud underscores a shift in athlete loyalty toward personalized, tech-forward brands.

OnCloud’s success stems from strategic sequencing, recruiting Mbappé after leveraging his admiration for Thierry Henry. S. tech firms.

This raises urgent concerns about foreign talent hiring, especially under H-1B visas. The speaker argues for stricter vetting processes and national policies to protect sensitive industries. Additionally, data on military enlistment reveals low participation from certain religious groups, prompting questions about patriotic loyalty.

The political analysis highlights how the Republican Party is failing to energize its base, lacking the passionate, authentic voter engagement needed to counter the left. The overarching message is that businesses and nations must constantly re-engage, reinvent, and re-secure their foundations—because loyalty is not permanent and competition is now global and deeply strategic.

FAQs

Nike lost market share due to poor strategic decisions, including over-reliance on Air Jordan, ignoring innovation from competitors like OnCloud, and cutting relationships with wholesalers. Its direct-to-consumer strategy failed, and it lost ground in China, where revenue dropped for nine consecutive quarters. Additionally, its digital sales and product lines became outdated.

OnCloud signed a $210 million, 10-year contract with Mbappé, who is the world's top scorer in the World Cup. This move signaled a shift toward innovation and athlete-centric design. As Nike failed to keep up, OnCloud gained significant traction, highlighting a broader trend in consumer preference for technology-driven, personalized brands.

CDC data shows that societal acceptance of being gay has declined over the past six years. This shift is noted as a significant trend, with companies like Disney adjusting their content, suggesting a broader cultural realignment in how gender and identity are perceived.

OpenAI fired three safety researchers accused of sharing confidential information with third-party AI firms. Anthropic claims a Chinese AI model has hacking capabilities, raising concerns about espionage and data security. These incidents highlight growing fears of foreign influence in AI development and the need for stricter vetting processes.

There are significant concerns that Chinese nationals may be involved in espionage by stealing trade secrets from U.S. tech companies like Google, Apple, and Skyworks. Prosecutions and allegations have surfaced, prompting calls for stricter visa policies and security screening for employees in sensitive industries.

The H-1B visa system allows foreign workers to enter the U.S., including from China and India. Critics argue that it creates a pathway for espionage, especially when workers with access to sensitive technologies are not properly vetted. This raises concerns about national security and the loyalty of foreign talent.

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