Iran

“In the raid that Israel did in retaliation, they took out all of their air defenses and a lot of their Long range missile making capability, which means they don't have the ability necessarily to sustain a long conflict.”

“Iran had just done the deal with Obama where they now were flush with cash and on a glide path to a nuclear weapon.”

“And then the Biden team was worried about the global oil prices. They stopped enforcing the sanctions. They've sold over a hundred fifty billion of oil, which has allowed them to refill their coffers.”

“And with Trump coming in, there's a super high probability that their ability to sell oil in the future is going to go down.”

“So to give you a sense, when Obama left office, they were selling 2.6 million barrels of oil a day. When Trump left office, they were selling about a 100,000 barrels of oil a day. The Biden administration didn't enforce the sanctions, and now they're selling o…”

“You have the Gulf states that are very effective in many ways and are using You know, their oil and their money very effectively, but they still can't defend themselves from Iran. They still, without outside help, they cannot stand.”

“Israel, I think, may have hoped that it could kind of Bear the weight of being a counter hegemon to Iran. Israel is too small and too alien to the rest of the Middle East to really play that role effectively, I think.”

“And I don't, you know, I think history doesn't give us a choice. We stop Iran ourselves, or Iran asserts and maintains hegemony over the oil resources in the Middle East.”