Pod Save the World - Trump Barrels Towards War with Venezuela

Episode Date: October 8, 2025

Tommy & Ben sound the alarm about how Trump is laying the foundation for war with Venezuela—breaking down the administration’s justifications, what escalation could look like, and why attackin...g Venezuela won’t solve America’s drug problem. Then, they discuss the latest negotiations between Israel and Hamas over Trump’s Gaza “peace plan,” Israel's treatment of activists arrested from the Gaza-bound Global Sumud Flotilla, an update from journalist Noa Avishag Schnall, who’s currently sailing to Gaza with another flotilla, and the United States’ unprecedented security agreement with Qatar. Also covered: how MAGA is advocating for an El Salvador-style judicial takeover, Russia’s “hybrid war” on Europe and its shadow fleet of decrepit oil tankers, and the over-the-hill rock stylings of Argentina’s embattled president, Javier Milei. Finally, Tommy speaks with Michael Froman, president of the Council on Foreign Relations and former U.S. Trade Representative under Obama, about Trump’s trade “strategy,” the death of the rules-based system of global commerce, and why the humble soybean has become a flashpoint in the trade wars.For a closed-captioned version of this episode, click here. For a transcript of this episode, please email transcripts@crooked.com and include the name of the podcast. 

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Starting point is 00:01:40 whew, nice little comeback. It's been a great couple of weeks for New York sports. Tough. Yeah. I'm sorry by the Mets. I know. And the Jets and Giants have one win between them, but your Patriots, taking out of Josh Allen.
Starting point is 00:01:54 Are you wearing a Mets shirt? No, this is the MET. The Mets. This is the museum. My membership T-shirt. I got my membership T-shirt. I do not get invited to the MET Gala, but I do get a T-shirt. I wonder what it takes to get invited to that.
Starting point is 00:02:05 You just have to be on somebody's list, right? We're definitely not on those lists. No. No. Isn't it like some, it's someone famous, right? Antointoor? Thank you. Yeah. No.
Starting point is 00:02:14 Not on our radar. Not on our radar. Well, welcome back. Ben was just the London town. I was. Did you see anybody? Anybody fun over there? I mean, I went to the Albies, which is the George and Amal-Klooney's annual dinner honoring various people who did great things.
Starting point is 00:02:34 Nice. There are people there who go to the Met Gala. I was not one of them. get sanctioned by the U.S. government. Yeah, possibly. Let's, for caring about
Starting point is 00:02:42 international law. So if that's not the case. Yeah, let's hope that's not the way. Yes, but it was, it was nice to be over there, although there was like a,
Starting point is 00:02:49 like a, like a, a scary feeling of kind of 20, 22 vibes, as we've talked about, like labor is kind of, oh, yeah, teeterate.
Starting point is 00:02:58 Like running back the old Biden playbook of defeating far right extremism. So hopefully they figured out as like, Tommy Robinson's rampaging through this year with 120,000 people. Exactly.
Starting point is 00:03:08 Yeah, it's not great. Well, welcome back. Good to see you. And we had a great show for you guys today. We're going to talk about these growing signs that the United States is barreling towards a war with Venezuela and why no one really seems to be talking about it. Just here on Pots of the world, this is why you got to smash that subscribe button. It's crazy. So you're ready for the war. We're going to talk about Hamas's response to President Trump's peace deal and then Trump's response to the Hamas response and how it humiliated Israeli Prime Minister Bibi Dan Yahoo. But then what comes next? We're also going to talk. about Israel's treatment of activists who are arrested trying to enter Gaza on a flotilla. Trump's surprising executive order announcing a security guarantee for Qatar backed by the U.S. military will explain how a bunch of Trump supporters want to turn the U.S. into El Salvador, the latest on Russia's drone incursions into Europe, and how the so-called Russian shadow fleet is involved. There was a blackout in Afghanistan that was really weird and worth noting, and then a rock concert in Argentina that will likely make us cringe.
Starting point is 00:04:07 Ben, then you're going to hear my interview with our old friend and colleague Mike Frommon. Yeah. He is now the president of the council on foreign relations. He's an expert in international economics, trade, all of the above. We talk about what the hell is Trump's trade policy, like how many of many months after liberation today, what he's doing with China? And then Mike, why Mike believes that basically the international trade system, as we know it, is dead in what should come next. So good talking to him. curious to figure out what Trump's trade policy is if he can help us do that, that'd be great.
Starting point is 00:04:40 Yeah, that was basically my question to him. It's like, I no longer know. You know, we were going to do, it was going to be like tariff-paloo then 90 deals and 90 days. And now it's just like, I don't know anymore. It's just kind of impulse control. It's kind of like, I'm mad at Brazil, tariff view. I'm mad at India, tariff view. I, you know, I heard this from somebody at Mar-a-Lago at the line for the men's restroom. And so someone's getting tariffed, you know, it's very strange. Very, very strange. Okay, well, we are going to start today's show in South America because it does feel like we are barreling towards this regime-change war with Venezuela, and it's just not good enough attention. So I'll try to quickly sum up the context that has everybody so concerned or us so concerned. As we've discussed, the United States just keeps blown up boats that the Trump administration claims are being driven by narco-terrorists off the coast of Venezuela, basically they're calling them a drug runners. We have no of at least four strikes so far that have killed at least 21 people. To facilitate those extrajudicial murders, the U.S. has moved a ton of military assets to the Caribbean.
Starting point is 00:05:40 That includes thousands of U.S. military personnel, eight Navy ships, nuclear-powered sub, three guided missile destroyers. They also said a bunch of F-35 to Puerto Rico. And then last week, the Trump administration informed Congress that the U.S. is in, quote, armed conflict with drug cartels that the Trump administration has labeled as terrorist organizations. the administration calls suspected drug smugglers unlawful combatants and argues that it's okay to kill them. Basically, they're saying that the drug cartels are waging war on the U.S. by bringing drugs here, and therefore it's okay for the U.S. military to kill them. It is totally unprecedented. It is an absurd argument.
Starting point is 00:06:17 More on that in a second. But in an address for the Navy's 250th anniversary at Naval Station, Norfolk, on Sunday, Trump bragged about the latest strike on one of these boats and then threatened to go even further. Let's listen. The Navy has supported our mission to blow the cartel terrorists the hell out of the water. You see that? Every one of those boats is responsible for the death of 25,000 American people and the destruction of families. So when you think of it that way, what we're doing is actually an act of kindness.
Starting point is 00:06:51 But we did another one last night. Now we just can't find any. You know, it's the old story. We're so good at it. that there are no boats. In fact, even fishing boats, nobody wants to go into the water anymore. Sorry to tell you that they're not coming in by sea anymore. So now we'll have to start looking about the land because they'll be forced to go by land. And let me tell you right now, that's not going to work out well for them either.
Starting point is 00:07:13 Hear that mission creep. I do. So in previous episodes, we've talked about reports that the Secretary of State and National Security Advisor Marco Rubio is pushing. And archivists is pushing hard for regime change into Venezuela into topple President Maduro, who we were the first one to admit, is a tyrant and a bad guy and still the last election, but that doesn't mean a lot of bad guys out there. Yeah. For a while, it seemed like there was a surprising voice of reason in the administration named Rick Grinnell. Grinnell is a very caustic individual. He's kind of a Twitter troll come to life, life who was one of those vague special envoy roles and had been reportedly. And executive director of the Kennedy Center. And they've
Starting point is 00:07:52 been using that position to just have a dialogue with Maduro's regime, hopefully create an offer. ramp short of war. But then on Monday, the New York Times reported that Trump ordered Grinnell to stand down and stopless diplomatic outreach to Venezuela. So there goes that. So in short, the White House has constructed a secret legal rationale that they believe authorizes air strikes against cartels and cartel members. They have asserted that Nicholas Maduro is himself a cartel leader. So if you follow that logic train, it would seem to justify the U.S. military killing Nicholas Maduro himself. Pretty alarming. But Ben, I didn't see a lot of Democrats sounding the alarm about this until Tuesday when the House Foreign Affairs Committee Democrats finally tweeted, quote,
Starting point is 00:08:31 Trump and Rubio are pushing for regime change in Venezuela. The American people don't want another war. And Congress can't let any president start one illegally or unilaterally. That's not how the Constitution works. Glad they said that. But Ben, like, what's your level of concern about all of this growing momentum towards whatever that Trump just outlined there is? My concern is very high. And you just feel this steady build. I mean, first of all, we should say, it certainly feels like there could be innocent people who have been blown up on these boats. We get no information about who these people are, what the basis is for blowing these boats out of the water. What Trump said there is complete and utter bullshit.
Starting point is 00:09:12 You know, one speedboat is not going to kill 25,000 people. Their legal rationale is also complete bullshit. They're describing people on these boats as unlawful combatants. At worst, they're drug dealers, and that's a really bad thing to be. be, but that's different than being a combatant. That's the language of war. That is saying that they're a legitimate military target. And if you're defining Maduro as the head of a cartel, you're defining him as a combatant potentially. And look, we should also say that under that logic, anybody selling drugs could just be killed. You know, it's a similar logic to like a policeman
Starting point is 00:09:51 just shooting someone on the corner who's selling whatever, you know. So that's scary. But I also think that this accomplishes a lot of different objectives, right? And we can break down the different personalities. Rubio desperately wants as part of his political identity. I think the price of his soul is, you know, he wants to overthrow the Venezuelan and Cuban governments. He's always wanted to do that. I think he's, as I said on the previous podcast, very credulous of these Venezuelan opposition guys who come to him and say, oh, it's just, you know, it's all set. We have the plan.
Starting point is 00:10:23 I mean, this happened last time. So that's Rubio's interest. I think Stephen Miller, who's been behind this too, likes the idea of how much power Trump could claim if there's a war. You know, that that leads to more, you know, he's already used the war with Trendairagua to justify deportations. Who knows what other authorities he could claim if Trump is a so-called war president. Trump likes the power that comes from the war. He also likes the fact that there's a lot of oil in Venezuela. And I think he wants to get his hands on that oil.
Starting point is 00:10:51 Yeah. Grinnell was trying to do that through a deal, but, you know, Trump has clearly been persuaded. Maybe we can just try to take this oil. And there's also like some weird Republican Party DNA, Tommy. I was thinking about this as we're getting ready today. You know, Ronald Reagan, when he was on the back foot in like 83, remember he invaded Grenada. So for some of the younger listeners, this was a totally trumped up invasion. There was a kind of left-wing government that had taken over Grenada.
Starting point is 00:11:17 And Reagan, with not much legal basis whatsoever, invaded that country. He said he was coming to the aid of like a few hundred American medical students there. big flex and they seemed real nice and easy. Then George H.W. Bush invades Panama because he said Manuel Noriega was then the leader of Panama, but also the leader of a cartel. And they literally arrested him and put him in prison. Now, difference being, Grenada is a small island, Caribbean state. Panama's like much small. Venezuela is a big military dictatorship, you know. And giant, like geographically, it's the size of Germany and France combined. That's right. So I think these guys are talking themselves into something being easy.
Starting point is 00:11:57 I don't know what the thing is, whether it's just bombing Venezuela, whether it's like some coup, whether it's some kind of opposition scheme that they'll get behind, or whether it's just like a full-scale regime-change military operation. But it definitely feels like we're under ramp
Starting point is 00:12:09 to something other than just boats. Yeah. You know, and that, by the way, that time story you flagged, if you read between the lines, it was like they were warning us, you know? Yeah, big time. The Grinnell's effort at negotiation
Starting point is 00:12:24 has been terminated. You know, and all that's left now is this step laddered escalation. And it's like what possible reason would you just terminate one like channel of dialogue? It doesn't make any sense. There's just no rationale for that. Yeah, Ben, I was talking to a couple Venezuela policy experts today just kind of like get a gut check on how worried they are about this. And first of all, it's just worth noting like it sounds like Trump really did want to take out Maduro in his first term and genuinely wants Venezuela's oil. and he was sort of talked out of it by the Pentagon and by Latin American leaders,
Starting point is 00:12:57 but a lot of the sane voices that would have talked about of that kind of thing in the first term are now gone. They outlined for me kind of a range of options or things we might see. Like the least worrisome way to explain what's happening is that this is really just about like the designations of the cartels and Maduro is really about laying down a legal argument that the U.S. is being invaded by Venezuela and trying to justify invoking the Alien Enemies Act. So it's like a continuation of the legal fight that you're seeing from Stephen Miller and others. And it's battling out in the courts. The kind of next rung up the escalatory ladder could be naming Venezuela to be a state sponsor of terror and putting them on the SST list, which would lead to a bunch of very strong sanctions and penalties that I think would lead to another mass migration out of Venezuela potentially. Then you could see a scenario where, you know, you've got the CIA maybe selling Marco Rubio on some sort of covert action to topple Maduro. And we know, like, Rubio, as the head of the Intelligence Committee in the Senate, would have been briefed on these kinds of operations.
Starting point is 00:13:55 But, like, God help us if he wants the sticks, you know, and he wants to kind of run one himself. And then there's just a whole range of direct military action that we could see that could go from bombing a cartel target in eastern Venezuela to a leftist guerrilla group like the ELN in other parts of Venezuela. Or maybe you start going after Venezuelan military targets, like radar or air defense systems, et cetera. And then the final like boss of insane ideas is a U.S. military invasion of Venezuela, which, as you just said, like Venezuela is massive. It's a crazy idea. The U.S. military could never occupy Venezuela. We would never want to. And as you also pointed out, like a lot of this is being driven by well-connected, wealthy opposition groups and individuals.
Starting point is 00:14:37 It's by Trump's desire to get Venezuela's oil. It's by Rubio's politics and its presidential ambitions. but like the people that historically have not felt like this was a good idea are the U.S. intelligence community. Like they felt like regime change would not end well that, you know, maybe you could depose Maduro, but then you're going to get some the next general up. It's not going to be some like benevolent group of pro-democracy generals that transition the country to democracy.
Starting point is 00:15:05 No, there's like a bunch of powerful factions, especially the military. They will cling to power for dear life because they are corrupt and they know they will get, like, purged and prosecuted if they're pushed out of there. So it's just, it's just, I don't want to sound alarmist, but it's hard to see a version of this plan that, that ends well for anybody. Yeah, I mean, another group of people that think this is a terrible idea are like all the other countries in Latin America, most of whom don't like Maduro, you know, I think another thing that's really important to drive home to people because we live in such a distorted reality is that Venezuela is not a particularly large source of illegal drugs coming to the United States,
Starting point is 00:15:41 Right. So another reason this is fishy is that the pretext is not true, right? Fentanol is not coming from Venezuela. It's mainly coming from precursors from China to Mexico. Mexico, Colombia are bigger sources of drugs coming to the United States. Peru and Ecuador have major ports of exit. By the way, I'm not blaming all those governments either. It's just cartels are very active in those places.
Starting point is 00:16:08 And sure, like Venezuela is engaged in this a bit, but they're just, just nowhere near, like, the main issue when it comes to drugs. So Trump is spinning a story that is just wildly out of proportion to the underlying challenge, right? I mean, they're oral rich. Like, they don't need to become a narco state, you know? And this is the other problem is that there's no, you mentioned these day after scenarios. I just can't, for the life of me, think of what the clean scenario is here. But it may be that Trump doesn't give a shit, you know. if there's just this kind of failed state, you know, with lots of violence. Because to your point, like the Venezuelan opposition, who we should say includes like some very courageous people.
Starting point is 00:16:51 But the challenge is they have a lot of interest in saying, hey, this will be easy and like we're ready to step in and govern. But as you said, like the military is not going to relinquish control of this illicit economy that has got its grip into. The military is not going to want to face accountability for their own human rights violations. You've got millions of Venezuelaans are out of the country who are some of the people that are more kind of aligned with the opposition. So I see no way in which this escalation is clean. It's going to exacerbate an already terrible humanitarian circumstance because of their own mismanagement because of U.S. sanctions. And look, it just plays into this. I also worry about it kind of normalizing, you know, the use of military force in Latin America generally because we know
Starting point is 00:17:37 Trump's talked about the Panama Canal. We know he's talked about strikes in Mexico. Obviously, Greenland's up in, you know, North America, but I kind of feel like Trump looks at Latin America, like Putin looks at the former Soviet Union. Oh, yeah, definitely. You know, and we should just kind of be able to go down there. And, you know, this is how things were a lot in the past and knockover governments. That never ended well. It's usually ended in chaos or a right-wing dictatorship or a swing to a left wing revolution, death squads, you know, this is not a movie we want to repeat, and we seem to be slow walking into it. And just because it's not, you know, the headline issue of Ukraine or Gaza or shutdown or what have you, this could be one of the things that catches
Starting point is 00:18:22 us by surprise as, you know, the beginning of something pretty nefarious in the Trump era. Yeah. And there's some reporting in The Guardian that Stephen Miller is like running. the strikes on the Venezuela boats via his leadership of the Homeland Security Council. And, you know, I was talking to someone who pointed out that the first boat that these guys targeted the U.S. military blew up was straight up murder. Like it's almost certainly, remember that boat was the one that was off the coast of Venezuela. Yeah. It spotted the U.S. plane tracking them. It turned around and then they struck it anyway. And then there were survivors. And then they took another pass and they struck the boat again. And there were so many people on the boat that, uh, There might have been drugs in there, but, like, experts think that there was almost certainly migrants on that boat as well. Yeah. If you're smuggling drugs, you don't have, like, a whole bunch of people on the boat. You're trying to get the fucking drugs on the boat, you know, not that I have any experience on this. But I actually do have experience. Weirdly, we struck a deal with the Cubans to, like, jointly interdict, you know, drug shimmins because they don't like drugs either there, you know? I mean, so this is, like, not hard to interdict these boats.
Starting point is 00:19:28 Trump is making it's big point that it's some kind of deterrent. but that's kind of not how the drugs get here, right? They mainly come up via land. I mean, some of them come, first of all, more the boats come from, we talked about it, like Ecuador, right? So I'm not suggesting we should blow up boats there either, but the main route of drugs in the United States. Right. The solution is not addressing the problem. No, and it's a drop in the bucket.
Starting point is 00:19:54 Right. Even if he stopped all boat traffic from Venezuela, like that's just not the fentanyl that's coming across the Mexican border. That's not the drugs he's saying he wants to stop, which makes you think there's another agenda here, which is Rubio's ideological agenda, Miller's power agenda, Trump's oral agenda, and this lack of pushback, by the way, particularly from Democrats, because, you know, sometimes they're afraid. Oh, I don't want to be seen to be defending Maduro. We're the same stuff about Saddam Hussein, right? Oh, I don't want to look like I'm standing up for Saddam Hussein by opposing the Iraq War. Or there's like some hardliners down in Florida and there's like, what, one congressional seat? Exactly. Yeah, I mean, just fucking forget it, man. Like, be against this war, be against the illegality of it, be against the fact that it breaks his promises against Forever Wars, be against the fact that this is not even solving the fucking problem of fentanyl that he said he would solve. This is the wrong thing to be doing. And there's no legal authorization, no matter how many executive orders they put up.
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Starting point is 00:22:52 we're two years into the war and it's still as brutal as it is. It's just like, it's ungodly awful. The good news is there were some signs of hope last week. On Friday, Hamas responded to Trump's 20-point peace plan with an extremely qualified, yes, it was essentially they said, yes, we will release the hostages if that release achieves an end to the war and the full IDF withdrawal from Gaza. Hamas said, yes, we will hand over administration of the Gaza Strip to Palestinian technocrats as long as they get support from the requisite Palestinian and Arab groups. And then Hamas basically just ignored the rest of Trump's 20-point plan saying, like, we're happy to talk about it. Let's have a meeting. And Trump, interestingly, decided to celebrate that response and run with Hamas's qualified
Starting point is 00:23:35 response. And now the two sides are in Egypt conducting talks. So, We'll see how those go. With Jared Kushner. With Jared Kushner. I think Jared and Whitkoff might be on their way. Yeah. Tag team. Yeah.
Starting point is 00:23:44 So Al Jazeera reported that the first day was positive. Dumb and dumber over there. Hopefully that continues for Hamas. The talks are being led by Khalil Haya, who the Israelis tried to assassinate in Doha last month. That must be a little awkward in the lunchroom. Yeah, as you mentioned, Wickcoff, the golf buddy turned envoy is heading to Egypt soon. Jared Kushner is going to join him because why not add a little dash of nepotism and a little dash of conflict of interest there.
Starting point is 00:24:10 I remember Jared, I think it's sitting on $5.4 billion worth of Saudi Emirati and Qatari money. Yeah, he's vacuuming out money. So in his statement on Friday, it's worth pointing out that Trump demanded that Israel immediately stopped bombing Gaza. That has not happened. Military operations are ongoing. I think the IDF frames it as like defensive operations versus offensive, but in practice, it's still killing people. It doesn't matter. Ben, let's just pause there.
Starting point is 00:24:33 So I talked with our buddy Matt Duss about these developments. last Friday, like just a couple hours after the Hamas announcement. Everyone can check that out on the POTSafe the World YouTube, but please subscribe to POTSafe the World on YouTube because we're doing lots of breaking new stuff. You are in the UK at the time and fast asleep. So this is your first chance to weigh in. I mean, I chose to be hopeful because the alternative is so grim,
Starting point is 00:24:55 but I'm also clear-eyed that none of the details have been worked out or really agree to, and that basically, like, success or failure will be determined by how willing Trump is to focus and actually make Netanyahu do some hard things, But what was your reaction after a couple days of consuming news about this? Yeah, I think, look, this is the closest, it feels like we've been to a ceasefire and a hostage release, presumably in exchange for Palestinian prisoners, and a halt to the fighting that allows Aiden. It's the closest we've been to that since the last ceasefire fell apart. And so that is obviously positive.
Starting point is 00:25:32 if they're able to get that done, there'd be tremendous relief for the hostages in their families. There'd be tremendous relief for the people of Gaza if the bombing actually stops and food and other aid gets in. My optimism, my cautious optimism, ends there completely. I do not buy the rest of this plan. I don't think Trump is invested in it enough to put the pressure that will be required on Israel in particular. to stick to this plan. I see a million ways in which after the hostages are out, the Israelis kind of pocket that and, you know, find some pretext to just resume what they were doing. Hamas has not, you know, the part that they've been ambiguous about is that part that calls for
Starting point is 00:26:18 them to disarm. So how we're going to get from that initial ceasefire and hostage release to Palestinian technocrats running Gaza with a board that includes like Tony Blair and some Trump buddies, I just don't buy that second part, you know. I don't know. And so I don't want to diminish the achievement of if they get the hostages out and get some aid in, that's great. And by the way, that's more than like Joe Biden was able to do because, frankly, Trump seems to be occasionally putting more pressure on.
Starting point is 00:26:51 But Trump's pressure on Netanyahu is very episodic. Like he decides he wants to do something probably because like the Nobel Peace Prize deadline's coming up and he wants the big show. And I think what Netanyahu knows is, hey, look, well, I'll have to appease Trump on this one. Maybe I can get the hostages out, you know, lower some of the political temperature at home on that. But I really care about my far right. And frankly, I agree with my far right that we want to stay in Gaza and probably occupy Gaza and probably kick all the people out of Gaza. And so I just, I would urge people not because I'm being pessimistic, but because I think I'm being realistic, that even if we do see this happen, to be very careful about thinking that.
Starting point is 00:27:31 that now this 20-point plan is going into force. That's right. Because there's a lot of things that could fucking derail this thing. That's right, because neither side actually agreed to the full 20-point plan. Netanyahu didn't.
Starting point is 00:27:40 I mean, it's like, I'm torn on it too because, like, the details matter of these kind of plans. Again, we listen to people that have been through like the Northern Ireland process rather than the Balkans.
Starting point is 00:27:48 Like, the details really matter both sides of need assurances that the other side will actually go through with whatever the process and sequencing is to get to the next step. But also you want some strategic ambiguity in whatever's agreed to
Starting point is 00:28:00 that allows both, both sides to kind of do politics and like tell their supporters they got what they wanted out of it. It just seems like the strategic ambiguity, we're a little too heavy on the strategic ambiguity in this thing because it's just like 20 bullets. There's not a lot of details to this thing. And I'm with you. Like there's no chance that like whatever process is happening now is like gets you to step 20, which is like conversations about a Palestinian state. Yeah. And look, those are actually interesting parallels because if the example in the Balkans was Serbia Kosovo and Kosovo, if Kosovo is kind of the Gaza in this situation, well, Serbia was bombed
Starting point is 00:28:37 into submission, except in the reality that Kosovo is de facto going to be independent. We're not going to put that kind of pressure in Israel, obviously. And in Northern Ireland, the labor government, the UK government, like genuinely really wanted a deal that resolved everything. And Israel doesn't. Israel does not want that. And so the only way that you're going to get to 20 points is if you put like sustained, meaningful pressure on the Israeli government while making sustained investment in an alternative
Starting point is 00:29:06 Palestinian leadership to Hamas. And I just don't see this crowd having the kind of patience and political will to do either of those things. So maybe they get the first step. That's better than not getting the first step. But I would be very cautious about seeing this as a comprehensive, like a sustainable peace deal. If I'm proven wrong, that's great. But let's, You know, Trump always, I saw him say the day he's ending a 3,000-year war. First of all, I don't know what he's talking about. But second of all, like, he's not. He's potentially, in a very good way, getting hostages out and getting aid in.
Starting point is 00:29:42 Yeah. But let's be cautious. We've seen this movie before, by the way. It happened nine months ago, and this could be another version of that. Yeah, the best I'm sort of hoping for is hostages out, aid in the end of the bombardment and war in Gaza permanently, maybe some sort of IDF withdrawal. Like that all take away. That would be more than I think.
Starting point is 00:29:59 Yeah. That would be a huge one. The other sort of big things happening then is in previous episodes, we've talked about the global Samud flotilla, which is this group of ships headed towards Gaza to try to break the blockade of Gaza and deliver a symbolic amount of humanitarian aid, but really just raise awareness about what's happening there. That flotilla has had a rough ride. First, they were attacked by drones off the coast of Tunisia. The drones dropped some sort of incendiary or explosive device on several of these ships. CBS News reported last week that the drone attack was ordered by. Benjamin Netanyahu himself, the Israeli prime minister, and the drones were launched from an
Starting point is 00:30:34 Israeli submarine. It seems like a crazy use of a scarce, highly advanced military resource, but I think it sort of tells you a lot about their fear of the PR that could come from these sort of flotilla operations. But then this weekend, the flotilla was finally intercepted by the Israeli Navy as it was trying to actually get to shore. About a 450 people were taken to custody and thrown in jail. many have since been deported, including Greta Thunberg, as well as 21 Americans. Those Americans include a guy named California named David Adler, who crooked media's Matt Berg was talking to as the Israelis surrounded his boat. Adler was deported to Jordan on Tuesday.
Starting point is 00:31:13 Here's how he described his experience in Israel, in Israeli prison, Tuesday, news. Over the course of five days, we were systematically denied our most basic rights. I'm talking about food and water and life-saving medicines like insulin. We wanted to speak to our lawyers, which was like the most basic, and we're basically told, this isn't a prison. Like, you don't get access to a lawyer because you're not a prisoner. You're a terrorist. And we were just living in basically a rule, a non-rule of law, fever dream cooked up by Ben Gleur,
Starting point is 00:31:43 who came to, like Israel, cats, both came to this detention facility and had their photo ops there. There would be the riot here who would come any form of disloyalty or speaking out or speaking up, even about basic things like medical treatment. they would come and basically, you know, throw your head to the ground, shackle your hands behind your back, and then take you to either like sit in the hot sun or sit in, you know, total isolation and shackle your ankles as well and just leave you there basically for the day. So Adler mentioned Far Right Minister, National Security Minister, Itamar Ben-Gabir there, who said explicitly that mistreatment of these flotilla activists was by design and that he was,
Starting point is 00:32:22 quote, proud that we are treating the flotilla activists as terror supporters, Whoever supports terrorism is a terrorist and deserves the conditions of terrorists, end quote. At the same time, the Israeli government was saying that the claims of mistreatment were brazen lies. So they're kind of hard to square those circles there are bad. First of all, if that's what they're doing to Americans. Like, imagine what they're doing to Palestinians. It should go without saying that the U.S. government should be outraged by this treatment of peaceful activists, especially American activists. It doesn't seem like the Trump administration gives a shit.
Starting point is 00:32:54 I'm not sure I've seen Mike Huckabee way in on this. But Ben, you also spoke with an activist on a different flotilla. Could you sort of set up that conversation? Yeah, I talked to Noah Schnall, who's a journalist who's on like the next wave of boats coming in. She's on a boat called The Conscience, which, among other things, it has aid, but it also has a bunch of journalists because one of the things it's not allowed to get into Gaza is international journalists. Now, obviously, Palestinian journalists doing great work there. So I just wanted to get a flavor from her about what the mood is like on that boat, who's on the boat, you know, what's it like?
Starting point is 00:33:27 I was kind of curious. Like what's it like to be on one of these flotillas? So check out a piece of that conversation here. So a lot of our listeners and viewers have obviously been following these flotillas, but obviously don't know what it's like to be on one. I mean, why don't you just begin by describing us? You mentioned there are 82 people. Who's on board? How did those people get there?
Starting point is 00:33:49 Who are they? and what kind of solidarity you're feeling with your fellow crewmates? Sure. Well, the main solidarity is with the people of Gaza and all of Palestine, of course, but we're building solidarity with the people on the ship as well. Most of us meeting for the first time. This boat is designated specifically with medics and journalists, the majority of us, some activists and people with other great skills as well.
Starting point is 00:34:11 There's one fireman, there's social workers, all kinds of really interesting people from all over the world. So this is our third day at sea. We just caught up with the global Somud Flutella. They left actually before us, because our ship is larger, it's actually a passenger ferry that we're using to reach international waters in other countries, which is absurd, but we're making it work. The journalist piece is interesting, right? Because obviously most of the focus of these flotillas has been bringing aid in, bringing food in, bringing medicine in.
Starting point is 00:34:40 It seems like part of what you're trying to do on this particular boat is break the blockade, not just of aid. but of journalism and obviously recognizing that they're extraordinary Palestinian journalists who've been covering this in Gaza, but they've been new international journalists. Is that part of the thinking that it's not just an aid blockade, it's a information blockade? Well, it's always been about that, right? Because how much aid can a small ship bring in, really? Right? So the aid has been there, but it's been symbolic.
Starting point is 00:35:09 So it's really actually always been about the blockade, and it's always been about breaking the siege, bringing attention to the apartheid, the genocide specifically now, trying to stop the arms deal, stop any kind of cooperation with Israel, bringing attention to all the international law that's being broken. Yeah, that's our main focus. And specifically with the journalists on board, we realize that, you know, the Palestinian journalists who are doing an incredible job in a time of genocide and so little sleep and almost no food because of the engineered famine, they're no less credible or objective
Starting point is 00:35:45 or capable of doing their jobs than we are. But for whatever reason, we get more attention than they do. Racism. But we're just trying to hold the mantle or carry the mantle on their part, and we're answering their call, the call of our comrades. And the same goes for the medics on this vote. And sometimes the media presents this as like Israel intercepts, you know, Fultilla down for Gaza and kind of doesn't reference the legality.
Starting point is 00:36:13 What is your understanding of the... equality of the seizure in international waters. So the law of the high seas, high seas being international waters, those are interchangeable, means that anyone, as long as they're not committing any crimes, is allowed to sail through high seas, international waters, which we are right now. So the fact that our ships get stopped in international waters is completely illegal. It is a crime. And the fact that people get abducted on the boats in international waters is a separate crime in itself.
Starting point is 00:36:44 And it is a kidnapping. Israel would claim that it's their territorial waters, but still those people were taken and now are being treated as potential terrorists. So any of those other boats being stopped, completely illegal. You guys are on the front lines of this in a way that nobody else is. You're putting your bodies on the line, again, other than people of Gaza and the people of the West Bank, you're very clear.
Starting point is 00:37:08 But in terms of international support, nobody else is kind of putting their bodies out there like you guys are. What can other people do who feel a sense of support but feel kind of powerless? You know, get loud, get in the streets. In Italy, people basically stopped the country. They got in the streets. I mean, dock workers striked. Is that the best sense of strike?
Starting point is 00:37:34 Struck, I don't know. Struck, yeah. But yeah, basically stop everything that's going on in the country. why is genocide not enough to make the world stop turning? Why are some lives less valuable than others? Why are governments full of lip service saying we can recognize Palestine, but don't do anything to support its people? Get loud, you can write your representatives if you want.
Starting point is 00:38:07 I don't know that that actually does so much these days, but if you do it loud enough, maybe strike in the streets, support the flotella, support families that are asking for money and chazza, and just get loud about it in every way you know how. Well, look, we wish you the best in terms of your safety and with what you're trying to do. We will keep people updated on what happens. You're on the conscious, which is renamed. So if people want to follow that, they can follow, you know, online.
Starting point is 00:38:40 But thanks so much Noah for joining us. I know it must be a crowded, you know, mildly seasick environment there. So thanks so much. It's actually a good group for doing well. Thank you for giving me the time. So, I mean, you obviously hear, you know, this is someone who is aware that she's going to probably end up in a prison like that. And I just want to say, like, I know some people, I know, Tommy, you probably have friends who are, like, can be a little snarky about the flotilla. I don't know.
Starting point is 00:39:07 These are just people trying to bring food into Gaza. Like, and I will say, like, Israel's response is crazy. I mean, they're not trying to, like, harm Israel. They're technically not even trying to come into Israel because Gaza is not a part of Israel, right? And, you know, drop droning them and harassing them and mistreating people. This is that rogue state behavior that we've been talking about. This is not normal. Like, it's not normal to, like, put random people in solitary confinement because they ask for water, you know.
Starting point is 00:39:39 And so, I don't know, you don't have to agree with, like, Greta Thernberg about everything to think that that's a fucking crazy overreaction, you know? Yeah, no, like, I've seen the same sort of tone you've seen of scoffing at or mocking activists. I think sometimes it comes from, like, the activist speak and the tone with which sort of people characterize. I think, look, I get it, like, whatever. But these are people who are putting their bodies on the line. Their lives on the line, their bodies on the line for a cause, for a reason. I have a lot of respect for that. And I think in so doing, they are revealing something about the Israeli government, calling them terrorists using a military submarine to launch a drone that then drops an incendiary device on a boat filled with like peaceful hippies, trying to like free Palestinians.
Starting point is 00:40:26 Like, what are you guys doing? You're insane. And you put your finger on it. It's such an important point you made that this kind of direct action, right, this is what this is, is not intended to succeed in getting aid. it's intended to reveal something about the people denying it. The whole civil rights movement, right? Like the high point of the civil rights movement in many ways was sending kids out into the street of Birmingham knowing that you would learn that they'd be brutalized. But brutalizing with dogs and imprison them, right?
Starting point is 00:40:54 And so what activism does direct action like this is it holds a mirror up to the brutality of the other party. And say whatever you want about these flotillas. Like they are achieving that. Yeah, they are. And I don't think they're going to stop. Yeah. You know, I think beating the shit out of these people is likely to make more people want to do it. Yeah. So hopefully these talks that happen in Egypt right now bear some fruit. And if they do, we'll talk about it again later this week. Absolutely. All right. So earlier in the show, Ben, we mentioned the Israeli airstrike air strikes into Doha last month in Qatar. They were targeting Hamas leaders. Those Hamas leaders were there meeting to discuss the latest ceasefire proposal. That incident outraged leaders in Qatar and really across the Gulf. And so fast forward to last week. Trump had met Netanyahu in the Oval Office. He set up this little humiliation ritual where he made Netanyahu call and apologize to the prime minister of Qatar while he sat there and held the phone for him and they released a photo of it. So they very clearly wanted to stick it to be. Trump was showing that he was pissed. But then the thing we really wanted to focus on was
Starting point is 00:41:56 an executive order that later came out from the White House that lays out a security guarantee for Qatar that Fox News even describes as near NATO status. So I'm going to read you a quote from the EO, quote, the United States shall regard any armed attack on the territory, sovereignty, or critical infrastructure of the state of Qatar as a threat to the peace and security of the United States. In the invent of such an attack, the United States shall take all lawful and appropriate measures, including diplomatic, economic, and if necessary, military to defend the interests of the United States and the state of Qatar and to restore peace and stability. So, yeah, it sounds a lot like Article V of NATO, where attack upon one is attack upon all.
Starting point is 00:42:33 for those wondering, wouldn't a treaty like that have to get ratified by the Senate? Yes, you are right. Even Trump sort of seems to get that. He got asked about Congress's role in all of this earlier this week. Let's listen. Last week, you signed the security guarantees for Qatar. Do you see any role for the Senate? Did they have to vote on that?
Starting point is 00:42:54 Well, I wouldn't mind if they did. If they want to, they'd let me know. Nobody said that, but, you know, guitar has been very, very helpful. to us in this process. So, I mean, I guess Trump could abide by the EO for the duration of his presidency, but the next president wouldn't be bound by it
Starting point is 00:43:12 if it's not passed by the Senate. But it's also, it's like, it's pretty headspinning, Ben, for a couple reasons. Like, first of all, Trump's best buddy in the global, you know, sort of the head of state world is Bibi Nanjahu, who, as we just mentioned, recently bombed Doha
Starting point is 00:43:26 and repeatedly accuses Qatar of harboring terrorists. And then back in 2017, Trump sided against Qatar, when the country was blockaded by a bunch of other golf countries, including the Saudis. This is what he had to say at the time. The nation of Qatar, unfortunately, has historically been a funder of terrorism at a very high level. So I think it's just worth kind of exploring what changed.
Starting point is 00:43:51 You think of the, you think giving them a couple hundred million dollar plane helped? I think there are two things, right? I mean, one is, yes, Qatar has like invested a lot, we should say, in just being on better terms. And we should add like Steve Whitkoff's done business with Qatar. Pam Bondi was the lobbyist for Qatar. You could go on the list, I think. The Trump organization, there's Trump International being built in Doha. They're building hotels, all this stuff, right?
Starting point is 00:44:14 Presumably, BB won't bomb that. Yeah. Well, who knows? I mean, but I think the second more interesting thing, because we all, we've covered this, and that's everybody can see it for what it is, right? They didn't gift him a plane out of, you know, mutual affection. Yeah. But I think that the deeper point is how much, like, Israel's behavior under Net
Starting point is 00:44:33 Nyao has actually driven some of these Gulf countries closer together, right? Because the other thing that's not happening is Qatar is not fighting with the Saudis and Emirates because everybody's a little freaked out by what's happening right now. And I think that this security guarantee is worth about the ink that is printed on the paper. I mean, I don't even know that people believe that Trump is committed to Article 5 of NATO, and that's a treaty obligation. Sure point. But I think it is important because I think that that piece of paper has one objective,
Starting point is 00:45:02 which is to say to Israel, you can't do that again. You know, that the Qataris and the rest of the Gulf Arabs were furious when Israel bombed Qatar, and the Qataris like made that known. And Trump was freaked out by that. And frankly, it turned him around entirely on Israel. I mean, it was a huge mistake strategically by the Israelis to do that because, well, at least, you know, in the short term, we'll see how things play out in the medium term. But in the short term, it pissed Trump off because it created him problems from in the Gulf.
Starting point is 00:45:31 And what's interesting to me is that given the choice between Israel and the Gulf Arabs, like, I kind of think he comes down on the side of the Gulf Arabs. There's a little bit more in it for him there. Yeah. So I think that this security guarantee is meant to send a message to Netanyahu. You're not doing that again. And a message to Qatar and all the Gulf Arabs, hey, I'm not going to let them do that again. I don't think it really goes beyond that. Yeah.
Starting point is 00:45:51 I mean, look, I totally agree with you. Like the Saudis have, there's a bunch of Trump, you know, towers and golf courses and things going up at Saudi Arabia. and in the UAE and in Qatar, you know, in the Quincy Institute, they did a big report on all of Qatar's lobbying. And it was just worth just sort of seeing it all laid out. I thought it was interesting. I mean, currently Qatar is employing the services of 28 firms registered under the Foreign Agents Registration Act. And since 2016, have spent almost $250 million on 88 fair registered orgs. You mentioned all the Trump officials who have worked for Qatar in some capacity. That includes Pam Bondi, Cash Patel, the EPA administrator, Jared Kushner, has gotten all
Starting point is 00:46:30 kinds of money. Oh, God. Yeah. The Qataris, Steve Wickoff has two. And then over the past five years, Qatar has donated over $9 million to think tanks and has given a bunch to U.S. colleges and universities. And then the Qatari Royal invested $50 million into newsmax. So they're being very, look.
Starting point is 00:46:47 Look, what would you do if you were them? You're a tiny little country, right? You're highly vulnerable. You have, you know, the 10,000 U.S. service members on the base in your country apparently can't protect you from bombardment. from Israel, right? So you're spraying a lot of money around. And remember, they got bombed by the Iranians. Now, the Iranians called them and we're like, hey, heads up. But I think that was interesting
Starting point is 00:47:10 too, because the Iranians, that was a signal like, hey, we don't want to do this. But if this war becomes a regime change war, we're going to burn down the Gulf with us. And so that's in their heads, too. But I'm not sure that Trump comes to their defense. And I just, I don't trust. Would you trust an agreement with Donald Trump? You know, like, I don't know. Only if he has a vested interest. Only literally if he is like a golf course. Doing this lobbying. Yeah, yeah.
Starting point is 00:47:34 All right, we're going to take a quick break. But Ben, you may have heard that CrookedCon sold out faster than we ever could have expected. So it's right after I posted my social media on it. So I'm just, sorry guys. So we're moving the location. You hear about this? You hear about this one? So we can sell more tickets, more panels, more guests, more Chochkes, you know where the new venue is?
Starting point is 00:47:54 Where I worked for the first five years I lived in Washington. The Ronald Reagan building. I went to work every day in the Ronald Reagan building and international trade center. International Trade Center. There's a piece of the Berlin wall on the front there. Really? Yeah. That's cool.
Starting point is 00:48:06 There you know. I went there for one day after the Haiti earthquake. I was supposed to like go kind of work out of USAID and I could get my email working for nine hours. So I left, never came back. But we'll be there. Your favorite cricket hosts. We got a bunch of special guests. There's going to be a Votesave America Action Hub where you can get some action.
Starting point is 00:48:22 I was a love it told us yesterday. Some hot Votesave America action. Like T.B. USA kind of action? Similar. Yeah. There's a place where their partner orgs can hang out. We can help you just get better at activism and figure out how to deal with the Trump administration. There's a really good food court in the basement.
Starting point is 00:48:37 So I just flag that for people. Flagging that one. Crookedcon.com. Go there for tickets and we'll see you on November 7th in D.C. Also, Ben, as I mentioned before, we're trying to build a progressive media powerhouse here. One way you guys can help us is by becoming friends of the pod, joining our subscription community. Go to crooked.com slash friends. you'll get stuff like ad-free Pod Save America,
Starting point is 00:48:58 ad-free Pod Save the World. You'll get exclusive shows like Polar Coaster from Dan Pfeiffer. You'll get to join the Discord community and pitch Ben and I questions for special bonus Pod Save the World episodes. Also, it's really fun. It's a great group of people. It's for a good cause.
Starting point is 00:49:12 So go to crooked.com slash friends. Also, for the month of October, you'll get 20% off when you subscribe for a full year. So I don't know the meaning of that discount. Maybe it's spooky. Maybe it's for Halloween. But 20% off. Positive of the World is brought to you by American Giant.
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Starting point is 00:49:49 Yeah, super comfortable hoodie. I think I've worn it hundreds of times. I've washed it countless times. And it's still going. It looks great. And, you know, that's not usually what you get when you order clothes these days. There's a lot of fast fashion. You wash that shit five times, and it might as well be toilet paper.
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Starting point is 00:51:02 All right, so speaking to Trump, he is certainly willing to deploy U.S. troops to go after us. He is sending the National Guard to cities he thinks are liberal in blue states like Chicago or Portland. Trump is threatening to invoke the Insurrection Act, which would allow him to use the military to actually enforce federal laws or put down protests. And that could lead to scenarios where you've got like, you know, soldiers arresting people, establishing curfews, dispersing crowds, like scary authoritarian stuff. At the same time then, I've just noticed all this chatter from maga types about how we need to be more like El Salvador. Like the biggest example was Elon Musk saying, quote tweeting something that in saying it was essential to Buckele our judicial system. That's a reference to Naya Buckele, the president of El Salvador. And just for the context for people, what Buckele did was fire judges on El Salvador's equivalent of a Supreme Court and their attorney general, replace them with loyalist.
Starting point is 00:52:04 then he forced through like so-called reforms that forced a bunch of judges and prosecutors to retire. I think he set like an age cap at like 60, so he forced a bunch of them out so we could replace those guys with loyalists too. All those loyalist judges then decide actually it's okay for Buckele to run for reelection for consecutive terms, even though the constitution in El Salvador plainly prohibits it. And then Buckele declares a state of exception. He suspends due process. Then you can throw anyone he wants in jail without charges. And so just to sum it all up, like that's what Elon Musk is saying we need to do in America, gut our judicial system. And like they're not hiding it at all.
Starting point is 00:52:41 Like Michael on our team flagged a Twitter back and forth between Buckele and Elon Musk back in February about how they need to impeach judges. And it just made me think how like directly these guys are running the Buckele playbook. It's like they govern by trolling. There's crypto corruption everywhere. They want to send the military into the streets. They want a gut the judicial system. It's not subtle, but it's pretty frightening. They want elections to be pre-cooked if they happen at all.
Starting point is 00:53:10 It is frightening because they are saying what they want to do, and there's no reason to not believe them, right? And you sketched out what the playbook is. I think to connect some of the threads we've been talking about today, look, I take what Stephen Miller says very seriously. Me too. Like when he goes out and says the Democratic Party is a terrorist organization, when he basically talks about like conquering blue cities, when he uses this kind of fascistic rhetoric, but then says you're not allowed to call it that. I think that's exactly what he wants to do. And I think we need to take it seriously because, again, to connect things, if you're thinking about like a turn from, we've already taken the turn from democracy to authoritarianism.
Starting point is 00:53:49 We think about the turn from authoritarianism to fascism. The two characteristics that you would look for are the deployment of the military against the citizens at home and some kind of war abroad. You know, and this is where I kind of see this connection between wanting to invade Portland and potentially wanting to invade Venezuela. Like, this is the characteristic of an increasingly militarized authoritarian movement in this country that, again, they're saying this. They're not pretending. Like, does anybody think that Elon Musk or Stephen Miller would prefer there to be a democracy? No. In which it's possible that there's an election that they lose?
Starting point is 00:54:22 Of course not. No. And so why should we project onto them that they're going to let that happen? And I think it just, unfortunately, sends a message to all of us that this is going to be hard. You know, it's not just going to be about winning a midterm election or something. It's going to, that's going to be harder than you think to just have that midterm election. Yeah. And look, Stephen Miller is reportedly the one running this play where he is designating people on random boats off the coast of Venezuela as narco terrorists and then killing them.
Starting point is 00:54:50 Killing them. He is also going on TV calling, you know, left liberal, progressive groups terrorist, domestic terrorists. Yeah. What do you do to them? probably whatever you want yeah whatever the fuck you want whatever the fuck you want so it's it's chilling stuff and like i think i like i'm with you i think we got to look that guy in the eye and like take him literally yeah and believe that all your worst fears about him are true yeah because he's given us no reason to believe by the no reason i mean uh you know what does uh his wife say that
Starting point is 00:55:18 he wakes up every morning and gives a speech about crushing the left i mean i actually think she's telling the truth i think that's like one thing that what's her name katie miller yeah it's one thing she's telling the truth about, you know. You imagine if you woke up in the morning, you're like, all right, and I'm going to go make a smoothie and then prepare to crush MAGA. Yeah, yeah. Like what, Hannah will be like, get out of my house. You are a loser? She would be right.
Starting point is 00:55:39 Look up and like, well, what are you going to make the kids for lunch today? Yeah, I do think it's important to remind Stephen Miller that he is, in fact, a fucking loser. Yeah, as AOC did well, I thought. Yeah. That was well handled. I'm sorry people weren't mean to you in high school. It doesn't mean you get to turn us into a fashion. I mean, a lot of history, a lot of suffering and death and death.
Starting point is 00:55:56 destruction throughout history has been caused by people that were unpopular in school. Unfortunately. Yeah. It's a corollary to the Barack Obama point made recently that a lot of suffering in the world as old men clinging to power. A lot of those old men started as unpopular people in school. Do you think when Obama said that, he was thinking about Trump and then realized like an hour later like, oh shit, people aren't thinking I'm talking about Biden.
Starting point is 00:56:20 Because that's awkward. Okay. Speaking of other old men clinging to power, Vladimir Putin. Over the last few weeks, thank you. Got out of that one. We have been tracking the story of these Russian drone incursions into NATO airspace. We mentioned the drones going to Poland. There was the brief shutdown of Copenhagen's airport due to drone interference. But there's also been reports of drone activity at other airports leading to flight disruptions. That includes four smaller airports in Denmark, including two military bases. There was the Munich airport,
Starting point is 00:56:50 the Oslo Airport, some critical infrastructure in Germany. German Chancellor Friedrich Mertz has said publicly that he thinks Russia is behind these drones. The Danish Prime Minister Mett Friedrichson has not officially pointed the finger at Russia, but said there's only one country willing to threaten us in his Russia. Therefore, we need a very strong answer. Mertz and Friedrichsen had both said that Russia is conducting a hybrid war against Europe. The Danish Defense Intelligence Service defines hybrid warfare as political, economic, informational, and military means used by a state to weaken and undermine other states while remaining below that threshold of armed conflict. That's kind of where the Russians like to live.
Starting point is 00:57:26 until the full-scale invasion of Ukraine. The Russians, of course, are responding to the response from European leaders with, like, their typical trolling bullshit. In a post on telegram, former Russian President Dmitri Medvedev said, quote, the main thing is that the short-sighted Europeans should feel on their own skin what the danger of war is, so that they fear and tremble like stupid animals in a herd being driven to the slaughter so that they crap themselves with fear. How much vodka do you think Medvedev put back before we typed that one out? That guy. He's the best.
Starting point is 00:57:56 Some European leaders are floating the idea of a drone wall. What that means exactly is TBD, but essentially some sort of coordination of like tracking technology along the Europe's eastern front that could identify and shoot down these drones. As we know, though, getting anything like that done in Europe requires a lot of time and consensus and money and who knows if it'll happen. But Ben, it does get a little weirder. Like, I'd initially assumed that these drones were just getting fired from Russian territory and traveling a really long way. But then last week, French Special Forces boarded a tanker used by Russia reportedly because they believed the drones that had entered Denmark's airspace were launched from the deck of that ship. So this might be a little more complicated than a drone wall. This is a pretty fucking scary thing that's happening because there clearly is intentionality behind it.
Starting point is 00:58:47 A lot of the countries that have suffered these kind of violations are the ones that have been the most stride in supporters of Ukraine in terms of the amount of assistance provided. I thought Mertz had a good line, which is that we're not at war, but we're not at peace either. It is this kind of gray zone of testing, cyber attacks, drone incursions, information war, all the things that are in the definition of asymmetric warfare. I think what Europe should do, first of all, is they should be very clear and immediate in calling this stuff out and publicizing it. There's a kind of weird, like, I don't get the hesitation of like, well, it may be them. And no, no, you know what's going on. And I think there's some benefit to kind of spotlighting in part to get your people ready for that there's not some like easy answer here.
Starting point is 00:59:34 And we're going to have to spend some money. We're going to have to do some things. I also think that there should be, there's been this unwillingness to spend the Russian money that's frozen largely in Europe. I mean, shit, if they start fucking with me like that. Like, you know, yeah, pay for the drone wall with that or give some of that to the Ukrainians, obviously. But then I think that in the long run, you're going to have to find some way, I would hope to through a position of greater strength. get into a real negotiation, not like a fake Alaska one, because this is dangerous stuff. It may not lead to a war next month, but where are we going to be in five years? Because like this is what they
Starting point is 01:00:05 started to do. The ladder's just going up and up again? Yeah, they started doing this kind of stuff in Ukraine. And then all of a sudden, you know, a few years later, there's a full-scale invasion, right? And that's what I worry about. They want to weaken NATO, divide people, wear them down, make it seem like it's too exhausting to stand up to it. And then who knows, in five years, they've like seized part of like the Baltics or something. I mean, that's what this feels like. Yeah, and it also highlights this broader issue of the Russian shadow fleet, which is this network of like the old, often kind of busted up ships, but they have disguised ownership. And they've been used to covertly ship oil from Russia to around the world and bust sanctions. And we're talking about like hundreds, maybe a thousand of these ships. They're often flagged in different countries. But they have sustained the Russian economy. And now apparently they're launching drones and maybe even severing these undersea cables. So the Russians are just getting a pretty creative here. Would we, would you watch a Netflix show, like it's about kind of like a secret, called Shadowfleet? It's a great name.
Starting point is 01:00:59 We have a pitch going on right now. It's called Shadow Fleet and there's got to be some guy that has to like infiltrate it and like sabotage it or something. I'd watch a show like that. Yeah, I would too. It also, it feels like that's, I mean, it's funny you say that because I was thinking the other day, like if you wanted to infiltrate the shadow fleet, it wouldn't be that hard to put some random sailor on one of these boats. Honestly, like one thing that you're, I mean, so people. So there's new pragmatic ideas other than just like spending more money and like it is actually like the Europeans seem like they need. And some of them have this, but like much better intelligence. And including like that kind of intelligence, right? Because the Russians have all kinds of stuff, right? Part of what the Europeans need is not just like, you know, turning out small arms to the Ukrainians. They need people that can like fight these shadow battles, you know. The Russian, you know, fight information wars, like fight cyber wars. Like, you know, fuck with the. Shadow Fleet. I'm not trying to minimize. You don't want to, you know, you don't want to, like,
Starting point is 01:01:57 escalate that into, like, a war. I'm not suggesting that. But a lot of this stuff that the Russians do is with, like, their kind of intelligence services, paramilitary services. And, like, one way to counter that without getting into real war is, like, having some of your own pushback in those spaces, too. Yeah, for all you hear about, like, a small kind of European or Baltic intelligence service that's really really good. Like Estonian or like, you know, Finland or something. But you're right. I mean, there's got to be some sort of way you could, you could deal with some of the or like manage it or traffic. Deal with some of this in the gray.
Starting point is 01:02:24 Clearly the French had some sort of eyes on this ship that they ended up boarding. Yeah. But man, crazy story. Okay. Two more quick things. So, Ben, there was this two-day-long communications blackout in Afghanistan we wanted to highlight. The Taliban has demonstrated its willingness and ability to shut off connections to certain provinces before because they say it will prevent immoral activities in air quotes. But in those cases, they cut the fiber optic internet, not mobile services.
Starting point is 01:02:52 But last Monday through Wednesday, they basically blacked out the whole country. They hit all like Wi-Fi connections, mobile internet, and phone services. And there's no real warning or reason given. But the blackout itself obviously just destroyed day-to-day life for anyone in Afghanistan, for banking to business, to flights, to women and girls who are trying to use the internet to get around the Taliban's ban on female education. And you kind of just, when you see a story like that, you have to wonder what happened. Yeah.
Starting point is 01:03:20 why. Well, and it's also terrifying for, you know, so many Afghans are outside the country. Suddenly you can't call your family, you know, can't be in touch with them. I have to say, like, I talked to a bunch of people who watch Afghanistan closely, and, like, one of the interesting theories, because you hear different theories. Like, maybe there's some kind of weird hardliner decided that the internet is debauchous and when you shut it down. But I think the one that seemed kind of plausible to me is that there were fears of some kind of coup or something, right? That there's splits inside the Taliban. It's not a homogeneous organization. You've got the Haqani network into that. You've got some more
Starting point is 01:03:50 religious people, then you've got some more pragmatic people. And we have this bagram thing, right? So you know, and I'm, this is pure speculation on my part, but you know that they're, whatever guys might actually be entertaining this bagram proposal from Trump, man, the tal, there's other people in the Taliban. They're like, fuck that. Like, we are not letting the Americans back in. And so I just wondered whether it was a signal that the internal disputes inside the Taliban are bigger than we think. And that they had to shut down the internet. to prevent. Because if you're worried about a coup,
Starting point is 01:04:23 one thing you do is we don't, them to be able to communicate, shut it fucking down. Yeah, it's autocrat 101. So it's, yeah, it's one thing.
Starting point is 01:04:28 Just putting a theory out there that might connect back to the Bogram thing. Weird. I'd love to know why. How much will you give to just have like perfect visibility
Starting point is 01:04:37 into one of these governments and one of these moments? I thought to know what's going on inside the Taliban because I think it's much more interesting than we think. We see a bunch of clerics in Kandahar or something
Starting point is 01:04:45 or, you know, and I think based on my own experience, like they're frankly, more sophisticated than we give them credit for. They fucking won that war. You know, like, they're, so, but, but they're, they, they're not all the same, you know. Imagine being like the Taliban minister, Goun, who is doing the secret talks with the Trump administration about this Bogram thing.
Starting point is 01:05:04 And then all of a sudden, Trump randomly announces it in a speech in the Oval Office or whatever, and you have to explain to all your buddies. Like, okay, so I did like three, I did one Zoom. Yeah, yeah. It was with Wickcoff. It was this guy Whitcomb. He seemed like an idiot, but, you know, I just, I just heard. And then Jared showed up and you wanted some money.
Starting point is 01:05:18 All of a sudden, you're just in some prison in Helmand. Jared wanted to build a pipeline through here, you know? Yeah, Jared. Yeah, Jared wanted to build a pipeline from Azerbaijan and sell it to the Syrians and, you know, inflated rates or something. Finally, Ben, as we've discussed in the show, the president of Argentina, Javier Melaide, is going through some stuff. He's got this corruption scandal involving his sister, who's also his closest advisor, who's also this kind of like shadowy force in Argentina. There is a stalled out economy that seems to be in the sense. a bailout from the Trump administration. I asked Mike Froman about that to explain what the hell's
Starting point is 01:05:53 going on there later in the interview. And then he lost badly in the Buenos Aires provincial elections, which was expected, but I think he lost way worse than expected. So he has a very sort of shaky grip on control at the moment. So what do you do if you're in those in his shoes? You rock the fuck out. He held what was described as a rock show libertarian economic summit book premiere in political rally. And midlife crisis. In front of 15,000 people in a stadium in Buenos Aires. Apparently he sang mostly 80s rock covers and even Havanaigula, a little Jewish folk song. He said that would stick it to the left.
Starting point is 01:06:30 Like, what these guys think is sticking it to the left these days always confuses me. It's like, I'll clap along with Havanaugula. This guy has like, he makes Elon Musk look like a. more mature version of a teenager. I mean, this guy's a weird fucking guy. He's got this huge dependency on his sister. Like, he's got massive impulse control. Remember he was, like, talking to his dead dogs?
Starting point is 01:06:54 He's talking to his dead dogs. He's got the chainsaw. And he's trying to be this kind of intellectual, anarcho-capitalist, whatever they call it, and basically like an overgrown teenager. Yeah. And this is the guy. I mean, one of the things it sucks about being alive in 2025 is how, fucking mediocre all these fascists are.
Starting point is 01:07:13 Like there are a bunch of losers and weirdos and social outcasts who are somehow in charge of all these countries. I mean, this CPAC group is all like, like there's no guardrails on their personal behavior whatsoever. And I'm going to be clear, it's not
Starting point is 01:07:30 that cool. Like this guy like doing weird dances and singing bad versions, 80 songs, like is not what he thinks it is. Well, maybe it is. Maybe we're the losers. Maybe the joke's on us, you know? The joke probably, on us. I agree with you that Malay is kind of like Elon Musk on like a good ketamine day,
Starting point is 01:07:46 you know, minus engineering skills. But unfortunately, we have a clip from this event, which neither Ben nor I have seen, but Michael on our team likes to torture us with sight unseen. So away we go. Crowds sound exactly going wild. They're not feeling it. I don't know about that. Here's the thing. He's got the chops. But here's the thing.
Starting point is 01:08:25 That's fun. It's fun to do like the basement of Mousette, the karaoke place in Adams and Morgan. Or a Korea town. To do it, right? Like, why do you have to, this is what's so weird about these guys. They need to do it in a stadium with 50,000 people to, like, get their midlife crisis out, you know? He did have, like, a real aging rocker vibe. Yeah, yeah.
Starting point is 01:08:44 He really, like, caught the kind of genre. the leather jacket, the hair, the hair. But then all of a sudden he looks like Wolverine, and he's just screaming. And he's just screaming at you. And it's the kind of thing that, like, maybe it's kind of fun for like five minutes. And then this went on for like hours, I think, right? Like, can you imagine having to sit through that and be like,
Starting point is 01:09:03 all right, now I'm listening to like the ninth version of some 80s anthem from this guy? Yeah. The last time we saw a political leader do karaoke, wasn't it the Korean dude at the White House who then did the martial law? Yeah. Yeah, he's singing American Pie. With Joe Biden kind of giving that old man vacant grin at him. Yeah, you gave him a guitar.
Starting point is 01:09:26 Yeah, it was like a little sweet moment in the moment, I guess. But yeah, all's not well that ends well. Okay, so everyone stay away from karaoke. Everyone stay away from karaoke. Okay, we're going to take a quick break. When we come back, you're going to hear my interview with Mike Frommon. We are going to talk about Trump's trade policy. Why it doesn't seem like he's focusing on China at all
Starting point is 01:09:46 when that was supposed to be the whole thing. We're going to talk about how the trade international orders, we know it, is dead and what my things should come next. So stick around for that. I feel like this area is my greatest weakness in all of foreign policy. You and everybody. So hearing from an actual expert was really interesting. This episode is brought to you by BetterHelp. October 10th is World Mental Health Day. Better Help therapists have helped over five million people worldwide on their mental health journeys. That's millions of stories, millions of journeys behind everyone is a therapist who showed up, listened, and helped someone take that step forward. That's why we're actually saying thank you therapist.
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Starting point is 01:11:52 Help H-E-L-P dot com slash Crooked World. My guest today is the president of the Council of Foreign Relations and served as a U.S. Trade Representative under President Obama from 2013 to 2017. His most recent piece for foreign affairs is called After the Trade War, Remaking Rules from the Ruins of the Rules-Based System. Mike Froman, great to see you. Welcome to the show. Great to see you.
Starting point is 01:12:18 Thanks for having me. It is, I was just telling you off, Mike. I'm very grateful for the opportunity to just ask basic questions to a very smart person because I barely understand trade or Trump's policies on trade these days and hoping you can follow him better than I have because, you know, we had like Liberation Day back in April, right? It seemed like Trump's plan was just to slap tariffs on the whole world. They told us they were going to get 90 trade deals in 90 days. That is somehow evolved to a series of sporadic announcements about maybe trade agreements in principle or new tariffs on countries like Brazil for totally non-executive. economic, non-trade-related reasons. So I guess, like, knowing what we know now,
Starting point is 01:13:03 October 6th, how would you define Trump's approach to trade at this current moment? And are there areas where you think he's had some success or particular failure that you think are worth highlighting? So, first of all, I think trade has been one of those areas of core interests for Trump long before he was president. He's been talking about it for decades. And he's been in love with tariffs as a tool, as a tool for everything. I think he's approached this really with three goals in mind. To impose tariffs on other countries, one, just as a source of leverage. It brings them to the table.
Starting point is 01:13:35 He can talk to them about fentanyl or migration or how Bolsonaro is being treated in Brazil. And secondly, to bring in revenue. And thirdly, to drive more manufacturing back to the United States. The idea being that if you put up a wall of tariffs, companies will have to move their production or move their supply chains to the United States, if, you're going to the United States, they want access to our market. When you look back, certainly as a source of leverage, it works. I mean, they may grumble, but other countries do come to the table and are willing to negotiate with the U.S. As a source of revenue, he's brought in a couple hundred billion dollars this year
Starting point is 01:14:12 in tariffs, which is a significant increase over previous years. The hardest part is probably that third one, which is, will it actually change the U.S. economy? We can start producing more things here because it's become more expensive to import them from abroad. And that we won't know, I think, really for some number of years. Yeah. I guess what I've found the most confusing maybe about Trump's approach is when I listen to the campaign rhetoric and frankly what he said in his first term, all of it led me to believe that China was the primary enemy in his worldview and that focusing on China would be, you know, what his trade policy was about. But instead, you have Trump tariffing the hell out of countries that you would think he would want to ally with to push back on China.
Starting point is 01:14:58 Examples include, you know, Vietnam or Brazil that we can get into. There are some clear data now. How about Canada? I mean, Canada. Our neighbor to the north, right? Another great example. All of Europe. There seem to be some clear data now that these policies are actually hurting American workers.
Starting point is 01:15:16 For example, American farmers used to sell billions of dollars worth of soybeans to China. now the Chinese are buying soybeans from countries in South America instead, and the administration is considering using tariff money to bail those farmers out, as I believe he did in the first term. What do you make of Trump's approach to China in the impact so far? Like, how would you grade his approach? So, like, I think he's been quite frustrated, and rightly so, the years of engaging with China have not convinced them to change their economic strategy.
Starting point is 01:15:45 And they've pursued, you know, a China first strategy really at the expense of the rest of the world. So I'm sympathetic to that. He's been all over the map, though, to be frank, in his approach to China. The rhetoric has been hot at times, and at other times, he's talked about wanting to do a big deal with President Xi, with whom he thinks he has a good, close personal relationship. And he's had more anger towards countries like Canada than he's had towards China. I think what we've seen is, as tariffs began to get imposed on China, and remember, at one point they went up to about 145%. percent. China was one of the few countries that retaliated. They've spent the last few years really understanding where their leverage over the United States was what products that they produce
Starting point is 01:16:29 that we can only get from China and how to turn them on or off in a very strategic way to get the attention of the American economy. So turning off certain critical minerals, magnets, suddenly we de-escalated our tariff war. And I think that's really the question of where do we go from here. During his first term, he negotiated what he called a phase one deal, which was really just an agreement to buy more soybeans and liquidified natural gas and a few other products. We still haven't dealt with the fundamental issues in the U.S.-China relationship and how to resolve those. And so we're sort of dealing with issues at the margin. There's now talk about a summit meeting between the president and President Xi, and as high expectation. there'll be some discussion of trade, some kind of so-called trade agreement.
Starting point is 01:17:18 But the major issues remain outstanding, which is that China is following its own set of rules. And now the U.S. is following its own set of rules, which is one reason why the multilateral rules-based system is under so much stress. Yeah, and it does seem like the Chinese identified a real powerful point of leverage by withholding these rare earth minerals, which are used in all of our electronics, you know, our phones, etc., but also a lot of really sophisticated military equipment. And then you mentioned that there might be this meeting between Trump and President Xi in October, I think. The Wall Street Journal reported the other day that the Chinese may be coming to that meeting with an ask that basically says the U.S. should oppose independence for Taiwan in exchange for some sort of economic deal.
Starting point is 01:18:06 Are you hearing anything similar? Would that surprise you? That doesn't surprise me. The language that's used around Taiwan is one of the most highly negotiated pieces of diplomacy for several decades. So the U.S. has made clear, many administrations have made clear, that we do not support Taiwanese independence. Now that China wants us to go one step further and say, we oppose it. And they're worried that at some point the government in Taiwan is just going to simply declare independence and create a crisis there and put the United States and China in conflict with each. other. So I think there is, there is a lot of discussion about, you know, should there be a new
Starting point is 01:18:46 agreement, something more explicit about where the U.S. stands vis-a-vis Taiwanese independence and whether the U.S. would come to the defense of Taiwan if China were to take military action against it. I think it's a lot of worry that President Trump may well sell Taiwan down the river because he's been less concerned about Taiwanese democracy and more concerned about semiconductors. And, you know, he's very transactional. And oftentimes that transactionalism starts with a commercial agreement. And you could see him saying something like, we won't come to the aid of, we're not going to spill American blood for Taiwan. All we care about is making sure we have access to semiconductors going forward. And China agreeing to some
Starting point is 01:19:29 sort of arrangement like that. Yeah, that's very, very easy to. to see happening. The other, I just baffling Trump policy that we keep hearing about recently is a conversation about some sort of bank bailout for Argentina. The Trump's Treasury Secretary Scott Besson said on Twitter that he's, quote, currently in negotiations with Argentine officials for a $20 billion swap line with the central bank. Could you explain to listeners what the hell a swap line is and how that may or may not differ from what we might call a bailout? And then second, And I believe Argentina is one of the aforementioned countries undercutting American soybean farmers, right, by selling them to China. So I'm just wondering, like, how one could possibly justify that set of policies as America first.
Starting point is 01:20:15 So, first of all, you're right. China's stopped buying American soybeans. We used to sell about half of our exports of soybeans to China, and now it's gone down to zero. And Argentina is one of the countries that has provided a substitute for American soybeans. soybeans. And so, you know, it's a global commodity market. And so if we don't sell it, then the Argentines will sell it. And they're selling it for lower prices. They just took off some of their export taxes, which makes them even cheaper in the market for in China. So that's a real issue. President Trump is wanting to be supported of President Malay and his economic and his political agenda. And so while President Malay goes through some pretty significant economic steps in Argentina,
Starting point is 01:20:58 the U.S. is now offering some sort of financial support. It's a little confusing because swap lines are actually done from the Federal Reserve to other central banks. And it's to say that if you need access to dollars, it'll be there, you know, in exchange for other currency. In case, there's a run on the banks in Argentina. The problem is, we're talking about the Treasury Secretary using the exchange stabilization fund. It gets very wonky here, Tommy. You can't do a swap line with the exchange stabilization fund. That's basically a credit line. It's a loan. And the question is, are we going to loan or give money to Argentina at the same time that they're undercutting our sales of soybeans to China? And that's why this has become so controversial on the last few days. Interesting. Yeah. Look, President Malay came into office with a very difficult job. I think inflation was at like 300%. I think he's gotten it down to closer to 30, but he did that by putting in place some brutal austerity measures. Like, on the one hand, I think we probably as a country want Argentina to get on its feet, right, and not to be dealing with runaway inflation and perpetuity.
Starting point is 01:22:06 On the other hand, it's very weird to me that Argentina gets a bank bailout just because, like, the president goes to CPAC and is friends with Don Jr. or something. You know what I mean? It's like I sort of have two minds of it. Well, traditionally, we haven't done it on political grounds. But we have done it where there are important American interests at stake, like Mexico in the Mexico crisis of the 1990. That was deemed to be so much in the interest of the United States, that Mexico be a stable neighbor that we did provide financial support. And it worked. It got Mexico back on its feet. Now, the Mexican government at the time was undergoing really serious economic reforms. You mentioned, Tommy, some of the austerity measures that President Malay has adopted. And those are very significant. What he hasn't done is let the exchange rate move. And so he's trying to maintain an overly valued peso in order to keep inflation down. And that's going to require more. more and more reserves to back it up. And that's why he's looking to U.S. for support. So at some point, he may well have to adopt, you know, a broader set of economic reform
Starting point is 01:23:07 measures if he really wants to stabilize the Argentine economy. Got it. That makes sense. One we will be watching. You mentioned Canada earlier as a country who might want to ally with to manage the threat from China. You may recall a few months ago Trump was threatening to invade Canada. Next summer, I believe there's a formal review of the USMCA, which is the trade deal that Trump inked in his. his first term with Mexico and Canada and then has been talking shit about as if someone else did it. Do you think all this invasion talk is going to jeopardize this review period or the future of the agreement generally?
Starting point is 01:23:42 Well, it certainly has pushed the Canadians to become remarkably anti-American for Canadians. I mean, they're still Canada nice, so to speak. But tourism is way off and economic relations are strained. And they're looking to see where they can, how to diversify away from the United States. They're sort of condemned by geography to be right on our northern borders. So there's only so much they can do to really move away from the U.S. economy. But they're looking at those options now. I think the issue around the U.S.MCA is that, you know, there are things that have happened over the last few years that could probably be improved.
Starting point is 01:24:18 You know, for example, if we're going to see big influxes of Chinese investment in Mexico or Canada as a way of avoiding tariffs on China, you know, and I want to take a hard look at what's going on in those factories, whether they're really producing in Mexico and Canada, or whether it's just assembling some final products so they can bring them in under USMCA without tariffs, then that's an issue that should be dealt with. Those are sort of called transshipment issues, and those kinds of loopholes should be closed. I think the bigger question right now is, what does it matter? We have these trade agreements like USMCA. We have lots of trade agreements with countries around the world. this administration has demonstrated that it is willing to take unilateral action, where it deems it in the U.S. interests, to ignore agreements that it has. And so if you're Canada or Mexico,
Starting point is 01:25:06 it becomes very difficult to make the kinds of hard concessions in a renegotiation if you're not 100% sure that the U.S. is going to stand by the agreement at the end of the day. Yeah. It's like the U.S. Congress, like cutting all these budget deals and then Trump used the rescission process just to claw the money back. So what's the point? So bigger picture, In your foreign affairs piece, you state unequivocally the global trading system, as we have known, it is dead. What did you mean by that? And how do you think that impacts the average person listening to this show? So the U.S. spent 80 years, really since the Second World War, building this global trading system with rules, with disciplines, getting other countries to basically adopt a U.S. model for economic engagement.
Starting point is 01:25:51 And over the years, it has had enormous benefits. It's also had costs, by the way, including on manufacturing workers in the United States who were subject to more competition from abroad, and that led to certain dislocation in the United States as well. But it had enormous benefits in terms of raising hundreds of millions of people, if not a billion or more, out of poverty. And in the U.S., you know, making it possible for particularly low-income families to be able to support their families and buy the things that they need, clothing and footwear and back-to-school
Starting point is 01:26:22 items and toys. lower and lower prices, so they'll be able to save more and spend on other things other than those products. That was a system that existed. And now, because China has followed its own set of rules for a while and the U.S. has joined China in now following its own set of rules, that system is beginning to come apart. President Trump didn't kill the system. He may have put the final nail in the coffin. It's been under stress for some time. But I think the reality is that you You've got a set of rules that the two largest economies in the world aren't really following. And that leads open, where do we go from here?
Starting point is 01:27:02 You don't want chaos. You don't want anarchy. You don't want every country doing its own actions. Because to your question, Tommy, that's how Americans get affected. If every country starts adopting protectionist measures, puts up tariffs, prevents U.S. products who coming into their country, whether it's soybeans or corn or energy products, or whether it's manufactured products or services, you know, 80 percent of the United States. 80% of the American public works in the service sector.
Starting point is 01:27:27 If they start putting up barriers to those exports, then Americans' incomes are going to be affected as well. American jobs are going to be affected. And that's what we want to avoid. And that's what the rules-based system was really intended to prevent. Yeah, I believe services were famously not included in any of the Liberation Day math that decided all the tariff rates. Am I correct? Well, that's right, because you don't tend to put tariffs on services, although the president recently announced 100% tariffs on movies. on movies that are made abroad and folks are trying to figure out how that actually,
Starting point is 01:27:58 how that actually works. But the issue is more that if we put tariffs on their products, will they retaliate by, for example, keeping our services out of their economy? And we're our leading services provided to the world. We're, by the way, a big manufacturer too. And we export a lot of manufacturing products. We want access to other markets because that's where 95% of the world's consumers live or outside the United States. And so we need access to those markets to support good paying jobs here in the United States. Yeah. And so, you know, you write in the piece, you know, the rules-based order sort of as we knew it is dead. But you're not, you're not an anti-trade guy. In fact, you kind of make
Starting point is 01:28:34 fun of the, quote, self-flagellation about the failures of the trading system that has practically become the price of entry to discussions about the global economy's future. I thought that was a fun line. So where do you think, like, a sane administration would go? And where should the global world order go from here to kind of replace what? what has become either broken or outmoded or ditched? So I think coalitions of the willing, coalitions of the ambitious, countries will come together who are like-minded around a set of issues
Starting point is 01:29:04 and negotiate their own set of rules. For some countries, you know, much of the world is continuing to negotiate trade agreements that open markets to each other. The EU and India are talking about one. The UK in India just did one. The EU and South America, Americas were recently negotiated. an agreement. The UK just joined the Trans-Pacific Partnership. And so, you know, other countries
Starting point is 01:29:28 are moving ahead and they continue to do so. If it's not popular in the United States, we may want to work with other countries on how to restrict trade in certain areas. For example, technology that may be key to national security. We'd rather make sure we're working with allies and partners and have a common view of which technologies are critical to national security and how to control them. Or what kind of investments we want to ensure or done by our own companies rather than by foreign companies and build rules around that. So my guess is we're going to have, instead of one big multilateral rule space system, a series of smaller, what I call it open pluralateral systems. So coalitions of a smaller group of countries defining their
Starting point is 01:30:09 own set of rules. It's be less efficient, be more expensive than the old system, but it may be one that's more politically sustainable over time. Do you think those should be, you know, coalitions of democracies? Is it going to look more like the, the, the, G7 than the G20, or would you broaden out, you know, kind of the aperture? Yeah, I think in some cases it could be the democracies coming together, maybe around, for example, rules of how to use technology for surveillance. They may have a particular view of what the appropriate role of AI is in certain areas, for example.
Starting point is 01:30:40 But in other cases, I think it will go beyond traditional democracies and will want to have other countries working with us to help set the rules of the road because we'd much rather have us at the table setting the rules of the road than leaving that to China or to somebody else. And so whether it's from countries in the Middle East or countries in Asia, which may not be full democracies, may want to work with us as well on those issues. Yeah. Unfortunately, some of the democracies are the worst offenders when it comes to surveillance, like looking at in the mirror here and look at our friends over in Israel. Okay, so I know you don't like self-flagellation, but we should do a little bit here. With the benefit of hindsight,
Starting point is 01:31:17 were there trade-related things that we screwed up during the Obama years? And if you could go back in time, is there anything that you would have done differently? You know, I don't think we explained well enough to the American people, just how much they benefited from the global system and from trade. Nobody walks out of a Walmart saying, thank goodness for the World Trade Organization and for trade agreements. But they're able to spend a smaller and smaller portion of their disposable income on the things that they need for their family.
Starting point is 01:31:45 And that's what's at risk if we go down the road of protectionism and retaliation is that those costs are going to go up for Americans. So the comms problem? So that's why I did this? Always blame the comms people, right? Fucking roads. But there's substance under that as well. Look, I think neither Republican nor Democratic administrations over the last several decades
Starting point is 01:32:07 have focused sufficiently on the cost of dislocation. Most dislocation for workers comes from technology. 80% of dislocated workers, it's because of automation. But there is some portion that is because of globalization. And as a government, we never came up with a decent package of policies to say, here's how you help workers survive and thrive in a rapidly changing economy, whether that changes coming from technology or immigration or trade. And that continues to be a failure today, and the reason I worry about it is the China shock of China coming into the global trading system, it's estimated to have cost the U.S. somewhere between two and three million
Starting point is 01:32:52 jobs over 12 years. The AI shock is expected to cost tens of millions of jobs over a much shorter period of time, and we still don't have a concerted strategy. Everyone admires the problem and says, we've got to do something about this, but we don't have real work being done to say, here's what we're going to do to make sure workers can can survive and thrive in what's likely to be coming down the pike. And I think that's going to be absolutely necessary if we're going to have social cohesion and political cohesion to do what we need to do as a country. Yeah, no, this conversation reminds me of some of the worst meetings we would all go to in the situation room where the assembled cabinet would tell the president what a difficult
Starting point is 01:33:30 decision he had and then have no real take on what to do about it. You're right. There's a lot of admiring the problem when it comes to AI. There's not a lot of clear solutions being articulated, but it's worse than that because it seems like major U.S. government decisions are getting made in an ad hoc basis where maybe the benefit is the Trump family. It sells a bunch of crypto, right? I mean, you're seeing these reports where the UAE was given access to some top Nvidia chips right around the time when an Emirati-linked company, I think, purchased $2 billion worth of stable coin from the Trump family crypto company. So it just, just seems like not only are there's not planning for how this might impact our economy,
Starting point is 01:34:13 but it's not clear to me that the U.S. interests are being considered at all, even in the near term. Well, look, I think we have to focus on what those interests are and how to make sure we're addressing them, because if we're worried about the kind of polarization we've seen over the last decade or so due to people feeling like the system has left them behind, that it's not working for them, you can only imagine what it's going to look like if all that people can look forward to is sitting on their sofa, playing video games, and collecting, you know, universal basic income. Right. That doesn't, that's not a great vision for the future. No. And so we all, I think, need to spend a lot more time and attention on those fundamental
Starting point is 01:34:52 issues. Yeah, agreed. Well, Mike, it's great to talk with you. Everyone should check out this full piece. It's called After the Trade War, remaking rules from the ruins of the rules-based system. It's in foreign affairs as we speak. Great to see you. Thanks for, uh, great to see you. Thanks for having this stuff. Appreciate it. Take care. Thanks again. I'm Mike From for doing the show and uh, I'm just kind of reeling from that. Rocker. Rolling Stones want to be bullshit.
Starting point is 01:35:19 Yeah. I don't know, man. It smells like Viagra. I just want to go back to the days where you could go to Bacchia. It smells like Viagra. I would just want to go back to Buenos Aires and have like a steak and some mall back and
Starting point is 01:35:32 hang out. It's a boring political leaders. Yeah, yeah. How about that? Let's go back to that guys. You know, this is a little weird. Give me a ducacus. Or go back, you know, like it's like the male
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