The Bulwark Podcast - David Frum and JVL: Iran Is Going to Make Trump Eat It

Episode Date: July 22, 2026

Trump keeps promising more bombs and bigger explosions in Iran, but the regime knows he’s just trying to disguise his retreat. And the Iranians are not going to back down until the whole world can see that they beat Trump. Meanwhile, in the middle of a war that is ostensibly about stopping Iran from getting a nuke, POTUS just cut a deal with the Saudis for their own nuclear program. Plus: The failure of Republican senators to stand up to Trump may be out of fear of his voters, and are the American people or our political system more to blame for what ails the country?David Frum joins guest host Jonathan V. Last.Show notes: JVL's Triad on Trump being at war with himself JVL's Triad, "Very Low-IQ Trump Too Stoopid to Win War" David's pod episode with Jeffrey Goldberg The latest episode of "The David Frum Show" Nixon certifying JFK's election victory

Hey, did you hear? Watermelon is back at booster juice all summer long. Nice! I love the watermelon explosion. And the watermelon wave! Yep, they even got a new watermelon assaye pool this year. The one in a melon bowl. And what does that sound like? Mmm. Like that.

Booster Juice. Canadian-born blending since 1999. There's no shortcut for saving time. But saving money is simple. Just combine your car and home insurance with Bel Air Direct and save. Get a quote at bellairdirect.com. And welcome to the Bullwark podcast. I'm your host, JVL, sitting in for Tim Miller.

Before we get to today's show and our guest, David, from a couple programming reminders. We will not have new shows this Friday or next Friday. Some of the shows this week may be a little bit late because people like me operate on a different schedule than Tim. Thank you. for your patience. Today, I am joined by a very old friend of mine and friend of the pod. David Frum of the Atlantic, I think probably the single most insightful writer in like our Trump age and also

the host of the David From show over the Atlantic. David, thanks for coming back. Oh, thank you. And we have known each other since I think the first Clinton administration. Yeah. Wow. Okay, so because I think David's best point of leverage is talking about big picture stuff, we're going to do that. But we do have to talk about some news of the day. First, David, earlier this morning, the president of the United States, the commander in chief announced that from this point forward, anytime Iran fires on a ship in the Strait of Hormuz, he will be directing the U.S. military to blow up a bridge or a power plant or some other piece of critical infrastructure in Iran. Iran. What do you make of this plan? I'm going to cite something that is said by, again, a friend of ours. Ed Luce, who wrote the biography of Zbigny of Brzynski, who was National Security Advisor during the Carter administration. Almost half a century ago, reports that when the Iranians took American hostages

in the 1970s, the very first move that the United States did was to consider military action against Iran. And when the United States considered military action against Iran in the spring of 1980, The very first thing that came up in the wargaming in 1980 was, and then the Iranians move against the Strait of Hormuz, what's our counter move? There are, I think, probably entire suites of rooms, maybe entire floors in the Pentagon filled with filing cabinets about what to do about the Strait of Hormuz problem.

So there's something kind of bizarre about the Trump administration acting as if this is some new problem that's never been thought of before. They need to improvise a solution to. This has been war game again and again and again since at least the spring of 1980. maybe even earlier. If you don't have an answer to the problem, what do you do about the straight-over moves?

Then that is a consideration that should stop you from doing the military action in the first place. But they're just improvising. And it goes to show something that has been very alarming about this war from the start. And I say this is someone who's broadly sympathetic to the aims of this war, who hoped it would go well.

But this group doesn't seem to think very hard about things. Doesn't seem to have plans. Doesn't seem to have plans, either for American public opinion, for Congress, or for bringing the war to a resolution. And if you haven't thought it through at the beginning, the middle or the end is a pretty late time to start the thinking. Do you think this could possibly work to reopen the straight? Because, I mean, it just seems to me that Iran has actually managed the escalation framework

very well over the course of this conflict. They have done really pretty calculated proportional responses in escalation. and it was only once they started striking the real critical energy infrastructure in the other Gulf states that, you know, the Americans panicked and that's really what forced Trump to back off. Why wouldn't they simply do that again? Well, let's not make the Iranians out to be 10 feet high. If you were to see the world from their point of view, I'm sure it looks pretty bad. Much of their military infrastructure is a wreck.

Dozens of senior leaders have been killed that we know of. So the world doesn't look great from their point of view. But they have one thing going for them, which the Trump administration does not, which is a sense of time and a higher pain threshold. Because President Trump went to war promising quick, easy, cheap victory, because he didn't get buy-in from Congress, because he made no effort to mobilize the public, and because he has no capacity to mobilize the public. His whole war plan was predicated on this better work within about 10 days, because after that, you're out of patience. And he's now got a problem, which is, yeah, America's resources are vastly greater than Iran's. America's capability are vastly greater than Iran. But America's pain threshold at this point is about zero.

So all the Iranians have to do is stop one ship from moving through the straight, raise the price a little bit, and Trump panics because he knows he has no mandate for leadership. He never sought one, so he hasn't got one. I think that's right. And the other thing is that, I mean, the Iranians, I think they have a couple other advantages here, one of which is that, their mosaic strategy of just really networking all their defense decisions means that a lot of these operations that they are having carried out against, you know, cargo ships in the strait happen even without command and control, right? And so this is, you know, they intentionally disperse the military to have units acting on their own. I don't know. It just looks to me like

they have had the clear strategic view of how this conflict would unfold at basically every step, despite the fact that they have all of these limitations. Every president from Carter onward has had to think seriously about a war with Iran, hostage taking under Jimmy Carter, terrorism under President Reagan, more terrorism under the First President Bush, confrontations under Clinton during both terms, and so on it goes. even Obama, who's probably the one who considered at least, had to think about it at some point, because they keep doing very provocative things.

And the reason there hasn't been a war with Iran from the Iranian hostage taking until now is not because the United States couldn't do it and not because the United States couldn't win if it really set its mind to it. But when people look at the costs, every president from Carter-onward has said the cost isn't worth the benefit to us. It's just not an important enough fight from an American point of view to bear the cost that are likely to come. And Trump just didn't do that calculation. And so now he just told himself the costs weren't going to be real, and now the costs are here. And he has no permission.

You can imagine some other president under some other timeline deciding, okay, now the time has come. They're too close to a nuclear weapon. I'm going to go to the American people. I'm going to mobilize the support in Congress. There is support in Congress for action against Iran. There are a lot of members of the Congress, especially in the Senate, who remember the long list of Iranian terror actions against the United States on American soil and elsewhere. We say, okay, Mr. Hypothetical Imaginary President, or Madam Hypothetical Imaginary President, you have our confidence, you have our trust, you're going to go to the American people, you're going to say, this won't be easy, this won't be quick.

There will be higher energy prices for eight, nine, ten months, but it will be worth it, and here's why it's worth it. And if you can mobilize the public, we'll be with you. That's what didn't happen. All he said was, this is going to be quick and easy. And that what was so powerful about Senator Assoff's line of questioning of Secretary of Defense, as he's legally called Pete Hegeseth, which many people saw, was that he held Hegseth to account for the boastfulness and vanity and stupidity and glibness

and easy promises. These guys are patting themselves on the back on day eight of the war saying, not since Douglas MacArthur has admitted to triumph like this. And then when it turns out that that was not true, and it wasn't true even because they were lying, it was true because they were idiots and full of vanity and puffed up ego. And now where are we? So at the Hexeth testimony, he requested another $67 billion in emergency funding for the war. Just before April, I think, he had said the cost of the war so far had been $25 billion.

So this is, I mean, the costs are moving pretty quickly upwards. And there are all sorts of problems that happen to elsewhere in the world when you start funneling just munitions of whatnot. You know, you're robbing from Peter to pay Paul, right? You're taking missions that should be based in other places away to push into the region. Do you think that Congress will actually exercise some oversight here? Or is this basically just the theater that the administration has to go through in order to continue waging war? Because this is, I mean, there's a genuine question to me. Like, can Congress shut this down or no?

Well, it's a pretty humiliating theater because the whole theory of the second Trump term is they were going to govern in every respect as if the president had all the legislative. authority of the country in his hands. Among the reasons why he didn't go to Congress was he doesn't believe that he needs to go to Congress. He was going to take the existing funding in the defense pipeline, win quick, win big, when cheap, it would be like Venezuela, or maybe try to fund the war in some illegal way by seizing oil and selling it, giving the executive sources. That's been one of Trump's big project, is to create non-constitutional sources of revenue, whether the tariffs, whether plundered and sold oil that gave him sources of revenue

independent of Congress. And a point I keep making about this is the central design of American constitutional theory and of English constitutional theory before that was the executive has nothing to spend except what the legislature gives it. And if the executive tries to spend money without going to the legislature, the second last monarch to try that was James II and the English drove him into exile. And the previous monarch to try it was Charles I. And they cut his head off. So this has been taken pretty seriously. No money except what Congress gives you. And Trump keep saying, I'm like a Stuart King of the 1600s. I want to find some source of money that Congress didn't give me to pay for things that Congress wouldn't approve of all the things that Trump has

done that are revolutionary. That's maybe the most. And that's his problem with this war. Wars get expensive fast. You do have to go to Congress. And then there are questions. And sure, there's accountability. Maybe not literally on this round. I mean, Congress won't pull the troops out of the field, won't cut off flows of funds of the troops. And Congress won't refuse, and it can't refuse to rebuild the stocks of inventory that were spent so lavishly and fast in this war. So there's going to be a lot of spending to restock. And what we've also maybe learned is that there's a lot of spending that has to come, because the United States military is built wrong.

One of the things that we keep getting hints of in this war is not only has it been a strategic failure, but it hasn't been an operational success. I mean, the United States is used to. We win every battle, but that's irrelevant because we have a bad plan and we lose the war, Vietnam. You know, win every battle, lose the war. But in this case, it doesn't look like the United States is winning every battle. It looks like a military not set up for the age of drone warfare has been losing battles to people who are better set up for the age of drone warfare.

And some of that is going to come to light too. And it's going to be expensive to say, you know what? The Heggseth military is not ready for the modern era. No, that is absolutely true. I've heard about that a few weeks ago. And the extent to which this war has exposed U.S. military doctrine as not having evolved fast enough. And, you know, Iran is not a first-ranked drone power. They're a second- or third-ranked drone power.

But clearly, I mean, the revolution of drones is an economic revolution. Right. It is how do you get smart, guided munitions without the platform costs to deliver them? And the drone, you know, takes that and, instead of having to develop a platform like a fifth-generation fighter or a aircraft carrier or something like that, you can do it with these little. things that you just take off because a guy launches it from a field. One more point about this drones. A friend of mine who's been reporting from the Ukraine war points out, the United States is used to taking all the time in the world to develop its aircraft carriers and fighters and bombers.

And then there are incremental improvements along the way, but you know, you take a decade to design the thing and then you use it for 30 years. So my friend who was in Ukraine reports from the front that in a drone war, your technological lead over your adversary is measured in hours, sometimes in minutes. You have an idea, you try it. The other guy notices immediately what you've done, puts his team to work, and they counter it. And so you have these brief opportunities that may last, yeah, hours. And that's how fast you have to move.

And so the American procurement system is not just so the weapons are obsolete, but the whole way the United States builds, tests, deploys, and fields weapons, that may be obsolete too. Maybe the United States has had a lesson here in good time before it fought a major peer war that it's on the wrong track. But what a way to learn and at what cost. The Borg is brought to you by the Freedom from Religion Foundation. So, quick question.

Who gets to tell the American story now? Because the fight for America's 250th anniversary isn't just about fireworks and flags. It's about whether we tell the truth about what this country was built to be. And lately, some people are working very hard to rewrite that story. Recent Federal Religious Liberty Report called for building more bridges between church and state.

But here in the reality-based community, we should be clear. America rejected kings, it rejected divine rule, and it created a constitution with no religious test for public office. This wasn't anti-religion. It was pro-freedom. And that freedom, well, it includes free thinkers, atheists, agnostics, and the millions of Americans who don't want government taking sides on religion. The Freedom from Religion Foundation works to keep state and church separate.

because freedom of conscious means the right to believe or not to believe. Don't let anyone turn America's story into a theocracy. If that matters to you, go to FFRF.RF.U.S.S. Religion or text religion to 511, 511, to join or learn more. Go to ffrf.org.us slash religion or text religion to 511, 511 now. It's about deciding what kind of country you want to be. Text religion to 511-5-11 today text fees may apply. One of your maxims that I think about nearly every day is that the Trump administration has many secrets but no mysteries.

Yes. Thank you for remembering that. I think I have found my first genuine mystery of the Trump years, or at least the second Trump years, which is why didn't he simply walk away after signing the Memorandum of Understanding? It would have been irresponsible to do so. It would have been irresponsible to cede control of the straight-of-war moves to Iran and to allow Iran to become the dominant power in at least that half of the Gulf region and to force everybody else to normalize relationships with them. But it wouldn't have been any more irresponsible than launching the war in the way he did.

And Trump does irresponsible things all the time. and he could have just paused a beat and moved on and done Cuba, right? We're going to do a Cuba. And then we're going to start threatening Greenland again or something like that and just move on the way he always does. He creates a new story to cover his old failure. And yet he seems incapable of simply taking his loss here. He feels compelled to attempt to renegotiate over and over. That's a great point and it's a great mystery.

And I'm not going to pretend I have an answer to it. but let me try a hypothesis. Okay. Which is one of the things that's distinctive about the Iranian way of war is they also won't just pocket their wins. It's very important to them to humiliate their American counterparty. And maybe that's because the United States is so strong. So again, this goes back to the days of Jimmy Carter and the Ayatollah.

Carter was willing to give the Ayatollah almost anything to get the hostages back before the election of 1980. And the Ayatollah wouldn't take yes for an answer. Even to the point where he held the hostages, even when there was finally a deal, he held the hostages so they were released under Reagan, not under Carter. What was that about? It's still hard to understand.

But there's something about Iranian political culture, and I won't pretend to be any kind of expert on that, that says, once we've won, we want everyone to see that we've won, and we want to make you eat it. And the one thing that Donald Trump cannot accept, he can accept defeat. He's taken lots of losses. Like the Iranians, he needs to create this cloud of squitting around his retreats to disguise the fact that he's retreated. Iranians won't insist on piercing that cloud and saying, we want the whole world to see that you were beaten, you are humiliated, you ate it, and we won, and we want everyone to know that. So whatever the memorandum of understanding, there's going to be one more thing after it that just

makes clear, we won, you lost, ha ha. Great. So we got two narcissists going at each other. That's fantastic. Yesterday, we also got word that Trump has reached a deal with the Saudis, which is going to enable them to enriching their own uranium for, you know, for commercial purposes only, David, not for the purposes of, you know, becoming a nuclear state. I have long believed that the Trump doctrine to the extent that it exists in any way

leads inexorably to nuclear proliferation because everybody and their brother is going to realize that without America sort of policing the world order, the only way to guarantee your integrity is to be a nuclear power. And so like Ukraine will have to be nuclear power at some point. Poland will have to be nuclear power. Japan will have to be nuclear power, et cetera, et cetera. Is that what this is? Is the Saudi deal just one of those many baby steps on the way to that world?

Or is this less of a thing to be upset about? I'm worried about. Well, the Saudis are not quite the nuclear virgins that you might think. Remember, they paid for the development of the problem. Pakistani nuclear bomb. And people who know more about this than I do tell me that the deal always was that if the Saudis ever needed nuclear weapons, they would get the Pakistani nuclear weapons, which they paid for. Right. Saudi Arabia is like a lot of these countries, they really are nuclear powers in all but name. The Japanese, the South Koreans, they could be in nuclear powers

within. They may not have the missile capabilities, but they operate civilian nuclear reactors. They certainly, the bomb is at this point nearly a century old technology. They know how to do it. And Poland doesn't need a nuclear weapon of its own. What it means is the French to agree that the French nuclear weapon is now an EU nuclear weapon. And that nuclear weapon ended the force to deliver it. And those are European weapons that protect Poland. And probably to some degree they are. And then what the steps will be, are French nuclear weapons forward deployed into Poland?

Are they still French nuclear weapons or are the EU nuclear weapons? Also, as Putin has been demonstrating with the whole world, nuclear weapons are less useful than anybody used to think because what do they get you in the end? Because what do you do with them once you have them? What the breakthrough with the Saudi nuclear program is the Saudis have wanted a civilian nuclear program for a long time for whatever reason they've wanted it, whether military or whether, you know, maybe they do take seriously. They've only got so much oil. They don't want to burn it lighting up their own cities. Whatever the reason they wanted it, they've wanted it for a long time. And they've been seeking it since the second W. Bush administration, at least to my awareness,

that goes by it, maybe farther than that. And the American answer, has always been the price of the permission for this is recognition of the state of Israel. That's the price. Your biggest ask comes with our biggest price tag. And what Trump has done is not, he's not broken through any new ground. And I don't know that he's advanced Saudi becoming a nuclear weapon state. But what he has done is under pressure from Iran, he's cut the price. And this is something that goes on again.

I think because Trump is such a blowhard and such a braggard, I don't think people are understanding how much weaker as a country the United States is, how much less power it deploys in the world. Because one of America's biggest assets was its system of alliances, which in turn rested on its credibility, which in turn rested on not being seen as a predatory power. And because America now is so distrusted even by its closest friends, it has to pay cash for a lot of things that used to be able to buy with credit and has to cut its price for things that it used to set high prices for. So the Saudis are about to get this permission without the price that was said.

by Obama, by the others. You want to be a recognized nuclear power state. Recognize Israel. That's the price. So I've been spending a ridiculous amount of time scouring the internet for the perfect office chair because I'm a savvy consumer, always looking for the best deal. I've checked maybe a dozen different online storefronts looking for the chair that's the right height, has the right number of adjustable modifications you can make to it, has the right

price. For most essentials, you're probably like me. are willing to spend hours researching the best value item. But for life insurance, most of us just took the first quote we got and called it done. That's what I did. Now there's a better way, thanks to our friends, at SelectQuote. SelectQuote is a life insurance broker that does the homework for you. Their licensed agents shop over 100 policies and find you a better rate for free.

With Select Quote getting life insurance is fast, free, and easy. The whole process takes about 15 minutes. Answer a few questions. their agents shop the carriers for you, and you get your quote tailored to your specific situation, even if you've got something like high blood pressure or diabetes. And you'll save an average of 30%. So let's do the math on that. If a policy costs $150 per month, 30% off is $45 a month back in your pocket.

Over a 20-year term, that's more than $10,000. I've got a big family, so a little cash back in my pocket every month goes a long way towards whatever new baseball equipment we need or school supplies we need. Plus, knowing that your family is covered if something happens to you is the best feeling a dad can have. Select Quote is a great first step to making sure your family is protected, no matter what. Get your free quote at selectquote.com slash bulwark. That's selectquote.com slash bulwark.

Selectquote.com slash bulwark. They shop, you save. So I'm glad you mentioned our friends. You are up in Canada, and our friends in Canada woke up to a new tariff threat. How is this playing up there? Does it matter? Does any of this matter? Trump's tariffs, his second attempt around the AIPA tariffs, that expires this Friday.

He will try to find a new authorization scheme for it. The legal side claims one thing, but his other side. claims, like, it's just because he's mad about wildfire smoke. Does any of this matter? How much patience do you think bulwark listeners have for a discussion of Canada's security predicaments? Because I can go on on this point for a lot. Okay. A lot. I can tell you, I can tell you my patience for this is infinite. Okay. So let's go into somebody to dilate at will. Okay. Cut me off. So Canadians are very sophisticated consumers of American politics and not just at the high level. Like you stop walking to your average, like pancake house and just

stop people. And they know perfectly well that Trump is unpopular. They know perfectly well that these actions are illegal. They know they don't represent a consensus. There is not tremendous ill will toward Americans. And the degree of integration, people, I mean, the English language, common legal systems, a lot of travel. It's pretty bleak up here in the wintertime. A lot of people go south. There's just a lot of people-to-people contact. So Canadians know well the difference between the United States and the American people. And they know that Trump's actions are not universally supported. They can all see the comments from the California governor and Senator Adam Schiff saying, stop boycotting our wine in Canada, please. But what is enduring is if there had been

one Trump administration, Canada, like many eyes, I say, you know what, there are embarrassing passages in the life of every nation. We've all learned a valuable lesson from this. We will not speak of it again. Mistakes were made. Mistakes were made. We will not speak of it again. Old Jewish joke, you'll forget it, Sheldon, and I'll forget it, Sheldon, but I won't forget it, Sheldon, and don't you forget it, Sheldon? That might have been, there might have been some of that. But it's now happened twice. And Biden in between, from the point of view of allies, was not that different. Remember, Biden was the second most protectionist president since the war. He was the second most isolationist president since the war. He was the president who showed second least regard for the opinions and interests of allies. So from the point of view of an ally, Clinton, W. Bush, Obama, with difference of emphasis, they look pretty consistent. Projects like the Trans-Pacific Partnership are thought of under Clinton, developed under Bush, executed under Obama. Obama's major trade deals are negotiated under Bush, executed on it. There's one with South

Korea. There's one with Columbia. It's a W. Bush Obama continuity. Trump, Biden, Trump, look in many ways very continuous, not in domestic political terms, but Biden signs no trade agreements of any kind. First president, even Trump in one had the USMCA, which was a bad trade narrowing agreement, but still an agreement. Biden signs none. Biden is very heedless of allied opinion on things like Ukraine and other issues. And so from a Canadian point of view and the other allies, Canada doesn't have a lot of options. The geography is the geography. If you get a piece of paper with a signature of the United States president on it, do you believe it? That's why this business about the Gordyhow Bridge between

just north of Detroit is so important. Because it's an act of American faithlessness. It just says, A piece of paper with a signature on it isn't worth anything. And by the way, the story of that bridge is already a story of working around American political dysfunction. Because I think as most people know, Canada paid for the bridge. And the reason Canada paid for the bridge was there was a, this bridge has been in the works for a long time. There was a deal between Canada and the United States to build the bridge jointly and split the costs. And then this troll-like billionaire, the guy who controls the bridge in Michigan, he organizes a Tea Party protest, basically buys the Michigan State Tea Party, is a law through the Michigan legislature that says no money can flow through the state of Michigan to the cost of the bridge.

He's killed the bridge. He's preserved his monopoly. And the monopoly is valuable not just because of the tolls, because of the giant gasoline plaza at the bridge where you can escape some American taxes on your gasoline. So he has the right to sell discounted gasoline. And that's a big money spinner. So the bridge bypasses all that. Canada putting up the cash and getting paid on the back end was a way to work around the Tea Party dysfunction. And now there's a new dysfunction. And it all. just drives home the point. America's signature isn't valuable. And if you're Canada, that's one piece of news. If you're Taiwan, that's a different piece of news. What does Canada do? I mean, do they draw closer to the EU here and to China, right, pulled on both sides because of the geography? What, what is the response for Canada? I mean, they do have to live with us. It's a little weird to have, the house that lives next to you, the neighbor used to be a nice guy who would have barbecues with,

and now it's an ex-murderer. Well, one thing that has happened, and happening just about everywhere is a shifting of arms purchases away from the United States. And that's not just punitive. That's also because you can't trust American arms purchases. When Trump began talking about including kill switches in defense technology, I mean, everyone understood before that that probably the things you bought from the United States came with some kind of American oversight of the use of the weapons. But since you were in an alliance system anyway, it didn't really matter. But this is part of a pattern where Norway, which is a small but very wealthy country renewed its frigate fleet to defend its waters from against the Russian Navy.

The American frigates were the best, but they were also the most expensive, and they came with maybe a kill switch. And they were intended to be used against the Russians, and you're not sure the Americans are your ally in a Norwegian resistance against the Russians. So they bought British frigates instead. And that's going to be the Canadian pattern. They will shift defense per. Canada is about to do a big burst of defense acquisition.

And those dollars will flow to European and Korean sources rather than to America. sources. It has a lot to do with the development of Canadian energy resources. And the resources tend to be not on the coastlines and there's a lot of difference. Which way do you build your transportation networks, your pipelines or something? You build them westward to Vancouver where they can ship the gas, the oil, or whatever it is toward Asia, China, or do you integrate north-south? The lesson of this is Canada needs to have an equal capacity to sell east-west as north-south because you need to develop some options. Again, Canada doesn't have a lot of options. But you know who's watching this story with much more attention are places like Indonesia, Malaysia, the Philippines, Vietnam? These countries do have options. And unlike Canada, they don't speak English as their native language, as most Canadians do. They're not integrated into a common culture of Anglo-American legality. They regard the United States as just another rapacious predatory imperial power and one that they would be wise to make sure they keep an exactly parallel tandem with other rapacious predatory powers.

Yeah, the key difference being that the United States is not a predictable, rapacious predatory power in the way that the Chinese are essentially predictable. So, you know, harder to even make accommodations with us, right? Well, the point was in the past, the United States was always non-preditary. Right. The thing that Trump complains about, which is the United States subsidized the defenses of its allies, which was true. It did. And in return, it got a lot of deference. And deference not just from poor countries.

Who are China's allies? Poor countries. The United States had deference from Germany and Japan. The world's leading industrial and technological powers would say, when push came to shove, we did America's way because America is paying a disproportionate share of the bill, and we're all kind of grateful. And we trust them. And we think, you know, even when we're mad at them, we think their intentions are ultimately benign.

It's been 10 years of Trump-Biden Trump. And the allies don't think that anymore. And so they're saying, you know, we'll take a smaller subsidy for more autonomy. All right. So I want to zoom out now and talk about some big picture America stuff, big picture reform stuff. You on your show shortly before July 4, you had Jeff Goldberg on, Jeff, the guy. You spent the first two minutes talking about Jeff's stewardship of the Atlantic. And I would just like to recapitulate that here for 30 seconds because the Atlantic was always a great magazine.

But Jeff has made it the indispensable American magazine of letters in this moment. And it has been an extraordinary transformation. And my admiration for what he's done there is basically boundless. It's amazing. The Atlantic under Jeff Goldberg's leadership, Jeff Goldberg's leadership, has tripled its paid circulation. It's in the block. And it's got an intense relationship with readers,

mostly in the United States, but increasingly around the world. As you often say about the bulwark, if you are dependent on the goodwill of a single rich, person, that person, even with the best will in the world, as you often say, is subject to pressure. And we've seen that with many media institutions in this country, that enormous pressure can be brought to bear on people you would think were too rich to be pressured. And the safety and independence of media depends on paying their way. And the bulwark, the Atlantic, the New York Times, these institutions pay their way. They have owners, your cell phone, but the Atlantic is an owner,

the New York Times is owners. But because they're in the black, because they're reader supported, the owners can always say in the face of pressure, well, you know, Mr. President, I agree with you. You know, no one would, is more, would be more delighted than me. But you know what? They pay their bills. I can't threaten to hold back the checks.

So that's an important part of our compact with our readers. And it's important part of our readers' compact with us. So, of course, I don't know if that conversation or the piece you wrote right around there, you either wrote or said America can be itself again. America can be restored to itself again. I'd like to test that. a little bit because another thing you said was we've been given a glimpse of if and when the

American Republic fails, we now see exactly how it will. Could you just unpack that for people briefly? Yeah. Well, Americans talk about guardrails and checks and balances. And I think the story of the Trump years is that some have worked and others have not. So the one that has worked best is federalism. And as Trump is discovering with his scheme to interfere with the 26th elections and as he tried in 2020, when the Constitution assigned responsibility over elections to the states, it took away a resource that authoritarian regimes all over the world have used, Hungary and elsewhere, it's very hard for the central authorities. It's not impossible, but it's quite challenging for them to interfere with the actual operation of elections and all the many thousands of jurisdictions

with all their many different rules, each set by its own state or even local authorities. So that's when this really has worked. The legal system has by and large worked with some notable exceptions. Even though the Supreme Court is very friendly to Donald Trump, it is not completely compliant with him. And the other courts, Donald Trump loses more often than he wins and he loses in ways that are binding. As E. Jean Carroll's heirs can testify, there's now $5.6 million of Donald Trump's money in their pocket to punish him for lying about his relationship with her, which is what the jury found. and there may be tens of millions of more dollars of Donald Trump's heading toward Eugene Carroll and her heirs. And God bless them and that.

She took a lot of abuse. Other court cases, too, are the tariff cases and so on. What has not worked is the separation of powers, Congress versus president. And what is astonishingly not worked is Senate versus president. You know, you used to think of the Senate as this institution driven by both its grand, even petty vindictiveness of just senators didn't have to put up with crap from the president. and so they didn't. That just doesn't seem to have worked. There is no vindictiveness.

That has been astonishing to me, watching Republican senators who Trump has poll axed and they seem to have no spitefulness in them. When did that leave American politics? Exactly. Petty, vindictive, spiteful. I think it left politics the day

when a senator thought, my post-senitorial career is staying in Washington and being an important lobbyist, not going back home and resuming my local law practice or enjoying the quiet of my ranch. Because they have their mind on future careers

where good, getting along well with the president will be important. Tom Tillis is already a rich man. John Cornyn seems to be really mad. So you hear some murmurs from them, but they don't necessarily vote the way they talk. That's exactly right. See, that's why I wonder

if there's something psychological happening more than pecuniary here because are they simply afraid of their voters? Is that what it is? There does seem to be a rising level of fear of voters. You may have seen the statement from Adam Smith, the ranking Democrat on the House Armed Services Committee, where he cast a vote with this measure that purported it was defeated to cut off aid Israel. But in his statement about the vote, he said, by the way, I'm doing this because one of my staffers has been assaulted

because my home has been vandalized and because I've been threatened. That's a tough thing to unpack. And why are you telling us this? telling us this as an excuse? Are you telling us this to say you're doing this under duress? Are you telling this as a warning? Well, Lisa, I mean, Lisa Murkowski has spoken very openly about being afraid of her voters. There was the Pete Mayer quote in the New York Times shortly after the January 6th impeachment vote where he said that one of his colleagues had said to him, like, I can't vote to impeach this guy because I have a wife and kids. They'll, you know,

they'll threaten to blow up my house. Yeah. This does seem new. I mean, maybe I'm not new in the of American history, but certainly new in like my political lifetime. Well, it's certainly new to admit it. You know, we're marking the 250th anniversary of the Declaration of Independence where these signatories, the 50 plus signatories said they're pledging their lives and their sacred honor. They were willing to be hanged. And maybe there was somebody there in 1776.

They said, you know, guys, in spirit, 100 percent, absolutely. It's just that the British have threatened to burn down my farm. So I think on this one, I will be take this as a person. I'll abstain. No signature, but certainly just go via condios, but you have my blessing. I'm sure they're always such people, but they don't usually like to be known as such. And maybe that's one of the things that is different, is people step forward and say, I'm afraid of violence from the president's supporters, or in the case of Adam Smith, from the far left.

You said that you see how this all fails, how it all falls apart. looking forward, do you think there are things that can be done to safeguard thing? Right. So, you know, post-Watergate, we have a bunch of reforms. You've written about this a bunch. We have the Presidential Records Act. We have the depolitization of the post office, believe it or not. That was a thing we had to do. We had a campaign finance reform, which did not work out all that well and created its own problems. But there are a bunch of post-Watergate structural reforms to try to prevent at least, that problem from happening again. This is a baited question because I have my own list of things that I think need to be done, but I'm curious as to what your thoughts are on this. What are often called

the post-Watergate reforms are also pre-Watergate reforms. The 1970s were one of those age, eras like the area of just before the First World War, of systematic revisiting institutions. So the postal reform, which again sounds kind of archaic now, but was really a big deal, was passed in 1970 or 71 before Watergate. And what it said was, postmasters are no longer going to be political rewards. And the postmaster general is no longer going to be, in effect, the chairman of the president's political party in charge of dispensing the rewards. Postmasterships will be just jobs. That's it. And you won't be fired if your party loses the election, which is what every American election had been about since the founding of the republic, the dispensing of postmasterships. So it was an era

of reform and they come about once every half century so you'd think we're due in the 2020s but there's no sign of it now areas of reform have their problems because what often happens in an era of reform is you take something that had been aspirational and you write it down and once you write something down then people say so if I don't cross this line I'm good and what you wanted before it's written now you can say look there isn't a line there's just a just a general no-go area and if you go This is why we need norms. This is why we need norms. Once you start violating norms, you have to write it down and you can't write everything down.

Right. So there's a question. No one has ever written down. The president can't operate a business while serving as president. So we write that down. Now we're going to have to write that down. The president can operate a business? Next question.

Can the president's spouse? We can write that down? No spouse. President's kids? Oh, I don't know what we do with that. Brother-in-law. President's brother-in-law. Can he operate a business?

I mean, eventually you come to it. There's some relative of the president who will be allowed to operate a business, and corruption will flow through that person if the president is minded to let it happen. Ultimately, you can't write everything down. And the effort where the old rule was just don't do anything unseemly, right? Just don't profit off the presidency. You and anyone you care about, don't do that. Stay away. And yes, there will always be the Billy Carter embarrassment.

But we'll all understand that the president is as embarrassed by Billy Carter as everyone else. and the punishment for Billy Carter is that everyone laughs to the president, but we don't seriously think that Billy Carter's activities are influencing the president. When you start writing it down, you bump into limits. But we don't seem to be in that kind of a face. When I talk about America returning, I'll agree with you that there's something tragic with us. You never go back to the way things were. The elves pass out of the world to borrow an analogy from Tolkien.

You're not the people you were, but you can reconstitute and you can reform if you're minded to do it. and we can write down lists of things that might be done. But it starts with an agreement about what the problem is. And it starts with enough political pressure from the society to say, we want things to change. And that pressure, I don't think we feel it yet. One of the things I worry about a lot is that there are many of the most energetic Democrats who think that what is important about Trumpism is not its manifestations and corruption,

but it's cause in social dissatisfaction. And so if you address the social problems, you don't need to deal with the corruption. In fact, it's kind of a waste of time to deal with it. You only have so much legislature time. So pass some health care thing, help people with COVID. Medicare for all. Yeah, or help with deindustrialization. And you'll take away the temptation to Trumpism.

And then you don't need to stop the locks against this kind of predatory activity. First, is that true? And second, can you even succeed? Do you have the votes for these things? And the risk is, as happened under Biden, that the ambition to do social, reform fails or stymies or is disappointing and no effort is made to do institutional reform. It's amazing that Biden just didn't do any of that or almost none except for the Electoral Count Act.

Yeah. I mean, so the Biden theory of the case, which was not crazy at the time, was that Trump, it was what we talked about before. You know, you forget it and I forget it. We'll both forget it. Trump was an aberration. Biden had just won the second largest victory in the post-Ragan era. So Trumpism looked like, hey, that was just a one-off.

Instead of going for recriminations, instead of going for institutional reform, we're going to fake it until we make it. We're just going to go back to normal. That was a thing that happened, and we never have to speak of it again. And that's not a crazy view. It just turns out to have been wrong. I needed one other thing, which she said, I do have this enormous mandate, and I've won House and Senate.

So I'm going to use that to implement a domestic reform, agenda, more ambitious even than Barack Obama's. There was a lot of pressure on it, but this was also his own motive. I will go down as one of the great domestic reformers, along with Franklin Delano Roosevelt. Only Franklin Delano Roosevelt did his reforms in the context of tremendous deflationary pressures. I'm going to do mine in the face of tremendous inflationary pressures. And so what Biden did was he did a lot, and some people will like it. I don't love it, but that's not here they're there.

Some people like it. But what he also did was he uncorked and accelerated and, inflation that was probably going to happen anyway, but his reform ambition made that inflation fiercer and hotter than it otherwise would have been. Yeah, but also he fixed it. I mean, the problem in all of this, and this is why I am, I am bearish on the idea of reform, is that I think the American people have shown that they don't really care, that they are eager to tolerate all of the norm breaking.

they don't really care about anything. They are divorced from a lot of reality. We see this constantly in like consumer sentiment surveys. One of the things that I harp on is that both during the Biden years and during the Trump years, people have responded with like, you know, what are your sentiments about the economies? The numbers look like they did during the height of the Great Recession of 2008, 2009. And we are nothing like that. I mean, you know, at that point, like,

one in 12 houses in America were foreclosed on. People were out of work and losing their job. It was very, very bad. Whatever the inflationary pressures and even the down economy of the Trump years have been, it's nothing like that. But people don't live in that reality anymore. And people change, right? Times change. People change.

And at the end of the day, this really is a question of the American people. And this is, this just gets back to everything else we were talking about earlier about Canada and our allies. and other people, the problem when they look at it isn't, and then the Trump administration was bad or the Biden administration was bad. The American people have kind of gone rotten, right? And once the American people have gone rotten, you can't expect the government to be any better

than the public demands it to be. I'm hesitating how far to go, but this is one of those reveal your unpopular opinion moments. In my opinion, the opinions I'm weighing whether to reveal or not are pretty darn unpopular, so I hesitate. It's just us. we go way back

and 400,000 of your best friends but I would say look people are people they're always the same they're selfish and sometimes selfless they're fearful until they're not they have capacity for tremendous

sacrifice they have tremendous self-absorption but mostly they're focused on their own lives and by and large they're probably better educated and less bigoted than ever before in American history the difference is who leads and inspires them. When you look at a period like the 1970s, with all of its civil strife, riots, bombs going off, the weathermen, school busing protests that turned violent and often deadly, it wasn't that American society in the 70s was any more stable than it is. By most measures,

the society was probably a lot less stable in the 1970s than it is today. The difference was in the 1970s that the political system was a breaking element. The political leaders were looking for ways out, looking for possibilities of agreement, whereas today it's the political system that is the accelerant. So I would say not how of the American people change. They're probably the same as always, or maybe a little better as education rises and affluence rises and so on.

But the political leadership is much more desperate, competitive, and unrestricted than it used to be. And so we have worse behaving elites. I think elite is not a bad word. I think it's an inevitability. And the health of a society is measured by the, self-sacrifice, the group-mindedness, the continuity mindus, the institutional-mindedness of its elite. And that seems to be the thing to me that is really different and worse in 2026 than it was

in 1976. You've changed Ford versus Carter for MAGA versus Democratic Socialists of America. So I would agree in part and disagree in part. I agree that people are always the same, right? I mean, the human condition is the same in all times and all places. But societies change very meaningfully, right? There is a difference between Japanese society in 1920 and Japanese society in 1980. The mores and the conventions and the urges and wants and things they will tolerate and things they will as a society form around change in very meaningful ways. And I think it is possible that America society has changed in really meaningful ways. But I would fully agree with you also that this is an elite problem as well. This is an and both, not an either

I think. Well, okay, so let me refine what I just said, because when I say human nature doesn't change. I mean, yes, people become more religious or less religious. There's times when people remember depressions very vividly and therefore are very frugal and times when people feel prosperity to be more real and therefore are less frugal. So behaviors can change according to events. But what I'm trying to think about what is operationally different and what could you imagine making different again? Programs who say, well, let's see better behavior from you lot out there strike me as unlikely to succeed in any way the things that would make a difference are not things that anybody can consciously control. You can't say, you know what, let's have more

religion, please. There are people, there are podcasters who will say that, but you can't conjure up religion that way. And sometimes success and defeat make a difference. I mean, one of the things I, one of the passages in history that is maybe relevant here, you can see this on YouTube, is when Richard Nixon in 1960 as Eisenhower's vice president, having just lost the election to John F. Kennedy, had to preside in the electoral count over his own defeat. I recommend people watching this is only about three minutes long. And Richard Nixon goes through this ritual and then says, because the situation is so unusual, I would like to ask consent if I can add a few personal words, but that's not in the script. And then he makes a short speech in which he says, I hope the men in

the Kremlin are watching what just happened here today. Now, Richard Nixon, we all know, was a person capable of great misconduct. But with the eyes of the world on him, he thought the most important thing you can say was a cold war message about the sacredness of American democracy, the continuity of American institutions, and the non-interference in American elections. That was something he wanted to say to the world, because in 1960 it seemed important. And in 2020, it obviously didn't seem important. And so there are lots of people, not just one bad president, but lots of people went along with an idea to try to actually overthrow an election in a way that Richard Nixon would not do in 1960. All very well said. David, thank you as all.

always for coming and being with us. It is an honor and privilege to have you. Thank you to all you guys listening for letting me sit in for Tim. Sarah will be back in the big chair tomorrow. Good luck, America. may change me. The Borg podcast is brought to you thanks to the work of lead producer Katie Cooper, Associate producer Ansela Skipper, and with video editing by Katie Lutz, and audio engineering and editing by Jason Brown.

An inspirational portrait of a farmer's son who rises from humble beginnings to build a luxury fashion empire. Brunello, the gracious visionary, traces Brunello Cuccinelli's life journey, his commitment to craftsmanship, ethical values, and humanistic philosophy. directed by Academy Award winner Giuseppe Tonatore. The film blends documentary and fiction. An intimate look at the Italian entrepreneur known as the King of Kashmir.

See Brunello, the gracious visionary, in Select Theater's July 24th.